Pultegroup Inc
PHM- Exchange
- NYSE
- Industry
- Operative Builders
- SEC CIK
- 0000822416
No open-market purchases or sales by Pultegroup Inc insiders were filed in the last 90 days; 1,045 institutions reported holding it in 13F filings for Q2 2026, worth $24.5B in total; Greenhaven Associates is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Pultegroup Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 761
- +4 vs. Q2 2023
- Shares held
- 199.1M
- −1.73M (−0.9%) vs. Q2 2023
- Total value
- $14.9B
- −$717.4M (−4.6%) vs. Q2 2023
- New holders
- 94
- 278 more added
- Sold out
- 90
- 275 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PHM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,045 | $24.5B |
| Q1 2026 | 1,037 | $20.7B |
| Q4 2025 | 1,034 | $21.0B |
| Q3 2025 | 987 | $23.7B |
| Q2 2025 | 947 | $19.6B |
| Q1 2025 | 962 | $19.1B |
| Q4 2024 | 985 | $20.3B |
| Q3 2024 | 1,007 | $27.0B |
| Q2 2024 | 940 | $20.6B |
| Q1 2024 | 911 | $22.8B |
| Q4 2023 | 870 | $19.7B |
| Q3 2023 | 761 | $14.9B |
| Q2 2023 | 766 | $15.7B |
| Q1 2023 | 699 | $11.8B |
| Q4 2022 | 657 | $9.29B |
| Q3 2022 | 634 | $7.74B |
| Q2 2022 | 631 | $8.28B |
| Q1 2022 | 656 | $8.86B |
| Q4 2021 | 712 | $12.5B |
| Q3 2021 | 655 | $10.1B |
| Q2 2021 | 681 | $12.5B |
| Q1 2021 | 684 | $12.0B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Czech National Bank | 38,355 | $2.84M | 0.05% | +11,929+45.1% | Added |
| Schroder Investment Management Group | 39,007 | $2.89M | 0.00% | −2,871−6.9% | Reduced |
| Level Four Advisory Services, LLC | 39,298 | $2.91M | 0.19% | +332+0.9% | Added |
| CIBC World Markets Corp | 39,443 | $2.92M | 0.03% | −15,983−28.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 39,742 | $2.94M | 0.05% | −2,189−5.2% | Reduced |
| KBC Group NV | 40,651 | $3.01M | 0.01% | +18,989+87.7% | Added |
| Rockefeller Capital Management L.P. | 41,479 | $3.07M | 0.01% | +17,029+69.6% | Added |
| Quantinno Capital Management LP | 41,695 | $3.09M | 0.14% | +2,283+5.8% | Added |
| Hendershot Investments Inc. | 41,968 | $3.11M | 0.52% | −32,616−43.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42,141 | $3.12M | 0.12% | +5,022+13.5% | Added |
| Forsta Ap-Fonden | 42,300 | $3.13M | 0.03% | +1,900+4.7% | Added |
| Ethic Inc. | 42,846 | $3.17M | 0.11% | +9,785+29.6% | Added |
| River Wealth Advisors LLC | 42,851 | $3.17M | 0.57% | −3,644−7.8% | Reduced |
| Monument Capital Management | 43,029 | $3.19M | 1.07% | +1,037+2.5% | Added |
| DnB Asset Management AS | 43,268 | $3.20M | 0.02% | +7,665+21.5% | Added |
| Brinker Capital Investments, LLC | 43,401 | $3.21M | 0.04% | +612+1.4% | Added |
| Orion Portfolio Solutions, LLC | 43,401 | $3.21M | 0.04% | +612+1.4% | Added |
| Clough Capital Partners L P | 43,500 | $3.22M | 0.35% | −1,000−2.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,123 | $3.27M | 0.03% | +5,192+13.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 44,378 | $3.29M | 0.01% | −24,069−35.2% | Reduced |
| Mariner, LLC | 44,416 | $3.29M | 0.01% | −10,269−18.8% | Reduced |
| Shayne & Co., LLC | 44,719 | $3.31M | 1.10% | +44,719 | New |
| Texas Permanent School Fund | 45,360 | $3.36M | 0.03% | −1,465−3.1% | Reduced |
| Westpac Banking Corp | 45,498 | $3.37M | 0.25% | −19,224−29.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,682 | $3.38M | 0.05% | −1,194−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 45,693 | $3.38M | 0.03% | −109,169−70.5% | Reduced |
| Hennessy Advisors Inc | 46,100 | $3.41M | 0.24% | −1,100−2.3% | Reduced |
| Tredje AP-fonden | 46,561 | $3.45M | 0.05% | −11,326−19.6% | Reduced |
| ProShare Advisors LLC | 47,028 | $3.48M | 0.01% | −4,336−8.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 47,954 | $3.55M | 0.04% | −11,383−19.2% | Reduced |
| Twin Tree Management, LP | 48,613 | $3.60M | 0.12% | −191,671−79.8% | Reduced |
| Oppenheimer & Co Inc | 49,386 | $3.66M | 0.08% | −1,156−2.3% | Reduced |
| Glenmede Trust Co NA | 49,465 | $3.66M | 0.02% | +29,613+149.2% | Added |
| RBF Capital, LLC | 50,000 | $3.70M | 0.24% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 50,814 | $3.76M | 1.14% | −2,178−4.1% | Reduced |
| Shelton Capital Management | 51,400 | $3.81M | 0.14% | +23,900+86.9% | Added |
| Glenview Trust Co | 52,083 | $3.86M | 0.11% | −5,673−9.8% | Reduced |
| Hudson Capital Management LLC | 52,243 | $3.87M | 1.54% | −3,966−7.1% | Reduced |
| Two Sigma Investments, LP | 52,562 | $3.89M | 0.01% | +23,367+80.0% | Added |
| Stifel Financial Corp | 52,692 | $3.90M | 0.01% | +17,569+50.0% | Added |
| Lowe Brockenbrough & Co Inc | 53,500 | $3.96M | 0.31% | 00.0% | Unchanged |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 53,500 | $3.96M | 0.01% | +53,500 | New |
| MetLife Investment Management | 54,247 | $4.02M | 0.03% | −2,379−4.2% | Reduced |
| Truist Financial Corp | 54,849 | $4.06M | 0.01% | −1,769−3.1% | Reduced |
| FORA Capital, LLC | 56,721 | $4.20M | 0.37% | +56,721 | New |
| American International Group, Inc. | 58,054 | $4.30M | 0.03% | −2,379−3.9% | Reduced |
| Seascape Capital Management | 58,598 | $4.34M | 2.06% | −331−0.6% | Reduced |
| Twin Capital Management Inc | 59,009 | $4.37M | 0.63% | −4,340−6.9% | Reduced |
| Pinebridge Investments, L.P. | 59,776 | $4.43M | 0.05% | +13,071+28.0% | Added |
| BTC Capital Management, Inc. | 59,867 | $4.43M | 0.51% | −38,358−39.1% | Reduced |
| Gotham Asset Management, LLC | 60,068 | $4.45M | 0.09% | −11,540−16.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 60,829 | $4.50M | 0.01% | +60,829 | New |
| Arizona State Retirement System | 60,901 | $4.51M | 0.04% | −315−0.5% | Reduced |
| IFM Investors Pty Ltd | 61,024 | $4.52M | 0.06% | −418−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 62,648 | $4.64M | 0.51% | −800−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 64,383 | $4.77M | 0.01% | −9,325−12.7% | Reduced |
| Cetera Investment Advisers | 64,851 | $4.80M | 0.04% | +28,646+79.1% | Added |
| JustInvest LLC | 65,265 | $4.83M | 0.14% | +2,898+4.6% | Added |
| Patton Albertson Miller Group, LLC | 65,493 | $4.85M | 0.95% | +953+1.5% | Added |
| Aptus Capital Advisors, LLC | 66,803 | $4.95M | 0.14% | −40,426−37.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 68,007 | $5.04M | 0.07% | −900−1.3% | Reduced |
| Guggenheim Capital LLC | 68,635 | $5.08M | 0.04% | +8,232+13.6% | Added |
| SG Americas Securities, LLC | 68,807 | $5.09M | 0.07% | +9,024+15.1% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 68,882 | $5.10M | 1.70% | −512−0.7% | Reduced |
| Gabelli Funds LLC | 69,000 | $5.11M | 0.04% | −9,800−12.4% | Reduced |
| TD Waterhouse Canada Inc. | 70,753 | $5.19M | 0.05% | −1,809−2.5% | Reduced |
| Argyle Capital Management Inc. | 71,859 | $5.32M | 1.95% | −1,725−2.3% | Reduced |
| HighTower Advisors, LLC | 71,969 | $5.33M | 0.01% | +28,112+64.1% | Added |
| Castleark Management LLC | 73,060 | $5.41M | 0.28% | −44,340−37.8% | Reduced |
| Broad Peak Investment Holdings Ltd. | 74,000 | $5.48M | 0.71% | 00.0% | Unchanged |
| Nomura Holdings Inc | 75,609 | $5.60M | 0.06% | +11,560+18.0% | Added |
| Foster & Motley Inc | 75,745 | $5.61M | 0.46% | −1,302−1.7% | Reduced |
| STRS Ohio | 76,791 | $5.69M | 0.03% | +910+1.2% | Added |
| Standard Life Aberdeen plc | 77,265 | $5.72M | 0.01% | +12,868+20.0% | Added |
| Meeder Asset Management Inc | 77,418 | $5.73M | 0.45% | +50,119+183.6% | Added |
| Genus Capital Management Inc. | 78,293 | $5.80M | 0.91% | −9,788−11.1% | Reduced |
| Oliver Luxxe Assets LLC | 79,634 | $5.90M | 1.51% | +500+0.6% | Added |
| Neuberger Berman Group LLC | 80,186 | $5.94M | 0.01% | +13,520+20.3% | Added |
| Cubist Systematic Strategies, LLC | 83,865 | $6.21M | 0.08% | −48,239−36.5% | Reduced |
| Burney Co | 84,165 | $6.23M | 0.29% | −638−0.8% | Reduced |
| Wealthfront Advisers LLC | 84,244 | $6.24M | 0.03% | +3,982+5.0% | Added |
| Voya Investment Management LLC | 85,337 | $6.32M | 0.01% | −4,661−5.2% | Reduced |
| Toronto Dominion Bank | 85,599 | $6.34M | 0.01% | −43,414−33.7% | Reduced |
| USS Investment Management Ltd | 89,001 | $6.60M | 0.07% | +2,328+2.7% | Added |
| State of Michigan Retirement System | 89,269 | $6.61M | 0.04% | −7,200−7.5% | Reduced |
| Comerica Bank | 89,440 | $6.62M | 0.03% | +89,440 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 89,452 | $6.62M | 0.15% | +57,335+178.5% | Added |
| National Bank of Canada | 90,851 | $6.64M | 0.01% | +42,883+89.4% | Added |
| Nomura Asset Management Co Ltd | 89,804 | $6.65M | 0.03% | −370.0% | Reduced |
| NBW Capital LLC | 89,918 | $6.66M | 1.63% | +467+0.5% | Added |
| Verition Fund Management LLC | 90,203 | $6.68M | 0.09% | +21,376+31.1% | Added |
| DekaBank Deutsche Girozentrale | 93,047 | $6.96M | 0.02% | +3,381+3.8% | Added |
| Royal London Asset Management Ltd | 94,687 | $7.02M | 0.02% | +4,657+5.2% | Added |
| Swiss Life Asset Management Ltd | 95,335 | $7.06M | 0.11% | +20,268+27.0% | Added |
| Muhlenkamp & Co Inc | 95,743 | $7.09M | 2.45% | +41,224+75.6% | Added |
| Amalgamated Bank | 97,187 | $7.20M | 0.06% | +23,718+32.3% | Added |
| Vontobel Holding Ltd. | 97,794 | $7.24M | 0.07% | −11,903−10.9% | Reduced |
| Canada Pension Plan Investment Board | 98,400 | $7.29M | 0.01% | +29,400+42.6% | Added |
| Elk River Wealth Management, LLC | 100,094 | $7.43M | 1.64% | −86−0.1% | Reduced |
| Meritage Portfolio Management | 102,819 | $7.61M | 0.56% | −2,437−2.3% | Reduced |