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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 573,019 | $42.4M | 0.01% | −79,833−12.2% | Reduced |
| Mackenzie Financial Corp | 643,853 | $45.5M | 0.08% | −30,489−4.5% | Reduced |
| Citigroup Inc | 616,797 | $45.7M | 0.07% | −122,163−16.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 620,772 | $46.0M | 0.04% | −14,300−2.3% | Reduced |
| Assetmark, Inc | 634,701 | $47.0M | 0.19% | +350,202+123.1% | Added |
| Wells Fargo & Company | 639,200 | $47.3M | 0.01% | −86,214−11.9% | Reduced |
| Jane Street Group, LLC | 641,163 | $47.5M | 0.07% | +535,527+507.0% | Added |
| Jupiter Asset Management Ltd | 644,992 | $47.8M | 0.53% | +644,992 | New |
| Russell Investments Group, Ltd. | 658,496 | $48.9M | 0.10% | +80,324+13.9% | Added |
| Fiera Capital Corp | 710,172 | $52.6M | 0.17% | +16,491+2.4% | Added |
| Holocene Advisors, LP | 714,203 | $52.9M | 0.24% | +326,805+84.4% | Added |
| Swiss National Bank | 719,000 | $53.2M | 0.04% | −91,100−11.2% | Reduced |
| Nordea Investment Management AB | 724,935 | $54.3M | 0.08% | +94,200+14.9% | Added |
| Barclays PLC | 736,018 | $54.5M | 0.04% | −18,912−2.5% | Reduced |
| UBS Group AG | 755,759 | $56.0M | 0.03% | −51,206−6.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 758,200 | $56.1M | 0.13% | −114,200−13.1% | Reduced |
| JPMorgan Chase & Co | 763,810 | $56.6M | 0.01% | −13,453−1.7% | Reduced |
| Pictet Asset Management Holding SA | 801,363 | $59.3M | 0.07% | +801,363 | New |
| First Trust Advisors LP | 878,385 | $65.0M | 0.08% | +119,928+15.8% | Added |
| Captrust Financial Advisors | 910,781 | $67.4M | 0.26% | +13,262+1.5% | Added |
| Nuveen Asset Management, LLC | 940,599 | $69.7M | 0.02% | +70,414+8.1% | Added |
| Clark Capital Management Group, Inc. | 1,012,642 | $75.0M | 0.75% | +12,371+1.2% | Added |
| Victory Capital Management Inc | 1,048,896 | $77.7M | 0.09% | −161,783−13.4% | Reduced |
| UBS Asset Management Americas Inc | 1,130,145 | $83.7M | 0.04% | −193,992−14.7% | Reduced |
| Amundi | 1,152,189 | $84.0M | 0.04% | −255,639−18.2% | Reduced |
| Acadian Asset Management LLC | 1,150,464 | $85.2M | 0.36% | −103,327−8.2% | Reduced |
| Deutsche Bank AG | 1,155,129 | $85.5M | 0.06% | +244,872+26.9% | Added |
| Squarepoint Ops LLC | 1,160,722 | $86.0M | 0.42% | +990,088+580.2% | Added |
| Robeco Institutional Asset Management B.V. | 1,239,135 | $91.8M | 0.25% | +355,004+40.2% | Added |
| Caisse de Depot Et Placement du Quebec | 1,282,324 | $95.0M | 0.27% | +304,265+31.1% | Added |
| Charles Schwab Investment Management Inc | 1,368,296 | $101.3M | 0.03% | −619,688−31.2% | Reduced |
| Allianz Asset Management GmbH | 1,368,606 | $101.3M | 0.21% | +174,757+14.6% | Added |
| Millennium Management LLC | 1,404,095 | $104.0M | 0.11% | −156,593−10.0% | Reduced |
| Man Group plc | – | $109.4M | 0.34% | – | – |
| Legal & General Group Plc | 1,527,149 | $113.1M | 0.04% | −79,057−4.9% | Reduced |
| Goldman Sachs Group Inc | 1,613,212 | $119.5M | 0.03% | +320,350+24.8% | Added |
| Los Angeles Capital Management LLC | 1,629,587 | $120.7M | 0.51% | +193,089+13.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,728,411 | $128.0M | 0.15% | −329,399−16.0% | Reduced |
| HSBC Holdings PLC | 1,748,119 | $129.4M | 0.14% | +679,582+63.6% | Added |
| Alliancebernstein L.P. | 1,816,887 | $134.5M | 0.06% | −1,197,831−39.7% | Reduced |
| Ameriprise Financial Inc | 1,905,255 | $141.1M | 0.05% | −319,871−14.4% | Reduced |
| Pacer Advisors, Inc. | 1,943,247 | $143.9M | 0.55% | +963,322+98.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,954,842 | $144.8M | 0.28% | −2,008,472−50.7% | Reduced |
| Bank of America Corp | 1,968,118 | $145.7M | 0.02% | +23,420+1.2% | Added |
| Bank of New York Mellon Corp | 1,995,056 | $147.7M | 0.03% | +32,817+1.7% | Added |
| Northern Trust Corp | 2,520,242 | $186.6M | 0.04% | +195,448+8.4% | Added |
| Morgan Stanley | 3,115,877 | $230.7M | 0.02% | +61,953+2.0% | Added |
| Norges Bank | 3,786,335 | $280.4M | 0.06% | +35,035+0.9% | Added |
| LSV Asset Management | 4,084,336 | $302.4M | 0.70% | −264,370−6.1% | Reduced |
| AQR Capital Management LLC | 4,129,631 | $305.8M | 0.63% | −5,159−0.1% | Reduced |
| Invesco Ltd. | 4,432,965 | $328.3M | 0.09% | +522,032+13.3% | Added |
| Geode Capital Management, LLC | 4,967,153 | $367.1M | 0.04% | +60,543+1.2% | Added |
| FMR LLC | 5,484,469 | $406.1M | 0.04% | +95,945+1.8% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 5,702,018 | $422.2M | 5.47% | −81,332−1.4% | Reduced |
| Dimensional Fund Advisors LP | 7,052,473 | $522.3M | 0.17% | −28,446−0.4% | Reduced |
| State Street Corp | 10,366,000 | $769.3M | 0.04% | +61,592+0.6% | Added |
| Putnam Investments LLC | 10,811,039 | $800.6M | 1.22% | −411,565−3.7% | Reduced |
| BlackRock Inc. | 21,053,004 | $1.56B | 0.04% | +167,530+0.8% | Added |
| Vanguard Group Inc | 25,063,077 | $1.86B | 0.05% | −725,433−2.8% | Reduced |
| L2 Asset Management, LLC | 58 | – | – | −5,258−98.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −303,931−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −237,000−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| Goodman Financial Corp | 0 | $0 | 0.00% | −151,837−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −150,846−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −150,191−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −127,000−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −110,671−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −100,730−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −99,964−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −74,586−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −72,566−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −70,815−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −69,450−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −52,250−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −51,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −50,139−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −46,708−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −38,652−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −33,440−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −21,312−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −19,514−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −19,035−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,323−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −13,649−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,458−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −13,734−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −13,190−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,867−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −11,140−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −10,536−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −10,015−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −9,441−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −9,240−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −9,107−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −8,193−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −8,081−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,637−100.0% | Sold out |