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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 11,085 | $820.8K | 0.01% | +725+7.0% | Added |
| Saber Capital Managment, LLC | 11,037 | $817.3K | 1.44% | −25−0.2% | Reduced |
| Telemus Capital, LLC | 10,875 | $805.3K | 0.07% | −331−3.0% | Reduced |
| Csenge Advisory Group | 10,718 | $793.7K | 0.05% | +1,479+16.0% | Added |
| True Wealth Design, LLC | 10,692 | $791.7K | 0.26% | −2,556−19.3% | Reduced |
| JT Stratford LLC | 10,666 | $789.8K | 0.20% | +10,666 | New |
| Wolverine Trading, LLC | 10,643 | $788.1K | 0.01% | −32,659−75.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,631 | $787.2K | 0.02% | +10,631 | New |
| Checchi Capital Advisers, LLC | 10,608 | $785.5K | 0.07% | −361−3.3% | Reduced |
| Institute for Wealth Management, LLC. | 10,500 | $777.5K | 0.14% | −14−0.1% | Reduced |
| CWM, LLC | 10,449 | $774.0K | 0.00% | +2,609+33.3% | Added |
| Unison Advisors LLC | 10,424 | $773.6K | 0.09% | +20+0.2% | Added |
| Umb Bank N A | 10,361 | $767.2K | 0.01% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 10,300 | $762.7K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 10,251 | $759.1K | 0.09% | +4,033+64.9% | Added |
| Outlook Wealth Advisors, LLC | 10,163 | $752.6K | 0.29% | +10,163 | New |
| Friedenthal Financial | 10,132 | $750.3K | 0.51% | +158+1.6% | Added |
| Washington Capital Management Inc | 10,000 | $740.5K | 0.68% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $740.5K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,863 | $730.4K | 0.01% | −3,315−25.2% | Reduced |
| Caption Management, LLC | 9,800 | $725.7K | 0.09% | +7,300+292.0% | Added |
| Bessemer Group Inc | 9,787 | $724.0K | 0.00% | +1,475+17.7% | Added |
| Cypress Capital Group | 9,765 | $723.1K | 0.10% | +9,765 | New |
| Snowden Capital Advisors LLC | 9,760 | $722.7K | 0.03% | −1,059−9.8% | Reduced |
| Strategic Investment Advisors | 9,757 | $722.5K | 0.12% | +9,757 | New |
| Penserra Capital Management LLC | 9,777 | $722.0K | 0.01% | −550−5.3% | Reduced |
| Bradley Foster & Sargent Inc | 9,170 | $712.3K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,412 | $697.0K | 0.02% | +9,412 | New |
| Atlas Capital Advisors LLC | 9,392 | $695.5K | 0.11% | +248+2.7% | Added |
| APG Asset Management N.V. | 9,374 | $694.1K | 0.00% | +100+1.1% | Added |
| Prelude Capital Management, LLC | 9,287 | $687.7K | 0.06% | −7,006−43.0% | Reduced |
| Metropolitan Life Insurance Co | 9,079 | $672.3K | 0.03% | −648−6.7% | Reduced |
| CSS LLC | 9,000 | $666.5K | 0.06% | +6,000+200.0% | Added |
| Cidel Asset Management Inc | 8,964 | $663.8K | 0.03% | −182,490−95.3% | Reduced |
| CenterBook Partners LP | 8,940 | $662.0K | 0.08% | +8,940 | New |
| Balentine LLC | 8,905 | $659.4K | 0.02% | −1,600−15.2% | Reduced |
| Concord Wealth Partners | 8,806 | $652.1K | 0.14% | +2,688+43.9% | Added |
| Savant Capital, LLC | 8,803 | $651.9K | 0.01% | −3,877−30.6% | Reduced |
| Perpetual Ltd | 8,735 | $646.8K | 0.01% | −12,432−58.7% | Reduced |
| Everence Capital Management Inc | 8,540 | $632.0K | 0.05% | +8,540 | New |
| Norinchukin Bank, The | 8,421 | $623.6K | 0.01% | −9,242−52.3% | Reduced |
| Pinnacle Associates Ltd | 8,419 | $623.4K | 0.01% | −878−9.4% | Reduced |
| Aspire Private Capital, LLC | 8,221 | $608.8K | 0.20% | +8,104+6,926.5% | Added |
| Tokio Marine Asset Management Co Ltd | 8,134 | $602.3K | 0.04% | +2,600+47.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,123 | $601.5K | 0.00% | +8,123 | New |
| Cascade Investment Advisors, Inc. | 8,040 | $595.4K | 0.47% | +225+2.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,986 | $591.4K | 0.05% | −27−0.3% | Reduced |
| Empirical Finance, LLC | 7,929 | $587.1K | 0.04% | +652+9.0% | Added |
| Transcend Wealth Collective, LLC | 7,890 | $584.3K | 0.06% | −77−1.0% | Reduced |
| Petra Financial Advisors Inc | 7,887 | $584.0K | 0.49% | +7,887 | New |
| Clarius Group, LLC | 7,779 | $576.0K | 0.05% | −1,044−11.8% | Reduced |
| CIBC Private Wealth Group, LLC | 7,729 | $572.3K | 0.00% | +1,543+24.9% | Added |
| Contravisory Investment Management, Inc. | 7,718 | $571.5K | 0.16% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 7,639 | $565.7K | 0.01% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 7,619 | $564.2K | 0.19% | +2,343+44.4% | Added |
| Veriti Management LLC | 7,531 | $557.7K | 0.06% | −10.0% | Reduced |
| Stevens Capital Management LP | 7,395 | $548.0K | 0.16% | +7,395 | New |
| Carolina Wealth Advisors, LLC | 7,324 | $542.3K | 0.31% | +7,324 | New |
| HM Payson & Co | 7,183 | $531.9K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,118 | $527.1K | 0.06% | −623−8.0% | Reduced |
| Strategy Asset Managers LLC | 7,093 | $525.2K | 0.14% | +7,093 | New |
| Tyler-Stone Wealth Management | 7,066 | $523.0K | 0.30% | +1,086+18.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,927 | $512.9K | 0.01% | −114−1.6% | Reduced |
| Private Advisory Group LLC | 6,845 | $506.9K | 0.10% | +6,845 | New |
| Anchor Investment Management, LLC | 6,751 | $499.9K | 0.07% | −100−1.5% | Reduced |
| Stratos Wealth Partners, LTD. | 6,731 | $498.5K | 0.01% | +46+0.7% | Added |
| First Hawaiian Bank | 6,677 | $494.4K | 0.02% | +130+2.0% | Added |
| ExodusPoint Capital Management, LP | 6,670 | $494.0K | 0.01% | −15,308−69.7% | Reduced |
| Hanseatic Management Services Inc | 6,586 | $487.7K | 0.91% | +20.0% | Added |
| River Street Advisors LLC | 6,521 | $482.9K | 0.46% | +847+14.9% | Added |
| Tudor Investment Corp Et Al | 6,500 | $481.3K | 0.01% | +6,500 | New |
| Neo Ivy Capital Management | 6,476 | $480.0K | 0.21% | +6,476 | New |
| Intech Investment Management LLC | 6,255 | $463.2K | 0.01% | −893−12.5% | Reduced |
| Johnson Investment Counsel Inc | 6,249 | $462.7K | 0.01% | −617−9.0% | Reduced |
| Echo Street Capital Management LLC | 6,029 | $446.4K | 0.00% | +6,029 | New |
| Banco Santander, S.A. | 6,018 | $445.6K | 0.01% | +6,018 | New |
| Cetera Advisors LLC | 6,013 | $445.2K | 0.01% | +2,020+50.6% | Added |
| Lido Advisors, LLC | 5,961 | $441.4K | 0.00% | +5,961 | New |
| Integrated Wealth Concepts LLC | 5,945 | $440.2K | 0.01% | −396−6.2% | Reduced |
| Boston Private Wealth LLC | 5,928 | $439.0K | 0.01% | −23−0.4% | Reduced |
| Virtus Investment Advisers, Inc. | 5,926 | $438.8K | 0.30% | −693−10.5% | Reduced |
| Schechter Investment Advisors, LLC | 5,864 | $434.2K | 0.04% | +203+3.6% | Added |
| Pitcairn Co | 5,858 | $433.8K | 0.04% | +300+5.4% | Added |
| AdvisorShares Investments LLC | 5,736 | $424.8K | 0.11% | −132−2.2% | Reduced |
| Lakeview Capital Partners, LLC | 5,730 | $424.3K | 0.08% | −4,462−43.8% | Reduced |
| Oppenheimer Asset Management Inc. | 5,691 | $421.4K | 0.01% | −6−0.1% | Reduced |
| Ci Investments Inc. | 5,635 | $417.0K | 0.00% | −76−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,616 | $415.9K | 0.02% | +30+0.5% | Added |
| Roman Butler Fullerton & Co | 5,660 | $412.5K | 0.19% | +2,307+68.8% | Added |
| Signaturefd, LLC | 5,570 | $412.5K | 0.01% | +200+3.7% | Added |
| Blueshift Asset Management, LLC | 5,555 | $411.3K | 0.24% | +2,312+71.3% | Added |
| Keebeck Wealth Management, LLC | 5,524 | $409.9K | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,515 | $408.4K | 0.03% | −410−6.9% | Reduced |
| Patron Partners Advisors, LLC | 5,500 | $407.3K | 0.30% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5,477 | $406.0K | 0.10% | +11+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,401 | $399.9K | 0.01% | −9,100−62.8% | Reduced |
| Moloney Securities Asset Management, LLC | 5,391 | $399.2K | 0.07% | +5,391 | New |
| Sherbrooke Park Advisers LLC | 5,388 | $399.0K | 0.13% | +5,388 | New |
| Private Advisor Group, LLC | 5,385 | $398.8K | 0.00% | +997+22.7% | Added |
| Greenleaf Trust | 5,375 | $398.0K | 0.00% | −58−1.1% | Reduced |