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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5,239 | $387.9K | 0.01% | −15,876−75.2% | Reduced |
| MQS Management LLC | 5,235 | $387.7K | 0.24% | +5,235 | New |
| Financial Counselors Inc | 5,211 | $385.9K | 0.01% | +94+1.8% | Added |
| FDx Advisors, Inc. | 5,186 | $384.0K | 0.03% | +5,186 | New |
| Brown Brothers Harriman & Co | 5,134 | $380.2K | 0.00% | +1,875+57.5% | Added |
| Moody National Bank Trust Division | 5,108 | $378.2K | 0.02% | −238−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,082 | $376.3K | 0.01% | +333+7.0% | Added |
| DoubleLine ETF Adviser LP | 5,023 | $372.0K | 0.13% | +169+3.5% | Added |
| Connectus Wealth, LLC | 5,000 | $370.3K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,997 | $370.0K | 0.06% | +242+5.1% | Added |
| Wetherby Asset Management Inc | 4,959 | $367.2K | 0.02% | −100−2.0% | Reduced |
| Oak Thistle LLC | 4,952 | $366.7K | 0.11% | +4,952 | New |
| Clarkston Capital Partners, LLC | 4,829 | $357.6K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 4,818 | $356.8K | 0.04% | +4,818 | New |
| Dynamic Technology Lab Private Ltd | 4,809 | $356.0K | 0.04% | −16,312−77.2% | Reduced |
| Paragon Capital Management Ltd | 4,775 | $353.7K | 0.08% | −187−3.8% | Reduced |
| NBC Securities, Inc. | 4,766 | $352.0K | 0.04% | +4,766 | New |
| Tocqueville Asset Management L.P. | 4,747 | $351.5K | 0.01% | −883−15.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,736 | $350.7K | 0.06% | −84−1.7% | Reduced |
| Evolution Wealth Advisors, LLC | 4,708 | $348.6K | 0.08% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 4,650 | $344.3K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,621 | $342.2K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 4,539 | $336.1K | 0.21% | +882+24.1% | Added |
| Cipher Capital LP | 4,519 | $334.6K | 0.24% | +4,519 | New |
| Keebeck Alpha, LP | 4,509 | $333.9K | 0.33% | +1,840+68.9% | Added |
| Atria Wealth Solutions, Inc. | 4,485 | $332.1K | 0.00% | +4,485 | New |
| National Asset Management, Inc. | 4,472 | $331.9K | 0.01% | +1,099+32.6% | Added |
| Diametric Capital, LP | 4,460 | $330.3K | 0.14% | +4,460 | New |
| Oversea-Chinese Banking CORP Ltd | 4,456 | $330.0K | 0.02% | +1,613+56.7% | Added |
| Profund Advisors LLC | 4,402 | $326.0K | 0.02% | −1,214−21.6% | Reduced |
| Smith, Salley & Associates | 4,391 | $325.2K | 0.02% | −6−0.1% | Reduced |
| Stokes Family Office, LLC | 4,366 | $323.3K | 0.04% | +78+1.8% | Added |
| Richard W. Paul & Associates, LLC | 4,350 | $322.1K | 0.15% | +4,350 | New |
| Family Firm, Inc. | 4,328 | $320.5K | 0.09% | +9+0.2% | Added |
| United Community Bank | 4,273 | $316.4K | 0.16% | +4,273 | New |
| Central Trust Co | 4,232 | $313.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,224 | $312.8K | 0.01% | +15+0.4% | Added |
| Intact Investment Management Inc. | 4,200 | $311.0K | 0.01% | −2,600−38.2% | Reduced |
| Quantbot Technologies LP | 4,193 | $310.5K | 0.02% | +4,193 | New |
| CoreCap Advisors, LLC | 4,156 | $307.8K | 0.02% | −5,228−55.7% | Reduced |
| Power Corp of Canada | 4,143 | $306.8K | 0.02% | −4,143−50.0% | Reduced |
| Alps Advisors Inc | 4,129 | $305.8K | 0.00% | −1,813−30.5% | Reduced |
| Patten Group, Inc. | 4,057 | $300.4K | 0.09% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,030 | $298.4K | 0.10% | +4,030 | New |
| Yorktown Management & Research Co Inc | 4,000 | $296.2K | 0.33% | −5,100−56.0% | Reduced |
| Balyasny Asset Management LLC | 3,999 | $296.1K | 0.00% | −123,437−96.9% | Reduced |
| Raleigh Capital Management Inc. | 3,933 | $291.2K | 0.15% | +3,590+1,046.6% | Added |
| Glen Eagle Advisors, LLC | 3,931 | $291.1K | 0.07% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,863 | $286.1K | 0.02% | 00.0% | Unchanged |
| Hazelview Securities Inc. | 3,900 | $285.6K | 0.05% | +3,900 | New |
| Advisors Asset Management, Inc. | 3,837 | $284.1K | 0.01% | −4,688−55.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,832 | $283.8K | 0.08% | −207−5.1% | Reduced |
| V-Square Quantitative Management LLC | 3,823 | $283.1K | 0.12% | +2,473+183.2% | Added |
| Precision Wealth Strategies, LLC | 3,712 | $274.9K | 0.30% | +3,712 | New |
| Tectonic Advisors LLC | 3,703 | $274.2K | 0.03% | +3,703 | New |
| State of Wyoming | 3,644 | $269.8K | 0.06% | −2,845−43.8% | Reduced |
| Coldstream Capital Management Inc | 3,633 | $269.0K | 0.01% | +11+0.3% | Added |
| Ascent Group, LLC | 3,291 | $266.3K | 0.03% | −38−1.1% | Reduced |
| Watershed Asset Management, L.L.C. | 3,583 | $265.3K | 0.32% | −251−6.5% | Reduced |
| We Are One Seven, LLC | 3,554 | $263.2K | 0.02% | −2−0.1% | Reduced |
| Laidlaw Wealth Management LLC | 3,545 | $262.5K | 0.09% | +3,545 | New |
| Wahed Invest LLC | 3,520 | $260.7K | 0.08% | +328+10.3% | Added |
| Horizon Investments, LLC | 3,518 | $260.5K | 0.01% | −189−5.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,514 | $260.2K | 0.02% | −1,019−22.5% | Reduced |
| EHP Funds Inc. | 3,500 | $259.2K | 0.12% | +3,500 | New |
| First Horizon Advisors, Inc. | 3,494 | $258.7K | 0.01% | +22+0.6% | Added |
| Comerica Securities,inc. | 3,478 | $258.1K | 0.02% | +642+22.6% | Added |
| Peapack Gladstone Financial Corp | 3,481 | $258.0K | 0.00% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,476 | $257.4K | 0.07% | +680+24.3% | Added |
| RFG Advisory, LLC | 3,417 | $253.1K | 0.01% | −832−19.6% | Reduced |
| Denali Advisors LLC | 3,407 | $252.3K | 0.09% | −2,313−40.4% | Reduced |
| Brown Capital Management LLC | 3,399 | $251.7K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,383 | $250.5K | 0.01% | +72+2.2% | Added |
| USA Financial Portformulas Corp | 3,366 | $249.3K | 0.37% | +843+33.4% | Added |
| Ronald Blue Trust, Inc. | 3,176 | $247.0K | 0.00% | +393+14.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,330 | $246.6K | 0.03% | −540−14.0% | Reduced |
| Choate Investment Advisors | 3,294 | $243.9K | 0.01% | +3,294 | New |
| Smithfield Trust Co | 3,267 | $241.0K | 0.01% | +2,392+273.4% | Added |
| Ellevest, Inc. | 3,241 | $240.0K | 0.02% | +112+3.6% | Added |
| Change Path, LLC | 3,211 | $238.0K | 0.02% | +17+0.5% | Added |
| Optimum Investment Advisors | 3,200 | $237.0K | 0.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,191 | $236.3K | 0.02% | −918−22.3% | Reduced |
| Algert Global LLC | 3,154 | $233.6K | 0.01% | −18,531−85.5% | Reduced |
| Moreno Evelyn V | 3,140 | $232.5K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,140 | $232.5K | 0.04% | +3,140 | New |
| Riverwater Partners LLC | 3,139 | $232.4K | 0.21% | +3,139 | New |
| Wedbush Securities Inc | 3,116 | $231.0K | 0.01% | −569−15.4% | Reduced |
| Everhart Financial Group, Inc. | 3,098 | $229.4K | 0.10% | +340+12.3% | Added |
| Voya Financial Advisors, Inc. | 3,067 | $229.3K | 0.03% | +3,067 | New |
| Ballentine Partners, LLC | 3,083 | $228.3K | 0.01% | +54+1.8% | Added |
| Impact Partnership Wealth, LLC | 3,076 | $227.8K | 0.07% | −2,315−42.9% | Reduced |
| Vantage Consulting Group Inc | 3,058 | $226.4K | 0.15% | −340−10.0% | Reduced |
| Syntax Advisors, LLC | 3,058 | $226.4K | 0.20% | −340−10.0% | Reduced |
| Argent Trust Co | 3,016 | $223.3K | 0.01% | +204+7.3% | Added |
| Legal Advantage Investments, Inc. | 3,000 | $222.2K | 0.16% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 3,000 | $222.2K | 0.12% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,981 | $220.8K | 0.03% | +10.0% | Added |
| Campbell & CO Investment Adviser LLC | 2,955 | $218.8K | 0.03% | −2,216−42.9% | Reduced |
| Bleakley Financial Group, LLC | 2,929 | $216.9K | 0.01% | −94−3.1% | Reduced |
| Sawtooth Solutions, LLC | 2,929 | $216.9K | 0.01% | −93−3.1% | Reduced |