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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 2,918 | $216.0K | 0.00% | +2,918 | New |
| C M Bidwell & Associates Ltd | 2,861 | $211.9K | 0.16% | +1,470+105.7% | Added |
| J.W. Cole Advisors, Inc. | 2,836 | $210.0K | 0.02% | +98+3.6% | Added |
| One Wealth Advisors, LLC | 2,814 | $208.4K | 0.05% | +163+6.1% | Added |
| Capital Investment Advisors, LLC | 2,804 | $207.7K | 0.01% | +2+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 2,804 | $207.6K | 0.00% | +2+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,799 | $207.3K | 0.00% | +233+9.1% | Added |
| AlphaCentric Advisors LLC | 2,775 | $205.5K | 0.12% | −367−11.7% | Reduced |
| FourThought Financial Partners, LLC | 2,768 | $205.0K | 0.03% | −101−3.5% | Reduced |
| Planned Solutions, Inc. | 2,757 | $204.2K | 0.12% | −103−3.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,750 | $203.6K | 0.01% | +2,750 | New |
| Capstone Investment Advisors, LLC | 2,689 | $199.1K | 0.01% | +1,158+75.6% | Added |
| Huntington National Bank | 2,666 | $197.4K | 0.00% | +40+1.5% | Added |
| Providence Capital Advisors, LLC | 2,659 | $196.9K | 0.05% | +47+1.8% | Added |
| Global Retirement Partners, LLC | 2,603 | $188.3K | 0.01% | −49−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,533 | $187.6K | 0.01% | −217−7.9% | Reduced |
| Covestor Ltd | 2,517 | $186.0K | 0.14% | +506+25.2% | Added |
| Quent Capital, LLC | 2,365 | $175.1K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 2,362 | $174.9K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,350 | $174.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,213 | $163.9K | 0.03% | −7−0.3% | Reduced |
| Colonial Trust Co | 2,164 | $160.2K | 0.04% | +50+2.4% | Added |
| Credit Agricole S A | 2,065 | $152.9K | 0.00% | +2,065 | New |
| Bokf, NA | 1,961 | $144.3K | 0.00% | +114+6.2% | Added |
| Sugarloaf Wealth Management, LLC | 1,695 | $125.5K | 0.03% | +143+9.2% | Added |
| TD Private Client Wealth LLC | 1,650 | $122.2K | 0.01% | +179+12.2% | Added |
| Spotlight Asset Group, Inc. | 1,645 | $121.8K | 0.11% | −147−8.2% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $118.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,544 | $114.3K | 0.01% | +153+11.0% | Added |
| Laurion Capital Management LP | 1,415 | $104.8K | 0.00% | −1,520−51.8% | Reduced |
| Massmutual Trust Co FSB | 1,356 | $100.4K | 0.00% | +34+2.6% | Added |
| Capital Analysts, LLC | 1,356 | $100.0K | 0.01% | +207+18.0% | Added |
| Hexagon Capital Partners LLC | 1,307 | $96.8K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,281 | $95.0K | 0.05% | −240−15.8% | Reduced |
| Allworth Financial LP | 1,187 | $87.9K | 0.00% | +26+2.2% | Added |
| Farther Finance Advisors, LLC | 1,177 | $87.2K | 0.01% | +131+12.5% | Added |
| West Tower Group, LLC | 1,055 | $78.1K | 0.04% | +674+176.9% | Added |
| Bay Harbor Wealth Management, LLC | 959 | $71.2K | 0.03% | +959 | New |
| Itau Unibanco Holding S.A. | 938 | $69.5K | 0.00% | +89+10.5% | Added |
| Adirondack Trust Co | 925 | $68.5K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 872 | $64.6K | 0.01% | +6+0.7% | Added |
| Leonteq Securities AG | 871 | $64.5K | 0.01% | +566+185.6% | Added |
| Private Trust Co NA | 859 | $63.6K | 0.01% | +172+25.0% | Added |
| Salomon & Ludwin, LLC | 800 | $59.2K | 0.01% | +800 | New |
| Deseret Mutual Benefit Administrators | 779 | $57.7K | 0.03% | −172−18.1% | Reduced |
| Pacific Center for Financial Services | 712 | $52.7K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 704 | $52.1K | 0.00% | +704 | New |
| Castleview Partners, LLC | 694 | $51.4K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 711 | $51.1K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 690 | $51.1K | 0.03% | +690 | New |
| St Germain D J Co Inc | 680 | $50.4K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 646 | $48.0K | 0.02% | +47+7.8% | Added |
| Cary Street Partner Investment Advisory LLC | 639 | $47.3K | 0.00% | +25+4.1% | Added |
| Fisher Asset Management, LLC | 629 | $46.6K | 0.00% | +629 | New |
| Proequities, Inc. | 616 | $45.7K | 0.00% | +124+25.2% | Added |
| Financial Management Professionals, Inc. | 593 | $44.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 538 | $41.0K | 0.00% | +538 | New |
| FinTrust Capital Advisors, LLC | 523 | $38.7K | 0.01% | −121−18.8% | Reduced |
| Baystate Wealth Management LLC | 490 | $36.3K | 0.00% | +319+186.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 487 | $36.2K | 0.02% | +487 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 483 | $35.8K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 470 | $34.8K | 0.00% | +390+487.5% | Added |
| Carolinas Wealth Consulting LLC | 449 | $33.0K | 0.01% | +220+96.1% | Added |
| Arlington Partners LLC | 440 | $32.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 440 | $32.6K | 0.01% | +440 | New |
| Whittier Trust Co | 428 | $31.7K | 0.00% | +33+8.4% | Added |
| Spire Wealth Management | 410 | $30.4K | 0.00% | −490−54.4% | Reduced |
| Grove Bank & Trust | 410 | $30.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 410 | $30.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 410 | $30.4K | 0.00% | +283+222.8% | Added |
| Ancora Advisors, LLC | 400 | $29.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 399 | $29.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 396 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 390 | $28.9K | 0.01% | +77+24.6% | Added |
| Coppell Advisory Solutions LLC | 579 | $26.4K | 0.01% | +206+55.2% | Added |
| RFP Financial Group LLC | 335 | $24.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 332 | $24.6K | 0.00% | +135+68.5% | Added |
| BOK Financial Private Wealth, Inc. | 302 | $22.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 292 | $21.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 288 | $21.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 285 | $21.1K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 263 | $19.5K | 0.01% | +38+16.9% | Added |
| Harbour Investments, Inc. | 260 | $19.3K | 0.00% | +45+20.9% | Added |
| JFS Wealth Advisors, LLC | 258 | $19.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 263 | $19.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 224 | $16.6K | 0.01% | +224 | New |
| AdvisorNet Financial, Inc | 223 | $16.5K | 0.00% | +65+41.1% | Added |
| Lee Financial Co | 220 | $16.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 207 | $15.3K | 0.00% | +58+38.9% | Added |
| Steward Financial Group LLC | 211 | $15.0K | 0.00% | +1+0.5% | Added |
| Venturi Wealth Management, LLC | 200 | $14.8K | 0.00% | +173+640.7% | Added |
| CNB Bank | 197 | $14.6K | 0.01% | +197 | New |
| Core Alternative Capital | 195 | $14.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 164 | $12.1K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 157 | $11.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 153 | $11.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 150 | $11.1K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 145 | $10.7K | 0.01% | +145 | New |
| PFG Private Wealth Management, LLC | 126 | $9.33K | 0.01% | 00.0% | Unchanged |