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 |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 115 | $8.52K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 113 | $8.37K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 107 | $7.92K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 106 | $7.85K | 0.00% | +106 | New |
| FIL Ltd | 105 | $7.78K | 0.00% | +105 | New |
| Brown, Lisle/Cummings, Inc. | 100 | $7.41K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 89 | $6.59K | 0.01% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 88 | $6.54K | 0.00% | −1−1.1% | Reduced |
| Lindbrook Capital, LLC | 87 | $6.44K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 83 | $6.15K | 0.00% | −71−46.1% | Reduced |
| GW&K Investment Management, LLC | 85 | $6.00K | 0.00% | −2−2.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 71 | $5.26K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 69 | $5.11K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 65 | $5.00K | 0.00% | +65 | New |
| SJS Investment Consulting Inc. | 65 | $4.81K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 61 | $4.52K | 0.01% | +61 | New |
| Hollencrest Capital Management | 60 | $4.44K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 57 | $4.22K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 56 | $4.15K | 0.00% | −11−16.4% | Reduced |
| Harbor Investment Advisory, LLC | 55 | $4.07K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 53 | $3.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 44 | $3.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 44 | $3.26K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 41 | $3.04K | 0.00% | +41 | New |
| Benjamin F. Edwards & Company, Inc. | 39 | $3.00K | 0.00% | −261−87.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $3.00K | 0.00% | −12−25.5% | Reduced |
| Bollard Group LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 37 | $2.74K | 0.00% | −1−2.6% | Reduced |
| Laffer Tengler Investments | 34 | $2.52K | 0.00% | −8,825−99.6% | Reduced |
| MCF Advisors LLC | 31 | $2.30K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 29 | $2.15K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 26 | $1.93K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $1.85K | 0.00% | −23−47.9% | Reduced |
| Beacon Capital Management, LLC | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Motco | 19 | $1.41K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 14 | $1.04K | 0.00% | +14 | New |
| Tfo-TDC, LLC | 13 | $1.01K | 0.00% | +13 | New |
| SkyView Investment Advisors, LLC | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| Bartlett & Co. LLC | 9 | $1.00K | 0.00% | +9 | New |
| Washington Trust Co | 13 | $963 | 0.00% | −8−38.1% | Reduced |
| ORG Partners LLC | 11 | $821 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $815 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $790 | 0.00% | −66−84.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9 | $668 | 0.00% | +9 | New |
| TFC Financial Management | 8 | $593 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 5 | $370 | 0.00% | +5 | New |
| Antonetti Capital Management LLC | 2 | $149 | 0.00% | +1+100.0% | Added |
| Fairfield Financial Advisors, LTD | 2 | $141 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $74 | 0.00% | +1 | New |
| Asset Dedication, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |