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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.

Institutional holdersQ3 2023: 761 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ3 2023: $14.9B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q2 2023.

Institutions holding PHM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Teza Capital Management LLC0$00.00%−7,419−100.0%Sold out
Unigestion Holding SA0$00.00%−6,945−100.0%Sold out
Pinkerton Retirement Specialists, LLC0$00.00%−6,762−100.0%Sold out
Diversified Trust Co0$00.00%−6,711−100.0%Sold out
M&G Investment Management Ltd0$00.00%−5,977−100.0%Sold out
DuPont Capital Management Corp0$00.00%−5,903−100.0%Sold out
Tactive Advisors, LLC0$00.00%−5,796−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−5,577−100.0%Sold out
Balboa Wealth Partners0$00.00%−5,403−100.0%Sold out
Mutual Advisors, LLC0$00.00%−5,401−100.0%Sold out
Delphia (USA) Inc.0$00.00%−5,017−100.0%Sold out
Shay Capital LLC0$00.00%−5,000−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−4,815−100.0%Sold out
Gladstone Institutional Advisory LLC0$00.00%−4,707−100.0%Sold out
Veritable, L.P.0$00.00%−4,677−100.0%Sold out
GW Henssler & Associates Ltd0$00.00%−4,562−100.0%Sold out
AIA Group Ltd0$00.00%−4,164−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−4,060−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−3,810−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−3,668−100.0%Sold out
Community Bank & Trust, Waco, Texas0$00.00%−3,616−100.0%Sold out
Meeder Advisory Services, Inc.0$00.00%−3,391−100.0%Sold out
Eads & Heald Wealth Management0$00.00%−3,259−100.0%Sold out
Inceptionr LLC0$00.00%−3,228−100.0%Sold out
TFB Advisors LLC0$00.00%−3,186−100.0%Sold out
Gitterman Wealth Management, LLC0$00.00%−3,139−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−3,100−100.0%Sold out
American Trust0$00.00%−3,051−100.0%Sold out
Wellington Management Group LLP0$00.00%−3,008−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−2,810−100.0%Sold out
Cigna Investments Inc0$00.00%−2,792−100.0%Sold out
Kolinsky Wealth Management, LLC0$00.00%−2,795−100.0%Sold out
Empower Advisory Group, LLC0$00.00%−2,764−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−2,711−100.0%Sold out
Hancock Whitney Corp0$00.00%−2,701−100.0%Sold out
Wexford Capital LP0$00.00%−2,627−100.0%Sold out
Trust Asset Management LLC0$00.00%−2,627−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−2,550−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−2,450−100.0%Sold out
Ossiam0$00.00%−1,761−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−1,555−100.0%Sold out
Meitav Dash Investments Ltd0$00.00%−590−100.0%Sold out
CVA Family Office, LLC0$00.00%−570−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−20,150−100.0%Sold out
Clear Street Markets LLC0$00.00%−291−100.0%Sold out
Westside Investment Management, Inc.0$00.00%−168−100.0%Sold out
Disciplined Investments, LLC0$00.00%−60−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−56−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−55−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−50−100.0%Sold out
25 LLC0$00.00%−9−100.0%Sold out
Pictet Asset Management SA––––Not filed
EA Series Trust––––Not filed
Kames Capital plc––––Not filed
Efg Capital International Corp.––––Not filed
First National Bank of South Miami––––Not filed
BDO Wealth Advisors, LLC––––Not filed
Lansing Street Advisors––––Not filed
First Capital Advisors Group, LLC.––––Not filed
Vigilant Capital Management, LLC––––Not filed