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Livermore
Livermore
ZHEN

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.

Q4 2023 vs. Q3 2023

How the institutions holding Pultegroup Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of PHM: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders76114870+123
Shares199.1M603.0K191.0M−7.44M (−3.7%)
Value$14.9B$44.7M$19.7B+$4.91B (+33.2%)

14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (185)

Institutions that held Pultegroup Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 185 by value.

Institutions new to PHM in Q4 2023
InstitutionSharesValue% of portfolio
RE Advisers Corp197,800$20.4M0.52%
Generate Investment Management Ltd195,019$20.1M1.74%
Walleye Trading LLC188,141$19.4M0.29%
Alyeska Investment Group, L.P.179,017$18.5M0.12%
Eastern Bank123,475$12.7M0.58%
Aware Super Pty Ltd as trustee of Aware Super92,340$10.8M0.15%
Trexquant Investment LP84,783$8.75M0.20%
Degroof Petercam Asset Management77,100$7.96M0.10%
Wellington Management Group LLP55,522$5.73M0.00%
Investment Management Corp of Ontario55,011$5.68M0.14%
Spectrum Wealth Counsel, LLC53,251$5.50M0.76%
Marsico Capital Management LLC42,228$4.36M0.17%
HRT Financial LP35,738$3.69M0.03%
Pathstone Holdings, LLC34,181$3.53M0.02%
Prime Capital Investment Advisors, LLC32,092$3.31M0.05%
PEAK6 Investments LLC29,677$3.06M0.13%
Kames Capital plc27,270$2.81M0.04%
Healthcare of Ontario Pension Plan Trust Fund27,000$2.79M0.01%
Peak Financial Advisors LLC26,383$2.72M1.82%
Engineers Gate Manager LP23,644$2.44M0.07%
Advisors Preferred, LLC22,354$2.27M0.38%
Harvest Investment Services, LLC19,421$2.00M0.92%
3Chopt Investment Partners, LLC18,681$1.93M0.71%
Sequoia Financial Advisors, LLC17,563$1.81M0.02%
Axq Capital, LP15,500$1.60M0.43%
GLOBALT Investments LLC14,057$1.45M0.06%
Unique Wealth Strategies, LLC13,362$1.38M0.92%
UBS Oconnor LLC12,918$1.33M0.04%
AlTi Global, Inc.12,695$1.31M0.04%
IMC-Chicago, LLC11,819$1.22M0.04%
TrimTabs Asset Management, LLC11,308$1.17M0.34%
LMR Partners LLP11,269$1.16M0.03%
TCW Group Inc10,825$1.12M0.01%
Castlekeep Investment Advisors LLC10,475$1.08M0.77%
Atria Investments LLC10,330$1.07M0.02%
Advisor Resource Council10,095$1.04M0.12%
Two Sigma Securities, LLC9,900$1.02M0.05%
Polianta Ltd9,800$1.01M0.59%
United Capital Financial Advisers, LLC9,668$998.0K0.01%
Marshall Financial Group LLC9,603$991.2K0.32%
SRN Advisors, LLC9,414$971.7K0.87%
Principal Securities, Inc.9,369$967.0K0.04%
Midland Wealth Advisors LLC8,126$838.8K0.06%
Lord, Abbett & Co. LLC8,108$837.0K0.00%
WealthTrust Asset Management, LLC7,281$751.5K0.63%
Unigestion Holding SA7,071$729.9K0.04%
Personal Cfo Solutions, LLC6,963$718.7K0.12%
National Wealth Management Group, LLC6,931$715.4K0.69%
Bridgefront Capital, LLC6,856$707.7K0.53%
Lecap Asset Management Ltd6,814$703.3K0.26%
Independent Financial Group, LLC6,440$664.7K0.04%
Two Sigma Advisers, LP6,200$640.0K0.00%
Machina Capital S.A.S.6,022$621.6K0.40%
SkyOak Wealth, LLC5,918$610.9K0.16%
HighPoint Advisor Group LLC5,227$605.0K0.04%
Eisler Capital (UK) Ltd.5,721$590.5K0.05%
FJ Investments, LLC5,559$573.8K0.03%
Paloma Partners Management Co5,402$557.6K0.09%
Meiji Yasuda Life Insurance Co5,250$541.9K0.01%
Fiduciary Family Office, LLC4,986$514.7K0.23%
Quest Partners LLC4,816$497.1K0.11%
Weiss Multi-Strategy Advisers LLC4,513$466.0K0.01%
Tactive Advisors, LLC4,143$427.6K0.28%
Capula Management Ltd4,080$421.1K0.03%
Colonial River Wealth Management, LLC3,989$411.7K0.24%
Moody Aldrich Partners LLC3,956$408.3K0.07%
Atomi Financial Group, Inc.3,841$396.5K0.05%
Shell Asset Management Co3,792$391.0K0.02%
Community Bank & Trust, Waco, Texas3,741$386.0K0.11%
CAPROCK Group, Inc.3,716$384.3K0.02%
AIA Group Ltd3,636$375.3K0.02%
NorthRock Partners, LLC3,489$360.8K0.02%
Mirabella Financial Services LLP3,393$350.2K0.05%
Nebula Research & Development LLC3,297$340.3K0.10%
Candriam Luxembourg S.C.A.3,206$330.9K0.00%
W.H. Cornerstone Investments Inc.3,190$329.0K0.26%
1858 Wealth Management, LLC3,169$327.1K0.31%
NEOS Investment Management LLC3,056$315.4K0.03%
Axxcess Wealth Management, LLC3,000$309.7K0.01%
Kolinsky Wealth Management, LLC2,986$308.2K0.27%
Plato Investment Management Ltd2,953$304.8K0.37%
TFB Advisors LLC2,911$300.5K0.15%
Kovack Advisors, Inc.2,906$299.9K0.04%
Waterloo Capital, L.P.2,862$295.4K0.05%
Fidelis Capital Partners, LLC2,850$294.2K0.07%
Vestmark Advisory Solutions, Inc.3,942$293.6K0.01%
Financial Advocates Investment Management2,817$290.8K0.02%
Dorsey & Whitney Trust CO LLC2,809$289.9K0.02%
FCG Investment Co2,758$284.7K0.28%
Exencial Wealth Advisors, LLC2,737$282.5K0.01%
Kathmere Capital Management, LLC2,737$282.5K0.04%
Meridian Wealth Management, LLC2,690$277.7K0.02%
Pallas Capital Advisors LLC2,684$277.0K0.01%
Foundations Investment Advisors, LLC2,581$275.5K0.01%
Trust Asset Management LLC2,627$271.2K0.03%
Burford Brothers, Inc.2,550$263.2K0.19%
Boothbay Fund Management, LLC2,516$259.7K0.01%
Fortem Financial Group, LLC2,502$258.2K0.13%
Washington Trust Bank2,500$258.1K0.02%
Wedmont Private Capital2,482$257.5K0.02%

Sold out (62)

Institutions that held Pultegroup Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of PHM in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Harris Associates L PSuperinvestorHarris Associates (Oakmark)1,954,842$144.8M
Worldquant Millennium Advisors LLC283,105$21.0M
Renaissance Technologies LLC257,067$19.0M
Prana Capital Management, LP180,696$13.4M
Cubist Systematic Strategies, LLC83,865$6.21M
Genus Capital Management Inc.78,293$5.80M
Beacon Harbor Wealth Advisors, Inc.68,882$5.10M
FORA Capital, LLC56,721$4.20M
Lowe Brockenbrough & Co Inc53,500$3.96M
Gates Foundation TrustSuperinvestorGates Foundation Trust53,500$3.96M
Schonfeld Strategic Advisors LLC45,693$3.38M
Quantitative Investment Management, LLC31,926$2.36M
Jetstream Capital LLC30,000$2.22M
Gunderson Capital Management Inc.29,931$2.22M
Cutler Group LP27,930$2.07M
Exchange Traded Concepts, LLC27,619$2.05M
Voloridge Investment Management, LLC26,396$1.95M
Y-Intercept (Hong Kong) Ltd20,881$1.55M
Seven Eight Capital, LP17,724$1.31M
Range Financial Group LLC17,617$1.30M
Donoghue Forlines LLC16,176$1.20M
Phoenix Holdings Ltd.13,807$1.02M
Versor Investments LP13,300$984.9K
Baker Avenue Asset Management, LP12,965$960.1K
Saba Capital Management, L.P.12,621$934.6K
JT Stratford LLC10,666$789.8K
Wolverine Trading, LLC10,643$788.1K
Dai-Ichi Life Insurance Company, Ltd10,631$787.2K
Caption Management, LLC9,800$725.7K
ExodusPoint Capital Management, LP6,670$494.0K
Tudor Investment Corp Et Al6,500$481.3K
Neo Ivy Capital Management6,476$480.0K
Echo Street Capital Management LLC6,029$446.4K
Blueshift Asset Management, LLC5,555$411.3K
Cipher Capital LP4,519$334.6K
Keebeck Alpha, LP4,509$333.9K
Diametric Capital, LP4,460$330.3K
Oversea-Chinese Banking CORP Ltd4,456$330.0K
Stokes Family Office, LLC4,366$323.3K
Intact Investment Management Inc.4,200$311.0K
Quantbot Technologies LP4,193$310.5K
Asahi Life Asset Management Co., Ltd.4,030$298.4K
Hazelview Securities Inc.3,900$285.6K
Laidlaw Wealth Management LLC3,545$262.5K
Fund Management at Engine No. 1 LLC3,140$232.5K
Laurion Capital Management LP1,415$104.8K
Sentry Investment Management LLC1,281$95.0K
West Tower Group, LLC1,055$78.1K
Itau Unibanco Holding S.A.938$69.5K
Strengthening Families & Communities, LLC646$48.0K
Cary Street Partner Investment Advisory LLC639$47.3K
Fisher Asset Management, LLC629$46.6K
Earnest Partners LLC157$11.6K
Macroview Investment Management LLC145$10.7K
Marquette Asset Management, LLC83$6.15K
AlphaMark Advisors, LLC65$5.00K
TSFG, LLC49$4.00K
Bollard Group LLC40$3.00K
Tfo-TDC, LLC13$1.01K
SkyView Investment Advisors, LLC12$1.00K
Washington Trust Co13$963
Flaharty Asset Management, LLC5$370

Not filed for Q4 2023 yet (14)

Institutions that held Pultegroup Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHM in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al427,731$31.7M
BTC Capital Management, Inc.59,867$4.43M
Karani Asset Management LLC32,750$2.43M
Pathstone Family Office, LLC21,215$1.57M
First Republic Investment Management, Inc.16,206$1.20M
Mastrapasqua Asset Management Inc15,172$1.12M
Advisor Partners II, LLC11,998$888.4K
Saber Capital Managment, LLC11,037$817.3K
Comerica Securities,inc.3,478$258.1K
Syntax Advisors, LLC3,058$226.4K
Sutton Wealth Advisors Inc.263$19.5K
Steward Financial Group LLC211$15.0K
KB Financial Partners, LLC53$4.00K
Antonetti Capital Management LLC2$149