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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.

13F holders, Q4 2023

Institutional positions in Pultegroup Inc as of Dec 31, 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
870
+123 vs. Q3 2023
Shares held
191.0M
−7.44M (−3.7%) vs. Q3 2023
Total value
$19.7B
+$4.91B (+33.2%) vs. Q3 2023
New holders
185
250 more added
Sold out
62
344 more reduced

14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 870 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 heldQ4 2023: $19.7B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2023.

Institutions holding PHM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC1$1030.00%00.0%Unchanged
Fairfield Financial Advisors, LTD2$1970.00%00.0%Unchanged
Evergreen Private Wealth LLC5$5160.00%+5New
TFC Financial Management8$8260.00%00.0%Unchanged
Asset Dedication, LLC5$1.00K0.00%00.0%Unchanged
Sofos Investments, Inc.12$1.13K0.00%00.0%Unchanged
Raffa Wealth Management, LLC11$1.14K0.00%00.0%Unchanged
Dunhill Financial, LLC13$1.37K0.00%+13New
Provence Wealth Management Group14$1.45K0.00%00.0%Unchanged
Beacon Capital Management, LLC20$1.48K0.00%00.0%Unchanged
North Star Investment Management Corp.16$1.65K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC17$1.75K0.00%+17New
Abound Wealth Management18$1.86K0.00%−7−28.0%Reduced
Motco19$1.96K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC20$2.08K0.00%00.0%Unchanged
Zions Bancorporation, N.A.26$2.68K0.00%00.0%Unchanged
Planning Capital Management Corp27$2.79K0.00%+27New
Cape Investment Advisory, Inc.29$2.99K0.00%00.0%Unchanged
Valley National Advisers Inc30$3.00K0.00%+30New
MCF Advisors LLC31$3.20K0.00%00.0%Unchanged
Laffer Tengler Investments34$3.51K0.00%00.0%Unchanged
American National Bank34$3.51K0.00%+34New
Trifecta Capital Advisors, LLC37$3.82K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)35$4.00K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC43$4.44K0.00%+43New
Pineridge Advisors LLC43$4.44K0.00%+43New
Prestige Wealth Management Group LLC44$4.55K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.46$4.75K0.00%+46New
Valued Wealth Advisors LLC67$4.97K0.00%+67New
Capital Advisors, Ltd. LLC52$5.00K0.00%00.0%Unchanged
Avion Wealth51$5.00K0.00%+5+10.9%Added
Harbor Investment Advisory, LLC53$5.47K0.00%−2−3.6%Reduced
Red Tortoise LLC54$5.57K0.00%00.0%Unchanged
Cetera Trust Company, N.A55$5.68K0.00%+55New
Colonial Trust Advisors56$5.78K0.00%00.0%Unchanged
Versant Capital Management, Inc56$5.78K0.00%+12+27.3%Added
Global Wealth Strategies & Associates57$5.88K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.57$5.88K0.00%+57New
West Paces Advisors Inc.59$6.09K0.00%+6+11.3%Added
Hollencrest Capital Management60$6.19K0.00%00.0%Unchanged
LGT Financial Advisors LLC61$6.30K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC61$6.30K0.01%+61New
Caldwell Sutter Capital, Inc.69$7.12K0.00%00.0%Unchanged
SJS Investment Consulting Inc.70$7.23K0.00%+5+7.7%Added
FWL Investment Management, LLC71$7.33K0.00%+71New
Aspect Partners, LLC87$8.98K0.01%+87New
Private Wealth Management Group, LLC87$8.98K0.00%+87New
GW&K Investment Management, LLC85$9.00K0.00%00.0%Unchanged
Liberty One Investment Management, LLC88$9.11K0.00%00.0%Unchanged
New Millennium Group LLC89$9.19K0.01%00.0%Unchanged
Eagle Bay Advisors LLC94$9.70K0.01%−13−12.1%Reduced
Householder Group Estate & Retirement Specialist, LLC98$10.0K0.00%+57+139.0%Added
Brown, Lisle/Cummings, Inc.100$10.3K0.00%00.0%Unchanged
Tortoise Investment Management, LLC100$10.3K0.00%+100New
REAP Financial Group, LLC100$10.3K0.00%+100New
Tradition Wealth Management, LLC103$11.0K0.00%+103New
JJJ Advisors Inc.107$11.0K0.00%+1+0.9%Added
Pinnacle Bancorp, Inc.115$11.9K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC116$12.1K0.00%+45+63.4%Added
Moisand Fitzgerald Tamayo, LLC117$12.1K0.00%+4+3.5%Added
Atlantic Edge Private Wealth Management, LLC120$12.4K0.01%+120New
West Oak Capital, LLC125$13.0K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC126$13.0K0.01%00.0%Unchanged
Fortitude Family Office, LLC129$13.3K0.01%+129New
Nemes Rush Group LLC134$13.8K0.00%−16−10.7%Reduced
Carolinas Wealth Consulting LLC151$15.6K0.00%−298−66.4%Reduced
Farmers & Merchants Investments Inc153$15.8K0.00%00.0%Unchanged
Spire Wealth Management155$16.4K0.00%−255−62.2%Reduced
Park Place Capital Corp164$16.9K0.01%00.0%Unchanged
Venturi Wealth Management, LLC173$17.9K0.00%−27−13.5%Reduced
Core Alternative Capital180$18.5K0.00%−15−7.7%Reduced
Frazier Financial Advisors, LLC184$19.0K0.02%+184New
Rothschild Investment LLC192$19.8K0.00%+192New
CNB Bank197$20.3K0.01%00.0%Unchanged
Community Bank, N.A.210$21.7K0.00%00.0%Unchanged
Financial Management Professionals, Inc.209$22.0K0.00%−384−64.8%Reduced
Lee Financial Co220$22.8K0.00%00.0%Unchanged
Bell Investment Advisors, Inc221$22.8K0.00%+14+6.8%Added
Turtle Creek Wealth Advisors, LLC234$24.2K0.01%+234New
Winthrop Capital Management, LLC237$24.5K0.01%+237New
Quarry LP240$24.8K0.01%+16+7.1%Added
Byrne Asset Management LLC247$25.7K0.02%−16−6.1%Reduced
RFP Financial Group LLC255$26.3K0.01%−80−23.9%Reduced
WealthCollab, LLC264$27.3K0.02%+264New
JFS Wealth Advisors, LLC267$27.6K0.00%+9+3.5%Added
TD Waterhouse Canada Inc.270$28.5K0.00%−70,483−99.6%Reduced
Whittier Trust Co280$28.9K0.00%−148−34.6%Reduced
Salem Investment Counselors Inc285$29.5K0.00%00.0%Unchanged
Sandy Spring Bank288$29.7K0.00%00.0%Unchanged
Parkside Financial Bank & Trust291$30.0K0.01%−99−25.4%Reduced
Naples Money Management LLC300$31.0K0.03%+300New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC301$31.1K0.00%−182−37.7%Reduced
BOK Financial Private Wealth, Inc.302$31.2K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC308$31.8K0.00%+16+5.5%Added
Baystate Wealth Management LLC319$33.0K0.00%−171−34.9%Reduced
Creative Financial Designs Inc333$34.3K0.00%+1+0.3%Added
Rakuten Securities, Inc.360$37.2K0.03%+360New
Lindbrook Capital, LLC379$39.1K0.00%+292+335.6%Added
Security National Bank390$40.3K0.01%+390New
ORG Partners LLC392$40.5K0.01%+381+3,463.6%Added