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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 400 | $41.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 399 | $42.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 410 | $42.3K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 421 | $43.5K | 0.01% | +11+2.7% | Added |
| Scarborough Advisors, LLC | 422 | $43.6K | 0.01% | +422 | New |
| AdvisorNet Financial, Inc | 427 | $44.1K | 0.00% | +204+91.5% | Added |
| Johnson Financial Group, Inc. | 427 | $44.2K | 0.00% | +17+4.1% | Added |
| St Germain D J Co Inc | 440 | $45.4K | 0.00% | −240−35.3% | Reduced |
| Arlington Partners LLC | 440 | $45.4K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 453 | $46.8K | 0.03% | −9,679−95.5% | Reduced |
| Altshuler Shaham Ltd | 453 | $46.8K | 0.00% | −251−35.7% | Reduced |
| Evermay Wealth Management LLC | 458 | $47.3K | 0.01% | +453+9,060.0% | Added |
| Arlington Trust Co LLC | 475 | $49.0K | 0.01% | +35+8.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 487 | $50.4K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 493 | $50.9K | 0.03% | −286−36.7% | Reduced |
| Hantz Financial Services, Inc. | 537 | $55.0K | 0.00% | +141+35.6% | Added |
| Rakuten Investment Management, Inc. | 536 | $55.5K | 0.00% | +536 | New |
| Castleview Partners, LLC | 551 | $56.9K | 0.04% | −143−20.6% | Reduced |
| CVA Family Office, LLC | 570 | $58.8K | 0.01% | +570 | New |
| International Assets Investment Management, LLC | 20,378 | $59.2K | 0.01% | +20,378 | New |
| Salomon & Ludwin, LLC | 800 | $59.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 596 | $61.6K | 0.00% | −20−3.2% | Reduced |
| Pacific Center for Financial Services | 598 | $61.7K | 0.02% | −114−16.0% | Reduced |
| AllSquare Wealth Management LLC | 690 | $71.2K | 0.04% | 00.0% | Unchanged |
| General Partner, Inc. | 711 | $72.2K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 715 | $73.8K | 0.06% | +715 | New |
| EntryPoint Capital, LLC | 750 | $77.4K | 0.07% | +750 | New |
| Private Trust Co NA | 753 | $77.7K | 0.01% | −106−12.3% | Reduced |
| Bartlett & Co. LLC | 782 | $81.0K | 0.00% | +773+8,588.9% | Added |
| Bartlett & Co. Wealth Management LLC | 782 | $81.1K | 0.00% | +773+8,588.9% | Added |
| FinTrust Capital Advisors, LLC | 793 | $81.9K | 0.02% | +270+51.6% | Added |
| MV Capital Management, Inc. | 875 | $90.3K | 0.01% | +3+0.3% | Added |
| Coppell Advisory Solutions LLC | 890 | $91.9K | 0.02% | +311+53.7% | Added |
| Leonteq Securities AG | 909 | $93.8K | 0.01% | +38+4.4% | Added |
| Adirondack Trust Co | 902 | $97.8K | 0.04% | −23−2.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 975 | $100.8K | 0.04% | +16+1.7% | Added |
| ICA Group Wealth Management, LLC | 981 | $101.3K | 0.02% | +981 | New |
| Plante Moran Financial Advisors, LLC | 1,000 | $103.2K | 0.01% | +1,000 | New |
| GAMMA Investing LLC | 1,083 | $113.2K | 0.03% | +1,083 | New |
| Erste Asset Management GmbH | 1,130 | $116.9K | 0.00% | +660+140.4% | Added |
| Spotlight Asset Group, Inc. | 1,645 | $121.8K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 1,220 | $126.0K | 0.00% | +33+2.8% | Added |
| Hexagon Capital Partners LLC | 1,221 | $126.0K | 0.03% | −86−6.6% | Reduced |
| Massmutual Trust Co FSB | 1,282 | $132.3K | 0.00% | −74−5.5% | Reduced |
| GeoWealth Management, LLC | 1,387 | $142.0K | 0.01% | +849+157.8% | Added |
| C M Bidwell & Associates Ltd | 1,396 | $144.1K | 0.11% | −1,465−51.2% | Reduced |
| Capital Analysts, LLC | 1,429 | $148.0K | 0.01% | +73+5.4% | Added |
| Centaurus Financial, Inc. | 1,484 | $153.0K | 0.01% | +1,484 | New |
| CX Institutional | 1,571 | $162.2K | 0.01% | +1,571 | New |
| Quadrant Capital Group LLC | 1,592 | $164.3K | 0.01% | +48+3.1% | Added |
| Harbour Investments, Inc. | 1,607 | $165.9K | 0.01% | +1,347+518.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,658 | $171.0K | 0.00% | +1,619+4,151.3% | Added |
| Farther Finance Advisors, LLC | 1,686 | $174.0K | 0.01% | +509+43.2% | Added |
| Sugarloaf Wealth Management, LLC | 1,724 | $178.0K | 0.04% | +29+1.7% | Added |
| TD Private Client Wealth LLC | 1,858 | $191.8K | 0.01% | +208+12.6% | Added |
| Smartleaf Asset Management LLC | 1,868 | $193.3K | 0.05% | +1,868 | New |
| Denali Advisors LLC | 1,907 | $196.8K | 0.06% | −1,500−44.0% | Reduced |
| Headlands Technologies LLC | 1,940 | $200.2K | 0.06% | +1,940 | New |
| Clearbridge Investments, LLC | 1,950 | $201.3K | 0.00% | +1,950 | New |
| McGlone Suttner Wealth Management, Inc. | 1,953 | $201.5K | 0.04% | +1,953 | New |
| Bokf, NA | 1,961 | $202.4K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,921 | $203.2K | 0.06% | +1,921 | New |
| Renasant Bank | 1,974 | $203.8K | 0.16% | +1,974 | New |
| American Institute for Advanced Investment Management, LLP | 1,975 | $203.9K | 0.18% | +1,975 | New |
| FourThought Financial Partners, LLC | 1,990 | $205.4K | 0.03% | −778−28.1% | Reduced |
| Nilsine Partners, LLC | 1,995 | $205.9K | 0.03% | +1,995 | New |
| Lebenthal Global Advisors, LLC | 1,998 | $206.2K | 0.05% | +1,998 | New |
| Impact Partnership Wealth, LLC | 2,008 | $207.3K | 0.08% | −1,068−34.7% | Reduced |
| Three Seasons Wealth, LLC | 2,017 | $208.2K | 0.18% | +2,017 | New |
| Juncture Wealth Strategies, LLC | 2,019 | $208.4K | 0.09% | +2,019 | New |
| Lake Street Advisors Group, LLC | 2,027 | $209.7K | 0.01% | +2,027 | New |
| U.S. Capital Wealth Advisors, LLC | 2,062 | $212.8K | 0.01% | +2,062 | New |
| Omnia Family Wealth, LLC | 2,065 | $213.6K | 0.11% | +2,065 | New |
| Kennedy Capital Management, Inc. | 2,093 | $216.0K | 0.00% | +2,093 | New |
| Stephens Inc | 2,098 | $216.6K | 0.00% | +2,098 | New |
| State of Wyoming | 2,099 | $216.7K | 0.04% | −1,545−42.4% | Reduced |
| Marcum Wealth, LLC | 2,113 | $218.1K | 0.02% | +2,113 | New |
| AMG National Trust Bank | 2,121 | $218.9K | 0.01% | +2,121 | New |
| Global Retirement Partners, LLC | 2,123 | $221.1K | 0.01% | −480−18.4% | Reduced |
| NovaPoint Capital, LLC | 2,153 | $222.2K | 0.08% | +2,153 | New |
| XTX Topco Ltd | 2,156 | $222.5K | 0.05% | +2,156 | New |
| Colonial Trust Co | 2,164 | $223.3K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 2,167 | $223.7K | 0.01% | +2,167 | New |
| 180 Wealth Advisors, LLC | 2,204 | $223.8K | 0.04% | +2,204 | New |
| Brevan Howard Capital Management LP | 2,173 | $224.3K | 0.02% | +2,173 | New |
| Fiduciary Trust Co | 2,175 | $224.5K | 0.00% | +2,175 | New |
| Perigon Wealth Management, LLC | 2,181 | $225.1K | 0.01% | +2,181 | New |
| Hancock Whitney Corp | 2,202 | $227.3K | 0.01% | +2,202 | New |
| Insigneo Advisory Services, LLC | 2,209 | $228.4K | 0.03% | +2,209 | New |
| Equitable Holdings, Inc. | 2,213 | $228.5K | 0.00% | +2,213 | New |
| Glassman Wealth Services | 2,216 | $228.7K | 0.03% | +3+0.1% | Added |
| JB Capital LLC | 2,234 | $230.6K | 0.02% | +2,234 | New |
| Menard Financial Group LLC | 2,237 | $230.9K | 0.29% | +2,237 | New |
| Meeder Advisory Services, Inc. | 2,277 | $235.1K | 0.03% | +2,277 | New |
| UniSuper Management Pty Ltd | 2,290 | $236.4K | 0.00% | +690+43.1% | Added |
| CBOE Vest Financial, LLC | 2,293 | $236.7K | 0.01% | +2,293 | New |
| Five Oceans Advisors | 2,295 | $236.9K | 0.13% | +2,295 | New |
| Quantum Private Wealth, LLC | 2,308 | $238.2K | 0.10% | +2,308 | New |
| Aaron Wealth Advisors | 2,313 | $238.7K | 0.04% | +2,313 | New |
| Cigna Investments Inc | 2,308 | $239.0K | 0.05% | +2,308 | New |