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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 2,354 | $243.0K | 0.01% | +2,354 | New |
| Archer Investment Corp | 2,362 | $243.8K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,374 | $245.0K | 0.03% | +24+1.0% | Added |
| Camden Capital, LLC | 2,378 | $245.5K | 0.03% | +2,378 | New |
| Calton & Associates, Inc. | 2,387 | $246.4K | 0.10% | +2,387 | New |
| HB Wealth Management, LLC | 2,395 | $247.2K | 0.00% | +2,395 | New |
| Ameritas Investment Partners, Inc. | 2,396 | $247.3K | 0.01% | −137−5.4% | Reduced |
| Concord Asset Management, LLC | 2,399 | $247.7K | 0.07% | −5,220−68.5% | Reduced |
| Scientech Research LLC | 2,404 | $248.1K | 0.25% | +2,404 | New |
| Quent Capital, LLC | 2,418 | $249.6K | 0.03% | +53+2.2% | Added |
| Concord Wealth Partners | 2,430 | $250.8K | 0.05% | −6,376−72.4% | Reduced |
| Vantage Consulting Group Inc | 2,432 | $251.0K | 0.17% | −626−20.5% | Reduced |
| Eads & Heald Wealth Management | 2,453 | $253.0K | 0.12% | +2,453 | New |
| Providence Capital Advisors, LLC | 2,467 | $254.6K | 0.06% | −192−7.2% | Reduced |
| D'Orazio & Associates, Inc. | 2,469 | $254.9K | 0.05% | +2,469 | New |
| Siemens Fonds Invest GmbH | 2,477 | $255.7K | 0.02% | +2,477 | New |
| SC&H Financial Advisors, Inc. | 2,480 | $256.0K | 0.07% | +2,480 | New |
| Dark Forest Capital Management LP | 2,487 | $256.7K | 0.04% | −10,071−80.2% | Reduced |
| Wedmont Private Capital | 2,482 | $257.5K | 0.02% | +2,482 | New |
| Washington Trust Bank | 2,500 | $258.1K | 0.02% | +2,500 | New |
| Fortem Financial Group, LLC | 2,502 | $258.2K | 0.13% | +2,502 | New |
| Boothbay Fund Management, LLC | 2,516 | $259.7K | 0.01% | +2,516 | New |
| Burford Brothers, Inc. | 2,550 | $263.2K | 0.19% | +2,550 | New |
| Covestor Ltd | 2,583 | $267.0K | 0.18% | +66+2.6% | Added |
| Ronald Blue Trust, Inc. | 3,661 | $271.0K | 0.00% | +485+15.3% | Added |
| Trust Asset Management LLC | 2,627 | $271.2K | 0.03% | +2,627 | New |
| Westwood Holdings Group Inc. | 2,648 | $273.0K | 0.00% | −270−9.3% | Reduced |
| Foundations Investment Advisors, LLC | 2,581 | $275.5K | 0.01% | +2,581 | New |
| Pallas Capital Advisors LLC | 2,684 | $277.0K | 0.01% | +2,684 | New |
| Meridian Wealth Management, LLC | 2,690 | $277.7K | 0.02% | +2,690 | New |
| Northwestern Mutual Wealth Management Co | 2,732 | $282.0K | 0.00% | −67−2.4% | Reduced |
| Kathmere Capital Management, LLC | 2,737 | $282.5K | 0.04% | +2,737 | New |
| Exencial Wealth Advisors, LLC | 2,737 | $282.5K | 0.01% | +2,737 | New |
| Evolution Wealth Advisors, LLC | 2,743 | $283.1K | 0.06% | −1,965−41.7% | Reduced |
| Planned Solutions, Inc. | 2,757 | $284.6K | 0.13% | 00.0% | Unchanged |
| FCG Investment Co | 2,758 | $284.7K | 0.28% | +2,758 | New |
| Cullen/Frost Bankers, Inc. | 2,805 | $289.6K | 0.00% | +10.0% | Added |
| Dorsey & Whitney Trust CO LLC | 2,809 | $289.9K | 0.02% | +2,809 | New |
| Argent Trust Co | 2,812 | $290.3K | 0.01% | −204−6.8% | Reduced |
| Financial Advocates Investment Management | 2,817 | $290.8K | 0.02% | +2,817 | New |
| Vestmark Advisory Solutions, Inc. | 3,942 | $293.6K | 0.01% | +3,942 | New |
| Fidelis Capital Partners, LLC | 2,850 | $294.2K | 0.07% | +2,850 | New |
| Waterloo Capital, L.P. | 2,862 | $295.4K | 0.05% | +2,862 | New |
| Power Corp of Canada | 2,901 | $299.4K | 0.03% | −1,242−30.0% | Reduced |
| Algert Global LLC | 2,904 | $299.8K | 0.01% | −250−7.9% | Reduced |
| Kovack Advisors, Inc. | 2,906 | $299.9K | 0.04% | +2,906 | New |
| TFB Advisors LLC | 2,911 | $300.5K | 0.15% | +2,911 | New |
| Plato Investment Management Ltd | 2,953 | $304.8K | 0.37% | +2,953 | New |
| RFG Advisory, LLC | 2,971 | $306.6K | 0.01% | −446−13.1% | Reduced |
| Kolinsky Wealth Management, LLC | 2,986 | $308.2K | 0.27% | +2,986 | New |
| Union Investments & Development Ltd. | 3,000 | $309.7K | 0.29% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,000 | $309.7K | 0.01% | +3,000 | New |
| Rehmann Capital Advisory Group | 3,001 | $309.8K | 0.03% | −190−6.0% | Reduced |
| Legal Advantage Investments, Inc. | 3,020 | $311.7K | 0.19% | +20+0.7% | Added |
| J.W. Cole Advisors, Inc. | 3,040 | $313.8K | 0.02% | +204+7.2% | Added |
| Watershed Asset Management, L.L.C. | 3,054 | $315.2K | 0.37% | −529−14.8% | Reduced |
| NEOS Investment Management LLC | 3,056 | $315.4K | 0.03% | +3,056 | New |
| Ascent Group, LLC | 2,985 | $315.5K | 0.03% | −306−9.3% | Reduced |
| Voya Financial Advisors, Inc. | 3,055 | $316.2K | 0.04% | −12−0.4% | Reduced |
| Banque Pictet & Cie SA | 3,074 | $317.3K | 0.00% | −20,359−86.9% | Reduced |
| Capital Investment Advisors, LLC | 3,101 | $320.1K | 0.01% | +297+10.6% | Added |
| KMG Fiduciary Partners, LLC | 3,102 | $320.2K | 0.04% | +121+4.1% | Added |
| Moody National Bank Trust Division | 3,103 | $320.3K | 0.02% | −2,005−39.3% | Reduced |
| Moreno Evelyn V | 3,140 | $324.1K | 0.15% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,167 | $326.9K | 0.01% | −127−3.9% | Reduced |
| 1858 Wealth Management, LLC | 3,169 | $327.1K | 0.31% | +3,169 | New |
| W.H. Cornerstone Investments Inc. | 3,190 | $329.0K | 0.26% | +3,190 | New |
| Optimum Investment Advisors | 3,200 | $330.3K | 0.17% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 3,206 | $330.9K | 0.00% | +3,206 | New |
| Capstone Investment Advisors, LLC | 3,239 | $334.3K | 0.01% | +550+20.5% | Added |
| Ellevest, Inc. | 3,255 | $336.0K | 0.02% | +14+0.4% | Added |
| Smithfield Trust Co | 3,281 | $338.0K | 0.02% | +14+0.4% | Added |
| CoreCap Advisors, LLC | 3,288 | $339.4K | 0.02% | −868−20.9% | Reduced |
| Nebula Research & Development LLC | 3,297 | $340.3K | 0.10% | +3,297 | New |
| Horizon Investments, LLC | 3,359 | $346.7K | 0.01% | −159−4.5% | Reduced |
| Sawtooth Solutions, LLC | 3,374 | $348.3K | 0.01% | +445+15.2% | Added |
| Bleakley Financial Group, LLC | 3,374 | $348.3K | 0.01% | +445+15.2% | Added |
| Mirabella Financial Services LLP | 3,393 | $350.2K | 0.05% | +3,393 | New |
| Brown Capital Management LLC | 3,399 | $350.8K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,444 | $355.5K | 0.01% | −393−10.2% | Reduced |
| NorthRock Partners, LLC | 3,489 | $360.8K | 0.02% | +3,489 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,532 | $364.6K | 0.04% | +202+6.1% | Added |
| Peapack Gladstone Financial Corp | 3,536 | $365.0K | 0.01% | +55+1.6% | Added |
| Riverwater Partners LLC | 3,548 | $366.2K | 0.29% | +409+13.0% | Added |
| AlphaCentric Advisors LLC | 3,553 | $366.7K | 0.25% | +778+28.0% | Added |
| Everhart Financial Group, Inc. | 3,565 | $368.0K | 0.13% | +467+15.1% | Added |
| Aprio Wealth Management, LLC | 3,583 | $369.8K | 0.08% | +107+3.1% | Added |
| First Horizon Advisors, Inc. | 3,594 | $371.0K | 0.01% | +100+2.9% | Added |
| Ballentine Partners, LLC | 3,606 | $372.2K | 0.01% | +523+17.0% | Added |
| AIA Group Ltd | 3,636 | $375.3K | 0.02% | +3,636 | New |
| One Wealth Advisors, LLC | 3,644 | $376.9K | 0.07% | +830+29.5% | Added |
| Wahed Invest LLC | 3,657 | $377.5K | 0.11% | +137+3.9% | Added |
| Precision Wealth Strategies, LLC | 3,658 | $377.6K | 0.37% | −54−1.5% | Reduced |
| CAPROCK Group, Inc. | 3,716 | $384.3K | 0.02% | +3,716 | New |
| Patten Group, Inc. | 3,727 | $384.7K | 0.10% | −330−8.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,741 | $386.0K | 0.11% | +3,741 | New |
| Tectonic Advisors LLC | 3,745 | $386.6K | 0.03% | +42+1.1% | Added |
| Prelude Capital Management, LLC | 3,765 | $388.6K | 0.03% | −5,522−59.5% | Reduced |
| Shell Asset Management Co | 3,792 | $391.0K | 0.02% | +3,792 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,830 | $395.3K | 0.10% | −2−0.1% | Reduced |