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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 3,841 | $396.5K | 0.05% | +3,841 | New |
| Smith, Salley & Associates | 3,857 | $398.1K | 0.03% | −534−12.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $398.7K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,906 | $403.2K | 0.00% | −223−5.4% | Reduced |
| Glen Eagle Advisors, LLC | 3,917 | $404.3K | 0.08% | −14−0.4% | Reduced |
| Raleigh Capital Management Inc. | 3,931 | $405.8K | 0.19% | −2−0.1% | Reduced |
| Moody Aldrich Partners LLC | 3,956 | $408.3K | 0.07% | +3,956 | New |
| Colonial River Wealth Management, LLC | 3,989 | $411.7K | 0.24% | +3,989 | New |
| Yorktown Management & Research Co Inc | 4,000 | $412.9K | 0.43% | 00.0% | Unchanged |
| CenterBook Partners LP | 4,026 | $415.6K | 0.05% | −4,914−55.0% | Reduced |
| Capula Management Ltd | 4,080 | $421.1K | 0.03% | +4,080 | New |
| Paragon Capital Management Ltd | 4,115 | $424.8K | 0.09% | −660−13.8% | Reduced |
| Financial Counselors Inc | 4,117 | $425.0K | 0.01% | −1,094−21.0% | Reduced |
| Tactive Advisors, LLC | 4,143 | $427.6K | 0.28% | +4,143 | New |
| United Community Bank | 4,152 | $428.6K | 0.18% | −121−2.8% | Reduced |
| Parallel Advisors, LLC | 4,160 | $429.4K | 0.01% | −64−1.5% | Reduced |
| National Asset Management, Inc. | 4,164 | $430.7K | 0.01% | −308−6.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,226 | $436.2K | 0.07% | −510−10.8% | Reduced |
| Change Path, LLC | 4,227 | $437.0K | 0.03% | +1,016+31.6% | Added |
| Central Trust Co | 4,276 | $441.4K | 0.01% | +44+1.0% | Added |
| Forum Financial Management, LP | 4,294 | $443.2K | 0.01% | −327−7.1% | Reduced |
| Brown Brothers Harriman & Co | 4,310 | $444.9K | 0.00% | −824−16.0% | Reduced |
| Family Firm, Inc. | 4,338 | $447.7K | 0.12% | +10+0.2% | Added |
| Richard W. Paul & Associates, LLC | 4,343 | $448.3K | 0.19% | −7−0.2% | Reduced |
| Coldstream Capital Management Inc | 4,396 | $453.8K | 0.01% | +763+21.0% | Added |
| Cidel Asset Management Inc | 4,496 | $464.1K | 0.02% | −4,468−49.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,500 | $464.5K | 0.02% | +1,750+63.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 4,513 | $466.0K | 0.01% | +4,513 | New |
| Profund Advisors LLC | 4,593 | $474.1K | 0.02% | +191+4.3% | Added |
| Oppenheimer Asset Management Inc. | 4,619 | $476.8K | 0.01% | −1,072−18.8% | Reduced |
| Schwartz Investment Counsel Inc | 4,650 | $480.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,653 | $480.3K | 0.03% | +1,099+30.9% | Added |
| NBC Securities, Inc. | 4,662 | $481.0K | 0.05% | −104−2.2% | Reduced |
| V-Square Quantitative Management LLC | 4,785 | $493.9K | 0.12% | +962+25.2% | Added |
| Wetherby Asset Management Inc | 4,792 | $494.6K | 0.03% | −167−3.4% | Reduced |
| Quest Partners LLC | 4,816 | $497.1K | 0.11% | +4,816 | New |
| Clarkston Capital Partners, LLC | 4,829 | $498.5K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,879 | $503.6K | 0.12% | −857−14.9% | Reduced |
| Lakeview Capital Partners, LLC | 4,897 | $505.5K | 0.09% | −833−14.5% | Reduced |
| Kapitalo Investimentos Ltda | 4,926 | $508.5K | 0.10% | −10,048−67.1% | Reduced |
| Banque Cantonale Vaudoise | 4,931 | $509.0K | 0.02% | −9,771−66.5% | Reduced |
| FDx Advisors, Inc. | 4,945 | $510.0K | 0.04% | −241−4.6% | Reduced |
| Boston Private Wealth LLC | 4,976 | $513.6K | 0.01% | −952−16.1% | Reduced |
| Fiduciary Family Office, LLC | 4,986 | $514.7K | 0.23% | +4,986 | New |
| Tocqueville Asset Management L.P. | 4,991 | $515.2K | 0.01% | +244+5.1% | Added |
| Connectus Wealth, LLC | 5,000 | $516.1K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,001 | $516.2K | 0.30% | +462+10.2% | Added |
| DoubleLine ETF Adviser LP | 5,023 | $518.5K | 0.15% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 5,047 | $521.0K | 0.00% | −18,460−78.5% | Reduced |
| Scotia Capital Inc. | 5,134 | $529.9K | 0.00% | −21,827−81.0% | Reduced |
| Nomura Holdings Inc | 5,243 | $541.2K | 0.00% | −70,366−93.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,250 | $541.9K | 0.01% | +5,250 | New |
| Syon Capital LLC | 5,325 | $549.6K | 0.06% | +507+10.5% | Added |
| Moloney Securities Asset Management, LLC | 5,391 | $556.5K | 0.09% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,401 | $557.5K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 5,402 | $557.6K | 0.09% | +5,402 | New |
| Greenleaf Trust | 5,425 | $560.0K | 0.01% | +50+0.9% | Added |
| Liberty Wealth Management LLC | 5,489 | $567.0K | 0.12% | +12+0.2% | Added |
| Patron Partners Advisors, LLC | 5,500 | $567.7K | 0.38% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,510 | $568.7K | 0.04% | −5−0.1% | Reduced |
| Ci Investments Inc. | 5,509 | $569.0K | 0.00% | −126−2.2% | Reduced |
| FJ Investments, LLC | 5,559 | $573.8K | 0.03% | +5,559 | New |
| Ashton Thomas Private Wealth, LLC | 5,585 | $576.5K | 0.04% | +2,071+58.9% | Added |
| Harvest Fund Management Co., Ltd | 5,612 | $579.0K | 0.09% | +615+12.3% | Added |
| Beacon Investment Advisory Services, Inc. | 5,633 | $581.4K | 0.03% | +17+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 5,683 | $586.6K | 0.01% | +601+11.8% | Added |
| Ontario Teachers Pension Plan Board | 5,687 | $587.0K | 0.01% | −25,459−81.7% | Reduced |
| Eisler Capital (UK) Ltd. | 5,721 | $590.5K | 0.05% | +5,721 | New |
| Signaturefd, LLC | 5,722 | $590.6K | 0.01% | +152+2.7% | Added |
| Roman Butler Fullerton & Co | 5,666 | $595.6K | 0.23% | +6+0.1% | Added |
| Schechter Investment Advisors, LLC | 5,780 | $596.6K | 0.05% | −84−1.4% | Reduced |
| Tyler-Stone Wealth Management | 5,857 | $604.5K | 0.30% | −1,209−17.1% | Reduced |
| HighPoint Advisor Group LLC | 5,227 | $605.0K | 0.04% | +5,227 | New |
| River Street Advisors LLC | 5,918 | $610.8K | 0.49% | −603−9.2% | Reduced |
| SkyOak Wealth, LLC | 5,918 | $610.9K | 0.16% | +5,918 | New |
| Keebeck Wealth Management, LLC | 5,948 | $615.2K | 0.10% | +424+7.7% | Added |
| Numerai GP LLC | 5,984 | $617.7K | 0.22% | −8,385−58.4% | Reduced |
| Banco Santander, S.A. | 6,018 | $621.2K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,022 | $621.6K | 0.40% | +6,022 | New |
| Oak Thistle LLC | 6,058 | $625.3K | 0.18% | +1,106+22.3% | Added |
| Credit Agricole S A | 6,100 | $629.6K | 0.01% | +4,035+195.4% | Added |
| Wedbush Securities Inc | 6,160 | $636.0K | 0.03% | +3,044+97.7% | Added |
| Two Sigma Advisers, LP | 6,200 | $640.0K | 0.00% | +6,200 | New |
| Hanseatic Management Services Inc | 6,270 | $647.2K | 1.13% | −316−4.8% | Reduced |
| First Hawaiian Bank | 6,281 | $648.3K | 0.02% | −396−5.9% | Reduced |
| Strategy Asset Managers LLC | 6,283 | $648.5K | 0.15% | −810−11.4% | Reduced |
| Lido Advisors, LLC | 6,326 | $654.2K | 0.01% | +365+6.1% | Added |
| Pitcairn Co | 6,368 | $657.3K | 0.05% | +510+8.7% | Added |
| Atria Wealth Solutions, Inc. | 6,424 | $663.5K | 0.01% | +1,939+43.2% | Added |
| Independent Financial Group, LLC | 6,440 | $664.7K | 0.04% | +6,440 | New |
| Stevens Capital Management LP | 6,528 | $674.0K | 0.17% | −867−11.7% | Reduced |
| Anchor Investment Management, LLC | 6,751 | $696.8K | 0.08% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 6,814 | $703.3K | 0.26% | +6,814 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,824 | $704.4K | 0.02% | −103−1.5% | Reduced |
| Bridgefront Capital, LLC | 6,856 | $707.7K | 0.53% | +6,856 | New |
| National Wealth Management Group, LLC | 6,931 | $715.4K | 0.69% | +6,931 | New |
| Personal Cfo Solutions, LLC | 6,963 | $718.7K | 0.12% | +6,963 | New |
| Unigestion Holding SA | 7,071 | $729.9K | 0.04% | +7,071 | New |
| Kestra Private Wealth Services, LLC | 7,163 | $739.4K | 0.02% | +3,780+111.7% | Added |
| HM Payson & Co | 7,183 | $741.4K | 0.02% | 00.0% | Unchanged |