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 |
|---|---|---|---|---|---|
| Carolina Wealth Advisors, LLC | 7,202 | $743.4K | 0.39% | −122−1.7% | Reduced |
| WealthTrust Asset Management, LLC | 7,281 | $751.5K | 0.63% | +7,281 | New |
| Veriti Management LLC | 7,350 | $758.7K | 0.07% | −181−2.4% | Reduced |
| Verdence Capital Advisors LLC | 7,357 | $759.4K | 0.07% | +239+3.4% | Added |
| Johnson Investment Counsel Inc | 7,524 | $776.6K | 0.01% | +1,275+20.4% | Added |
| Gateway Investment Advisers LLC | 7,549 | $779.2K | 0.01% | −90−1.2% | Reduced |
| Clarius Group, LLC | 7,559 | $780.2K | 0.06% | −220−2.8% | Reduced |
| Norinchukin Bank, The | 7,570 | $781.4K | 0.02% | −851−10.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,681 | $792.8K | 0.06% | −305−3.8% | Reduced |
| Fifth Third Bancorp | 7,722 | $797.1K | 0.00% | −13,302−63.3% | Reduced |
| CIBC Private Wealth Group, LLC | 7,729 | $797.8K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,776 | $802.6K | 0.04% | −358−4.4% | Reduced |
| Petra Financial Advisors Inc | 7,825 | $807.7K | 0.67% | −62−0.8% | Reduced |
| Bessemer Group Inc | 7,875 | $813.0K | 0.00% | −1,912−19.5% | Reduced |
| Transcend Wealth Collective, LLC | 7,890 | $814.4K | 0.07% | 00.0% | Unchanged |
| EHP Funds Inc. | 8,100 | $836.1K | 0.42% | +4,600+131.4% | Added |
| Lord, Abbett & Co. LLC | 8,108 | $837.0K | 0.00% | +8,108 | New |
| Midland Wealth Advisors LLC | 8,126 | $838.8K | 0.06% | +8,126 | New |
| SG Americas Securities, LLC | 8,137 | $840.0K | 0.01% | −60,670−88.2% | Reduced |
| Cascade Investment Advisors, Inc. | 8,165 | $842.8K | 0.60% | +125+1.6% | Added |
| Virtus Investment Advisers, Inc. | 8,186 | $845.0K | 0.63% | +2,260+38.1% | Added |
| Balentine LLC | 8,203 | $846.7K | 0.03% | −702−7.9% | Reduced |
| Outlook Wealth Advisors, LLC | 8,255 | $852.1K | 0.30% | −1,908−18.8% | Reduced |
| Caxton Associates LP | 8,270 | $853.6K | 0.04% | −9,175−52.6% | Reduced |
| Pinnacle Associates Ltd | 8,285 | $855.2K | 0.01% | −134−1.6% | Reduced |
| Private Advisory Group LLC | 8,499 | $877.3K | 0.15% | +1,654+24.2% | Added |
| E. Ohman J:or Asset Management AB | 8,700 | $898.0K | 0.03% | −1,600−15.5% | Reduced |
| Metropolitan Life Insurance Co | 8,774 | $905.7K | 0.04% | −305−3.4% | Reduced |
| Aspire Private Capital, LLC | 8,871 | $915.8K | 0.27% | +650+7.9% | Added |
| CSS LLC | 9,000 | $929.0K | 0.07% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,050 | $934.0K | 0.07% | +510+6.0% | Added |
| Huntington National Bank | 9,059 | $935.1K | 0.01% | +6,393+239.8% | Added |
| Bradley Foster & Sargent Inc | 9,183 | $947.9K | 0.02% | +13+0.1% | Added |
| Strategic Investment Advisors | 9,186 | $948.2K | 0.14% | −571−5.9% | Reduced |
| Penserra Capital Management LLC | 9,258 | $953.0K | 0.02% | −519−5.3% | Reduced |
| Contravisory Investment Management, Inc. | 9,316 | $961.6K | 0.24% | +1,598+20.7% | Added |
| Principal Securities, Inc. | 9,369 | $967.0K | 0.04% | +9,369 | New |
| Savant Capital, LLC | 9,397 | $969.9K | 0.01% | +594+6.7% | Added |
| SRN Advisors, LLC | 9,414 | $971.7K | 0.87% | +9,414 | New |
| Snowden Capital Advisors LLC | 9,438 | $974.2K | 0.04% | −322−3.3% | Reduced |
| Cypress Capital Group | 9,481 | $978.6K | 0.13% | −284−2.9% | Reduced |
| Private Advisor Group, LLC | 9,486 | $979.2K | 0.01% | +4,101+76.2% | Added |
| True Wealth Design, LLC | 9,603 | $991.2K | 0.28% | −1,089−10.2% | Reduced |
| Marshall Financial Group LLC | 9,603 | $991.2K | 0.32% | +9,603 | New |
| Winton Group Ltd | 9,619 | $992.9K | 0.07% | −5,322−35.6% | Reduced |
| United Capital Financial Advisers, LLC | 9,668 | $998.0K | 0.01% | +9,668 | New |
| Atlas Capital Advisors LLC | 9,737 | $1.01M | 0.15% | +345+3.7% | Added |
| Polianta Ltd | 9,800 | $1.01M | 0.59% | +9,800 | New |
| APG Asset Management N.V. | 10,883 | $1.02M | 0.00% | +1,509+16.1% | Added |
| Stratos Wealth Partners, LTD. | 9,894 | $1.02M | 0.02% | +3,163+47.0% | Added |
| Two Sigma Securities, LLC | 9,900 | $1.02M | 0.05% | +9,900 | New |
| Eqis Capital Management, Inc. | 9,951 | $1.03M | 0.08% | −300−2.9% | Reduced |
| Washington Capital Management Inc | 10,000 | $1.03M | 0.88% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $1.03M | 0.14% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,038 | $1.04M | 0.02% | −28,162−73.7% | Reduced |
| Advisor Resource Council | 10,095 | $1.04M | 0.12% | +10,095 | New |
| Csenge Advisory Group | 10,114 | $1.04M | 0.07% | −604−5.6% | Reduced |
| Integrated Wealth Concepts LLC | 10,186 | $1.05M | 0.02% | +4,241+71.3% | Added |
| Ostrum Asset Management | 10,213 | $1.05M | 0.09% | −12,159−54.3% | Reduced |
| Atria Investments LLC | 10,330 | $1.07M | 0.02% | +10,330 | New |
| Umb Bank N A | 10,335 | $1.07M | 0.02% | −26−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 10,437 | $1.08M | 0.09% | −171−1.6% | Reduced |
| Unison Advisors LLC | 10,446 | $1.08M | 0.11% | +22+0.2% | Added |
| Castlekeep Investment Advisors LLC | 10,475 | $1.08M | 0.77% | +10,475 | New |
| Institute for Wealth Management, LLC. | 10,500 | $1.08M | 0.18% | 00.0% | Unchanged |
| Vident Advisory, LLC | 10,537 | $1.09M | 0.03% | +1,125+12.0% | Added |
| Beacon Pointe Advisors, LLC | 10,629 | $1.10M | 0.01% | −456−4.1% | Reduced |
| TCW Group Inc | 10,825 | $1.12M | 0.01% | +10,825 | New |
| CWM, LLC | 10,855 | $1.12M | 0.01% | +406+3.9% | Added |
| MQS Management LLC | 10,933 | $1.13M | 0.63% | +5,698+108.8% | Added |
| Telemus Capital, LLC | 10,959 | $1.13M | 0.09% | +84+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 10,975 | $1.13M | 0.12% | +6,166+128.2% | Added |
| Inlet Private Wealth, LLC | 11,150 | $1.15M | 0.35% | −1,000−8.2% | Reduced |
| Jupiter Wealth Management LLC | 11,200 | $1.16M | 0.68% | 00.0% | Unchanged |
| LMR Partners LLP | 11,269 | $1.16M | 0.03% | +11,269 | New |
| TrimTabs Asset Management, LLC | 11,308 | $1.17M | 0.34% | +11,308 | New |
| Metis Global Partners, LLC | 11,359 | $1.17M | 0.05% | −955−7.8% | Reduced |
| Monticello Wealth Management, LLC | 11,360 | $1.17M | 0.11% | −886−7.2% | Reduced |
| New Mexico Educational Retirement Board | 11,638 | $1.20M | 0.05% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 11,710 | $1.21M | 0.03% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 11,819 | $1.22M | 0.04% | +11,819 | New |
| CWM Advisors, LLC | 11,841 | $1.22M | 0.13% | −1,553−11.6% | Reduced |
| Sherbrooke Park Advisers LLC | 11,910 | $1.23M | 0.58% | +6,522+121.0% | Added |
| Perpetual Ltd | 11,944 | $1.23M | 0.01% | +3,209+36.7% | Added |
| Cetera Advisors LLC | 12,117 | $1.25M | 0.02% | +6,104+101.5% | Added |
| MorganRosel Wealth Management, LLC | 12,189 | $1.26M | 0.49% | −1,246−9.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,194 | $1.26M | 0.01% | −408−3.2% | Reduced |
| US Bancorp | 12,223 | $1.26M | 0.00% | −412−3.3% | Reduced |
| Thrivent Financial for Lutherans | 12,564 | $1.30M | 0.00% | −19,763−61.1% | Reduced |
| AlTi Global, Inc. | 12,695 | $1.31M | 0.04% | +12,695 | New |
| MAI Capital Management | 12,739 | $1.31M | 0.02% | +400+3.2% | Added |
| UBS Oconnor LLC | 12,918 | $1.33M | 0.04% | +12,918 | New |
| Louisiana State Employees Retirement System | 13,000 | $1.34M | 0.03% | −600−4.4% | Reduced |
| Systematic Alpha Investments, LLC | 13,088 | $1.35M | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 13,152 | $1.36M | 0.05% | +1,779+15.6% | Added |
| USA Financial Portformulas Corp | 13,235 | $1.37M | 0.24% | +9,869+293.2% | Added |
| Unique Wealth Strategies, LLC | 13,362 | $1.38M | 0.92% | +13,362 | New |
| IFP Advisors, Inc | 13,535 | $1.40M | 0.07% | +2,026+17.6% | Added |
| Summit Global Investments | 13,594 | $1.40M | 0.09% | −9,935−42.2% | Reduced |
| Redwood Investment Management, LLC | 13,636 | $1.41M | 0.13% | −7,935−36.8% | Reduced |