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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 13,654 | $1.41M | 0.04% | −2,093−13.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,723 | $1.42M | 0.58% | 00.0% | Unchanged |
| Centennial Bank | 13,872 | $1.43M | 0.86% | −99−0.7% | Reduced |
| Centiva Capital, LP | 14,008 | $1.45M | 0.09% | −6,592−32.0% | Reduced |
| GLOBALT Investments LLC | 14,057 | $1.45M | 0.06% | +14,057 | New |
| AXS Investments LLC | 14,128 | $1.46M | 0.35% | −1,055−6.9% | Reduced |
| Empirical Finance, LLC | 14,551 | $1.50M | 0.10% | +6,622+83.5% | Added |
| Hartford Investment Management Co | 14,556 | $1.50M | 0.06% | −684−4.5% | Reduced |
| Ieq Capital, LLC | 14,640 | $1.51M | 0.03% | +1,572+12.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,122 | $1.56M | 0.01% | +6,999+86.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,478 | $1.60M | 0.00% | −2,773−15.2% | Reduced |
| Axq Capital, LP | 15,500 | $1.60M | 0.43% | +15,500 | New |
| FJ Capital Management LLC | 15,683 | $1.62M | 0.16% | −11,149−41.6% | Reduced |
| Advisory Services Network, LLC | 16,146 | $1.67M | 0.04% | −1,072−6.2% | Reduced |
| Baird Financial Group, Inc. | 16,213 | $1.67M | 0.00% | −942−5.5% | Reduced |
| Prudential PLC | 16,472 | $1.70M | 0.02% | −2,294−12.2% | Reduced |
| Synovus Financial Corp | 16,532 | $1.71M | 0.02% | −13,734−45.4% | Reduced |
| Maryland State Retirement & Pension System | 16,933 | $1.75M | 0.04% | 00.0% | Unchanged |
| Dean Capital Management | 17,102 | $1.77M | 1.09% | +2,774+19.4% | Added |
| Crossmark Global Holdings, Inc. | 17,141 | $1.77M | 0.04% | −2,628−13.3% | Reduced |
| Kentucky Retirement Systems | 17,250 | $1.78M | 0.06% | −637−3.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,437 | $1.80M | 0.16% | +14,482+490.1% | Added |
| Federation des caisses Desjardins du Quebec | 17,543 | $1.81M | 0.02% | −30,411−63.4% | Reduced |
| Sequoia Financial Advisors, LLC | 17,563 | $1.81M | 0.02% | +17,563 | New |
| Jump Financial, LLC | 17,623 | $1.82M | 0.06% | −13,875−44.1% | Reduced |
| Icon Advisers Inc | 17,800 | $1.84M | 0.42% | −6,600−27.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,049 | $1.86M | 0.01% | +1,762+10.8% | Added |
| Kestra Advisory Services, LLC | 18,501 | $1.91M | 0.02% | +3,494+23.3% | Added |
| Cerity Partners LLC | 18,560 | $1.92M | 0.01% | +4,798+34.9% | Added |
| Trail Ridge Investment Advisors, LLC | 18,622 | $1.92M | 1.18% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 18,681 | $1.93M | 0.71% | +18,681 | New |
| Gulf International Bank (UK) Ltd | 18,997 | $1.96M | 0.06% | −1,846−8.9% | Reduced |
| Virtus Family Office LLC | 19,106 | $1.98M | 3.31% | −3,599−15.9% | Reduced |
| Elo Mutual Pension Insurance Co | 19,159 | $1.98M | 0.05% | +366+1.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 19,171 | $1.98M | 0.11% | +3,213+20.1% | Added |
| Teachers Retirement System of the State of Kentucky | 19,220 | $1.98M | 0.02% | −1,310−6.4% | Reduced |
| Harvest Investment Services, LLC | 19,421 | $2.00M | 0.92% | +19,421 | New |
| Raymond James Trust N.A. | 19,617 | $2.02M | 0.05% | +308+1.6% | Added |
| Panagora Asset Management Inc | 19,636 | $2.03M | 0.01% | −1,774−8.3% | Reduced |
| Daiwa Securities Group Inc. | 19,718 | $2.04M | 0.01% | +1,095+5.9% | Added |
| Creative Planning | 20,654 | $2.13M | 0.00% | −1,875−8.3% | Reduced |
| GWM Advisors LLC | 20,797 | $2.15M | 0.02% | +10,934+110.9% | Added |
| Affinity Investment Advisors, LLC | 20,892 | $2.16M | 1.47% | −1,283−5.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,313 | $2.20M | 0.03% | +559+2.7% | Added |
| Symmetry Partners, LLC | 21,497 | $2.23M | 0.12% | −2,619−10.9% | Reduced |
| Advisors Preferred, LLC | 22,354 | $2.27M | 0.38% | +22,354 | New |
| Vestcor Inc | 22,309 | $2.30M | 0.08% | +5,798+35.1% | Added |
| Geneos Wealth Management Inc. | 22,458 | $2.32M | 0.11% | −3,560−13.7% | Reduced |
| Estate Counselors, LLC | 23,060 | $2.38M | 0.29% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 23,286 | $2.40M | 0.03% | −2,790−10.7% | Reduced |
| Todd Asset Management LLC | 23,438 | $2.42M | 0.05% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 23,510 | $2.43M | 0.06% | +647+2.8% | Added |
| Rock Point Advisors, LLC | 23,560 | $2.43M | 0.74% | −5,591−19.2% | Reduced |
| Engineers Gate Manager LP | 23,644 | $2.44M | 0.07% | +23,644 | New |
| X-Square Capital, LLC | 23,662 | $2.44M | 1.35% | −4,743−16.7% | Reduced |
| Trustmark National Bank Trust Department | 24,261 | $2.50M | 0.23% | +8,462+53.6% | Added |
| Bridgeway Capital Management, LLC | 24,950 | $2.58M | 0.06% | −1,100−4.2% | Reduced |
| Desjardins Global Asset Management Inc. | 25,194 | $2.60M | 0.28% | −580−2.3% | Reduced |
| Sib LLC | 25,255 | $2.61M | 1.33% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 25,270 | $2.61M | 0.02% | +4,965+24.5% | Added |
| Shelton Capital Management | 25,275 | $2.61M | 0.08% | −26,125−50.8% | Reduced |
| Dean Investment Associates, LLC | 25,567 | $2.64M | 0.38% | +1,427+5.9% | Added |
| Ellis Investment Partners, LLC | 25,783 | $2.66M | 0.62% | +422+1.7% | Added |
| Nissay Asset Management Corp | 26,059 | $2.69M | 0.02% | +288+1.1% | Added |
| Peak Financial Advisors LLC | 26,383 | $2.72M | 1.82% | +26,383 | New |
| Assenagon Asset Management S.A. | 26,577 | $2.74M | 0.01% | −4,062−13.3% | Reduced |
| Xponance, Inc. | 26,630 | $2.75M | 0.03% | −2,105−7.3% | Reduced |
| Blair William & Co | 26,753 | $2.76M | 0.01% | +1,959+7.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,000 | $2.79M | 0.01% | +27,000 | New |
| Kames Capital plc | 27,270 | $2.81M | 0.04% | +27,270 | New |
| iA Global Asset Management Inc. | 27,517 | $2.84M | 0.07% | +9,251+50.6% | Added |
| Public Employees Retirement Association of Colorado | 27,882 | $2.88M | 0.01% | −928−3.2% | Reduced |
| Commerce Bank | 27,906 | $2.88M | 0.02% | −9,243−24.9% | Reduced |
| IFG Advisory, LLC | 28,137 | $2.90M | 0.21% | +1,400+5.2% | Added |
| Cresset Asset Management, LLC | 28,099 | $2.91M | 0.02% | −769−2.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 28,277 | $2.92M | 0.63% | +4,752+20.2% | Added |
| Cetera Advisor Networks LLC | 28,464 | $2.94M | 0.02% | +5,988+26.6% | Added |
| 1832 Asset Management L.P. | 28,694 | $2.96M | 0.01% | −5,362−15.7% | Reduced |
| Mutual of America Capital Management LLC | 28,917 | $2.98M | 0.03% | −1,853−6.0% | Reduced |
| Two Sigma Investments, LP | 29,100 | $3.00M | 0.01% | −23,462−44.6% | Reduced |
| Ritholtz Wealth Management | 29,205 | $3.01M | 0.12% | +4,612+18.8% | Added |
| GTS Securities LLC | 29,316 | $3.03M | 0.07% | −203−0.7% | Reduced |
| PEAK6 Investments LLC | 29,677 | $3.06M | 0.13% | +29,677 | New |
| Tower Research Capital LLC (TRC) | 30,287 | $3.13M | 0.04% | +25,048+478.1% | Added |
| CIBC Asset Management Inc | 30,630 | $3.16M | 0.01% | −1,960−6.0% | Reduced |
| New York Life Investment Management LLC | 30,742 | $3.17M | 0.03% | −760−2.4% | Reduced |
| Wright Investors Service Inc | 30,780 | $3.18M | 0.89% | −2,204−6.7% | Reduced |
| Commonwealth Equity Services, LLC | 30,926 | $3.19M | 0.01% | +7,389+31.4% | Added |
| Edgestream Partners, L.P. | 30,957 | $3.20M | 0.23% | −839−2.6% | Reduced |
| Alaska Permanent Fund Corp | 31,166 | $3.22M | 0.05% | −1,234−3.8% | Reduced |
| M&T Bank Corp | 31,213 | $3.22M | 0.01% | −1,933−5.8% | Reduced |
| Illinois Municipal Retirement Fund | 31,463 | $3.25M | 0.05% | +5,122+19.4% | Added |
| L2 Asset Management, LLC | 31,516 | $3.25M | 1.34% | +31,458+54,237.9% | Added |
| Janus Henderson Group PLC | 31,831 | $3.29M | 0.00% | −267,644−89.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 32,092 | $3.31M | 0.05% | +32,092 | New |
| The PNC Financial Services Group, Inc. | 32,649 | $3.37M | 0.00% | +414+1.3% | Added |
| Larson Financial Group LLC | 32,876 | $3.39M | 0.30% | −2,232−6.4% | Reduced |
| Toroso Investments, LLC | 33,072 | $3.41M | 0.08% | +13,312+67.4% | Added |
| AE Wealth Management LLC | 32,800 | $3.45M | 0.02% | +7,563+30.0% | Added |
| Park Avenue Securities LLC | 33,522 | $3.46M | 0.05% | +4,106+14.0% | Added |