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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 34,181 | $3.53M | 0.02% | +34,181 | New |
| HRT Financial LP | 35,738 | $3.69M | 0.03% | +35,738 | New |
| Level Four Advisory Services, LLC | 35,863 | $3.70M | 0.21% | −3,435−8.7% | Reduced |
| Montag A & Associates Inc | 35,903 | $3.71M | 0.21% | +2,327+6.9% | Added |
| FIL Ltd | 36,312 | $3.75M | 0.00% | +36,207+34,482.9% | Added |
| KBC Group NV | 36,425 | $3.76M | 0.01% | −4,226−10.4% | Reduced |
| Brinker Capital Investments, LLC | 36,278 | $3.76M | 0.04% | −7,123−16.4% | Reduced |
| Orion Portfolio Solutions, LLC | 36,278 | $3.76M | 0.04% | −7,123−16.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 36,460 | $3.76M | 0.06% | −3,282−8.3% | Reduced |
| Utah Retirement Systems | 37,176 | $3.84M | 0.05% | −400−1.1% | Reduced |
| Castleark Management LLC | 37,540 | $3.87M | 0.17% | −35,520−48.6% | Reduced |
| Czech National Bank | 37,761 | $3.90M | 0.06% | −594−1.5% | Reduced |
| Forsta Ap-Fonden | 38,100 | $3.93M | 0.04% | −4,200−9.9% | Reduced |
| Van Eck Associates Corp | 39,433 | $4.07M | 0.01% | +1,122+2.9% | Added |
| JustInvest LLC | 39,481 | $4.08M | 0.10% | −25,784−39.5% | Reduced |
| River Wealth Advisors LLC | 39,731 | $4.10M | 0.65% | −3,120−7.3% | Reduced |
| Arete Wealth Advisors, LLC | 40,735 | $4.20M | 0.32% | +8,184+25.1% | Added |
| Hendershot Investments Inc. | 41,098 | $4.24M | 0.65% | −870−2.1% | Reduced |
| Cetera Investment Advisers | 41,413 | $4.27M | 0.03% | −23,438−36.1% | Reduced |
| Quantinno Capital Management LP | 41,710 | $4.30M | 0.15% | +150.0% | Added |
| ProShare Advisors LLC | 41,819 | $4.32M | 0.01% | −5,209−11.1% | Reduced |
| Rockefeller Capital Management L.P. | 42,213 | $4.36M | 0.01% | +734+1.8% | Added |
| Marsico Capital Management LLC | 42,228 | $4.36M | 0.17% | +42,228 | New |
| Monument Capital Management | 42,763 | $4.41M | 1.42% | −266−0.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 43,128 | $4.45M | 0.12% | +16,604+62.6% | Added |
| DnB Asset Management AS | 43,391 | $4.48M | 0.02% | +123+0.3% | Added |
| Shayne & Co., LLC | 43,969 | $4.54M | 1.41% | −750−1.7% | Reduced |
| MML Investors Services, LLC | 44,064 | $4.55M | 0.02% | +8,945+25.5% | Added |
| Broad Peak Investment Holdings Ltd. | 44,100 | $4.55M | 0.73% | −29,900−40.4% | Reduced |
| Clough Capital Partners L P | 44,300 | $4.57M | 0.51% | +800+1.8% | Added |
| Texas Permanent School Fund | 44,531 | $4.60M | 0.04% | −829−1.8% | Reduced |
| CIBC World Markets Inc. | 44,837 | $4.63M | 0.01% | −67,906−60.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,012 | $4.65M | 0.05% | −670−1.5% | Reduced |
| Hudson Capital Management LLC | 45,448 | $4.69M | 1.70% | −6,795−13.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 45,621 | $4.71M | 0.01% | +1,243+2.8% | Added |
| Yousif Capital Management, LLC | 45,738 | $4.72M | 0.06% | +8,686+23.4% | Added |
| Glenview Trust Co | 46,076 | $4.76M | 0.12% | −6,007−11.5% | Reduced |
| Glenmede Trust Co NA | 46,076 | $4.76M | 0.02% | −3,389−6.9% | Reduced |
| Hennessy Advisors Inc | 46,100 | $4.76M | 0.24% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 46,146 | $4.76M | 1.31% | −4,668−9.2% | Reduced |
| Mariner, LLC | 46,684 | $4.82M | 0.01% | +2,268+5.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,213 | $4.87M | 0.04% | +3,090+7.0% | Added |
| Gabelli Funds LLC | 47,400 | $4.89M | 0.04% | −21,600−31.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 49,214 | $5.08M | 0.17% | +7,073+16.8% | Added |
| RBF Capital, LLC | 50,000 | $5.16M | 0.32% | 00.0% | Unchanged |
| Westpac Banking Corp | 50,527 | $5.22M | 0.43% | +5,029+11.1% | Added |
| Guggenheim Capital LLC | 50,573 | $5.22M | 0.04% | −18,062−26.3% | Reduced |
| Oppenheimer & Co Inc | 52,126 | $5.38M | 0.10% | +2,740+5.5% | Added |
| MetLife Investment Management | 52,307 | $5.40M | 0.04% | −1,940−3.6% | Reduced |
| Aviva PLC | 53,041 | $5.47M | 0.02% | −53,512−50.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 53,251 | $5.50M | 0.76% | +53,251 | New |
| Ethic Inc. | 53,304 | $5.50M | 0.16% | +10,458+24.4% | Added |
| D. E. Shaw & Co., Inc. | 53,690 | $5.54M | 0.01% | −79,796−59.8% | Reduced |
| Investment Management Corp of Ontario | 55,011 | $5.68M | 0.14% | +55,011 | New |
| Wellington Management Group LLP | 55,522 | $5.73M | 0.00% | +55,522 | New |
| Seascape Capital Management | 55,637 | $5.74M | 2.42% | −2,961−5.1% | Reduced |
| Twin Capital Management Inc | 56,041 | $5.78M | 0.76% | −2,968−5.0% | Reduced |
| HighTower Advisors, LLC | 56,612 | $5.85M | 0.01% | −15,357−21.3% | Reduced |
| Meeder Asset Management Inc | 57,913 | $5.98M | 0.47% | −19,505−25.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 58,006 | $5.99M | 0.02% | −2,823−4.6% | Reduced |
| American International Group, Inc. | 59,102 | $6.10M | 0.03% | +1,048+1.8% | Added |
| Argyle Capital Management Inc. | 59,709 | $6.16M | 2.55% | −12,150−16.9% | Reduced |
| IFM Investors Pty Ltd | 59,992 | $6.19M | 0.08% | −1,032−1.7% | Reduced |
| Arizona State Retirement System | 60,312 | $6.23M | 0.05% | −589−1.0% | Reduced |
| Mount Lucas Management LP | 61,692 | $6.37M | 2.25% | +23,684+62.3% | Added |
| Citadel Advisors LLC | 62,582 | $6.46M | 0.01% | +50,555+420.3% | Added |
| Stifel Financial Corp | 62,706 | $6.47M | 0.01% | +10,014+19.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 62,894 | $6.49M | 0.62% | +246+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,307 | $6.54M | 0.08% | −4,700−6.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 63,539 | $6.56M | 0.14% | −25,913−29.0% | Reduced |
| Gotham Asset Management, LLC | 63,773 | $6.58M | 0.12% | +3,705+6.2% | Added |
| Patton Fund Management, Inc. | 64,734 | $6.68M | 1.48% | +38,777+149.4% | Added |
| Aptus Capital Advisors, LLC | 66,529 | $6.87M | 0.20% | −274−0.4% | Reduced |
| Oliver Luxxe Assets LLC | 68,252 | $7.04M | 1.66% | −11,382−14.3% | Reduced |
| Intech Investment Management LLC | 69,114 | $7.13M | 0.10% | +62,859+1,004.9% | Added |
| STRS Ohio | 69,897 | $7.21M | 0.03% | −6,894−9.0% | Reduced |
| Pinebridge Investments, L.P. | 71,034 | $7.33M | 0.07% | +11,258+18.8% | Added |
| Swiss Life Asset Management Ltd | 71,214 | $7.35M | 0.09% | −24,121−25.3% | Reduced |
| Patton Albertson Miller Group, LLC | 74,040 | $7.64M | 1.27% | +8,547+13.1% | Added |
| Foster & Motley Inc | 74,910 | $7.73M | 0.57% | −835−1.1% | Reduced |
| Voya Investment Management LLC | 75,796 | $7.82M | 0.01% | −9,541−11.2% | Reduced |
| Degroof Petercam Asset Management | 77,100 | $7.96M | 0.10% | +77,100 | New |
| Vontobel Holding Ltd. | 78,704 | $8.12M | 0.07% | −19,090−19.5% | Reduced |
| Burney Co | 83,770 | $8.65M | 0.36% | −395−0.5% | Reduced |
| USS Investment Management Ltd | 83,901 | $8.66M | 0.08% | −5,100−5.7% | Reduced |
| Trexquant Investment LP | 84,783 | $8.75M | 0.20% | +84,783 | New |
| Neuberger Berman Group LLC | 86,258 | $8.90M | 0.01% | +6,072+7.6% | Added |
| NBW Capital LLC | 87,544 | $9.04M | 1.98% | −2,374−2.6% | Reduced |
| Amalgamated Bank | 87,703 | $9.05M | 0.07% | −9,484−9.8% | Reduced |
| Nomura Asset Management Co Ltd | 89,065 | $9.19M | 0.04% | −739−0.8% | Reduced |
| State of Michigan Retirement System | 90,169 | $9.31M | 0.06% | +900+1.0% | Added |
| Wealthfront Advisers LLC | 90,752 | $9.37M | 0.04% | +6,508+7.7% | Added |
| DekaBank Deutsche Girozentrale | 93,561 | $9.66M | 0.02% | +514+0.6% | Added |
| National Bank of Canada | 95,580 | $9.71M | 0.02% | +4,729+5.2% | Added |
| Balyasny Asset Management LLC | 94,877 | $9.79M | 0.03% | +90,878+2,272.5% | Added |
| ClariVest Asset Management LLC | 95,301 | $9.84M | 0.55% | −16,123−14.5% | Reduced |
| Oregon Public Employees Retirement Fund | 96,099 | $9.92M | 0.18% | −60,583−38.7% | Reduced |
| Muhlenkamp & Co Inc | 96,568 | $9.97M | 3.26% | +825+0.9% | Added |
| Royal London Asset Management Ltd | 96,709 | $9.98M | 0.03% | +2,022+2.1% | Added |
| Elk River Wealth Management, LLC | 99,304 | $10.3M | 1.97% | −790−0.8% | Reduced |