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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 426,010 | $44.0M | 0.02% | +51,277+13.7% | Added |
| Qube Research & Technologies Ltd | 426,862 | $44.1M | 0.10% | +180,215+73.1% | Added |
| Capital Fund Management S.A. | 430,174 | $44.4M | 0.57% | +105,332+32.4% | Added |
| California Public Employees Retirement System | 437,832 | $45.2M | 0.03% | −17,498−3.8% | Reduced |
| Credit Suisse AG | 451,017 | $46.6M | 0.05% | −83,692−15.7% | Reduced |
| Rhumbline Advisers | 454,164 | $46.9M | 0.05% | −9,083−2.0% | Reduced |
| Envestnet Asset Management Inc | 455,320 | $47.0M | 0.02% | +62,576+15.9% | Added |
| Lazard Asset Management LLC | 459,195 | $47.4M | 0.06% | +27,913+6.5% | Added |
| Storebrand Asset Management AS | 467,486 | $48.3M | 0.17% | −43,960−8.6% | Reduced |
| Twin Tree Management, LP | 484,225 | $50.0M | 0.90% | +435,612+896.1% | Added |
| Wedge Capital Management L L P | 490,044 | $50.6M | 0.90% | +22,259+4.8% | Added |
| Russell Investments Group, Ltd. | 506,026 | $52.2M | 0.09% | −152,470−23.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 520,967 | $53.8M | 0.09% | −32,885−5.9% | Reduced |
| Jupiter Asset Management Ltd | 556,284 | $57.4M | 0.57% | −88,708−13.8% | Reduced |
| National Pension Service | 560,555 | $57.9M | 0.08% | 00.0% | Unchanged |
| Man Group plc | 566,323 | $58.5M | 0.17% | – | – |
| Swedbank AB | 568,831 | $58.7M | 0.10% | +63,421+12.5% | Added |
| Wells Fargo & Company | 569,055 | $58.7M | 0.02% | −70,145−11.0% | Reduced |
| Mackenzie Financial Corp | 572,994 | $59.1M | 0.09% | −70,859−11.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 592,290 | $61.1M | 0.05% | −28,482−4.6% | Reduced |
| Fiera Capital Corp | 592,665 | $61.2M | 0.19% | −117,507−16.5% | Reduced |
| Assetmark, Inc | 617,543 | $63.7M | 0.23% | −17,158−2.7% | Reduced |
| JPMorgan Chase & Co | 632,467 | $65.3M | 0.01% | −131,343−17.2% | Reduced |
| Citigroup Inc | 663,961 | $68.5M | 0.09% | +47,164+7.6% | Added |
| Swiss National Bank | 686,200 | $70.8M | 0.05% | −32,800−4.6% | Reduced |
| UBS Group AG | 686,773 | $70.9M | 0.03% | −68,986−9.1% | Reduced |
| Royal Bank of Canada | 702,162 | $72.5M | 0.02% | +129,143+22.5% | Added |
| Barclays PLC | 744,683 | $76.9M | 0.04% | +8,665+1.2% | Added |
| Nordea Investment Management AB | 753,768 | $78.0M | 0.10% | +28,833+4.0% | Added |
| Millennium Management LLC | 796,351 | $82.2M | 0.08% | −607,744−43.3% | Reduced |
| First Trust Advisors LP | 814,010 | $84.0M | 0.09% | −64,375−7.3% | Reduced |
| Pictet Asset Management Holding SA | 816,462 | $84.3M | 0.09% | +15,099+1.9% | Added |
| Captrust Financial Advisors | 917,193 | $94.7M | 0.33% | +6,412+0.7% | Added |
| Clark Capital Management Group, Inc. | 942,180 | $97.3M | 0.80% | −70,462−7.0% | Reduced |
| Victory Capital Management Inc | 956,353 | $98.7M | 0.10% | −92,543−8.8% | Reduced |
| Squarepoint Ops LLC | 978,353 | $101.0M | 0.41% | −182,369−15.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 982,719 | $101.4M | 0.25% | −256,416−20.7% | Reduced |
| UBS Asset Management Americas Inc | 989,893 | $102.2M | 0.04% | −140,252−12.4% | Reduced |
| Amundi | 1,039,081 | $107.3M | 0.05% | −113,108−9.8% | Reduced |
| Nuveen Asset Management, LLC | 1,069,998 | $110.5M | 0.04% | +129,399+13.8% | Added |
| Holocene Advisors, LP | 1,071,765 | $110.6M | 0.43% | +357,562+50.1% | Added |
| Caisse de Depot Et Placement du Quebec | 1,077,904 | $111.3M | 0.28% | −204,420−15.9% | Reduced |
| Deutsche Bank AG | 1,119,628 | $115.6M | 0.06% | −35,501−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,346,605 | $139.0M | 0.04% | −21,691−1.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,357,526 | $140.1M | 0.15% | −370,885−21.5% | Reduced |
| Los Angeles Capital Management LLC | 1,426,619 | $147.3M | 0.55% | −202,968−12.5% | Reduced |
| Legal & General Group Plc | 1,520,119 | $156.9M | 0.05% | −7,030−0.5% | Reduced |
| Bank of America Corp | 1,656,665 | $171.0M | 0.02% | −311,453−15.8% | Reduced |
| HSBC Holdings PLC | 1,673,082 | $172.7M | 0.16% | −75,037−4.3% | Reduced |
| Alliancebernstein L.P. | 1,755,536 | $181.2M | 0.07% | −61,351−3.4% | Reduced |
| Bank of New York Mellon Corp | 1,815,329 | $187.4M | 0.04% | −179,727−9.0% | Reduced |
| Allianz Asset Management GmbH | 1,892,229 | $195.3M | 0.36% | +523,623+38.3% | Added |
| Ameriprise Financial Inc | 1,987,549 | $205.2M | 0.06% | +82,294+4.3% | Added |
| Goldman Sachs Group Inc | 2,103,760 | $217.2M | 0.05% | +490,548+30.4% | Added |
| Northern Trust Corp | 2,497,198 | $257.8M | 0.05% | −23,044−0.9% | Reduced |
| Pacer Advisors, Inc. | 3,003,713 | $310.0M | 0.88% | +1,060,466+54.6% | Added |
| Morgan Stanley | 3,047,294 | $314.5M | 0.03% | −68,583−2.2% | Reduced |
| AQR Capital Management LLC | 3,679,335 | $379.8M | 0.71% | −450,296−10.9% | Reduced |
| Norges Bank | 3,700,441 | $382.0M | 0.07% | −85,894−2.3% | Reduced |
| LSV Asset Management | 3,887,664 | $401.3M | 0.88% | −196,672−4.8% | Reduced |
| Invesco Ltd. | 3,929,050 | $405.6M | 0.10% | −503,915−11.4% | Reduced |
| FMR LLC | 4,749,383 | $490.2M | 0.04% | −735,086−13.4% | Reduced |
| Geode Capital Management, LLC | 5,005,880 | $515.6M | 0.05% | +38,727+0.8% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 5,726,368 | $591.1M | 6.30% | +24,350+0.4% | Added |
| Dimensional Fund Advisors LP | 5,830,231 | $601.8M | 0.18% | −1,222,242−17.3% | Reduced |
| State Street Corp | 10,649,700 | $1.10B | 0.05% | +283,700+2.7% | Added |
| Putnam Investments LLC | 11,008,695 | $1.14B | 1.50% | +197,656+1.8% | Added |
| BlackRock Inc. | 20,523,416 | $2.12B | 0.05% | −529,588−2.5% | Reduced |
| Vanguard Group Inc | 24,793,271 | $2.56B | 0.06% | −269,806−1.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −1,954,842−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −283,105−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −257,067−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −180,696−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −83,865−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −78,293−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −68,882−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −56,721−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −53,500−100.0% | Sold out |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 0 | $0 | 0.00% | −53,500−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −45,693−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −31,926−100.0% | Sold out |
| Jetstream Capital LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −29,931−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −27,930−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −27,619−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −26,396−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,881−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −17,724−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −17,617−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −16,176−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −13,807−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −12,965−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −12,621−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −10,666−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,643−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −10,631−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,670−100.0% | Sold out |