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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 254,345 | $26.3M | 0.02% | +15,316+6.4% | Added |
| Korea Investment CORP | 252,384 | $26.1M | 0.07% | −60,545−19.3% | Reduced |
| Retirement Systems of Alabama | 252,015 | $26.0M | 0.11% | −78,403−23.7% | Reduced |
| Dana Investment Advisors, Inc. | 250,302 | $25.8M | 1.25% | −34,886−12.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 242,939 | $25.1M | 0.11% | −13,932−5.4% | Reduced |
| Prudential Financial Inc | 220,575 | $22.2M | 0.03% | −337,760−60.5% | Reduced |
| Schroder Investment Management Group | 209,915 | $21.7M | 0.03% | +170,908+438.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 209,506 | $21.0M | 0.04% | +3,137+1.5% | Added |
| Edmond de Rothschild Holding S.A. | 203,725 | $21.0M | 0.38% | −10,000−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 202,781 | $20.9M | 0.04% | −15,481−7.1% | Reduced |
| Berkshire Asset Management LLC | 198,592 | $20.5M | 1.17% | −6,157−3.0% | Reduced |
| RE Advisers Corp | 197,800 | $20.4M | 0.52% | +197,800 | New |
| Basswood Capital Management, L.L.C. | 197,647 | $20.4M | 1.32% | +5,202+2.7% | Added |
| WS Portfolio Advisory, LLC | 195,019 | $20.1M | 3.73% | −93,050−32.3% | Reduced |
| Generate Investment Management Ltd | 195,019 | $20.1M | 1.74% | +195,019 | New |
| Globeflex Capital L P | 193,942 | $20.0M | 2.04% | −9,422−4.6% | Reduced |
| SEI Investments Co | 193,556 | $20.0M | 0.03% | −61,641−24.2% | Reduced |
| Empowered Funds, LLC | 193,562 | $20.0M | 0.50% | +42,775+28.4% | Added |
| Truist Financial Corp | 191,219 | $19.7M | 0.03% | +136,370+248.6% | Added |
| Walleye Trading LLC | 188,141 | $19.4M | 0.29% | +188,141 | New |
| Federated Hermes, Inc. | 184,431 | $19.0M | 0.05% | −84,619−31.5% | Reduced |
| Loomis Sayles & Co L P | 181,837 | $18.8M | 0.03% | −31,499−14.8% | Reduced |
| Alyeska Investment Group, L.P. | 179,017 | $18.5M | 0.12% | +179,017 | New |
| Zacks Investment Management | 175,125 | $18.1M | 0.22% | −78,676−31.0% | Reduced |
| Rafferty Asset Management, LLC | 173,492 | $17.9M | 0.08% | +25,782+17.5% | Added |
| Natixis Advisors, L.P. | 169,354 | $17.5M | 0.05% | −19,467−10.3% | Reduced |
| Janney Montgomery Scott LLC | 168,689 | $17.4M | 0.06% | +133,638+381.3% | Added |
| TD Asset Management Inc | 168,629 | $17.4M | 0.02% | −4,476−2.6% | Reduced |
| Macquarie Group Ltd | 162,291 | $16.8M | 0.02% | −627−0.4% | Reduced |
| State of Wisconsin Investment Board | 156,882 | $16.2M | 0.05% | −73,947−32.0% | Reduced |
| Manufacturers Life Insurance Company, The | 150,620 | $15.5M | 0.01% | −1,370−0.9% | Reduced |
| Toronto Dominion Bank | 142,972 | $14.8M | 0.02% | +57,373+67.0% | Added |
| Jane Street Group, LLC | 141,695 | $14.6M | 0.02% | −499,468−77.9% | Reduced |
| Nisa Investment Advisors, LLC | 141,647 | $14.6M | 0.10% | −6,572−4.4% | Reduced |
| CIBC World Markets Corp | 135,832 | $14.0M | 0.08% | +96,389+244.4% | Added |
| Moran Wealth Management, LLC | 134,878 | $13.9M | 0.50% | −6,618−4.7% | Reduced |
| Cambria Investment Management, L.P. | 134,826 | $13.9M | 0.97% | −42,352−23.9% | Reduced |
| PGGM Investments | 134,773 | $13.9M | 0.21% | −23,631−14.9% | Reduced |
| Systematic Financial Management LP | 133,945 | $13.8M | 0.41% | −12,052−8.3% | Reduced |
| Verition Fund Management LLC | 131,474 | $13.6M | 0.14% | +41,271+45.8% | Added |
| Achmea Investment Management B.V. | 128,690 | $13.3M | 0.27% | +526+0.4% | Added |
| Bank of Nova Scotia | 128,153 | $13.2M | 0.02% | +107,755+528.3% | Added |
| CI Private Wealth, LLC | 125,196 | $12.9M | 0.02% | −2,476−1.9% | Reduced |
| Treasurer of the State of North Carolina | 124,248 | $12.8M | 0.06% | −622−0.5% | Reduced |
| Eastern Bank | 123,475 | $12.7M | 0.58% | +123,475 | New |
| Canada Pension Plan Investment Board | 122,300 | $12.6M | 0.02% | +23,900+24.3% | Added |
| State of New Jersey Common Pension Fund D | 122,118 | $12.6M | 0.04% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 120,444 | $12.4M | 0.04% | −3,025−2.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 118,498 | $12.2M | 0.46% | −1,479−1.2% | Reduced |
| Standard Life Aberdeen plc | 117,734 | $12.2M | 0.03% | +40,469+52.4% | Added |
| Public Employees Retirement System of Ohio | 116,843 | $12.1M | 0.05% | +10,696+10.1% | Added |
| Royce & Associates LP | 116,026 | $12.0M | 0.11% | −21,556−15.7% | Reduced |
| Leuthold Group, LLC | 115,879 | $12.0M | 1.50% | −87−0.1% | Reduced |
| Patten & Patten Inc | 113,660 | $11.7M | 0.96% | −4,826−4.1% | Reduced |
| Eagle Asset Management Inc | 113,623 | $11.7M | 0.06% | −37,051−24.6% | Reduced |
| Bridgewater Associates, LP | 113,315 | $11.7M | 0.07% | −19,067−14.4% | Reduced |
| Acadian Asset Management LLC | 112,661 | $11.6M | 0.05% | −1,037,803−90.2% | Reduced |
| Natixis | 109,479 | $11.3M | 0.09% | +88,019+410.2% | Added |
| Ensign Peak Advisors, Inc | 107,030 | $11.0M | 0.02% | −41,553−28.0% | Reduced |
| ING Groep NV | 106,916 | $11.0M | 0.09% | −37,093−25.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 106,600 | $11.0M | 0.10% | −300−0.3% | Reduced |
| Vinva Investment Management Ltd | 105,909 | $11.0M | 0.76% | −15,400−12.7% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 92,340 | $10.8M | 0.15% | +92,340 | New |
| Mirae Asset Global Investments Co., Ltd. | 103,294 | $10.7M | 0.02% | +38,911+60.4% | Added |
| Handelsbanken Fonder AB | 103,077 | $10.6M | 0.05% | −82,268−44.4% | Reduced |
| Asset Management One Co.,Ltd. | 102,710 | $10.6M | 0.04% | −539−0.5% | Reduced |
| NatWest Group plc | 102,144 | $10.5M | 4.41% | −5,229−4.9% | Reduced |
| Meritage Portfolio Management | 101,854 | $10.5M | 0.69% | −965−0.9% | Reduced |
| Comerica Bank | 101,811 | $10.5M | 0.05% | +12,371+13.8% | Added |
| Elk River Wealth Management, LLC | 99,304 | $10.3M | 1.97% | −790−0.8% | Reduced |
| Royal London Asset Management Ltd | 96,709 | $9.98M | 0.03% | +2,022+2.1% | Added |
| Muhlenkamp & Co Inc | 96,568 | $9.97M | 3.26% | +825+0.9% | Added |
| Oregon Public Employees Retirement Fund | 96,099 | $9.92M | 0.18% | −60,583−38.7% | Reduced |
| ClariVest Asset Management LLC | 95,301 | $9.84M | 0.55% | −16,123−14.5% | Reduced |
| Balyasny Asset Management LLC | 94,877 | $9.79M | 0.03% | +90,878+2,272.5% | Added |
| National Bank of Canada | 95,580 | $9.71M | 0.02% | +4,729+5.2% | Added |
| DekaBank Deutsche Girozentrale | 93,561 | $9.66M | 0.02% | +514+0.6% | Added |
| Wealthfront Advisers LLC | 90,752 | $9.37M | 0.04% | +6,508+7.7% | Added |
| State of Michigan Retirement System | 90,169 | $9.31M | 0.06% | +900+1.0% | Added |
| Nomura Asset Management Co Ltd | 89,065 | $9.19M | 0.04% | −739−0.8% | Reduced |
| Amalgamated Bank | 87,703 | $9.05M | 0.07% | −9,484−9.8% | Reduced |
| NBW Capital LLC | 87,544 | $9.04M | 1.98% | −2,374−2.6% | Reduced |
| Neuberger Berman Group LLC | 86,258 | $8.90M | 0.01% | +6,072+7.6% | Added |
| Trexquant Investment LP | 84,783 | $8.75M | 0.20% | +84,783 | New |
| USS Investment Management Ltd | 83,901 | $8.66M | 0.08% | −5,100−5.7% | Reduced |
| Burney Co | 83,770 | $8.65M | 0.36% | −395−0.5% | Reduced |
| Vontobel Holding Ltd. | 78,704 | $8.12M | 0.07% | −19,090−19.5% | Reduced |
| Degroof Petercam Asset Management | 77,100 | $7.96M | 0.10% | +77,100 | New |
| Voya Investment Management LLC | 75,796 | $7.82M | 0.01% | −9,541−11.2% | Reduced |
| Foster & Motley Inc | 74,910 | $7.73M | 0.57% | −835−1.1% | Reduced |
| Patton Albertson Miller Group, LLC | 74,040 | $7.64M | 1.27% | +8,547+13.1% | Added |
| Swiss Life Asset Management Ltd | 71,214 | $7.35M | 0.09% | −24,121−25.3% | Reduced |
| Pinebridge Investments, L.P. | 71,034 | $7.33M | 0.07% | +11,258+18.8% | Added |
| STRS Ohio | 69,897 | $7.21M | 0.03% | −6,894−9.0% | Reduced |
| Intech Investment Management LLC | 69,114 | $7.13M | 0.10% | +62,859+1,004.9% | Added |
| Oliver Luxxe Assets LLC | 68,252 | $7.04M | 1.66% | −11,382−14.3% | Reduced |
| Aptus Capital Advisors, LLC | 66,529 | $6.87M | 0.20% | −274−0.4% | Reduced |
| Patton Fund Management, Inc. | 64,734 | $6.68M | 1.48% | +38,777+149.4% | Added |
| Gotham Asset Management, LLC | 63,773 | $6.58M | 0.12% | +3,705+6.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 63,539 | $6.56M | 0.14% | −25,913−29.0% | Reduced |