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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,307 | $6.54M | 0.08% | −4,700−6.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 62,894 | $6.49M | 0.62% | +246+0.4% | Added |
| Stifel Financial Corp | 62,706 | $6.47M | 0.01% | +10,014+19.0% | Added |
| Citadel Advisors LLC | 62,582 | $6.46M | 0.01% | +50,555+420.3% | Added |
| Mount Lucas Management LP | 61,692 | $6.37M | 2.25% | +23,684+62.3% | Added |
| Arizona State Retirement System | 60,312 | $6.23M | 0.05% | −589−1.0% | Reduced |
| IFM Investors Pty Ltd | 59,992 | $6.19M | 0.08% | −1,032−1.7% | Reduced |
| Argyle Capital Management Inc. | 59,709 | $6.16M | 2.55% | −12,150−16.9% | Reduced |
| American International Group, Inc. | 59,102 | $6.10M | 0.03% | +1,048+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 58,006 | $5.99M | 0.02% | −2,823−4.6% | Reduced |
| Meeder Asset Management Inc | 57,913 | $5.98M | 0.47% | −19,505−25.2% | Reduced |
| HighTower Advisors, LLC | 56,612 | $5.85M | 0.01% | −15,357−21.3% | Reduced |
| Twin Capital Management Inc | 56,041 | $5.78M | 0.76% | −2,968−5.0% | Reduced |
| Seascape Capital Management | 55,637 | $5.74M | 2.42% | −2,961−5.1% | Reduced |
| Wellington Management Group LLP | 55,522 | $5.73M | 0.00% | +55,522 | New |
| Investment Management Corp of Ontario | 55,011 | $5.68M | 0.14% | +55,011 | New |
| D. E. Shaw & Co., Inc. | 53,690 | $5.54M | 0.01% | −79,796−59.8% | Reduced |
| Ethic Inc. | 53,304 | $5.50M | 0.16% | +10,458+24.4% | Added |
| Spectrum Wealth Counsel, LLC | 53,251 | $5.50M | 0.76% | +53,251 | New |
| Aviva PLC | 53,041 | $5.47M | 0.02% | −53,512−50.2% | Reduced |
| MetLife Investment Management | 52,307 | $5.40M | 0.04% | −1,940−3.6% | Reduced |
| Oppenheimer & Co Inc | 52,126 | $5.38M | 0.10% | +2,740+5.5% | Added |
| Guggenheim Capital LLC | 50,573 | $5.22M | 0.04% | −18,062−26.3% | Reduced |
| Westpac Banking Corp | 50,527 | $5.22M | 0.43% | +5,029+11.1% | Added |
| RBF Capital, LLC | 50,000 | $5.16M | 0.32% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 49,214 | $5.08M | 0.17% | +7,073+16.8% | Added |
| Gabelli Funds LLC | 47,400 | $4.89M | 0.04% | −21,600−31.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,213 | $4.87M | 0.04% | +3,090+7.0% | Added |
| Mariner, LLC | 46,684 | $4.82M | 0.01% | +2,268+5.1% | Added |
| Old Second National Bank of Aurora | 46,146 | $4.76M | 1.31% | −4,668−9.2% | Reduced |
| Hennessy Advisors Inc | 46,100 | $4.76M | 0.24% | 00.0% | Unchanged |
| 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 |
| Yousif Capital Management, LLC | 45,738 | $4.72M | 0.06% | +8,686+23.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 45,621 | $4.71M | 0.01% | +1,243+2.8% | Added |
| Hudson Capital Management LLC | 45,448 | $4.69M | 1.70% | −6,795−13.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,012 | $4.65M | 0.05% | −670−1.5% | Reduced |
| CIBC World Markets Inc. | 44,837 | $4.63M | 0.01% | −67,906−60.2% | Reduced |
| Texas Permanent School Fund | 44,531 | $4.60M | 0.04% | −829−1.8% | Reduced |
| Clough Capital Partners L P | 44,300 | $4.57M | 0.51% | +800+1.8% | Added |
| Broad Peak Investment Holdings Ltd. | 44,100 | $4.55M | 0.73% | −29,900−40.4% | Reduced |
| MML Investors Services, LLC | 44,064 | $4.55M | 0.02% | +8,945+25.5% | Added |
| Shayne & Co., LLC | 43,969 | $4.54M | 1.41% | −750−1.7% | Reduced |
| DnB Asset Management AS | 43,391 | $4.48M | 0.02% | +123+0.3% | Added |
| Parallax Volatility Advisers, L.P. | 43,128 | $4.45M | 0.12% | +16,604+62.6% | Added |
| Monument Capital Management | 42,763 | $4.41M | 1.42% | −266−0.6% | Reduced |
| Marsico Capital Management LLC | 42,228 | $4.36M | 0.17% | +42,228 | New |
| Rockefeller Capital Management L.P. | 42,213 | $4.36M | 0.01% | +734+1.8% | Added |
| ProShare Advisors LLC | 41,819 | $4.32M | 0.01% | −5,209−11.1% | Reduced |
| Quantinno Capital Management LP | 41,710 | $4.30M | 0.15% | +150.0% | Added |
| Cetera Investment Advisers | 41,413 | $4.27M | 0.03% | −23,438−36.1% | Reduced |
| Hendershot Investments Inc. | 41,098 | $4.24M | 0.65% | −870−2.1% | Reduced |
| Arete Wealth Advisors, LLC | 40,735 | $4.20M | 0.32% | +8,184+25.1% | Added |
| River Wealth Advisors LLC | 39,731 | $4.10M | 0.65% | −3,120−7.3% | Reduced |
| JustInvest LLC | 39,481 | $4.08M | 0.10% | −25,784−39.5% | Reduced |
| Van Eck Associates Corp | 39,433 | $4.07M | 0.01% | +1,122+2.9% | Added |
| Forsta Ap-Fonden | 38,100 | $3.93M | 0.04% | −4,200−9.9% | Reduced |
| Czech National Bank | 37,761 | $3.90M | 0.06% | −594−1.5% | Reduced |
| Castleark Management LLC | 37,540 | $3.87M | 0.17% | −35,520−48.6% | Reduced |
| Utah Retirement Systems | 37,176 | $3.84M | 0.05% | −400−1.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 36,460 | $3.76M | 0.06% | −3,282−8.3% | 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 |
| KBC Group NV | 36,425 | $3.76M | 0.01% | −4,226−10.4% | Reduced |
| FIL Ltd | 36,312 | $3.75M | 0.00% | +36,207+34,482.9% | Added |
| Montag A & Associates Inc | 35,903 | $3.71M | 0.21% | +2,327+6.9% | Added |
| Level Four Advisory Services, LLC | 35,863 | $3.70M | 0.21% | −3,435−8.7% | Reduced |
| HRT Financial LP | 35,738 | $3.69M | 0.03% | +35,738 | New |
| Pathstone Holdings, LLC | 34,181 | $3.53M | 0.02% | +34,181 | New |
| Park Avenue Securities LLC | 33,522 | $3.46M | 0.05% | +4,106+14.0% | Added |
| AE Wealth Management LLC | 32,800 | $3.45M | 0.02% | +7,563+30.0% | Added |
| Toroso Investments, LLC | 33,072 | $3.41M | 0.08% | +13,312+67.4% | Added |
| Larson Financial Group LLC | 32,876 | $3.39M | 0.30% | −2,232−6.4% | Reduced |
| The PNC Financial Services Group, Inc. | 32,649 | $3.37M | 0.00% | +414+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 32,092 | $3.31M | 0.05% | +32,092 | New |
| Janus Henderson Group PLC | 31,831 | $3.29M | 0.00% | −267,644−89.4% | Reduced |
| L2 Asset Management, LLC | 31,516 | $3.25M | 1.34% | +31,458+54,237.9% | Added |
| Illinois Municipal Retirement Fund | 31,463 | $3.25M | 0.05% | +5,122+19.4% | Added |
| M&T Bank Corp | 31,213 | $3.22M | 0.01% | −1,933−5.8% | Reduced |
| Alaska Permanent Fund Corp | 31,166 | $3.22M | 0.05% | −1,234−3.8% | Reduced |
| Edgestream Partners, L.P. | 30,957 | $3.20M | 0.23% | −839−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 30,926 | $3.19M | 0.01% | +7,389+31.4% | Added |
| Wright Investors Service Inc | 30,780 | $3.18M | 0.89% | −2,204−6.7% | Reduced |
| New York Life Investment Management LLC | 30,742 | $3.17M | 0.03% | −760−2.4% | Reduced |
| CIBC Asset Management Inc | 30,630 | $3.16M | 0.01% | −1,960−6.0% | Reduced |
| Tower Research Capital LLC (TRC) | 30,287 | $3.13M | 0.04% | +25,048+478.1% | Added |
| PEAK6 Investments LLC | 29,677 | $3.06M | 0.13% | +29,677 | New |
| GTS Securities LLC | 29,316 | $3.03M | 0.07% | −203−0.7% | Reduced |
| Ritholtz Wealth Management | 29,205 | $3.01M | 0.12% | +4,612+18.8% | Added |
| Two Sigma Investments, LP | 29,100 | $3.00M | 0.01% | −23,462−44.6% | Reduced |
| Mutual of America Capital Management LLC | 28,917 | $2.98M | 0.03% | −1,853−6.0% | Reduced |
| 1832 Asset Management L.P. | 28,694 | $2.96M | 0.01% | −5,362−15.7% | Reduced |
| Cetera Advisor Networks LLC | 28,464 | $2.94M | 0.02% | +5,988+26.6% | Added |
| EFG Asset Management (Americas) Corp. | 28,277 | $2.92M | 0.63% | +4,752+20.2% | Added |
| Cresset Asset Management, LLC | 28,099 | $2.91M | 0.02% | −769−2.7% | Reduced |
| IFG Advisory, LLC | 28,137 | $2.90M | 0.21% | +1,400+5.2% | Added |
| Commerce Bank | 27,906 | $2.88M | 0.02% | −9,243−24.9% | Reduced |
| Public Employees Retirement Association of Colorado | 27,882 | $2.88M | 0.01% | −928−3.2% | Reduced |
| iA Global Asset Management Inc. | 27,517 | $2.84M | 0.07% | +9,251+50.6% | Added |
| Kames Capital plc | 27,270 | $2.81M | 0.04% | +27,270 | New |