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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 27,000 | $2.79M | 0.01% | +27,000 | New |
| Blair William & Co | 26,753 | $2.76M | 0.01% | +1,959+7.9% | Added |
| Xponance, Inc. | 26,630 | $2.75M | 0.03% | −2,105−7.3% | Reduced |
| Assenagon Asset Management S.A. | 26,577 | $2.74M | 0.01% | −4,062−13.3% | Reduced |
| Peak Financial Advisors LLC | 26,383 | $2.72M | 1.82% | +26,383 | New |
| Nissay Asset Management Corp | 26,059 | $2.69M | 0.02% | +288+1.1% | Added |
| Ellis Investment Partners, LLC | 25,783 | $2.66M | 0.62% | +422+1.7% | Added |
| Dean Investment Associates, LLC | 25,567 | $2.64M | 0.38% | +1,427+5.9% | Added |
| Shelton Capital Management | 25,275 | $2.61M | 0.08% | −26,125−50.8% | Reduced |
| British Columbia Investment Management Corp | 25,270 | $2.61M | 0.02% | +4,965+24.5% | Added |
| Sib LLC | 25,255 | $2.61M | 1.33% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 25,194 | $2.60M | 0.28% | −580−2.3% | Reduced |
| Bridgeway Capital Management, LLC | 24,950 | $2.58M | 0.06% | −1,100−4.2% | Reduced |
| Trustmark National Bank Trust Department | 24,261 | $2.50M | 0.23% | +8,462+53.6% | Added |
| X-Square Capital, LLC | 23,662 | $2.44M | 1.35% | −4,743−16.7% | Reduced |
| Engineers Gate Manager LP | 23,644 | $2.44M | 0.07% | +23,644 | New |
| Rock Point Advisors, LLC | 23,560 | $2.43M | 0.74% | −5,591−19.2% | Reduced |
| Palisade Capital Management LLC | 23,510 | $2.43M | 0.06% | +647+2.8% | Added |
| Todd Asset Management LLC | 23,438 | $2.42M | 0.05% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 23,286 | $2.40M | 0.03% | −2,790−10.7% | Reduced |
| Estate Counselors, LLC | 23,060 | $2.38M | 0.29% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22,458 | $2.32M | 0.11% | −3,560−13.7% | Reduced |
| Vestcor Inc | 22,309 | $2.30M | 0.08% | +5,798+35.1% | Added |
| Advisors Preferred, LLC | 22,354 | $2.27M | 0.38% | +22,354 | New |
| Symmetry Partners, LLC | 21,497 | $2.23M | 0.12% | −2,619−10.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,313 | $2.20M | 0.03% | +559+2.7% | Added |
| Affinity Investment Advisors, LLC | 20,892 | $2.16M | 1.47% | −1,283−5.8% | Reduced |
| GWM Advisors LLC | 20,797 | $2.15M | 0.02% | +10,934+110.9% | Added |
| Creative Planning | 20,654 | $2.13M | 0.00% | −1,875−8.3% | Reduced |
| Daiwa Securities Group Inc. | 19,718 | $2.04M | 0.01% | +1,095+5.9% | Added |
| Panagora Asset Management Inc | 19,636 | $2.03M | 0.01% | −1,774−8.3% | Reduced |
| Raymond James Trust N.A. | 19,617 | $2.02M | 0.05% | +308+1.6% | Added |
| Harvest Investment Services, LLC | 19,421 | $2.00M | 0.92% | +19,421 | New |
| Teachers Retirement System of the State of Kentucky | 19,220 | $1.98M | 0.02% | −1,310−6.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,171 | $1.98M | 0.11% | +3,213+20.1% | Added |
| Elo Mutual Pension Insurance Co | 19,159 | $1.98M | 0.05% | +366+1.9% | Added |
| Virtus Family Office LLC | 19,106 | $1.98M | 3.31% | −3,599−15.9% | Reduced |
| Gulf International Bank (UK) Ltd | 18,997 | $1.96M | 0.06% | −1,846−8.9% | Reduced |
| 3Chopt Investment Partners, LLC | 18,681 | $1.93M | 0.71% | +18,681 | New |
| Trail Ridge Investment Advisors, LLC | 18,622 | $1.92M | 1.18% | 00.0% | Unchanged |
| Cerity Partners LLC | 18,560 | $1.92M | 0.01% | +4,798+34.9% | Added |
| Kestra Advisory Services, LLC | 18,501 | $1.91M | 0.02% | +3,494+23.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,049 | $1.86M | 0.01% | +1,762+10.8% | Added |
| Icon Advisers Inc | 17,800 | $1.84M | 0.42% | −6,600−27.0% | Reduced |
| Jump Financial, LLC | 17,623 | $1.82M | 0.06% | −13,875−44.1% | Reduced |
| Sequoia Financial Advisors, LLC | 17,563 | $1.81M | 0.02% | +17,563 | New |
| Federation des caisses Desjardins du Quebec | 17,543 | $1.81M | 0.02% | −30,411−63.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,437 | $1.80M | 0.16% | +14,482+490.1% | Added |
| Kentucky Retirement Systems | 17,250 | $1.78M | 0.06% | −637−3.6% | Reduced |
| Crossmark Global Holdings, Inc. | 17,141 | $1.77M | 0.04% | −2,628−13.3% | Reduced |
| Dean Capital Management | 17,102 | $1.77M | 1.09% | +2,774+19.4% | Added |
| Maryland State Retirement & Pension System | 16,933 | $1.75M | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 16,532 | $1.71M | 0.02% | −13,734−45.4% | Reduced |
| Prudential PLC | 16,472 | $1.70M | 0.02% | −2,294−12.2% | Reduced |
| Baird Financial Group, Inc. | 16,213 | $1.67M | 0.00% | −942−5.5% | Reduced |
| Advisory Services Network, LLC | 16,146 | $1.67M | 0.04% | −1,072−6.2% | Reduced |
| FJ Capital Management LLC | 15,683 | $1.62M | 0.16% | −11,149−41.6% | Reduced |
| Axq Capital, LP | 15,500 | $1.60M | 0.43% | +15,500 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,478 | $1.60M | 0.00% | −2,773−15.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,122 | $1.56M | 0.01% | +6,999+86.2% | Added |
| Ieq Capital, LLC | 14,640 | $1.51M | 0.03% | +1,572+12.0% | Added |
| Hartford Investment Management Co | 14,556 | $1.50M | 0.06% | −684−4.5% | Reduced |
| Empirical Finance, LLC | 14,551 | $1.50M | 0.10% | +6,622+83.5% | Added |
| AXS Investments LLC | 14,128 | $1.46M | 0.35% | −1,055−6.9% | Reduced |
| GLOBALT Investments LLC | 14,057 | $1.45M | 0.06% | +14,057 | New |
| Centiva Capital, LP | 14,008 | $1.45M | 0.09% | −6,592−32.0% | Reduced |
| Centennial Bank | 13,872 | $1.43M | 0.86% | −99−0.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,723 | $1.42M | 0.58% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 13,654 | $1.41M | 0.04% | −2,093−13.3% | Reduced |
| Redwood Investment Management, LLC | 13,636 | $1.41M | 0.13% | −7,935−36.8% | Reduced |
| Summit Global Investments | 13,594 | $1.40M | 0.09% | −9,935−42.2% | Reduced |
| IFP Advisors, Inc | 13,535 | $1.40M | 0.07% | +2,026+17.6% | Added |
| Unique Wealth Strategies, LLC | 13,362 | $1.38M | 0.92% | +13,362 | New |
| USA Financial Portformulas Corp | 13,235 | $1.37M | 0.24% | +9,869+293.2% | Added |
| Apollon Wealth Management, LLC | 13,152 | $1.36M | 0.05% | +1,779+15.6% | Added |
| Systematic Alpha Investments, LLC | 13,088 | $1.35M | 0.06% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 13,000 | $1.34M | 0.03% | −600−4.4% | Reduced |
| UBS Oconnor LLC | 12,918 | $1.33M | 0.04% | +12,918 | New |
| MAI Capital Management | 12,739 | $1.31M | 0.02% | +400+3.2% | Added |
| AlTi Global, Inc. | 12,695 | $1.31M | 0.04% | +12,695 | New |
| Thrivent Financial for Lutherans | 12,564 | $1.30M | 0.00% | −19,763−61.1% | Reduced |
| US Bancorp | 12,223 | $1.26M | 0.00% | −412−3.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,194 | $1.26M | 0.01% | −408−3.2% | Reduced |
| MorganRosel Wealth Management, LLC | 12,189 | $1.26M | 0.49% | −1,246−9.3% | Reduced |
| Cetera Advisors LLC | 12,117 | $1.25M | 0.02% | +6,104+101.5% | Added |
| Perpetual Ltd | 11,944 | $1.23M | 0.01% | +3,209+36.7% | Added |
| Sherbrooke Park Advisers LLC | 11,910 | $1.23M | 0.58% | +6,522+121.0% | Added |
| CWM Advisors, LLC | 11,841 | $1.22M | 0.13% | −1,553−11.6% | Reduced |
| IMC-Chicago, LLC | 11,819 | $1.22M | 0.04% | +11,819 | New |
| La Banque Postale Asset Management SA | 11,710 | $1.21M | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,638 | $1.20M | 0.05% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 11,360 | $1.17M | 0.11% | −886−7.2% | Reduced |
| Metis Global Partners, LLC | 11,359 | $1.17M | 0.05% | −955−7.8% | Reduced |
| TrimTabs Asset Management, LLC | 11,308 | $1.17M | 0.34% | +11,308 | New |
| LMR Partners LLP | 11,269 | $1.16M | 0.03% | +11,269 | New |
| Jupiter Wealth Management LLC | 11,200 | $1.16M | 0.68% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 11,150 | $1.15M | 0.35% | −1,000−8.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,975 | $1.13M | 0.12% | +6,166+128.2% | Added |
| Telemus Capital, LLC | 10,959 | $1.13M | 0.09% | +84+0.8% | Added |
| MQS Management LLC | 10,933 | $1.13M | 0.63% | +5,698+108.8% | Added |