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 |
|---|---|---|---|---|---|
| CWM, LLC | 10,855 | $1.12M | 0.01% | +406+3.9% | Added |
| TCW Group Inc | 10,825 | $1.12M | 0.01% | +10,825 | New |
| Beacon Pointe Advisors, LLC | 10,629 | $1.10M | 0.01% | −456−4.1% | Reduced |
| Vident Advisory, LLC | 10,537 | $1.09M | 0.03% | +1,125+12.0% | Added |
| Institute for Wealth Management, LLC. | 10,500 | $1.08M | 0.18% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 10,475 | $1.08M | 0.77% | +10,475 | New |
| Unison Advisors LLC | 10,446 | $1.08M | 0.11% | +22+0.2% | Added |
| Checchi Capital Advisers, LLC | 10,437 | $1.08M | 0.09% | −171−1.6% | Reduced |
| Umb Bank N A | 10,335 | $1.07M | 0.02% | −26−0.3% | Reduced |
| Atria Investments LLC | 10,330 | $1.07M | 0.02% | +10,330 | New |
| Ostrum Asset Management | 10,213 | $1.05M | 0.09% | −12,159−54.3% | Reduced |
| Integrated Wealth Concepts LLC | 10,186 | $1.05M | 0.02% | +4,241+71.3% | Added |
| Csenge Advisory Group | 10,114 | $1.04M | 0.07% | −604−5.6% | Reduced |
| Advisor Resource Council | 10,095 | $1.04M | 0.12% | +10,095 | New |
| Jefferies Financial Group Inc. | 10,038 | $1.04M | 0.02% | −28,162−73.7% | Reduced |
| Washington Capital Management Inc | 10,000 | $1.03M | 0.88% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $1.03M | 0.14% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 9,951 | $1.03M | 0.08% | −300−2.9% | Reduced |
| Two Sigma Securities, LLC | 9,900 | $1.02M | 0.05% | +9,900 | New |
| Stratos Wealth Partners, LTD. | 9,894 | $1.02M | 0.02% | +3,163+47.0% | Added |
| APG Asset Management N.V. | 10,883 | $1.02M | 0.00% | +1,509+16.1% | Added |
| Polianta Ltd | 9,800 | $1.01M | 0.59% | +9,800 | New |
| Atlas Capital Advisors LLC | 9,737 | $1.01M | 0.15% | +345+3.7% | Added |
| United Capital Financial Advisers, LLC | 9,668 | $998.0K | 0.01% | +9,668 | New |
| Winton Group Ltd | 9,619 | $992.9K | 0.07% | −5,322−35.6% | Reduced |
| Marshall Financial Group LLC | 9,603 | $991.2K | 0.32% | +9,603 | New |
| True Wealth Design, LLC | 9,603 | $991.2K | 0.28% | −1,089−10.2% | Reduced |
| Private Advisor Group, LLC | 9,486 | $979.2K | 0.01% | +4,101+76.2% | Added |
| Cypress Capital Group | 9,481 | $978.6K | 0.13% | −284−2.9% | Reduced |
| Snowden Capital Advisors LLC | 9,438 | $974.2K | 0.04% | −322−3.3% | Reduced |
| SRN Advisors, LLC | 9,414 | $971.7K | 0.87% | +9,414 | New |
| Savant Capital, LLC | 9,397 | $969.9K | 0.01% | +594+6.7% | Added |
| Principal Securities, Inc. | 9,369 | $967.0K | 0.04% | +9,369 | New |
| Contravisory Investment Management, Inc. | 9,316 | $961.6K | 0.24% | +1,598+20.7% | Added |
| Penserra Capital Management LLC | 9,258 | $953.0K | 0.02% | −519−5.3% | Reduced |
| Strategic Investment Advisors | 9,186 | $948.2K | 0.14% | −571−5.9% | Reduced |
| Bradley Foster & Sargent Inc | 9,183 | $947.9K | 0.02% | +13+0.1% | Added |
| Huntington National Bank | 9,059 | $935.1K | 0.01% | +6,393+239.8% | Added |
| Everence Capital Management Inc | 9,050 | $934.0K | 0.07% | +510+6.0% | Added |
| CSS LLC | 9,000 | $929.0K | 0.07% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8,871 | $915.8K | 0.27% | +650+7.9% | Added |
| Metropolitan Life Insurance Co | 8,774 | $905.7K | 0.04% | −305−3.4% | Reduced |
| E. Ohman J:or Asset Management AB | 8,700 | $898.0K | 0.03% | −1,600−15.5% | Reduced |
| Private Advisory Group LLC | 8,499 | $877.3K | 0.15% | +1,654+24.2% | Added |
| Pinnacle Associates Ltd | 8,285 | $855.2K | 0.01% | −134−1.6% | Reduced |
| Caxton Associates LP | 8,270 | $853.6K | 0.04% | −9,175−52.6% | Reduced |
| Outlook Wealth Advisors, LLC | 8,255 | $852.1K | 0.30% | −1,908−18.8% | Reduced |
| Balentine LLC | 8,203 | $846.7K | 0.03% | −702−7.9% | Reduced |
| Virtus Investment Advisers, Inc. | 8,186 | $845.0K | 0.63% | +2,260+38.1% | Added |
| Cascade Investment Advisors, Inc. | 8,165 | $842.8K | 0.60% | +125+1.6% | Added |
| SG Americas Securities, LLC | 8,137 | $840.0K | 0.01% | −60,670−88.2% | Reduced |
| Midland Wealth Advisors LLC | 8,126 | $838.8K | 0.06% | +8,126 | New |
| Lord, Abbett & Co. LLC | 8,108 | $837.0K | 0.00% | +8,108 | New |
| EHP Funds Inc. | 8,100 | $836.1K | 0.42% | +4,600+131.4% | Added |
| Transcend Wealth Collective, LLC | 7,890 | $814.4K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,875 | $813.0K | 0.00% | −1,912−19.5% | Reduced |
| Petra Financial Advisors Inc | 7,825 | $807.7K | 0.67% | −62−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,776 | $802.6K | 0.04% | −358−4.4% | Reduced |
| CIBC Private Wealth Group, LLC | 7,729 | $797.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,722 | $797.1K | 0.00% | −13,302−63.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,681 | $792.8K | 0.06% | −305−3.8% | Reduced |
| Norinchukin Bank, The | 7,570 | $781.4K | 0.02% | −851−10.1% | Reduced |
| Clarius Group, LLC | 7,559 | $780.2K | 0.06% | −220−2.8% | Reduced |
| Gateway Investment Advisers LLC | 7,549 | $779.2K | 0.01% | −90−1.2% | Reduced |
| Johnson Investment Counsel Inc | 7,524 | $776.6K | 0.01% | +1,275+20.4% | Added |
| Verdence Capital Advisors LLC | 7,357 | $759.4K | 0.07% | +239+3.4% | Added |
| Veriti Management LLC | 7,350 | $758.7K | 0.07% | −181−2.4% | Reduced |
| WealthTrust Asset Management, LLC | 7,281 | $751.5K | 0.63% | +7,281 | New |
| Carolina Wealth Advisors, LLC | 7,202 | $743.4K | 0.39% | −122−1.7% | Reduced |
| HM Payson & Co | 7,183 | $741.4K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,163 | $739.4K | 0.02% | +3,780+111.7% | Added |
| Unigestion Holding SA | 7,071 | $729.9K | 0.04% | +7,071 | New |
| Personal Cfo Solutions, LLC | 6,963 | $718.7K | 0.12% | +6,963 | New |
| National Wealth Management Group, LLC | 6,931 | $715.4K | 0.69% | +6,931 | New |
| Bridgefront Capital, LLC | 6,856 | $707.7K | 0.53% | +6,856 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,824 | $704.4K | 0.02% | −103−1.5% | Reduced |
| Lecap Asset Management Ltd | 6,814 | $703.3K | 0.26% | +6,814 | New |
| Anchor Investment Management, LLC | 6,751 | $696.8K | 0.08% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,528 | $674.0K | 0.17% | −867−11.7% | Reduced |
| Independent Financial Group, LLC | 6,440 | $664.7K | 0.04% | +6,440 | New |
| Atria Wealth Solutions, Inc. | 6,424 | $663.5K | 0.01% | +1,939+43.2% | Added |
| Pitcairn Co | 6,368 | $657.3K | 0.05% | +510+8.7% | Added |
| Lido Advisors, LLC | 6,326 | $654.2K | 0.01% | +365+6.1% | Added |
| Strategy Asset Managers LLC | 6,283 | $648.5K | 0.15% | −810−11.4% | Reduced |
| First Hawaiian Bank | 6,281 | $648.3K | 0.02% | −396−5.9% | Reduced |
| Hanseatic Management Services Inc | 6,270 | $647.2K | 1.13% | −316−4.8% | Reduced |
| Two Sigma Advisers, LP | 6,200 | $640.0K | 0.00% | +6,200 | New |
| Wedbush Securities Inc | 6,160 | $636.0K | 0.03% | +3,044+97.7% | Added |
| Credit Agricole S A | 6,100 | $629.6K | 0.01% | +4,035+195.4% | Added |
| Oak Thistle LLC | 6,058 | $625.3K | 0.18% | +1,106+22.3% | Added |
| Machina Capital S.A.S. | 6,022 | $621.6K | 0.40% | +6,022 | New |
| Banco Santander, S.A. | 6,018 | $621.2K | 0.01% | 00.0% | Unchanged |
| Numerai GP LLC | 5,984 | $617.7K | 0.22% | −8,385−58.4% | Reduced |
| Keebeck Wealth Management, LLC | 5,948 | $615.2K | 0.10% | +424+7.7% | Added |
| SkyOak Wealth, LLC | 5,918 | $610.9K | 0.16% | +5,918 | New |
| River Street Advisors LLC | 5,918 | $610.8K | 0.49% | −603−9.2% | Reduced |
| HighPoint Advisor Group LLC | 5,227 | $605.0K | 0.04% | +5,227 | New |
| Tyler-Stone Wealth Management | 5,857 | $604.5K | 0.30% | −1,209−17.1% | Reduced |
| Schechter Investment Advisors, LLC | 5,780 | $596.6K | 0.05% | −84−1.4% | Reduced |
| Roman Butler Fullerton & Co | 5,666 | $595.6K | 0.23% | +6+0.1% | Added |