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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 5,722 | $590.6K | 0.01% | +152+2.7% | Added |
| Eisler Capital (UK) Ltd. | 5,721 | $590.5K | 0.05% | +5,721 | New |
| Ontario Teachers Pension Plan Board | 5,687 | $587.0K | 0.01% | −25,459−81.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,683 | $586.6K | 0.01% | +601+11.8% | Added |
| Beacon Investment Advisory Services, Inc. | 5,633 | $581.4K | 0.03% | +17+0.3% | Added |
| Harvest Fund Management Co., Ltd | 5,612 | $579.0K | 0.09% | +615+12.3% | Added |
| Ashton Thomas Private Wealth, LLC | 5,585 | $576.5K | 0.04% | +2,071+58.9% | Added |
| FJ Investments, LLC | 5,559 | $573.8K | 0.03% | +5,559 | New |
| Ci Investments Inc. | 5,509 | $569.0K | 0.00% | −126−2.2% | Reduced |
| Moors & Cabot, Inc. | 5,510 | $568.7K | 0.04% | −5−0.1% | Reduced |
| Patron Partners Advisors, LLC | 5,500 | $567.7K | 0.38% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5,489 | $567.0K | 0.12% | +12+0.2% | Added |
| Greenleaf Trust | 5,425 | $560.0K | 0.01% | +50+0.9% | Added |
| Paloma Partners Management Co | 5,402 | $557.6K | 0.09% | +5,402 | New |
| B. Metzler seel. Sohn & Co. AG | 5,401 | $557.5K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 5,391 | $556.5K | 0.09% | 00.0% | Unchanged |
| Syon Capital LLC | 5,325 | $549.6K | 0.06% | +507+10.5% | Added |
| Meiji Yasuda Life Insurance Co | 5,250 | $541.9K | 0.01% | +5,250 | New |
| Nomura Holdings Inc | 5,243 | $541.2K | 0.00% | −70,366−93.1% | Reduced |
| Scotia Capital Inc. | 5,134 | $529.9K | 0.00% | −21,827−81.0% | Reduced |
| Public Sector Pension Investment Board | 5,047 | $521.0K | 0.00% | −18,460−78.5% | Reduced |
| DoubleLine ETF Adviser LP | 5,023 | $518.5K | 0.15% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,001 | $516.2K | 0.30% | +462+10.2% | Added |
| Connectus Wealth, LLC | 5,000 | $516.1K | 0.01% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 4,991 | $515.2K | 0.01% | +244+5.1% | Added |
| Fiduciary Family Office, LLC | 4,986 | $514.7K | 0.23% | +4,986 | New |
| Boston Private Wealth LLC | 4,976 | $513.6K | 0.01% | −952−16.1% | Reduced |
| FDx Advisors, Inc. | 4,945 | $510.0K | 0.04% | −241−4.6% | Reduced |
| Banque Cantonale Vaudoise | 4,931 | $509.0K | 0.02% | −9,771−66.5% | Reduced |
| Kapitalo Investimentos Ltda | 4,926 | $508.5K | 0.10% | −10,048−67.1% | Reduced |
| Lakeview Capital Partners, LLC | 4,897 | $505.5K | 0.09% | −833−14.5% | Reduced |
| AdvisorShares Investments LLC | 4,879 | $503.6K | 0.12% | −857−14.9% | Reduced |
| Clarkston Capital Partners, LLC | 4,829 | $498.5K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 4,816 | $497.1K | 0.11% | +4,816 | New |
| Wetherby Asset Management Inc | 4,792 | $494.6K | 0.03% | −167−3.4% | Reduced |
| V-Square Quantitative Management LLC | 4,785 | $493.9K | 0.12% | +962+25.2% | Added |
| NBC Securities, Inc. | 4,662 | $481.0K | 0.05% | −104−2.2% | Reduced |
| We Are One Seven, LLC | 4,653 | $480.3K | 0.03% | +1,099+30.9% | Added |
| Schwartz Investment Counsel Inc | 4,650 | $480.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,619 | $476.8K | 0.01% | −1,072−18.8% | Reduced |
| Profund Advisors LLC | 4,593 | $474.1K | 0.02% | +191+4.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 4,513 | $466.0K | 0.01% | +4,513 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,500 | $464.5K | 0.02% | +1,750+63.6% | Added |
| Cidel Asset Management Inc | 4,496 | $464.1K | 0.02% | −4,468−49.8% | Reduced |
| Coldstream Capital Management Inc | 4,396 | $453.8K | 0.01% | +763+21.0% | Added |
| Richard W. Paul & Associates, LLC | 4,343 | $448.3K | 0.19% | −7−0.2% | Reduced |
| Family Firm, Inc. | 4,338 | $447.7K | 0.12% | +10+0.2% | Added |
| Brown Brothers Harriman & Co | 4,310 | $444.9K | 0.00% | −824−16.0% | Reduced |
| Forum Financial Management, LP | 4,294 | $443.2K | 0.01% | −327−7.1% | Reduced |
| Central Trust Co | 4,276 | $441.4K | 0.01% | +44+1.0% | Added |
| Change Path, LLC | 4,227 | $437.0K | 0.03% | +1,016+31.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,226 | $436.2K | 0.07% | −510−10.8% | Reduced |
| National Asset Management, Inc. | 4,164 | $430.7K | 0.01% | −308−6.9% | Reduced |
| Parallel Advisors, LLC | 4,160 | $429.4K | 0.01% | −64−1.5% | Reduced |
| United Community Bank | 4,152 | $428.6K | 0.18% | −121−2.8% | Reduced |
| Tactive Advisors, LLC | 4,143 | $427.6K | 0.28% | +4,143 | New |
| Financial Counselors Inc | 4,117 | $425.0K | 0.01% | −1,094−21.0% | Reduced |
| Paragon Capital Management Ltd | 4,115 | $424.8K | 0.09% | −660−13.8% | Reduced |
| Capula Management Ltd | 4,080 | $421.1K | 0.03% | +4,080 | New |
| CenterBook Partners LP | 4,026 | $415.6K | 0.05% | −4,914−55.0% | Reduced |
| Yorktown Management & Research Co Inc | 4,000 | $412.9K | 0.43% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,989 | $411.7K | 0.24% | +3,989 | New |
| Moody Aldrich Partners LLC | 3,956 | $408.3K | 0.07% | +3,956 | New |
| Raleigh Capital Management Inc. | 3,931 | $405.8K | 0.19% | −2−0.1% | Reduced |
| Glen Eagle Advisors, LLC | 3,917 | $404.3K | 0.08% | −14−0.4% | Reduced |
| Alps Advisors Inc | 3,906 | $403.2K | 0.00% | −223−5.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $398.7K | 0.02% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,857 | $398.1K | 0.03% | −534−12.2% | Reduced |
| Atomi Financial Group, Inc. | 3,841 | $396.5K | 0.05% | +3,841 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,830 | $395.3K | 0.10% | −2−0.1% | Reduced |
| Shell Asset Management Co | 3,792 | $391.0K | 0.02% | +3,792 | New |
| Prelude Capital Management, LLC | 3,765 | $388.6K | 0.03% | −5,522−59.5% | Reduced |
| Tectonic Advisors LLC | 3,745 | $386.6K | 0.03% | +42+1.1% | Added |
| Community Bank & Trust, Waco, Texas | 3,741 | $386.0K | 0.11% | +3,741 | New |
| Patten Group, Inc. | 3,727 | $384.7K | 0.10% | −330−8.1% | Reduced |
| CAPROCK Group, Inc. | 3,716 | $384.3K | 0.02% | +3,716 | New |
| Precision Wealth Strategies, LLC | 3,658 | $377.6K | 0.37% | −54−1.5% | Reduced |
| Wahed Invest LLC | 3,657 | $377.5K | 0.11% | +137+3.9% | Added |
| One Wealth Advisors, LLC | 3,644 | $376.9K | 0.07% | +830+29.5% | Added |
| AIA Group Ltd | 3,636 | $375.3K | 0.02% | +3,636 | New |
| Ballentine Partners, LLC | 3,606 | $372.2K | 0.01% | +523+17.0% | Added |
| First Horizon Advisors, Inc. | 3,594 | $371.0K | 0.01% | +100+2.9% | Added |
| Aprio Wealth Management, LLC | 3,583 | $369.8K | 0.08% | +107+3.1% | Added |
| Everhart Financial Group, Inc. | 3,565 | $368.0K | 0.13% | +467+15.1% | Added |
| AlphaCentric Advisors LLC | 3,553 | $366.7K | 0.25% | +778+28.0% | Added |
| Riverwater Partners LLC | 3,548 | $366.2K | 0.29% | +409+13.0% | Added |
| Peapack Gladstone Financial Corp | 3,536 | $365.0K | 0.01% | +55+1.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,532 | $364.6K | 0.04% | +202+6.1% | Added |
| NorthRock Partners, LLC | 3,489 | $360.8K | 0.02% | +3,489 | New |
| Advisors Asset Management, Inc. | 3,444 | $355.5K | 0.01% | −393−10.2% | Reduced |
| Brown Capital Management LLC | 3,399 | $350.8K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,393 | $350.2K | 0.05% | +3,393 | New |
| Sawtooth Solutions, LLC | 3,374 | $348.3K | 0.01% | +445+15.2% | Added |
| Bleakley Financial Group, LLC | 3,374 | $348.3K | 0.01% | +445+15.2% | Added |
| Horizon Investments, LLC | 3,359 | $346.7K | 0.01% | −159−4.5% | Reduced |
| Nebula Research & Development LLC | 3,297 | $340.3K | 0.10% | +3,297 | New |
| CoreCap Advisors, LLC | 3,288 | $339.4K | 0.02% | −868−20.9% | Reduced |
| Smithfield Trust Co | 3,281 | $338.0K | 0.02% | +14+0.4% | Added |
| Ellevest, Inc. | 3,255 | $336.0K | 0.02% | +14+0.4% | Added |
| Capstone Investment Advisors, LLC | 3,239 | $334.3K | 0.01% | +550+20.5% | Added |