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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 870 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ4 2023: $19.7B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2023.

Institutions holding PHM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Candriam Luxembourg S.C.A.3,206$330.9K0.00%+3,206New
Optimum Investment Advisors3,200$330.3K0.17%00.0%Unchanged
W.H. Cornerstone Investments Inc.3,190$329.0K0.26%+3,190New
1858 Wealth Management, LLC3,169$327.1K0.31%+3,169New
Choate Investment Advisors3,167$326.9K0.01%−127−3.9%Reduced
Moreno Evelyn V3,140$324.1K0.15%00.0%Unchanged
Moody National Bank Trust Division3,103$320.3K0.02%−2,005−39.3%Reduced
KMG Fiduciary Partners, LLC3,102$320.2K0.04%+121+4.1%Added
Capital Investment Advisors, LLC3,101$320.1K0.01%+297+10.6%Added
Banque Pictet & Cie SA3,074$317.3K0.00%−20,359−86.9%Reduced
Voya Financial Advisors, Inc.3,055$316.2K0.04%−12−0.4%Reduced
Ascent Group, LLC2,985$315.5K0.03%−306−9.3%Reduced
NEOS Investment Management LLC3,056$315.4K0.03%+3,056New
Watershed Asset Management, L.L.C.3,054$315.2K0.37%−529−14.8%Reduced
J.W. Cole Advisors, Inc.3,040$313.8K0.02%+204+7.2%Added
Legal Advantage Investments, Inc.3,020$311.7K0.19%+20+0.7%Added
Rehmann Capital Advisory Group3,001$309.8K0.03%−190−6.0%Reduced
Union Investments & Development Ltd.3,000$309.7K0.29%00.0%Unchanged
Axxcess Wealth Management, LLC3,000$309.7K0.01%+3,000New
Kolinsky Wealth Management, LLC2,986$308.2K0.27%+2,986New
RFG Advisory, LLC2,971$306.6K0.01%−446−13.1%Reduced
Plato Investment Management Ltd2,953$304.8K0.37%+2,953New
TFB Advisors LLC2,911$300.5K0.15%+2,911New
Kovack Advisors, Inc.2,906$299.9K0.04%+2,906New
Algert Global LLC2,904$299.8K0.01%−250−7.9%Reduced
Power Corp of Canada2,901$299.4K0.03%−1,242−30.0%Reduced
Waterloo Capital, L.P.2,862$295.4K0.05%+2,862New
Fidelis Capital Partners, LLC2,850$294.2K0.07%+2,850New
Vestmark Advisory Solutions, Inc.3,942$293.6K0.01%+3,942New
Financial Advocates Investment Management2,817$290.8K0.02%+2,817New
Argent Trust Co2,812$290.3K0.01%−204−6.8%Reduced
Dorsey & Whitney Trust CO LLC2,809$289.9K0.02%+2,809New
Cullen/Frost Bankers, Inc.2,805$289.6K0.00%+10.0%Added
FCG Investment Co2,758$284.7K0.28%+2,758New
Planned Solutions, Inc.2,757$284.6K0.13%00.0%Unchanged
Evolution Wealth Advisors, LLC2,743$283.1K0.06%−1,965−41.7%Reduced
Exencial Wealth Advisors, LLC2,737$282.5K0.01%+2,737New
Kathmere Capital Management, LLC2,737$282.5K0.04%+2,737New
Northwestern Mutual Wealth Management Co2,732$282.0K0.00%−67−2.4%Reduced
Meridian Wealth Management, LLC2,690$277.7K0.02%+2,690New
Pallas Capital Advisors LLC2,684$277.0K0.01%+2,684New
Foundations Investment Advisors, LLC2,581$275.5K0.01%+2,581New
Westwood Holdings Group Inc.2,648$273.0K0.00%−270−9.3%Reduced
Trust Asset Management LLC2,627$271.2K0.03%+2,627New
Ronald Blue Trust, Inc.3,661$271.0K0.00%+485+15.3%Added
Covestor Ltd2,583$267.0K0.18%+66+2.6%Added
Burford Brothers, Inc.2,550$263.2K0.19%+2,550New
Boothbay Fund Management, LLC2,516$259.7K0.01%+2,516New
Fortem Financial Group, LLC2,502$258.2K0.13%+2,502New
Washington Trust Bank2,500$258.1K0.02%+2,500New
Wedmont Private Capital2,482$257.5K0.02%+2,482New
Dark Forest Capital Management LP2,487$256.7K0.04%−10,071−80.2%Reduced
SC&H Financial Advisors, Inc.2,480$256.0K0.07%+2,480New
Siemens Fonds Invest GmbH2,477$255.7K0.02%+2,477New
D'Orazio & Associates, Inc.2,469$254.9K0.05%+2,469New
Providence Capital Advisors, LLC2,467$254.6K0.06%−192−7.2%Reduced
Eads & Heald Wealth Management2,453$253.0K0.12%+2,453New
Vantage Consulting Group Inc2,432$251.0K0.17%−626−20.5%Reduced
Concord Wealth Partners2,430$250.8K0.05%−6,376−72.4%Reduced
Quent Capital, LLC2,418$249.6K0.03%+53+2.2%Added
Scientech Research LLC2,404$248.1K0.25%+2,404New
Concord Asset Management, LLC2,399$247.7K0.07%−5,220−68.5%Reduced
Ameritas Investment Partners, Inc.2,396$247.3K0.01%−137−5.4%Reduced
HB Wealth Management, LLC2,395$247.2K0.00%+2,395New
Calton & Associates, Inc.2,387$246.4K0.10%+2,387New
Camden Capital, LLC2,378$245.5K0.03%+2,378New
Manchester Capital Management LLC2,374$245.0K0.03%+24+1.0%Added
Archer Investment Corp2,362$243.8K0.08%00.0%Unchanged
Independent Advisor Alliance2,354$243.0K0.01%+2,354New
Cigna Investments Inc2,308$239.0K0.05%+2,308New
Aaron Wealth Advisors2,313$238.7K0.04%+2,313New
Quantum Private Wealth, LLC2,308$238.2K0.10%+2,308New
Five Oceans Advisors2,295$236.9K0.13%+2,295New
CBOE Vest Financial, LLC2,293$236.7K0.01%+2,293New
UniSuper Management Pty Ltd2,290$236.4K0.00%+690+43.1%Added
Meeder Advisory Services, Inc.2,277$235.1K0.03%+2,277New
Menard Financial Group LLC2,237$230.9K0.29%+2,237New
JB Capital LLC2,234$230.6K0.02%+2,234New
Glassman Wealth Services2,216$228.7K0.03%+3+0.1%Added
Equitable Holdings, Inc.2,213$228.5K0.00%+2,213New
Insigneo Advisory Services, LLC2,209$228.4K0.03%+2,209New
Hancock Whitney Corp2,202$227.3K0.01%+2,202New
Perigon Wealth Management, LLC2,181$225.1K0.01%+2,181New
Fiduciary Trust Co2,175$224.5K0.00%+2,175New
Brevan Howard Capital Management LP2,173$224.3K0.02%+2,173New
180 Wealth Advisors, LLC2,204$223.8K0.04%+2,204New
Conning Inc.2,167$223.7K0.01%+2,167New
Colonial Trust Co2,164$223.3K0.05%00.0%Unchanged
XTX Topco Ltd2,156$222.5K0.05%+2,156New
NovaPoint Capital, LLC2,153$222.2K0.08%+2,153New
Global Retirement Partners, LLC2,123$221.1K0.01%−480−18.4%Reduced
AMG National Trust Bank2,121$218.9K0.01%+2,121New
Marcum Wealth, LLC2,113$218.1K0.02%+2,113New
State of Wyoming2,099$216.7K0.04%−1,545−42.4%Reduced
Stephens Inc2,098$216.6K0.00%+2,098New
Kennedy Capital Management, Inc.2,093$216.0K0.00%+2,093New
Omnia Family Wealth, LLC2,065$213.6K0.11%+2,065New
U.S. Capital Wealth Advisors, LLC2,062$212.8K0.01%+2,062New
Lake Street Advisors Group, LLC2,027$209.7K0.01%+2,027New
Juncture Wealth Strategies, LLC2,019$208.4K0.09%+2,019New