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 |
|---|---|---|---|---|---|
| Three Seasons Wealth, LLC | 2,017 | $208.2K | 0.18% | +2,017 | New |
| Impact Partnership Wealth, LLC | 2,008 | $207.3K | 0.08% | −1,068−34.7% | Reduced |
| Lebenthal Global Advisors, LLC | 1,998 | $206.2K | 0.05% | +1,998 | New |
| Nilsine Partners, LLC | 1,995 | $205.9K | 0.03% | +1,995 | New |
| FourThought Financial Partners, LLC | 1,990 | $205.4K | 0.03% | −778−28.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,975 | $203.9K | 0.18% | +1,975 | New |
| Renasant Bank | 1,974 | $203.8K | 0.16% | +1,974 | New |
| Accurate Wealth Management, LLC | 1,921 | $203.2K | 0.06% | +1,921 | New |
| Bokf, NA | 1,961 | $202.4K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 1,953 | $201.5K | 0.04% | +1,953 | New |
| Clearbridge Investments, LLC | 1,950 | $201.3K | 0.00% | +1,950 | New |
| Headlands Technologies LLC | 1,940 | $200.2K | 0.06% | +1,940 | New |
| Denali Advisors LLC | 1,907 | $196.8K | 0.06% | −1,500−44.0% | Reduced |
| Smartleaf Asset Management LLC | 1,868 | $193.3K | 0.05% | +1,868 | New |
| TD Private Client Wealth LLC | 1,858 | $191.8K | 0.01% | +208+12.6% | Added |
| Sugarloaf Wealth Management, LLC | 1,724 | $178.0K | 0.04% | +29+1.7% | Added |
| Farther Finance Advisors, LLC | 1,686 | $174.0K | 0.01% | +509+43.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,658 | $171.0K | 0.00% | +1,619+4,151.3% | Added |
| Harbour Investments, Inc. | 1,607 | $165.9K | 0.01% | +1,347+518.1% | Added |
| Quadrant Capital Group LLC | 1,592 | $164.3K | 0.01% | +48+3.1% | Added |
| CX Institutional | 1,571 | $162.2K | 0.01% | +1,571 | New |
| Centaurus Financial, Inc. | 1,484 | $153.0K | 0.01% | +1,484 | New |
| Capital Analysts, LLC | 1,429 | $148.0K | 0.01% | +73+5.4% | Added |
| C M Bidwell & Associates Ltd | 1,396 | $144.1K | 0.11% | −1,465−51.2% | Reduced |
| GeoWealth Management, LLC | 1,387 | $142.0K | 0.01% | +849+157.8% | Added |
| Massmutual Trust Co FSB | 1,282 | $132.3K | 0.00% | −74−5.5% | Reduced |
| Hexagon Capital Partners LLC | 1,221 | $126.0K | 0.03% | −86−6.6% | Reduced |
| Allworth Financial LP | 1,220 | $126.0K | 0.00% | +33+2.8% | Added |
| Spotlight Asset Group, Inc. | 1,645 | $121.8K | 0.11% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,130 | $116.9K | 0.00% | +660+140.4% | Added |
| GAMMA Investing LLC | 1,083 | $113.2K | 0.03% | +1,083 | New |
| Plante Moran Financial Advisors, LLC | 1,000 | $103.2K | 0.01% | +1,000 | New |
| ICA Group Wealth Management, LLC | 981 | $101.3K | 0.02% | +981 | New |
| Bay Harbor Wealth Management, LLC | 975 | $100.8K | 0.04% | +16+1.7% | Added |
| Adirondack Trust Co | 902 | $97.8K | 0.04% | −23−2.5% | Reduced |
| Leonteq Securities AG | 909 | $93.8K | 0.01% | +38+4.4% | Added |
| Coppell Advisory Solutions LLC | 890 | $91.9K | 0.02% | +311+53.7% | Added |
| MV Capital Management, Inc. | 875 | $90.3K | 0.01% | +3+0.3% | Added |
| FinTrust Capital Advisors, LLC | 793 | $81.9K | 0.02% | +270+51.6% | Added |
| Bartlett & Co. Wealth Management LLC | 782 | $81.1K | 0.00% | +773+8,588.9% | Added |
| Bartlett & Co. LLC | 782 | $81.0K | 0.00% | +773+8,588.9% | Added |
| Private Trust Co NA | 753 | $77.7K | 0.01% | −106−12.3% | Reduced |
| EntryPoint Capital, LLC | 750 | $77.4K | 0.07% | +750 | New |
| Richardson Financial Services Inc. | 715 | $73.8K | 0.06% | +715 | New |
| General Partner, Inc. | 711 | $72.2K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 690 | $71.2K | 0.04% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $61.7K | 0.02% | −114−16.0% | Reduced |
| Proequities, Inc. | 596 | $61.6K | 0.00% | −20−3.2% | Reduced |
| Salomon & Ludwin, LLC | 800 | $59.2K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 20,378 | $59.2K | 0.01% | +20,378 | New |
| CVA Family Office, LLC | 570 | $58.8K | 0.01% | +570 | New |
| Castleview Partners, LLC | 551 | $56.9K | 0.04% | −143−20.6% | Reduced |
| Rakuten Investment Management, Inc. | 536 | $55.5K | 0.00% | +536 | New |
| Hantz Financial Services, Inc. | 537 | $55.0K | 0.00% | +141+35.6% | Added |
| Deseret Mutual Benefit Administrators | 493 | $50.9K | 0.03% | −286−36.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 487 | $50.4K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 475 | $49.0K | 0.01% | +35+8.0% | Added |
| Evermay Wealth Management LLC | 458 | $47.3K | 0.01% | +453+9,060.0% | Added |
| Friedenthal Financial | 453 | $46.8K | 0.03% | −9,679−95.5% | Reduced |
| Altshuler Shaham Ltd | 453 | $46.8K | 0.00% | −251−35.7% | Reduced |
| St Germain D J Co Inc | 440 | $45.4K | 0.00% | −240−35.3% | Reduced |
| Arlington Partners LLC | 440 | $45.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 427 | $44.2K | 0.00% | +17+4.1% | Added |
| AdvisorNet Financial, Inc | 427 | $44.1K | 0.00% | +204+91.5% | Added |
| Scarborough Advisors, LLC | 422 | $43.6K | 0.01% | +422 | New |
| Grove Bank & Trust | 421 | $43.5K | 0.01% | +11+2.7% | Added |
| Financial Perspectives, Inc | 410 | $42.3K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 399 | $42.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $41.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 392 | $40.5K | 0.01% | +381+3,463.6% | Added |
| Security National Bank | 390 | $40.3K | 0.01% | +390 | New |
| Lindbrook Capital, LLC | 379 | $39.1K | 0.00% | +292+335.6% | Added |
| Rakuten Securities, Inc. | 360 | $37.2K | 0.03% | +360 | New |
| Creative Financial Designs Inc | 333 | $34.3K | 0.00% | +1+0.3% | Added |
| Baystate Wealth Management LLC | 319 | $33.0K | 0.00% | −171−34.9% | Reduced |
| EverSource Wealth Advisors, LLC | 308 | $31.8K | 0.00% | +16+5.5% | Added |
| BOK Financial Private Wealth, Inc. | 302 | $31.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 301 | $31.1K | 0.00% | −182−37.7% | Reduced |
| Naples Money Management LLC | 300 | $31.0K | 0.03% | +300 | New |
| Parkside Financial Bank & Trust | 291 | $30.0K | 0.01% | −99−25.4% | Reduced |
| Sandy Spring Bank | 288 | $29.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 285 | $29.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 280 | $28.9K | 0.00% | −148−34.6% | Reduced |
| TD Waterhouse Canada Inc. | 270 | $28.5K | 0.00% | −70,483−99.6% | Reduced |
| JFS Wealth Advisors, LLC | 267 | $27.6K | 0.00% | +9+3.5% | Added |
| WealthCollab, LLC | 264 | $27.3K | 0.02% | +264 | New |
| RFP Financial Group LLC | 255 | $26.3K | 0.01% | −80−23.9% | Reduced |
| Byrne Asset Management LLC | 247 | $25.7K | 0.02% | −16−6.1% | Reduced |
| Quarry LP | 240 | $24.8K | 0.01% | +16+7.1% | Added |
| Winthrop Capital Management, LLC | 237 | $24.5K | 0.01% | +237 | New |
| Turtle Creek Wealth Advisors, LLC | 234 | $24.2K | 0.01% | +234 | New |
| Bell Investment Advisors, Inc | 221 | $22.8K | 0.00% | +14+6.8% | Added |
| Lee Financial Co | 220 | $22.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 209 | $22.0K | 0.00% | −384−64.8% | Reduced |
| Community Bank, N.A. | 210 | $21.7K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 197 | $20.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 192 | $19.8K | 0.00% | +192 | New |
| Frazier Financial Advisors, LLC | 184 | $19.0K | 0.02% | +184 | New |
| Core Alternative Capital | 180 | $18.5K | 0.00% | −15−7.7% | Reduced |
| Venturi Wealth Management, LLC | 173 | $17.9K | 0.00% | −27−13.5% | Reduced |