Skip to main content
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
Park Place Capital Corp164$16.9K0.01%00.0%Unchanged
Spire Wealth Management155$16.4K0.00%−255−62.2%Reduced
Farmers & Merchants Investments Inc153$15.8K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC151$15.6K0.00%−298−66.4%Reduced
Nemes Rush Group LLC134$13.8K0.00%−16−10.7%Reduced
Fortitude Family Office, LLC129$13.3K0.01%+129New
PFG Private Wealth Management, LLC126$13.0K0.01%00.0%Unchanged
West Oak Capital, LLC125$13.0K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC120$12.4K0.01%+120New
Moisand Fitzgerald Tamayo, LLC117$12.1K0.00%+4+3.5%Added
Kayne Anderson Rudnick Investment Management LLC116$12.1K0.00%+45+63.4%Added
Pinnacle Bancorp, Inc.115$11.9K0.00%00.0%Unchanged
JJJ Advisors Inc.107$11.0K0.00%+1+0.9%Added
Tradition Wealth Management, LLC103$11.0K0.00%+103New
REAP Financial Group, LLC100$10.3K0.00%+100New
Brown, Lisle/Cummings, Inc.100$10.3K0.00%00.0%Unchanged
Tortoise Investment Management, LLC100$10.3K0.00%+100New
Householder Group Estate & Retirement Specialist, LLC98$10.0K0.00%+57+139.0%Added
Eagle Bay Advisors LLC94$9.70K0.01%−13−12.1%Reduced
New Millennium Group LLC89$9.19K0.01%00.0%Unchanged
Liberty One Investment Management, LLC88$9.11K0.00%00.0%Unchanged
GW&K Investment Management, LLC85$9.00K0.00%00.0%Unchanged
Private Wealth Management Group, LLC87$8.98K0.00%+87New
Aspect Partners, LLC87$8.98K0.01%+87New
FWL Investment Management, LLC71$7.33K0.00%+71New
SJS Investment Consulting Inc.70$7.23K0.00%+5+7.7%Added
Caldwell Sutter Capital, Inc.69$7.12K0.00%00.0%Unchanged
LGT Financial Advisors LLC61$6.30K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC61$6.30K0.01%+61New
Hollencrest Capital Management60$6.19K0.00%00.0%Unchanged
West Paces Advisors Inc.59$6.09K0.00%+6+11.3%Added
Global Wealth Strategies & Associates57$5.88K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.57$5.88K0.00%+57New
Colonial Trust Advisors56$5.78K0.00%00.0%Unchanged
Versant Capital Management, Inc56$5.78K0.00%+12+27.3%Added
Cetera Trust Company, N.A55$5.68K0.00%+55New
Red Tortoise LLC54$5.57K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC53$5.47K0.00%−2−3.6%Reduced
Capital Advisors, Ltd. LLC52$5.00K0.00%00.0%Unchanged
Avion Wealth51$5.00K0.00%+5+10.9%Added
Valued Wealth Advisors LLC67$4.97K0.00%+67New
Global Wealth Management Investment Advisory, Inc.46$4.75K0.00%+46New
Prestige Wealth Management Group LLC44$4.55K0.00%00.0%Unchanged
Pineridge Advisors LLC43$4.44K0.00%+43New
Abich Financial Wealth Management LLC43$4.44K0.00%+43New
Psagot Value Holdings Ltd. / (Israel)35$4.00K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC37$3.82K0.00%00.0%Unchanged
Laffer Tengler Investments34$3.51K0.00%00.0%Unchanged
American National Bank34$3.51K0.00%+34New
MCF Advisors LLC31$3.20K0.00%00.0%Unchanged
Valley National Advisers Inc30$3.00K0.00%+30New
Cape Investment Advisory, Inc.29$2.99K0.00%00.0%Unchanged
Planning Capital Management Corp27$2.79K0.00%+27New
Zions Bancorporation, N.A.26$2.68K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC20$2.08K0.00%00.0%Unchanged
Motco19$1.96K0.00%00.0%Unchanged
Abound Wealth Management18$1.86K0.00%−7−28.0%Reduced
SYSTM Wealth Solutions LLC17$1.75K0.00%+17New
North Star Investment Management Corp.16$1.65K0.00%00.0%Unchanged
Beacon Capital Management, LLC20$1.48K0.00%00.0%Unchanged
Provence Wealth Management Group14$1.45K0.00%00.0%Unchanged
Dunhill Financial, LLC13$1.37K0.00%+13New
Raffa Wealth Management, LLC11$1.14K0.00%00.0%Unchanged
Sofos Investments, Inc.12$1.13K0.00%00.0%Unchanged
Asset Dedication, LLC5$1.00K0.00%00.0%Unchanged
TFC Financial Management8$8260.00%00.0%Unchanged
Evergreen Private Wealth LLC5$5160.00%+5New
Fairfield Financial Advisors, LTD2$1970.00%00.0%Unchanged
WestEnd Advisors, LLC1$1030.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Harris Associates L PSuperinvestorHarris Associates (Oakmark)0$00.00%−1,954,842−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−283,105−100.0%Sold out
Renaissance Technologies LLC0$00.00%−257,067−100.0%Sold out
Prana Capital Management, LP0$00.00%−180,696−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−83,865−100.0%Sold out
Genus Capital Management Inc.0$00.00%−78,293−100.0%Sold out
Beacon Harbor Wealth Advisors, Inc.0$00.00%−68,882−100.0%Sold out
FORA Capital, LLC0$00.00%−56,721−100.0%Sold out
Lowe Brockenbrough & Co Inc0$00.00%−53,500−100.0%Sold out
Gates Foundation TrustSuperinvestorGates Foundation Trust0$00.00%−53,500−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−45,693−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−31,926−100.0%Sold out
Jetstream Capital LLC0$00.00%−30,000−100.0%Sold out
Gunderson Capital Management Inc.0$00.00%−29,931−100.0%Sold out
Cutler Group LP0$00.00%−27,930−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−27,619−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−26,396−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−20,881−100.0%Sold out
Seven Eight Capital, LP0$00.00%−17,724−100.0%Sold out
Range Financial Group LLC0$00.00%−17,617−100.0%Sold out
Donoghue Forlines LLC0$00.00%−16,176−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−13,807−100.0%Sold out
Versor Investments LP0$00.00%−13,300−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−12,965−100.0%Sold out
Saba Capital Management, L.P.0$00.00%−12,621−100.0%Sold out
JT Stratford LLC0$00.00%−10,666−100.0%Sold out
Wolverine Trading, LLC0$00.00%−10,643−100.0%Sold out
Dai-Ichi Life Insurance Company, Ltd0$00.00%−10,631−100.0%Sold out
Caption Management, LLC0$00.00%−9,800−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−6,670−100.0%Sold out