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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.

Q1 2024 vs. Q4 2023

How the institutions holding Pultegroup Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of PHM: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders87012911+53
Shares191.0M11.1M189.6M+9.70M (+5.4%)
Value$19.7B$1.15B$22.8B+$4.24B (+22.8%)

12 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (127)

Institutions that held Pultegroup Inc at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 127 by value.

Institutions new to PHM in Q1 2024
InstitutionSharesValue% of portfolio
Danske Bank A/S359,597$43.4M0.14%
Andra AP-fonden220,300$26.6M0.47%
Woodline Partners LP172,359$20.8M0.19%
Moore Capital Management, LP139,614$16.8M0.35%
Walleye Capital LLC121,528$14.7M0.16%
Schonfeld Strategic Advisors LLC121,390$14.6M0.12%
Laurion Capital Management LP115,185$13.9M0.39%
Weiss Asset Management LP113,454$13.7M0.64%
Tiaa Trust, National Association94,935$11.5M0.04%
Resona Asset Management Co.,Ltd.80,684$9.73M0.06%
Mediolanum International Funds Ltd78,341$9.25M0.15%
BTC Capital Management, Inc.59,642$7.19M0.66%
Lowe Brockenbrough & Co Inc53,500$6.45M0.44%
Genus Capital Management Inc.49,597$5.98M0.78%
CWA Asset Management Group, LLC48,409$5.84M0.35%
Wolverine Trading, LLC28,550$3.44M0.03%
Family Management Corp26,933$3.25M0.60%
Marshall Wace, LLP19,600$2.36M0.00%
Mizuho Markets Americas LLC18,230$2.20M0.06%
Darwin Advisors, LLC16,803$2.03M0.56%
ISAM Funds (UK) Ltd16,562$2.00M1.14%
Versor Investments LP15,400$1.86M0.38%
Consolidated Portfolio Review Corp14,815$1.79M0.47%
PFG Investments, LLC14,815$1.79M0.11%
Grey Street Capital, LLC13,779$1.66M0.23%
Trivant Custom Portfolio Group, LLC13,446$1.62M1.03%
K2 Principal Fund, L.P.11,000$1.33M0.32%
Seven Eight Capital, LP10,457$1.26M0.13%
Interval Partners, LP10,000$1.21M0.05%
Fox Run Management, L.L.C.8,471$1.02M0.22%
Bank Julius Baer & Co. Ltd, Zurich8,877$990.4K0.00%
Catalyst Funds Management Pty Ltd7,800$940.8K0.26%
Smith, Moore & Co.7,658$923.7K0.10%
Allianz SE7,452$898.9K0.03%
Duncan Williams Asset Management, LLC6,558$791.0K0.71%
Westover Capital Advisors, LLC6,162$743.3K0.22%
Gateway Advisory, LLC5,882$709.5K0.12%
Lombard Odier Asset Management (Switzerland) SA5,371$647.9K0.05%
Pensionmark Financial Group, LLC5,244$632.5K0.09%
Harbor Capital Advisors, Inc.4,622$558.0K0.07%
Group One Trading, L.P.4,449$536.6K0.02%
Yeomans Consulting Group, Inc.4,398$530.5K0.23%
Burns Matteson Capital Management, LLC3,478$419.5K0.27%
Entropy Technologies, LP3,470$418.6K0.04%
Simplicity Wealth,LLC3,451$416.3K0.01%
Horizon Advisory Services, Inc.3,389$408.8K0.19%
Readystate Asset Management LP3,350$404.1K0.01%
Delap Wealth Advisory, LLC3,330$401.7K0.16%
Belpointe Asset Management LLC3,117$376.0K0.03%
E Fund Management Co., Ltd.3,104$374.4K0.02%
Avantax Advisory Services, Inc.2,965$357.6K0.00%
Cutler Group LP2,937$354.0K0.18%
Sienna Gestion2,901$349.9K0.03%
Simplex Trading, LLC2,759$332.0K0.01%
Verdad Advisers, LP2,732$329.5K0.36%
Aspen Investment Management Inc2,620$316.0K0.16%
TownSquare Capital, LLC2,572$310.2K0.00%
Jackson Square Capital, LLC2,507$302.4K0.08%
Marex Group plc2,500$301.6K0.01%
Old National Bancorp2,492$300.6K0.01%
Concurrent Investment Advisors, LLC2,470$297.9K0.01%
SageView Advisory Group, LLC2,529$297.0K0.02%
Cipher Capital LP2,447$295.2K0.14%
SpiderRock Advisors, LLC2,641$291.0K0.01%
Hyperion Capital Advisors LP2,388$288.0K0.14%
Bramshill Investments, LLC2,345$282.9K0.03%
Symmetry Investments LP2,262$272.8K0.03%
Eudaimonia Advisors LLC2,229$268.9K0.14%
LVW Advisors, LLC2,157$260.2K0.04%
Integrated Investment Consultants, LLC2,156$260.1K0.07%
Madison Asset Management, LLC2,140$258.1K0.00%
Thrive Capital Management, LLC2,121$255.8K0.14%
DGS Capital Management, LLC2,077$250.5K0.07%
Delta Investment Management, LLC2,056$248.0K0.06%
NDVR, Inc.2,041$246.2K0.23%
EP Wealth Advisors, LLC2,037$245.7K0.00%
Nwam LLC2,056$240.7K0.02%
Florida Financial Advisors, LLC1,986$239.5K0.18%
Koshinski Asset Management, Inc.1,968$237.4K0.02%
Resources Investment Advisors, LLC.1,929$232.7K0.00%
Pinnacle Wealth Management Group, Inc.1,900$229.2K0.17%
Phoenix Holdings Ltd.1,902$229.1K0.00%
Pathway Financial Advisors LLC1,860$224.4K0.06%
Wealth Alliance1,859$224.2K0.03%
Carnegie Capital Asset Management, LLC1,854$223.6K0.01%
Flagship Harbor Advisors, LLC1,831$220.9K0.01%
Clark Financial Services Group Inc1,821$220.0K0.26%
Red Door Wealth Management, LLC1,816$219.0K0.04%
ERn Financial, LLC1,783$215.1K0.04%
First Affirmative Financial Network1,782$215.0K0.16%
Lincoln National Corp1,781$214.8K0.00%
Diametric Capital, LP1,777$214.3K0.12%
Claret Asset Management Corp1,771$214.0K0.04%
Pinkerton Retirement Specialists, LLC1,774$214.0K0.03%
Strategic Wealth Partners, Ltd.1,770$213.5K0.02%
Sheaff Brock Investment Advisors, LLC1,745$210.5K0.02%
Premier Path Wealth Partners, LLC1,733$209.0K0.04%
Ossiam1,714$206.7K0.00%
Sigma Planning Corp1,709$206.2K0.01%
South Street Advisors LLC1,700$205.1K0.03%

Sold out (74)

Institutions that held Pultegroup Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of PHM in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Jupiter Asset Management Ltd556,284$57.4M
Candlestick Capital Management LP324,831$33.5M
Acadian Asset Management LLC112,661$11.6M
Trexquant Investment LP84,783$8.75M
Castleark Management LLC37,540$3.87M
PEAK6 Investments LLC29,677$3.06M
Two Sigma Investments, LP29,100$3.00M
Cetera Advisor Networks LLC28,464$2.94M
Healthcare of Ontario Pension Plan Trust Fund27,000$2.79M
Rock Point Advisors, LLC23,560$2.43M
Advisors Preferred, LLC22,354$2.27M
Icon Advisers Inc17,800$1.84M
FJ Capital Management LLC15,683$1.62M
Unique Wealth Strategies, LLC13,362$1.38M
USA Financial Portformulas Corp13,235$1.37M
UBS Oconnor LLC12,918$1.33M
Cetera Advisors LLC12,117$1.25M
Sherbrooke Park Advisers LLC11,910$1.23M
IMC-Chicago, LLC11,819$1.22M
TrimTabs Asset Management, LLC11,308$1.17M
Dynamic Technology Lab Private Ltd10,975$1.13M
TCW Group Inc10,825$1.12M
Two Sigma Securities, LLC9,900$1.02M
Polianta Ltd9,800$1.01M
Cascade Investment Advisors, Inc.8,165$842.8K
Bridgefront Capital, LLC6,856$707.7K
Lecap Asset Management Ltd6,814$703.3K
Stevens Capital Management LP6,528$674.0K
Two Sigma Advisers, LP6,200$640.0K
Oak Thistle LLC6,058$625.3K
Banco Santander, S.A.6,018$621.2K
Numerai GP LLC5,984$617.7K
Ontario Teachers Pension Plan Board5,687$587.0K
FJ Investments, LLC5,559$573.8K
DoubleLine ETF Adviser LP5,023$518.5K
Weiss Multi-Strategy Advisers LLC4,513$466.0K
Tactive Advisors, LLC4,143$427.6K
Capula Management Ltd4,080$421.1K
CenterBook Partners LP4,026$415.6K
Colonial River Wealth Management, LLC3,989$411.7K
Prelude Capital Management, LLC3,765$388.6K
AIA Group Ltd3,636$375.3K
Mirabella Financial Services LLP3,393$350.2K
Nebula Research & Development LLC3,297$340.3K
Candriam Luxembourg S.C.A.3,206$330.9K
Kovack Advisors, Inc.2,906$299.9K
Algert Global LLC2,904$299.8K
Power Corp of Canada2,901$299.4K
Meridian Wealth Management, LLC2,690$277.7K
Boothbay Fund Management, LLC2,516$259.7K
Scientech Research LLC2,404$248.1K
Calton & Associates, Inc.2,387$246.4K
Glassman Wealth Services2,216$228.7K
Insigneo Advisory Services, LLC2,209$228.4K
XTX Topco Ltd2,156$222.5K
Three Seasons Wealth, LLC2,017$208.2K
Headlands Technologies LLC1,940$200.2K
Erste Asset Management GmbH1,130$116.9K
Arlington Partners LLC440$45.4K
Scarborough Advisors, LLC422$43.6K
BOK Financial Private Wealth, Inc.302$31.2K
Quarry LP240$24.8K
Winthrop Capital Management, LLC237$24.5K
Turtle Creek Wealth Advisors, LLC234$24.2K
Lee Financial Co220$22.8K
Core Alternative Capital180$18.5K
Tradition Wealth Management, LLC103$11.0K
Tortoise Investment Management, LLC100$10.3K
New Millennium Group LLC89$9.19K
Liberty One Investment Management, LLC88$9.11K
Global Wealth Management Investment Advisory, Inc.46$4.75K
American National Bank34$3.51K
Motco19$1.96K
Evergreen Private Wealth LLC5$516

Not filed for Q1 2024 yet (12)

Institutions that held Pultegroup Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHM in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC11,008,695$1.14B
Aware Super Pty Ltd as trustee of Aware Super92,340$10.8M
Desjardins Global Asset Management Inc.25,194$2.60M
Telemus Capital, LLC10,959$1.13M
Sawtooth Solutions, LLC3,374$348.3K
Moreno Evelyn V3,140$324.1K
Watershed Asset Management, L.L.C.3,054$315.2K
Coppell Advisory Solutions LLC890$91.9K
Bartlett & Co. LLC782$81.0K
Baystate Wealth Management LLC319$33.0K
Provence Wealth Management Group14$1.45K
Fairfield Financial Advisors, LTD2$197