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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, Q1 2024

Institutional positions in Pultegroup Inc as of Mar 31, 2024. 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
911
+53 vs. Q4 2023
Shares held
189.6M
+9.70M (+5.4%) vs. Q4 2023
Total value
$22.8B
+$4.24B (+22.8%) vs. Q4 2023
New holders
127
306 more added
Sold out
74
369 more reduced

12 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 911 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 heldQ1 2024: $22.8B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q4 2023.

Institutions holding PHM in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC1$1210.00%00.0%Unchanged
NVWM, LLC5$6030.00%+5New
Newbridge Financial Services Group, Inc.6$7240.00%+6New
Colonial Trust Advisors7$8440.00%−49−87.5%Reduced
Tradewinds Capital Management, LLC7$8450.00%+7New
Asset Dedication, LLC5$1.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC9$1.05K0.00%+9New
TFC Financial Management9$1.09K0.00%+1+12.5%Added
Creekmur Asset Management LLC10$1.21K0.00%+10New
Raffa Wealth Management, LLC11$1.33K0.00%00.0%Unchanged
Zions Bancorporation, N.A.13$1.57K0.00%−13−50.0%Reduced
FRG Family Wealth Advisors LLC15$1.67K0.00%+15New
Dunhill Financial, LLC16$1.90K0.00%+3+23.1%Added
North Star Investment Management Corp.16$1.93K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC17$2.05K0.00%00.0%Unchanged
Abound Wealth Management18$2.18K0.00%00.0%Unchanged
Beacon Capital Management, LLC20$2.41K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC20$2.43K0.00%00.0%Unchanged
True Wealth Design, LLC23$2.77K0.00%−9,580−99.8%Reduced
Planning Capital Management Corp27$3.26K0.00%00.0%Unchanged
Wolff Wiese Magana LLC31$3.74K0.00%+31New
Trifecta Capital Advisors, LLC32$3.86K0.00%−5−13.5%Reduced
Cape Investment Advisory, Inc.32$3.86K0.00%+3+10.3%Added
Psagot Value Holdings Ltd. / (Israel)35$4.00K0.04%00.0%Unchanged
Valley National Advisers Inc35$4.00K0.00%+5+16.7%Added
Laffer Tengler Investments34$4.10K0.00%00.0%Unchanged
MCF Advisors LLC36$4.34K0.00%+5+16.1%Added
Kozak & Associates, Inc.40$4.75K0.00%+40New
FWL Investment Management, LLC41$4.95K0.00%−30−42.3%Reduced
Pineridge Advisors LLC42$5.08K0.00%−1−2.3%Reduced
Prestige Wealth Management Group LLC44$5.32K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC48$5.79K0.00%−13−21.3%Reduced
Pinnacle Bancorp, Inc.50$6.03K0.00%−65−56.5%Reduced
West Paces Advisors Inc.53$6.39K0.00%−6−10.2%Reduced
TD Waterhouse Canada Inc.42$6.47K0.00%−228−84.4%Reduced
Red Tortoise LLC54$6.51K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC54$6.51K0.01%+11+25.6%Added
Cetera Trust Company, N.A55$6.63K0.00%00.0%Unchanged
Versant Capital Management, Inc56$6.75K0.00%00.0%Unchanged
Global Wealth Strategies & Associates57$6.88K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.57$6.88K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC56$7.00K0.00%+4+7.7%Added
Avion Wealth58$7.00K0.00%+7+13.7%Added
Hollencrest Capital Management60$7.24K0.00%00.0%Unchanged
LGT Financial Advisors LLC61$7.36K0.01%00.0%Unchanged
Rakuten Securities, Inc.68$8.20K0.00%−292−81.1%Reduced
Caldwell Sutter Capital, Inc.69$8.32K0.00%00.0%Unchanged
SJS Investment Consulting Inc.70$8.44K0.00%00.0%Unchanged
Private Wealth Management Group, LLC83$10.0K0.00%−4−4.6%Reduced
Eagle Bay Advisors LLC86$10.4K0.01%−8−8.5%Reduced
Aspect Partners, LLC87$10.5K0.01%00.0%Unchanged
GW&K Investment Management, LLC89$11.0K0.00%+4+4.7%Added
Householder Group Estate & Retirement Specialist, LLC98$11.8K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC99$11.9K0.00%+46+86.8%Added
Brown, Lisle/Cummings, Inc.100$12.1K0.00%00.0%Unchanged
Sofos Investments, Inc.105$12.8K0.00%+93+775.0%Added
JJJ Advisors Inc.106$12.8K0.00%−1−0.9%Reduced
Kayne Anderson Rudnick Investment Management LLC108$13.1K0.00%−8−6.9%Reduced
Moisand Fitzgerald Tamayo, LLC113$13.6K0.00%−4−3.4%Reduced
REAP Financial Group, LLC119$14.4K0.00%+19+19.0%Added
Atlantic Edge Private Wealth Management, LLC120$14.5K0.00%00.0%Unchanged
West Oak Capital, LLC125$15.0K0.01%00.0%Unchanged
Rise Advisors, LLC125$15.1K0.01%+125New
PFG Private Wealth Management, LLC126$15.2K0.01%00.0%Unchanged
Distillate Capital Partners LLC127$15.3K2.57%+127New
Valued Wealth Advisors LLC128$15.5K0.01%+61+91.0%Added
Fortitude Family Office, LLC129$15.6K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC131$15.8K0.00%−20−13.2%Reduced
Financial Management Professionals, Inc.136$16.0K0.00%−73−34.9%Reduced
EverSource Wealth Advisors, LLC144$16.0K0.00%−164−53.2%Reduced
Nemes Rush Group LLC134$16.2K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC139$16.8K0.01%+139New
AdvisorNet Financial, Inc148$17.8K0.00%−279−65.3%Reduced
Farmers & Merchants Investments Inc149$18.0K0.00%−4−2.6%Reduced
Naples Money Management LLC150$18.1K0.02%−150−50.0%Reduced
Westside Investment Management, Inc.150$18.1K0.00%+150New
WR Wealth Planners, LLC150$18.1K0.01%+150New
Continuum Advisory, LLC163$19.1K0.00%+163New
RFP Financial Group LLC186$22.4K0.01%−69−27.1%Reduced
Community Bank, N.A.210$25.3K0.00%00.0%Unchanged
Benjamin Edwards Inc215$26.0K0.01%+215New
E Fund Management (Hong Kong) Co., Ltd.215$26.0K0.02%+215New
Rothschild Investment LLC217$26.2K0.00%+25+13.0%Added
CNB Bank227$27.4K0.01%+30+15.2%Added
Bell Investment Advisors, Inc234$28.2K0.01%+13+5.9%Added
LRI Investments, LLC236$28.5K0.01%+236New
Whittier Trust Co280$33.8K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC284$34.3K0.03%+100+54.3%Added
Salem Investment Counselors Inc285$34.4K0.00%00.0%Unchanged
Sandy Spring Bank288$34.7K0.00%00.0%Unchanged
Byrne Asset Management LLC292$35.2K0.02%+45+18.2%Added
WealthCollab, LLC300$36.2K0.03%+36+13.6%Added
Altshuler Shaham Ltd304$36.7K0.00%−149−32.9%Reduced
Parkside Financial Bank & Trust315$38.0K0.01%+24+8.2%Added
ORG Partners LLC333$39.4K0.08%−59−15.1%Reduced
Creative Financial Designs Inc333$40.1K0.00%00.0%Unchanged
DT Investment Partners, LLC334$40.3K0.00%−65−16.3%Reduced
EntryPoint Capital, LLC351$42.3K0.04%−399−53.2%Reduced
Pacific Center for Financial Services356$42.9K0.01%−242−40.5%Reduced
JFS Wealth Advisors, LLC378$45.6K0.00%+111+41.6%Added