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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Security National Bank | 390 | $47.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $48.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 410 | $49.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 414 | $49.9K | 0.00% | +35+9.2% | Added |
| Covestor Ltd | 415 | $50.0K | 0.03% | −2,168−83.9% | Reduced |
| Grove Bank & Trust | 421 | $50.8K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 428 | $51.6K | 0.03% | −25−5.5% | Reduced |
| Spire Wealth Management | 430 | $51.9K | 0.00% | +275+177.4% | Added |
| Hantz Financial Services, Inc. | 432 | $52.0K | 0.00% | −105−19.6% | Reduced |
| International Assets Investment Management, LLC | 20,278 | $52.9K | 0.01% | −100−0.5% | Reduced |
| Arlington Trust Co LLC | 440 | $53.1K | 0.01% | −35−7.4% | Reduced |
| St Germain D J Co Inc | 440 | $53.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 455 | $54.9K | 0.01% | −3−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 493 | $59.5K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 533 | $64.3K | 0.05% | −182−25.5% | Reduced |
| Castleview Partners, LLC | 551 | $66.5K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 570 | $68.8K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 586 | $70.7K | 0.01% | −207−26.1% | Reduced |
| AllSquare Wealth Management LLC | 690 | $83.2K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 710 | $85.6K | 0.00% | +283+66.3% | Added |
| General Partner, Inc. | 711 | $85.8K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 757 | $91.3K | 0.01% | −152−16.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 782 | $94.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 800 | $96.5K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 800 | $96.5K | 0.03% | +800 | New |
| MV Capital Management, Inc. | 876 | $105.7K | 0.01% | +1+0.1% | Added |
| Adirondack Trust Co | 902 | $108.8K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 906 | $109.3K | 0.02% | −1,193−56.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 942 | $113.6K | 0.04% | −33−3.4% | Reduced |
| ICA Group Wealth Management, LLC | 981 | $118.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $120.6K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $120.6K | 0.00% | +1,000 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,102 | $127.5K | 0.05% | +1,102 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,078 | $130.0K | 0.01% | +777+258.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,088 | $131.5K | 0.05% | +601+123.4% | Added |
| Private Trust Co NA | 1,108 | $133.6K | 0.01% | +355+47.1% | Added |
| GAMMA Investing LLC | 1,156 | $139.4K | 0.03% | +73+6.7% | Added |
| Mather Group, LLC. | 1,356 | $140.0K | 0.00% | +1,356 | New |
| Hexagon Capital Partners LLC | 1,221 | $147.3K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,239 | $149.0K | 0.01% | −245−16.5% | Reduced |
| Massmutual Trust Co FSB | 1,257 | $151.6K | 0.00% | −25−2.0% | Reduced |
| Sentry Investment Management LLC | 1,261 | $152.0K | 0.06% | +1,261 | New |
| Allworth Financial LP | 1,306 | $157.5K | 0.00% | +86+7.0% | Added |
| C M Bidwell & Associates Ltd | 1,401 | $169.0K | 0.12% | +5+0.4% | Added |
| LifeSteps Financial, Inc. | 1,446 | $174.5K | 0.13% | +1,446 | New |
| Spotlight Asset Group, Inc. | 1,485 | $179.1K | 0.13% | −160−9.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,500 | $181.0K | 0.00% | +1,500 | New |
| Proequities, Inc. | 1,505 | $181.8K | 0.01% | +909+152.5% | Added |
| Farther Finance Advisors, LLC | 1,591 | $188.5K | 0.01% | −95−5.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,575 | $189.9K | 0.04% | −149−8.6% | Reduced |
| CX Institutional | 1,587 | $191.4K | 0.01% | +16+1.0% | Added |
| Quadrant Capital Group LLC | 1,592 | $192.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,668 | $201.0K | 0.00% | +10+0.6% | Added |
| Advisor OS, LLC | 1,679 | $202.5K | 0.02% | +1,679 | New |
| Vicus Capital | 1,683 | $203.0K | 0.02% | +1,683 | New |
| BBR Partners, LLC | 1,688 | $203.6K | 0.02% | +1,688 | New |
| Capital Analysts, LLC | 1,692 | $204.0K | 0.01% | +263+18.4% | Added |
| South Street Advisors LLC | 1,700 | $205.1K | 0.03% | +1,700 | New |
| Sigma Planning Corp | 1,709 | $206.2K | 0.01% | +1,709 | New |
| Advisors Asset Management, Inc. | 1,712 | $206.5K | 0.00% | −1,732−50.3% | Reduced |
| Ossiam | 1,714 | $206.7K | 0.00% | +1,714 | New |
| Prudential PLC | 1,716 | $207.0K | 0.00% | −14,756−89.6% | Reduced |
| Premier Path Wealth Partners, LLC | 1,733 | $209.0K | 0.04% | +1,733 | New |
| Sheaff Brock Investment Advisors, LLC | 1,745 | $210.5K | 0.02% | +1,745 | New |
| Strategic Wealth Partners, Ltd. | 1,770 | $213.5K | 0.02% | +1,770 | New |
| Pinkerton Retirement Specialists, LLC | 1,774 | $214.0K | 0.03% | +1,774 | New |
| Claret Asset Management Corp | 1,771 | $214.0K | 0.04% | +1,771 | New |
| Diametric Capital, LP | 1,777 | $214.3K | 0.12% | +1,777 | New |
| Lincoln National Corp | 1,781 | $214.8K | 0.00% | +1,781 | New |
| First Affirmative Financial Network | 1,782 | $215.0K | 0.16% | +1,782 | New |
| ERn Financial, LLC | 1,783 | $215.1K | 0.04% | +1,783 | New |
| Accurate Wealth Management, LLC | 2,051 | $216.2K | 0.06% | +130+6.8% | Added |
| Aaron Wealth Advisors | 1,802 | $217.4K | 0.03% | −511−22.1% | Reduced |
| Red Door Wealth Management, LLC | 1,816 | $219.0K | 0.04% | +1,816 | New |
| Clark Financial Services Group Inc | 1,821 | $220.0K | 0.26% | +1,821 | New |
| Flagship Harbor Advisors, LLC | 1,831 | $220.9K | 0.01% | +1,831 | New |
| Summit Global Investments | 1,847 | $223.0K | 0.02% | −11,747−86.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,854 | $223.6K | 0.01% | +1,854 | New |
| Wealth Alliance | 1,859 | $224.2K | 0.03% | +1,859 | New |
| Pathway Financial Advisors LLC | 1,860 | $224.4K | 0.06% | +1,860 | New |
| TD Private Client Wealth LLC | 1,867 | $225.2K | 0.01% | +9+0.5% | Added |
| Hancock Whitney Corp | 1,897 | $228.8K | 0.01% | −305−13.9% | Reduced |
| Phoenix Holdings Ltd. | 1,902 | $229.1K | 0.00% | +1,902 | New |
| Pinnacle Wealth Management Group, Inc. | 1,900 | $229.2K | 0.17% | +1,900 | New |
| Resources Investment Advisors, LLC. | 1,929 | $232.7K | 0.00% | +1,929 | New |
| Renasant Bank | 1,950 | $235.2K | 0.17% | −24−1.2% | Reduced |
| Clearbridge Investments, LLC | 1,950 | $235.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,997 | $236.5K | 0.00% | +36+1.8% | Added |
| Koshinski Asset Management, Inc. | 1,968 | $237.4K | 0.02% | +1,968 | New |
| American Institute for Advanced Investment Management, LLP | 1,975 | $238.2K | 0.19% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,986 | $239.5K | 0.18% | +1,986 | New |
| Nilsine Partners, LLC | 1,987 | $239.7K | 0.03% | −8−0.4% | Reduced |
| Nwam LLC | 2,056 | $240.7K | 0.02% | +2,056 | New |
| FourThought Financial Partners, LLC | 2,014 | $242.9K | 0.03% | +24+1.2% | Added |
| Park Place Capital Corp | 2,017 | $243.3K | 0.09% | +1,853+1,129.9% | Added |
| Juncture Wealth Strategies, LLC | 2,019 | $243.5K | 0.10% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,026 | $244.8K | 0.01% | −10.0% | Reduced |
| EP Wealth Advisors, LLC | 2,037 | $245.7K | 0.00% | +2,037 | New |
| NDVR, Inc. | 2,041 | $246.2K | 0.23% | +2,041 | New |
| Delta Investment Management, LLC | 2,056 | $248.0K | 0.06% | +2,056 | New |