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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
U.S. Capital Wealth Advisors, LLC2,062$248.7K0.01%00.0%Unchanged
Omnia Family Wealth, LLC2,065$249.5K0.12%00.0%Unchanged
DGS Capital Management, LLC2,077$250.5K0.07%+2,077New
Impact Partnership Wealth, LLC2,077$250.6K0.10%+69+3.4%Added
Kennedy Capital Management, Inc.2,099$253.2K0.01%+6+0.3%Added
Marcum Wealth, LLC2,105$253.9K0.03%−8−0.4%Reduced
Denali Advisors LLC2,109$254.4K0.07%+202+10.6%Added
Vantage Consulting Group Inc2,110$254.5K0.16%−322−13.2%Reduced
AMG National Trust Bank2,121$255.8K0.01%00.0%Unchanged
Thrive Capital Management, LLC2,121$255.8K0.14%+2,121New
Colonial Trust Co2,139$258.0K0.05%−25−1.2%Reduced
Madison Asset Management, LLC2,140$258.1K0.00%+2,140New
Integrated Investment Consultants, LLC2,156$260.1K0.07%+2,156New
LVW Advisors, LLC2,157$260.2K0.04%+2,157New
Conning Inc.2,167$261.4K0.01%00.0%Unchanged
Fiduciary Trust Co2,175$262.3K0.00%00.0%Unchanged
NovaPoint Capital, LLC2,188$263.9K0.09%+35+1.6%Added
Global Retirement Partners, LLC2,226$268.5K0.01%+103+4.9%Added
Eudaimonia Advisors LLC2,229$268.9K0.14%+2,229New
Lebenthal Global Advisors, LLC2,242$270.4K0.06%+244+12.2%Added
Symmetry Investments LP2,262$272.8K0.03%+2,262New
Riverwater Partners LLC2,264$273.1K0.20%−1,284−36.2%Reduced
Equitable Holdings, Inc.2,268$273.6K0.00%+55+2.5%Added
Banque Pictet & Cie SA2,290$276.2K0.00%−784−25.5%Reduced
Five Oceans Advisors2,298$277.2K0.14%+3+0.1%Added
Cigna Investments Inc2,308$279.0K0.05%00.0%Unchanged
Quest Partners LLC2,328$280.8K0.05%−2,488−51.7%Reduced
Siemens Fonds Invest GmbH2,337$281.9K0.02%−140−5.7%Reduced
Bramshill Investments, LLC2,345$282.9K0.03%+2,345New
Meeder Advisory Services, Inc.2,360$284.7K0.03%+83+3.6%Added
Archer Investment Corp2,362$284.9K0.09%00.0%Unchanged
Camden Capital, LLC2,378$286.8K0.03%00.0%Unchanged
Manchester Capital Management LLC2,385$287.7K0.04%+11+0.5%Added
Hyperion Capital Advisors LP2,388$288.0K0.14%+2,388New
Ameritas Investment Partners, Inc.2,396$289.0K0.01%00.0%Unchanged
SpiderRock Advisors, LLC2,641$291.0K0.01%+2,641New
HB Wealth Management, LLC2,435$293.7K0.00%+40+1.7%Added
Wedmont Private Capital2,551$294.4K0.02%+69+2.8%Added
Cipher Capital LP2,447$295.2K0.14%+2,447New
First Hawaiian Bank2,450$295.5K0.01%−3,831−61.0%Reduced
SageView Advisory Group, LLC2,529$297.0K0.02%+2,529New
Providence Capital Advisors, LLC2,467$297.6K0.06%00.0%Unchanged
Concurrent Investment Advisors, LLC2,470$297.9K0.01%+2,470New
Jump Financial, LLC2,478$298.9K0.01%−15,145−85.9%Reduced
SC&H Financial Advisors, Inc.2,480$299.1K0.08%00.0%Unchanged
Old National Bancorp2,492$300.6K0.01%+2,492New
Washington Trust Bank2,500$301.6K0.03%00.0%Unchanged
Marex Group plc2,500$301.6K0.01%+2,500New
Fortem Financial Group, LLC2,503$301.9K0.13%+10.0%Added
Jackson Square Capital, LLC2,507$302.4K0.08%+2,507New
Westwood Holdings Group Inc.2,528$305.0K0.00%−120−4.5%Reduced
Eads & Heald Wealth Management2,538$306.0K0.14%+85+3.5%Added
TownSquare Capital, LLC2,572$310.2K0.00%+2,572New
Waterloo Capital, L.P.2,580$311.3K0.04%−282−9.9%Reduced
Moody National Bank Trust Division2,604$314.1K0.02%−499−16.1%Reduced
Aspen Investment Management Inc2,620$316.0K0.16%+2,620New
Trust Asset Management LLC2,627$316.9K0.03%00.0%Unchanged
Brevan Howard Capital Management LP2,647$319.3K0.03%+474+21.8%Added
Burford Brothers, Inc.2,658$320.7K0.21%+108+4.2%Added
McGlone Suttner Wealth Management, Inc.2,665$321.4K0.06%+712+36.5%Added
Exencial Wealth Advisors, LLC2,675$322.7K0.01%−62−2.3%Reduced
Oppenheimer Asset Management Inc.2,702$325.9K0.00%−1,917−41.5%Reduced
1858 Wealth Management, LLC3,169$327.1K0.31%00.0%Unchanged
Verdad Advisers, LP2,732$329.5K0.36%+2,732New
D'Orazio & Associates, Inc.2,733$329.7K0.05%+264+10.7%Added
Foundations Investment Advisors, LLC2,740$330.5K0.01%+159+6.2%Added
Evolution Wealth Advisors, LLC2,743$330.9K0.06%00.0%Unchanged
National Asset Management, Inc.4,472$331.9K0.01%+308+7.4%Added
Simplex Trading, LLC2,759$332.0K0.01%+2,759New
Voya Financial Advisors, Inc.2,849$336.2K0.04%−206−6.7%Reduced
Cullen/Frost Bankers, Inc.2,807$338.6K0.01%+2+0.1%Added
Kolinsky Wealth Management, LLC2,808$338.7K0.26%−178−6.0%Reduced
Quent Capital, LLC2,808$338.7K0.04%+390+16.1%Added
Financial Advocates Investment Management2,818$340.0K0.02%+10.0%Added
Pallas Capital Advisors LLC2,843$342.9K0.01%+159+5.9%Added
Edmonds Duncan Registered Investment Advisors, LLC2,854$344.3K0.09%−976−25.5%Reduced
Rehmann Capital Advisory Group2,854$344.4K0.03%−147−4.9%Reduced
Cidel Asset Management Inc2,869$346.1K0.03%−1,627−36.2%Reduced
RFG Advisory, LLC2,878$347.2K0.01%−93−3.1%Reduced
Dorsey & Whitney Trust CO LLC2,892$348.8K0.02%+83+3.0%Added
Optimum Investment Advisors2,900$349.8K0.16%−300−9.4%Reduced
Sienna Gestion2,901$349.9K0.03%+2,901New
Ashton Thomas Private Wealth, LLC2,910$351.0K0.02%−2,675−47.9%Reduced
Cutler Group LP2,937$354.0K0.18%+2,937New
Argent Trust Co2,935$354.0K0.02%+123+4.4%Added
Advisor Resource Council3,445$355.6K0.15%−6,650−65.9%Reduced
Avantax Advisory Services, Inc.2,965$357.6K0.00%+2,965New
Choate Investment Advisors2,998$361.6K0.01%−169−5.3%Reduced
Union Investments & Development Ltd.3,000$361.9K1.64%00.0%Unchanged
Axxcess Wealth Management, LLC3,000$361.9K0.01%00.0%Unchanged
Quantum Private Wealth, LLC3,008$362.8K0.13%+700+30.3%Added
Legal Advantage Investments, Inc.3,020$364.3K0.20%00.0%Unchanged
Capital Investment Advisors, LLC3,038$366.4K0.01%−63−2.0%Reduced
Planned Solutions, Inc.3,057$368.7K0.18%+300+10.9%Added
J.W. Cole Advisors, Inc.3,071$370.0K0.02%+31+1.0%Added
KMG Fiduciary Partners, LLC3,103$374.3K0.04%+10.0%Added
E Fund Management Co., Ltd.3,104$374.4K0.02%+3,104New
Belpointe Asset Management LLC3,117$376.0K0.03%+3,117New
Ascent Group, LLC3,120$376.3K0.03%+135+4.5%Added
AlphaCentric Advisors LLC3,132$377.8K0.23%−421−11.8%Reduced