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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 3,134 | $378.0K | 0.00% | −772−19.8% | Reduced |
| Kathmere Capital Management, LLC | 3,144 | $379.2K | 0.04% | +407+14.9% | Added |
| Smithfield Trust Co | 3,161 | $381.0K | 0.02% | −120−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,188 | $384.5K | 0.01% | −473−12.9% | Reduced |
| Perigon Wealth Management, LLC | 3,262 | $393.5K | 0.01% | +1,081+49.6% | Added |
| Harbour Investments, Inc. | 3,292 | $397.1K | 0.01% | +1,685+104.9% | Added |
| Precision Wealth Strategies, LLC | 3,308 | $399.0K | 0.38% | −350−9.6% | Reduced |
| Fidelis Capital Partners, LLC | 3,313 | $399.6K | 0.06% | +463+16.2% | Added |
| Horizon Investments, LLC | 3,329 | $401.5K | 0.01% | −30−0.9% | Reduced |
| Delap Wealth Advisory, LLC | 3,330 | $401.7K | 0.16% | +3,330 | New |
| First Horizon Advisors, Inc. | 3,348 | $403.8K | 0.01% | −246−6.8% | Reduced |
| Readystate Asset Management LP | 3,350 | $404.1K | 0.01% | +3,350 | New |
| CoreCap Advisors, LLC | 3,388 | $408.7K | 0.02% | +100+3.0% | Added |
| Horizon Advisory Services, Inc. | 3,389 | $408.8K | 0.19% | +3,389 | New |
| Brown Capital Management LLC | 3,399 | $410.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,428 | $413.5K | 0.04% | −104−2.9% | Reduced |
| Bleakley Financial Group, LLC | 3,451 | $416.3K | 0.01% | +77+2.3% | Added |
| Simplicity Wealth,LLC | 3,451 | $416.3K | 0.01% | +3,451 | New |
| Menard Financial Group LLC | 3,454 | $416.6K | 0.35% | +1,217+54.4% | Added |
| Entropy Technologies, LP | 3,470 | $418.6K | 0.04% | +3,470 | New |
| Burns Matteson Capital Management, LLC | 3,478 | $419.5K | 0.27% | +3,478 | New |
| Harvest Fund Management Co., Ltd | 3,492 | $421.0K | 0.04% | −2,120−37.8% | Reduced |
| NorthRock Partners, LLC | 3,495 | $422.3K | 0.02% | +6+0.2% | Added |
| 180 Wealth Advisors, LLC | 3,505 | $422.8K | 0.08% | +1,301+59.0% | Added |
| Smartleaf Asset Management LLC | 3,648 | $430.5K | 0.08% | +1,780+95.3% | Added |
| FDx Advisors, Inc. | 3,603 | $435.0K | 0.07% | −1,342−27.1% | Reduced |
| One Wealth Advisors, LLC | 3,618 | $437.1K | 0.08% | −26−0.7% | Reduced |
| Ellevest, Inc. | 3,641 | $439.2K | 0.03% | +386+11.9% | Added |
| Patten Group, Inc. | 3,696 | $445.8K | 0.11% | −31−0.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,741 | $451.0K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,747 | $452.0K | 0.01% | −413−9.9% | Reduced |
| Ballentine Partners, LLC | 3,757 | $453.2K | 0.01% | +151+4.2% | Added |
| Richard W. Paul & Associates, LLC | 3,834 | $462.5K | 0.18% | −509−11.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,840 | $463.0K | 0.33% | +650+20.4% | Added |
| Glen Eagle Advisors, LLC | 3,842 | $463.4K | 0.09% | −75−1.9% | Reduced |
| Smith, Salley & Associates | 3,857 | $465.2K | 0.04% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,863 | $466.0K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 3,877 | $467.6K | 0.10% | −1,049−21.3% | Reduced |
| Moody Aldrich Partners LLC | 3,935 | $474.6K | 0.08% | −21−0.5% | Reduced |
| Tectonic Advisors LLC | 3,944 | $475.7K | 0.04% | +199+5.3% | Added |
| Coldstream Capital Management Inc | 3,966 | $478.4K | 0.01% | −430−9.8% | Reduced |
| Yorktown Management & Research Co Inc | 4,000 | $482.5K | 0.46% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4,039 | $487.1K | 0.21% | +108+2.7% | Added |
| Financial Counselors Inc | 4,067 | $490.6K | 0.01% | −50−1.2% | Reduced |
| Family Firm, Inc. | 4,071 | $491.1K | 0.12% | −267−6.2% | Reduced |
| Capstone Investment Advisors, LLC | 4,073 | $491.3K | 0.01% | +834+25.7% | Added |
| Atomi Financial Group, Inc. | 4,082 | $492.4K | 0.05% | +241+6.3% | Added |
| Greenleaf Trust | 4,099 | $494.4K | 0.00% | −1,326−24.4% | Reduced |
| United Community Bank | 4,106 | $495.3K | 0.19% | −46−1.1% | Reduced |
| Paragon Capital Management Ltd | 4,119 | $496.9K | 0.09% | +4+0.1% | Added |
| Wahed Invest LLC | 4,135 | $498.8K | 0.11% | +478+13.1% | Added |
| Forum Financial Management, LP | 4,159 | $501.7K | 0.01% | −135−3.1% | Reduced |
| Everhart Financial Group, Inc. | 4,177 | $503.8K | 0.15% | +612+17.2% | Added |
| Machina Capital S.A.S. | 4,202 | $506.8K | 0.27% | −1,820−30.2% | Reduced |
| CAPROCK Group, Inc. | 4,246 | $513.0K | 0.03% | +530+14.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,263 | $514.2K | 0.08% | +37+0.9% | Added |
| Central Trust Co | 4,276 | $515.8K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,279 | $516.2K | 0.02% | +1,925+81.8% | Added |
| Brown Brothers Harriman & Co | 4,310 | $519.9K | 0.00% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 4,398 | $530.5K | 0.23% | +4,398 | New |
| Change Path, LLC | 4,449 | $536.0K | 0.02% | +222+5.3% | Added |
| Group One Trading, L.P. | 4,449 | $536.6K | 0.02% | +4,449 | New |
| Boston Private Wealth LLC | 4,455 | $537.3K | 0.01% | −521−10.5% | Reduced |
| We Are One Seven, LLC | 4,604 | $555.3K | 0.03% | −49−1.1% | Reduced |
| Harbor Capital Advisors, Inc. | 4,622 | $558.0K | 0.07% | +4,622 | New |
| Schwartz Investment Counsel Inc | 4,650 | $560.9K | 0.02% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 4,755 | $573.5K | 0.15% | +2,356+98.2% | Added |
| NBC Securities, Inc. | 4,774 | $575.0K | 0.05% | +112+2.4% | Added |
| Wetherby Asset Management Inc | 4,773 | $575.7K | 0.03% | −19−0.4% | Reduced |
| Clarkston Capital Partners, LLC | 4,829 | $582.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,845 | $584.4K | 0.11% | +2,415+99.4% | Added |
| Public Sector Pension Investment Board | 4,847 | $584.6K | 0.00% | −200−4.0% | Reduced |
| AdvisorShares Investments LLC | 4,879 | $588.5K | 0.10% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,884 | $589.1K | 0.04% | +1,828+59.8% | Added |
| Aprio Wealth Management, LLC | 4,987 | $601.5K | 0.12% | +1,404+39.2% | Added |
| Lakeview Capital Partners, LLC | 4,997 | $602.7K | 0.10% | +100+2.0% | Added |
| Connectus Wealth, LLC | 5,000 | $603.1K | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 5,092 | $614.2K | 0.01% | +101+2.0% | Added |
| HighPoint Advisor Group LLC | 5,289 | $615.0K | 0.04% | +62+1.2% | Added |
| Profund Advisors LLC | 5,102 | $615.4K | 0.02% | +509+11.1% | Added |
| FCG Investment Co | 5,139 | $619.9K | 0.50% | +2,381+86.3% | Added |
| Pensionmark Financial Group, LLC | 5,244 | $632.5K | 0.09% | +5,244 | New |
| B. Metzler seel. Sohn & Co. AG | 5,284 | $637.4K | 0.01% | −117−2.2% | Reduced |
| Syon Capital LLC | 5,325 | $642.3K | 0.06% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 5,336 | $644.0K | 0.01% | +1,800+50.9% | Added |
| Lido Advisors, LLC | 5,359 | $647.5K | 0.01% | −967−15.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,371 | $647.9K | 0.05% | +5,371 | New |
| Moloney Securities Asset Management, LLC | 5,391 | $650.3K | 0.10% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 5,400 | $651.3K | 0.40% | −100−1.8% | Reduced |
| TFB Advisors LLC | 5,919 | $661.9K | 0.24% | +3,008+103.3% | Added |
| Greenfield Savings Bank | 5,490 | $662.2K | 0.35% | +489+9.8% | Added |
| Liberty Wealth Management LLC | 5,499 | $663.0K | 0.13% | +10+0.2% | Added |
| Moors & Cabot, Inc. | 5,510 | $664.6K | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 5,600 | $675.5K | 0.16% | −9,900−63.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,635 | $679.7K | 0.03% | +20.0% | Added |
| V-Square Quantitative Management LLC | 5,654 | $682.0K | 0.11% | +869+18.2% | Added |
| Rakuten Investment Management, Inc. | 5,734 | $691.6K | 0.01% | +5,198+969.8% | Added |
| Ci Investments Inc. | 5,774 | $696.0K | 0.00% | +265+4.8% | Added |
| Gateway Advisory, LLC | 5,882 | $709.5K | 0.12% | +5,882 | New |
| EHP Funds Inc. | 5,900 | $711.7K | 0.49% | −2,200−27.2% | Reduced |