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 |
|---|---|---|---|---|---|
| Keebeck Wealth Management, LLC | 5,948 | $718.7K | 0.11% | 00.0% | Unchanged |
| Winton Group Ltd | 6,025 | $726.7K | 0.05% | −3,594−37.4% | Reduced |
| Signaturefd, LLC | 6,062 | $731.2K | 0.02% | +340+5.9% | Added |
| Tyler-Stone Wealth Management | 6,157 | $742.7K | 0.33% | +300+5.1% | Added |
| Westover Capital Advisors, LLC | 6,162 | $743.3K | 0.22% | +6,162 | New |
| River Street Advisors LLC | 6,207 | $748.7K | 0.51% | +289+4.9% | Added |
| Hanseatic Management Services Inc | 6,282 | $757.7K | 1.15% | +12+0.2% | Added |
| Roman Butler Fullerton & Co | 4,241 | $780.8K | 0.29% | −1,425−25.2% | Reduced |
| Strategy Asset Managers LLC | 6,522 | $786.7K | 0.17% | +239+3.8% | Added |
| Duncan Williams Asset Management, LLC | 6,558 | $791.0K | 0.71% | +6,558 | New |
| Anchor Investment Management, LLC | 6,566 | $792.0K | 0.08% | −185−2.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,731 | $811.9K | 0.02% | −93−1.4% | Reduced |
| National Wealth Management Group, LLC | 6,859 | $827.3K | 0.64% | −72−1.0% | Reduced |
| Fiduciary Family Office, LLC | 6,909 | $833.4K | 0.33% | +1,923+38.6% | Added |
| Penserra Capital Management LLC | 6,950 | $838.0K | 0.01% | −2,308−24.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,000 | $844.3K | 0.06% | −681−8.9% | Reduced |
| HM Payson & Co | 7,117 | $858.5K | 0.02% | −66−0.9% | Reduced |
| Personal Cfo Solutions, LLC | 7,150 | $862.5K | 0.13% | +187+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,170 | $864.7K | 0.00% | +4,438+162.4% | Added |
| Pitcairn Co | 7,177 | $865.7K | 0.06% | +809+12.7% | Added |
| Carolina Wealth Advisors, LLC | 7,182 | $866.3K | 0.47% | −20−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 7,193 | $867.6K | 0.02% | +30+0.4% | Added |
| Fifth Third Bancorp | 7,209 | $869.5K | 0.00% | −513−6.6% | Reduced |
| SkyOak Wealth, LLC | 7,260 | $875.7K | 0.21% | +1,342+22.7% | Added |
| Tokio Marine Asset Management Co Ltd | 7,299 | $880.4K | 0.04% | −477−6.1% | Reduced |
| Clarius Group, LLC | 7,308 | $881.5K | 0.06% | −251−3.3% | Reduced |
| AE Wealth Management LLC | 7,343 | $885.8K | 0.01% | −25,457−77.6% | Reduced |
| Engineers Gate Manager LP | 7,350 | $886.6K | 0.02% | −16,294−68.9% | Reduced |
| Norinchukin Bank, The | 7,356 | $887.3K | 0.03% | −214−2.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,360 | $887.8K | 0.08% | −10,077−57.8% | Reduced |
| Bradley Foster & Sargent Inc | 7,405 | $893.2K | 0.02% | −1,778−19.4% | Reduced |
| Allianz SE | 7,452 | $898.9K | 0.03% | +7,452 | New |
| Johnson Investment Counsel Inc | 7,496 | $904.2K | 0.01% | −28−0.4% | Reduced |
| Veriti Management LLC | 7,502 | $904.8K | 0.07% | +152+2.1% | Added |
| WealthTrust Asset Management, LLC | 7,506 | $905.4K | 0.69% | +225+3.1% | Added |
| Outlook Wealth Advisors, LLC | 7,528 | $908.1K | 0.28% | −727−8.8% | Reduced |
| Verdence Capital Advisors LLC | 7,610 | $917.9K | 0.08% | +253+3.4% | Added |
| Virtus Investment Advisers, Inc. | 7,614 | $918.4K | 0.66% | −572−7.0% | Reduced |
| CBOE Vest Financial, LLC | 7,617 | $918.8K | 0.02% | +5,324+232.2% | Added |
| Smith, Moore & Co. | 7,658 | $923.7K | 0.10% | +7,658 | New |
| Shell Asset Management Co | 8,443 | $930.0K | 0.04% | +4,651+122.7% | Added |
| Castlekeep Investment Advisors LLC | 7,723 | $931.5K | 0.67% | −2,752−26.3% | Reduced |
| Atria Wealth Solutions, Inc. | 7,750 | $934.8K | 0.01% | +1,326+20.6% | Added |
| Catalyst Funds Management Pty Ltd | 7,800 | $940.8K | 0.26% | +7,800 | New |
| Strategic Investment Advisors | 7,913 | $954.5K | 0.12% | −1,273−13.9% | Reduced |
| Independent Financial Group, LLC | 7,945 | $958.3K | 0.04% | +1,505+23.4% | Added |
| Principal Securities, Inc. | 8,008 | $965.9K | 0.03% | −1,361−14.5% | Reduced |
| GeoWealth Management, LLC | 8,027 | $968.2K | 0.04% | +6,640+478.7% | Added |
| Balentine LLC | 8,067 | $973.1K | 0.03% | −136−1.7% | Reduced |
| Perpetual Ltd | 8,091 | $975.9K | 0.01% | −3,853−32.3% | Reduced |
| Midland Wealth Advisors LLC | 8,121 | $979.6K | 0.06% | −5−0.1% | Reduced |
| Unigestion Holding SA | 8,179 | $986.6K | 0.05% | +1,108+15.7% | Added |
| Pinnacle Associates Ltd | 8,210 | $990.3K | 0.02% | −75−0.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,877 | $990.4K | 0.00% | +8,877 | New |
| Petra Financial Advisors Inc | 8,237 | $991.3K | 0.73% | +412+5.3% | Added |
| Csenge Advisory Group | 8,262 | $996.6K | 0.06% | −1,852−18.3% | Reduced |
| Caxton Associates LP | 8,270 | $997.5K | 0.07% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 8,386 | $1.01M | 0.02% | −1,652−16.5% | Reduced |
| CIBC Private Wealth Group, LLC | 8,615 | $1.02M | 0.00% | +886+11.5% | Added |
| Fox Run Management, L.L.C. | 8,471 | $1.02M | 0.22% | +8,471 | New |
| CSS LLC | 8,500 | $1.03M | 0.08% | −500−5.6% | Reduced |
| United Capital Financial Advisers, LLC | 8,539 | $1.03M | 0.01% | −1,129−11.7% | Reduced |
| Metropolitan Life Insurance Co | 8,555 | $1.03M | 0.04% | −219−2.5% | Reduced |
| Schechter Investment Advisors, LLC | 8,566 | $1.03M | 0.08% | +2,786+48.2% | Added |
| Monticello Wealth Management, LLC | 8,600 | $1.04M | 0.09% | −2,760−24.3% | Reduced |
| Gateway Investment Advisers LLC | 8,613 | $1.04M | 0.01% | +1,064+14.1% | Added |
| AlTi Global, Inc. | 8,604 | $1.04M | 0.03% | −4,091−32.2% | Reduced |
| E. Ohman J:or Asset Management AB | 8,700 | $1.05M | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,824 | $1.06M | 0.04% | +2,664+43.2% | Added |
| Integrated Wealth Concepts LLC | 8,878 | $1.07M | 0.02% | −1,308−12.8% | Reduced |
| Aspire Private Capital, LLC | 8,956 | $1.08M | 0.28% | +85+1.0% | Added |
| Everence Capital Management Inc | 9,050 | $1.09M | 0.07% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 9,088 | $1.10M | 0.33% | −19,189−67.9% | Reduced |
| Private Advisory Group LLC | 9,121 | $1.10M | 0.16% | +622+7.3% | Added |
| Contravisory Investment Management, Inc. | 9,201 | $1.11M | 0.25% | −115−1.2% | Reduced |
| Cypress Capital Group | 9,303 | $1.12M | 0.13% | −178−1.9% | Reduced |
| Plato Investment Management Ltd | 9,334 | $1.13M | 0.12% | +6,381+216.1% | Added |
| MQS Management LLC | 9,804 | $1.18M | 0.68% | −1,129−10.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 9,812 | $1.18M | 0.01% | −2,382−19.5% | Reduced |
| Centiva Capital, LP | 9,818 | $1.18M | 0.07% | −4,190−29.9% | Reduced |
| SRN Advisors, LLC | 9,880 | $1.19M | 0.93% | +466+5.0% | Added |
| APG Asset Management N.V. | 10,683 | $1.19M | 0.00% | −200−1.8% | Reduced |
| Atlas Capital Advisors LLC | 9,962 | $1.20M | 0.19% | +225+2.3% | Added |
| Vestmark Advisory Solutions, Inc. | 9,991 | $1.21M | 0.05% | +6,049+153.5% | Added |
| Washington Capital Management Inc | 10,000 | $1.21M | 0.98% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $1.21M | 0.15% | 00.0% | Unchanged |
| Interval Partners, LP | 10,000 | $1.21M | 0.05% | +10,000 | New |
| Stratos Wealth Partners, LTD. | 10,006 | $1.21M | 0.02% | +112+1.1% | Added |
| Eqis Capital Management, Inc. | 10,103 | $1.22M | 0.10% | +152+1.5% | Added |
| Metis Global Partners, LLC | 10,105 | $1.22M | 0.04% | −1,254−11.0% | Reduced |
| Marshall Financial Group LLC | 10,182 | $1.23M | 0.35% | +579+6.0% | Added |
| Beacon Pointe Advisors, LLC | 10,241 | $1.24M | 0.01% | −388−3.7% | Reduced |
| Ostrum Asset Management | 10,276 | $1.24M | 0.10% | +63+0.6% | Added |
| Umb Bank N A | 10,341 | $1.25M | 0.02% | +6+0.1% | Added |
| Transcend Wealth Collective, LLC | 10,390 | $1.25M | 0.10% | +2,500+31.7% | Added |
| Checchi Capital Advisers, LLC | 10,437 | $1.26M | 0.10% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 10,457 | $1.26M | 0.13% | +10,457 | New |
| Lord, Abbett & Co. LLC | 10,476 | $1.26M | 0.00% | +2,368+29.2% | Added |
| Unison Advisors LLC | 10,462 | $1.26M | 0.12% | +16+0.2% | Added |
| Institute for Wealth Management, LLC. | 10,500 | $1.27M | 0.16% | 00.0% | Unchanged |