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 |
|---|---|---|---|---|---|
| La Banque Postale Asset Management SA | 10,631 | $1.28M | 0.05% | −1,079−9.2% | Reduced |
| X-Square Capital, LLC | 10,938 | $1.29M | 0.61% | −12,724−53.8% | Reduced |
| LMR Partners LLP | 10,759 | $1.30M | 0.03% | −510−4.5% | Reduced |
| Huntington National Bank | 10,833 | $1.31M | 0.01% | +1,774+19.6% | Added |
| New Mexico Educational Retirement Board | 10,838 | $1.31M | 0.05% | −800−6.9% | Reduced |
| MorganRosel Wealth Management, LLC | 10,903 | $1.32M | 0.47% | −1,286−10.6% | Reduced |
| UniSuper Management Pty Ltd | 10,925 | $1.32M | 0.01% | +8,635+377.1% | Added |
| K2 Principal Fund, L.P. | 11,000 | $1.33M | 0.32% | +11,000 | New |
| Inlet Private Wealth, LLC | 11,100 | $1.34M | 0.37% | −50−0.4% | Reduced |
| CWM Advisors, LLC | 11,169 | $1.35M | 0.14% | −672−5.7% | Reduced |
| Credit Agricole S A | 12,885 | $1.37M | 0.02% | +6,785+111.2% | Added |
| Venturi Wealth Management, LLC | 11,336 | $1.37M | 0.09% | +11,163+6,452.6% | Added |
| AXS Investments LLC | 11,391 | $1.37M | 0.33% | −2,737−19.4% | Reduced |
| Jupiter Wealth Management LLC | 12,200 | $1.41M | 0.75% | +1,000+8.9% | Added |
| Synovus Financial Corp | 12,251 | $1.48M | 0.02% | −4,281−25.9% | Reduced |
| Louisiana State Employees Retirement System | 12,300 | $1.48M | 0.03% | −700−5.4% | Reduced |
| Dark Forest Capital Management LP | 12,373 | $1.49M | 0.25% | +9,886+397.5% | Added |
| Securian Asset Management, Inc | 12,493 | $1.51M | 0.04% | −1,161−8.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,523 | $1.51M | 0.02% | −19,569−61.0% | Reduced |
| Redwood Investment Management, LLC | 12,888 | $1.55M | 0.15% | −748−5.5% | Reduced |
| Private Advisor Group, LLC | 12,948 | $1.56M | 0.01% | +3,462+36.5% | Added |
| IFP Advisors, Inc | 12,959 | $1.56M | 0.07% | −576−4.3% | Reduced |
| MAI Capital Management | 12,986 | $1.57M | 0.02% | +247+1.9% | Added |
| Meiji Yasuda Life Insurance Co | 13,050 | $1.57M | 0.03% | +7,800+148.6% | Added |
| Systematic Alpha Investments, LLC | 13,088 | $1.58M | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 13,146 | $1.59M | 0.06% | +8,215+166.6% | Added |
| Atria Investments LLC | 13,347 | $1.61M | 0.02% | +3,017+29.2% | Added |
| Trivant Custom Portfolio Group, LLC | 13,446 | $1.62M | 1.03% | +13,446 | New |
| GLOBALT Investments LLC | 13,580 | $1.64M | 0.07% | −477−3.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,723 | $1.66M | 0.59% | 00.0% | Unchanged |
| Hartford Investment Management Co | 13,770 | $1.66M | 0.06% | −786−5.4% | Reduced |
| Grey Street Capital, LLC | 13,779 | $1.66M | 0.23% | +13,779 | New |
| Affinity Investment Advisors, LLC | 13,806 | $1.67M | 1.22% | −7,086−33.9% | Reduced |
| Centennial Bank | 13,858 | $1.67M | 0.86% | −14−0.1% | Reduced |
| US Bancorp | 13,888 | $1.68M | 0.00% | +1,665+13.6% | Added |
| Elo Mutual Pension Insurance Co | 14,091 | $1.70M | 0.04% | −5,068−26.5% | Reduced |
| Estate Counselors, LLC | 14,690 | $1.77M | 0.20% | −8,370−36.3% | Reduced |
| Tower Research Capital LLC (TRC) | 14,748 | $1.78M | 0.04% | −15,539−51.3% | Reduced |
| Empirical Finance, LLC | 14,811 | $1.79M | 0.11% | +260+1.8% | Added |
| Consolidated Portfolio Review Corp | 14,815 | $1.79M | 0.47% | +14,815 | New |
| PFG Investments, LLC | 14,815 | $1.79M | 0.11% | +14,815 | New |
| Apollon Wealth Management, LLC | 14,835 | $1.79M | 0.06% | +1,683+12.8% | Added |
| Maryland State Retirement & Pension System | 16,933 | $1.80M | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 14,918 | $1.80M | 0.00% | +2,354+18.7% | Added |
| Vestcor Inc | 14,971 | $1.81M | 0.06% | −7,338−32.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 14,988 | $1.81M | 0.05% | −28,140−65.2% | Reduced |
| Advisory Services Network, LLC | 15,099 | $1.82M | 0.04% | −1,047−6.5% | Reduced |
| Nomura Holdings Inc | 15,240 | $1.84M | 0.01% | +9,997+190.7% | Added |
| Versor Investments LP | 15,400 | $1.86M | 0.38% | +15,400 | New |
| Dean Capital Management | 15,527 | $1.87M | 1.09% | −1,575−9.2% | Reduced |
| Kentucky Retirement Systems | 16,108 | $1.94M | 0.06% | −1,142−6.6% | Reduced |
| Bessemer Group Inc | 16,430 | $1.98M | 0.00% | +8,555+108.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,479 | $1.99M | 0.01% | +1,357+9.0% | Added |
| ISAM Funds (UK) Ltd | 16,562 | $2.00M | 1.14% | +16,562 | New |
| Ieq Capital, LLC | 16,702 | $2.01M | 0.03% | +2,062+14.1% | Added |
| Darwin Advisors, LLC | 16,803 | $2.03M | 0.56% | +16,803 | New |
| Cambridge Investment Research Advisors, Inc. | 17,184 | $2.07M | 0.01% | −865−4.8% | Reduced |
| Sequoia Financial Advisors, LLC | 17,482 | $2.11M | 0.03% | −81−0.5% | Reduced |
| iA Global Asset Management Inc. | 17,679 | $2.13M | 0.04% | −9,838−35.8% | Reduced |
| D. E. Shaw & Co., Inc. | 17,808 | $2.15M | 0.00% | −35,882−66.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,840 | $2.15M | 0.02% | −1,380−7.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,930 | $2.16M | 0.02% | +12,247+215.5% | Added |
| Oregon Public Employees Retirement Fund | 18,181 | $2.19M | 0.04% | −77,918−81.1% | Reduced |
| Mizuho Markets Americas LLC | 18,230 | $2.20M | 0.06% | +18,230 | New |
| Trail Ridge Investment Advisors, LLC | 18,622 | $2.25M | 1.27% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19,055 | $2.30M | 0.00% | +3,577+23.1% | Added |
| Gulf International Bank (UK) Ltd | 19,071 | $2.30M | 0.06% | +74+0.4% | Added |
| Virtus Family Office LLC | 19,051 | $2.30M | 3.67% | −55−0.3% | Reduced |
| Creative Planning | 19,299 | $2.33M | 0.00% | −1,355−6.6% | Reduced |
| Harvest Investment Services, LLC | 19,369 | $2.34M | 0.94% | −52−0.3% | Reduced |
| Marshall Wace, LLP | 19,600 | $2.36M | 0.00% | +19,600 | New |
| CWM, LLC | 19,861 | $2.40M | 0.01% | +9,006+83.0% | Added |
| Raymond James Trust N.A. | 19,925 | $2.40M | 0.06% | +308+1.6% | Added |
| Bridgewater Associates, LP | 20,462 | $2.47M | 0.01% | −92,853−81.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,692 | $2.50M | 0.13% | +1,521+7.9% | Added |
| Edgestream Partners, L.P. | 21,302 | $2.57M | 0.13% | −9,655−31.2% | Reduced |
| CIBC World Markets Corp | 21,419 | $2.58M | 0.02% | −114,413−84.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,452 | $2.59M | 0.03% | +139+0.7% | Added |
| Symmetry Partners, LLC | 21,497 | $2.59M | 0.20% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 21,850 | $2.64M | 0.12% | −608−2.7% | Reduced |
| Kames Capital plc | 22,268 | $2.68M | 0.04% | −5,002−18.3% | Reduced |
| Kestra Advisory Services, LLC | 22,655 | $2.73M | 0.02% | +4,154+22.5% | Added |
| State of Alaska, Department of Revenue | 23,021 | $2.78M | 0.03% | −265−1.1% | Reduced |
| IFG Advisory, LLC | 23,202 | $2.80M | 0.21% | −4,935−17.5% | Reduced |
| Dean Investment Associates, LLC | 23,428 | $2.83M | 0.39% | −2,139−8.4% | Reduced |
| Todd Asset Management LLC | 23,438 | $2.83M | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 23,654 | $2.85M | 0.01% | +5,094+27.4% | Added |
| Panagora Asset Management Inc | 24,156 | $2.91M | 0.02% | +4,520+23.0% | Added |
| Savant Capital, LLC | 24,194 | $2.92M | 0.03% | +14,797+157.5% | Added |
| Paloma Partners Management Co | 24,391 | $2.94M | 0.43% | +18,989+351.5% | Added |
| Public Employees Retirement Association of Colorado | 24,424 | $2.95M | 0.01% | −3,458−12.4% | Reduced |
| 3Chopt Investment Partners, LLC | 24,565 | $2.97M | 1.22% | +5,884+31.5% | Added |
| Ellis Investment Partners, LLC | 24,613 | $2.97M | 0.65% | −1,170−4.5% | Reduced |
| Palisade Capital Management LLC | 24,674 | $2.98M | 0.08% | +1,164+5.0% | Added |
| Bridgeway Capital Management, LLC | 24,950 | $3.01M | 0.06% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 25,098 | $3.03M | 0.02% | +5,380+27.3% | Added |
| Stephens Inc | 25,180 | $3.04M | 0.05% | +23,082+1,100.2% | Added |
| Sib LLC | 25,255 | $3.05M | 1.44% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 25,705 | $3.10M | 1.89% | −678−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 25,716 | $3.10M | 0.06% | +8,575+50.0% | Added |