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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
Raffa Wealth Management, LLC11$1.33K0.00%00.0%Unchanged
Creekmur Asset Management LLC10$1.21K0.00%+10New
TFC Financial Management9$1.09K0.00%+1+12.5%Added
Cornerstone Planning Group LLC9$1.05K0.00%+9New
Asset Dedication, LLC5$1.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC7$8450.00%+7New
Colonial Trust Advisors7$8440.00%−49−87.5%Reduced
Newbridge Financial Services Group, Inc.6$7240.00%+6New
NVWM, LLC5$6030.00%+5New
WestEnd Advisors, LLC1$1210.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Erste Asset Management GmbH0$00.00%−1,130−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−556,284−100.0%Sold out
Candlestick Capital Management LP0$00.00%−324,831−100.0%Sold out
Acadian Asset Management LLC0$00.00%−112,661−100.0%Sold out
Trexquant Investment LP0$00.00%−84,783−100.0%Sold out
Castleark Management LLC0$00.00%−37,540−100.0%Sold out
PEAK6 Investments LLC0$00.00%−29,677−100.0%Sold out
Two Sigma Investments, LP0$00.00%−29,100−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−28,464−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−27,000−100.0%Sold out
Rock Point Advisors, LLC0$00.00%−23,560−100.0%Sold out
Advisors Preferred, LLC0$00.00%−22,354−100.0%Sold out
Icon Advisers Inc0$00.00%−17,800−100.0%Sold out
FJ Capital Management LLC0$00.00%−15,683−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−13,362−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−13,235−100.0%Sold out
UBS Oconnor LLC0$00.00%−12,918−100.0%Sold out
Cetera Advisors LLC0$00.00%−12,117−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−11,910−100.0%Sold out
IMC-Chicago, LLC0$00.00%−11,819−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−11,308−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,975−100.0%Sold out
TCW Group Inc0$00.00%−10,825−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−9,900−100.0%Sold out
Polianta Ltd0$00.00%−9,800−100.0%Sold out
Cascade Investment Advisors, Inc.0$00.00%−8,165−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−6,856−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−6,814−100.0%Sold out
Stevens Capital Management LP0$00.00%−6,528−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−6,200−100.0%Sold out
Oak Thistle LLC0$00.00%−6,058−100.0%Sold out
Banco Santander, S.A.0$00.00%−6,018−100.0%Sold out
Numerai GP LLC0$00.00%−5,984−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−5,687−100.0%Sold out
FJ Investments, LLC0$00.00%−5,559−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−5,023−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−4,513−100.0%Sold out
Tactive Advisors, LLC0$00.00%−4,143−100.0%Sold out
Capula Management Ltd0$00.00%−4,080−100.0%Sold out
CenterBook Partners LP0$00.00%−4,026−100.0%Sold out
Colonial River Wealth Management, LLC0$00.00%−3,989−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−3,765−100.0%Sold out
AIA Group Ltd0$00.00%−3,636−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−3,393−100.0%Sold out
Nebula Research & Development LLC0$00.00%−3,297−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−3,206−100.0%Sold out
Kovack Advisors, Inc.0$00.00%−2,906−100.0%Sold out
Algert Global LLC0$00.00%−2,904−100.0%Sold out
Power Corp of Canada0$00.00%−2,901−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−2,690−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−2,516−100.0%Sold out
Scientech Research LLC0$00.00%−2,404−100.0%Sold out
Calton & Associates, Inc.0$00.00%−2,387−100.0%Sold out
Glassman Wealth Services0$00.00%−2,216−100.0%Sold out
Insigneo Advisory Services, LLC0$00.00%−2,209−100.0%Sold out
XTX Topco Ltd0$00.00%−2,156−100.0%Sold out
Three Seasons Wealth, LLC0$00.00%−2,017−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,940−100.0%Sold out
Arlington Partners LLC0$00.00%−440−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−422−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−302−100.0%Sold out
Quarry LP0$00.00%−240−100.0%Sold out
Winthrop Capital Management, LLC0$00.00%−237−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−234−100.0%Sold out
Lee Financial Co0$00.00%−220−100.0%Sold out
Core Alternative Capital0$00.00%−180−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−103−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−100−100.0%Sold out
New Millennium Group LLC0$00.00%−89−100.0%Sold out
Liberty One Investment Management, LLC0$00.00%−88−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−46−100.0%Sold out
American National Bank0$00.00%−34−100.0%Sold out
Motco0$00.00%−19−100.0%Sold out
Evergreen Private Wealth LLC0$00.00%−5−100.0%Sold out
Putnam Investments LLC––––Not filed
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Telemus Capital, LLC––––Not filed
Sawtooth Solutions, LLC––––Not filed
Moreno Evelyn V––––Not filed
Watershed Asset Management, L.L.C.––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Bartlett & Co. LLC––––Not filed
Baystate Wealth Management LLC––––Not filed
Provence Wealth Management Group––––Not filed
Fairfield Financial Advisors, LTD––––Not filed