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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 27,398 | $3.29M | 0.06% | −5,674−17.2% | Reduced |
| Blair William & Co | 27,269 | $3.29M | 0.01% | +516+1.9% | Added |
| Family Management Corp | 26,933 | $3.25M | 0.60% | +26,933 | New |
| Broad Peak Investment Holdings Ltd. | 26,500 | $3.20M | 0.60% | −17,600−39.9% | Reduced |
| Trustmark National Bank Trust Department | 26,272 | $3.17M | 0.26% | +2,011+8.3% | Added |
| Nissay Asset Management Corp | 26,104 | $3.15M | 0.02% | +45+0.2% | Added |
| Commerce Bank | 26,082 | $3.15M | 0.02% | −1,824−6.5% | Reduced |
| Wright Investors Service Inc | 26,055 | $3.14M | 0.80% | −4,725−15.4% | Reduced |
| Hennessy Advisors Inc | 26,000 | $3.14M | 0.13% | −20,100−43.6% | Reduced |
| British Columbia Investment Management Corp | 25,742 | $3.10M | 0.02% | +472+1.9% | Added |
| Crossmark Global Holdings, Inc. | 25,716 | $3.10M | 0.06% | +8,575+50.0% | Added |
| Peak Financial Advisors LLC | 25,705 | $3.10M | 1.89% | −678−2.6% | Reduced |
| Sib LLC | 25,255 | $3.05M | 1.44% | 00.0% | Unchanged |
| Stephens Inc | 25,180 | $3.04M | 0.05% | +23,082+1,100.2% | Added |
| Daiwa Securities Group Inc. | 25,098 | $3.03M | 0.02% | +5,380+27.3% | Added |
| Bridgeway Capital Management, LLC | 24,950 | $3.01M | 0.06% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 24,674 | $2.98M | 0.08% | +1,164+5.0% | Added |
| Ellis Investment Partners, LLC | 24,613 | $2.97M | 0.65% | −1,170−4.5% | Reduced |
| 3Chopt Investment Partners, LLC | 24,565 | $2.97M | 1.22% | +5,884+31.5% | Added |
| Public Employees Retirement Association of Colorado | 24,424 | $2.95M | 0.01% | −3,458−12.4% | Reduced |
| Paloma Partners Management Co | 24,391 | $2.94M | 0.43% | +18,989+351.5% | Added |
| Savant Capital, LLC | 24,194 | $2.92M | 0.03% | +14,797+157.5% | Added |
| Panagora Asset Management Inc | 24,156 | $2.91M | 0.02% | +4,520+23.0% | Added |
| Cerity Partners LLC | 23,654 | $2.85M | 0.01% | +5,094+27.4% | Added |
| Todd Asset Management LLC | 23,438 | $2.83M | 0.06% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 23,428 | $2.83M | 0.39% | −2,139−8.4% | Reduced |
| IFG Advisory, LLC | 23,202 | $2.80M | 0.21% | −4,935−17.5% | Reduced |
| State of Alaska, Department of Revenue | 23,021 | $2.78M | 0.03% | −265−1.1% | Reduced |
| Kestra Advisory Services, LLC | 22,655 | $2.73M | 0.02% | +4,154+22.5% | Added |
| Kames Capital plc | 22,268 | $2.68M | 0.04% | −5,002−18.3% | Reduced |
| Geneos Wealth Management Inc. | 21,850 | $2.64M | 0.12% | −608−2.7% | Reduced |
| Symmetry Partners, LLC | 21,497 | $2.59M | 0.20% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,452 | $2.59M | 0.03% | +139+0.7% | Added |
| CIBC World Markets Corp | 21,419 | $2.58M | 0.02% | −114,413−84.2% | Reduced |
| Edgestream Partners, L.P. | 21,302 | $2.57M | 0.13% | −9,655−31.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,692 | $2.50M | 0.13% | +1,521+7.9% | Added |
| Bridgewater Associates, LP | 20,462 | $2.47M | 0.01% | −92,853−81.9% | Reduced |
| Raymond James Trust N.A. | 19,925 | $2.40M | 0.06% | +308+1.6% | Added |
| CWM, LLC | 19,861 | $2.40M | 0.01% | +9,006+83.0% | Added |
| Marshall Wace, LLP | 19,600 | $2.36M | 0.00% | +19,600 | New |
| Harvest Investment Services, LLC | 19,369 | $2.34M | 0.94% | −52−0.3% | Reduced |
| Creative Planning | 19,299 | $2.33M | 0.00% | −1,355−6.6% | Reduced |
| Virtus Family Office LLC | 19,051 | $2.30M | 3.67% | −55−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 19,071 | $2.30M | 0.06% | +74+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19,055 | $2.30M | 0.00% | +3,577+23.1% | Added |
| Trail Ridge Investment Advisors, LLC | 18,622 | $2.25M | 1.27% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 18,230 | $2.20M | 0.06% | +18,230 | New |
| Oregon Public Employees Retirement Fund | 18,181 | $2.19M | 0.04% | −77,918−81.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,930 | $2.16M | 0.02% | +12,247+215.5% | Added |
| Teachers Retirement System of the State of Kentucky | 17,840 | $2.15M | 0.02% | −1,380−7.2% | Reduced |
| D. E. Shaw & Co., Inc. | 17,808 | $2.15M | 0.00% | −35,882−66.8% | Reduced |
| iA Global Asset Management Inc. | 17,679 | $2.13M | 0.04% | −9,838−35.8% | Reduced |
| Sequoia Financial Advisors, LLC | 17,482 | $2.11M | 0.03% | −81−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,184 | $2.07M | 0.01% | −865−4.8% | Reduced |
| Darwin Advisors, LLC | 16,803 | $2.03M | 0.56% | +16,803 | New |
| Ieq Capital, LLC | 16,702 | $2.01M | 0.03% | +2,062+14.1% | Added |
| ISAM Funds (UK) Ltd | 16,562 | $2.00M | 1.14% | +16,562 | New |
| Envestnet Portfolio Solutions, Inc. | 16,479 | $1.99M | 0.01% | +1,357+9.0% | Added |
| Bessemer Group Inc | 16,430 | $1.98M | 0.00% | +8,555+108.6% | Added |
| Kentucky Retirement Systems | 16,108 | $1.94M | 0.06% | −1,142−6.6% | Reduced |
| Dean Capital Management | 15,527 | $1.87M | 1.09% | −1,575−9.2% | Reduced |
| Versor Investments LP | 15,400 | $1.86M | 0.38% | +15,400 | New |
| Nomura Holdings Inc | 15,240 | $1.84M | 0.01% | +9,997+190.7% | Added |
| Advisory Services Network, LLC | 15,099 | $1.82M | 0.04% | −1,047−6.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 14,988 | $1.81M | 0.05% | −28,140−65.2% | Reduced |
| Vestcor Inc | 14,971 | $1.81M | 0.06% | −7,338−32.9% | Reduced |
| Thrivent Financial for Lutherans | 14,918 | $1.80M | 0.00% | +2,354+18.7% | Added |
| Maryland State Retirement & Pension System | 16,933 | $1.80M | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 14,835 | $1.79M | 0.06% | +1,683+12.8% | 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 |
| Empirical Finance, LLC | 14,811 | $1.79M | 0.11% | +260+1.8% | Added |
| Tower Research Capital LLC (TRC) | 14,748 | $1.78M | 0.04% | −15,539−51.3% | Reduced |
| Estate Counselors, LLC | 14,690 | $1.77M | 0.20% | −8,370−36.3% | Reduced |
| Elo Mutual Pension Insurance Co | 14,091 | $1.70M | 0.04% | −5,068−26.5% | Reduced |
| US Bancorp | 13,888 | $1.68M | 0.00% | +1,665+13.6% | Added |
| Centennial Bank | 13,858 | $1.67M | 0.86% | −14−0.1% | Reduced |
| Affinity Investment Advisors, LLC | 13,806 | $1.67M | 1.22% | −7,086−33.9% | Reduced |
| Grey Street Capital, LLC | 13,779 | $1.66M | 0.23% | +13,779 | New |
| Hartford Investment Management Co | 13,770 | $1.66M | 0.06% | −786−5.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,723 | $1.66M | 0.59% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 13,580 | $1.64M | 0.07% | −477−3.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 13,446 | $1.62M | 1.03% | +13,446 | New |
| Atria Investments LLC | 13,347 | $1.61M | 0.02% | +3,017+29.2% | Added |
| Banque Cantonale Vaudoise | 13,146 | $1.59M | 0.06% | +8,215+166.6% | Added |
| Systematic Alpha Investments, LLC | 13,088 | $1.58M | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 13,050 | $1.57M | 0.03% | +7,800+148.6% | Added |
| MAI Capital Management | 12,986 | $1.57M | 0.02% | +247+1.9% | Added |
| IFP Advisors, Inc | 12,959 | $1.56M | 0.07% | −576−4.3% | Reduced |
| Private Advisor Group, LLC | 12,948 | $1.56M | 0.01% | +3,462+36.5% | Added |
| Redwood Investment Management, LLC | 12,888 | $1.55M | 0.15% | −748−5.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,523 | $1.51M | 0.02% | −19,569−61.0% | Reduced |
| Securian Asset Management, Inc | 12,493 | $1.51M | 0.04% | −1,161−8.5% | Reduced |
| Dark Forest Capital Management LP | 12,373 | $1.49M | 0.25% | +9,886+397.5% | Added |
| Louisiana State Employees Retirement System | 12,300 | $1.48M | 0.03% | −700−5.4% | Reduced |
| Synovus Financial Corp | 12,251 | $1.48M | 0.02% | −4,281−25.9% | Reduced |
| Jupiter Wealth Management LLC | 12,200 | $1.41M | 0.75% | +1,000+8.9% | Added |
| AXS Investments LLC | 11,391 | $1.37M | 0.33% | −2,737−19.4% | Reduced |
| Venturi Wealth Management, LLC | 11,336 | $1.37M | 0.09% | +11,163+6,452.6% | Added |
| Credit Agricole S A | 12,885 | $1.37M | 0.02% | +6,785+111.2% | Added |