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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 11,169 | $1.35M | 0.14% | −672−5.7% | Reduced |
| Inlet Private Wealth, LLC | 11,100 | $1.34M | 0.37% | −50−0.4% | Reduced |
| K2 Principal Fund, L.P. | 11,000 | $1.33M | 0.32% | +11,000 | New |
| UniSuper Management Pty Ltd | 10,925 | $1.32M | 0.01% | +8,635+377.1% | Added |
| MorganRosel Wealth Management, LLC | 10,903 | $1.32M | 0.47% | −1,286−10.6% | Reduced |
| New Mexico Educational Retirement Board | 10,838 | $1.31M | 0.05% | −800−6.9% | Reduced |
| Huntington National Bank | 10,833 | $1.31M | 0.01% | +1,774+19.6% | Added |
| LMR Partners LLP | 10,759 | $1.30M | 0.03% | −510−4.5% | Reduced |
| X-Square Capital, LLC | 10,938 | $1.29M | 0.61% | −12,724−53.8% | Reduced |
| La Banque Postale Asset Management SA | 10,631 | $1.28M | 0.05% | −1,079−9.2% | Reduced |
| Institute for Wealth Management, LLC. | 10,500 | $1.27M | 0.16% | 00.0% | Unchanged |
| Unison Advisors LLC | 10,462 | $1.26M | 0.12% | +16+0.2% | Added |
| Lord, Abbett & Co. LLC | 10,476 | $1.26M | 0.00% | +2,368+29.2% | Added |
| Seven Eight Capital, LP | 10,457 | $1.26M | 0.13% | +10,457 | New |
| Checchi Capital Advisers, LLC | 10,437 | $1.26M | 0.10% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,390 | $1.25M | 0.10% | +2,500+31.7% | Added |
| Umb Bank N A | 10,341 | $1.25M | 0.02% | +6+0.1% | Added |
| Ostrum Asset Management | 10,276 | $1.24M | 0.10% | +63+0.6% | Added |
| Beacon Pointe Advisors, LLC | 10,241 | $1.24M | 0.01% | −388−3.7% | Reduced |
| Marshall Financial Group LLC | 10,182 | $1.23M | 0.35% | +579+6.0% | Added |
| Metis Global Partners, LLC | 10,105 | $1.22M | 0.04% | −1,254−11.0% | Reduced |
| Eqis Capital Management, Inc. | 10,103 | $1.22M | 0.10% | +152+1.5% | Added |
| Stratos Wealth Partners, LTD. | 10,006 | $1.21M | 0.02% | +112+1.1% | 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 |
| Vestmark Advisory Solutions, Inc. | 9,991 | $1.21M | 0.05% | +6,049+153.5% | Added |
| Atlas Capital Advisors LLC | 9,962 | $1.20M | 0.19% | +225+2.3% | Added |
| APG Asset Management N.V. | 10,683 | $1.19M | 0.00% | −200−1.8% | Reduced |
| SRN Advisors, LLC | 9,880 | $1.19M | 0.93% | +466+5.0% | Added |
| Centiva Capital, LP | 9,818 | $1.18M | 0.07% | −4,190−29.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 9,812 | $1.18M | 0.01% | −2,382−19.5% | Reduced |
| MQS Management LLC | 9,804 | $1.18M | 0.68% | −1,129−10.3% | Reduced |
| Plato Investment Management Ltd | 9,334 | $1.13M | 0.12% | +6,381+216.1% | Added |
| Cypress Capital Group | 9,303 | $1.12M | 0.13% | −178−1.9% | Reduced |
| Contravisory Investment Management, Inc. | 9,201 | $1.11M | 0.25% | −115−1.2% | Reduced |
| Private Advisory Group LLC | 9,121 | $1.10M | 0.16% | +622+7.3% | Added |
| EFG Asset Management (Americas) Corp. | 9,088 | $1.10M | 0.33% | −19,189−67.9% | Reduced |
| Everence Capital Management Inc | 9,050 | $1.09M | 0.07% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8,956 | $1.08M | 0.28% | +85+1.0% | Added |
| Integrated Wealth Concepts LLC | 8,878 | $1.07M | 0.02% | −1,308−12.8% | Reduced |
| Wedbush Securities Inc | 8,824 | $1.06M | 0.04% | +2,664+43.2% | Added |
| E. Ohman J:or Asset Management AB | 8,700 | $1.05M | 0.03% | 00.0% | Unchanged |
| AlTi Global, Inc. | 8,604 | $1.04M | 0.03% | −4,091−32.2% | Reduced |
| Gateway Investment Advisers LLC | 8,613 | $1.04M | 0.01% | +1,064+14.1% | Added |
| Monticello Wealth Management, LLC | 8,600 | $1.04M | 0.09% | −2,760−24.3% | Reduced |
| Schechter Investment Advisors, LLC | 8,566 | $1.03M | 0.08% | +2,786+48.2% | Added |
| Metropolitan Life Insurance Co | 8,555 | $1.03M | 0.04% | −219−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 8,539 | $1.03M | 0.01% | −1,129−11.7% | Reduced |
| CSS LLC | 8,500 | $1.03M | 0.08% | −500−5.6% | Reduced |
| Fox Run Management, L.L.C. | 8,471 | $1.02M | 0.22% | +8,471 | New |
| CIBC Private Wealth Group, LLC | 8,615 | $1.02M | 0.00% | +886+11.5% | Added |
| Jefferies Financial Group Inc. | 8,386 | $1.01M | 0.02% | −1,652−16.5% | Reduced |
| Caxton Associates LP | 8,270 | $997.5K | 0.07% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,262 | $996.6K | 0.06% | −1,852−18.3% | Reduced |
| Petra Financial Advisors Inc | 8,237 | $991.3K | 0.73% | +412+5.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,877 | $990.4K | 0.00% | +8,877 | New |
| Pinnacle Associates Ltd | 8,210 | $990.3K | 0.02% | −75−0.9% | Reduced |
| Unigestion Holding SA | 8,179 | $986.6K | 0.05% | +1,108+15.7% | Added |
| Midland Wealth Advisors LLC | 8,121 | $979.6K | 0.06% | −5−0.1% | Reduced |
| Perpetual Ltd | 8,091 | $975.9K | 0.01% | −3,853−32.3% | Reduced |
| Balentine LLC | 8,067 | $973.1K | 0.03% | −136−1.7% | Reduced |
| GeoWealth Management, LLC | 8,027 | $968.2K | 0.04% | +6,640+478.7% | Added |
| Principal Securities, Inc. | 8,008 | $965.9K | 0.03% | −1,361−14.5% | Reduced |
| Independent Financial Group, LLC | 7,945 | $958.3K | 0.04% | +1,505+23.4% | Added |
| Strategic Investment Advisors | 7,913 | $954.5K | 0.12% | −1,273−13.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 7,800 | $940.8K | 0.26% | +7,800 | New |
| Atria Wealth Solutions, Inc. | 7,750 | $934.8K | 0.01% | +1,326+20.6% | Added |
| Castlekeep Investment Advisors LLC | 7,723 | $931.5K | 0.67% | −2,752−26.3% | Reduced |
| Shell Asset Management Co | 8,443 | $930.0K | 0.04% | +4,651+122.7% | Added |
| Smith, Moore & Co. | 7,658 | $923.7K | 0.10% | +7,658 | New |
| CBOE Vest Financial, LLC | 7,617 | $918.8K | 0.02% | +5,324+232.2% | Added |
| Virtus Investment Advisers, Inc. | 7,614 | $918.4K | 0.66% | −572−7.0% | Reduced |
| Verdence Capital Advisors LLC | 7,610 | $917.9K | 0.08% | +253+3.4% | Added |
| Outlook Wealth Advisors, LLC | 7,528 | $908.1K | 0.28% | −727−8.8% | Reduced |
| WealthTrust Asset Management, LLC | 7,506 | $905.4K | 0.69% | +225+3.1% | Added |
| Veriti Management LLC | 7,502 | $904.8K | 0.07% | +152+2.1% | Added |
| Johnson Investment Counsel Inc | 7,496 | $904.2K | 0.01% | −28−0.4% | Reduced |
| Allianz SE | 7,452 | $898.9K | 0.03% | +7,452 | New |
| Bradley Foster & Sargent Inc | 7,405 | $893.2K | 0.02% | −1,778−19.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,360 | $887.8K | 0.08% | −10,077−57.8% | Reduced |
| Norinchukin Bank, The | 7,356 | $887.3K | 0.03% | −214−2.8% | Reduced |
| Engineers Gate Manager LP | 7,350 | $886.6K | 0.02% | −16,294−68.9% | Reduced |
| AE Wealth Management LLC | 7,343 | $885.8K | 0.01% | −25,457−77.6% | Reduced |
| Clarius Group, LLC | 7,308 | $881.5K | 0.06% | −251−3.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,299 | $880.4K | 0.04% | −477−6.1% | Reduced |
| SkyOak Wealth, LLC | 7,260 | $875.7K | 0.21% | +1,342+22.7% | Added |
| Fifth Third Bancorp | 7,209 | $869.5K | 0.00% | −513−6.6% | Reduced |
| Kestra Private Wealth Services, LLC | 7,193 | $867.6K | 0.02% | +30+0.4% | Added |
| Carolina Wealth Advisors, LLC | 7,182 | $866.3K | 0.47% | −20−0.3% | Reduced |
| Pitcairn Co | 7,177 | $865.7K | 0.06% | +809+12.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,170 | $864.7K | 0.00% | +4,438+162.4% | Added |
| Personal Cfo Solutions, LLC | 7,150 | $862.5K | 0.13% | +187+2.7% | Added |
| HM Payson & Co | 7,117 | $858.5K | 0.02% | −66−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,000 | $844.3K | 0.06% | −681−8.9% | Reduced |
| Penserra Capital Management LLC | 6,950 | $838.0K | 0.01% | −2,308−24.9% | Reduced |
| Fiduciary Family Office, LLC | 6,909 | $833.4K | 0.33% | +1,923+38.6% | Added |
| National Wealth Management Group, LLC | 6,859 | $827.3K | 0.64% | −72−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,731 | $811.9K | 0.02% | −93−1.4% | Reduced |
| Anchor Investment Management, LLC | 6,566 | $792.0K | 0.08% | −185−2.7% | Reduced |