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 |
|---|---|---|---|---|---|
| Duncan Williams Asset Management, LLC | 6,558 | $791.0K | 0.71% | +6,558 | New |
| Strategy Asset Managers LLC | 6,522 | $786.7K | 0.17% | +239+3.8% | Added |
| Roman Butler Fullerton & Co | 4,241 | $780.8K | 0.29% | −1,425−25.2% | Reduced |
| Hanseatic Management Services Inc | 6,282 | $757.7K | 1.15% | +12+0.2% | Added |
| River Street Advisors LLC | 6,207 | $748.7K | 0.51% | +289+4.9% | Added |
| Westover Capital Advisors, LLC | 6,162 | $743.3K | 0.22% | +6,162 | New |
| Tyler-Stone Wealth Management | 6,157 | $742.7K | 0.33% | +300+5.1% | Added |
| Signaturefd, LLC | 6,062 | $731.2K | 0.02% | +340+5.9% | Added |
| Winton Group Ltd | 6,025 | $726.7K | 0.05% | −3,594−37.4% | Reduced |
| Keebeck Wealth Management, LLC | 5,948 | $718.7K | 0.11% | 00.0% | Unchanged |
| EHP Funds Inc. | 5,900 | $711.7K | 0.49% | −2,200−27.2% | Reduced |
| Gateway Advisory, LLC | 5,882 | $709.5K | 0.12% | +5,882 | New |
| Ci Investments Inc. | 5,774 | $696.0K | 0.00% | +265+4.8% | Added |
| Rakuten Investment Management, Inc. | 5,734 | $691.6K | 0.01% | +5,198+969.8% | Added |
| V-Square Quantitative Management LLC | 5,654 | $682.0K | 0.11% | +869+18.2% | Added |
| Beacon Investment Advisory Services, Inc. | 5,635 | $679.7K | 0.03% | +20.0% | Added |
| Axq Capital, LP | 5,600 | $675.5K | 0.16% | −9,900−63.9% | Reduced |
| Moors & Cabot, Inc. | 5,510 | $664.6K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5,499 | $663.0K | 0.13% | +10+0.2% | Added |
| Greenfield Savings Bank | 5,490 | $662.2K | 0.35% | +489+9.8% | Added |
| TFB Advisors LLC | 5,919 | $661.9K | 0.24% | +3,008+103.3% | Added |
| Patron Partners Advisors, LLC | 5,400 | $651.3K | 0.40% | −100−1.8% | Reduced |
| Moloney Securities Asset Management, LLC | 5,391 | $650.3K | 0.10% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 5,371 | $647.9K | 0.05% | +5,371 | New |
| Lido Advisors, LLC | 5,359 | $647.5K | 0.01% | −967−15.3% | Reduced |
| Peapack Gladstone Financial Corp | 5,336 | $644.0K | 0.01% | +1,800+50.9% | Added |
| Syon Capital LLC | 5,325 | $642.3K | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,284 | $637.4K | 0.01% | −117−2.2% | Reduced |
| Pensionmark Financial Group, LLC | 5,244 | $632.5K | 0.09% | +5,244 | New |
| FCG Investment Co | 5,139 | $619.9K | 0.50% | +2,381+86.3% | Added |
| Profund Advisors LLC | 5,102 | $615.4K | 0.02% | +509+11.1% | Added |
| HighPoint Advisor Group LLC | 5,289 | $615.0K | 0.04% | +62+1.2% | Added |
| Tocqueville Asset Management L.P. | 5,092 | $614.2K | 0.01% | +101+2.0% | Added |
| Connectus Wealth, LLC | 5,000 | $603.1K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 4,997 | $602.7K | 0.10% | +100+2.0% | Added |
| Aprio Wealth Management, LLC | 4,987 | $601.5K | 0.12% | +1,404+39.2% | Added |
| NEOS Investment Management LLC | 4,884 | $589.1K | 0.04% | +1,828+59.8% | Added |
| AdvisorShares Investments LLC | 4,879 | $588.5K | 0.10% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 4,847 | $584.6K | 0.00% | −200−4.0% | Reduced |
| Concord Wealth Partners | 4,845 | $584.4K | 0.11% | +2,415+99.4% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $582.5K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,773 | $575.7K | 0.03% | −19−0.4% | Reduced |
| NBC Securities, Inc. | 4,774 | $575.0K | 0.05% | +112+2.4% | Added |
| Concord Asset Management, LLC | 4,755 | $573.5K | 0.15% | +2,356+98.2% | Added |
| Schwartz Investment Counsel Inc | 4,650 | $560.9K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,622 | $558.0K | 0.07% | +4,622 | New |
| We Are One Seven, LLC | 4,604 | $555.3K | 0.03% | −49−1.1% | Reduced |
| Boston Private Wealth LLC | 4,455 | $537.3K | 0.01% | −521−10.5% | Reduced |
| Group One Trading, L.P. | 4,449 | $536.6K | 0.02% | +4,449 | New |
| Change Path, LLC | 4,449 | $536.0K | 0.02% | +222+5.3% | Added |
| Yeomans Consulting Group, Inc. | 4,398 | $530.5K | 0.23% | +4,398 | New |
| Brown Brothers Harriman & Co | 4,310 | $519.9K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,279 | $516.2K | 0.02% | +1,925+81.8% | Added |
| Central Trust Co | 4,276 | $515.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,263 | $514.2K | 0.08% | +37+0.9% | Added |
| CAPROCK Group, Inc. | 4,246 | $513.0K | 0.03% | +530+14.3% | Added |
| Machina Capital S.A.S. | 4,202 | $506.8K | 0.27% | −1,820−30.2% | Reduced |
| Everhart Financial Group, Inc. | 4,177 | $503.8K | 0.15% | +612+17.2% | Added |
| Forum Financial Management, LP | 4,159 | $501.7K | 0.01% | −135−3.1% | Reduced |
| Wahed Invest LLC | 4,135 | $498.8K | 0.11% | +478+13.1% | Added |
| Paragon Capital Management Ltd | 4,119 | $496.9K | 0.09% | +4+0.1% | Added |
| United Community Bank | 4,106 | $495.3K | 0.19% | −46−1.1% | Reduced |
| Greenleaf Trust | 4,099 | $494.4K | 0.00% | −1,326−24.4% | Reduced |
| Atomi Financial Group, Inc. | 4,082 | $492.4K | 0.05% | +241+6.3% | Added |
| Capstone Investment Advisors, LLC | 4,073 | $491.3K | 0.01% | +834+25.7% | Added |
| Family Firm, Inc. | 4,071 | $491.1K | 0.12% | −267−6.2% | Reduced |
| Financial Counselors Inc | 4,067 | $490.6K | 0.01% | −50−1.2% | Reduced |
| Raleigh Capital Management Inc. | 4,039 | $487.1K | 0.21% | +108+2.7% | Added |
| Yorktown Management & Research Co Inc | 4,000 | $482.5K | 0.46% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,966 | $478.4K | 0.01% | −430−9.8% | Reduced |
| Tectonic Advisors LLC | 3,944 | $475.7K | 0.04% | +199+5.3% | Added |
| Moody Aldrich Partners LLC | 3,935 | $474.6K | 0.08% | −21−0.5% | Reduced |
| Kapitalo Investimentos Ltda | 3,877 | $467.6K | 0.10% | −1,049−21.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $466.0K | 0.02% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,857 | $465.2K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,842 | $463.4K | 0.09% | −75−1.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,840 | $463.0K | 0.33% | +650+20.4% | Added |
| Richard W. Paul & Associates, LLC | 3,834 | $462.5K | 0.18% | −509−11.7% | Reduced |
| Ballentine Partners, LLC | 3,757 | $453.2K | 0.01% | +151+4.2% | Added |
| Parallel Advisors, LLC | 3,747 | $452.0K | 0.01% | −413−9.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,741 | $451.0K | 0.11% | 00.0% | Unchanged |
| Patten Group, Inc. | 3,696 | $445.8K | 0.11% | −31−0.8% | Reduced |
| Ellevest, Inc. | 3,641 | $439.2K | 0.03% | +386+11.9% | Added |
| One Wealth Advisors, LLC | 3,618 | $437.1K | 0.08% | −26−0.7% | Reduced |
| FDx Advisors, Inc. | 3,603 | $435.0K | 0.07% | −1,342−27.1% | Reduced |
| Smartleaf Asset Management LLC | 3,648 | $430.5K | 0.08% | +1,780+95.3% | Added |
| 180 Wealth Advisors, LLC | 3,505 | $422.8K | 0.08% | +1,301+59.0% | Added |
| NorthRock Partners, LLC | 3,495 | $422.3K | 0.02% | +6+0.2% | Added |
| Harvest Fund Management Co., Ltd | 3,492 | $421.0K | 0.04% | −2,120−37.8% | Reduced |
| Burns Matteson Capital Management, LLC | 3,478 | $419.5K | 0.27% | +3,478 | New |
| Entropy Technologies, LP | 3,470 | $418.6K | 0.04% | +3,470 | New |
| Menard Financial Group LLC | 3,454 | $416.6K | 0.35% | +1,217+54.4% | Added |
| Bleakley Financial Group, LLC | 3,451 | $416.3K | 0.01% | +77+2.3% | Added |
| Simplicity Wealth,LLC | 3,451 | $416.3K | 0.01% | +3,451 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,428 | $413.5K | 0.04% | −104−2.9% | Reduced |
| Brown Capital Management LLC | 3,399 | $410.0K | 0.01% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 3,389 | $408.8K | 0.19% | +3,389 | New |
| CoreCap Advisors, LLC | 3,388 | $408.7K | 0.02% | +100+3.0% | Added |
| Readystate Asset Management LP | 3,350 | $404.1K | 0.01% | +3,350 | New |
| First Horizon Advisors, Inc. | 3,348 | $403.8K | 0.01% | −246−6.8% | Reduced |