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 |
|---|---|---|---|---|---|
| Delap Wealth Advisory, LLC | 3,330 | $401.7K | 0.16% | +3,330 | New |
| Horizon Investments, LLC | 3,329 | $401.5K | 0.01% | −30−0.9% | Reduced |
| Fidelis Capital Partners, LLC | 3,313 | $399.6K | 0.06% | +463+16.2% | Added |
| Precision Wealth Strategies, LLC | 3,308 | $399.0K | 0.38% | −350−9.6% | Reduced |
| Harbour Investments, Inc. | 3,292 | $397.1K | 0.01% | +1,685+104.9% | Added |
| Perigon Wealth Management, LLC | 3,262 | $393.5K | 0.01% | +1,081+49.6% | Added |
| Ronald Blue Trust, Inc. | 3,188 | $384.5K | 0.01% | −473−12.9% | Reduced |
| Smithfield Trust Co | 3,161 | $381.0K | 0.02% | −120−3.7% | Reduced |
| Kathmere Capital Management, LLC | 3,144 | $379.2K | 0.04% | +407+14.9% | Added |
| Alps Advisors Inc | 3,134 | $378.0K | 0.00% | −772−19.8% | Reduced |
| AlphaCentric Advisors LLC | 3,132 | $377.8K | 0.23% | −421−11.8% | Reduced |
| Ascent Group, LLC | 3,120 | $376.3K | 0.03% | +135+4.5% | Added |
| Belpointe Asset Management LLC | 3,117 | $376.0K | 0.03% | +3,117 | New |
| E Fund Management Co., Ltd. | 3,104 | $374.4K | 0.02% | +3,104 | New |
| KMG Fiduciary Partners, LLC | 3,103 | $374.3K | 0.04% | +10.0% | Added |
| J.W. Cole Advisors, Inc. | 3,071 | $370.0K | 0.02% | +31+1.0% | Added |
| Planned Solutions, Inc. | 3,057 | $368.7K | 0.18% | +300+10.9% | Added |
| Capital Investment Advisors, LLC | 3,038 | $366.4K | 0.01% | −63−2.0% | Reduced |
| Legal Advantage Investments, Inc. | 3,020 | $364.3K | 0.20% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,008 | $362.8K | 0.13% | +700+30.3% | Added |
| Union Investments & Development Ltd. | 3,000 | $361.9K | 1.64% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,000 | $361.9K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,998 | $361.6K | 0.01% | −169−5.3% | Reduced |
| Avantax Advisory Services, Inc. | 2,965 | $357.6K | 0.00% | +2,965 | New |
| Advisor Resource Council | 3,445 | $355.6K | 0.15% | −6,650−65.9% | Reduced |
| Argent Trust Co | 2,935 | $354.0K | 0.02% | +123+4.4% | Added |
| Cutler Group LP | 2,937 | $354.0K | 0.18% | +2,937 | New |
| Ashton Thomas Private Wealth, LLC | 2,910 | $351.0K | 0.02% | −2,675−47.9% | Reduced |
| Sienna Gestion | 2,901 | $349.9K | 0.03% | +2,901 | New |
| Optimum Investment Advisors | 2,900 | $349.8K | 0.16% | −300−9.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,892 | $348.8K | 0.02% | +83+3.0% | Added |
| RFG Advisory, LLC | 2,878 | $347.2K | 0.01% | −93−3.1% | Reduced |
| Cidel Asset Management Inc | 2,869 | $346.1K | 0.03% | −1,627−36.2% | Reduced |
| Rehmann Capital Advisory Group | 2,854 | $344.4K | 0.03% | −147−4.9% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,854 | $344.3K | 0.09% | −976−25.5% | Reduced |
| Pallas Capital Advisors LLC | 2,843 | $342.9K | 0.01% | +159+5.9% | Added |
| Financial Advocates Investment Management | 2,818 | $340.0K | 0.02% | +10.0% | Added |
| Kolinsky Wealth Management, LLC | 2,808 | $338.7K | 0.26% | −178−6.0% | Reduced |
| Quent Capital, LLC | 2,808 | $338.7K | 0.04% | +390+16.1% | Added |
| Cullen/Frost Bankers, Inc. | 2,807 | $338.6K | 0.01% | +2+0.1% | Added |
| Voya Financial Advisors, Inc. | 2,849 | $336.2K | 0.04% | −206−6.7% | Reduced |
| Simplex Trading, LLC | 2,759 | $332.0K | 0.01% | +2,759 | New |
| National Asset Management, Inc. | 4,472 | $331.9K | 0.01% | +308+7.4% | Added |
| Evolution Wealth Advisors, LLC | 2,743 | $330.9K | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,740 | $330.5K | 0.01% | +159+6.2% | Added |
| D'Orazio & Associates, Inc. | 2,733 | $329.7K | 0.05% | +264+10.7% | Added |
| Verdad Advisers, LP | 2,732 | $329.5K | 0.36% | +2,732 | New |
| 1858 Wealth Management, LLC | 3,169 | $327.1K | 0.31% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,702 | $325.9K | 0.00% | −1,917−41.5% | Reduced |
| Exencial Wealth Advisors, LLC | 2,675 | $322.7K | 0.01% | −62−2.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,665 | $321.4K | 0.06% | +712+36.5% | Added |
| Burford Brothers, Inc. | 2,658 | $320.7K | 0.21% | +108+4.2% | Added |
| Brevan Howard Capital Management LP | 2,647 | $319.3K | 0.03% | +474+21.8% | Added |
| Trust Asset Management LLC | 2,627 | $316.9K | 0.03% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,620 | $316.0K | 0.16% | +2,620 | New |
| Moody National Bank Trust Division | 2,604 | $314.1K | 0.02% | −499−16.1% | Reduced |
| Waterloo Capital, L.P. | 2,580 | $311.3K | 0.04% | −282−9.9% | Reduced |
| TownSquare Capital, LLC | 2,572 | $310.2K | 0.00% | +2,572 | New |
| Eads & Heald Wealth Management | 2,538 | $306.0K | 0.14% | +85+3.5% | Added |
| Westwood Holdings Group Inc. | 2,528 | $305.0K | 0.00% | −120−4.5% | Reduced |
| Jackson Square Capital, LLC | 2,507 | $302.4K | 0.08% | +2,507 | New |
| Fortem Financial Group, LLC | 2,503 | $301.9K | 0.13% | +10.0% | Added |
| Washington Trust Bank | 2,500 | $301.6K | 0.03% | 00.0% | Unchanged |
| Marex Group plc | 2,500 | $301.6K | 0.01% | +2,500 | New |
| Old National Bancorp | 2,492 | $300.6K | 0.01% | +2,492 | New |
| SC&H Financial Advisors, Inc. | 2,480 | $299.1K | 0.08% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,478 | $298.9K | 0.01% | −15,145−85.9% | Reduced |
| Concurrent Investment Advisors, LLC | 2,470 | $297.9K | 0.01% | +2,470 | New |
| Providence Capital Advisors, LLC | 2,467 | $297.6K | 0.06% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,529 | $297.0K | 0.02% | +2,529 | New |
| First Hawaiian Bank | 2,450 | $295.5K | 0.01% | −3,831−61.0% | Reduced |
| Cipher Capital LP | 2,447 | $295.2K | 0.14% | +2,447 | New |
| Wedmont Private Capital | 2,551 | $294.4K | 0.02% | +69+2.8% | Added |
| HB Wealth Management, LLC | 2,435 | $293.7K | 0.00% | +40+1.7% | Added |
| SpiderRock Advisors, LLC | 2,641 | $291.0K | 0.01% | +2,641 | New |
| Ameritas Investment Partners, Inc. | 2,396 | $289.0K | 0.01% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 2,388 | $288.0K | 0.14% | +2,388 | New |
| Manchester Capital Management LLC | 2,385 | $287.7K | 0.04% | +11+0.5% | Added |
| Camden Capital, LLC | 2,378 | $286.8K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 2,362 | $284.9K | 0.09% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,360 | $284.7K | 0.03% | +83+3.6% | Added |
| Bramshill Investments, LLC | 2,345 | $282.9K | 0.03% | +2,345 | New |
| Siemens Fonds Invest GmbH | 2,337 | $281.9K | 0.02% | −140−5.7% | Reduced |
| Quest Partners LLC | 2,328 | $280.8K | 0.05% | −2,488−51.7% | Reduced |
| Cigna Investments Inc | 2,308 | $279.0K | 0.05% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,298 | $277.2K | 0.14% | +3+0.1% | Added |
| Banque Pictet & Cie SA | 2,290 | $276.2K | 0.00% | −784−25.5% | Reduced |
| Equitable Holdings, Inc. | 2,268 | $273.6K | 0.00% | +55+2.5% | Added |
| Riverwater Partners LLC | 2,264 | $273.1K | 0.20% | −1,284−36.2% | Reduced |
| Symmetry Investments LP | 2,262 | $272.8K | 0.03% | +2,262 | New |
| Lebenthal Global Advisors, LLC | 2,242 | $270.4K | 0.06% | +244+12.2% | Added |
| Eudaimonia Advisors LLC | 2,229 | $268.9K | 0.14% | +2,229 | New |
| Global Retirement Partners, LLC | 2,226 | $268.5K | 0.01% | +103+4.9% | Added |
| NovaPoint Capital, LLC | 2,188 | $263.9K | 0.09% | +35+1.6% | Added |
| Fiduciary Trust Co | 2,175 | $262.3K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 2,167 | $261.4K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,157 | $260.2K | 0.04% | +2,157 | New |
| Integrated Investment Consultants, LLC | 2,156 | $260.1K | 0.07% | +2,156 | New |
| Madison Asset Management, LLC | 2,140 | $258.1K | 0.00% | +2,140 | New |
| Colonial Trust Co | 2,139 | $258.0K | 0.05% | −25−1.2% | Reduced |