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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 2,121 | $255.8K | 0.01% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 2,121 | $255.8K | 0.14% | +2,121 | New |
| Vantage Consulting Group Inc | 2,110 | $254.5K | 0.16% | −322−13.2% | Reduced |
| Denali Advisors LLC | 2,109 | $254.4K | 0.07% | +202+10.6% | Added |
| Marcum Wealth, LLC | 2,105 | $253.9K | 0.03% | −8−0.4% | Reduced |
| Kennedy Capital Management, Inc. | 2,099 | $253.2K | 0.01% | +6+0.3% | Added |
| Impact Partnership Wealth, LLC | 2,077 | $250.6K | 0.10% | +69+3.4% | Added |
| DGS Capital Management, LLC | 2,077 | $250.5K | 0.07% | +2,077 | New |
| Omnia Family Wealth, LLC | 2,065 | $249.5K | 0.12% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 2,062 | $248.7K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,056 | $248.0K | 0.06% | +2,056 | New |
| NDVR, Inc. | 2,041 | $246.2K | 0.23% | +2,041 | New |
| EP Wealth Advisors, LLC | 2,037 | $245.7K | 0.00% | +2,037 | New |
| Lake Street Advisors Group, LLC | 2,026 | $244.8K | 0.01% | −10.0% | Reduced |
| Juncture Wealth Strategies, LLC | 2,019 | $243.5K | 0.10% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,017 | $243.3K | 0.09% | +1,853+1,129.9% | Added |
| FourThought Financial Partners, LLC | 2,014 | $242.9K | 0.03% | +24+1.2% | Added |
| Nwam LLC | 2,056 | $240.7K | 0.02% | +2,056 | New |
| Nilsine Partners, LLC | 1,987 | $239.7K | 0.03% | −8−0.4% | Reduced |
| Florida Financial Advisors, LLC | 1,986 | $239.5K | 0.18% | +1,986 | New |
| American Institute for Advanced Investment Management, LLP | 1,975 | $238.2K | 0.19% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,968 | $237.4K | 0.02% | +1,968 | New |
| Bokf, NA | 1,997 | $236.5K | 0.00% | +36+1.8% | Added |
| Renasant Bank | 1,950 | $235.2K | 0.17% | −24−1.2% | Reduced |
| Clearbridge Investments, LLC | 1,950 | $235.2K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,929 | $232.7K | 0.00% | +1,929 | New |
| Pinnacle Wealth Management Group, Inc. | 1,900 | $229.2K | 0.17% | +1,900 | New |
| Phoenix Holdings Ltd. | 1,902 | $229.1K | 0.00% | +1,902 | New |
| Hancock Whitney Corp | 1,897 | $228.8K | 0.01% | −305−13.9% | Reduced |
| TD Private Client Wealth LLC | 1,867 | $225.2K | 0.01% | +9+0.5% | Added |
| Pathway Financial Advisors LLC | 1,860 | $224.4K | 0.06% | +1,860 | New |
| Wealth Alliance | 1,859 | $224.2K | 0.03% | +1,859 | New |
| Carnegie Capital Asset Management, LLC | 1,854 | $223.6K | 0.01% | +1,854 | New |
| Summit Global Investments | 1,847 | $223.0K | 0.02% | −11,747−86.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,831 | $220.9K | 0.01% | +1,831 | New |
| Clark Financial Services Group Inc | 1,821 | $220.0K | 0.26% | +1,821 | New |
| Red Door Wealth Management, LLC | 1,816 | $219.0K | 0.04% | +1,816 | New |
| Aaron Wealth Advisors | 1,802 | $217.4K | 0.03% | −511−22.1% | Reduced |
| Accurate Wealth Management, LLC | 2,051 | $216.2K | 0.06% | +130+6.8% | Added |
| ERn Financial, LLC | 1,783 | $215.1K | 0.04% | +1,783 | New |
| First Affirmative Financial Network | 1,782 | $215.0K | 0.16% | +1,782 | New |
| Lincoln National Corp | 1,781 | $214.8K | 0.00% | +1,781 | New |
| Diametric Capital, LP | 1,777 | $214.3K | 0.12% | +1,777 | New |
| Claret Asset Management Corp | 1,771 | $214.0K | 0.04% | +1,771 | New |
| Pinkerton Retirement Specialists, LLC | 1,774 | $214.0K | 0.03% | +1,774 | New |
| Strategic Wealth Partners, Ltd. | 1,770 | $213.5K | 0.02% | +1,770 | New |
| Sheaff Brock Investment Advisors, LLC | 1,745 | $210.5K | 0.02% | +1,745 | New |
| Premier Path Wealth Partners, LLC | 1,733 | $209.0K | 0.04% | +1,733 | New |
| Prudential PLC | 1,716 | $207.0K | 0.00% | −14,756−89.6% | Reduced |
| Ossiam | 1,714 | $206.7K | 0.00% | +1,714 | New |
| Advisors Asset Management, Inc. | 1,712 | $206.5K | 0.00% | −1,732−50.3% | Reduced |
| Sigma Planning Corp | 1,709 | $206.2K | 0.01% | +1,709 | New |
| South Street Advisors LLC | 1,700 | $205.1K | 0.03% | +1,700 | New |
| Capital Analysts, LLC | 1,692 | $204.0K | 0.01% | +263+18.4% | Added |
| BBR Partners, LLC | 1,688 | $203.6K | 0.02% | +1,688 | New |
| Vicus Capital | 1,683 | $203.0K | 0.02% | +1,683 | New |
| Advisor OS, LLC | 1,679 | $202.5K | 0.02% | +1,679 | New |
| Benjamin F. Edwards & Company, Inc. | 1,668 | $201.0K | 0.00% | +10+0.6% | Added |
| Quadrant Capital Group LLC | 1,592 | $192.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,587 | $191.4K | 0.01% | +16+1.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,575 | $189.9K | 0.04% | −149−8.6% | Reduced |
| Farther Finance Advisors, LLC | 1,591 | $188.5K | 0.01% | −95−5.6% | Reduced |
| Proequities, Inc. | 1,505 | $181.8K | 0.01% | +909+152.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,500 | $181.0K | 0.00% | +1,500 | New |
| Spotlight Asset Group, Inc. | 1,485 | $179.1K | 0.13% | −160−9.7% | Reduced |
| LifeSteps Financial, Inc. | 1,446 | $174.5K | 0.13% | +1,446 | New |
| C M Bidwell & Associates Ltd | 1,401 | $169.0K | 0.12% | +5+0.4% | Added |
| Allworth Financial LP | 1,306 | $157.5K | 0.00% | +86+7.0% | Added |
| Sentry Investment Management LLC | 1,261 | $152.0K | 0.06% | +1,261 | New |
| Massmutual Trust Co FSB | 1,257 | $151.6K | 0.00% | −25−2.0% | Reduced |
| Centaurus Financial, Inc. | 1,239 | $149.0K | 0.01% | −245−16.5% | Reduced |
| Hexagon Capital Partners LLC | 1,221 | $147.3K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,356 | $140.0K | 0.00% | +1,356 | New |
| GAMMA Investing LLC | 1,156 | $139.4K | 0.03% | +73+6.7% | Added |
| Private Trust Co NA | 1,108 | $133.6K | 0.01% | +355+47.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,088 | $131.5K | 0.05% | +601+123.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,078 | $130.0K | 0.01% | +777+258.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,102 | $127.5K | 0.05% | +1,102 | New |
| Plante Moran Financial Advisors, LLC | 1,000 | $120.6K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $120.6K | 0.00% | +1,000 | New |
| ICA Group Wealth Management, LLC | 981 | $118.3K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 942 | $113.6K | 0.04% | −33−3.4% | Reduced |
| State of Wyoming | 906 | $109.3K | 0.02% | −1,193−56.8% | Reduced |
| Adirondack Trust Co | 902 | $108.8K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 876 | $105.7K | 0.01% | +1+0.1% | Added |
| Salomon & Ludwin, LLC | 800 | $96.5K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 800 | $96.5K | 0.03% | +800 | New |
| Bartlett & Co. Wealth Management LLC | 782 | $94.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 757 | $91.3K | 0.01% | −152−16.7% | Reduced |
| General Partner, Inc. | 711 | $85.8K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 710 | $85.6K | 0.00% | +283+66.3% | Added |
| AllSquare Wealth Management LLC | 690 | $83.2K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 586 | $70.7K | 0.01% | −207−26.1% | Reduced |
| CVA Family Office, LLC | 570 | $68.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 551 | $66.5K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 533 | $64.3K | 0.05% | −182−25.5% | Reduced |
| Deseret Mutual Benefit Administrators | 493 | $59.5K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 455 | $54.9K | 0.01% | −3−0.7% | Reduced |
| Arlington Trust Co LLC | 440 | $53.1K | 0.01% | −35−7.4% | Reduced |
| St Germain D J Co Inc | 440 | $53.1K | 0.00% | 00.0% | Unchanged |