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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 20,278 | $52.9K | 0.01% | −100−0.5% | Reduced |
| Hantz Financial Services, Inc. | 432 | $52.0K | 0.00% | −105−19.6% | Reduced |
| Spire Wealth Management | 430 | $51.9K | 0.00% | +275+177.4% | Added |
| Friedenthal Financial | 428 | $51.6K | 0.03% | −25−5.5% | Reduced |
| Grove Bank & Trust | 421 | $50.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 415 | $50.0K | 0.03% | −2,168−83.9% | Reduced |
| Lindbrook Capital, LLC | 414 | $49.9K | 0.00% | +35+9.2% | Added |
| Financial Perspectives, Inc | 410 | $49.5K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $48.2K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 390 | $47.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 378 | $45.6K | 0.00% | +111+41.6% | Added |
| Pacific Center for Financial Services | 356 | $42.9K | 0.01% | −242−40.5% | Reduced |
| EntryPoint Capital, LLC | 351 | $42.3K | 0.04% | −399−53.2% | Reduced |
| DT Investment Partners, LLC | 334 | $40.3K | 0.00% | −65−16.3% | Reduced |
| Creative Financial Designs Inc | 333 | $40.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 333 | $39.4K | 0.08% | −59−15.1% | Reduced |
| Parkside Financial Bank & Trust | 315 | $38.0K | 0.01% | +24+8.2% | Added |
| Altshuler Shaham Ltd | 304 | $36.7K | 0.00% | −149−32.9% | Reduced |
| WealthCollab, LLC | 300 | $36.2K | 0.03% | +36+13.6% | Added |
| Byrne Asset Management LLC | 292 | $35.2K | 0.02% | +45+18.2% | Added |
| Sandy Spring Bank | 288 | $34.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 285 | $34.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 284 | $34.3K | 0.03% | +100+54.3% | Added |
| Whittier Trust Co | 280 | $33.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 236 | $28.5K | 0.01% | +236 | New |
| Bell Investment Advisors, Inc | 234 | $28.2K | 0.01% | +13+5.9% | Added |
| CNB Bank | 227 | $27.4K | 0.01% | +30+15.2% | Added |
| Rothschild Investment LLC | 217 | $26.2K | 0.00% | +25+13.0% | Added |
| Benjamin Edwards Inc | 215 | $26.0K | 0.01% | +215 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 215 | $26.0K | 0.02% | +215 | New |
| Community Bank, N.A. | 210 | $25.3K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 186 | $22.4K | 0.01% | −69−27.1% | Reduced |
| Continuum Advisory, LLC | 163 | $19.1K | 0.00% | +163 | New |
| Naples Money Management LLC | 150 | $18.1K | 0.02% | −150−50.0% | Reduced |
| Westside Investment Management, Inc. | 150 | $18.1K | 0.00% | +150 | New |
| WR Wealth Planners, LLC | 150 | $18.1K | 0.01% | +150 | New |
| Farmers & Merchants Investments Inc | 149 | $18.0K | 0.00% | −4−2.6% | Reduced |
| AdvisorNet Financial, Inc | 148 | $17.8K | 0.00% | −279−65.3% | Reduced |
| VisionPoint Advisory Group, LLC | 139 | $16.8K | 0.01% | +139 | New |
| Nemes Rush Group LLC | 134 | $16.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 144 | $16.0K | 0.00% | −164−53.2% | Reduced |
| Financial Management Professionals, Inc. | 136 | $16.0K | 0.00% | −73−34.9% | Reduced |
| Carolinas Wealth Consulting LLC | 131 | $15.8K | 0.00% | −20−13.2% | Reduced |
| Fortitude Family Office, LLC | 129 | $15.6K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 128 | $15.5K | 0.01% | +61+91.0% | Added |
| Distillate Capital Partners LLC | 127 | $15.3K | 2.57% | +127 | New |
| PFG Private Wealth Management, LLC | 126 | $15.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 125 | $15.1K | 0.01% | +125 | New |
| West Oak Capital, LLC | 125 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 120 | $14.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 119 | $14.4K | 0.00% | +19+19.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 113 | $13.6K | 0.00% | −4−3.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 108 | $13.1K | 0.00% | −8−6.9% | Reduced |
| JJJ Advisors Inc. | 106 | $12.8K | 0.00% | −1−0.9% | Reduced |
| Sofos Investments, Inc. | 105 | $12.8K | 0.00% | +93+775.0% | Added |
| Brown, Lisle/Cummings, Inc. | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 99 | $11.9K | 0.00% | +46+86.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 98 | $11.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 89 | $11.0K | 0.00% | +4+4.7% | Added |
| Aspect Partners, LLC | 87 | $10.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 86 | $10.4K | 0.01% | −8−8.5% | Reduced |
| Private Wealth Management Group, LLC | 83 | $10.0K | 0.00% | −4−4.6% | Reduced |
| SJS Investment Consulting Inc. | 70 | $8.44K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 69 | $8.32K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 68 | $8.20K | 0.00% | −292−81.1% | Reduced |
| LGT Financial Advisors LLC | 61 | $7.36K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 60 | $7.24K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 56 | $7.00K | 0.00% | +4+7.7% | Added |
| Avion Wealth | 58 | $7.00K | 0.00% | +7+13.7% | Added |
| DiNuzzo Private Wealth, Inc. | 57 | $6.88K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 57 | $6.88K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56 | $6.75K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 55 | $6.63K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $6.51K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 54 | $6.51K | 0.01% | +11+25.6% | Added |
| TD Waterhouse Canada Inc. | 42 | $6.47K | 0.00% | −228−84.4% | Reduced |
| West Paces Advisors Inc. | 53 | $6.39K | 0.00% | −6−10.2% | Reduced |
| Pinnacle Bancorp, Inc. | 50 | $6.03K | 0.00% | −65−56.5% | Reduced |
| Bruce G. Allen Investments, LLC | 48 | $5.79K | 0.00% | −13−21.3% | Reduced |
| Prestige Wealth Management Group LLC | 44 | $5.32K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 42 | $5.08K | 0.00% | −1−2.3% | Reduced |
| FWL Investment Management, LLC | 41 | $4.95K | 0.00% | −30−42.3% | Reduced |
| Kozak & Associates, Inc. | 40 | $4.75K | 0.00% | +40 | New |
| MCF Advisors LLC | 36 | $4.34K | 0.00% | +5+16.1% | Added |
| Laffer Tengler Investments | 34 | $4.10K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $4.00K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $4.00K | 0.00% | +5+16.7% | Added |
| Trifecta Capital Advisors, LLC | 32 | $3.86K | 0.00% | −5−13.5% | Reduced |
| Cape Investment Advisory, Inc. | 32 | $3.86K | 0.00% | +3+10.3% | Added |
| Wolff Wiese Magana LLC | 31 | $3.74K | 0.00% | +31 | New |
| Planning Capital Management Corp | 27 | $3.26K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $2.77K | 0.00% | −9,580−99.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 20 | $2.43K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $2.41K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $2.18K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 17 | $2.05K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16 | $1.93K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $1.90K | 0.00% | +3+23.1% | Added |
| FRG Family Wealth Advisors LLC | 15 | $1.67K | 0.00% | +15 | New |
| Zions Bancorporation, N.A. | 13 | $1.57K | 0.00% | −13−50.0% | Reduced |