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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, Q2 2024

Institutional positions in Pultegroup Inc as of Jun 30, 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
940
+41 vs. Q1 2024
Shares held
186.7M
−1.95M (−1.0%) vs. Q1 2024
Total value
$20.6B
−$2.14B (−9.4%) vs. Q1 2024
New holders
125
351 more added
Sold out
84
341 more reduced

12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 940 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ2 2024: $20.6B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q1 2024.

Institutions holding PHM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BOK Financial Private Wealth, Inc.0$10.00%0New
WestEnd Advisors, LLC1$1100.00%00.0%Unchanged
Fairfield Financial Advisors, LTD2$2110.00%+2New
State of Wyoming5$5510.00%−901−99.4%Reduced
Asset Dedication, LLC5$5510.00%00.0%Unchanged
Abound Wealth Management6$6610.00%−12−66.7%Reduced
Ruedi Wealth Management, Inc.6$6610.00%+6New
Tradewinds Capital Management, LLC7$7710.00%00.0%Unchanged
Country Trust Bank7$7710.00%+7New
Riggs Asset Managment Co. Inc.7$7710.00%+7New
Unique Wealth Strategies, LLC7$8440.00%+7New
Trust Co of Vermont8$8810.00%+8New
Triad Wealth Partners, LLC8$9340.00%+8New
NVWM, LLC10$1.10K0.00%+5+100.0%Added
Raffa Wealth Management, LLC11$1.21K0.00%00.0%Unchanged
Rakuten Securities, Inc.15$1.65K0.00%−53−77.9%Reduced
TFC Financial Management15$1.65K0.00%+6+66.7%Added
North Star Investment Management Corp.16$1.76K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC17$1.87K0.00%00.0%Unchanged
True Wealth Design, LLC19$2.09K0.00%−4−17.4%Reduced
GPS Wealth Strategies Group, LLC20$2.23K0.00%00.0%Unchanged
Private Ocean, LLC22$2.42K0.00%+22New
Innealta Capital, LLC22$2.42K0.00%+22New
Fairway Wealth LLC22$2.42K0.00%+22New
GHP Investment Advisors, Inc.22$2.42K0.00%+22New
Sachetta, LLC19$2.53K0.00%+19New
Thurston, Springer, Miller, Herd & Titak, Inc.27$2.97K0.00%+27New
Planning Capital Management Corp27$2.97K0.00%00.0%Unchanged
Valley National Advisers Inc35$3.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC28$3.08K0.00%+8+40.0%Added
Altshuler Shaham Ltd31$3.41K0.00%−273−89.8%Reduced
Trifecta Capital Advisors, LLC31$3.41K0.00%−1−3.1%Reduced
Wolff Wiese Magana LLC31$3.41K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.32$3.52K0.00%00.0%Unchanged
Laffer Tengler Investments34$3.74K0.00%00.0%Unchanged
MCF Advisors LLC36$3.96K0.00%00.0%Unchanged
Pineridge Advisors LLC36$3.98K0.00%−6−14.3%Reduced
Kozak & Associates, Inc.40$4.22K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC44$4.85K0.00%00.0%Unchanged
Addison Advisors LLC46$5.07K0.00%+46New
Zions Bancorporation, N.A.47$5.17K0.00%+34+261.5%Added
TD Waterhouse Canada Inc.49$5.20K0.00%+7+16.7%Added
Bruce G. Allen Investments, LLC48$5.29K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.50$5.50K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$5.72K0.00%+52New
West Paces Advisors Inc.53$5.83K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC54$5.95K0.00%−45−45.5%Reduced
Red Tortoise LLC54$5.95K0.00%00.0%Unchanged
Cetera Trust Company, N.A55$6.06K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC56$6.17K0.00%+2+3.7%Added
IAG Wealth Partners, LLC56$6.17K0.00%+56New
Global Wealth Strategies & Associates57$6.28K0.00%00.0%Unchanged
Hollencrest Capital Management60$6.61K0.00%00.0%Unchanged
LGT Financial Advisors LLC61$6.72K0.01%00.0%Unchanged
Dogwood Wealth Management LLC61$6.72K0.00%+61New
SJS Investment Consulting Inc.61$6.72K0.00%−9−12.9%Reduced
DiNuzzo Private Wealth, Inc.63$6.94K0.00%+6+10.5%Added
Avion Wealth71$7.00K0.00%+13+22.4%Added
Caldwell Sutter Capital, Inc.69$7.60K0.00%00.0%Unchanged
Eagle Bay Advisors LLC77$8.49K0.01%−9−10.5%Reduced
Private Wealth Management Group, LLC83$9.14K0.00%00.0%Unchanged
Fortitude Family Office, LLC86$9.47K0.01%−43−33.3%Reduced
Aspect Partners, LLC87$9.58K0.01%00.0%Unchanged
New Millennium Group LLC89$9.80K0.01%+89New
Householder Group Estate & Retirement Specialist, LLC98$10.0K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.100$11.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC100$11.0K0.00%+100New
Dunhill Financial, LLC104$11.4K0.01%+88+550.0%Added
JJJ Advisors Inc.106$11.7K0.00%00.0%Unchanged
Matrix Trust Co109$12.0K0.00%+109New
Moisand Fitzgerald Tamayo, LLC113$12.4K0.00%00.0%Unchanged
REAP Financial Group, LLC113$12.5K0.00%−6−5.0%Reduced
Carolinas Wealth Consulting LLC116$12.8K0.00%−15−11.5%Reduced
Kayne Anderson Rudnick Investment Management LLC116$12.9K0.00%+8+7.4%Added
GW&K Investment Management, LLC115$13.0K0.00%+26+29.2%Added
Atlantic Edge Private Wealth Management, LLC120$13.2K0.00%00.0%Unchanged
West Oak Capital, LLC125$13.8K0.01%00.0%Unchanged
Rise Advisors, LLC125$13.8K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC126$13.9K0.01%00.0%Unchanged
Nemes Rush Group LLC134$14.8K0.00%00.0%Unchanged
Spire Wealth Management138$15.2K0.00%−292−67.9%Reduced
Farmers & Merchants Investments Inc140$15.4K0.00%−9−6.0%Reduced
RFP Financial Group LLC143$15.7K0.01%−43−23.1%Reduced
Valued Wealth Advisors LLC147$16.2K0.01%+19+14.8%Added
AdvisorNet Financial, Inc148$16.3K0.00%00.0%Unchanged
Westside Investment Management, Inc.150$16.5K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC167$18.4K0.01%+28+20.1%Added
Catalyst Funds Management Pty Ltd200$22.0K0.01%−7,600−97.4%Reduced
Camelot Portfolios, LLC200$22.0K0.01%+200New
LRI Investments, LLC208$22.9K0.00%−28−11.9%Reduced
Community Bank, N.A.210$23.1K0.00%00.0%Unchanged
Proffitt & Goodson Inc214$23.6K0.00%+214New
CNB Bank227$25.0K0.01%00.0%Unchanged
WR Wealth Planners, LLC232$25.5K0.01%+82+54.7%Added
Bell Investment Advisors, Inc234$25.8K0.01%00.0%Unchanged
Pacific Center for Financial Services237$26.1K0.01%−119−33.4%Reduced
Armstrong Advisory Group, Inc238$26.2K0.00%+238New
EverSource Wealth Advisors, LLC202$26.7K0.00%+58+40.3%Added
Benjamin Edwards Inc243$27.0K0.01%+28+13.0%Added
JFS Wealth Advisors, LLC257$28.3K0.00%−121−32.0%Reduced