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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co | 280 | $30.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 283 | $31.2K | 0.00% | +66+30.4% | Added |
| Salem Investment Counselors Inc | 285 | $31.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 292 | $32.0K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 292 | $32.1K | 0.02% | −8−2.7% | Reduced |
| Continuum Advisory, LLC | 317 | $34.9K | 0.01% | +154+94.5% | Added |
| Creative Financial Designs Inc | 332 | $36.6K | 0.00% | −1−0.3% | Reduced |
| DT Investment Partners, LLC | 334 | $36.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 343 | $38.0K | 0.02% | −72−17.3% | Reduced |
| Great Lakes Retirement, Inc. | 353 | $38.9K | 0.01% | +353 | New |
| Versant Capital Management, Inc | 365 | $40.2K | 0.01% | +309+551.8% | Added |
| Parkside Financial Bank & Trust | 367 | $40.4K | 0.01% | +52+16.5% | Added |
| Financial Management Professionals, Inc. | 382 | $42.0K | 0.01% | +246+180.9% | Added |
| Security National Bank | 390 | $42.9K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 391 | $43.0K | 0.01% | −30−7.1% | Reduced |
| Hantz Financial Services, Inc. | 396 | $44.0K | 0.00% | −36−8.3% | Reduced |
| Ancora Advisors, LLC | 400 | $44.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 410 | $45.1K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 410 | $45.1K | 0.01% | +410 | New |
| Frazier Financial Advisors, LLC | 422 | $46.5K | 0.04% | +138+48.6% | Added |
| Deseret Mutual Benefit Administrators | 437 | $48.1K | 0.02% | −56−11.4% | Reduced |
| St Germain D J Co Inc | 440 | $48.4K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 440 | $48.4K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 455 | $50.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 474 | $52.0K | 0.01% | +418+746.4% | Added |
| MV Capital Management, Inc. | 481 | $53.0K | 0.01% | −395−45.1% | Reduced |
| Cromwell Holdings LLC | 482 | $53.2K | 0.03% | +482 | New |
| FinTrust Capital Advisors, LLC | 484 | $53.3K | 0.01% | −102−17.4% | Reduced |
| Lindbrook Capital, LLC | 485 | $53.4K | 0.01% | +71+17.1% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $55.0K | 0.01% | −500−50.0% | Reduced |
| Richardson Financial Services Inc. | 533 | $58.7K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 558 | $59.3K | 0.01% | +225+67.6% | Added |
| Cornerstone Planning Group LLC | 488 | $60.2K | 0.02% | +479+5,322.2% | Added |
| Castleview Partners, LLC | 548 | $60.3K | 0.03% | −3−0.5% | Reduced |
| CVA Family Office, LLC | 575 | $63.3K | 0.01% | +5+0.9% | Added |
| EntryPoint Capital, LLC | 591 | $65.1K | 0.03% | +240+68.4% | Added |
| AllSquare Wealth Management LLC | 606 | $66.7K | 0.04% | −84−12.2% | Reduced |
| Quarry LP | 617 | $67.9K | 0.03% | +617 | New |
| Strengthening Families & Communities, LLC | 650 | $72.0K | 0.02% | +650 | New |
| General Partner, Inc. | 718 | $79.1K | 0.05% | +7+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 782 | $86.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 800 | $88.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 813 | $89.5K | 0.01% | +56+7.4% | Added |
| Adirondack Trust Co | 815 | $89.7K | 0.04% | −87−9.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 851 | $93.7K | 0.00% | −227−21.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 902 | $99.5K | 0.03% | −40−4.2% | Reduced |
| Spotlight Asset Group, Inc. | 947 | $104.3K | 0.07% | −538−36.2% | Reduced |
| Ninepoint Partners LP | 947 | $104.3K | 0.01% | +947 | New |
| Sentry Investment Management LLC | 1,047 | $115.0K | 0.05% | −214−17.0% | Reduced |
| Coppell Advisory Solutions LLC | 1,060 | $116.7K | 0.02% | +1,060 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,088 | $120.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,092 | $120.2K | 0.00% | +1,092 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,102 | $121.3K | 0.05% | 00.0% | Unchanged |
| Ossiam | 1,141 | $125.6K | 0.00% | −573−33.4% | Reduced |
| Private Trust Co NA | 1,181 | $130.0K | 0.01% | +73+6.6% | Added |
| Hexagon Capital Partners LLC | 1,198 | $131.9K | 0.03% | −23−1.9% | Reduced |
| Clearstead Advisors, LLC | 1,343 | $147.9K | 0.00% | +1,343 | New |
| Massmutual Trust Co FSB | 1,381 | $152.0K | 0.00% | +124+9.9% | Added |
| Picton Mahoney Asset Management | 1,395 | $153.0K | 0.01% | +1,395 | New |
| C M Bidwell & Associates Ltd | 1,401 | $154.3K | 0.10% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 1,500 | $165.2K | 1.01% | −1,500−50.0% | Reduced |
| Bokf, NA | 1,553 | $171.0K | 0.00% | −444−22.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,575 | $173.4K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,590 | $175.1K | 0.02% | +434+37.5% | Added |
| Allworth Financial LP | 1,477 | $184.3K | 0.00% | +171+13.1% | Added |
| Mather Group, LLC. | 1,542 | $186.0K | 0.00% | +186+13.7% | Added |
| AlphaCentric Advisors LLC | 1,733 | $190.8K | 0.14% | −1,399−44.7% | Reduced |
| Opal Wealth Advisors, LLC | 1,750 | $192.7K | 0.06% | +1,750 | New |
| Quadrant Capital Group LLC | 1,768 | $194.7K | 0.01% | +176+11.1% | Added |
| Flputnam Investment Management Co | 1,800 | $198.2K | 0.00% | +1,800 | New |
| Proequities, Inc. | 1,802 | $198.7K | 0.01% | +297+19.7% | Added |
| Vicus Capital | 1,823 | $200.7K | 0.02% | +140+8.3% | Added |
| Phoenix Holdings Ltd. | 1,831 | $201.1K | 0.00% | −71−3.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,953 | $201.5K | 0.04% | −712−26.7% | Reduced |
| Chicago Trust Co NA | 1,834 | $201.9K | 0.04% | +1,834 | New |
| Pathway Financial Advisors LLC | 1,860 | $204.8K | 0.06% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,863 | $205.1K | 0.02% | +1,863 | New |
| TD Private Client Wealth LLC | 1,873 | $206.2K | 0.01% | +6+0.3% | Added |
| Paloma Partners Management Co | 1,874 | $206.3K | 0.02% | −22,517−92.3% | Reduced |
| Ironwood Investment Counsel, LLC | 1,875 | $206.4K | 0.04% | +1,875 | New |
| NDVR, Inc. | 1,875 | $206.4K | 0.21% | −166−8.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 1,900 | $209.2K | 0.14% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,912 | $210.5K | 0.05% | +1,912 | New |
| Clark Financial Services Group Inc | 1,935 | $213.0K | 0.22% | +114+6.3% | Added |
| Versor Investments LP | 1,935 | $213.0K | 0.04% | −13,465−87.4% | Reduced |
| Lake Street Advisors Group, LLC | 1,935 | $213.4K | 0.01% | −91−4.5% | Reduced |
| New Century Financial Group, LLC | 1,968 | $216.7K | 0.09% | +1,968 | New |
| American Institute for Advanced Investment Management, LLP | 1,975 | $217.4K | 0.17% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,979 | $217.9K | 0.06% | −98−4.7% | Reduced |
| Aaron Wealth Advisors | 1,984 | $218.4K | 0.03% | +182+10.1% | Added |
| Nilsine Partners, LLC | 1,989 | $219.0K | 0.03% | +2+0.1% | Added |
| Consolidated Portfolio Review Corp | 2,000 | $220.2K | 0.05% | −12,815−86.5% | Reduced |
| Juncture Wealth Strategies, LLC | 2,019 | $222.3K | 0.09% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,037 | $224.3K | 0.17% | −73−3.5% | Reduced |
| Driehaus Capital Management LLC | 2,049 | $225.6K | 0.00% | +2,049 | New |
| Flagship Harbor Advisors, LLC | 2,058 | $226.6K | 0.01% | +227+12.4% | Added |
| Five Oceans Advisors | 2,070 | $227.9K | 0.12% | −228−9.9% | Reduced |
| Exchange Traded Concepts, LLC | 2,073 | $228.2K | 0.01% | +2,073 | New |
| Fisher Asset Management, LLC | 2,075 | $228.5K | 0.00% | +2,075 | New |
| Sienna Gestion | 2,082 | $229.1K | 0.02% | −819−28.2% | Reduced |