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Livermore
Livermore
ZHEN

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
Nwam LLC2,097$230.9K0.07%+41+2.0%Added
Omnia Family Wealth, LLC2,094$231.0K0.10%+29+1.4%Added
Harel Insurance Investments & Financial Services Ltd.2,109$231.0K0.00%+609+40.6%Added
Kennedy Capital Management, Inc.2,099$231.1K0.00%00.0%Unchanged
Smartleaf Asset Management LLC2,111$231.7K0.04%−1,537−42.1%Reduced
Kapitalo Investimentos Ltda2,105$231.8K0.07%−1,772−45.7%Reduced
Advus Financial Partners, LLC2,107$232.0K0.07%+2,107New
Denali Advisors LLC2,111$232.4K0.06%+2+0.1%Added
AMG National Trust Bank2,121$233.5K0.01%00.0%Unchanged
Marcum Wealth, LLC2,134$235.0K0.02%+29+1.4%Added
Colonial Trust Co2,139$235.5K0.04%00.0%Unchanged
Madison Asset Management, LLC2,140$235.6K0.00%00.0%Unchanged
Stratos Wealth Advisors, LLC2,144$236.1K0.01%+2,144New
Conning Inc.2,167$238.6K0.01%00.0%Unchanged
Dorsey & Whitney Trust CO LLC2,170$238.9K0.02%−722−25.0%Reduced
Fiduciary Trust Co2,175$239.5K0.00%00.0%Unchanged
Kolinsky Wealth Management, LLC2,189$241.0K0.17%−619−22.0%Reduced
Erste Asset Management GmbH2,200$242.1K0.00%+2,200New
Premier Path Wealth Partners, LLC2,217$244.0K0.04%+484+27.9%Added
Inspire Advisors, LLC2,221$244.6K0.03%+2,221New
Riverwater Partners LLC2,226$245.1K0.18%−38−1.7%Reduced
Delta Investment Management, LLC2,239$246.5K0.05%+183+8.9%Added
Cigna Investments Inc2,268$249.0K0.05%−40−1.7%Reduced
Patriot Financial Group Insurance Agency, LLC2,270$249.9K0.04%+2,270New
Camden Capital, LLC2,274$250.4K0.02%−104−4.4%Reduced
Oxford Asset Management LLP2,294$252.6K0.25%+2,294New
Ameritas Investment Partners, Inc.2,307$254.0K0.01%−89−3.7%Reduced
Fifth Third Wealth Advisors LLC2,311$254.4K0.02%+2,311New
Wayfinding Financial, LLC2,317$255.0K0.14%+2,317New
Strategic Wealth Partners, Ltd.2,327$256.2K0.03%+557+31.5%Added
Global Retirement Partners, LLC2,327$256.2K0.01%+101+4.5%Added
Lebenthal Global Advisors, LLC2,329$256.4K0.06%+87+3.9%Added
Siemens Fonds Invest GmbH2,337$257.3K0.02%00.0%Unchanged
Bramshill Investments, LLC2,345$258.2K0.03%00.0%Unchanged
Waterloo Capital, L.P.2,357$259.6K0.03%−223−8.6%Reduced
Archer Investment Corp2,362$260.1K0.08%00.0%Unchanged
Integrated Investment Consultants, LLC2,156$260.1K0.07%00.0%Unchanged
TCG Advisory Services, LLC2,384$262.5K0.01%+2,384New
Manchester Capital Management LLC2,385$262.6K0.03%00.0%Unchanged
Hyperion Capital Advisors LP2,388$262.9K0.12%00.0%Unchanged
Florida Financial Advisors, LLC2,391$263.2K0.16%+405+20.4%Added
Equitable Holdings, Inc.2,394$263.6K0.00%+126+5.6%Added
Farther Finance Advisors, LLC2,482$263.7K0.01%+891+56.0%Added
CWM Advisors, LLC2,396$263.8K0.03%−8,773−78.5%Reduced
Gallacher Capital Management LLC2,402$264.5K0.14%+2,402New
Custom Index Systems, LLC2,424$266.9K0.15%+2,424New
EP Wealth Advisors, LLC2,452$270.0K0.00%+415+20.4%Added
Oak Thistle LLC2,458$270.6K0.20%+2,458New
Providence Capital Advisors, LLC2,467$271.6K0.06%00.0%Unchanged
SC&H Financial Advisors, Inc.2,480$273.0K0.07%00.0%Unchanged
Buckingham Strategic Partners2,491$274.3K0.01%+2,491New
Washington Trust Bank2,500$275.3K0.03%00.0%Unchanged
Fortem Financial Group, LLC2,503$275.6K0.12%00.0%Unchanged
Cidel Asset Management Inc2,506$275.9K0.02%−363−12.7%Reduced
Westwood Holdings Group Inc.2,528$278.3K0.00%00.0%Unchanged
Capital Analysts, LLC2,532$279.0K0.01%+840+49.6%Added
Accurate Wealth Management, LLC2,405$279.5K0.07%+354+17.3%Added
Candriam Luxembourg S.C.A.–$283.5K0.00%–New
Benjamin F. Edwards & Company, Inc.2,580$284.0K0.00%+912+54.7%Added
Exencial Wealth Advisors, LLC2,580$284.1K0.01%−95−3.6%Reduced
Voya Financial Advisors, Inc.2,592$284.5K0.03%−257−9.0%Reduced
Moody National Bank Trust Division2,604$286.7K0.02%00.0%Unchanged
Trust Asset Management LLC2,627$289.2K0.02%00.0%Unchanged
HB Wealth Management, LLC2,649$291.7K0.00%+214+8.8%Added
SpiderRock Advisors, LLC2,653$292.2K0.01%+12+0.5%Added
Boothbay Fund Management, LLC2,658$292.6K0.01%+2,658New
Moody Aldrich Partners LLC2,668$293.7K0.06%−1,267−32.2%Reduced
Burford Brothers, Inc.2,681$295.1K0.17%+23+0.9%Added
1858 Wealth Management, LLC2,682$295.3K0.25%−487−15.4%Reduced
Aldebaran Financial Inc.2,695$296.7K0.41%+2,695New
Oppenheimer Asset Management Inc.2,699$297.2K0.00%−3−0.1%Reduced
Paradigm Financial Partners, LLC2,729$300.5K0.04%+2,729New
Evolution Wealth Advisors, LLC2,743$301.9K0.06%00.0%Unchanged
Eads & Heald Wealth Management2,739$302.0K0.15%+201+7.9%Added
Cullen/Frost Bankers, Inc.2,762$304.1K0.00%−45−1.6%Reduced
RFG Advisory, LLC2,767$304.7K0.01%−111−3.9%Reduced
FDx Advisors, Inc.2,798$308.0K0.09%−805−22.3%Reduced
Rehmann Capital Advisory Group2,811$309.6K0.02%−43−1.5%Reduced
Bank Julius Baer & Co. Ltd, Zurich2,548$312.2K0.00%−6,329−71.3%Reduced
Quent Capital, LLC2,851$313.9K0.03%+43+1.5%Added
Edmonds Duncan Registered Investment Advisors, LLC2,854$314.2K0.08%00.0%Unchanged
MQS Management LLC2,857$314.6K0.19%−6,947−70.9%Reduced
Smithfield Trust Co2,893$319.0K0.02%−268−8.5%Reduced
Optimum Investment Advisors2,900$319.3K0.14%00.0%Unchanged
Knuff & Co LLC2,915$320.9K0.10%+2,115+264.4%Added
Asahi Life Asset Management Co., Ltd.2,930$322.6K0.22%+2,930New
Harvest Fund Management Co., Ltd2,936$323.0K0.02%−556−15.9%Reduced
Ashton Thomas Private Wealth, LLC2,966$326.6K0.02%+56+1.9%Added
Wedmont Private Capital2,821$328.2K0.02%+270+10.6%Added
Argent Trust Co2,988$329.0K0.01%+53+1.8%Added
Pinnacle Wealth Planning Services, Inc.2,993$329.5K0.05%−1,270−29.8%Reduced
Axxcess Wealth Management, LLC3,000$330.3K0.01%00.0%Unchanged
Marex Group plc3,000$330.3K0.01%+500+20.0%Added
Ci Investments Inc.3,008$331.0K0.00%−2,766−47.9%Reduced
Quantum Private Wealth, LLC3,008$331.2K0.12%00.0%Unchanged
Legal Advantage Investments, Inc.3,020$332.5K0.19%00.0%Unchanged
D. E. Shaw & Co., Inc.3,021$332.6K0.00%−14,787−83.0%Reduced
Algert Global LLC3,037$334.4K0.01%+3,037New
Capital Investment Advisors, LLC3,040$334.7K0.01%+2+0.1%Added
Planned Solutions, Inc.3,057$336.6K0.17%00.0%Unchanged