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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 3,099 | $341.2K | 0.02% | +28+0.9% | Added |
| Alps Advisors Inc | 3,117 | $343.2K | 0.00% | −17−0.5% | Reduced |
| Group One Trading, L.P. | 3,157 | $347.6K | 0.01% | −1,292−29.0% | Reduced |
| Old National Bancorp | 3,162 | $348.1K | 0.01% | +670+26.9% | Added |
| Parallel Advisors, LLC | 3,226 | $355.2K | 0.01% | −521−13.9% | Reduced |
| D'Orazio & Associates, Inc. | 3,235 | $356.2K | 0.05% | +502+18.4% | Added |
| Perigon Wealth Management, LLC | 3,271 | $360.1K | 0.01% | +9+0.3% | Added |
| Kestra Private Wealth Services, LLC | 3,278 | $360.9K | 0.01% | −3,915−54.4% | Reduced |
| Pallas Capital Advisors LLC | 2,892 | $360.9K | 0.02% | +49+1.7% | Added |
| KMG Fiduciary Partners, LLC | 3,304 | $363.7K | 0.04% | +201+6.5% | Added |
| Harbour Investments, Inc. | 3,306 | $364.0K | 0.01% | +14+0.4% | Added |
| Horizon Investments, LLC | 3,311 | $364.5K | 0.01% | −18−0.5% | Reduced |
| First Horizon Advisors, Inc. | 3,336 | $367.3K | 0.01% | −12−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 3,337 | $367.4K | 0.03% | +977+41.4% | Added |
| Simplicity Wealth,LLC | 3,341 | $367.8K | 0.01% | −110−3.2% | Reduced |
| Bleakley Financial Group, LLC | 3,344 | $368.2K | 0.01% | −107−3.1% | Reduced |
| Concurrent Investment Advisors, LLC | 3,376 | $371.7K | 0.01% | +906+36.7% | Added |
| National Asset Management, Inc. | 3,385 | $373.3K | 0.01% | −1,087−24.3% | Reduced |
| Horizon Advisory Services, Inc. | 3,392 | $373.5K | 0.18% | +3+0.1% | Added |
| New Wave Wealth Advisors LLC | 3,398 | $374.1K | 0.20% | +3,398 | New |
| Kingsview Wealth Management, LLC | 3,473 | $382.4K | 0.01% | +3,473 | New |
| Verdence Capital Advisors LLC | 3,501 | $385.5K | 0.03% | −4,109−54.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,514 | $387.0K | 0.27% | −326−8.5% | Reduced |
| Peapack Gladstone Financial Corp | 3,536 | $389.0K | 0.01% | −1,800−33.7% | Reduced |
| CX Institutional | 3,603 | $396.7K | 0.02% | +2,016+127.0% | Added |
| Kesler, Norman & Wride, LLC | 3,605 | $396.8K | 0.08% | +3,605 | New |
| Advisors Asset Management, Inc. | 3,610 | $397.5K | 0.01% | +1,898+110.9% | Added |
| Laurion Capital Management LP | 3,639 | $400.7K | 0.01% | −111,546−96.8% | Reduced |
| Tectonic Advisors LLC | 3,642 | $401.0K | 0.03% | −302−7.7% | Reduced |
| Cooper Financial Group | 3,652 | $402.1K | 0.06% | +3,652 | New |
| NorthRock Partners, LLC | 3,717 | $410.0K | 0.02% | +222+6.4% | Added |
| Community Bank & Trust, Waco, Texas | 3,741 | $412.0K | 0.10% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 3,771 | $415.2K | 0.43% | +463+14.0% | Added |
| Richard W. Paul & Associates, LLC | 3,781 | $416.3K | 0.16% | −53−1.4% | Reduced |
| Patten Group, Inc. | 3,805 | $418.9K | 0.10% | +109+2.9% | Added |
| Inceptionr LLC | 3,819 | $420.5K | 0.12% | +3,819 | New |
| Glen Eagle Advisors, LLC | 3,842 | $423.0K | 0.08% | 00.0% | Unchanged |
| Park Place Capital Corp | 3,848 | $423.7K | 0.14% | +1,831+90.8% | Added |
| Smith, Salley & Associates | 3,849 | $423.8K | 0.03% | −8−0.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $425.3K | 0.02% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,924 | $432.0K | 0.01% | −143−3.5% | Reduced |
| Kathmere Capital Management, LLC | 3,965 | $436.5K | 0.05% | +821+26.1% | Added |
| Colton Groome Financial Advisors, LLC | 3,975 | $437.6K | 0.17% | +3,975 | New |
| Prudential PLC | 3,976 | $437.8K | 0.00% | +2,260+131.7% | Added |
| AdvisorShares Investments LLC | 4,141 | $439.9K | 0.08% | −738−15.1% | Reduced |
| Yorktown Management & Research Co Inc | 4,000 | $440.4K | 0.47% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,025 | $443.1K | 0.01% | −430−9.7% | Reduced |
| One Wealth Advisors, LLC | 3,616 | $444.8K | 0.10% | −2−0.1% | Reduced |
| Family Firm, Inc. | 4,079 | $449.0K | 0.10% | +8+0.2% | Added |
| RSM US Wealth Management LLC | 4,224 | $450.4K | 0.01% | +4,224 | New |
| Impact Partnership Wealth, LLC | 4,094 | $450.8K | 0.12% | +2,017+97.1% | Added |
| SkyOak Wealth, LLC | 4,110 | $452.5K | 0.11% | −3,150−43.4% | Reduced |
| Ellevest, Inc. | 4,120 | $453.6K | 0.03% | +479+13.2% | Added |
| Greenleaf Trust | 4,175 | $459.7K | 0.00% | +76+1.9% | Added |
| Ascent Group, LLC | 4,188 | $461.1K | 0.04% | +1,068+34.2% | Added |
| Raleigh Capital Management Inc. | 4,192 | $461.6K | 0.20% | +153+3.8% | Added |
| Profund Advisors LLC | 4,220 | $464.6K | 0.02% | −882−17.3% | Reduced |
| Menard Financial Group LLC | 4,280 | $471.3K | 0.34% | +826+23.9% | Added |
| GeoWealth Management, LLC | 4,303 | $473.8K | 0.02% | −3,724−46.4% | Reduced |
| Brown Brothers Harriman & Co | 4,310 | $474.5K | 0.00% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,316 | $475.0K | 0.16% | +4,316 | New |
| Dark Forest Capital Management LP | 4,321 | $475.7K | 0.09% | −8,052−65.1% | Reduced |
| Coldstream Capital Management Inc | 4,324 | $476.1K | 0.01% | +358+9.0% | Added |
| Renasant Bank | 4,327 | $476.4K | 0.33% | +2,377+121.9% | Added |
| Change Path, LLC | 4,400 | $484.0K | 0.02% | −49−1.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,400 | $484.4K | 0.21% | +4,400 | New |
| Forum Financial Management, LP | 4,455 | $490.5K | 0.01% | +296+7.1% | Added |
| United Community Bank | 4,463 | $491.4K | 0.20% | +357+8.7% | Added |
| Harbor Capital Advisors, Inc. | 4,473 | $492.0K | 0.04% | −149−3.2% | Reduced |
| Atomi Financial Group, Inc. | 4,477 | $492.9K | 0.04% | +395+9.7% | Added |
| TownSquare Capital, LLC | 4,511 | $496.7K | 0.01% | +1,939+75.4% | Added |
| Ballentine Partners, LLC | 4,538 | $499.6K | 0.01% | +781+20.8% | Added |
| Wahed Invest LLC | 4,605 | $507.0K | 0.10% | +470+11.4% | Added |
| Fidelis Capital Partners, LLC | 4,240 | $508.7K | 0.07% | +927+28.0% | Added |
| Global Financial Private Client, LLC | 4,624 | $509.1K | 0.21% | +4,624 | New |
| Schwartz Investment Counsel Inc | 4,650 | $512.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,724 | $520.2K | 0.01% | +2,795+144.9% | Added |
| First Hawaiian Bank | 4,737 | $521.5K | 0.02% | +2,287+93.3% | Added |
| Thrive Capital Management, LLC | 4,740 | $522.0K | 0.24% | +2,619+123.5% | Added |
| Wetherby Asset Management Inc | 4,773 | $525.5K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,776 | $525.9K | 0.02% | +4,776 | New |
| Concord Asset Management, LLC | 4,829 | $531.7K | 0.13% | +74+1.6% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $531.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,919 | $541.6K | 0.10% | +74+1.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,943 | $543.9K | 0.02% | +4,943 | New |
| Everhart Financial Group, Inc. | 4,963 | $546.4K | 0.14% | +786+18.8% | Added |
| Applied Finance Capital Management, LLC | 4,978 | $548.1K | 0.03% | +4,978 | New |
| Graham Capital Management, L.P. | 4,996 | $550.1K | 0.02% | +4,996 | New |
| NBC Securities, Inc. | 5,111 | $562.0K | 0.05% | +337+7.1% | Added |
| Ronald Blue Trust, Inc. | 4,683 | $564.9K | 0.01% | +1,495+46.9% | Added |
| V-Square Quantitative Management LLC | 5,149 | $566.9K | 0.09% | −505−8.9% | Reduced |
| Tocqueville Asset Management L.P. | 5,160 | $568.1K | 0.01% | +68+1.3% | Added |
| Agf Management Ltd | 5,217 | $574.4K | 0.00% | +5,217 | New |
| EHP Funds Inc. | 5,300 | $583.5K | 0.29% | −600−10.2% | Reduced |
| Tyler-Stone Wealth Management | 5,350 | $589.0K | 0.24% | −807−13.1% | Reduced |
| Syon Capital LLC | 5,367 | $590.9K | 0.05% | +42+0.8% | Added |
| Patron Partners Advisors, LLC | 5,400 | $594.5K | 0.35% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,448 | $599.8K | 0.04% | +2,331+74.8% | Added |
| Lakeview Capital Partners, LLC | 4,997 | $602.7K | 0.10% | 00.0% | Unchanged |
| FCG Investment Co | 5,475 | $602.8K | 0.46% | +336+6.5% | Added |