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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 5,490 | $604.4K | 0.01% | +206+3.9% | Added |
| Moors & Cabot, Inc. | 5,515 | $607.2K | 0.03% | +5+0.1% | Added |
| Independent Advisor Alliance | 5,518 | $607.5K | 0.02% | +1,239+29.0% | Added |
| Liberty Wealth Management LLC | 5,528 | $609.0K | 0.11% | +29+0.5% | Added |
| Beacon Investment Advisory Services, Inc. | 5,635 | $620.4K | 0.03% | 00.0% | Unchanged |
| Baader Bank INC | 5,715 | $628.7K | 0.05% | +5,715 | New |
| DoubleLine ETF Adviser LP | 5,847 | $643.8K | 0.17% | +5,847 | New |
| Keebeck Wealth Management, LLC | 5,951 | $656.4K | 0.10% | +3+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,015 | $662.3K | 0.07% | +2,587+75.5% | Added |
| Signaturefd, LLC | 6,181 | $680.5K | 0.01% | +119+2.0% | Added |
| Gateway Advisory, LLC | 6,200 | $682.6K | 0.12% | +318+5.4% | Added |
| Cyr Financial Inc. | 6,269 | $690.2K | 0.69% | +6,269 | New |
| Greenfield Savings Bank | 6,312 | $695.0K | 0.36% | +822+15.0% | Added |
| Virtus Investment Advisers, Inc. | 6,323 | $696.2K | 0.59% | −1,291−17.0% | Reduced |
| Aprio Wealth Management, LLC | 6,337 | $697.8K | 0.13% | +1,350+27.1% | Added |
| Central Trust Co | 6,341 | $698.2K | 0.02% | +2,065+48.3% | Added |
| Hanseatic Management Services Inc | 6,427 | $707.6K | 1.06% | +145+2.3% | Added |
| Jump Financial, LLC | 6,442 | $709.3K | 0.01% | +3,964+160.0% | Added |
| Penserra Capital Management LLC | 6,456 | $711.0K | 0.01% | −494−7.1% | Reduced |
| Anchor Investment Management, LLC | 6,516 | $717.4K | 0.07% | −50−0.8% | Reduced |
| HighPoint Advisor Group LLC | 5,422 | $722.0K | 0.04% | +133+2.5% | Added |
| Johnson Investment Counsel Inc | 6,583 | $724.8K | 0.01% | −913−12.2% | Reduced |
| Scientech Research LLC | 6,605 | $727.2K | 0.15% | +6,605 | New |
| Moloney Securities Asset Management, LLC | 6,626 | $729.5K | 0.11% | +1,235+22.9% | Added |
| Unigestion Holding SA | 7,071 | $729.9K | 0.04% | −1,108−13.5% | Reduced |
| Capstone Investment Advisors, LLC | 6,631 | $730.1K | 0.02% | +2,558+62.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,693 | $736.9K | 0.02% | −38−0.6% | Reduced |
| TFB Advisors LLC | 6,730 | $741.0K | 0.24% | +811+13.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,784 | $746.9K | 0.05% | −216−3.1% | Reduced |
| River Street Advisors LLC | 6,836 | $752.6K | 0.47% | +629+10.1% | Added |
| NEOS Investment Management LLC | 6,876 | $757.0K | 0.03% | +1,992+40.8% | Added |
| Gsa Capital Partners LLP | 6,955 | $766.0K | 0.05% | +6,955 | New |
| We Are One Seven, LLC | 6,970 | $767.4K | 0.04% | +2,366+51.4% | Added |
| Fiduciary Family Office, LLC | 6,980 | $768.5K | 0.30% | +71+1.0% | Added |
| Tokio Marine Asset Management Co Ltd | 7,035 | $774.6K | 0.04% | −264−3.6% | Reduced |
| Blueshift Asset Management, LLC | 7,096 | $781.3K | 0.26% | +7,096 | New |
| HM Payson & Co | 7,117 | $783.6K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,134 | $785.5K | 0.06% | −174−2.4% | Reduced |
| Fifth Third Bancorp | 7,157 | $788.0K | 0.00% | −52−0.7% | Reduced |
| Gateway Investment Advisers LLC | 7,173 | $789.7K | 0.01% | −1,440−16.7% | Reduced |
| Personal Cfo Solutions, LLC | 7,175 | $789.9K | 0.12% | +25+0.3% | Added |
| Duncan Williams Asset Management, LLC | 7,179 | $790.4K | 0.67% | +621+9.5% | Added |
| Meeder Asset Management Inc | 7,219 | $794.8K | 0.06% | −80,858−91.8% | Reduced |
| Westover Capital Advisors, LLC | 7,253 | $798.6K | 0.21% | +1,091+17.7% | Added |
| Strategic Investment Advisors | 7,379 | $812.4K | 0.10% | −534−6.7% | Reduced |
| Bradley Foster & Sargent Inc | 7,405 | $815.3K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 7,410 | $815.9K | 0.39% | −118−1.6% | Reduced |
| WealthTrust Asset Management, LLC | 7,458 | $821.1K | 0.60% | −48−0.6% | Reduced |
| Norinchukin Bank, The | 7,495 | $825.2K | 0.02% | +139+1.9% | Added |
| Panagora Asset Management Inc | 7,501 | $825.9K | 0.00% | −16,655−68.9% | Reduced |
| Simplex Trading, LLC | 7,518 | $827.0K | 0.03% | +4,759+172.5% | Added |
| Morse Asset Management, Inc | 7,715 | $849.0K | 0.21% | +7,715 | New |
| Ostrum Asset Management | 7,804 | $859.2K | 0.07% | −2,472−24.1% | Reduced |
| Pensionmark Financial Group, LLC | 7,809 | $859.8K | 0.05% | +2,565+48.9% | Added |
| Public Sector Pension Investment Board | 7,817 | $860.7K | 0.01% | +2,970+61.3% | Added |
| Castlekeep Investment Advisors LLC | 7,904 | $870.2K | 0.67% | +181+2.3% | Added |
| LVW Advisors, LLC | 7,911 | $871.0K | 0.13% | +5,754+266.8% | Added |
| AlTi Global, Inc. | 7,933 | $874.6K | 0.02% | −671−7.8% | Reduced |
| Smith, Moore & Co. | 8,036 | $884.8K | 0.09% | +378+4.9% | Added |
| Carolina Wealth Advisors, LLC | 8,116 | $893.6K | 0.44% | +934+13.0% | Added |
| Midland Wealth Advisors LLC | 8,121 | $894.1K | 0.05% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 8,208 | $903.7K | 0.65% | −29−0.4% | Reduced |
| Cypress Capital Group | 8,263 | $909.8K | 0.11% | −1,040−11.2% | Reduced |
| William B. Walkup & Associates, Inc. | 8,276 | $911.2K | 0.60% | +8,276 | New |
| Readystate Asset Management LP | 8,350 | $919.3K | 0.04% | +5,000+149.3% | Added |
| Csenge Advisory Group | 8,351 | $919.5K | 0.05% | +89+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 8,373 | $921.7K | 0.00% | +1,203+16.8% | Added |
| AE Wealth Management LLC | 8,418 | $926.9K | 0.01% | +1,075+14.6% | Added |
| United Capital Financial Advisers, LLC | 8,472 | $932.8K | 0.01% | −67−0.8% | Reduced |
| CSS LLC | 8,500 | $935.9K | 0.07% | 00.0% | Unchanged |
| Veriti Management LLC | 8,584 | $945.1K | 0.06% | +1,082+14.4% | Added |
| Monticello Wealth Management, LLC | 8,600 | $946.9K | 0.09% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 8,614 | $948.4K | 0.07% | +48+0.6% | Added |
| Private Advisory Group LLC | 8,634 | $950.6K | 0.12% | −487−5.3% | Reduced |
| Wedbush Securities Inc | 8,684 | $956.0K | 0.03% | −140−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 9,096 | $957.4K | 0.00% | +481+5.6% | Added |
| Natixis | 8,791 | $967.9K | 0.01% | −60,449−87.3% | Reduced |
| Logan Capital Management Inc | 8,821 | $971.2K | 0.04% | +8,821 | New |
| Apollon Wealth Management, LLC | 8,837 | $972.9K | 0.03% | −5,998−40.4% | Reduced |
| Atlas Capital Advisors LLC | 8,915 | $981.5K | 0.13% | −1,047−10.5% | Reduced |
| Plato Investment Management Ltd | 8,945 | $984.8K | 0.09% | −389−4.2% | Reduced |
| Rakuten Investment Management, Inc. | 8,980 | $985.6K | 0.01% | +3,246+56.6% | Added |
| Merit Financial Group, LLC | 8,988 | $989.5K | 0.02% | +8,988 | New |
| Banque Cantonale Vaudoise | 9,036 | $995.0K | 0.04% | −4,110−31.3% | Reduced |
| Atria Wealth Solutions, Inc. | 9,066 | $999.1K | 0.01% | +1,316+17.0% | Added |
| Everence Capital Management Inc | 9,050 | $1.01M | 0.07% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 9,173 | $1.01M | 0.09% | +1,813+24.6% | Added |
| Prospera Financial Services Inc | 9,216 | $1.01M | 0.03% | +9,216 | New |
| Contravisory Investment Management, Inc. | 9,220 | $1.02M | 0.22% | +19+0.2% | Added |
| Principal Securities, Inc. | 9,233 | $1.02M | 0.03% | +1,225+15.3% | Added |
| Aspire Private Capital, LLC | 9,253 | $1.02M | 0.26% | +297+3.3% | Added |
| IFP Advisors, Inc | 9,529 | $1.05M | 0.04% | −3,430−26.5% | Reduced |
| Teza Capital Management LLC | 9,655 | $1.06M | 0.13% | +9,655 | New |
| LMR Partners LLP | 9,836 | $1.08M | 0.02% | −923−8.6% | Reduced |
| SRN Advisors, LLC | 9,880 | $1.09M | 0.90% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,978 | $1.10M | 0.04% | −127−1.3% | Reduced |
| MorganRosel Wealth Management, LLC | 9,999 | $1.10M | 0.39% | −904−8.3% | Reduced |
| Washington Capital Management Inc | 10,000 | $1.10M | 0.93% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $1.10M | 0.14% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 10,000 | $1.10M | 0.03% | +1,300+14.9% | Added |