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 |
|---|---|---|---|---|---|
| Bayview Asset Management, LLC | 10,000 | $1.10M | 0.65% | +10,000 | New |
| Private Advisor Group, LLC | 10,019 | $1.10M | 0.01% | −2,929−22.6% | Reduced |
| CBOE Vest Financial, LLC | 10,019 | $1.10M | 0.03% | +2,402+31.5% | Added |
| Huntington National Bank | 10,021 | $1.10M | 0.01% | −812−7.5% | Reduced |
| Moore Capital Management, LP | 10,061 | $1.11M | 0.02% | −129,553−92.8% | Reduced |
| Integrated Wealth Concepts LLC | 10,086 | $1.11M | 0.02% | +1,208+13.6% | Added |
| Beacon Pointe Advisors, LLC | 10,109 | $1.11M | 0.01% | −132−1.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,143 | $1.12M | 0.02% | −2,380−19.0% | Reduced |
| AXS Investments LLC | 10,297 | $1.13M | 0.32% | −1,094−9.6% | Reduced |
| Transcend Wealth Collective, LLC | 10,394 | $1.14M | 0.08% | +40.0% | Added |
| Virtu Financial LLC | 10,404 | $1.15M | 0.08% | +10,404 | New |
| Checchi Capital Advisers, LLC | 10,437 | $1.15M | 0.09% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,475 | $1.15M | 0.15% | −25−0.2% | Reduced |
| Unison Advisors LLC | 10,480 | $1.16M | 0.15% | +18+0.2% | Added |
| Stratos Wealth Partners, LTD. | 10,572 | $1.16M | 0.02% | +566+5.7% | Added |
| La Banque Postale Asset Management SA | 10,631 | $1.17M | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 10,751 | $1.18M | 0.53% | +6,549+155.9% | Added |
| X-Square Capital, LLC | 10,816 | $1.19M | 0.55% | −122−1.1% | Reduced |
| New Mexico Educational Retirement Board | 10,838 | $1.19M | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 10,847 | $1.19M | 0.02% | +506+4.9% | Added |
| Caitlin John, LLC | 10,859 | $1.20M | 0.87% | +10,859 | New |
| Pitcairn Co | 10,861 | $1.20M | 0.07% | +3,684+51.3% | Added |
| Tower Research Capital LLC (TRC) | 10,913 | $1.20M | 0.02% | −3,835−26.0% | Reduced |
| Pinnacle Associates Ltd | 10,923 | $1.20M | 0.02% | +2,713+33.0% | Added |
| Clearbridge Investments, LLC | 10,933 | $1.20M | 0.00% | +8,983+460.7% | Added |
| Inlet Private Wealth, LLC | 11,300 | $1.24M | 0.34% | +200+1.8% | Added |
| Lord, Abbett & Co. LLC | 11,705 | $1.29M | 0.00% | +1,229+11.7% | Added |
| WBI Investments | 11,802 | $1.30M | 0.31% | +11,802 | New |
| Louisiana State Employees Retirement System | 11,900 | $1.31M | 0.03% | −400−3.3% | Reduced |
| Colony Group, LLC | 11,966 | $1.32M | 0.00% | +11,966 | New |
| Two Sigma Securities, LLC | 12,068 | $1.33M | 0.06% | +12,068 | New |
| Securian Asset Management, Inc | 12,094 | $1.33M | 0.04% | −399−3.2% | Reduced |
| iA Global Asset Management Inc. | 12,168 | $1.34M | 0.03% | −5,511−31.2% | Reduced |
| Quantitative Investment Management, LLC | 12,330 | $1.36M | 0.15% | +12,330 | New |
| Vestmark Advisory Solutions, Inc. | 12,394 | $1.36M | 0.06% | +2,403+24.1% | Added |
| JT Stratford LLC | 12,569 | $1.38M | 0.26% | +12,569 | New |
| Affinity Investment Advisors, LLC | 12,587 | $1.39M | 1.04% | −1,219−8.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,595 | $1.39M | 0.01% | +2,783+28.4% | Added |
| Synovus Financial Corp | 12,625 | $1.39M | 0.02% | +374+3.1% | Added |
| ISAM Funds (UK) Ltd | 12,928 | $1.42M | 1.07% | −3,634−21.9% | Reduced |
| Centennial Bank | 12,976 | $1.43M | 0.70% | −882−6.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,050 | $1.44M | 0.03% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 13,088 | $1.44M | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,424 | $1.48M | 0.04% | −129,802−90.6% | Reduced |
| GLOBALT Investments LLC | 13,538 | $1.49M | 0.06% | −42−0.3% | Reduced |
| Hartford Investment Management Co | 13,554 | $1.49M | 0.05% | −216−1.6% | Reduced |
| Coastline Trust Co | 13,681 | $1.51M | 0.18% | +13,681 | New |
| Argonautica Private Wealth Management, Inc | 13,723 | $1.51M | 0.52% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,850 | $1.52M | 0.02% | −14,700−51.5% | Reduced |
| Symmetry Partners, LLC | 13,957 | $1.54M | 0.08% | −7,540−35.1% | Reduced |
| Roof Eidam & Maycock | 13,980 | $1.54M | 0.42% | +13,980 | New |
| EFG Asset Management (Americas) Corp. | 14,072 | $1.55M | 0.30% | +4,984+54.8% | Added |
| Empirical Finance, LLC | 14,074 | $1.55M | 0.10% | −737−5.0% | Reduced |
| Redwood Investment Management, LLC | 13,020 | $1.56M | 0.14% | +132+1.0% | Added |
| US Bancorp | 14,336 | $1.58M | 0.00% | +448+3.2% | Added |
| Mirabella Financial Services LLP | 14,584 | $1.61M | 0.12% | +14,584 | New |
| Estate Counselors, LLC | 14,690 | $1.62M | 0.18% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 14,918 | $1.64M | 1.01% | +1,472+10.9% | Added |
| Fox Run Management, L.L.C. | 15,105 | $1.66M | 0.31% | +6,634+78.3% | Added |
| Advisory Services Network, LLC | 15,242 | $1.68M | 0.03% | +143+0.9% | Added |
| Jupiter Wealth Management LLC | 12,822 | $1.69M | 0.90% | +622+5.1% | Added |
| Vestcor Inc | 15,703 | $1.73M | 0.06% | +732+4.9% | Added |
| MBB Public Markets I LLC | 15,705 | $1.73M | 0.04% | +15,705 | New |
| Atria Investments LLC | 15,705 | $1.73M | 0.02% | +2,358+17.7% | Added |
| Virtus Family Office LLC | 15,685 | $1.73M | 2.36% | −3,366−17.7% | Reduced |
| Kentucky Retirement Systems | 15,851 | $1.75M | 0.05% | −257−1.6% | Reduced |
| Brevan Howard Capital Management LP | 16,045 | $1.77M | 0.12% | +13,398+506.2% | Added |
| Dynamic Technology Lab Private Ltd | 16,205 | $1.78M | 0.20% | +16,205 | New |
| Mizuho Securities USA LLC | 16,220 | $1.79M | 0.04% | +16,220 | New |
| Maryland State Retirement & Pension System | 16,297 | $1.79M | 0.03% | −636−3.8% | Reduced |
| Eqis Capital Management, Inc. | 16,353 | $1.80M | 0.15% | +6,250+61.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,385 | $1.80M | 0.09% | −4,307−20.8% | Reduced |
| Kestra Advisory Services, LLC | 18,574 | $1.81M | 0.01% | −4,081−18.0% | Reduced |
| MAI Capital Management | 16,441 | $1.81M | 0.02% | +3,455+26.6% | Added |
| Venturi Wealth Management, LLC | 16,790 | $1.85M | 0.11% | +5,454+48.1% | Added |
| Bessemer Group Inc | 16,891 | $1.86M | 0.00% | +461+2.8% | Added |
| Savant Capital, LLC | 17,167 | $1.89M | 0.02% | −7,027−29.0% | Reduced |
| Avantax Advisory Services, Inc. | 17,194 | $1.89M | 0.01% | +14,229+479.9% | Added |
| Quest Partners LLC | 17,244 | $1.90M | 0.26% | +14,916+640.7% | Added |
| Elo Mutual Pension Insurance Co | 17,303 | $1.91M | 0.04% | +3,212+22.8% | Added |
| Teachers Retirement System of the State of Kentucky | 17,363 | $1.91M | 0.02% | −477−2.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,788 | $1.96M | 0.01% | +1,309+7.9% | Added |
| CWM, LLC | 17,826 | $1.96M | 0.01% | −2,035−10.2% | Reduced |
| Steel Peak Wealth Management LLC | 17,946 | $1.98M | 0.09% | +17,946 | New |
| Caxton Associates LP | 17,994 | $1.98M | 0.08% | +9,724+117.6% | Added |
| Oregon Public Employees Retirement Fund | 18,081 | $1.99M | 0.04% | −100−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 18,127 | $2.00M | 0.02% | +645+3.7% | Added |
| Davenport & Co LLC | 18,219 | $2.01M | 0.01% | +18,219 | New |
| Gulf International Bank (UK) Ltd | 18,335 | $2.02M | 0.05% | −736−3.9% | Reduced |
| Thrivent Financial for Lutherans | 18,364 | $2.02M | 0.00% | +3,446+23.1% | Added |
| Palisade Capital Management LLC | 18,521 | $2.04M | 0.06% | −6,153−24.9% | Reduced |
| Toroso Investments, LLC | 18,523 | $2.04M | 0.03% | −8,875−32.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 18,622 | $2.05M | 1.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 18,687 | $2.06M | 0.03% | +1,985+11.9% | Added |
| Raymond James Trust N.A. | 19,002 | $2.09M | 0.05% | −923−4.6% | Reduced |
| Bridgeway Capital Management, LLC | 19,350 | $2.13M | 0.05% | −5,600−22.4% | Reduced |
| GTS Securities LLC | 20,764 | $2.29M | 0.05% | −6,946−25.1% | Reduced |
| Geneos Wealth Management Inc. | 20,830 | $2.29M | 0.10% | −1,020−4.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,930 | $2.30M | 0.01% | +3,746+21.8% | Added |
| Public Employees Retirement Association of Colorado | 21,568 | $2.38M | 0.01% | −2,856−11.7% | Reduced |