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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 44 | $4.85K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 40 | $4.22K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 36 | $3.98K | 0.00% | −6−14.3% | Reduced |
| MCF Advisors LLC | 36 | $3.96K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 34 | $3.74K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 32 | $3.52K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 31 | $3.41K | 0.00% | −1−3.1% | Reduced |
| Wolff Wiese Magana LLC | 31 | $3.41K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 31 | $3.41K | 0.00% | −273−89.8% | Reduced |
| Beacon Capital Management, LLC | 28 | $3.08K | 0.00% | +8+40.0% | Added |
| Valley National Advisers Inc | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 27 | $2.97K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 27 | $2.97K | 0.00% | +27 | New |
| Sachetta, LLC | 19 | $2.53K | 0.00% | +19 | New |
| GHP Investment Advisors, Inc. | 22 | $2.42K | 0.00% | +22 | New |
| Private Ocean, LLC | 22 | $2.42K | 0.00% | +22 | New |
| Innealta Capital, LLC | 22 | $2.42K | 0.00% | +22 | New |
| Fairway Wealth LLC | 22 | $2.42K | 0.00% | +22 | New |
| GPS Wealth Strategies Group, LLC | 20 | $2.23K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $2.09K | 0.00% | −4−17.4% | Reduced |
| SYSTM Wealth Solutions LLC | 17 | $1.87K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16 | $1.76K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $1.65K | 0.00% | −53−77.9% | Reduced |
| TFC Financial Management | 15 | $1.65K | 0.00% | +6+66.7% | Added |
| Raffa Wealth Management, LLC | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.10K | 0.00% | +5+100.0% | Added |
| Triad Wealth Partners, LLC | 8 | $934 | 0.00% | +8 | New |
| Trust Co of Vermont | 8 | $881 | 0.00% | +8 | New |
| Unique Wealth Strategies, LLC | 7 | $844 | 0.00% | +7 | New |
| Tradewinds Capital Management, LLC | 7 | $771 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 7 | $771 | 0.00% | +7 | New |
| Riggs Asset Managment Co. Inc. | 7 | $771 | 0.00% | +7 | New |
| Abound Wealth Management | 6 | $661 | 0.00% | −12−66.7% | Reduced |
| Ruedi Wealth Management, Inc. | 6 | $661 | 0.00% | +6 | New |
| State of Wyoming | 5 | $551 | 0.00% | −901−99.4% | Reduced |
| Asset Dedication, LLC | 5 | $551 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 2 | $211 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 0 | $1 | 0.00% | 0 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −172,359−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −113,454−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −75,526−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −57,546−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −49,597−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −43,862−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −34,954−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −21,302−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −18,230−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −16,803−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −15,527−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −14,988−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −14,815−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −10,457−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −10,182−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −8,555−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −8,386−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −8,091−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −8,067−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −7,945−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −7,452−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −6,859−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −6,522−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −4,241−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,025−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,371−100.0% | Sold out |
| Yeomans Consulting Group, Inc. | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −4,119−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| Brown Capital Management LLC | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,388−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −3,330−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,818−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Aspen Investment Management Inc | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −2,529−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −2,014−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,968−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,897−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −1,859−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −1,847−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| ERn Financial, LLC | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |