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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 12,625 | $1.39M | 0.02% | +374+3.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,595 | $1.39M | 0.01% | +2,783+28.4% | Added |
| Affinity Investment Advisors, LLC | 12,587 | $1.39M | 1.04% | −1,219−8.8% | Reduced |
| JT Stratford LLC | 12,569 | $1.38M | 0.26% | +12,569 | New |
| Vestmark Advisory Solutions, Inc. | 12,394 | $1.36M | 0.06% | +2,403+24.1% | Added |
| Quantitative Investment Management, LLC | 12,330 | $1.36M | 0.15% | +12,330 | New |
| iA Global Asset Management Inc. | 12,168 | $1.34M | 0.03% | −5,511−31.2% | Reduced |
| Securian Asset Management, Inc | 12,094 | $1.33M | 0.04% | −399−3.2% | Reduced |
| Two Sigma Securities, LLC | 12,068 | $1.33M | 0.06% | +12,068 | New |
| Colony Group, LLC | 11,966 | $1.32M | 0.00% | +11,966 | New |
| Louisiana State Employees Retirement System | 11,900 | $1.31M | 0.03% | −400−3.3% | Reduced |
| WBI Investments | 11,802 | $1.30M | 0.31% | +11,802 | New |
| Lord, Abbett & Co. LLC | 11,705 | $1.29M | 0.00% | +1,229+11.7% | Added |
| Inlet Private Wealth, LLC | 11,300 | $1.24M | 0.34% | +200+1.8% | Added |
| Clearbridge Investments, LLC | 10,933 | $1.20M | 0.00% | +8,983+460.7% | Added |
| Pinnacle Associates Ltd | 10,923 | $1.20M | 0.02% | +2,713+33.0% | Added |
| Tower Research Capital LLC (TRC) | 10,913 | $1.20M | 0.02% | −3,835−26.0% | Reduced |
| Pitcairn Co | 10,861 | $1.20M | 0.07% | +3,684+51.3% | Added |
| Caitlin John, LLC | 10,859 | $1.20M | 0.87% | +10,859 | New |
| Umb Bank N A | 10,847 | $1.19M | 0.02% | +506+4.9% | Added |
| New Mexico Educational Retirement Board | 10,838 | $1.19M | 0.04% | 00.0% | Unchanged |
| X-Square Capital, LLC | 10,816 | $1.19M | 0.55% | −122−1.1% | Reduced |
| Machina Capital S.A.S. | 10,751 | $1.18M | 0.53% | +6,549+155.9% | Added |
| La Banque Postale Asset Management SA | 10,631 | $1.17M | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,572 | $1.16M | 0.02% | +566+5.7% | Added |
| Unison Advisors LLC | 10,480 | $1.16M | 0.15% | +18+0.2% | Added |
| Institute for Wealth Management, LLC. | 10,475 | $1.15M | 0.15% | −25−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 10,437 | $1.15M | 0.09% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,404 | $1.15M | 0.08% | +10,404 | New |
| Transcend Wealth Collective, LLC | 10,394 | $1.14M | 0.08% | +40.0% | Added |
| AXS Investments LLC | 10,297 | $1.13M | 0.32% | −1,094−9.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,143 | $1.12M | 0.02% | −2,380−19.0% | Reduced |
| Beacon Pointe Advisors, LLC | 10,109 | $1.11M | 0.01% | −132−1.3% | Reduced |
| Integrated Wealth Concepts LLC | 10,086 | $1.11M | 0.02% | +1,208+13.6% | Added |
| Moore Capital Management, LP | 10,061 | $1.11M | 0.02% | −129,553−92.8% | Reduced |
| Huntington National Bank | 10,021 | $1.10M | 0.01% | −812−7.5% | Reduced |
| CBOE Vest Financial, LLC | 10,019 | $1.10M | 0.03% | +2,402+31.5% | Added |
| Private Advisor Group, LLC | 10,019 | $1.10M | 0.01% | −2,929−22.6% | 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 |
| Bayview Asset Management, LLC | 10,000 | $1.10M | 0.65% | +10,000 | New |
| MorganRosel Wealth Management, LLC | 9,999 | $1.10M | 0.39% | −904−8.3% | Reduced |
| Metis Global Partners, LLC | 9,978 | $1.10M | 0.04% | −127−1.3% | Reduced |
| SRN Advisors, LLC | 9,880 | $1.09M | 0.90% | 00.0% | Unchanged |
| LMR Partners LLP | 9,836 | $1.08M | 0.02% | −923−8.6% | Reduced |
| Teza Capital Management LLC | 9,655 | $1.06M | 0.13% | +9,655 | New |
| IFP Advisors, Inc | 9,529 | $1.05M | 0.04% | −3,430−26.5% | Reduced |
| Aspire Private Capital, LLC | 9,253 | $1.02M | 0.26% | +297+3.3% | Added |
| Principal Securities, Inc. | 9,233 | $1.02M | 0.03% | +1,225+15.3% | Added |
| Contravisory Investment Management, Inc. | 9,220 | $1.02M | 0.22% | +19+0.2% | Added |
| Prospera Financial Services Inc | 9,216 | $1.01M | 0.03% | +9,216 | New |
| Campbell & CO Investment Adviser LLC | 9,173 | $1.01M | 0.09% | +1,813+24.6% | Added |
| Everence Capital Management Inc | 9,050 | $1.01M | 0.07% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 9,066 | $999.1K | 0.01% | +1,316+17.0% | Added |
| Banque Cantonale Vaudoise | 9,036 | $995.0K | 0.04% | −4,110−31.3% | Reduced |
| Merit Financial Group, LLC | 8,988 | $989.5K | 0.02% | +8,988 | New |
| Rakuten Investment Management, Inc. | 8,980 | $985.6K | 0.01% | +3,246+56.6% | Added |
| Plato Investment Management Ltd | 8,945 | $984.8K | 0.09% | −389−4.2% | Reduced |
| Atlas Capital Advisors LLC | 8,915 | $981.5K | 0.13% | −1,047−10.5% | Reduced |
| Apollon Wealth Management, LLC | 8,837 | $972.9K | 0.03% | −5,998−40.4% | Reduced |
| Logan Capital Management Inc | 8,821 | $971.2K | 0.04% | +8,821 | New |
| Natixis | 8,791 | $967.9K | 0.01% | −60,449−87.3% | Reduced |
| CIBC Private Wealth Group, LLC | 9,096 | $957.4K | 0.00% | +481+5.6% | Added |
| Wedbush Securities Inc | 8,684 | $956.0K | 0.03% | −140−1.6% | Reduced |
| Private Advisory Group LLC | 8,634 | $950.6K | 0.12% | −487−5.3% | Reduced |
| Schechter Investment Advisors, LLC | 8,614 | $948.4K | 0.07% | +48+0.6% | Added |
| Monticello Wealth Management, LLC | 8,600 | $946.9K | 0.09% | 00.0% | Unchanged |
| Veriti Management LLC | 8,584 | $945.1K | 0.06% | +1,082+14.4% | Added |
| CSS LLC | 8,500 | $935.9K | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,472 | $932.8K | 0.01% | −67−0.8% | Reduced |
| AE Wealth Management LLC | 8,418 | $926.9K | 0.01% | +1,075+14.6% | Added |
| Northwestern Mutual Wealth Management Co | 8,373 | $921.7K | 0.00% | +1,203+16.8% | Added |
| Csenge Advisory Group | 8,351 | $919.5K | 0.05% | +89+1.1% | Added |
| Readystate Asset Management LP | 8,350 | $919.3K | 0.04% | +5,000+149.3% | Added |
| William B. Walkup & Associates, Inc. | 8,276 | $911.2K | 0.60% | +8,276 | New |
| Cypress Capital Group | 8,263 | $909.8K | 0.11% | −1,040−11.2% | Reduced |
| Petra Financial Advisors Inc | 8,208 | $903.7K | 0.65% | −29−0.4% | Reduced |
| Midland Wealth Advisors LLC | 8,121 | $894.1K | 0.05% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 8,116 | $893.6K | 0.44% | +934+13.0% | Added |
| Smith, Moore & Co. | 8,036 | $884.8K | 0.09% | +378+4.9% | Added |
| AlTi Global, Inc. | 7,933 | $874.6K | 0.02% | −671−7.8% | Reduced |
| LVW Advisors, LLC | 7,911 | $871.0K | 0.13% | +5,754+266.8% | Added |
| Castlekeep Investment Advisors LLC | 7,904 | $870.2K | 0.67% | +181+2.3% | Added |
| Public Sector Pension Investment Board | 7,817 | $860.7K | 0.01% | +2,970+61.3% | Added |
| Pensionmark Financial Group, LLC | 7,809 | $859.8K | 0.05% | +2,565+48.9% | Added |
| Ostrum Asset Management | 7,804 | $859.2K | 0.07% | −2,472−24.1% | Reduced |
| Morse Asset Management, Inc | 7,715 | $849.0K | 0.21% | +7,715 | New |
| Simplex Trading, LLC | 7,518 | $827.0K | 0.03% | +4,759+172.5% | Added |
| Panagora Asset Management Inc | 7,501 | $825.9K | 0.00% | −16,655−68.9% | Reduced |
| Norinchukin Bank, The | 7,495 | $825.2K | 0.02% | +139+1.9% | Added |
| WealthTrust Asset Management, LLC | 7,458 | $821.1K | 0.60% | −48−0.6% | Reduced |
| Outlook Wealth Advisors, LLC | 7,410 | $815.9K | 0.39% | −118−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 7,405 | $815.3K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Advisors | 7,379 | $812.4K | 0.10% | −534−6.7% | Reduced |
| Westover Capital Advisors, LLC | 7,253 | $798.6K | 0.21% | +1,091+17.7% | Added |
| Meeder Asset Management Inc | 7,219 | $794.8K | 0.06% | −80,858−91.8% | Reduced |
| Duncan Williams Asset Management, LLC | 7,179 | $790.4K | 0.67% | +621+9.5% | Added |
| Personal Cfo Solutions, LLC | 7,175 | $789.9K | 0.12% | +25+0.3% | Added |
| Gateway Investment Advisers LLC | 7,173 | $789.7K | 0.01% | −1,440−16.7% | Reduced |