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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 7,157 | $788.0K | 0.00% | −52−0.7% | Reduced |
| Clarius Group, LLC | 7,134 | $785.5K | 0.06% | −174−2.4% | Reduced |
| HM Payson & Co | 7,117 | $783.6K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 7,096 | $781.3K | 0.26% | +7,096 | New |
| Tokio Marine Asset Management Co Ltd | 7,035 | $774.6K | 0.04% | −264−3.6% | Reduced |
| Fiduciary Family Office, LLC | 6,980 | $768.5K | 0.30% | +71+1.0% | Added |
| We Are One Seven, LLC | 6,970 | $767.4K | 0.04% | +2,366+51.4% | Added |
| Gsa Capital Partners LLP | 6,955 | $766.0K | 0.05% | +6,955 | New |
| NEOS Investment Management LLC | 6,876 | $757.0K | 0.03% | +1,992+40.8% | Added |
| River Street Advisors LLC | 6,836 | $752.6K | 0.47% | +629+10.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,784 | $746.9K | 0.05% | −216−3.1% | Reduced |
| TFB Advisors LLC | 6,730 | $741.0K | 0.24% | +811+13.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,693 | $736.9K | 0.02% | −38−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 6,631 | $730.1K | 0.02% | +2,558+62.8% | Added |
| Unigestion Holding SA | 7,071 | $729.9K | 0.04% | −1,108−13.5% | Reduced |
| Moloney Securities Asset Management, LLC | 6,626 | $729.5K | 0.11% | +1,235+22.9% | Added |
| Scientech Research LLC | 6,605 | $727.2K | 0.15% | +6,605 | New |
| Johnson Investment Counsel Inc | 6,583 | $724.8K | 0.01% | −913−12.2% | Reduced |
| HighPoint Advisor Group LLC | 5,422 | $722.0K | 0.04% | +133+2.5% | Added |
| Anchor Investment Management, LLC | 6,516 | $717.4K | 0.07% | −50−0.8% | Reduced |
| Penserra Capital Management LLC | 6,456 | $711.0K | 0.01% | −494−7.1% | Reduced |
| Jump Financial, LLC | 6,442 | $709.3K | 0.01% | +3,964+160.0% | Added |
| Hanseatic Management Services Inc | 6,427 | $707.6K | 1.06% | +145+2.3% | Added |
| Central Trust Co | 6,341 | $698.2K | 0.02% | +2,065+48.3% | Added |
| Aprio Wealth Management, LLC | 6,337 | $697.8K | 0.13% | +1,350+27.1% | Added |
| Virtus Investment Advisers, Inc. | 6,323 | $696.2K | 0.59% | −1,291−17.0% | Reduced |
| Greenfield Savings Bank | 6,312 | $695.0K | 0.36% | +822+15.0% | Added |
| Cyr Financial Inc. | 6,269 | $690.2K | 0.69% | +6,269 | New |
| Gateway Advisory, LLC | 6,200 | $682.6K | 0.12% | +318+5.4% | Added |
| Signaturefd, LLC | 6,181 | $680.5K | 0.01% | +119+2.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,015 | $662.3K | 0.07% | +2,587+75.5% | Added |
| Keebeck Wealth Management, LLC | 5,951 | $656.4K | 0.10% | +3+0.1% | Added |
| DoubleLine ETF Adviser LP | 5,847 | $643.8K | 0.17% | +5,847 | New |
| Baader Bank INC | 5,715 | $628.7K | 0.05% | +5,715 | New |
| Beacon Investment Advisory Services, Inc. | 5,635 | $620.4K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5,528 | $609.0K | 0.11% | +29+0.5% | Added |
| Independent Advisor Alliance | 5,518 | $607.5K | 0.02% | +1,239+29.0% | Added |
| Moors & Cabot, Inc. | 5,515 | $607.2K | 0.03% | +5+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,490 | $604.4K | 0.01% | +206+3.9% | Added |
| FCG Investment Co | 5,475 | $602.8K | 0.46% | +336+6.5% | Added |
| Lakeview Capital Partners, LLC | 4,997 | $602.7K | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,448 | $599.8K | 0.04% | +2,331+74.8% | Added |
| Patron Partners Advisors, LLC | 5,400 | $594.5K | 0.35% | 00.0% | Unchanged |
| Syon Capital LLC | 5,367 | $590.9K | 0.05% | +42+0.8% | Added |
| Tyler-Stone Wealth Management | 5,350 | $589.0K | 0.24% | −807−13.1% | Reduced |
| EHP Funds Inc. | 5,300 | $583.5K | 0.29% | −600−10.2% | Reduced |
| Agf Management Ltd | 5,217 | $574.4K | 0.00% | +5,217 | New |
| Tocqueville Asset Management L.P. | 5,160 | $568.1K | 0.01% | +68+1.3% | Added |
| V-Square Quantitative Management LLC | 5,149 | $566.9K | 0.09% | −505−8.9% | Reduced |
| Ronald Blue Trust, Inc. | 4,683 | $564.9K | 0.01% | +1,495+46.9% | Added |
| NBC Securities, Inc. | 5,111 | $562.0K | 0.05% | +337+7.1% | Added |
| Graham Capital Management, L.P. | 4,996 | $550.1K | 0.02% | +4,996 | New |
| Applied Finance Capital Management, LLC | 4,978 | $548.1K | 0.03% | +4,978 | New |
| Everhart Financial Group, Inc. | 4,963 | $546.4K | 0.14% | +786+18.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,943 | $543.9K | 0.02% | +4,943 | New |
| Concord Wealth Partners | 4,919 | $541.6K | 0.10% | +74+1.5% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $531.7K | 0.01% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 4,829 | $531.7K | 0.13% | +74+1.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,776 | $525.9K | 0.02% | +4,776 | New |
| Wetherby Asset Management Inc | 4,773 | $525.5K | 0.02% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 4,740 | $522.0K | 0.24% | +2,619+123.5% | Added |
| First Hawaiian Bank | 4,737 | $521.5K | 0.02% | +2,287+93.3% | Added |
| Resources Investment Advisors, LLC. | 4,724 | $520.2K | 0.01% | +2,795+144.9% | Added |
| Schwartz Investment Counsel Inc | 4,650 | $512.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,624 | $509.1K | 0.21% | +4,624 | New |
| Fidelis Capital Partners, LLC | 4,240 | $508.7K | 0.07% | +927+28.0% | Added |
| Wahed Invest LLC | 4,605 | $507.0K | 0.10% | +470+11.4% | Added |
| Ballentine Partners, LLC | 4,538 | $499.6K | 0.01% | +781+20.8% | Added |
| TownSquare Capital, LLC | 4,511 | $496.7K | 0.01% | +1,939+75.4% | Added |
| Atomi Financial Group, Inc. | 4,477 | $492.9K | 0.04% | +395+9.7% | Added |
| Harbor Capital Advisors, Inc. | 4,473 | $492.0K | 0.04% | −149−3.2% | Reduced |
| United Community Bank | 4,463 | $491.4K | 0.20% | +357+8.7% | Added |
| Forum Financial Management, LP | 4,455 | $490.5K | 0.01% | +296+7.1% | Added |
| CTC Alternative Strategies, Ltd. | 4,400 | $484.4K | 0.21% | +4,400 | New |
| Change Path, LLC | 4,400 | $484.0K | 0.02% | −49−1.1% | Reduced |
| Renasant Bank | 4,327 | $476.4K | 0.33% | +2,377+121.9% | Added |
| Coldstream Capital Management Inc | 4,324 | $476.1K | 0.01% | +358+9.0% | Added |
| Dark Forest Capital Management LP | 4,321 | $475.7K | 0.09% | −8,052−65.1% | Reduced |
| Stevens Capital Management LP | 4,316 | $475.0K | 0.16% | +4,316 | New |
| Brown Brothers Harriman & Co | 4,310 | $474.5K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,303 | $473.8K | 0.02% | −3,724−46.4% | Reduced |
| Menard Financial Group LLC | 4,280 | $471.3K | 0.34% | +826+23.9% | Added |
| Profund Advisors LLC | 4,220 | $464.6K | 0.02% | −882−17.3% | Reduced |
| Raleigh Capital Management Inc. | 4,192 | $461.6K | 0.20% | +153+3.8% | Added |
| Ascent Group, LLC | 4,188 | $461.1K | 0.04% | +1,068+34.2% | Added |
| Greenleaf Trust | 4,175 | $459.7K | 0.00% | +76+1.9% | Added |
| Ellevest, Inc. | 4,120 | $453.6K | 0.03% | +479+13.2% | Added |
| SkyOak Wealth, LLC | 4,110 | $452.5K | 0.11% | −3,150−43.4% | Reduced |
| Impact Partnership Wealth, LLC | 4,094 | $450.8K | 0.12% | +2,017+97.1% | Added |
| RSM US Wealth Management LLC | 4,224 | $450.4K | 0.01% | +4,224 | New |
| Family Firm, Inc. | 4,079 | $449.0K | 0.10% | +8+0.2% | Added |
| One Wealth Advisors, LLC | 3,616 | $444.8K | 0.10% | −2−0.1% | Reduced |
| Boston Private Wealth LLC | 4,025 | $443.1K | 0.01% | −430−9.7% | Reduced |
| Yorktown Management & Research Co Inc | 4,000 | $440.4K | 0.47% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,141 | $439.9K | 0.08% | −738−15.1% | Reduced |
| Prudential PLC | 3,976 | $437.8K | 0.00% | +2,260+131.7% | Added |
| Colton Groome Financial Advisors, LLC | 3,975 | $437.6K | 0.17% | +3,975 | New |
| Kathmere Capital Management, LLC | 3,965 | $436.5K | 0.05% | +821+26.1% | Added |
| Financial Counselors Inc | 3,924 | $432.0K | 0.01% | −143−3.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $425.3K | 0.02% | 00.0% | Unchanged |