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 |
|---|---|---|---|---|---|
| Smith, Salley & Associates | 3,849 | $423.8K | 0.03% | −8−0.2% | Reduced |
| Park Place Capital Corp | 3,848 | $423.7K | 0.14% | +1,831+90.8% | Added |
| Glen Eagle Advisors, LLC | 3,842 | $423.0K | 0.08% | 00.0% | Unchanged |
| Inceptionr LLC | 3,819 | $420.5K | 0.12% | +3,819 | New |
| Patten Group, Inc. | 3,805 | $418.9K | 0.10% | +109+2.9% | Added |
| Richard W. Paul & Associates, LLC | 3,781 | $416.3K | 0.16% | −53−1.4% | Reduced |
| Precision Wealth Strategies, LLC | 3,771 | $415.2K | 0.43% | +463+14.0% | Added |
| Community Bank & Trust, Waco, Texas | 3,741 | $412.0K | 0.10% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,717 | $410.0K | 0.02% | +222+6.4% | Added |
| Cooper Financial Group | 3,652 | $402.1K | 0.06% | +3,652 | New |
| Tectonic Advisors LLC | 3,642 | $401.0K | 0.03% | −302−7.7% | Reduced |
| Laurion Capital Management LP | 3,639 | $400.7K | 0.01% | −111,546−96.8% | Reduced |
| Advisors Asset Management, Inc. | 3,610 | $397.5K | 0.01% | +1,898+110.9% | Added |
| Kesler, Norman & Wride, LLC | 3,605 | $396.8K | 0.08% | +3,605 | New |
| CX Institutional | 3,603 | $396.7K | 0.02% | +2,016+127.0% | Added |
| Peapack Gladstone Financial Corp | 3,536 | $389.0K | 0.01% | −1,800−33.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,514 | $387.0K | 0.27% | −326−8.5% | Reduced |
| Verdence Capital Advisors LLC | 3,501 | $385.5K | 0.03% | −4,109−54.0% | Reduced |
| Kingsview Wealth Management, LLC | 3,473 | $382.4K | 0.01% | +3,473 | New |
| New Wave Wealth Advisors LLC | 3,398 | $374.1K | 0.20% | +3,398 | New |
| Horizon Advisory Services, Inc. | 3,392 | $373.5K | 0.18% | +3+0.1% | Added |
| National Asset Management, Inc. | 3,385 | $373.3K | 0.01% | −1,087−24.3% | Reduced |
| Concurrent Investment Advisors, LLC | 3,376 | $371.7K | 0.01% | +906+36.7% | Added |
| Bleakley Financial Group, LLC | 3,344 | $368.2K | 0.01% | −107−3.1% | Reduced |
| Simplicity Wealth,LLC | 3,341 | $367.8K | 0.01% | −110−3.2% | Reduced |
| Meeder Advisory Services, Inc. | 3,337 | $367.4K | 0.03% | +977+41.4% | Added |
| First Horizon Advisors, Inc. | 3,336 | $367.3K | 0.01% | −12−0.4% | Reduced |
| Horizon Investments, LLC | 3,311 | $364.5K | 0.01% | −18−0.5% | Reduced |
| Harbour Investments, Inc. | 3,306 | $364.0K | 0.01% | +14+0.4% | Added |
| KMG Fiduciary Partners, LLC | 3,304 | $363.7K | 0.04% | +201+6.5% | Added |
| Pallas Capital Advisors LLC | 2,892 | $360.9K | 0.02% | +49+1.7% | Added |
| Kestra Private Wealth Services, LLC | 3,278 | $360.9K | 0.01% | −3,915−54.4% | Reduced |
| Perigon Wealth Management, LLC | 3,271 | $360.1K | 0.01% | +9+0.3% | Added |
| D'Orazio & Associates, Inc. | 3,235 | $356.2K | 0.05% | +502+18.4% | Added |
| Parallel Advisors, LLC | 3,226 | $355.2K | 0.01% | −521−13.9% | Reduced |
| Old National Bancorp | 3,162 | $348.1K | 0.01% | +670+26.9% | Added |
| Group One Trading, L.P. | 3,157 | $347.6K | 0.01% | −1,292−29.0% | Reduced |
| Alps Advisors Inc | 3,117 | $343.2K | 0.00% | −17−0.5% | Reduced |
| J.W. Cole Advisors, Inc. | 3,099 | $341.2K | 0.02% | +28+0.9% | Added |
| Planned Solutions, Inc. | 3,057 | $336.6K | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,040 | $334.7K | 0.01% | +2+0.1% | Added |
| Algert Global LLC | 3,037 | $334.4K | 0.01% | +3,037 | New |
| D. E. Shaw & Co., Inc. | 3,021 | $332.6K | 0.00% | −14,787−83.0% | Reduced |
| Legal Advantage Investments, Inc. | 3,020 | $332.5K | 0.19% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,008 | $331.2K | 0.12% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,008 | $331.0K | 0.00% | −2,766−47.9% | Reduced |
| Axxcess Wealth Management, LLC | 3,000 | $330.3K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 3,000 | $330.3K | 0.01% | +500+20.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,993 | $329.5K | 0.05% | −1,270−29.8% | Reduced |
| Argent Trust Co | 2,988 | $329.0K | 0.01% | +53+1.8% | Added |
| Wedmont Private Capital | 2,821 | $328.2K | 0.02% | +270+10.6% | Added |
| Ashton Thomas Private Wealth, LLC | 2,966 | $326.6K | 0.02% | +56+1.9% | Added |
| Harvest Fund Management Co., Ltd | 2,936 | $323.0K | 0.02% | −556−15.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,930 | $322.6K | 0.22% | +2,930 | New |
| Knuff & Co LLC | 2,915 | $320.9K | 0.10% | +2,115+264.4% | Added |
| Optimum Investment Advisors | 2,900 | $319.3K | 0.14% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,893 | $319.0K | 0.02% | −268−8.5% | Reduced |
| MQS Management LLC | 2,857 | $314.6K | 0.19% | −6,947−70.9% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,854 | $314.2K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,851 | $313.9K | 0.03% | +43+1.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,548 | $312.2K | 0.00% | −6,329−71.3% | Reduced |
| Rehmann Capital Advisory Group | 2,811 | $309.6K | 0.02% | −43−1.5% | Reduced |
| FDx Advisors, Inc. | 2,798 | $308.0K | 0.09% | −805−22.3% | Reduced |
| RFG Advisory, LLC | 2,767 | $304.7K | 0.01% | −111−3.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,762 | $304.1K | 0.00% | −45−1.6% | Reduced |
| Eads & Heald Wealth Management | 2,739 | $302.0K | 0.15% | +201+7.9% | Added |
| Evolution Wealth Advisors, LLC | 2,743 | $301.9K | 0.06% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,729 | $300.5K | 0.04% | +2,729 | New |
| Oppenheimer Asset Management Inc. | 2,699 | $297.2K | 0.00% | −3−0.1% | Reduced |
| Aldebaran Financial Inc. | 2,695 | $296.7K | 0.41% | +2,695 | New |
| 1858 Wealth Management, LLC | 2,682 | $295.3K | 0.25% | −487−15.4% | Reduced |
| Burford Brothers, Inc. | 2,681 | $295.1K | 0.17% | +23+0.9% | Added |
| Moody Aldrich Partners LLC | 2,668 | $293.7K | 0.06% | −1,267−32.2% | Reduced |
| Boothbay Fund Management, LLC | 2,658 | $292.6K | 0.01% | +2,658 | New |
| SpiderRock Advisors, LLC | 2,653 | $292.2K | 0.01% | +12+0.5% | Added |
| HB Wealth Management, LLC | 2,649 | $291.7K | 0.00% | +214+8.8% | Added |
| Trust Asset Management LLC | 2,627 | $289.2K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,604 | $286.7K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,592 | $284.5K | 0.03% | −257−9.0% | Reduced |
| Exencial Wealth Advisors, LLC | 2,580 | $284.1K | 0.01% | −95−3.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,580 | $284.0K | 0.00% | +912+54.7% | Added |
| Candriam Luxembourg S.C.A. | – | $283.5K | 0.00% | – | New |
| Accurate Wealth Management, LLC | 2,405 | $279.5K | 0.07% | +354+17.3% | Added |
| Capital Analysts, LLC | 2,532 | $279.0K | 0.01% | +840+49.6% | Added |
| Westwood Holdings Group Inc. | 2,528 | $278.3K | 0.00% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,506 | $275.9K | 0.02% | −363−12.7% | Reduced |
| Fortem Financial Group, LLC | 2,503 | $275.6K | 0.12% | 00.0% | Unchanged |
| Washington Trust Bank | 2,500 | $275.3K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,491 | $274.3K | 0.01% | +2,491 | New |
| SC&H Financial Advisors, Inc. | 2,480 | $273.0K | 0.07% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 2,467 | $271.6K | 0.06% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,458 | $270.6K | 0.20% | +2,458 | New |
| EP Wealth Advisors, LLC | 2,452 | $270.0K | 0.00% | +415+20.4% | Added |
| Custom Index Systems, LLC | 2,424 | $266.9K | 0.15% | +2,424 | New |
| Gallacher Capital Management LLC | 2,402 | $264.5K | 0.14% | +2,402 | New |
| CWM Advisors, LLC | 2,396 | $263.8K | 0.03% | −8,773−78.5% | Reduced |
| Farther Finance Advisors, LLC | 2,482 | $263.7K | 0.01% | +891+56.0% | Added |
| Equitable Holdings, Inc. | 2,394 | $263.6K | 0.00% | +126+5.6% | Added |
| Florida Financial Advisors, LLC | 2,391 | $263.2K | 0.16% | +405+20.4% | Added |
| Hyperion Capital Advisors LP | 2,388 | $262.9K | 0.12% | 00.0% | Unchanged |