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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 2,385 | $262.6K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,384 | $262.5K | 0.01% | +2,384 | New |
| Integrated Investment Consultants, LLC | 2,156 | $260.1K | 0.07% | 00.0% | Unchanged |
| Archer Investment Corp | 2,362 | $260.1K | 0.08% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,357 | $259.6K | 0.03% | −223−8.6% | Reduced |
| Bramshill Investments, LLC | 2,345 | $258.2K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,337 | $257.3K | 0.02% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 2,329 | $256.4K | 0.06% | +87+3.9% | Added |
| Global Retirement Partners, LLC | 2,327 | $256.2K | 0.01% | +101+4.5% | Added |
| Strategic Wealth Partners, Ltd. | 2,327 | $256.2K | 0.03% | +557+31.5% | Added |
| Wayfinding Financial, LLC | 2,317 | $255.0K | 0.14% | +2,317 | New |
| Fifth Third Wealth Advisors LLC | 2,311 | $254.4K | 0.02% | +2,311 | New |
| Ameritas Investment Partners, Inc. | 2,307 | $254.0K | 0.01% | −89−3.7% | Reduced |
| Oxford Asset Management LLP | 2,294 | $252.6K | 0.25% | +2,294 | New |
| Camden Capital, LLC | 2,274 | $250.4K | 0.02% | −104−4.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,270 | $249.9K | 0.04% | +2,270 | New |
| Cigna Investments Inc | 2,268 | $249.0K | 0.05% | −40−1.7% | Reduced |
| Delta Investment Management, LLC | 2,239 | $246.5K | 0.05% | +183+8.9% | Added |
| Riverwater Partners LLC | 2,226 | $245.1K | 0.18% | −38−1.7% | Reduced |
| Inspire Advisors, LLC | 2,221 | $244.6K | 0.03% | +2,221 | New |
| Premier Path Wealth Partners, LLC | 2,217 | $244.0K | 0.04% | +484+27.9% | Added |
| Erste Asset Management GmbH | 2,200 | $242.1K | 0.00% | +2,200 | New |
| Kolinsky Wealth Management, LLC | 2,189 | $241.0K | 0.17% | −619−22.0% | Reduced |
| Fiduciary Trust Co | 2,175 | $239.5K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,170 | $238.9K | 0.02% | −722−25.0% | Reduced |
| Conning Inc. | 2,167 | $238.6K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,144 | $236.1K | 0.01% | +2,144 | New |
| Madison Asset Management, LLC | 2,140 | $235.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,139 | $235.5K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,134 | $235.0K | 0.02% | +29+1.4% | Added |
| AMG National Trust Bank | 2,121 | $233.5K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 2,111 | $232.4K | 0.06% | +2+0.1% | Added |
| Advus Financial Partners, LLC | 2,107 | $232.0K | 0.07% | +2,107 | New |
| Kapitalo Investimentos Ltda | 2,105 | $231.8K | 0.07% | −1,772−45.7% | Reduced |
| Smartleaf Asset Management LLC | 2,111 | $231.7K | 0.04% | −1,537−42.1% | Reduced |
| Kennedy Capital Management, Inc. | 2,099 | $231.1K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,109 | $231.0K | 0.00% | +609+40.6% | Added |
| Omnia Family Wealth, LLC | 2,094 | $231.0K | 0.10% | +29+1.4% | Added |
| Nwam LLC | 2,097 | $230.9K | 0.07% | +41+2.0% | Added |
| Sienna Gestion | 2,082 | $229.1K | 0.02% | −819−28.2% | Reduced |
| Fisher Asset Management, LLC | 2,075 | $228.5K | 0.00% | +2,075 | New |
| Exchange Traded Concepts, LLC | 2,073 | $228.2K | 0.01% | +2,073 | New |
| Five Oceans Advisors | 2,070 | $227.9K | 0.12% | −228−9.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,058 | $226.6K | 0.01% | +227+12.4% | Added |
| Driehaus Capital Management LLC | 2,049 | $225.6K | 0.00% | +2,049 | New |
| Vantage Consulting Group Inc | 2,037 | $224.3K | 0.17% | −73−3.5% | Reduced |
| Juncture Wealth Strategies, LLC | 2,019 | $222.3K | 0.09% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 2,000 | $220.2K | 0.05% | −12,815−86.5% | Reduced |
| Nilsine Partners, LLC | 1,989 | $219.0K | 0.03% | +2+0.1% | Added |
| Aaron Wealth Advisors | 1,984 | $218.4K | 0.03% | +182+10.1% | Added |
| DGS Capital Management, LLC | 1,979 | $217.9K | 0.06% | −98−4.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,975 | $217.4K | 0.17% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,968 | $216.7K | 0.09% | +1,968 | New |
| Lake Street Advisors Group, LLC | 1,935 | $213.4K | 0.01% | −91−4.5% | Reduced |
| Versor Investments LP | 1,935 | $213.0K | 0.04% | −13,465−87.4% | Reduced |
| Clark Financial Services Group Inc | 1,935 | $213.0K | 0.22% | +114+6.3% | Added |
| Counterpoint Mutual Funds LLC | 1,912 | $210.5K | 0.05% | +1,912 | New |
| Pinnacle Wealth Management Group, Inc. | 1,900 | $209.2K | 0.14% | 00.0% | Unchanged |
| NDVR, Inc. | 1,875 | $206.4K | 0.21% | −166−8.1% | Reduced |
| Ironwood Investment Counsel, LLC | 1,875 | $206.4K | 0.04% | +1,875 | New |
| Paloma Partners Management Co | 1,874 | $206.3K | 0.02% | −22,517−92.3% | Reduced |
| TD Private Client Wealth LLC | 1,873 | $206.2K | 0.01% | +6+0.3% | Added |
| Callan Capital, LLC | 1,863 | $205.1K | 0.02% | +1,863 | New |
| Pathway Financial Advisors LLC | 1,860 | $204.8K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,834 | $201.9K | 0.04% | +1,834 | New |
| McGlone Suttner Wealth Management, Inc. | 1,953 | $201.5K | 0.04% | −712−26.7% | Reduced |
| Phoenix Holdings Ltd. | 1,831 | $201.1K | 0.00% | −71−3.7% | Reduced |
| Vicus Capital | 1,823 | $200.7K | 0.02% | +140+8.3% | Added |
| Proequities, Inc. | 1,802 | $198.7K | 0.01% | +297+19.7% | Added |
| Flputnam Investment Management Co | 1,800 | $198.2K | 0.00% | +1,800 | New |
| Quadrant Capital Group LLC | 1,768 | $194.7K | 0.01% | +176+11.1% | Added |
| Opal Wealth Advisors, LLC | 1,750 | $192.7K | 0.06% | +1,750 | New |
| AlphaCentric Advisors LLC | 1,733 | $190.8K | 0.14% | −1,399−44.7% | Reduced |
| Mather Group, LLC. | 1,542 | $186.0K | 0.00% | +186+13.7% | Added |
| Allworth Financial LP | 1,477 | $184.3K | 0.00% | +171+13.1% | Added |
| GAMMA Investing LLC | 1,590 | $175.1K | 0.02% | +434+37.5% | Added |
| Sugarloaf Wealth Management, LLC | 1,575 | $173.4K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 1,553 | $171.0K | 0.00% | −444−22.2% | Reduced |
| Union Investments & Development Ltd. | 1,500 | $165.2K | 1.01% | −1,500−50.0% | Reduced |
| C M Bidwell & Associates Ltd | 1,401 | $154.3K | 0.10% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,395 | $153.0K | 0.01% | +1,395 | New |
| Massmutual Trust Co FSB | 1,381 | $152.0K | 0.00% | +124+9.9% | Added |
| Clearstead Advisors, LLC | 1,343 | $147.9K | 0.00% | +1,343 | New |
| Hexagon Capital Partners LLC | 1,198 | $131.9K | 0.03% | −23−1.9% | Reduced |
| Private Trust Co NA | 1,181 | $130.0K | 0.01% | +73+6.6% | Added |
| Ossiam | 1,141 | $125.6K | 0.00% | −573−33.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,102 | $121.3K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,092 | $120.2K | 0.00% | +1,092 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,088 | $120.0K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,060 | $116.7K | 0.02% | +1,060 | New |
| Sentry Investment Management LLC | 1,047 | $115.0K | 0.05% | −214−17.0% | Reduced |
| Spotlight Asset Group, Inc. | 947 | $104.3K | 0.07% | −538−36.2% | Reduced |
| Ninepoint Partners LP | 947 | $104.3K | 0.01% | +947 | New |
| Bay Harbor Wealth Management, LLC | 902 | $99.5K | 0.03% | −40−4.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 851 | $93.7K | 0.00% | −227−21.1% | Reduced |
| Adirondack Trust Co | 815 | $89.7K | 0.04% | −87−9.6% | Reduced |
| Leonteq Securities AG | 813 | $89.5K | 0.01% | +56+7.4% | Added |
| Salomon & Ludwin, LLC | 800 | $88.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 782 | $86.3K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 718 | $79.1K | 0.05% | +7+1.0% | Added |