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 |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 650 | $72.0K | 0.02% | +650 | New |
| Quarry LP | 617 | $67.9K | 0.03% | +617 | New |
| AllSquare Wealth Management LLC | 606 | $66.7K | 0.04% | −84−12.2% | Reduced |
| EntryPoint Capital, LLC | 591 | $65.1K | 0.03% | +240+68.4% | Added |
| CVA Family Office, LLC | 575 | $63.3K | 0.01% | +5+0.9% | Added |
| Castleview Partners, LLC | 548 | $60.3K | 0.03% | −3−0.5% | Reduced |
| Cornerstone Planning Group LLC | 488 | $60.2K | 0.02% | +479+5,322.2% | Added |
| ORG Partners LLC | 558 | $59.3K | 0.01% | +225+67.6% | Added |
| Richardson Financial Services Inc. | 533 | $58.7K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 500 | $55.0K | 0.01% | −500−50.0% | Reduced |
| Lindbrook Capital, LLC | 485 | $53.4K | 0.01% | +71+17.1% | Added |
| FinTrust Capital Advisors, LLC | 484 | $53.3K | 0.01% | −102−17.4% | Reduced |
| Cromwell Holdings LLC | 482 | $53.2K | 0.03% | +482 | New |
| MV Capital Management, Inc. | 481 | $53.0K | 0.01% | −395−45.1% | Reduced |
| Capital Advisors, Ltd. LLC | 474 | $52.0K | 0.01% | +418+746.4% | Added |
| Evermay Wealth Management LLC | 455 | $50.1K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 440 | $48.4K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 440 | $48.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 437 | $48.1K | 0.02% | −56−11.4% | Reduced |
| Frazier Financial Advisors, LLC | 422 | $46.5K | 0.04% | +138+48.6% | Added |
| Financial Perspectives, Inc | 410 | $45.1K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 410 | $45.1K | 0.01% | +410 | New |
| Ancora Advisors, LLC | 400 | $44.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 396 | $44.0K | 0.00% | −36−8.3% | Reduced |
| Grove Bank & Trust | 391 | $43.0K | 0.01% | −30−7.1% | Reduced |
| Security National Bank | 390 | $42.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 382 | $42.0K | 0.01% | +246+180.9% | Added |
| Parkside Financial Bank & Trust | 367 | $40.4K | 0.01% | +52+16.5% | Added |
| Versant Capital Management, Inc | 365 | $40.2K | 0.01% | +309+551.8% | Added |
| Great Lakes Retirement, Inc. | 353 | $38.9K | 0.01% | +353 | New |
| Covestor Ltd | 343 | $38.0K | 0.02% | −72−17.3% | Reduced |
| DT Investment Partners, LLC | 334 | $36.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 332 | $36.6K | 0.00% | −1−0.3% | Reduced |
| Continuum Advisory, LLC | 317 | $34.9K | 0.01% | +154+94.5% | Added |
| WealthCollab, LLC | 292 | $32.1K | 0.02% | −8−2.7% | Reduced |
| Byrne Asset Management LLC | 292 | $32.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 285 | $31.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 283 | $31.2K | 0.00% | +66+30.4% | Added |
| Whittier Trust Co | 280 | $30.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 257 | $28.3K | 0.00% | −121−32.0% | Reduced |
| Benjamin Edwards Inc | 243 | $27.0K | 0.01% | +28+13.0% | Added |
| EverSource Wealth Advisors, LLC | 202 | $26.7K | 0.00% | +58+40.3% | Added |
| Armstrong Advisory Group, Inc | 238 | $26.2K | 0.00% | +238 | New |
| Pacific Center for Financial Services | 237 | $26.1K | 0.01% | −119−33.4% | Reduced |
| Bell Investment Advisors, Inc | 234 | $25.8K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 232 | $25.5K | 0.01% | +82+54.7% | Added |
| CNB Bank | 227 | $25.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 214 | $23.6K | 0.00% | +214 | New |
| Community Bank, N.A. | 210 | $23.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 208 | $22.9K | 0.00% | −28−11.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 200 | $22.0K | 0.01% | −7,600−97.4% | Reduced |
| Camelot Portfolios, LLC | 200 | $22.0K | 0.01% | +200 | New |
| VisionPoint Advisory Group, LLC | 167 | $18.4K | 0.01% | +28+20.1% | Added |
| Westside Investment Management, Inc. | 150 | $16.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 148 | $16.3K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 147 | $16.2K | 0.01% | +19+14.8% | Added |
| RFP Financial Group LLC | 143 | $15.7K | 0.01% | −43−23.1% | Reduced |
| Farmers & Merchants Investments Inc | 140 | $15.4K | 0.00% | −9−6.0% | Reduced |
| Spire Wealth Management | 138 | $15.2K | 0.00% | −292−67.9% | Reduced |
| Nemes Rush Group LLC | 134 | $14.8K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 126 | $13.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 125 | $13.8K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 125 | $13.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 120 | $13.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 115 | $13.0K | 0.00% | +26+29.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 116 | $12.9K | 0.00% | +8+7.4% | Added |
| Carolinas Wealth Consulting LLC | 116 | $12.8K | 0.00% | −15−11.5% | Reduced |
| REAP Financial Group, LLC | 113 | $12.5K | 0.00% | −6−5.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 113 | $12.4K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 109 | $12.0K | 0.00% | +109 | New |
| JJJ Advisors Inc. | 106 | $11.7K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 104 | $11.4K | 0.01% | +88+550.0% | Added |
| Brown, Lisle/Cummings, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $11.0K | 0.00% | +100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 98 | $10.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 89 | $9.80K | 0.01% | +89 | New |
| Aspect Partners, LLC | 87 | $9.58K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 86 | $9.47K | 0.01% | −43−33.3% | Reduced |
| Private Wealth Management Group, LLC | 83 | $9.14K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 77 | $8.49K | 0.01% | −9−10.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 69 | $7.60K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 71 | $7.00K | 0.00% | +13+22.4% | Added |
| DiNuzzo Private Wealth, Inc. | 63 | $6.94K | 0.00% | +6+10.5% | Added |
| SJS Investment Consulting Inc. | 61 | $6.72K | 0.00% | −9−12.9% | Reduced |
| LGT Financial Advisors LLC | 61 | $6.72K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 61 | $6.72K | 0.00% | +61 | New |
| Hollencrest Capital Management | 60 | $6.61K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 57 | $6.28K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 56 | $6.17K | 0.00% | +2+3.7% | Added |
| IAG Wealth Partners, LLC | 56 | $6.17K | 0.00% | +56 | New |
| Cetera Trust Company, N.A | 55 | $6.06K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 54 | $5.95K | 0.00% | −45−45.5% | Reduced |
| Red Tortoise LLC | 54 | $5.95K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 53 | $5.83K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 52 | $5.72K | 0.00% | +52 | New |
| Pinnacle Bancorp, Inc. | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $5.29K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 49 | $5.20K | 0.00% | +7+16.7% | Added |
| Zions Bancorporation, N.A. | 47 | $5.17K | 0.00% | +34+261.5% | Added |
| Addison Advisors LLC | 46 | $5.07K | 0.00% | +46 | New |