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Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in Pultegroup Inc as of Sep 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
1,007
+73 vs. Q2 2024
Shares held
187.7M
+22.8M (+13.9%) vs. Q2 2024
Total value
$27.0B
+$8.82B (+48.6%) vs. Q2 2024
New holders
158
341 more added
Sold out
85
392 more reduced

6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,007 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ3 2024: $27.0B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q2 2024.

Institutions holding PHM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BOK Financial Private Wealth, Inc.0$30.00%0Unchanged
WestEnd Advisors, LLC1$1440.00%00.0%Unchanged
Mendota Financial Group, LLC1$1440.00%+1New
Fairfield Financial Advisors, LTD2$2760.00%00.0%Unchanged
Ruedi Wealth Management, Inc.3$4310.00%−3−50.0%Reduced
Groupama Asset Managment4,923$5530.00%+4,923New
Chesapeake Asset Management LLC5$7170.00%+5New
Flaharty Asset Management, LLC5$7180.00%+5New
Abound Wealth Management6$8620.00%00.0%Unchanged
Picton Mahoney Asset Management8$1.00K0.00%−1,387−99.4%Reduced
Country Trust Bank7$1.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC7$1.00K0.00%00.0%Unchanged
JDM Financial Group LLC7$1.00K0.00%+7New
Trust Co of Vermont9$1.29K0.00%+1+12.5%Added
NVWM, LLC10$1.44K0.00%00.0%Unchanged
Claris Advisors, LLC10$1.44K0.00%+10New
Highline Wealth Partners LLC10$1.44K0.00%+10New
Legacy Investment Solutions, LLC12$1.53K0.00%+12New
Legacy Wealth Managment, LLC12$1.53K0.00%+12New
Raffa Wealth Management, LLC11$1.58K0.00%00.0%Unchanged
Zions Bancorporation, N.A.13$1.87K0.00%−34−72.3%Reduced
North Star Investment Management Corp.16$2.30K0.00%00.0%Unchanged
True Wealth Design, LLC16$2.30K0.00%−3−15.8%Reduced
TFC Financial Management17$2.44K0.00%+2+13.3%Added
Sachetta, LLC19$2.73K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.22$3.16K0.00%00.0%Unchanged
Asset Dedication, LLC26$3.73K0.00%+21+420.0%Added
Sunbelt Securities, Inc.27$3.88K0.00%+27New
Beacon Capital Management, LLC28$4.02K0.00%00.0%Unchanged
Rakuten Securities, Inc.29$4.16K0.00%+14+93.3%Added
Itau Unibanco Holding S.A.29$4.16K0.00%+29New
Trifecta Capital Advisors, LLC31$4.45K0.00%00.0%Unchanged
Pineridge Advisors LLC31$4.48K0.00%−5−13.9%Reduced
Heritage Wealth Advisors32$4.59K0.00%+32New
Cape Investment Advisory, Inc.32$4.59K0.00%00.0%Unchanged
Pacific Center for Financial Services34$4.88K0.00%−203−85.7%Reduced
MCF Advisors LLC36$5.17K0.00%00.0%Unchanged
Pittenger & Anderson Inc38$5.46K0.00%+38New
Kozak & Associates, Inc.40$5.90K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC44$6.33K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC48$6.89K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.50$7.18K0.00%00.0%Unchanged
SJS Investment Consulting Inc.52$7.46K0.00%−9−14.8%Reduced
Harbor Investment Advisory, LLC52$7.46K0.00%−2−3.7%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP55$7.47K0.00%+55New
West Paces Advisors Inc.53$7.61K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.53$7.61K0.00%−10−15.9%Reduced
Red Tortoise LLC54$7.75K0.00%00.0%Unchanged
IAG Wealth Partners, LLC56$8.04K0.00%00.0%Unchanged
Global Wealth Strategies & Associates57$8.18K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC57$8.18K0.00%+57New
Reston Wealth Management LLC59$8.47K0.00%+59New
Oakworth Capital, Inc.64$9.19K0.00%+12+23.1%Added
Caldwell Sutter Capital, Inc.69$9.90K0.00%00.0%Unchanged
Eagle Bay Advisors LLC69$9.92K0.00%−8−10.4%Reduced
Avion Wealth71$10.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC83$11.9K0.00%00.0%Unchanged
Capital Performance Advisors LLP84$12.1K0.00%+84New
West Oak Capital, LLC85$12.2K0.00%−40−32.0%Reduced
Aspect Partners, LLC87$12.5K0.01%00.0%Unchanged
Talon Private Wealth, LLC97$13.9K0.00%+97New
Carolinas Wealth Consulting LLC97$13.9K0.00%−19−16.4%Reduced
GW&K Investment Management, LLC99$14.0K0.00%−16−13.9%Reduced
Householder Group Estate & Retirement Specialist, LLC98$14.0K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.100$14.4K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC100$14.4K0.00%00.0%Unchanged
Addison Advisors LLC100$14.4K0.00%+54+117.4%Added
Jaffetilchin Investment Partners, LLC100$14.4K0.00%+100New
Proffitt & Goodson Inc101$14.5K0.00%−113−52.8%Reduced
REAP Financial Group, LLC112$16.1K0.00%−1−0.9%Reduced
Nemes Rush Group LLC134$16.2K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC113$16.2K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC120$17.2K0.01%00.0%Unchanged
Activest Wealth Management122$17.5K0.01%+122New
Rise Advisors, LLC125$18.0K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC126$18.1K0.01%00.0%Unchanged
Dunhill Financial, LLC127$18.2K0.01%+23+22.1%Added
Hobbs Group Advisors, LLC131$18.8K0.01%+131New
SRS Capital Advisors, Inc.135$19.4K0.00%+135New
Farmers & Merchants Investments Inc140$20.1K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC140$20.1K0.00%+140New
AdvisorNet Financial, Inc148$21.3K0.00%00.0%Unchanged
Westside Investment Management, Inc.150$21.5K0.00%00.0%Unchanged
Valued Wealth Advisors LLC151$21.7K0.01%+4+2.7%Added
Ashton Thomas Securities, LLC155$22.2K0.00%+155New
Frazier Financial Advisors, LLC169$24.3K0.02%−253−60.0%Reduced
Armstrong Advisory Group, Inc169$24.3K0.00%−69−29.0%Reduced
Fortitude Family Office, LLC185$26.6K0.01%+99+115.1%Added
Transcendent Capital Group LLC200$28.7K0.01%+200New
Community Bank, N.A.210$30.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC212$30.4K0.00%−45−17.5%Reduced
CNB Bank220$31.6K0.01%−7−3.1%Reduced
Bell Investment Advisors, Inc234$33.6K0.01%00.0%Unchanged
Byrne Asset Management LLC238$34.2K0.02%−54−18.5%Reduced
LRI Investments, LLC266$34.4K0.00%+58+27.9%Added
WR Wealth Planners, LLC241$34.6K0.01%+9+3.9%Added
EverSource Wealth Advisors, LLC245$35.2K0.00%+43+21.3%Added
TD Waterhouse Canada Inc.244$35.8K0.00%+195+398.0%Added
Whittier Trust Co280$40.2K0.00%00.0%Unchanged
Salem Investment Counselors Inc285$41.0K0.00%00.0%Unchanged