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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthCollab, LLC | 292 | $41.9K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $43.1K | 0.02% | +300 | New |
| JNBA Financial Advisors | 300 | $43.1K | 0.00% | +300 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 313 | $44.9K | 0.01% | +286+1,059.3% | Added |
| Castleview Partners, LLC | 314 | $45.1K | 0.03% | −234−42.7% | Reduced |
| DT Investment Partners, LLC | 334 | $47.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 374 | $53.6K | 0.00% | +42+12.7% | Added |
| Parkside Financial Bank & Trust | 375 | $53.8K | 0.01% | +8+2.2% | Added |
| Versant Capital Management, Inc | 376 | $54.0K | 0.01% | +11+3.0% | Added |
| Financial Management Professionals, Inc. | 382 | $55.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 390 | $56.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 396 | $57.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 402 | $57.7K | 0.00% | +2+0.5% | Added |
| Richardson Financial Services Inc. | 533 | $58.7K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 410 | $58.8K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 428 | $61.4K | 0.03% | −9−2.1% | Reduced |
| Continuum Advisory, LLC | 480 | $62.1K | 0.01% | +163+51.4% | Added |
| St Germain D J Co Inc | 440 | $63.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 440 | $63.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 495 | $64.1K | 0.02% | +7+1.4% | Added |
| Evermay Wealth Management LLC | 450 | $64.6K | 0.01% | −5−1.1% | Reduced |
| MV Capital Management, Inc. | 457 | $65.6K | 0.01% | −24−5.0% | Reduced |
| Spire Wealth Management | 458 | $65.7K | 0.00% | +320+231.9% | Added |
| Grove Bank & Trust | 463 | $66.5K | 0.01% | +72+18.4% | Added |
| Capstone Investment Advisors, LLC | 469 | $67.3K | 0.00% | −6,162−92.9% | Reduced |
| FinTrust Capital Advisors, LLC | 472 | $67.7K | 0.01% | −12−2.5% | Reduced |
| Capital Advisors, Ltd. LLC | 482 | $69.0K | 0.01% | +8+1.7% | Added |
| Princeton Global Asset Management LLC | 481 | $69.0K | 0.01% | +481 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 487 | $70.0K | 0.02% | −601−55.2% | Reduced |
| PrairieView Partners, LLC | 500 | $71.0K | 0.01% | +500 | New |
| Plante Moran Financial Advisors, LLC | 500 | $71.8K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $71.8K | 0.02% | +493+7,042.9% | Added |
| AM Squared Ltd | 500 | $71.8K | 0.16% | +500 | New |
| Lindbrook Capital, LLC | 510 | $73.2K | 0.01% | +25+5.2% | Added |
| AllSquare Wealth Management LLC | 516 | $74.1K | 0.04% | −90−14.9% | Reduced |
| State of Wyoming | 517 | $74.2K | 0.01% | +512+10,240.0% | Added |
| ORG Partners LLC | 539 | $77.4K | 0.01% | −19−3.4% | Reduced |
| Cromwell Holdings LLC | 565 | $81.2K | 0.05% | +83+17.2% | Added |
| CVA Family Office, LLC | 584 | $83.8K | 0.01% | +9+1.6% | Added |
| Rothschild Investment LLC | 605 | $86.8K | 0.01% | +322+113.8% | Added |
| Strengthening Families & Communities, LLC | 651 | $93.5K | 0.02% | +1+0.2% | Added |
| General Partner, Inc. | 718 | $103.1K | 0.06% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 782 | $112.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 800 | $114.8K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 815 | $117.0K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 843 | $121.0K | 0.00% | −8−0.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 873 | $125.5K | 0.04% | −29−3.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 896 | $128.7K | 0.00% | +780+672.4% | Added |
| Baldwin Brothers Inc | 923 | $132.7K | 0.01% | +923 | New |
| Clearstead Advisors, LLC | 933 | $133.9K | 0.00% | −410−30.5% | Reduced |
| Ossiam | 954 | $136.9K | 0.00% | −187−16.4% | Reduced |
| Hollencrest Capital Management | 954 | $136.9K | 0.01% | +894+1,490.0% | Added |
| Covestor Ltd | 981 | $141.0K | 0.09% | +638+186.0% | Added |
| Skopos Labs, Inc. | 1,031 | $148.0K | 0.05% | +1,031 | New |
| Sentry Investment Management LLC | 1,047 | $150.0K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,076 | $154.4K | 0.03% | −122−10.2% | Reduced |
| Johnson Financial Group, Inc. | 1,114 | $160.1K | 0.01% | +1,114 | New |
| Coppell Advisory Solutions LLC | 1,155 | $165.4K | 0.02% | +95+9.0% | Added |
| Group One Trading, L.P. | 1,284 | $184.3K | 0.01% | −1,873−59.3% | Reduced |
| Allworth Financial LP | 1,335 | $191.6K | 0.00% | −142−9.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,345 | $193.0K | 0.01% | +1,345 | New |
| C M Bidwell & Associates Ltd | 1,401 | $201.1K | 0.12% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,405 | $201.7K | 0.02% | +1,405 | New |
| StoneX Group Inc. | 1,408 | $202.4K | 0.01% | +1,408 | New |
| King Luther Capital Management Corp | 1,418 | $203.5K | 0.00% | +1,418 | New |
| Leonteq Securities AG | 1,420 | $203.8K | 0.02% | +607+74.7% | Added |
| Sharp Financial Services, LLC | 1,430 | $205.2K | 0.16% | +1,430 | New |
| Beacon Financial Group | 1,436 | $206.0K | 0.02% | +1,436 | New |
| Ignite Planners, LLC | 1,436 | $206.1K | 0.05% | +1,436 | New |
| Advisor OS, LLC | 1,442 | $206.9K | 0.02% | +1,442 | New |
| Cable Hill Partners, LLC | 1,440 | $207.0K | 0.02% | +1,440 | New |
| Prime Capital Investment Advisors, LLC | 1,443 | $207.1K | 0.00% | −8,700−85.8% | Reduced |
| LifeSteps Financial, Inc. | 1,447 | $207.6K | 0.16% | +1,447 | New |
| Carson Advisory Inc. | 1,450 | $208.1K | 0.13% | +1,450 | New |
| Frank, Rimerman Advisors LLC | 1,454 | $208.7K | 0.01% | +1,454 | New |
| Clear Creek Financial Management, LLC | 1,455 | $208.8K | 0.02% | +1,455 | New |
| Five Oceans Advisors | 1,464 | $210.1K | 0.10% | −606−29.3% | Reduced |
| MAI Capital Management | 1,465 | $210.3K | 0.00% | −14,976−91.1% | Reduced |
| Merriman Wealth Management, LLC | 1,468 | $210.7K | 0.01% | +1,468 | New |
| Foundry Partners, LLC | 1,475 | $211.7K | 0.01% | +1,475 | New |
| RFG Advisory, LLC | 1,476 | $211.8K | 0.01% | −1,291−46.7% | Reduced |
| First Western Trust Bank | 1,489 | $213.7K | 0.01% | +1,489 | New |
| Union Investments & Development Ltd. | 1,500 | $215.3K | 1.24% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,500 | $215.3K | 0.01% | +1,500 | New |
| Summit Financial, LLC | 1,525 | $219.2K | 0.01% | +1,525 | New |
| Hemington Wealth Management | 1,706 | $220.0K | 0.06% | +1,706 | New |
| Bokf, NA | 1,553 | $222.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,550 | $222.6K | 0.00% | −525−25.3% | Reduced |
| Blackhawk Capital Partners LLC. | 1,553 | $222.9K | 0.12% | +1,553 | New |
| Ironwood Investment Counsel, LLC | 1,556 | $223.3K | 0.04% | −319−17.0% | Reduced |
| Engineers Gate Manager LP | 1,556 | $223.3K | 0.00% | −27,583−94.7% | Reduced |
| Paragon Capital Management Ltd | 1,560 | $223.9K | 0.04% | +1,560 | New |
| Fielder Capital Group LLC | 1,566 | $224.7K | 0.07% | +1,566 | New |
| Guardian Wealth Advisors, LLC | 1,573 | $225.8K | 0.02% | +1,573 | New |
| Vicus Capital | 1,577 | $226.3K | 0.02% | −246−13.5% | Reduced |
| Sound Income Strategies, LLC | 1,577 | $226.3K | 0.01% | +1,577 | New |
| Balboa Wealth Partners | 1,580 | $226.8K | 0.06% | +1,580 | New |
| Leavell Investment Management, Inc. | 1,609 | $231.3K | 0.01% | +1,609 | New |
| Quantum Financial Advisors, LLC | 1,616 | $231.9K | 0.04% | +1,616 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,625 | $233.2K | 0.09% | +523+47.5% | Added |