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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
Pine Valley Investments Ltd Liability Co1,628$233.7K0.02%+1,628New
Second Line Capital, LLC1,633$234.7K0.06%+1,633New
Mather Group, LLC.1,656$237.7K0.00%+114+7.4%Added
SpiderRock Advisors, LLC1,656$237.8K0.01%−997−37.6%Reduced
Modern Wealth Management, LLC1,668$239.4K0.01%+1,668New
AlphaCentric Advisors LLC1,670$239.7K0.18%−63−3.6%Reduced
Brown Capital Management LLC1,674$240.3K0.01%+1,674New
Bristlecone Advisors, LLC1,680$241.1K0.02%+1,680New
BBR Partners, LLC1,688$242.3K0.02%+1,688New
Chicago Trust Co NA1,692$242.9K0.04%−142−7.7%Reduced
Measured Wealth Private Client Group, LLC1,697$243.6K0.08%+1,697New
Claret Asset Management Corp1,702$244.0K0.04%+1,702New
South Street Advisors LLC1,700$244.0K0.04%+1,700New
Evergreen Capital Management LLC1,705$245.1K0.01%+1,705New
IHT Wealth Management, LLC1,717$246.6K0.01%+1,717New
Quadrant Capital Group LLC1,720$246.9K0.02%−48−2.7%Reduced
Sugarloaf Wealth Management, LLC1,725$247.6K0.05%+150+9.5%Added
Pinnacle Wealth Planning Services, Inc.1,727$247.9K0.03%−1,266−42.3%Reduced
Gryphon Financial Partners LLC1,733$248.8K0.03%+1,733New
Roman Butler Fullerton & Co1,727$249.7K0.08%+1,727New
Summit Global Investments1,751$251.0K0.02%+1,751New
Dorsey & Whitney Trust CO LLC1,755$251.9K0.01%−415−19.1%Reduced
Hancock Whitney Corp1,760$252.6K0.01%+1,760New
Golden State Equity Partners1,766$253.4K0.04%+1,766New
Kestra Investment Management, LLC1,782$255.8K0.01%+1,782New
Massmutual Trust Co FSB1,784$256.1K0.01%+403+29.2%Added
Catalina Capital Group, LLC1,791$257.1K0.09%+1,791New
Sigma Planning Corp1,802$258.6K0.01%+1,802New
Kowal Investment Group, LLC1,807$259.3K0.05%+1,807New
Red Door Wealth Management, LLC1,816$260.6K0.04%+1,816New
CoreCap Advisors, LLC1,832$262.9K0.01%+1,832New
Proequities, Inc.1,842$264.7K0.02%+40+2.2%Added
Sheaff Brock Investment Advisors, LLC1,850$265.5K0.02%+1,850New
TD Private Client Wealth LLC1,859$266.8K0.01%−14−0.7%Reduced
Pathway Financial Advisors LLC1,860$267.0K0.07%00.0%Unchanged
Brookstone Capital Management1,860$267.0K0.00%+1,860New
GAMMA Investing LLC1,861$267.1K0.03%+271+17.0%Added
Nwam LLC1,864$267.5K0.02%−233−11.1%Reduced
NDVR, Inc.1,872$268.0K0.27%−3−0.2%Reduced
Pinnacle Wealth Management Group, Inc.1,900$272.7K0.17%00.0%Unchanged
nVerses Capital, LLC1,900$272.7K0.12%+1,900New
Norden Group LLC1,930$277.0K0.03%+1,930New
U.S. Capital Wealth Advisors, LLC1,934$277.6K0.01%+1,934New
DGS Capital Management, LLC1,951$280.0K0.08%−28−1.4%Reduced
Marcum Wealth, LLC1,961$281.5K0.03%−173−8.1%Reduced
Peterson Wealth Services1,964$281.9K0.09%+1,964New
Opal Wealth Advisors, LLC1,976$283.6K0.09%+226+12.9%Added
Clark Financial Services Group Inc1,980$284.2K0.26%+45+2.3%Added
Lake Street Advisors Group, LLC1,981$284.7K0.01%+46+2.4%Added
New Century Financial Group, LLC1,995$286.3K0.10%+27+1.4%Added
Nilsine Partners, LLC1,999$287.0K0.04%+10+0.5%Added
Aaron Wealth Advisors2,006$287.9K0.03%+22+1.1%Added
Juncture Wealth Strategies, LLC2,019$289.8K0.11%00.0%Unchanged
Dynamic Advisor Solutions LLC2,041$292.9K0.01%+2,041New
Baron Wealth Management LLC2,069$297.0K0.14%+2,069New
Omnia Family Wealth, LLC2,073$298.0K0.13%−21−1.0%Reduced
Sienna Gestion2,082$298.1K0.02%00.0%Unchanged
Kolinsky Wealth Management, LLC2,077$298.1K0.19%−112−5.1%Reduced
Kennedy Capital Management, Inc.2,099$301.3K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.2,102$301.7K0.01%−205−8.9%Reduced
AMG National Trust Bank2,121$304.4K0.01%00.0%Unchanged
Candriam Luxembourg S.C.A.2,124$304.8K0.00%––
Madison Asset Management, LLC2,140$307.2K0.00%00.0%Unchanged
Stratos Wealth Advisors, LLC2,140$307.2K0.01%−4−0.2%Reduced
Cigna Investments Inc2,145$308.0K0.05%−123−5.4%Reduced
Wealthcare Advisory Partners LLC2,149$308.5K0.01%+2,149New
Avestar Capital, LLC2,151$308.7K0.03%+2,151New
Integrated Investment Consultants, LLC2,152$308.9K0.07%−4−0.2%Reduced
Conning Inc.2,162$310.3K0.01%−5−0.2%Reduced
Independent Financial Group, LLC2,168$311.2K0.01%+2,168New
Fiduciary Trust Co2,170$311.5K0.00%−5−0.2%Reduced
Colonial Trust Co2,171$311.6K0.05%+32+1.5%Added
FDx Advisors, Inc.2,171$312.0K0.09%−627−22.4%Reduced
Riverwater Partners LLC2,201$315.4K0.16%−25−1.1%Reduced
Flagship Harbor Advisors, LLC2,219$318.5K0.02%+161+7.8%Added
Camden Capital, LLC2,229$320.0K0.03%−45−2.0%Reduced
Intrust Bank NA2,237$321.1K0.03%+2,237New
1858 Wealth Management, LLC2,237$321.1K0.26%−445−16.6%Reduced
Patriot Financial Group Insurance Agency, LLC2,269$325.7K0.04%−10.0%Reduced
Smartleaf Asset Management LLC2,281$326.6K0.04%+170+8.1%Added
American Institute for Advanced Investment Management, LLP2,290$328.7K0.24%+315+15.9%Added
Siemens Fonds Invest GmbH2,302$330.4K0.03%−35−1.5%Reduced
Voya Financial Advisors, Inc.2,309$330.6K0.04%−283−10.9%Reduced
Buckingham Strategic Partners2,325$333.7K0.01%−166−6.7%Reduced
Providence Capital Advisors, LLC2,326$333.9K0.07%−141−5.7%Reduced
Centaurus Financial, Inc.2,345$337.0K0.02%+2,345New
Archer Investment Corp2,362$339.0K0.09%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.2,377$341.0K0.01%+268+12.7%Added
Manchester Capital Management LLC2,387$342.6K0.04%+2+0.1%Added
Hyperion Capital Advisors LP2,388$342.8K0.16%00.0%Unchanged
Cidel Asset Management Inc2,389$342.9K0.02%−117−4.7%Reduced
Equitable Holdings, Inc.2,408$345.6K0.00%+14+0.6%Added
Fifth Third Wealth Advisors LLC2,426$348.2K0.02%+115+5.0%Added
TCG Advisory Services, LLC2,437$349.8K0.02%+53+2.2%Added
Aspen Investment Management Inc2,435$350.0K0.16%+2,435New
Phoenix Holdings Ltd.2,438$350.6K0.01%+607+33.2%Added
Moore Capital Management, LP2,470$354.5K0.01%−7,591−75.4%Reduced
Merit Financial Group, LLC2,476$355.3K0.01%−6,512−72.5%Reduced
Premier Path Wealth Partners, LLC2,477$355.5K0.06%+260+11.7%Added
SC&H Financial Advisors, Inc.2,480$356.0K0.08%00.0%Unchanged