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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 2,500 | $358.8K | 0.03% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,504 | $359.4K | 0.15% | +10.0% | Added |
| Alps Advisors Inc | 2,532 | $363.4K | 0.00% | −585−18.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,552 | $366.3K | 0.04% | +225+9.7% | Added |
| Exencial Wealth Advisors, LLC | 2,561 | $367.6K | 0.01% | −19−0.7% | Reduced |
| Lebenthal Global Advisors, LLC | 2,595 | $372.5K | 0.08% | +266+11.4% | Added |
| Smithfield Trust Co | 2,596 | $373.0K | 0.02% | −297−10.3% | Reduced |
| MBB Public Markets I LLC | 2,610 | $374.6K | 0.03% | −13,095−83.4% | Reduced |
| Trust Asset Management LLC | 2,627 | $377.1K | 0.03% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,629 | $377.3K | 0.04% | +272+11.5% | Added |
| Eads & Heald Wealth Management | 2,652 | $381.0K | 0.18% | −87−3.2% | Reduced |
| Diametric Capital, LP | 2,664 | $382.4K | 0.19% | +2,664 | New |
| Moody Aldrich Partners LLC | 2,665 | $382.5K | 0.07% | −3−0.1% | Reduced |
| iA Global Asset Management Inc. | 2,676 | $384.0K | 0.01% | −9,492−78.0% | Reduced |
| Burford Brothers, Inc. | 2,681 | $384.7K | 0.20% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,702 | $387.8K | 0.08% | +463+20.7% | Added |
| Kestra Private Wealth Services, LLC | 2,710 | $389.0K | 0.01% | −568−17.3% | Reduced |
| Benjamin Edwards Inc | 2,714 | $389.5K | 0.01% | +2,471+1,016.9% | Added |
| Rehmann Capital Advisory Group | 2,716 | $389.8K | 0.03% | −95−3.4% | Reduced |
| Paradigm Financial Partners, LLC | 3,070 | $391.4K | 0.05% | +341+12.5% | Added |
| Global Retirement Partners, LLC | 2,732 | $392.2K | 0.01% | +405+17.4% | Added |
| Pallas Capital Advisors LLC | 2,891 | $392.7K | 0.02% | −10.0% | Reduced |
| Evolution Wealth Advisors, LLC | 2,743 | $393.6K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,747 | $394.3K | 0.03% | −9,321−77.2% | Reduced |
| Moody National Bank Trust Division | 2,779 | $398.9K | 0.04% | +175+6.7% | Added |
| AIA Group Ltd | 2,798 | $401.6K | 0.01% | +2,798 | New |
| Horizon Investments, LLC | 2,822 | $405.0K | 0.01% | −489−14.8% | Reduced |
| EP Wealth Advisors, LLC | 2,829 | $406.1K | 0.00% | +377+15.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,394 | $407.3K | 0.00% | −154−6.0% | Reduced |
| Wedmont Private Capital | 2,940 | $409.9K | 0.02% | +119+4.2% | Added |
| Advus Financial Partners, LLC | 2,869 | $411.8K | 0.12% | +762+36.2% | Added |
| Baker Avenue Asset Management, LP | 2,874 | $412.5K | 0.01% | +2,874 | New |
| Cynosure Management, LLC | 2,874 | $412.5K | 0.06% | +2,874 | New |
| Resources Investment Advisors, LLC. | 2,891 | $415.0K | 0.00% | −1,833−38.8% | Reduced |
| Optimum Investment Advisors | 2,900 | $416.2K | 0.18% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,906 | $416.7K | 0.04% | +55+1.9% | Added |
| Argent Trust Co | 2,930 | $420.5K | 0.02% | −58−1.9% | Reduced |
| Signal Advisors Wealth, LLC | 2,939 | $421.8K | 0.06% | +2,939 | New |
| W.H. Cornerstone Investments Inc. | 2,942 | $422.0K | 0.29% | −572−16.3% | Reduced |
| Ci Investments Inc. | 2,949 | $423.0K | 0.00% | −59−2.0% | Reduced |
| Accurate Wealth Management, LLC | 2,927 | $423.1K | 0.08% | +522+21.7% | Added |
| Florida Financial Advisors, LLC | 2,987 | $428.8K | 0.22% | +596+24.9% | Added |
| Marex Group plc | 3,000 | $430.6K | 0.01% | 00.0% | Unchanged |
| Clare Market Investments LLC | 3,000 | $430.6K | 0.11% | +3,000 | New |
| Quantum Private Wealth, LLC | 3,008 | $431.7K | 0.15% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,019 | $433.3K | 0.21% | +3,019 | New |
| First Eagle Investment Management, LLC | 3,039 | $436.2K | 0.00% | +3,039 | New |
| Allianz SE | 3,040 | $436.3K | 0.01% | +3,040 | New |
| Capital Investment Advisors, LLC | 3,046 | $437.2K | 0.01% | +6+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 3,054 | $438.3K | 0.02% | +88+3.0% | Added |
| Planned Solutions, Inc. | 3,057 | $438.8K | 0.18% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,074 | $441.2K | 0.00% | +425+16.0% | Added |
| First Horizon Advisors, Inc. | 3,077 | $441.7K | 0.01% | −259−7.8% | Reduced |
| Centurion Wealth Management LLC | 3,080 | $442.1K | 0.14% | +3,080 | New |
| J.W. Cole Advisors, Inc. | 3,087 | $443.1K | 0.02% | −12−0.4% | Reduced |
| Brophy Wealth Management, LLC | 3,109 | $446.2K | 0.16% | +3,109 | New |
| Belpointe Asset Management LLC | 3,154 | $452.7K | 0.03% | −2,294−42.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,197 | $458.9K | 0.10% | +1,244+63.7% | Added |
| EHP Funds Inc. | 3,200 | $459.3K | 0.32% | −2,100−39.6% | Reduced |
| National Asset Management, Inc. | 3,220 | $461.7K | 0.01% | −165−4.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,222 | $462.5K | 0.03% | +3,222 | New |
| FCG Investment Co | 3,224 | $462.7K | 0.30% | −2,251−41.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,298 | $473.0K | 0.01% | −22,647−87.3% | Reduced |
| Precision Wealth Strategies, LLC | 3,303 | $474.1K | 0.44% | −468−12.4% | Reduced |
| KMG Fiduciary Partners, LLC | 3,304 | $474.3K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,310 | $475.0K | 0.02% | +778+30.7% | Added |
| Old National Bancorp | 3,319 | $476.4K | 0.01% | +157+5.0% | Added |
| Horizon Advisory Services, Inc. | 3,325 | $477.3K | 0.22% | −67−2.0% | Reduced |
| Harbour Investments, Inc. | 3,371 | $483.9K | 0.01% | +65+2.0% | Added |
| Perigon Wealth Management, LLC | 3,385 | $485.8K | 0.01% | +114+3.5% | Added |
| Bleakley Financial Group, LLC | 3,393 | $487.0K | 0.01% | +49+1.5% | Added |
| New Wave Wealth Advisors LLC | 3,411 | $489.6K | 0.23% | +13+0.4% | Added |
| Heritage Oak Wealth Advisors LLC | 3,411 | $489.6K | 0.23% | +3,411 | New |
| Custom Index Systems, LLC | 3,449 | $495.0K | 0.27% | +1,025+42.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,454 | $495.8K | 0.01% | −1,489−30.1% | Reduced |
| Williamson Legacy Group, LLC | 3,507 | $503.4K | 0.34% | +3,507 | New |
| One Wealth Advisors, LLC | 3,509 | $504.4K | 0.08% | −107−3.0% | Reduced |
| Seven Eight Capital, LP | 3,538 | $507.8K | 0.05% | +3,538 | New |
| Cullen/Frost Bankers, Inc. | 3,567 | $511.9K | 0.01% | +805+29.1% | Added |
| Glen Eagle Advisors, LLC | 3,567 | $512.0K | 0.09% | −275−7.2% | Reduced |
| Parallel Advisors, LLC | 3,569 | $512.4K | 0.01% | +343+10.6% | Added |
| AdvisorShares Investments LLC | 3,581 | $514.0K | 0.10% | −560−13.5% | Reduced |
| Kingsview Wealth Management, LLC | 3,586 | $514.7K | 0.01% | +113+3.3% | Added |
| Lido Advisors, LLC | 3,595 | $516.1K | 0.00% | −69,246−95.1% | Reduced |
| Verdence Capital Advisors LLC | 3,598 | $516.4K | 0.04% | +97+2.8% | Added |
| CX Institutional | 3,611 | $518.3K | 0.02% | +8+0.2% | Added |
| Concurrent Investment Advisors, LLC | 3,621 | $519.8K | 0.02% | +245+7.3% | Added |
| Advisor Resource Council | 3,626 | $520.4K | 0.24% | +3,626 | New |
| Algert Global LLC | 3,633 | $521.4K | 0.01% | +596+19.6% | Added |
| Richard W. Paul & Associates, LLC | 3,693 | $530.0K | 0.19% | −88−2.3% | Reduced |
| Tectonic Advisors LLC | 3,701 | $531.2K | 0.03% | +59+1.6% | Added |
| Banque Cantonale Vaudoise | 3,728 | $535.0K | 0.02% | −5,308−58.7% | Reduced |
| Financial Counselors Inc | 3,739 | $536.7K | 0.01% | −185−4.7% | Reduced |
| Advisors Capital Management, LLC | 3,765 | $541.0K | 0.01% | +3,765 | New |
| Park Place Capital Corp | 3,783 | $543.0K | 0.16% | −65−1.7% | Reduced |
| Dark Forest Capital Management LP | 3,818 | $548.0K | 0.07% | −503−11.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,843 | $552.0K | 0.12% | +102+2.7% | Added |
| Smith, Salley & Associates | 3,849 | $552.4K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,858 | $553.7K | 0.01% | −6,228−61.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $554.5K | 0.02% | 00.0% | Unchanged |