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 |
|---|---|---|---|---|---|
| Colton Groome Financial Advisors, LLC | 3,920 | $562.6K | 0.21% | −55−1.4% | Reduced |
| Renasant Bank | 3,923 | $563.1K | 0.37% | −404−9.3% | Reduced |
| Patten Group, Inc. | 3,924 | $563.2K | 0.13% | +119+3.1% | Added |
| Fidelis Capital Partners, LLC | 4,281 | $570.1K | 0.07% | +41+1.0% | Added |
| Farther Finance Advisors, LLC | 3,975 | $570.5K | 0.02% | +1,493+60.2% | Added |
| D. E. Shaw & Co., Inc. | 3,989 | $572.5K | 0.00% | +968+32.0% | Added |
| Yorktown Management & Research Co Inc | 4,000 | $574.1K | 0.59% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,005 | $574.8K | 0.02% | −215−5.1% | Reduced |
| Denali Advisors LLC | 4,011 | $575.7K | 0.06% | +1,900+90.0% | Added |
| Legal Advantage Investments, Inc. | 4,020 | $577.0K | 0.32% | +1,000+33.1% | Added |
| NorthRock Partners, LLC | 4,041 | $580.8K | 0.02% | +324+8.7% | Added |
| D'Orazio & Associates, Inc. | 4,070 | $584.2K | 0.08% | +835+25.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,131 | $592.9K | 0.01% | +4,131 | New |
| Greenleaf Trust | 4,157 | $596.7K | 0.01% | −18−0.4% | Reduced |
| Ballentine Partners, LLC | 4,167 | $598.1K | 0.01% | −371−8.2% | Reduced |
| Family Firm, Inc. | 4,168 | $598.3K | 0.13% | +89+2.2% | Added |
| Catalyst Funds Management Pty Ltd | 4,200 | $602.8K | 0.13% | +4,000+2,000.0% | Added |
| Forum Financial Management, LP | 4,205 | $603.5K | 0.01% | −250−5.6% | Reduced |
| Private Trust Co NA | 4,223 | $606.1K | 0.06% | +3,042+257.6% | Added |
| Ellevest, Inc. | 4,230 | $607.1K | 0.03% | +110+2.7% | Added |
| Jones Financial Companies LLLP | 4,252 | $608.8K | 0.00% | +3,160+289.4% | Added |
| Virtus Investment Advisers, Inc. | 4,261 | $611.6K | 0.48% | −2,062−32.6% | Reduced |
| Brown Brothers Harriman & Co | 4,320 | $620.0K | 0.00% | +10+0.2% | Added |
| Thrive Capital Management, LLC | 4,324 | $620.6K | 0.29% | −416−8.8% | Reduced |
| HighPoint Advisor Group LLC | 4,879 | $626.4K | 0.04% | −543−10.0% | Reduced |
| Meeder Advisory Services, Inc. | 4,381 | $628.8K | 0.04% | +1,044+31.3% | Added |
| Raleigh Capital Management Inc. | 4,411 | $633.1K | 0.24% | +219+5.2% | Added |
| Harbor Capital Advisors, Inc. | 4,416 | $634.0K | 0.03% | −57−1.3% | Reduced |
| RSM US Wealth Management LLC | 4,383 | $634.7K | 0.01% | +159+3.8% | Added |
| Menard Financial Group LLC | 4,430 | $635.9K | 0.42% | +150+3.5% | Added |
| Nomura Holdings Inc | 4,484 | $643.6K | 0.00% | −24,557−84.6% | Reduced |
| Eschler Asset Management LLP | 4,533 | $650.6K | 0.97% | +4,533 | New |
| Steel Peak Wealth Management LLC | 4,538 | $652.2K | 0.03% | −13,408−74.7% | Reduced |
| Ronald Blue Trust, Inc. | 5,945 | $654.5K | 0.01% | +1,262+26.9% | Added |
| Schwartz Investment Counsel Inc | 4,650 | $667.4K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,660 | $668.9K | 0.01% | +1,050+29.1% | Added |
| Lakeview Capital Partners, LLC | 4,668 | $670.0K | 0.11% | −329−6.6% | Reduced |
| Global Financial Private Client, LLC | 4,710 | $676.0K | 0.26% | +86+1.9% | Added |
| Wetherby Asset Management Inc | 4,726 | $678.3K | 0.03% | −47−1.0% | Reduced |
| First Hawaiian Bank | 4,737 | $679.9K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 4,747 | $681.3K | 0.21% | +1,832+62.8% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $693.1K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,916 | $697.4K | 0.02% | +592+13.7% | Added |
| Atomi Financial Group, Inc. | 4,980 | $714.8K | 0.04% | +503+11.2% | Added |
| Miura Global Management, LLC | 5,000 | $717.6K | 0.82% | +5,000 | New |
| Concord Wealth Partners | 5,002 | $718.0K | 0.12% | +83+1.7% | Added |
| Wahed Invest LLC | 5,010 | $719.1K | 0.13% | +405+8.8% | Added |
| Ascent Group, LLC | 5,013 | $719.5K | 0.05% | +825+19.7% | Added |
| Tower Research Capital LLC (TRC) | 5,023 | $721.0K | 0.02% | −5,890−54.0% | Reduced |
| Tocqueville Asset Management L.P. | 5,061 | $726.4K | 0.01% | −99−1.9% | Reduced |
| NBC Securities, Inc. | 5,068 | $727.0K | 0.06% | −43−0.8% | Reduced |
| Bryn Mawr Trust Co | 5,097 | $731.6K | 0.01% | +5,097 | New |
| Exchange Traded Concepts, LLC | 5,098 | $731.7K | 0.02% | +3,025+145.9% | Added |
| Concord Asset Management, LLC | 5,158 | $740.4K | 0.17% | +329+6.8% | Added |
| Machina Capital S.A.S. | 5,161 | $740.8K | 0.29% | −5,590−52.0% | Reduced |
| Kathmere Capital Management, LLC | 5,210 | $747.8K | 0.07% | +1,245+31.4% | Added |
| Applied Finance Capital Management, LLC | 5,268 | $756.1K | 0.03% | +290+5.8% | Added |
| Peapack Gladstone Financial Corp | 5,336 | $766.0K | 0.01% | +1,800+50.9% | Added |
| Aldebaran Financial Inc. | 5,365 | $770.0K | 0.91% | +2,670+99.1% | Added |
| Syon Capital LLC | 5,380 | $772.2K | 0.07% | +13+0.2% | Added |
| Central Pacific Bank - Trust Division | 5,385 | $772.9K | 0.10% | +5,385 | New |
| Patron Partners Advisors, LLC | 5,400 | $775.1K | 0.43% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,411 | $776.6K | 0.02% | −1,031−16.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,490 | $788.0K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 5,490 | $788.0K | 0.01% | +5,490 | New |
| Liberty Wealth Management LLC | 5,519 | $792.0K | 0.13% | −9−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,544 | $795.7K | 0.03% | −91−1.6% | Reduced |
| United Community Bank | 5,589 | $802.2K | 0.31% | +1,126+25.2% | Added |
| Win Advisors, Inc | 5,594 | $802.9K | 0.38% | +5,594 | New |
| Wedbush Securities Inc | 5,616 | $806.0K | 0.03% | −3,068−35.3% | Reduced |
| Keebeck Wealth Management, LLC | 5,630 | $809.3K | 0.12% | −321−5.4% | Reduced |
| WBI Investments | 5,678 | $815.0K | 0.20% | −6,124−51.9% | Reduced |
| Petra Financial Advisors Inc | 5,694 | $817.3K | 0.54% | −2,514−30.6% | Reduced |
| Bayview Asset Management, LLC | 5,750 | $825.3K | 0.46% | −4,250−42.5% | Reduced |
| Cyr Financial Inc. | 5,770 | $828.2K | 0.77% | −499−8.0% | Reduced |
| Change Path, LLC | 5,784 | $830.1K | 0.03% | +1,384+31.5% | Added |
| Everhart Financial Group, Inc. | 5,801 | $832.6K | 0.18% | +838+16.9% | Added |
| Moors & Cabot, Inc. | 5,816 | $838.1K | 0.04% | +301+5.5% | Added |
| Baader Bank INC | 5,925 | $840.9K | 0.07% | +210+3.7% | Added |
| Harvest Fund Management Co., Ltd | 5,941 | $853.0K | 0.05% | +3,005+102.4% | Added |
| Pinnacle Associates Ltd | 8,285 | $855.2K | 0.01% | −2,638−24.2% | Reduced |
| Gateway Advisory, LLC | 6,001 | $861.3K | 0.14% | −199−3.2% | Reduced |
| Axxcess Wealth Management, LLC | 6,009 | $862.4K | 0.02% | +3,009+100.3% | Added |
| V-Square Quantitative Management LLC | 6,093 | $874.5K | 0.13% | +944+18.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,144 | $881.8K | 0.06% | −640−9.4% | Reduced |
| Penserra Capital Management LLC | 6,328 | $907.0K | 0.02% | −128−2.0% | Reduced |
| Aprio Wealth Management, LLC | 6,355 | $912.2K | 0.15% | +18+0.3% | Added |
| Scientech Research LLC | 6,360 | $912.9K | 0.18% | −245−3.7% | Reduced |
| Anchor Investment Management, LLC | 6,374 | $914.9K | 0.09% | −142−2.2% | Reduced |
| Johnson Investment Counsel Inc | 6,403 | $919.0K | 0.01% | −180−2.7% | Reduced |
| Vise Technologies, Inc. | 6,431 | $923.0K | 0.12% | +6,431 | New |
| Moloney Securities Asset Management, LLC | 6,453 | $926.2K | 0.12% | −173−2.6% | Reduced |
| TFB Advisors LLC | 6,556 | $941.0K | 0.28% | −174−2.6% | Reduced |
| Signaturefd, LLC | 6,565 | $942.3K | 0.02% | +384+6.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,577 | $944.0K | 0.02% | −116−1.7% | Reduced |
| Plato Investment Management Ltd | 6,633 | $951.1K | 0.08% | −2,312−25.8% | Reduced |
| WealthTrust Asset Management, LLC | 6,634 | $952.2K | 0.71% | −824−11.0% | Reduced |
| Inspire Advisors, LLC | 6,655 | $955.2K | 0.12% | +4,434+199.6% | Added |
| Greenfield Savings Bank | 6,658 | $955.6K | 0.45% | +346+5.5% | Added |
| Prudential PLC | 6,702 | $961.9K | 0.00% | +2,726+68.6% | Added |