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 |
|---|---|---|---|---|---|
| Fiduciary Family Office, LLC | 6,728 | $965.7K | 0.32% | −252−3.6% | Reduced |
| Cooper Financial Group | 6,780 | $973.2K | 0.13% | +3,128+85.7% | Added |
| River Street Advisors LLC | 6,797 | $975.6K | 0.53% | −39−0.6% | Reduced |
| Virtus ETF Advisers LLC | 6,811 | $977.6K | 0.46% | +6,811 | New |
| We Are One Seven, LLC | 6,864 | $985.3K | 0.04% | −106−1.5% | Reduced |
| Clarius Group, LLC | 6,930 | $993.9K | 0.07% | −204−2.9% | Reduced |
| Investment Management Corp of Ontario | 6,951 | $997.7K | 0.02% | −47,660−87.3% | Reduced |
| Outlook Wealth Advisors, LLC | 6,964 | $999.5K | 0.29% | −446−6.0% | Reduced |
| Pensionfund Sabic | 7,000 | $1.00M | 0.31% | +7,000 | New |
| Tokio Marine Asset Management Co Ltd | 7,035 | $1.01M | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,071 | $1.01M | 0.07% | −148−2.1% | Reduced |
| TownSquare Capital, LLC | 7,078 | $1.02M | 0.01% | +2,567+56.9% | Added |
| Personal Cfo Solutions, LLC | 7,081 | $1.02M | 0.14% | −94−1.3% | Reduced |
| Gateway Investment Advisers LLC | 7,094 | $1.02M | 0.01% | −79−1.1% | Reduced |
| Strategic Investment Advisors | 7,188 | $1.03M | 0.11% | −191−2.6% | Reduced |
| Kesler, Norman & Wride, LLC | 7,208 | $1.04M | 0.20% | +3,603+99.9% | Added |
| Duncan Williams Asset Management, LLC | 7,229 | $1.04M | 0.57% | +50+0.7% | Added |
| CSS LLC | 7,300 | $1.05M | 0.06% | −1,200−14.1% | Reduced |
| Mission Wealth Management, LP | 7,309 | $1.05M | 0.03% | +7,309 | New |
| Bradley Foster & Sargent Inc | 7,405 | $1.06M | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 7,430 | $1.07M | 0.54% | −686−8.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,431 | $1.07M | 0.10% | +1,416+23.5% | Added |
| HM Payson & Co | 7,457 | $1.07M | 0.02% | +340+4.8% | Added |
| Landscape Capital Management, L.L.C. | 7,481 | $1.07M | 0.11% | +7,481 | New |
| Alpha DNA Investment Management LLC | 7,511 | $1.08M | 0.59% | +7,511 | New |
| Private Advisory Group LLC | 7,684 | $1.10M | 0.14% | −950−11.0% | Reduced |
| AlTi Global, Inc. | 7,763 | $1.12M | 0.03% | −170−2.1% | Reduced |
| IFP Advisors, Inc | 7,789 | $1.12M | 0.04% | −1,740−18.3% | Reduced |
| Fifth Third Bancorp | 7,864 | $1.13M | 0.00% | +707+9.9% | Added |
| MorganRosel Wealth Management, LLC | 7,876 | $1.13M | 0.37% | −2,123−21.2% | Reduced |
| CWM Advisors, LLC | 7,908 | $1.14M | 0.12% | +5,512+230.1% | Added |
| Castlekeep Investment Advisors LLC | 7,998 | $1.15M | 0.78% | +94+1.2% | Added |
| Csenge Advisory Group | 8,260 | $1.15M | 0.06% | −91−1.1% | Reduced |
| Ostrum Asset Management | 8,024 | $1.15M | 0.10% | +220+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 8,040 | $1.15M | 0.01% | −16,411−67.1% | Reduced |
| Shell Asset Management Co | 8,057 | $1.16M | 0.05% | +8,057 | New |
| Midland Wealth Advisors LLC | 8,121 | $1.17M | 0.07% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 8,127 | $1.17M | 1.03% | +8,127 | New |
| Independent Advisor Alliance | 8,133 | $1.17M | 0.04% | +2,615+47.4% | Added |
| Cypress Capital Group | 8,140 | $1.17M | 0.13% | −123−1.5% | Reduced |
| William B. Walkup & Associates, Inc. | 8,276 | $1.19M | 0.73% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,308 | $1.19M | 0.01% | −164−1.9% | Reduced |
| Veriti Management LLC | 8,340 | $1.20M | 0.06% | −244−2.8% | Reduced |
| Jackson Wealth Management, LLC | 8,355 | $1.20M | 0.14% | +8,355 | New |
| Smith, Moore & Co. | 8,361 | $1.20M | 0.11% | +325+4.0% | Added |
| Cetera Trust Company, N.A | 8,442 | $1.21M | 0.74% | +8,387+15,249.1% | Added |
| NEOS Investment Management LLC | 8,500 | $1.22M | 0.04% | +1,624+23.6% | Added |
| Norinchukin Bank, The | 8,583 | $1.23M | 0.03% | +1,088+14.5% | Added |
| Monticello Wealth Management, LLC | 8,600 | $1.23M | 0.11% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 8,617 | $1.24M | 0.01% | +800+10.2% | Added |
| Schechter Investment Advisors, LLC | 8,718 | $1.25M | 0.09% | +104+1.2% | Added |
| Apollon Wealth Management, LLC | 8,737 | $1.25M | 0.04% | −100−1.1% | Reduced |
| E. Ohman J:or Asset Management AB | 8,900 | $1.28M | 0.03% | −1,100−11.0% | Reduced |
| Atlas Capital Advisors LLC | 8,915 | $1.28M | 0.20% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,050 | $1.30M | 0.08% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 9,093 | $1.31M | 0.28% | −127−1.4% | Reduced |
| Central Trust Co | 9,335 | $1.34M | 0.03% | +2,994+47.2% | Added |
| GeoWealth Management, LLC | 9,365 | $1.34M | 0.05% | +5,062+117.6% | Added |
| Aspire Private Capital, LLC | 9,408 | $1.35M | 0.32% | +155+1.7% | Added |
| Stratos Wealth Partners, LTD. | 9,478 | $1.36M | 0.02% | −1,094−10.3% | Reduced |
| SRN Advisors, LLC | 9,481 | $1.36M | 1.21% | −399−4.0% | Reduced |
| Pensionmark Financial Group, LLC | 9,515 | $1.37M | 0.04% | +1,706+21.8% | Added |
| Beacon Pointe Advisors, LLC | 9,529 | $1.37M | 0.02% | −580−5.7% | Reduced |
| New Millennium Group LLC | 9,546 | $1.37M | 0.89% | +9,457+10,625.8% | Added |
| Colony Group, LLC | 9,562 | $1.37M | 0.00% | −2,404−20.1% | Reduced |
| Prospera Financial Services Inc | 9,654 | $1.39M | 0.04% | +438+4.8% | Added |
| Morse Asset Management, Inc | 9,735 | $1.40M | 0.30% | +2,020+26.2% | Added |
| Quest Partners LLC | 9,756 | $1.40M | 0.12% | −7,488−43.4% | Reduced |
| BNP Paribas | 9,914 | $1.42M | 0.06% | +9,914 | New |
| Atria Wealth Solutions, Inc. | 9,895 | $1.42M | 0.02% | +829+9.1% | Added |
| AXS Investments LLC | 9,919 | $1.42M | 0.38% | −378−3.7% | Reduced |
| CIBC Private Wealth Group, LLC | 9,995 | $1.43M | 0.00% | +899+9.9% | Added |
| Washington Capital Management Inc | 10,000 | $1.44M | 1.11% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $1.44M | 0.17% | 00.0% | Unchanged |
| Black Swift Group, LLC | 10,000 | $1.44M | 0.32% | +10,000 | New |
| GLOBALT Investments LLC | 10,012 | $1.44M | 0.05% | −3,526−26.0% | Reduced |
| La Banque Postale Asset Management SA | 10,098 | $1.45M | 0.02% | −533−5.0% | Reduced |
| Huntington National Bank | 10,155 | $1.46M | 0.01% | +134+1.3% | Added |
| LVW Advisors, LLC | 10,209 | $1.47M | 0.19% | +2,298+29.0% | Added |
| New Mexico Educational Retirement Board | 10,238 | $1.47M | 0.05% | −600−5.5% | Reduced |
| Institute for Wealth Management, LLC. | 10,377 | $1.49M | 0.19% | −98−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 10,437 | $1.50M | 0.11% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 10,477 | $1.50M | 0.03% | +458+4.6% | Added |
| Unison Advisors LLC | 10,499 | $1.51M | 0.18% | +19+0.2% | Added |
| Transcend Wealth Collective, LLC | 10,564 | $1.52M | 0.10% | +170+1.6% | Added |
| X-Square Capital, LLC | 10,798 | $1.55M | 0.68% | −18−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,940 | $1.57M | 0.00% | +2,567+30.7% | Added |
| Private Advisor Group, LLC | 10,943 | $1.57M | 0.01% | +924+9.2% | Added |
| XTX Topco Ltd | 11,047 | $1.59M | 0.12% | +11,047 | New |
| Umb Bank N A | 11,180 | $1.60M | 0.02% | +333+3.1% | Added |
| Inlet Private Wealth, LLC | 11,300 | $1.62M | 0.41% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 11,477 | $1.65M | 0.05% | −617−5.1% | Reduced |
| Tyler-Stone Wealth Management | 11,534 | $1.66M | 0.31% | +6,184+115.6% | Added |
| Synovus Financial Corp | 11,568 | $1.66M | 0.02% | −1,057−8.4% | Reduced |
| Advisory Services Network, LLC | 15,242 | $1.68M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,700 | $1.68M | 0.03% | −200−1.7% | Reduced |
| Rakuten Investment Management, Inc. | 11,810 | $1.69M | 0.01% | +2,830+31.5% | Added |
| Maryland State Retirement & Pension System | 11,974 | $1.72M | 0.04% | −4,323−26.5% | Reduced |
| Avantax Advisory Services, Inc. | 12,134 | $1.74M | 0.01% | −5,060−29.4% | Reduced |
| Pitcairn Co | 12,135 | $1.74M | 0.10% | +1,274+11.7% | Added |