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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 12,280 | $1.76M | 0.05% | +2,302+23.1% | Added |
| Affinity Investment Advisors, LLC | 12,339 | $1.77M | 1.22% | −248−2.0% | Reduced |
| Principal Securities, Inc. | 12,411 | $1.78M | 0.04% | +3,178+34.4% | Added |
| JT Stratford LLC | 12,448 | $1.79M | 0.31% | −121−1.0% | Reduced |
| Westover Capital Advisors, LLC | 12,672 | $1.82M | 0.35% | +5,419+74.7% | Added |
| Centennial Bank | 12,854 | $1.84M | 0.85% | −122−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,050 | $1.87M | 0.03% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 13,088 | $1.88M | 0.07% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 13,143 | $1.88M | 0.17% | +123+0.9% | Added |
| Meridian Wealth Management, LLC | 13,129 | $1.88M | 0.09% | +13,129 | New |
| Hartford Investment Management Co | 13,184 | $1.89M | 0.06% | −370−2.7% | Reduced |
| LMR Partners LLP | 13,286 | $1.91M | 0.04% | +3,450+35.1% | Added |
| Dean Capital Management | 13,347 | $1.92M | 0.81% | +13,347 | New |
| Fuller & Thaler Asset Management, Inc. | 13,390 | $1.92M | 0.01% | +795+6.3% | Added |
| Caitlin John, LLC | 15,124 | $1.93M | 1.24% | +4,265+39.3% | Added |
| Mizuho Securities USA LLC | 13,457 | $1.93M | 0.04% | −2,763−17.0% | Reduced |
| Atria Investments LLC | 13,557 | $1.95M | 0.02% | −2,148−13.7% | Reduced |
| Ieq Capital, LLC | 13,602 | $1.95M | 0.02% | −5,085−27.2% | Reduced |
| Jupiter Wealth Management LLC | 13,602 | $1.95M | 1.00% | +780+6.1% | Added |
| EFG Asset Management (Americas) Corp. | 13,652 | $1.96M | 0.38% | −420−3.0% | Reduced |
| Vestcor Inc | 13,748 | $1.97M | 0.06% | −1,955−12.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,749 | $1.97M | 0.65% | +26+0.2% | Added |
| Empirical Finance, LLC | 14,182 | $2.04M | 0.12% | +108+0.8% | Added |
| Coastline Trust Co | 14,185 | $2.04M | 0.24% | +504+3.7% | Added |
| Financial Advocates Investment Management | 14,212 | $2.04M | 0.12% | +14,212 | New |
| Harvest Investment Services, LLC | 14,310 | $2.05M | 0.66% | −10,979−43.4% | Reduced |
| Kentucky Retirement Systems | 14,457 | $2.08M | 0.06% | −1,394−8.8% | Reduced |
| Roof Eidam & Maycock | 14,480 | $2.08M | 0.53% | +500+3.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,583 | $2.09M | 0.10% | −1,802−11.0% | Reduced |
| Darwin Advisors, LLC | 14,643 | $2.10M | 0.58% | +14,643 | New |
| Wolverine Trading, LLC | 14,693 | $2.10M | 0.05% | +843+6.1% | Added |
| Eqis Capital Management, Inc. | 14,671 | $2.11M | 0.17% | −1,682−10.3% | Reduced |
| Estate Counselors, LLC | 14,690 | $2.11M | 0.22% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,734 | $2.11M | 0.01% | −3,840−20.7% | Reduced |
| US Bancorp | 14,746 | $2.12M | 0.00% | +410+2.9% | Added |
| Logan Capital Management Inc | 14,797 | $2.12M | 0.09% | +5,976+67.7% | Added |
| Trivant Custom Portfolio Group, LLC | 15,319 | $2.20M | 1.27% | +401+2.7% | Added |
| Vident Advisory, LLC | 15,444 | $2.22M | 0.06% | +2,020+15.0% | Added |
| Virtus Family Office LLC | 15,550 | $2.24M | 2.95% | −135−0.9% | Reduced |
| Eagle Asset Management Inc | 16,904 | $2.24M | 0.01% | −104,527−86.1% | Reduced |
| Venturi Wealth Management, LLC | 15,662 | $2.25M | 0.12% | −1,128−6.7% | Reduced |
| CWM, LLC | 16,040 | $2.30M | 0.01% | −1,786−10.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,038 | $2.30M | 0.02% | −1,325−7.6% | Reduced |
| Brendel Financial Advisors LLC | 16,099 | $2.31M | 1.31% | +16,099 | New |
| Caxton Associates LP | 16,120 | $2.31M | 0.11% | −1,874−10.4% | Reduced |
| Mount Lucas Management LP | 16,289 | $2.34M | 0.80% | −24,541−60.1% | Reduced |
| Naples Money Management LLC | 17,100 | $2.45M | 2.08% | +17,100 | New |
| B.O.S.S. Retirement Advisors, LLC | 17,107 | $2.46M | 0.49% | +17,107 | New |
| Trail Ridge Investment Advisors, LLC | 18,622 | $2.48M | 1.18% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,350 | $2.49M | 0.00% | −7,534−30.3% | Reduced |
| GTS Securities LLC | 17,418 | $2.50M | 0.05% | −3,346−16.1% | Reduced |
| Gulf International Bank (UK) Ltd | 17,632 | $2.53M | 0.06% | −703−3.8% | Reduced |
| Oregon Public Employees Retirement Fund | 17,791 | $2.55M | 0.05% | −290−1.6% | Reduced |
| Paloma Partners Management Co | 17,830 | $2.56M | 0.14% | +15,956+851.4% | Added |
| Savant Capital, LLC | 17,933 | $2.57M | 0.02% | +766+4.5% | Added |
| Walleye Capital LLC | 18,081 | $2.60M | 0.03% | −185,219−91.1% | Reduced |
| Davenport & Co LLC | 18,218 | $2.61M | 0.02% | −10.0% | Reduced |
| Vista Investment Partners LLC | 18,254 | $2.62M | 0.84% | +18,254 | New |
| Elo Mutual Pension Insurance Co | 18,627 | $2.67M | 0.06% | +1,324+7.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,201 | $2.77M | 0.05% | +14,425+302.0% | Added |
| Palisade Capital Management LLC | 19,278 | $2.77M | 0.07% | +757+4.1% | Added |
| Chesley Taft & Associates LLC | 19,290 | $2.77M | 0.13% | +19,290 | New |
| Bridgeway Capital Management, LLC | 19,350 | $2.78M | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 19,524 | $2.80M | 0.01% | +1,160+6.3% | Added |
| Sequoia Financial Advisors, LLC | 19,624 | $2.82M | 0.03% | +1,497+8.3% | Added |
| HighTower Advisors, LLC | 19,863 | $2.85M | 0.00% | −2,076−9.5% | Reduced |
| Arete Wealth Advisors, LLC | 19,913 | $2.86M | 0.25% | −22,842−53.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,288 | $2.91M | 0.01% | +2,500+14.1% | Added |
| Oddo BHF Asset Management SAS | 20,710 | $2.97M | 0.15% | +20,710 | New |
| Axecap Investments, LLC | 20,730 | $2.98M | 2.26% | +20,730 | New |
| Public Employees Retirement Association of Colorado | 21,568 | $3.10M | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 21,682 | $3.11M | 0.12% | +852+4.1% | Added |
| ClariVest Asset Management LLC | 28,751 | $3.17M | 0.32% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,181 | $3.18M | 0.03% | +172+0.8% | Added |
| Acadian Asset Management LLC | 22,427 | $3.22M | 0.01% | −36,717−62.1% | Reduced |
| Gabelli Funds LLC | 22,500 | $3.23M | 0.02% | −14,700−39.5% | Reduced |
| Crossmark Global Holdings, Inc. | 22,987 | $3.30M | 0.06% | −4,614−16.7% | Reduced |
| Todd Asset Management LLC | 23,438 | $3.36M | 0.08% | 00.0% | Unchanged |
| Omers Administration Corp | 23,598 | $3.39M | 0.03% | −1,400−5.6% | Reduced |
| Dean Investment Associates, LLC | 23,598 | $3.39M | 0.46% | −661−2.7% | Reduced |
| Creative Planning | 23,639 | $3.39M | 0.00% | +1,401+6.3% | Added |
| IFG Advisory, LLC | 23,785 | $3.41M | 0.22% | +75+0.3% | Added |
| Sib LLC | 24,755 | $3.55M | 1.74% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 24,866 | $3.57M | 0.56% | +1,684+7.3% | Added |
| Hennessy Advisors Inc | 25,000 | $3.59M | 0.11% | −600−2.3% | Reduced |
| Alaska Permanent Fund Corp | 25,009 | $3.59M | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 25,016 | $3.59M | 0.01% | −726−2.8% | Reduced |
| Mutual of America Capital Management LLC | 25,569 | $3.67M | 0.04% | −977−3.7% | Reduced |
| Ellis Investment Partners, LLC | 25,585 | $3.67M | 0.72% | +1,056+4.3% | Added |
| Commerce Bank | 25,687 | $3.69M | 0.02% | +1,116+4.5% | Added |
| Stephens Inc | 25,889 | $3.72M | 0.05% | −235−0.9% | Reduced |
| UniSuper Management Pty Ltd | 25,972 | $3.73M | 0.03% | −5,920−18.6% | Reduced |
| 3Chopt Investment Partners, LLC | 26,010 | $3.74M | 1.34% | −69−0.3% | Reduced |
| Daiwa Securities Group Inc. | 26,455 | $3.80M | 0.02% | +186+0.7% | Added |
| Nissay Asset Management Corp | 26,577 | $3.81M | 0.02% | +499+1.9% | Added |
| Bank of Nova Scotia | 26,691 | $3.83M | 0.01% | +4,703+21.4% | Added |
| Level Four Advisory Services, LLC | 29,765 | $3.86M | 0.16% | −2,278−7.1% | Reduced |
| Peak Financial Advisors LLC | 27,709 | $3.98M | 2.05% | +1,763+6.8% | Added |
| ING Groep NV | 27,754 | $3.98M | 0.02% | −30,250−52.2% | Reduced |
| New York Life Investment Management LLC | 27,778 | $3.99M | 0.04% | −1,293−4.4% | Reduced |