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 |
|---|---|---|---|---|---|
| JB Capital LLC | 29,992 | $4.30M | 0.25% | +263+0.9% | Added |
| Family Management Corp | 29,766 | $4.27M | 0.71% | +1,308+4.6% | Added |
| State of Alaska, Department of Revenue | 29,096 | $4.17M | 0.04% | −4,620−13.7% | Reduced |
| L2 Asset Management, LLC | 28,638 | $4.11M | 1.12% | −3,988−12.2% | Reduced |
| Xponance, Inc. | 28,416 | $4.08M | 0.04% | +266+0.9% | Added |
| CIBC World Markets Corp | 28,303 | $4.06M | 0.03% | −20,464−42.0% | Reduced |
| CAPROCK Group, Inc. | 28,129 | $4.04M | 0.15% | +3,993+16.5% | Added |
| New York Life Investment Management LLC | 27,778 | $3.99M | 0.04% | −1,293−4.4% | Reduced |
| ING Groep NV | 27,754 | $3.98M | 0.02% | −30,250−52.2% | Reduced |
| Peak Financial Advisors LLC | 27,709 | $3.98M | 2.05% | +1,763+6.8% | Added |
| Level Four Advisory Services, LLC | 29,765 | $3.86M | 0.16% | −2,278−7.1% | Reduced |
| Bank of Nova Scotia | 26,691 | $3.83M | 0.01% | +4,703+21.4% | Added |
| Nissay Asset Management Corp | 26,577 | $3.81M | 0.02% | +499+1.9% | Added |
| Daiwa Securities Group Inc. | 26,455 | $3.80M | 0.02% | +186+0.7% | Added |
| 3Chopt Investment Partners, LLC | 26,010 | $3.74M | 1.34% | −69−0.3% | Reduced |
| UniSuper Management Pty Ltd | 25,972 | $3.73M | 0.03% | −5,920−18.6% | Reduced |
| Stephens Inc | 25,889 | $3.72M | 0.05% | −235−0.9% | Reduced |
| Commerce Bank | 25,687 | $3.69M | 0.02% | +1,116+4.5% | Added |
| Ellis Investment Partners, LLC | 25,585 | $3.67M | 0.72% | +1,056+4.3% | Added |
| Mutual of America Capital Management LLC | 25,569 | $3.67M | 0.04% | −977−3.7% | Reduced |
| M&T Bank Corp | 25,016 | $3.59M | 0.01% | −726−2.8% | Reduced |
| Alaska Permanent Fund Corp | 25,009 | $3.59M | 0.05% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 25,000 | $3.59M | 0.11% | −600−2.3% | Reduced |
| 180 Wealth Advisors, LLC | 24,866 | $3.57M | 0.56% | +1,684+7.3% | Added |
| Sib LLC | 24,755 | $3.55M | 1.74% | 00.0% | Unchanged |
| IFG Advisory, LLC | 23,785 | $3.41M | 0.22% | +75+0.3% | Added |
| Creative Planning | 23,639 | $3.39M | 0.00% | +1,401+6.3% | Added |
| 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 |
| Todd Asset Management LLC | 23,438 | $3.36M | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 22,987 | $3.30M | 0.06% | −4,614−16.7% | Reduced |
| Gabelli Funds LLC | 22,500 | $3.23M | 0.02% | −14,700−39.5% | Reduced |
| Acadian Asset Management LLC | 22,427 | $3.22M | 0.01% | −36,717−62.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,181 | $3.18M | 0.03% | +172+0.8% | Added |
| ClariVest Asset Management LLC | 28,751 | $3.17M | 0.32% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 21,682 | $3.11M | 0.12% | +852+4.1% | Added |
| Public Employees Retirement Association of Colorado | 21,568 | $3.10M | 0.01% | 00.0% | Unchanged |
| Axecap Investments, LLC | 20,730 | $2.98M | 2.26% | +20,730 | New |
| Oddo BHF Asset Management SAS | 20,710 | $2.97M | 0.15% | +20,710 | New |
| Envestnet Portfolio Solutions, Inc. | 20,288 | $2.91M | 0.01% | +2,500+14.1% | Added |
| Arete Wealth Advisors, LLC | 19,913 | $2.86M | 0.25% | −22,842−53.4% | Reduced |
| HighTower Advisors, LLC | 19,863 | $2.85M | 0.00% | −2,076−9.5% | Reduced |
| Sequoia Financial Advisors, LLC | 19,624 | $2.82M | 0.03% | +1,497+8.3% | Added |
| Thrivent Financial for Lutherans | 19,524 | $2.80M | 0.01% | +1,160+6.3% | Added |
| Bridgeway Capital Management, LLC | 19,350 | $2.78M | 0.06% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 19,290 | $2.77M | 0.13% | +19,290 | New |
| Palisade Capital Management LLC | 19,278 | $2.77M | 0.07% | +757+4.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,201 | $2.77M | 0.05% | +14,425+302.0% | Added |
| Elo Mutual Pension Insurance Co | 18,627 | $2.67M | 0.06% | +1,324+7.7% | Added |
| Vista Investment Partners LLC | 18,254 | $2.62M | 0.84% | +18,254 | New |
| Davenport & Co LLC | 18,218 | $2.61M | 0.02% | −10.0% | Reduced |
| Walleye Capital LLC | 18,081 | $2.60M | 0.03% | −185,219−91.1% | Reduced |
| Savant Capital, LLC | 17,933 | $2.57M | 0.02% | +766+4.5% | Added |
| Paloma Partners Management Co | 17,830 | $2.56M | 0.14% | +15,956+851.4% | Added |
| Oregon Public Employees Retirement Fund | 17,791 | $2.55M | 0.05% | −290−1.6% | Reduced |
| Gulf International Bank (UK) Ltd | 17,632 | $2.53M | 0.06% | −703−3.8% | Reduced |
| GTS Securities LLC | 17,418 | $2.50M | 0.05% | −3,346−16.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,350 | $2.49M | 0.00% | −7,534−30.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 18,622 | $2.48M | 1.18% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 17,107 | $2.46M | 0.49% | +17,107 | New |
| Naples Money Management LLC | 17,100 | $2.45M | 2.08% | +17,100 | New |
| Mount Lucas Management LP | 16,289 | $2.34M | 0.80% | −24,541−60.1% | Reduced |
| Caxton Associates LP | 16,120 | $2.31M | 0.11% | −1,874−10.4% | Reduced |
| Brendel Financial Advisors LLC | 16,099 | $2.31M | 1.31% | +16,099 | New |
| 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 |
| Venturi Wealth Management, LLC | 15,662 | $2.25M | 0.12% | −1,128−6.7% | Reduced |
| Eagle Asset Management Inc | 16,904 | $2.24M | 0.01% | −104,527−86.1% | Reduced |
| Virtus Family Office LLC | 15,550 | $2.24M | 2.95% | −135−0.9% | Reduced |
| Vident Advisory, LLC | 15,444 | $2.22M | 0.06% | +2,020+15.0% | Added |
| Trivant Custom Portfolio Group, LLC | 15,319 | $2.20M | 1.27% | +401+2.7% | Added |
| Logan Capital Management Inc | 14,797 | $2.12M | 0.09% | +5,976+67.7% | Added |
| US Bancorp | 14,746 | $2.12M | 0.00% | +410+2.9% | Added |
| Kestra Advisory Services, LLC | 14,734 | $2.11M | 0.01% | −3,840−20.7% | Reduced |
| Estate Counselors, LLC | 14,690 | $2.11M | 0.22% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 14,671 | $2.11M | 0.17% | −1,682−10.3% | Reduced |
| Wolverine Trading, LLC | 14,693 | $2.10M | 0.05% | +843+6.1% | Added |
| Darwin Advisors, LLC | 14,643 | $2.10M | 0.58% | +14,643 | New |
| Hennion & Walsh Asset Management, Inc. | 14,583 | $2.09M | 0.10% | −1,802−11.0% | Reduced |
| Roof Eidam & Maycock | 14,480 | $2.08M | 0.53% | +500+3.6% | Added |
| Kentucky Retirement Systems | 14,457 | $2.08M | 0.06% | −1,394−8.8% | Reduced |
| Harvest Investment Services, LLC | 14,310 | $2.05M | 0.66% | −10,979−43.4% | Reduced |
| Financial Advocates Investment Management | 14,212 | $2.04M | 0.12% | +14,212 | New |
| Coastline Trust Co | 14,185 | $2.04M | 0.24% | +504+3.7% | Added |
| Empirical Finance, LLC | 14,182 | $2.04M | 0.12% | +108+0.8% | Added |
| Argonautica Private Wealth Management, Inc | 13,749 | $1.97M | 0.65% | +26+0.2% | Added |
| Vestcor Inc | 13,748 | $1.97M | 0.06% | −1,955−12.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 13,652 | $1.96M | 0.38% | −420−3.0% | Reduced |
| Jupiter Wealth Management LLC | 13,602 | $1.95M | 1.00% | +780+6.1% | Added |
| Ieq Capital, LLC | 13,602 | $1.95M | 0.02% | −5,085−27.2% | Reduced |
| Atria Investments LLC | 13,557 | $1.95M | 0.02% | −2,148−13.7% | Reduced |
| Mizuho Securities USA LLC | 13,457 | $1.93M | 0.04% | −2,763−17.0% | Reduced |
| Caitlin John, LLC | 15,124 | $1.93M | 1.24% | +4,265+39.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 13,390 | $1.92M | 0.01% | +795+6.3% | Added |
| Dean Capital Management | 13,347 | $1.92M | 0.81% | +13,347 | New |
| LMR Partners LLP | 13,286 | $1.91M | 0.04% | +3,450+35.1% | Added |
| Hartford Investment Management Co | 13,184 | $1.89M | 0.06% | −370−2.7% | Reduced |
| Meridian Wealth Management, LLC | 13,129 | $1.88M | 0.09% | +13,129 | New |
| Redwood Investment Management, LLC | 13,143 | $1.88M | 0.17% | +123+0.9% | Added |
| Systematic Alpha Investments, LLC | 13,088 | $1.88M | 0.07% | 00.0% | Unchanged |