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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 13,050 | $1.87M | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 12,854 | $1.84M | 0.85% | −122−0.9% | Reduced |
| Westover Capital Advisors, LLC | 12,672 | $1.82M | 0.35% | +5,419+74.7% | Added |
| JT Stratford LLC | 12,448 | $1.79M | 0.31% | −121−1.0% | Reduced |
| Principal Securities, Inc. | 12,411 | $1.78M | 0.04% | +3,178+34.4% | Added |
| Affinity Investment Advisors, LLC | 12,339 | $1.77M | 1.22% | −248−2.0% | Reduced |
| Metis Global Partners, LLC | 12,280 | $1.76M | 0.05% | +2,302+23.1% | Added |
| Pitcairn Co | 12,135 | $1.74M | 0.10% | +1,274+11.7% | Added |
| Avantax Advisory Services, Inc. | 12,134 | $1.74M | 0.01% | −5,060−29.4% | Reduced |
| Maryland State Retirement & Pension System | 11,974 | $1.72M | 0.04% | −4,323−26.5% | Reduced |
| Rakuten Investment Management, Inc. | 11,810 | $1.69M | 0.01% | +2,830+31.5% | Added |
| Louisiana State Employees Retirement System | 11,700 | $1.68M | 0.03% | −200−1.7% | Reduced |
| Advisory Services Network, LLC | 15,242 | $1.68M | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 11,568 | $1.66M | 0.02% | −1,057−8.4% | Reduced |
| Tyler-Stone Wealth Management | 11,534 | $1.66M | 0.31% | +6,184+115.6% | Added |
| Securian Asset Management, Inc | 11,477 | $1.65M | 0.05% | −617−5.1% | Reduced |
| Inlet Private Wealth, LLC | 11,300 | $1.62M | 0.41% | 00.0% | Unchanged |
| Umb Bank N A | 11,180 | $1.60M | 0.02% | +333+3.1% | Added |
| XTX Topco Ltd | 11,047 | $1.59M | 0.12% | +11,047 | New |
| Private Advisor Group, LLC | 10,943 | $1.57M | 0.01% | +924+9.2% | Added |
| Northwestern Mutual Wealth Management Co | 10,940 | $1.57M | 0.00% | +2,567+30.7% | Added |
| X-Square Capital, LLC | 10,798 | $1.55M | 0.68% | −18−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 10,564 | $1.52M | 0.10% | +170+1.6% | Added |
| Unison Advisors LLC | 10,499 | $1.51M | 0.18% | +19+0.2% | Added |
| CBOE Vest Financial, LLC | 10,477 | $1.50M | 0.03% | +458+4.6% | Added |
| Checchi Capital Advisers, LLC | 10,437 | $1.50M | 0.11% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,377 | $1.49M | 0.19% | −98−0.9% | Reduced |
| New Mexico Educational Retirement Board | 10,238 | $1.47M | 0.05% | −600−5.5% | Reduced |
| LVW Advisors, LLC | 10,209 | $1.47M | 0.19% | +2,298+29.0% | Added |
| Huntington National Bank | 10,155 | $1.46M | 0.01% | +134+1.3% | Added |
| La Banque Postale Asset Management SA | 10,098 | $1.45M | 0.02% | −533−5.0% | Reduced |
| GLOBALT Investments LLC | 10,012 | $1.44M | 0.05% | −3,526−26.0% | Reduced |
| 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 |
| CIBC Private Wealth Group, LLC | 9,995 | $1.43M | 0.00% | +899+9.9% | Added |
| AXS Investments LLC | 9,919 | $1.42M | 0.38% | −378−3.7% | Reduced |
| Atria Wealth Solutions, Inc. | 9,895 | $1.42M | 0.02% | +829+9.1% | Added |
| BNP Paribas | 9,914 | $1.42M | 0.06% | +9,914 | New |
| Quest Partners LLC | 9,756 | $1.40M | 0.12% | −7,488−43.4% | Reduced |
| Morse Asset Management, Inc | 9,735 | $1.40M | 0.30% | +2,020+26.2% | Added |
| Prospera Financial Services Inc | 9,654 | $1.39M | 0.04% | +438+4.8% | Added |
| Colony Group, LLC | 9,562 | $1.37M | 0.00% | −2,404−20.1% | Reduced |
| New Millennium Group LLC | 9,546 | $1.37M | 0.89% | +9,457+10,625.8% | Added |
| Beacon Pointe Advisors, LLC | 9,529 | $1.37M | 0.02% | −580−5.7% | Reduced |
| Pensionmark Financial Group, LLC | 9,515 | $1.37M | 0.04% | +1,706+21.8% | Added |
| SRN Advisors, LLC | 9,481 | $1.36M | 1.21% | −399−4.0% | Reduced |
| Stratos Wealth Partners, LTD. | 9,478 | $1.36M | 0.02% | −1,094−10.3% | Reduced |
| Aspire Private Capital, LLC | 9,408 | $1.35M | 0.32% | +155+1.7% | Added |
| GeoWealth Management, LLC | 9,365 | $1.34M | 0.05% | +5,062+117.6% | Added |
| Central Trust Co | 9,335 | $1.34M | 0.03% | +2,994+47.2% | Added |
| Contravisory Investment Management, Inc. | 9,093 | $1.31M | 0.28% | −127−1.4% | Reduced |
| Everence Capital Management Inc | 9,050 | $1.30M | 0.08% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,915 | $1.28M | 0.20% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 8,900 | $1.28M | 0.03% | −1,100−11.0% | Reduced |
| Apollon Wealth Management, LLC | 8,737 | $1.25M | 0.04% | −100−1.1% | Reduced |
| Schechter Investment Advisors, LLC | 8,718 | $1.25M | 0.09% | +104+1.2% | Added |
| Public Sector Pension Investment Board | 8,617 | $1.24M | 0.01% | +800+10.2% | Added |
| Monticello Wealth Management, LLC | 8,600 | $1.23M | 0.11% | 00.0% | Unchanged |
| Norinchukin Bank, The | 8,583 | $1.23M | 0.03% | +1,088+14.5% | Added |
| NEOS Investment Management LLC | 8,500 | $1.22M | 0.04% | +1,624+23.6% | Added |
| Cetera Trust Company, N.A | 8,442 | $1.21M | 0.74% | +8,387+15,249.1% | Added |
| Smith, Moore & Co. | 8,361 | $1.20M | 0.11% | +325+4.0% | Added |
| Jackson Wealth Management, LLC | 8,355 | $1.20M | 0.14% | +8,355 | New |
| Veriti Management LLC | 8,340 | $1.20M | 0.06% | −244−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 8,308 | $1.19M | 0.01% | −164−1.9% | Reduced |
| William B. Walkup & Associates, Inc. | 8,276 | $1.19M | 0.73% | 00.0% | Unchanged |
| Cypress Capital Group | 8,140 | $1.17M | 0.13% | −123−1.5% | Reduced |
| Independent Advisor Alliance | 8,133 | $1.17M | 0.04% | +2,615+47.4% | Added |
| Barden Capital Management, Inc. | 8,127 | $1.17M | 1.03% | +8,127 | New |
| Midland Wealth Advisors LLC | 8,121 | $1.17M | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,057 | $1.16M | 0.05% | +8,057 | New |
| Schonfeld Strategic Advisors LLC | 8,040 | $1.15M | 0.01% | −16,411−67.1% | Reduced |
| Ostrum Asset Management | 8,024 | $1.15M | 0.10% | +220+2.8% | Added |
| Csenge Advisory Group | 8,260 | $1.15M | 0.06% | −91−1.1% | Reduced |
| Castlekeep Investment Advisors LLC | 7,998 | $1.15M | 0.78% | +94+1.2% | Added |
| CWM Advisors, LLC | 7,908 | $1.14M | 0.12% | +5,512+230.1% | Added |
| MorganRosel Wealth Management, LLC | 7,876 | $1.13M | 0.37% | −2,123−21.2% | Reduced |
| Fifth Third Bancorp | 7,864 | $1.13M | 0.00% | +707+9.9% | Added |
| IFP Advisors, Inc | 7,789 | $1.12M | 0.04% | −1,740−18.3% | Reduced |
| AlTi Global, Inc. | 7,763 | $1.12M | 0.03% | −170−2.1% | Reduced |
| Private Advisory Group LLC | 7,684 | $1.10M | 0.14% | −950−11.0% | Reduced |
| Alpha DNA Investment Management LLC | 7,511 | $1.08M | 0.59% | +7,511 | New |
| Landscape Capital Management, L.L.C. | 7,481 | $1.07M | 0.11% | +7,481 | New |
| HM Payson & Co | 7,457 | $1.07M | 0.02% | +340+4.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,431 | $1.07M | 0.10% | +1,416+23.5% | Added |
| Carolina Wealth Advisors, LLC | 7,430 | $1.07M | 0.54% | −686−8.5% | Reduced |
| Bradley Foster & Sargent Inc | 7,405 | $1.06M | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,309 | $1.05M | 0.03% | +7,309 | New |
| CSS LLC | 7,300 | $1.05M | 0.06% | −1,200−14.1% | Reduced |
| Duncan Williams Asset Management, LLC | 7,229 | $1.04M | 0.57% | +50+0.7% | Added |
| Kesler, Norman & Wride, LLC | 7,208 | $1.04M | 0.20% | +3,603+99.9% | Added |
| Strategic Investment Advisors | 7,188 | $1.03M | 0.11% | −191−2.6% | Reduced |
| Gateway Investment Advisers LLC | 7,094 | $1.02M | 0.01% | −79−1.1% | Reduced |
| Personal Cfo Solutions, LLC | 7,081 | $1.02M | 0.14% | −94−1.3% | Reduced |
| TownSquare Capital, LLC | 7,078 | $1.02M | 0.01% | +2,567+56.9% | Added |
| Meeder Asset Management Inc | 7,071 | $1.01M | 0.07% | −148−2.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,035 | $1.01M | 0.04% | 00.0% | Unchanged |
| Pensionfund Sabic | 7,000 | $1.00M | 0.31% | +7,000 | New |
| Outlook Wealth Advisors, LLC | 6,964 | $999.5K | 0.29% | −446−6.0% | Reduced |