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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 6,951 | $997.7K | 0.02% | −47,660−87.3% | Reduced |
| Clarius Group, LLC | 6,930 | $993.9K | 0.07% | −204−2.9% | Reduced |
| We Are One Seven, LLC | 6,864 | $985.3K | 0.04% | −106−1.5% | Reduced |
| Virtus ETF Advisers LLC | 6,811 | $977.6K | 0.46% | +6,811 | New |
| River Street Advisors LLC | 6,797 | $975.6K | 0.53% | −39−0.6% | Reduced |
| Cooper Financial Group | 6,780 | $973.2K | 0.13% | +3,128+85.7% | Added |
| Fiduciary Family Office, LLC | 6,728 | $965.7K | 0.32% | −252−3.6% | Reduced |
| Prudential PLC | 6,702 | $961.9K | 0.00% | +2,726+68.6% | Added |
| Greenfield Savings Bank | 6,658 | $955.6K | 0.45% | +346+5.5% | Added |
| Inspire Advisors, LLC | 6,655 | $955.2K | 0.12% | +4,434+199.6% | Added |
| WealthTrust Asset Management, LLC | 6,634 | $952.2K | 0.71% | −824−11.0% | Reduced |
| Plato Investment Management Ltd | 6,633 | $951.1K | 0.08% | −2,312−25.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,577 | $944.0K | 0.02% | −116−1.7% | Reduced |
| Signaturefd, LLC | 6,565 | $942.3K | 0.02% | +384+6.2% | Added |
| TFB Advisors LLC | 6,556 | $941.0K | 0.28% | −174−2.6% | Reduced |
| Moloney Securities Asset Management, LLC | 6,453 | $926.2K | 0.12% | −173−2.6% | Reduced |
| Vise Technologies, Inc. | 6,431 | $923.0K | 0.12% | +6,431 | New |
| Johnson Investment Counsel Inc | 6,403 | $919.0K | 0.01% | −180−2.7% | Reduced |
| Anchor Investment Management, LLC | 6,374 | $914.9K | 0.09% | −142−2.2% | Reduced |
| Scientech Research LLC | 6,360 | $912.9K | 0.18% | −245−3.7% | Reduced |
| Aprio Wealth Management, LLC | 6,355 | $912.2K | 0.15% | +18+0.3% | Added |
| Penserra Capital Management LLC | 6,328 | $907.0K | 0.02% | −128−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,144 | $881.8K | 0.06% | −640−9.4% | Reduced |
| V-Square Quantitative Management LLC | 6,093 | $874.5K | 0.13% | +944+18.3% | Added |
| Axxcess Wealth Management, LLC | 6,009 | $862.4K | 0.02% | +3,009+100.3% | Added |
| Gateway Advisory, LLC | 6,001 | $861.3K | 0.14% | −199−3.2% | Reduced |
| Pinnacle Associates Ltd | 8,285 | $855.2K | 0.01% | −2,638−24.2% | Reduced |
| Harvest Fund Management Co., Ltd | 5,941 | $853.0K | 0.05% | +3,005+102.4% | Added |
| Baader Bank INC | 5,925 | $840.9K | 0.07% | +210+3.7% | Added |
| Moors & Cabot, Inc. | 5,816 | $838.1K | 0.04% | +301+5.5% | Added |
| Everhart Financial Group, Inc. | 5,801 | $832.6K | 0.18% | +838+16.9% | Added |
| Change Path, LLC | 5,784 | $830.1K | 0.03% | +1,384+31.5% | Added |
| Cyr Financial Inc. | 5,770 | $828.2K | 0.77% | −499−8.0% | Reduced |
| Bayview Asset Management, LLC | 5,750 | $825.3K | 0.46% | −4,250−42.5% | Reduced |
| Petra Financial Advisors Inc | 5,694 | $817.3K | 0.54% | −2,514−30.6% | Reduced |
| WBI Investments | 5,678 | $815.0K | 0.20% | −6,124−51.9% | Reduced |
| Keebeck Wealth Management, LLC | 5,630 | $809.3K | 0.12% | −321−5.4% | Reduced |
| Wedbush Securities Inc | 5,616 | $806.0K | 0.03% | −3,068−35.3% | Reduced |
| Win Advisors, Inc | 5,594 | $802.9K | 0.38% | +5,594 | New |
| United Community Bank | 5,589 | $802.2K | 0.31% | +1,126+25.2% | Added |
| Beacon Investment Advisory Services, Inc. | 5,544 | $795.7K | 0.03% | −91−1.6% | Reduced |
| Liberty Wealth Management LLC | 5,519 | $792.0K | 0.13% | −9−0.2% | 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 |
| Jump Financial, LLC | 5,411 | $776.6K | 0.02% | −1,031−16.0% | Reduced |
| Patron Partners Advisors, LLC | 5,400 | $775.1K | 0.43% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,385 | $772.9K | 0.10% | +5,385 | New |
| Syon Capital LLC | 5,380 | $772.2K | 0.07% | +13+0.2% | Added |
| Aldebaran Financial Inc. | 5,365 | $770.0K | 0.91% | +2,670+99.1% | Added |
| Peapack Gladstone Financial Corp | 5,336 | $766.0K | 0.01% | +1,800+50.9% | Added |
| Applied Finance Capital Management, LLC | 5,268 | $756.1K | 0.03% | +290+5.8% | Added |
| Kathmere Capital Management, LLC | 5,210 | $747.8K | 0.07% | +1,245+31.4% | Added |
| Machina Capital S.A.S. | 5,161 | $740.8K | 0.29% | −5,590−52.0% | Reduced |
| Concord Asset Management, LLC | 5,158 | $740.4K | 0.17% | +329+6.8% | Added |
| Exchange Traded Concepts, LLC | 5,098 | $731.7K | 0.02% | +3,025+145.9% | Added |
| Bryn Mawr Trust Co | 5,097 | $731.6K | 0.01% | +5,097 | New |
| NBC Securities, Inc. | 5,068 | $727.0K | 0.06% | −43−0.8% | Reduced |
| Tocqueville Asset Management L.P. | 5,061 | $726.4K | 0.01% | −99−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,023 | $721.0K | 0.02% | −5,890−54.0% | Reduced |
| Ascent Group, LLC | 5,013 | $719.5K | 0.05% | +825+19.7% | Added |
| Wahed Invest LLC | 5,010 | $719.1K | 0.13% | +405+8.8% | Added |
| Concord Wealth Partners | 5,002 | $718.0K | 0.12% | +83+1.7% | Added |
| Miura Global Management, LLC | 5,000 | $717.6K | 0.82% | +5,000 | New |
| Atomi Financial Group, Inc. | 4,980 | $714.8K | 0.04% | +503+11.2% | Added |
| Coldstream Capital Management Inc | 4,916 | $697.4K | 0.02% | +592+13.7% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $693.1K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 4,747 | $681.3K | 0.21% | +1,832+62.8% | Added |
| First Hawaiian Bank | 4,737 | $679.9K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,726 | $678.3K | 0.03% | −47−1.0% | Reduced |
| Global Financial Private Client, LLC | 4,710 | $676.0K | 0.26% | +86+1.9% | Added |
| Lakeview Capital Partners, LLC | 4,668 | $670.0K | 0.11% | −329−6.6% | Reduced |
| Advisors Asset Management, Inc. | 4,660 | $668.9K | 0.01% | +1,050+29.1% | Added |
| Schwartz Investment Counsel Inc | 4,650 | $667.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,945 | $654.5K | 0.01% | +1,262+26.9% | Added |
| Steel Peak Wealth Management LLC | 4,538 | $652.2K | 0.03% | −13,408−74.7% | Reduced |
| Eschler Asset Management LLP | 4,533 | $650.6K | 0.97% | +4,533 | New |
| Nomura Holdings Inc | 4,484 | $643.6K | 0.00% | −24,557−84.6% | Reduced |
| Menard Financial Group LLC | 4,430 | $635.9K | 0.42% | +150+3.5% | Added |
| RSM US Wealth Management LLC | 4,383 | $634.7K | 0.01% | +159+3.8% | Added |
| Harbor Capital Advisors, Inc. | 4,416 | $634.0K | 0.03% | −57−1.3% | Reduced |
| Raleigh Capital Management Inc. | 4,411 | $633.1K | 0.24% | +219+5.2% | Added |
| Meeder Advisory Services, Inc. | 4,381 | $628.8K | 0.04% | +1,044+31.3% | Added |
| HighPoint Advisor Group LLC | 4,879 | $626.4K | 0.04% | −543−10.0% | Reduced |
| Thrive Capital Management, LLC | 4,324 | $620.6K | 0.29% | −416−8.8% | Reduced |
| Brown Brothers Harriman & Co | 4,320 | $620.0K | 0.00% | +10+0.2% | Added |
| Virtus Investment Advisers, Inc. | 4,261 | $611.6K | 0.48% | −2,062−32.6% | Reduced |
| Jones Financial Companies LLLP | 4,252 | $608.8K | 0.00% | +3,160+289.4% | Added |
| Ellevest, Inc. | 4,230 | $607.1K | 0.03% | +110+2.7% | Added |
| Private Trust Co NA | 4,223 | $606.1K | 0.06% | +3,042+257.6% | Added |
| Forum Financial Management, LP | 4,205 | $603.5K | 0.01% | −250−5.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,200 | $602.8K | 0.13% | +4,000+2,000.0% | Added |
| Family Firm, Inc. | 4,168 | $598.3K | 0.13% | +89+2.2% | Added |
| Ballentine Partners, LLC | 4,167 | $598.1K | 0.01% | −371−8.2% | Reduced |
| Greenleaf Trust | 4,157 | $596.7K | 0.01% | −18−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,131 | $592.9K | 0.01% | +4,131 | New |
| D'Orazio & Associates, Inc. | 4,070 | $584.2K | 0.08% | +835+25.8% | Added |
| NorthRock Partners, LLC | 4,041 | $580.8K | 0.02% | +324+8.7% | Added |
| Legal Advantage Investments, Inc. | 4,020 | $577.0K | 0.32% | +1,000+33.1% | Added |
| Denali Advisors LLC | 4,011 | $575.7K | 0.06% | +1,900+90.0% | Added |
| Profund Advisors LLC | 4,005 | $574.8K | 0.02% | −215−5.1% | Reduced |