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 |
|---|---|---|---|---|---|
| Yorktown Management & Research Co Inc | 4,000 | $574.1K | 0.59% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,989 | $572.5K | 0.00% | +968+32.0% | Added |
| Farther Finance Advisors, LLC | 3,975 | $570.5K | 0.02% | +1,493+60.2% | Added |
| Fidelis Capital Partners, LLC | 4,281 | $570.1K | 0.07% | +41+1.0% | Added |
| Patten Group, Inc. | 3,924 | $563.2K | 0.13% | +119+3.1% | Added |
| Renasant Bank | 3,923 | $563.1K | 0.37% | −404−9.3% | Reduced |
| Colton Groome Financial Advisors, LLC | 3,920 | $562.6K | 0.21% | −55−1.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $554.5K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,858 | $553.7K | 0.01% | −6,228−61.7% | Reduced |
| Smith, Salley & Associates | 3,849 | $552.4K | 0.04% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,843 | $552.0K | 0.12% | +102+2.7% | Added |
| Dark Forest Capital Management LP | 3,818 | $548.0K | 0.07% | −503−11.6% | Reduced |
| Park Place Capital Corp | 3,783 | $543.0K | 0.16% | −65−1.7% | Reduced |
| Advisors Capital Management, LLC | 3,765 | $541.0K | 0.01% | +3,765 | New |
| Financial Counselors Inc | 3,739 | $536.7K | 0.01% | −185−4.7% | Reduced |
| Banque Cantonale Vaudoise | 3,728 | $535.0K | 0.02% | −5,308−58.7% | Reduced |
| Tectonic Advisors LLC | 3,701 | $531.2K | 0.03% | +59+1.6% | Added |
| Richard W. Paul & Associates, LLC | 3,693 | $530.0K | 0.19% | −88−2.3% | Reduced |
| Algert Global LLC | 3,633 | $521.4K | 0.01% | +596+19.6% | Added |
| Advisor Resource Council | 3,626 | $520.4K | 0.24% | +3,626 | New |
| Concurrent Investment Advisors, LLC | 3,621 | $519.8K | 0.02% | +245+7.3% | Added |
| CX Institutional | 3,611 | $518.3K | 0.02% | +8+0.2% | Added |
| Verdence Capital Advisors LLC | 3,598 | $516.4K | 0.04% | +97+2.8% | Added |
| Lido Advisors, LLC | 3,595 | $516.1K | 0.00% | −69,246−95.1% | Reduced |
| Kingsview Wealth Management, LLC | 3,586 | $514.7K | 0.01% | +113+3.3% | Added |
| AdvisorShares Investments LLC | 3,581 | $514.0K | 0.10% | −560−13.5% | Reduced |
| Parallel Advisors, LLC | 3,569 | $512.4K | 0.01% | +343+10.6% | Added |
| Glen Eagle Advisors, LLC | 3,567 | $512.0K | 0.09% | −275−7.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,567 | $511.9K | 0.01% | +805+29.1% | Added |
| Seven Eight Capital, LP | 3,538 | $507.8K | 0.05% | +3,538 | New |
| One Wealth Advisors, LLC | 3,509 | $504.4K | 0.08% | −107−3.0% | Reduced |
| Williamson Legacy Group, LLC | 3,507 | $503.4K | 0.34% | +3,507 | New |
| Oversea-Chinese Banking CORP Ltd | 3,454 | $495.8K | 0.01% | −1,489−30.1% | Reduced |
| Custom Index Systems, LLC | 3,449 | $495.0K | 0.27% | +1,025+42.3% | Added |
| New Wave Wealth Advisors LLC | 3,411 | $489.6K | 0.23% | +13+0.4% | Added |
| Heritage Oak Wealth Advisors LLC | 3,411 | $489.6K | 0.23% | +3,411 | New |
| Bleakley Financial Group, LLC | 3,393 | $487.0K | 0.01% | +49+1.5% | Added |
| Perigon Wealth Management, LLC | 3,385 | $485.8K | 0.01% | +114+3.5% | Added |
| Harbour Investments, Inc. | 3,371 | $483.9K | 0.01% | +65+2.0% | Added |
| Horizon Advisory Services, Inc. | 3,325 | $477.3K | 0.22% | −67−2.0% | Reduced |
| Old National Bancorp | 3,319 | $476.4K | 0.01% | +157+5.0% | Added |
| Capital Analysts, LLC | 3,310 | $475.0K | 0.02% | +778+30.7% | Added |
| KMG Fiduciary Partners, LLC | 3,304 | $474.3K | 0.04% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 3,303 | $474.1K | 0.44% | −468−12.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,298 | $473.0K | 0.01% | −22,647−87.3% | Reduced |
| FCG Investment Co | 3,224 | $462.7K | 0.30% | −2,251−41.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,222 | $462.5K | 0.03% | +3,222 | New |
| National Asset Management, Inc. | 3,220 | $461.7K | 0.01% | −165−4.9% | Reduced |
| EHP Funds Inc. | 3,200 | $459.3K | 0.32% | −2,100−39.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,197 | $458.9K | 0.10% | +1,244+63.7% | Added |
| Belpointe Asset Management LLC | 3,154 | $452.7K | 0.03% | −2,294−42.1% | Reduced |
| Brophy Wealth Management, LLC | 3,109 | $446.2K | 0.16% | +3,109 | New |
| J.W. Cole Advisors, Inc. | 3,087 | $443.1K | 0.02% | −12−0.4% | Reduced |
| Centurion Wealth Management LLC | 3,080 | $442.1K | 0.14% | +3,080 | New |
| First Horizon Advisors, Inc. | 3,077 | $441.7K | 0.01% | −259−7.8% | Reduced |
| HB Wealth Management, LLC | 3,074 | $441.2K | 0.00% | +425+16.0% | Added |
| Planned Solutions, Inc. | 3,057 | $438.8K | 0.18% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,054 | $438.3K | 0.02% | +88+3.0% | Added |
| Capital Investment Advisors, LLC | 3,046 | $437.2K | 0.01% | +6+0.2% | Added |
| Allianz SE | 3,040 | $436.3K | 0.01% | +3,040 | New |
| First Eagle Investment Management, LLC | 3,039 | $436.2K | 0.00% | +3,039 | New |
| Colonial River Wealth Management, LLC | 3,019 | $433.3K | 0.21% | +3,019 | New |
| Quantum Private Wealth, LLC | 3,008 | $431.7K | 0.15% | 00.0% | Unchanged |
| Marex Group plc | 3,000 | $430.6K | 0.01% | 00.0% | Unchanged |
| Clare Market Investments LLC | 3,000 | $430.6K | 0.11% | +3,000 | New |
| Florida Financial Advisors, LLC | 2,987 | $428.8K | 0.22% | +596+24.9% | Added |
| Accurate Wealth Management, LLC | 2,927 | $423.1K | 0.08% | +522+21.7% | Added |
| Ci Investments Inc. | 2,949 | $423.0K | 0.00% | −59−2.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,942 | $422.0K | 0.29% | −572−16.3% | Reduced |
| Signal Advisors Wealth, LLC | 2,939 | $421.8K | 0.06% | +2,939 | New |
| Argent Trust Co | 2,930 | $420.5K | 0.02% | −58−1.9% | Reduced |
| Quent Capital, LLC | 2,906 | $416.7K | 0.04% | +55+1.9% | Added |
| Optimum Investment Advisors | 2,900 | $416.2K | 0.18% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,891 | $415.0K | 0.00% | −1,833−38.8% | Reduced |
| Cynosure Management, LLC | 2,874 | $412.5K | 0.06% | +2,874 | New |
| Baker Avenue Asset Management, LP | 2,874 | $412.5K | 0.01% | +2,874 | New |
| Advus Financial Partners, LLC | 2,869 | $411.8K | 0.12% | +762+36.2% | Added |
| Wedmont Private Capital | 2,940 | $409.9K | 0.02% | +119+4.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,394 | $407.3K | 0.00% | −154−6.0% | Reduced |
| EP Wealth Advisors, LLC | 2,829 | $406.1K | 0.00% | +377+15.4% | Added |
| Horizon Investments, LLC | 2,822 | $405.0K | 0.01% | −489−14.8% | Reduced |
| AIA Group Ltd | 2,798 | $401.6K | 0.01% | +2,798 | New |
| Moody National Bank Trust Division | 2,779 | $398.9K | 0.04% | +175+6.7% | Added |
| Two Sigma Securities, LLC | 2,747 | $394.3K | 0.03% | −9,321−77.2% | Reduced |
| Evolution Wealth Advisors, LLC | 2,743 | $393.6K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,891 | $392.7K | 0.02% | −10.0% | Reduced |
| Global Retirement Partners, LLC | 2,732 | $392.2K | 0.01% | +405+17.4% | Added |
| Paradigm Financial Partners, LLC | 3,070 | $391.4K | 0.05% | +341+12.5% | Added |
| Rehmann Capital Advisory Group | 2,716 | $389.8K | 0.03% | −95−3.4% | Reduced |
| Benjamin Edwards Inc | 2,714 | $389.5K | 0.01% | +2,471+1,016.9% | Added |
| Kestra Private Wealth Services, LLC | 2,710 | $389.0K | 0.01% | −568−17.3% | Reduced |
| Delta Investment Management, LLC | 2,702 | $387.8K | 0.08% | +463+20.7% | Added |
| Burford Brothers, Inc. | 2,681 | $384.7K | 0.20% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,676 | $384.0K | 0.01% | −9,492−78.0% | Reduced |
| Moody Aldrich Partners LLC | 2,665 | $382.5K | 0.07% | −3−0.1% | Reduced |
| Diametric Capital, LP | 2,664 | $382.4K | 0.19% | +2,664 | New |
| Eads & Heald Wealth Management | 2,652 | $381.0K | 0.18% | −87−3.2% | Reduced |
| Waterloo Capital, L.P. | 2,629 | $377.3K | 0.04% | +272+11.5% | Added |
| Trust Asset Management LLC | 2,627 | $377.1K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,610 | $374.6K | 0.03% | −13,095−83.4% | Reduced |