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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 2,596 | $373.0K | 0.02% | −297−10.3% | Reduced |
| Lebenthal Global Advisors, LLC | 2,595 | $372.5K | 0.08% | +266+11.4% | Added |
| Exencial Wealth Advisors, LLC | 2,561 | $367.6K | 0.01% | −19−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,552 | $366.3K | 0.04% | +225+9.7% | Added |
| Alps Advisors Inc | 2,532 | $363.4K | 0.00% | −585−18.8% | Reduced |
| Fortem Financial Group, LLC | 2,504 | $359.4K | 0.15% | +10.0% | Added |
| Washington Trust Bank | 2,500 | $358.8K | 0.03% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,480 | $356.0K | 0.08% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,477 | $355.5K | 0.06% | +260+11.7% | Added |
| Merit Financial Group, LLC | 2,476 | $355.3K | 0.01% | −6,512−72.5% | Reduced |
| Moore Capital Management, LP | 2,470 | $354.5K | 0.01% | −7,591−75.4% | Reduced |
| Phoenix Holdings Ltd. | 2,438 | $350.6K | 0.01% | +607+33.2% | Added |
| Aspen Investment Management Inc | 2,435 | $350.0K | 0.16% | +2,435 | New |
| TCG Advisory Services, LLC | 2,437 | $349.8K | 0.02% | +53+2.2% | Added |
| Fifth Third Wealth Advisors LLC | 2,426 | $348.2K | 0.02% | +115+5.0% | Added |
| Equitable Holdings, Inc. | 2,408 | $345.6K | 0.00% | +14+0.6% | Added |
| Cidel Asset Management Inc | 2,389 | $342.9K | 0.02% | −117−4.7% | Reduced |
| Hyperion Capital Advisors LP | 2,388 | $342.8K | 0.16% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,387 | $342.6K | 0.04% | +2+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,377 | $341.0K | 0.01% | +268+12.7% | Added |
| Archer Investment Corp | 2,362 | $339.0K | 0.09% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,345 | $337.0K | 0.02% | +2,345 | New |
| Providence Capital Advisors, LLC | 2,326 | $333.9K | 0.07% | −141−5.7% | Reduced |
| Buckingham Strategic Partners | 2,325 | $333.7K | 0.01% | −166−6.7% | Reduced |
| Voya Financial Advisors, Inc. | 2,309 | $330.6K | 0.04% | −283−10.9% | Reduced |
| Siemens Fonds Invest GmbH | 2,302 | $330.4K | 0.03% | −35−1.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,290 | $328.7K | 0.24% | +315+15.9% | Added |
| Smartleaf Asset Management LLC | 2,281 | $326.6K | 0.04% | +170+8.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,269 | $325.7K | 0.04% | −10.0% | Reduced |
| 1858 Wealth Management, LLC | 2,237 | $321.1K | 0.26% | −445−16.6% | Reduced |
| Intrust Bank NA | 2,237 | $321.1K | 0.03% | +2,237 | New |
| Camden Capital, LLC | 2,229 | $320.0K | 0.03% | −45−2.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,219 | $318.5K | 0.02% | +161+7.8% | Added |
| Riverwater Partners LLC | 2,201 | $315.4K | 0.16% | −25−1.1% | Reduced |
| FDx Advisors, Inc. | 2,171 | $312.0K | 0.09% | −627−22.4% | Reduced |
| Colonial Trust Co | 2,171 | $311.6K | 0.05% | +32+1.5% | Added |
| Fiduciary Trust Co | 2,170 | $311.5K | 0.00% | −5−0.2% | Reduced |
| Independent Financial Group, LLC | 2,168 | $311.2K | 0.01% | +2,168 | New |
| Conning Inc. | 2,162 | $310.3K | 0.01% | −5−0.2% | Reduced |
| Integrated Investment Consultants, LLC | 2,152 | $308.9K | 0.07% | −4−0.2% | Reduced |
| Avestar Capital, LLC | 2,151 | $308.7K | 0.03% | +2,151 | New |
| Wealthcare Advisory Partners LLC | 2,149 | $308.5K | 0.01% | +2,149 | New |
| Cigna Investments Inc | 2,145 | $308.0K | 0.05% | −123−5.4% | Reduced |
| Stratos Wealth Advisors, LLC | 2,140 | $307.2K | 0.01% | −4−0.2% | Reduced |
| Madison Asset Management, LLC | 2,140 | $307.2K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 2,124 | $304.8K | 0.00% | – | – |
| AMG National Trust Bank | 2,121 | $304.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,102 | $301.7K | 0.01% | −205−8.9% | Reduced |
| Kennedy Capital Management, Inc. | 2,099 | $301.3K | 0.01% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,077 | $298.1K | 0.19% | −112−5.1% | Reduced |
| Sienna Gestion | 2,082 | $298.1K | 0.02% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 2,073 | $298.0K | 0.13% | −21−1.0% | Reduced |
| Baron Wealth Management LLC | 2,069 | $297.0K | 0.14% | +2,069 | New |
| Dynamic Advisor Solutions LLC | 2,041 | $292.9K | 0.01% | +2,041 | New |
| Juncture Wealth Strategies, LLC | 2,019 | $289.8K | 0.11% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,006 | $287.9K | 0.03% | +22+1.1% | Added |
| Nilsine Partners, LLC | 1,999 | $287.0K | 0.04% | +10+0.5% | Added |
| New Century Financial Group, LLC | 1,995 | $286.3K | 0.10% | +27+1.4% | Added |
| Lake Street Advisors Group, LLC | 1,981 | $284.7K | 0.01% | +46+2.4% | Added |
| Clark Financial Services Group Inc | 1,980 | $284.2K | 0.26% | +45+2.3% | Added |
| Opal Wealth Advisors, LLC | 1,976 | $283.6K | 0.09% | +226+12.9% | Added |
| Peterson Wealth Services | 1,964 | $281.9K | 0.09% | +1,964 | New |
| Marcum Wealth, LLC | 1,961 | $281.5K | 0.03% | −173−8.1% | Reduced |
| DGS Capital Management, LLC | 1,951 | $280.0K | 0.08% | −28−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,934 | $277.6K | 0.01% | +1,934 | New |
| Norden Group LLC | 1,930 | $277.0K | 0.03% | +1,930 | New |
| Pinnacle Wealth Management Group, Inc. | 1,900 | $272.7K | 0.17% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,900 | $272.7K | 0.12% | +1,900 | New |
| NDVR, Inc. | 1,872 | $268.0K | 0.27% | −3−0.2% | Reduced |
| Nwam LLC | 1,864 | $267.5K | 0.02% | −233−11.1% | Reduced |
| GAMMA Investing LLC | 1,861 | $267.1K | 0.03% | +271+17.0% | Added |
| Brookstone Capital Management | 1,860 | $267.0K | 0.00% | +1,860 | New |
| Pathway Financial Advisors LLC | 1,860 | $267.0K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,859 | $266.8K | 0.01% | −14−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,850 | $265.5K | 0.02% | +1,850 | New |
| Proequities, Inc. | 1,842 | $264.7K | 0.02% | +40+2.2% | Added |
| CoreCap Advisors, LLC | 1,832 | $262.9K | 0.01% | +1,832 | New |
| Red Door Wealth Management, LLC | 1,816 | $260.6K | 0.04% | +1,816 | New |
| Kowal Investment Group, LLC | 1,807 | $259.3K | 0.05% | +1,807 | New |
| Sigma Planning Corp | 1,802 | $258.6K | 0.01% | +1,802 | New |
| Catalina Capital Group, LLC | 1,791 | $257.1K | 0.09% | +1,791 | New |
| Massmutual Trust Co FSB | 1,784 | $256.1K | 0.01% | +403+29.2% | Added |
| Kestra Investment Management, LLC | 1,782 | $255.8K | 0.01% | +1,782 | New |
| Golden State Equity Partners | 1,766 | $253.4K | 0.04% | +1,766 | New |
| Hancock Whitney Corp | 1,760 | $252.6K | 0.01% | +1,760 | New |
| Dorsey & Whitney Trust CO LLC | 1,755 | $251.9K | 0.01% | −415−19.1% | Reduced |
| Summit Global Investments | 1,751 | $251.0K | 0.02% | +1,751 | New |
| Roman Butler Fullerton & Co | 1,727 | $249.7K | 0.08% | +1,727 | New |
| Gryphon Financial Partners LLC | 1,733 | $248.8K | 0.03% | +1,733 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,727 | $247.9K | 0.03% | −1,266−42.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,725 | $247.6K | 0.05% | +150+9.5% | Added |
| Quadrant Capital Group LLC | 1,720 | $246.9K | 0.02% | −48−2.7% | Reduced |
| IHT Wealth Management, LLC | 1,717 | $246.6K | 0.01% | +1,717 | New |
| Evergreen Capital Management LLC | 1,705 | $245.1K | 0.01% | +1,705 | New |
| South Street Advisors LLC | 1,700 | $244.0K | 0.04% | +1,700 | New |
| Claret Asset Management Corp | 1,702 | $244.0K | 0.04% | +1,702 | New |
| Measured Wealth Private Client Group, LLC | 1,697 | $243.6K | 0.08% | +1,697 | New |
| Chicago Trust Co NA | 1,692 | $242.9K | 0.04% | −142−7.7% | Reduced |
| BBR Partners, LLC | 1,688 | $242.3K | 0.02% | +1,688 | New |
| Bristlecone Advisors, LLC | 1,680 | $241.1K | 0.02% | +1,680 | New |