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 |
|---|---|---|---|---|---|
| Brown Capital Management LLC | 1,674 | $240.3K | 0.01% | +1,674 | New |
| AlphaCentric Advisors LLC | 1,670 | $239.7K | 0.18% | −63−3.6% | Reduced |
| Modern Wealth Management, LLC | 1,668 | $239.4K | 0.01% | +1,668 | New |
| SpiderRock Advisors, LLC | 1,656 | $237.8K | 0.01% | −997−37.6% | Reduced |
| Mather Group, LLC. | 1,656 | $237.7K | 0.00% | +114+7.4% | Added |
| Second Line Capital, LLC | 1,633 | $234.7K | 0.06% | +1,633 | New |
| Pine Valley Investments Ltd Liability Co | 1,628 | $233.7K | 0.02% | +1,628 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,625 | $233.2K | 0.09% | +523+47.5% | Added |
| Quantum Financial Advisors, LLC | 1,616 | $231.9K | 0.04% | +1,616 | New |
| Leavell Investment Management, Inc. | 1,609 | $231.3K | 0.01% | +1,609 | New |
| Balboa Wealth Partners | 1,580 | $226.8K | 0.06% | +1,580 | New |
| Sound Income Strategies, LLC | 1,577 | $226.3K | 0.01% | +1,577 | New |
| Vicus Capital | 1,577 | $226.3K | 0.02% | −246−13.5% | Reduced |
| Guardian Wealth Advisors, LLC | 1,573 | $225.8K | 0.02% | +1,573 | New |
| Fielder Capital Group LLC | 1,566 | $224.7K | 0.07% | +1,566 | New |
| Paragon Capital Management Ltd | 1,560 | $223.9K | 0.04% | +1,560 | New |
| Engineers Gate Manager LP | 1,556 | $223.3K | 0.00% | −27,583−94.7% | Reduced |
| Ironwood Investment Counsel, LLC | 1,556 | $223.3K | 0.04% | −319−17.0% | Reduced |
| Blackhawk Capital Partners LLC. | 1,553 | $222.9K | 0.12% | +1,553 | New |
| Fisher Asset Management, LLC | 1,550 | $222.6K | 0.00% | −525−25.3% | Reduced |
| Bokf, NA | 1,553 | $222.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,706 | $220.0K | 0.06% | +1,706 | New |
| Summit Financial, LLC | 1,525 | $219.2K | 0.01% | +1,525 | New |
| Union Investments & Development Ltd. | 1,500 | $215.3K | 1.24% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,500 | $215.3K | 0.01% | +1,500 | New |
| First Western Trust Bank | 1,489 | $213.7K | 0.01% | +1,489 | New |
| RFG Advisory, LLC | 1,476 | $211.8K | 0.01% | −1,291−46.7% | Reduced |
| Foundry Partners, LLC | 1,475 | $211.7K | 0.01% | +1,475 | New |
| Merriman Wealth Management, LLC | 1,468 | $210.7K | 0.01% | +1,468 | New |
| MAI Capital Management | 1,465 | $210.3K | 0.00% | −14,976−91.1% | Reduced |
| Five Oceans Advisors | 1,464 | $210.1K | 0.10% | −606−29.3% | Reduced |
| Clear Creek Financial Management, LLC | 1,455 | $208.8K | 0.02% | +1,455 | New |
| Frank, Rimerman Advisors LLC | 1,454 | $208.7K | 0.01% | +1,454 | New |
| Carson Advisory Inc. | 1,450 | $208.1K | 0.13% | +1,450 | New |
| LifeSteps Financial, Inc. | 1,447 | $207.6K | 0.16% | +1,447 | New |
| Prime Capital Investment Advisors, LLC | 1,443 | $207.1K | 0.00% | −8,700−85.8% | Reduced |
| Cable Hill Partners, LLC | 1,440 | $207.0K | 0.02% | +1,440 | New |
| Advisor OS, LLC | 1,442 | $206.9K | 0.02% | +1,442 | New |
| Ignite Planners, LLC | 1,436 | $206.1K | 0.05% | +1,436 | New |
| Beacon Financial Group | 1,436 | $206.0K | 0.02% | +1,436 | New |
| Sharp Financial Services, LLC | 1,430 | $205.2K | 0.16% | +1,430 | New |
| Leonteq Securities AG | 1,420 | $203.8K | 0.02% | +607+74.7% | Added |
| King Luther Capital Management Corp | 1,418 | $203.5K | 0.00% | +1,418 | New |
| StoneX Group Inc. | 1,408 | $202.4K | 0.01% | +1,408 | New |
| WBH Advisory Inc | 1,405 | $201.7K | 0.02% | +1,405 | New |
| C M Bidwell & Associates Ltd | 1,401 | $201.1K | 0.12% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,345 | $193.0K | 0.01% | +1,345 | New |
| Allworth Financial LP | 1,335 | $191.6K | 0.00% | −142−9.6% | Reduced |
| Group One Trading, L.P. | 1,284 | $184.3K | 0.01% | −1,873−59.3% | Reduced |
| Coppell Advisory Solutions LLC | 1,155 | $165.4K | 0.02% | +95+9.0% | Added |
| Johnson Financial Group, Inc. | 1,114 | $160.1K | 0.01% | +1,114 | New |
| Hexagon Capital Partners LLC | 1,076 | $154.4K | 0.03% | −122−10.2% | Reduced |
| Sentry Investment Management LLC | 1,047 | $150.0K | 0.06% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,031 | $148.0K | 0.05% | +1,031 | New |
| Covestor Ltd | 981 | $141.0K | 0.09% | +638+186.0% | Added |
| Ossiam | 954 | $136.9K | 0.00% | −187−16.4% | Reduced |
| Hollencrest Capital Management | 954 | $136.9K | 0.01% | +894+1,490.0% | Added |
| Clearstead Advisors, LLC | 933 | $133.9K | 0.00% | −410−30.5% | Reduced |
| Baldwin Brothers Inc | 923 | $132.7K | 0.01% | +923 | New |
| Kayne Anderson Rudnick Investment Management LLC | 896 | $128.7K | 0.00% | +780+672.4% | Added |
| Bay Harbor Wealth Management, LLC | 873 | $125.5K | 0.04% | −29−3.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 843 | $121.0K | 0.00% | −8−0.9% | Reduced |
| Adirondack Trust Co | 815 | $117.0K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 800 | $114.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 782 | $112.4K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 718 | $103.1K | 0.06% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 651 | $93.5K | 0.02% | +1+0.2% | Added |
| Rothschild Investment LLC | 605 | $86.8K | 0.01% | +322+113.8% | Added |
| CVA Family Office, LLC | 584 | $83.8K | 0.01% | +9+1.6% | Added |
| Cromwell Holdings LLC | 565 | $81.2K | 0.05% | +83+17.2% | Added |
| ORG Partners LLC | 539 | $77.4K | 0.01% | −19−3.4% | Reduced |
| State of Wyoming | 517 | $74.2K | 0.01% | +512+10,240.0% | Added |
| AllSquare Wealth Management LLC | 516 | $74.1K | 0.04% | −90−14.9% | Reduced |
| Lindbrook Capital, LLC | 510 | $73.2K | 0.01% | +25+5.2% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $71.8K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $71.8K | 0.02% | +493+7,042.9% | Added |
| AM Squared Ltd | 500 | $71.8K | 0.16% | +500 | New |
| PrairieView Partners, LLC | 500 | $71.0K | 0.01% | +500 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 487 | $70.0K | 0.02% | −601−55.2% | Reduced |
| Princeton Global Asset Management LLC | 481 | $69.0K | 0.01% | +481 | New |
| Capital Advisors, Ltd. LLC | 482 | $69.0K | 0.01% | +8+1.7% | Added |
| FinTrust Capital Advisors, LLC | 472 | $67.7K | 0.01% | −12−2.5% | Reduced |
| Capstone Investment Advisors, LLC | 469 | $67.3K | 0.00% | −6,162−92.9% | Reduced |
| Grove Bank & Trust | 463 | $66.5K | 0.01% | +72+18.4% | Added |
| Spire Wealth Management | 458 | $65.7K | 0.00% | +320+231.9% | Added |
| MV Capital Management, Inc. | 457 | $65.6K | 0.01% | −24−5.0% | Reduced |
| Evermay Wealth Management LLC | 450 | $64.6K | 0.01% | −5−1.1% | Reduced |
| Cornerstone Planning Group LLC | 495 | $64.1K | 0.02% | +7+1.4% | Added |
| St Germain D J Co Inc | 440 | $63.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 440 | $63.2K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 480 | $62.1K | 0.01% | +163+51.4% | Added |
| Deseret Mutual Benefit Administrators | 428 | $61.4K | 0.03% | −9−2.1% | Reduced |
| Financial Perspectives, Inc | 410 | $58.8K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 533 | $58.7K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 402 | $57.7K | 0.00% | +2+0.5% | Added |
| Hantz Financial Services, Inc. | 396 | $57.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 390 | $56.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 382 | $55.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 376 | $54.0K | 0.01% | +11+3.0% | Added |
| Parkside Financial Bank & Trust | 375 | $53.8K | 0.01% | +8+2.2% | Added |