Skip to main content

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, Q4 2024

Institutional positions in Pultegroup Inc as of Dec 31, 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
985
−6 vs. Q3 2024
Shares held
186.3M
−725.4K (−0.4%) vs. Q3 2024
Total value
$20.3B
−$6.58B (−24.5%) vs. Q3 2024
New holders
131
351 more added
Sold out
137
383 more reduced

16 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 985 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ4 2024: $20.3B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2024.

Institutions holding PHM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Walleye Trading LLC0$00.00%−36,704−100.0%Sold out
Acadian Asset Management LLC0$00.00%−22,427−100.0%Sold out
Axecap Investments, LLC0$00.00%−20,730−100.0%Sold out
Paloma Partners Management Co0$00.00%−17,830−100.0%Sold out
B.O.S.S. Retirement Advisors, LLC0$00.00%−17,107−100.0%Sold out
Brendel Financial Advisors LLC0$00.00%−16,099−100.0%Sold out
LMR Partners LLP0$00.00%−13,286−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−10,098−100.0%Sold out
Black Swift Group, LLC0$00.00%−10,000−100.0%Sold out
Jackson Wealth Management, LLC0$00.00%−8,355−100.0%Sold out
Veriti Management LLC0$00.00%−8,340−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−8,040−100.0%Sold out
Castlekeep Investment Advisors LLC0$00.00%−7,998−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−7,481−100.0%Sold out
Mission Wealth Management, LP0$00.00%−7,309−100.0%Sold out
Personal Cfo Solutions, LLC0$00.00%−7,081−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−6,951−100.0%Sold out
Fiduciary Family Office, LLC0$00.00%−6,728−100.0%Sold out
Scientech Research LLC0$00.00%−6,360−100.0%Sold out
Cyr Financial Inc.0$00.00%−5,770−100.0%Sold out
Petra Financial Advisors Inc0$00.00%−5,694−100.0%Sold out
WBI Investments0$00.00%−5,678−100.0%Sold out
Win Advisors, Inc0$00.00%−5,594−100.0%Sold out
Central Pacific Bank - Trust Division0$00.00%−5,385−100.0%Sold out
Miura Global Management, LLC0$00.00%−5,000−100.0%Sold out
Lakeview Capital Partners, LLC0$00.00%−4,668−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−4,538−100.0%Sold out
Eschler Asset Management LLP0$00.00%−4,533−100.0%Sold out
Thrive Capital Management, LLC0$00.00%−4,324−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−4,261−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−4,200−100.0%Sold out
Algert Global LLC0$00.00%−3,633−100.0%Sold out
Advisor Resource Council0$00.00%−3,626−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−3,581−100.0%Sold out
Seven Eight Capital, LP0$00.00%−3,538−100.0%Sold out
Williamson Legacy Group, LLC0$00.00%−3,507−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−3,454−100.0%Sold out
Heritage Oak Wealth Advisors LLC0$00.00%−3,411−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−3,222−100.0%Sold out
EHP Funds Inc.0$00.00%−3,200−100.0%Sold out
Clare Market Investments LLC0$00.00%−3,000−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−2,743−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−2,676−100.0%Sold out
MBB Public Markets I LLC0$00.00%−2,610−100.0%Sold out
Lebenthal Global Advisors, LLC0$00.00%−2,595−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−2,438−100.0%Sold out
Hyperion Capital Advisors LP0$00.00%−2,388−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−2,377−100.0%Sold out
American Institute for Advanced Investment Management, LLP0$00.00%−2,290−100.0%Sold out
FDx Advisors, Inc.0$00.00%−2,171−100.0%Sold out
Conning Inc.0$00.00%−2,162−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−2,099−100.0%Sold out
Baron Wealth Management LLC0$00.00%−2,069−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−2,041−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−1,976−100.0%Sold out
Marcum Wealth, LLC0$00.00%−1,961−100.0%Sold out
Norden Group LLC0$00.00%−1,930−100.0%Sold out
nVerses Capital, LLC0$00.00%−1,900−100.0%Sold out
Nwam LLC0$00.00%−1,864−100.0%Sold out
Brookstone Capital Management0$00.00%−1,860−100.0%Sold out
Sigma Planning Corp0$00.00%−1,802−100.0%Sold out
Catalina Capital Group, LLC0$00.00%−1,791−100.0%Sold out
Hancock Whitney Corp0$00.00%−1,760−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−1,755−100.0%Sold out
Summit Global Investments0$00.00%−1,751−100.0%Sold out
Gryphon Financial Partners LLC0$00.00%−1,733−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−1,727−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−1,717−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−1,705−100.0%Sold out
South Street Advisors LLC0$00.00%−1,700−100.0%Sold out
Claret Asset Management Corp0$00.00%−1,702−100.0%Sold out
Chicago Trust Co NA0$00.00%−1,692−100.0%Sold out
BBR Partners, LLC0$00.00%−1,688−100.0%Sold out
Brown Capital Management LLC0$00.00%−1,674−100.0%Sold out
Modern Wealth Management, LLC0$00.00%−1,668−100.0%Sold out
Second Line Capital, LLC0$00.00%−1,633−100.0%Sold out
Pine Valley Investments Ltd Liability Co0$00.00%−1,628−100.0%Sold out
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna0$00.00%−1,625−100.0%Sold out
Quantum Financial Advisors, LLC0$00.00%−1,616−100.0%Sold out
Balboa Wealth Partners0$00.00%−1,580−100.0%Sold out
Fielder Capital Group LLC0$00.00%−1,566−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−1,560−100.0%Sold out
Ironwood Investment Counsel, LLC0$00.00%−1,556−100.0%Sold out
Blackhawk Capital Partners LLC.0$00.00%−1,553−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−1,550−100.0%Sold out
Accredited Investors Inc.0$00.00%−1,500−100.0%Sold out
First Western Trust Bank0$00.00%−1,489−100.0%Sold out
Foundry Partners, LLC0$00.00%−1,475−100.0%Sold out
Merriman Wealth Management, LLC0$00.00%−1,468−100.0%Sold out
Five Oceans Advisors0$00.00%−1,464−100.0%Sold out
Clear Creek Financial Management, LLC0$00.00%−1,455−100.0%Sold out
Carson Advisory Inc.0$00.00%−1,450−100.0%Sold out
LifeSteps Financial, Inc.0$00.00%−1,447−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−1,443−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−1,440−100.0%Sold out
Advisor OS, LLC0$00.00%−1,442−100.0%Sold out
Ignite Planners, LLC0$00.00%−1,436−100.0%Sold out
Beacon Financial Group0$00.00%−1,436−100.0%Sold out
King Luther Capital Management Corp0$00.00%−1,418−100.0%Sold out
WBH Advisory Inc0$00.00%−1,405−100.0%Sold out