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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whipplewood Advisors, LLC | 158 | $17.2K | 0.01% | +158 | New |
| SRS Capital Advisors, Inc. | 158 | $17.2K | 0.00% | +23+17.0% | Added |
| Armstrong Advisory Group, Inc | 169 | $18.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 186 | $20.3K | 0.01% | −52−21.8% | Reduced |
| Ethos Financial Group, LLC | 189 | $20.6K | 0.00% | +189 | New |
| AdvisorNet Financial, Inc | 191 | $20.8K | 0.00% | +43+29.1% | Added |
| Bell Investment Advisors, Inc | 205 | $22.3K | 0.00% | −29−12.4% | Reduced |
| Community Bank, N.A. | 210 | $22.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $22.9K | 0.01% | +210 | New |
| JFS Wealth Advisors, LLC | 212 | $23.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 214 | $23.3K | 0.00% | −6,857−97.0% | Reduced |
| CNB Bank | 219 | $23.8K | 0.01% | −1−0.5% | Reduced |
| Hager Investment Management Services, LLC | 265 | $28.9K | 0.02% | +265 | New |
| LRI Investments, LLC | 266 | $29.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 271 | $29.5K | 0.01% | +30+12.4% | Added |
| Creative Financial Designs Inc | 273 | $29.7K | 0.00% | −101−27.0% | Reduced |
| Whittier Trust Co | 280 | $30.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 285 | $31.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 292 | $31.8K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 292 | $31.8K | 0.00% | +47+19.2% | Added |
| JNBA Financial Advisors | 300 | $32.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 322 | $35.1K | 0.01% | +137+74.1% | Added |
| DT Investment Partners, LLC | 334 | $36.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 329 | $37.4K | 0.02% | +329 | New |
| TD Waterhouse Canada Inc. | 349 | $38.0K | 0.00% | +105+43.0% | Added |
| R Squared Ltd | 360 | $39.2K | 0.04% | +360 | New |
| Financial Management Professionals, Inc. | 382 | $41.6K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 390 | $42.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 396 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 397 | $43.2K | 0.01% | +397 | New |
| Parkside Financial Bank & Trust | 397 | $43.2K | 0.01% | +22+5.9% | Added |
| Ancora Advisors, LLC | 402 | $43.8K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 410 | $44.0K | 0.04% | +410 | New |
| Financial Perspectives, Inc | 410 | $44.6K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 428 | $46.6K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 440 | $47.9K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 440 | $47.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 444 | $48.3K | 0.01% | +131+41.9% | Added |
| Evermay Wealth Management LLC | 450 | $49.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 469 | $51.1K | 0.01% | +12+2.6% | Added |
| Longview Financial Advisors LLC | 473 | $51.5K | 0.03% | +473 | New |
| Oakworth Capital, Inc. | 475 | $51.7K | 0.00% | +411+642.2% | Added |
| Princeton Global Asset Management LLC | 481 | $52.4K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 482 | $52.6K | 0.03% | −83−14.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 487 | $53.1K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $54.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 498 | $54.2K | 0.00% | −12−2.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 500 | $54.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 500 | $54.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 503 | $54.8K | 0.01% | +23+4.8% | Added |
| Capital Advisors, Ltd. LLC | 501 | $55.0K | 0.01% | +19+3.9% | Added |
| AllSquare Wealth Management LLC | 516 | $56.2K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 520 | $56.6K | 0.01% | +57+12.3% | Added |
| Cornerstone Planning Group LLC | 496 | $58.5K | 0.01% | +1+0.2% | Added |
| Reyes Financial Architecture, Inc. | 542 | $59.0K | 0.05% | +542 | New |
| ORG Partners LLC | 552 | $60.1K | 0.01% | +13+2.4% | Added |
| CVA Family Office, LLC | 570 | $62.1K | 0.01% | −14−2.4% | Reduced |
| Group One Trading, L.P. | 587 | $63.9K | 0.00% | −697−54.3% | Reduced |
| Richardson Financial Services Inc. | 622 | $67.7K | 0.05% | +89+16.7% | Added |
| Rothschild Investment LLC | 641 | $69.8K | 0.00% | +36+6.0% | Added |
| Versant Capital Management, Inc | 642 | $69.9K | 0.02% | +266+70.7% | Added |
| Bartlett & Co. Wealth Management LLC | 649 | $70.8K | 0.00% | −133−17.0% | Reduced |
| General Partner, Inc. | 718 | $78.2K | 0.05% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 738 | $80.4K | 0.03% | +738 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 752 | $81.9K | 0.00% | −91−10.8% | Reduced |
| Golden State Wealth Management, LLC | 784 | $85.4K | 0.01% | +784 | New |
| Salomon & Ludwin, LLC | 800 | $87.1K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 815 | $88.8K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 822 | $89.5K | 0.00% | −111−11.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 917 | $100.1K | 0.03% | +44+5.0% | Added |
| Hollencrest Capital Management | 954 | $103.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,046 | $114.0K | 0.07% | +65+6.6% | Added |
| Millstone Evans Group, LLC | 1,058 | $115.2K | 0.08% | +1,058 | New |
| Hexagon Capital Partners LLC | 1,059 | $115.3K | 0.02% | −17−1.6% | Reduced |
| Ossiam | 1,104 | $120.2K | 0.00% | +150+15.7% | Added |
| Skopos Labs, Inc. | 1,217 | $131.3K | 0.04% | +186+18.0% | Added |
| Coppell Advisory Solutions LLC | 1,271 | $138.4K | 0.02% | +116+10.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,345 | $146.4K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 1,398 | $152.2K | 0.09% | +1,398 | New |
| C M Bidwell & Associates Ltd | 1,401 | $152.6K | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,433 | $156.0K | 0.01% | −4,508−75.9% | Reduced |
| Bokf, NA | 1,472 | $158.4K | 0.00% | −81−5.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,517 | $165.2K | 0.00% | −4,428−74.5% | Reduced |
| MAI Capital Management | 1,533 | $167.0K | 0.00% | +68+4.6% | Added |
| CoreCap Advisors, LLC | 1,534 | $167.1K | 0.01% | −298−16.3% | Reduced |
| Park Square Financial Group, LLC | 1,542 | $167.9K | 0.12% | +1,542 | New |
| Peterson Wealth Services | 1,557 | $169.6K | 0.05% | −407−20.7% | Reduced |
| AlphaCentric Advisors LLC | 1,583 | $172.4K | 0.17% | −87−5.2% | Reduced |
| Spire Wealth Management | 1,634 | $177.9K | 0.01% | +1,176+256.8% | Added |
| Mather Group, LLC. | 1,671 | $182.0K | 0.00% | +15+0.9% | Added |
| Quadrant Capital Group LLC | 1,712 | $186.4K | 0.01% | −8−0.5% | Reduced |
| Hemington Wealth Management | 1,738 | $189.0K | 0.05% | +32+1.9% | Added |
| Leavell Investment Management, Inc. | 1,838 | $200.6K | 0.01% | +229+14.2% | Added |
| Lake Street Advisors Group, LLC | 1,841 | $200.9K | 0.01% | −140−7.1% | Reduced |
| Massmutual Trust Co FSB | 1,846 | $201.0K | 0.01% | +62+3.5% | Added |
| Red Door Wealth Management, LLC | 1,850 | $201.5K | 0.03% | +34+1.9% | Added |
| DGS Capital Management, LLC | 1,854 | $201.9K | 0.05% | −97−5.0% | Reduced |
| Frank, Rimerman Advisors LLC | 1,856 | $202.1K | 0.01% | +402+27.6% | Added |
| Roman Butler Fullerton & Co | 1,715 | $202.5K | 0.06% | −12−0.7% | Reduced |
| Pathway Financial Advisors LLC | 1,860 | $202.6K | 0.05% | 00.0% | Unchanged |