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Livermore
Livermore
ZHEN

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
Summit Financial, LLC1,869$203.9K0.01%+344+22.6%Added
Pinnacle Wealth Management Group, Inc.1,900$206.9K0.13%00.0%Unchanged
Sugarloaf Wealth Management, LLC1,913$208.4K0.04%+188+10.9%Added
Kestra Investment Management, LLC1,923$209.4K0.01%+141+7.9%Added
Wealthcare Advisory Partners LLC1,940$211.3K0.01%−209−9.7%Reduced
Bryn Mawr Trust Co1,947$212.0K0.00%−3,150−61.8%Reduced
Vicus Capital1,954$212.8K0.02%+377+23.9%Added
Sound Income Strategies, LLC1,961$213.6K0.01%+384+24.4%Added
NDVR, Inc.1,984$216.1K0.21%+112+6.0%Added
Proequities, Inc.1,851$216.4K0.01%+9+0.5%Added
New Century Financial Group, LLC1,975$217.3K0.09%−20−1.0%Reduced
Ameritas Investment Partners, Inc.1,998$217.6K0.01%−104−4.9%Reduced
Paradigm Asset Management Co LLC2,000$217.8K0.06%+2,000New
Juncture Wealth Strategies, LLC2,019$219.9K0.08%00.0%Unchanged
Kolinsky Wealth Management, LLC2,059$224.2K0.14%−18−0.9%Reduced
Sagespring Wealth Partners, LLC2,060$224.3K0.01%+2,060New
TD Private Client Wealth LLC2,064$224.8K0.01%+205+11.0%Added
Sienna Gestion2,082$226.7K0.02%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich1,893$227.5K0.00%−501−20.9%Reduced
Smartleaf Asset Management LLC2,094$228.0K0.02%−187−8.2%Reduced
McGlone Suttner Wealth Management, Inc.2,101$228.8K0.04%−1,096−34.3%Reduced
Guardian Wealth Advisors, LLC2,103$229.0K0.02%+530+33.7%Added
Cigna Investments Inc2,111$230.0K0.04%−34−1.6%Reduced
AMG National Trust Bank2,121$231.0K0.01%00.0%Unchanged
Integrated Investment Consultants, LLC2,127$231.6K0.05%−25−1.2%Reduced
Stratos Wealth Advisors, LLC2,138$232.9K0.01%−2−0.1%Reduced
Madison Asset Management, LLC2,140$233.0K0.00%00.0%Unchanged
Madison Investment Advisors, LLC2,140$233.0K0.00%+2,140New
Clark Financial Services Group Inc2,145$234.0K0.18%+165+8.3%Added
Aaron Wealth Advisors2,151$234.2K0.03%+145+7.2%Added
RFG Advisory, LLC2,153$234.4K0.01%+677+45.9%Added
Omnia Family Wealth, LLC2,153$234.9K0.10%+80+3.9%Added
Colonial Trust Co2,171$236.4K0.04%00.0%Unchanged
Flagship Harbor Advisors, LLC2,176$237.0K0.01%−43−1.9%Reduced
GAMMA Investing LLC2,190$238.5K0.02%+329+17.7%Added
Riverwater Partners LLC2,204$240.0K0.12%+3+0.1%Added
111 Capital2,204$240.0K0.05%+2,204New
Independent Financial Group, LLC2,206$240.2K0.01%+38+1.8%Added
Patriot Financial Group Insurance Agency, LLC2,250$245.0K0.03%−19−0.8%Reduced
Siemens Fonds Invest GmbH2,261$246.1K0.03%−41−1.8%Reduced
Golden State Equity Partners2,261$246.2K0.05%+495+28.0%Added
Centaurus Financial, Inc.2,267$247.0K0.02%−78−3.3%Reduced
Camden Capital, LLC2,283$248.7K0.03%+54+2.4%Added
Kentucky Retirement Systems Insurance Trust Fund12,209$249.0K0.04%+6,065+98.7%Added
Providence Capital Advisors, LLC2,288$249.2K0.05%−38−1.6%Reduced
TCG Advisory Services, LLC2,307$251.2K0.01%−130−5.3%Reduced
StoneX Group Inc.2,330$254.0K0.01%+922+65.5%Added
Avestar Capital, LLC2,329$254.1K0.02%+178+8.3%Added
Dark Forest Capital Management LP2,349$255.8K0.04%−1,469−38.5%Reduced
1858 Wealth Management, LLC2,349$255.8K0.20%+112+5.0%Added
Archer Investment Corp2,362$257.2K0.07%00.0%Unchanged
Sovran Advisors, LLC2,287$257.3K0.04%+2,287New
Manchester Capital Management LLC2,387$259.9K0.03%00.0%Unchanged
Cidel Asset Management Inc2,389$260.2K0.02%00.0%Unchanged
Equitable Holdings, Inc.2,410$262.4K0.00%+2+0.1%Added
Callan Family Office, LLC2,412$262.7K0.02%+2,412New
Exencial Wealth Advisors, LLC2,432$264.8K0.01%−129−5.0%Reduced
First Hawaiian Bank2,450$266.8K0.01%−2,287−48.3%Reduced
Advus Financial Partners, LLC2,460$267.9K0.08%−409−14.3%Reduced
Moore Capital Management, LP2,470$269.0K0.01%00.0%Unchanged
Bristlecone Advisors, LLC2,479$270.0K0.02%+799+47.6%Added
SC&H Financial Advisors, Inc.2,480$270.1K0.06%00.0%Unchanged
Washington Trust Bank2,500$272.3K0.03%00.0%Unchanged
Fortem Financial Group, LLC2,505$272.8K0.11%+10.0%Added
Ashton Thomas Private Wealth, LLC2,515$274.5K0.01%−539−17.6%Reduced
Wayfinding Financial, LLC2,528$275.0K0.15%+2,528New
Cynosure Management, LLC2,532$275.7K0.04%−342−11.9%Reduced
Alps Advisors Inc2,532$275.7K0.00%00.0%Unchanged
Trust Co of Oklahoma2,546$277.3K0.09%+2,546New
Candriam Luxembourg S.C.A.2,555$278.2K0.00%+431+20.3%Added
Premier Path Wealth Partners, LLC2,572$280.0K0.04%+95+3.8%Added
National Asset Management, Inc.2,581$281.7K0.01%−639−19.8%Reduced
EP Wealth Advisors, LLC2,589$281.9K0.00%−240−8.5%Reduced
Fiduciary Trust Co2,593$282.4K0.00%+423+19.5%Added
Accurate Wealth Management, LLC2,632$283.4K0.05%−295−10.1%Reduced
Smithfield Trust Co2,606$284.0K0.01%+10+0.4%Added
Waterloo Capital, L.P.2,612$284.4K0.03%−17−0.6%Reduced
Voya Financial Advisors, Inc.2,613$284.5K0.03%+304+13.2%Added
Trust Asset Management LLC2,627$286.1K0.02%00.0%Unchanged
Moody Aldrich Partners LLC2,653$288.9K0.05%−12−0.5%Reduced
Paradigm Financial Partners, LLC2,659$289.6K0.04%−411−13.4%Reduced
Sharp Financial Services, LLC2,660$289.7K0.22%+1,230+86.0%Added
Burford Brothers, Inc.2,681$291.9K0.14%00.0%Unchanged
Allworth Financial LP2,509$293.2K0.00%+1,174+87.9%Added
Delta Investment Management, LLC2,703$294.3K0.06%+10.0%Added
Prelude Capital Management, LLC2,735$297.8K0.03%+2,735New
Intrust Bank NA2,738$298.2K0.03%+501+22.4%Added
Edgestream Partners, L.P.2,774$302.1K0.01%+2,774New
Moody National Bank Trust Division2,779$302.6K0.03%00.0%Unchanged
Benjamin Edwards Inc2,783$303.1K0.00%+69+2.5%Added
Marex Group plc2,789$303.7K0.01%−211−7.0%Reduced
First Eagle Investment Management, LLC2,839$309.2K0.00%−200−6.6%Reduced
Horizon Investments, LLC2,841$309.4K0.01%+19+0.7%Added
Baker Avenue Asset Management, LP2,879$313.5K0.01%+5+0.2%Added
Quent Capital, LLC2,888$314.5K0.03%−18−0.6%Reduced
Measured Wealth Private Client Group, LLC2,893$315.0K0.10%+1,196+70.5%Added
Resources Investment Advisors, LLC.2,897$315.5K0.00%+6+0.2%Added
Horizon Advisory Services, Inc.2,899$315.7K0.18%−426−12.8%Reduced
Optimum Investment Advisors2,900$315.8K0.14%00.0%Unchanged
Argent Trust Co2,930$319.1K0.01%00.0%Unchanged