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 |
|---|---|---|---|---|---|
| W.H. Cornerstone Investments Inc. | 2,931 | $319.2K | 0.21% | −11−0.4% | Reduced |
| Morse Asset Management, Inc | 2,955 | $321.8K | 0.07% | −6,780−69.6% | Reduced |
| Pallas Capital Advisors LLC | 2,959 | $322.2K | 0.01% | +68+2.4% | Added |
| Signal Advisors Wealth, LLC | 2,964 | $323.4K | 0.04% | +25+0.9% | Added |
| First Horizon Advisors, Inc. | 2,981 | $324.6K | 0.01% | −96−3.1% | Reduced |
| Lido Advisors, LLC | 2,993 | $326.5K | 0.00% | −602−16.7% | Reduced |
| J.W. Cole Advisors, Inc. | 3,002 | $326.9K | 0.01% | −85−2.8% | Reduced |
| Private Trust Co NA | 3,006 | $327.4K | 0.03% | −1,217−28.8% | Reduced |
| Tyler-Stone Wealth Management | 3,014 | $328.2K | 0.06% | −8,520−73.9% | Reduced |
| Wedmont Private Capital | 3,050 | $328.2K | 0.02% | +110+3.7% | Added |
| Boston Private Wealth LLC | 3,024 | $329.3K | 0.01% | +3,024 | New |
| Buckingham Strategic Partners | 3,027 | $329.6K | 0.01% | +702+30.2% | Added |
| Everett Harris & Co | 3,027 | $329.6K | 0.00% | +3,027 | New |
| MUFG Securities Americas Inc. | 3,028 | $329.7K | 0.04% | +3,028 | New |
| Verdence Capital Advisors LLC | 3,042 | $331.3K | 0.03% | −556−15.5% | Reduced |
| Centurion Wealth Management LLC | 3,055 | $332.7K | 0.10% | −25−0.8% | Reduced |
| Planned Solutions, Inc. | 3,057 | $332.9K | 0.14% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,073 | $334.7K | 0.00% | −10.0% | Reduced |
| Aspen Investment Management Inc | 3,140 | $342.0K | 0.16% | +705+29.0% | Added |
| Kingsview Wealth Management, LLC | 3,174 | $345.7K | 0.01% | −412−11.5% | Reduced |
| Colonial River Wealth Management, LLC | 3,186 | $346.9K | 0.17% | +167+5.5% | Added |
| Nautilus Advisors LLC | 3,195 | $347.9K | 0.28% | +3,195 | New |
| WS Portfolio Advisory, LLC | 3,200 | $348.5K | 1.42% | +3,200 | New |
| Board of the Pension Protection Fund | 3,200 | $348.5K | 0.40% | +3,200 | New |
| Bleakley Financial Group, LLC | 3,213 | $349.9K | 0.01% | −180−5.3% | Reduced |
| Global Retirement Partners, LLC | 3,242 | $353.1K | 0.01% | +510+18.7% | Added |
| Leonteq Securities AG | 3,259 | $354.9K | 0.03% | +1,839+129.5% | Added |
| Harbour Investments, Inc. | 3,261 | $355.2K | 0.01% | −110−3.3% | Reduced |
| Counterpoint Mutual Funds LLC | 3,272 | $356.3K | 0.04% | +3,272 | New |
| KMG Fiduciary Partners, LLC | 3,331 | $362.7K | 0.03% | +27+0.8% | Added |
| Park Place Capital Corp | 3,348 | $364.6K | 0.10% | −435−11.5% | Reduced |
| Quantum Private Wealth, LLC | 3,358 | $365.7K | 0.12% | +350+11.6% | Added |
| Perigon Wealth Management, LLC | 3,129 | $365.9K | 0.01% | −256−7.6% | Reduced |
| Capital Analysts, LLC | 3,365 | $366.0K | 0.01% | +55+1.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,369 | $366.9K | 0.00% | −13,981−80.6% | Reduced |
| FCG Investment Co | 3,377 | $367.8K | 0.22% | +153+4.7% | Added |
| Farther Finance Advisors, LLC | 3,377 | $367.8K | 0.01% | −598−15.0% | Reduced |
| Capital Investment Advisors, LLC | 3,381 | $368.2K | 0.01% | +335+11.0% | Added |
| One Wealth Advisors, LLC | 3,416 | $372.0K | 0.06% | −93−2.7% | Reduced |
| New Wave Wealth Advisors LLC | 3,423 | $372.8K | 0.15% | +12+0.4% | Added |
| Aigen Investment Management, LP | 3,431 | $373.6K | 0.07% | +3,431 | New |
| Fifth Third Wealth Advisors LLC | 3,433 | $373.9K | 0.02% | +1,007+41.5% | Added |
| Colton Groome Financial Advisors, LLC | 3,440 | $374.6K | 0.14% | −480−12.2% | Reduced |
| GeoWealth Management, LLC | 3,446 | $375.3K | 0.01% | −5,919−63.2% | Reduced |
| Financial Counselors Inc | 3,452 | $375.9K | 0.01% | −287−7.7% | Reduced |
| Everence Capital Management Inc | 3,460 | $377.0K | 0.02% | −5,590−61.8% | Reduced |
| Parallel Advisors, LLC | 3,500 | $381.3K | 0.01% | −69−1.9% | Reduced |
| Richard W. Paul & Associates, LLC | 3,515 | $382.8K | 0.14% | −178−4.8% | Reduced |
| Precision Wealth Strategies, LLC | 3,516 | $382.9K | 0.30% | +213+6.4% | Added |
| Peapack Gladstone Financial Corp | 3,536 | $385.0K | 0.01% | −1,800−33.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,553 | $386.9K | 0.01% | −14−0.4% | Reduced |
| Eads & Heald Wealth Management | 3,552 | $387.0K | 0.19% | +900+33.9% | Added |
| Diametric Capital, LP | 3,554 | $387.0K | 0.26% | +890+33.4% | Added |
| Glen Eagle Advisors, LLC | 3,567 | $388.4K | 0.06% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,569 | $388.7K | 0.02% | −280−7.3% | Reduced |
| Headlands Technologies LLC | 3,598 | $391.8K | 0.04% | +3,598 | New |
| Kestra Private Wealth Services, LLC | 3,616 | $393.8K | 0.01% | +906+33.4% | Added |
| CX Institutional | 3,629 | $395.2K | 0.02% | +18+0.5% | Added |
| Tectonic Advisors LLC | 3,678 | $400.5K | 0.03% | −23−0.6% | Reduced |
| Stephens Inc | 3,679 | $400.6K | 0.01% | −22,210−85.8% | Reduced |
| Florida Financial Advisors, LLC | 3,703 | $403.3K | 0.18% | +716+24.0% | Added |
| denkapparat Operations GmbH | 3,718 | $404.9K | 0.60% | +3,718 | New |
| Canada Post Corp Registered Pension Plan | 3,753 | $408.7K | 0.02% | +3,753 | New |
| Ci Investments Inc. | 3,780 | $412.0K | 0.00% | +831+28.2% | Added |
| NorthRock Partners, LLC | 3,778 | $412.2K | 0.01% | −263−6.5% | Reduced |
| Three Seasons Wealth, LLC | 3,804 | $415.1K | 0.20% | +3,804 | New |
| D'Orazio & Associates, Inc. | 3,818 | $415.8K | 0.06% | −252−6.2% | Reduced |
| Renasant Bank | 3,819 | $415.9K | 0.27% | −104−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 3,826 | $416.6K | 0.00% | −32−0.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,843 | $419.0K | 0.10% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,863 | $420.7K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,876 | $422.1K | 0.23% | +427+12.4% | Added |
| Alpha DNA Investment Management LLC | 3,895 | $424.2K | 0.23% | −3,616−48.1% | Reduced |
| Rehmann Capital Advisory Group | 3,908 | $425.6K | 0.03% | +1,192+43.9% | Added |
| Ellevest, Inc. | 3,957 | $430.9K | 0.02% | −273−6.5% | Reduced |
| Belpointe Asset Management LLC | 3,277 | $431.4K | 0.03% | +123+3.9% | Added |
| Sherbrooke Park Advisers LLC | 3,979 | $433.3K | 0.14% | +3,979 | New |
| Patten Group, Inc. | 3,983 | $433.7K | 0.10% | +59+1.5% | Added |
| HighPoint Advisor Group LLC | 4,050 | $434.7K | 0.02% | −829−17.0% | Reduced |
| Yorktown Management & Research Co Inc | 4,000 | $435.6K | 0.42% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,092 | $436.6K | 0.04% | +1,540+60.3% | Added |
| Legal Advantage Investments, Inc. | 4,020 | $437.8K | 0.23% | 00.0% | Unchanged |
| Family Firm, Inc. | 4,034 | $439.3K | 0.10% | −134−3.2% | Reduced |
| Advisors Capital Management, LLC | 4,041 | $440.2K | 0.01% | +276+7.3% | Added |
| M.E. Allison & Co., Inc. | 4,074 | $443.7K | 0.49% | +4,074 | New |
| Bryce Point Capital, LLC | 4,080 | $444.3K | 0.13% | +4,080 | New |
| Atomi Financial Group, Inc. | 4,124 | $449.1K | 0.02% | −856−17.2% | Reduced |
| Fiduciary Alliance LLC | 4,130 | $449.8K | 0.05% | +4,130 | New |
| Ballentine Partners, LLC | 4,134 | $450.2K | 0.01% | −33−0.8% | Reduced |
| Raleigh Capital Management Inc. | 4,167 | $453.8K | 0.17% | −244−5.5% | Reduced |
| Change Path, LLC | 4,235 | $461.2K | 0.01% | −1,549−26.8% | Reduced |
| Oxford Asset Management LLP | 4,256 | $463.5K | 0.21% | +4,256 | New |
| Impact Partnership Wealth, LLC | 4,262 | $464.1K | 0.09% | +4,262 | New |
| Forum Financial Management, LP | 4,263 | $464.2K | 0.01% | +58+1.4% | Added |
| Prudential PLC | 4,316 | $470.0K | 0.00% | −2,386−35.6% | Reduced |
| Apollon Wealth Management, LLC | 4,321 | $470.6K | 0.01% | −4,416−50.5% | Reduced |
| Greenleaf Trust | 4,330 | $471.5K | 0.00% | +173+4.2% | Added |
| State of Wyoming | 4,341 | $472.7K | 0.06% | +3,824+739.7% | Added |
| Old National Bancorp | 4,351 | $473.8K | 0.01% | +1,032+31.1% | Added |
| Brown Brothers Harriman & Co | 4,375 | $476.4K | 0.00% | +55+1.3% | Added |