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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 4,381 | $477.1K | 0.01% | +760+21.0% | Added |
| Fidelis Capital Partners, LLC | 4,384 | $478.5K | 0.05% | +103+2.4% | Added |
| Schwartz Investment Counsel Inc | 4,398 | $478.9K | 0.02% | −252−5.4% | Reduced |
| Nebula Research & Development LLC | 4,398 | $478.9K | 0.06% | +4,398 | New |
| Naviter Wealth, LLC | 4,430 | $483.4K | 0.06% | +4,430 | New |
| Knuff & Co LLC | 4,497 | $489.7K | 0.15% | −250−5.3% | Reduced |
| Gsa Capital Partners LLP | 4,521 | $492.0K | 0.04% | +4,521 | New |
| Wetherby Asset Management Inc | 4,541 | $494.5K | 0.02% | −185−3.9% | Reduced |
| Harbor Capital Advisors, Inc. | 4,559 | $496.0K | 0.02% | +143+3.2% | Added |
| Capstone Investment Advisors, LLC | 4,608 | $501.8K | 0.00% | +4,139+882.5% | Added |
| Coldstream Capital Management Inc | 4,624 | $503.6K | 0.01% | −292−5.9% | Reduced |
| Denali Advisors LLC | 4,717 | $514.0K | 0.05% | +706+17.6% | Added |
| Plato Investment Management Ltd | 4,766 | $520.9K | 0.04% | −1,867−28.1% | Reduced |
| Syon Capital LLC | 4,796 | $522.3K | 0.05% | −584−10.9% | Reduced |
| Segment Wealth Management, LLC | 4,800 | $522.7K | 0.04% | −83,492−94.6% | Reduced |
| Clarkston Capital Partners, LLC | 4,829 | $525.9K | 0.01% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 4,962 | $540.4K | 0.01% | −99−2.0% | Reduced |
| Blueshift Asset Management, LLC | 4,987 | $543.1K | 0.20% | +4,987 | New |
| Meeder Advisory Services, Inc. | 4,995 | $544.0K | 0.03% | +614+14.0% | Added |
| Kathmere Capital Management, LLC | 5,062 | $551.3K | 0.05% | −148−2.8% | Reduced |
| Prospera Financial Services Inc | 5,067 | $551.8K | 0.01% | −4,587−47.5% | Reduced |
| Concord Asset Management, LLC | 5,163 | $562.3K | 0.12% | +5+0.1% | Added |
| Wahed Invest LLC | 5,174 | $563.4K | 0.09% | +164+3.3% | Added |
| Concord Wealth Partners | 5,197 | $566.0K | 0.09% | +195+3.9% | Added |
| Cresset Asset Management, LLC | 5,237 | $571.2K | 0.00% | −26,076−83.3% | Reduced |
| Applied Finance Capital Management, LLC | 5,268 | $573.7K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,270 | $573.9K | 0.02% | +1,265+31.6% | Added |
| Allianz SE | 5,354 | $582.8K | 0.02% | +2,314+76.1% | Added |
| Patron Partners Advisors, LLC | 5,400 | $588.1K | 0.32% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 5,441 | $592.5K | 0.12% | −360−6.2% | Reduced |
| Inceptionr LLC | 5,464 | $595.0K | 0.13% | +5,464 | New |
| Wedbush Securities Inc | 5,475 | $596.0K | 0.02% | −141−2.5% | Reduced |
| Carolina Wealth Advisors, LLC | 5,482 | $597.0K | 0.32% | −1,948−26.2% | Reduced |
| Liberty Wealth Management LLC | 5,536 | $602.9K | 0.10% | +17+0.3% | Added |
| Beacon Investment Advisory Services, Inc. | 5,544 | $603.7K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 5,612 | $611.1K | 0.01% | +2,814+100.6% | Added |
| Baader Bank INC | 5,690 | $619.6K | 0.06% | −235−4.0% | Reduced |
| Cooper Financial Group | 5,691 | $619.8K | 0.07% | −1,089−16.1% | Reduced |
| United Community Bank | 5,749 | $626.1K | 0.24% | +160+2.9% | Added |
| Keebeck Wealth Management, LLC | 5,792 | $632.0K | 0.09% | +162+2.9% | Added |
| Ascent Group, LLC | 5,813 | $633.0K | 0.05% | +800+16.0% | Added |
| Moors & Cabot, Inc. | 5,815 | $633.3K | 0.03% | −10.0% | Reduced |
| Jones Financial Companies LLLP | 5,924 | $645.1K | 0.00% | +1,672+39.3% | Added |
| Anchor Investment Management, LLC | 5,974 | $650.6K | 0.06% | −400−6.3% | Reduced |
| Aldebaran Financial Inc. | 6,055 | $659.1K | 0.77% | +690+12.9% | Added |
| Axxcess Wealth Management, LLC | 6,170 | $671.9K | 0.02% | +161+2.7% | Added |
| Kesler, Norman & Wride, LLC | 6,192 | $674.5K | 0.15% | −1,016−14.1% | Reduced |
| Van Hulzen Asset Management, LLC | 6,222 | $677.6K | 0.05% | +6,222 | New |
| Aprio Wealth Management, LLC | 6,224 | $677.8K | 0.10% | −131−2.1% | Reduced |
| Moloney Securities Asset Management, LLC | 6,247 | $680.3K | 0.09% | −206−3.2% | Reduced |
| Allstate Corp | 6,249 | $680.5K | 0.02% | +6,249 | New |
| Cypress Capital Group | 6,370 | $693.7K | 0.09% | −1,770−21.7% | Reduced |
| Strategic Investment Advisors | 6,371 | $693.8K | 0.07% | −817−11.4% | Reduced |
| WealthTrust Asset Management, LLC | 6,441 | $701.4K | 0.50% | −193−2.9% | Reduced |
| We Are One Seven, LLC | 6,470 | $704.6K | 0.03% | −394−5.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,512 | $709.2K | 0.02% | −65−1.0% | Reduced |
| Signaturefd, LLC | 6,517 | $709.7K | 0.01% | −48−0.7% | Reduced |
| V-Square Quantitative Management LLC | 6,523 | $710.4K | 0.10% | +430+7.1% | Added |
| Challenger Wealth Management | 6,533 | $711.5K | 0.61% | +6,533 | New |
| TFB Advisors LLC | 6,566 | $715.0K | 0.20% | +10+0.2% | Added |
| RSM US Wealth Management LLC | 6,629 | $722.6K | 0.01% | +2,246+51.2% | Added |
| Penserra Capital Management LLC | 6,671 | $724.0K | 0.01% | +343+5.4% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,700 | $729.6K | 0.03% | +6,700 | New |
| Johnson Investment Counsel Inc | 6,764 | $736.6K | 0.01% | +361+5.6% | Added |
| Csenge Advisory Group | 6,779 | $738.2K | 0.04% | −1,481−17.9% | Reduced |
| Global Financial Private Client, LLC | 6,790 | $739.4K | 0.28% | +2,080+44.2% | Added |
| Raiffeisen Bank International AG | 6,811 | $741.4K | 0.01% | +6,811 | New |
| Clarius Group, LLC | 6,897 | $751.1K | 0.05% | −33−0.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,900 | $751.4K | 0.07% | +5,050+273.0% | Added |
| Outlook Wealth Advisors, LLC | 6,920 | $753.5K | 0.22% | −44−0.6% | Reduced |
| Duncan Williams Asset Management, LLC | 6,937 | $755.4K | 0.30% | −292−4.0% | Reduced |
| CSS LLC | 6,980 | $760.1K | 0.05% | −320−4.4% | Reduced |
| GTS Securities LLC | 7,009 | $763.3K | 0.04% | −10,409−59.8% | Reduced |
| Gateway Investment Advisers LLC | 7,040 | $766.7K | 0.01% | −54−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 7,046 | $767.3K | 0.02% | +1,948+38.2% | Added |
| Greenfield Savings Bank | 7,052 | $768.0K | 0.37% | +394+5.9% | Added |
| IFP Advisors, Inc | 7,086 | $773.2K | 0.03% | −703−9.0% | Reduced |
| River Street Advisors LLC | 7,316 | $796.7K | 0.41% | +519+7.6% | Added |
| Bradley Foster & Sargent Inc | 7,405 | $806.4K | 0.01% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 7,424 | $808.5K | 0.67% | −4,915−39.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,424 | $808.5K | 0.03% | +389+5.5% | Added |
| Fifth Third Bancorp | 7,425 | $808.6K | 0.00% | −439−5.6% | Reduced |
| Private Advisory Group LLC | 7,429 | $809.1K | 0.09% | −255−3.3% | Reduced |
| HM Payson & Co | 7,450 | $811.3K | 0.01% | −7−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 7,495 | $816.2K | 0.06% | −1,223−14.0% | Reduced |
| Gotham Asset Management, LLC | 7,567 | $824.0K | 0.01% | −26,774−78.0% | Reduced |
| Empirical Finance, LLC | 7,719 | $840.6K | 0.05% | −6,463−45.6% | Reduced |
| Kane Investment Management, Inc. | 7,777 | $846.9K | 0.47% | +7,777 | New |
| Beacon Pointe Advisors, LLC | 8,024 | $873.8K | 0.01% | −1,505−15.8% | Reduced |
| Ostrum Asset Management | 8,050 | $876.6K | 0.08% | +26+0.3% | Added |
| XTX Topco Ltd | 8,071 | $878.9K | 0.07% | −2,976−26.9% | Reduced |
| Machina Capital S.A.S. | 8,119 | $884.2K | 0.37% | +2,958+57.3% | Added |
| Midland Wealth Advisors LLC | 8,121 | $884.4K | 0.05% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 8,129 | $885.2K | 0.12% | +8,129 | New |
| Metis Global Partners, LLC | 8,156 | $888.2K | 0.03% | −4,124−33.6% | Reduced |
| Barden Capital Management, Inc. | 8,184 | $891.2K | 0.76% | +57+0.7% | Added |
| AlTi Global, Inc. | 7,673 | $897.7K | 0.02% | −90−1.2% | Reduced |
| William B. Walkup & Associates, Inc. | 8,276 | $901.3K | 0.57% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,328 | $906.9K | 0.01% | +20+0.2% | Added |
| Two Sigma Securities, LLC | 8,387 | $913.3K | 0.17% | +5,640+205.3% | Added |