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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 8,400 | $914.8K | 0.00% | +8,400 | New |
| Smith, Moore & Co. | 8,519 | $927.7K | 0.08% | +158+1.9% | Added |
| Virtus ETF Advisers LLC | 8,599 | $936.4K | 0.38% | +1,788+26.3% | Added |
| Monticello Wealth Management, LLC | 8,600 | $936.5K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,773 | $955.4K | 0.02% | +4,113+88.3% | Added |
| Graham Capital Management, L.P. | 8,796 | $957.9K | 0.03% | +8,796 | New |
| Vista Investment Partners II, LLC | 8,797 | $958.0K | 0.57% | +8,797 | New |
| Atlas Capital Advisors LLC | 8,884 | $967.5K | 0.12% | −31−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 8,900 | $969.2K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 9,051 | $985.6K | 0.12% | +2,396+36.0% | Added |
| Tower Research Capital LLC (TRC) | 9,069 | $987.6K | 0.02% | +4,046+80.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,131 | $994.4K | 0.09% | +1,700+22.9% | Added |
| Cetera Trust Company, N.A | 9,147 | $996.1K | 0.65% | +705+8.4% | Added |
| Contravisory Investment Management, Inc. | 9,236 | $1.01M | 0.22% | +143+1.6% | Added |
| Semanteon Capital Management, LP | 9,292 | $1.01M | 0.54% | +9,292 | New |
| Norinchukin Bank, The | 9,316 | $1.01M | 0.02% | +733+8.5% | Added |
| Jennison Associates LLC | 9,379 | $1.02M | 0.00% | +9,379 | New |
| SRN Advisors, LLC | 9,451 | $1.03M | 0.92% | −30−0.3% | Reduced |
| Guggenheim Capital LLC | 9,532 | $1.04M | 0.01% | −32,631−77.4% | Reduced |
| Coastline Trust Co | 9,597 | $1.05M | 0.12% | −4,588−32.3% | Reduced |
| LVW Advisors, LLC | 9,612 | $1.05M | 0.13% | −597−5.8% | Reduced |
| Independent Advisor Alliance | 9,868 | $1.07M | 0.01% | +1,735+21.3% | Added |
| CWM Advisors, LLC | 9,874 | $1.08M | 0.12% | +1,966+24.9% | Added |
| GLOBALT Investments LLC | 9,894 | $1.08M | 0.04% | −118−1.2% | Reduced |
| New Mexico Educational Retirement Board | 9,938 | $1.08M | 0.04% | −300−2.9% | Reduced |
| Vise Technologies, Inc. | 9,987 | $1.09M | 0.09% | +3,556+55.3% | Added |
| Washington Capital Management Inc | 10,000 | $1.09M | 0.86% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $1.09M | 0.13% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 10,082 | $1.10M | 0.03% | +5,951+144.1% | Added |
| Checchi Capital Advisers, LLC | 10,117 | $1.10M | 0.08% | −320−3.1% | Reduced |
| Aspire Private Capital, LLC | 10,142 | $1.10M | 0.27% | +734+7.8% | Added |
| Westover Capital Advisors, LLC | 10,151 | $1.11M | 0.24% | −2,521−19.9% | Reduced |
| Stratos Wealth Partners, LTD. | 10,234 | $1.11M | 0.02% | +756+8.0% | Added |
| CIBC Private Wealth Group, LLC | 10,113 | $1.12M | 0.00% | +118+1.2% | Added |
| Huntington National Bank | 10,273 | $1.12M | 0.01% | +118+1.2% | Added |
| Institute for Wealth Management, LLC. | 10,275 | $1.12M | 0.14% | −102−1.0% | Reduced |
| Colony Group, LLC | 10,403 | $1.13M | 0.00% | +841+8.8% | Added |
| Private Advisor Group, LLC | 10,408 | $1.13M | 0.01% | −535−4.9% | Reduced |
| BNP Paribas | 10,457 | $1.14M | 0.05% | +543+5.5% | Added |
| Unison Advisors LLC | 10,512 | $1.15M | 0.14% | +13+0.1% | Added |
| Transcend Wealth Collective, LLC | 10,612 | $1.16M | 0.08% | +48+0.5% | Added |
| Virtu Financial LLC | 10,651 | $1.16M | 0.06% | +10,651 | New |
| Quadrature Capital Ltd | 10,693 | $1.16M | 0.02% | +10,693 | New |
| X-Square Capital, LLC | 10,792 | $1.18M | 0.48% | −6−0.1% | Reduced |
| Maryland State Retirement & Pension System | 10,888 | $1.19M | 0.03% | −1,086−9.1% | Reduced |
| Securian Asset Management, Inc | 10,951 | $1.19M | 0.03% | −526−4.6% | Reduced |
| NEOS Investment Management LLC | 10,985 | $1.20M | 0.03% | +2,485+29.2% | Added |
| MorganRosel Wealth Management, LLC | 10,996 | $1.20M | 0.39% | +3,120+39.6% | Added |
| Louisiana State Employees Retirement System | 11,000 | $1.20M | 0.02% | −700−6.0% | Reduced |
| Central Trust Co | 11,141 | $1.21M | 0.03% | +1,806+19.3% | Added |
| Sciencast Management LP | 11,194 | $1.22M | 0.33% | +11,194 | New |
| Synovus Financial Corp | 11,219 | $1.22M | 0.02% | −349−3.0% | Reduced |
| Umb Bank N A | 11,261 | $1.23M | 0.02% | +81+0.7% | Added |
| Caisse des Depots Et Consignations | 11,342 | $1.24M | 0.06% | +11,342 | New |
| Darwin Advisors, LLC | 11,496 | $1.25M | 0.42% | −3,147−21.5% | Reduced |
| Bayview Asset Management, LLC | 11,688 | $1.27M | 1.66% | +5,938+103.3% | Added |
| Dean Capital Management | 11,778 | $1.28M | 0.55% | −1,569−11.8% | Reduced |
| Shell Asset Management Co | 11,883 | $1.29M | 0.06% | +3,826+47.5% | Added |
| Avantax Advisory Services, Inc. | 11,893 | $1.30M | 0.01% | −241−2.0% | Reduced |
| Entropy Technologies, LP | 11,924 | $1.30M | 0.13% | +11,924 | New |
| FORA Capital, LLC | 11,983 | $1.30M | 0.15% | +11,983 | New |
| Pensionfund Sabic | 12,000 | $1.31M | 0.35% | +5,000+71.4% | Added |
| Pensionmark Financial Group, LLC | 12,047 | $1.31M | 0.04% | +2,532+26.6% | Added |
| Advisory Services Network, LLC | 12,180 | $1.33M | 0.02% | −3,062−20.1% | Reduced |
| Atria Investments LLC | 12,205 | $1.33M | 0.02% | −1,352−10.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,484 | $1.36M | 0.01% | +9,186+278.5% | Added |
| Centennial Bank | 12,610 | $1.37M | 0.65% | −244−1.9% | Reduced |
| Fieldview Capital Management, LLC | 12,774 | $1.39M | 0.21% | +12,774 | New |
| Merit Financial Group, LLC | 12,775 | $1.39M | 0.03% | +10,299+416.0% | Added |
| Principal Securities, Inc. | 12,790 | $1.39M | 0.03% | +379+3.1% | Added |
| Logan Capital Management Inc | 12,790 | $1.39M | 0.06% | −2,007−13.6% | Reduced |
| Hartford Investment Management Co | 12,830 | $1.40M | 0.05% | −354−2.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,875 | $1.40M | 0.03% | −175−1.3% | Reduced |
| JT Stratford LLC | 12,894 | $1.40M | 0.23% | +446+3.6% | Added |
| Jupiter Wealth Management LLC | 12,902 | $1.41M | 0.70% | −700−5.1% | Reduced |
| Atria Wealth Solutions, Inc. | 13,000 | $1.42M | 0.02% | +3,105+31.4% | Added |
| Redwood Investment Management, LLC | 13,077 | $1.42M | 0.14% | −66−0.5% | Reduced |
| Systematic Alpha Investments, LLC | 13,088 | $1.43M | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 13,224 | $1.44M | 0.07% | +95+0.7% | Added |
| Ieq Capital, LLC | 13,320 | $1.45M | 0.01% | −282−2.1% | Reduced |
| TownSquare Capital, LLC | 13,516 | $1.47M | 0.02% | +6,438+91.0% | Added |
| L2 Asset Management, LLC | 13,702 | $1.49M | 0.33% | −14,936−52.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,729 | $1.50M | 0.48% | −20−0.1% | Reduced |
| Vinva Investment Management Ltd | 13,753 | $1.50M | 0.06% | −105,714−88.5% | Reduced |
| Financial Advocates Investment Management | 13,859 | $1.51M | 0.09% | −353−2.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 13,915 | $1.52M | 0.29% | +263+1.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,135 | $1.54M | 0.07% | −448−3.1% | Reduced |
| Kentucky Retirement Systems | 14,261 | $1.55M | 0.05% | −196−1.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 14,274 | $1.55M | 0.91% | −1,045−6.8% | Reduced |
| Roof Eidam & Maycock | 14,285 | $1.56M | 0.40% | −195−1.3% | Reduced |
| Quantitative Investment Management, LLC | 14,394 | $1.57M | 0.12% | +14,394 | New |
| Pitcairn Co | 14,408 | $1.57M | 0.09% | +2,273+18.7% | Added |
| Vestcor Inc | 14,474 | $1.58M | 0.05% | +726+5.3% | Added |
| Estate Counselors, LLC | 14,690 | $1.60M | 0.17% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,679 | $1.60M | 0.01% | −55−0.4% | Reduced |
| Inlet Private Wealth, LLC | 14,750 | $1.61M | 0.42% | +3,450+30.5% | Added |
| CCM Investment Group, LLC | 15,031 | $1.64M | 0.18% | +15,031 | New |
| CWM, LLC | 15,224 | $1.66M | 0.01% | −816−5.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,281 | $1.66M | 0.01% | −5,007−24.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,316 | $1.67M | 0.01% | −722−4.5% | Reduced |