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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 31,462 | $3.43M | 0.01% | −52,430−62.5% | Reduced |
| River Wealth Advisors LLC | 31,634 | $3.44M | 0.46% | −2,423−7.1% | Reduced |
| CIBC Asset Management Inc | 31,992 | $3.48M | 0.01% | +1,083+3.5% | Added |
| Westpac Banking Corp | 32,135 | $3.50M | 0.23% | −5,291−14.1% | Reduced |
| Harvest Investment Services, LLC | 32,265 | $3.51M | 0.86% | +17,955+125.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,377 | $3.53M | 0.01% | −21,767−40.2% | Reduced |
| Brinker Capital Investments, LLC | 32,449 | $3.53M | 0.04% | +1,429+4.6% | Added |
| Orion Portfolio Solutions, LLC | 32,449 | $3.53M | 0.04% | +1,429+4.6% | Added |
| CIBC World Markets Corp | 32,496 | $3.54M | 0.02% | +4,193+14.8% | Added |
| Karani Asset Management LLC | 32,643 | $3.55M | 3.32% | +32,643 | New |
| Meiji Yasuda Asset Management Co Ltd. | 32,647 | $3.56M | 0.14% | +1,473+4.7% | Added |
| Wedge Capital Management L L P | 32,836 | $3.58M | 0.06% | −361,458−91.7% | Reduced |
| Utah Retirement Systems | 33,876 | $3.69M | 0.04% | −300−0.9% | Reduced |
| Swiss Life Asset Management Ltd | 33,957 | $3.69M | 0.03% | −16,263−32.4% | Reduced |
| Generali Asset Management SPA SGR | 34,145 | $3.72M | 0.10% | +34,145 | New |
| Blair William & Co | 34,157 | $3.72M | 0.01% | −81−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 34,382 | $3.75M | 0.02% | −3,791−9.9% | Reduced |
| DnB Asset Management AS | 35,906 | $3.91M | 0.02% | +975+2.8% | Added |
| Mediolanum International Funds Ltd | 36,467 | $3.96M | 0.05% | −33,304−47.7% | Reduced |
| Montag A & Associates Inc | 36,549 | $3.99M | 0.19% | +49+0.1% | Added |
| Larson Financial Group LLC | 36,695 | $4.00M | 0.21% | +2,538+7.4% | Added |
| Tredje AP-fonden | 36,955 | $4.02M | 0.04% | −376,414−91.1% | Reduced |
| Park Avenue Securities LLC | 37,734 | $4.11M | 0.04% | +5,332+16.5% | Added |
| Hudson Capital Management LLC | 38,039 | $4.14M | 1.29% | −1,653−4.2% | Reduced |
| Hendershot Investments Inc. | 38,473 | $4.19M | 0.57% | −92−0.2% | Reduced |
| JustInvest LLC | 38,967 | $4.24M | 0.06% | −2,534−6.1% | Reduced |
| Assenagon Asset Management S.A. | 39,068 | $4.25M | 0.01% | −7,535−16.2% | Reduced |
| CIBC World Markets Inc. | 39,739 | $4.33M | 0.01% | −77,883−66.2% | Reduced |
| British Columbia Investment Management Corp | 39,745 | $4.33M | 0.03% | +4,647+13.2% | Added |
| The PNC Financial Services Group, Inc. | 39,852 | $4.34M | 0.00% | +3,700+10.2% | Added |
| Glenview Trust Co | 39,857 | $4.34M | 0.08% | −207−0.5% | Reduced |
| Glenmede Trust Co NA | 40,169 | $4.37M | 0.02% | −4,205−9.5% | Reduced |
| Amalgamated Bank | 40,179 | $4.38M | 0.04% | −2,686−6.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,607 | $4.42M | 0.04% | −19,000−31.9% | Reduced |
| Pinebridge Investments, L.P. | 40,663 | $4.43M | 0.03% | −2,346−5.5% | Reduced |
| Ethic Inc. | 40,881 | $4.45M | 0.09% | −6,742−14.2% | Reduced |
| Old Second National Bank of Aurora | 41,318 | $4.50M | 1.02% | −991−2.3% | Reduced |
| ProShare Advisors LLC | 41,946 | $4.57M | 0.01% | +3,918+10.3% | Added |
| Argyle Capital Management Inc. | 42,241 | $4.60M | 1.81% | +641+1.5% | Added |
| Monument Capital Management | 42,416 | $4.62M | 1.27% | +342+0.8% | Added |
| Mariner, LLC | 42,755 | $4.66M | 0.01% | −927−2.1% | Reduced |
| Howard Capital Management Inc. | 42,768 | $4.66M | 0.07% | +81+0.2% | Added |
| Forsta Ap-Fonden | 43,400 | $4.73M | 0.03% | −900−2.0% | Reduced |
| Pacer Advisors, Inc. | 43,431 | $4.73M | 0.01% | +10,416+31.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 43,607 | $4.75M | 0.03% | −1,569−3.5% | Reduced |
| Great Lakes Advisors, LLC | 43,722 | $4.76M | 0.04% | −215−0.5% | Reduced |
| Czech National Bank | 44,466 | $4.84M | 0.04% | +2,192+5.2% | Added |
| Twin Capital Management Inc | 44,467 | $4.84M | 0.53% | +148+0.3% | Added |
| AXA S.A. | 44,552 | $4.85M | 0.01% | −11,582−20.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 44,836 | $4.88M | 0.03% | +44,836 | New |
| Stifel Financial Corp | 45,592 | $4.97M | 0.01% | −2,189−4.6% | Reduced |
| Kinsale Capital Group, Inc. | 46,375 | $5.05M | 1.36% | +5,259+12.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 46,678 | $5.08M | 0.01% | +975+2.1% | Added |
| USS Investment Management Ltd | 46,832 | $5.10M | 0.04% | −20,695−30.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 47,407 | $5.16M | 0.03% | +2,112+4.7% | Added |
| IFM Investors Pty Ltd | 48,557 | $5.29M | 0.05% | −4,382−8.3% | Reduced |
| Clearbridge Investments, LLC | 48,583 | $5.29M | 0.00% | +6,632+15.8% | Added |
| Cerity Partners LLC | 46,285 | $5.33M | 0.01% | −2,114−4.4% | Reduced |
| Scotia Capital Inc. | 48,994 | $5.34M | 0.03% | −296−0.6% | Reduced |
| Meritage Portfolio Management | 49,034 | $5.34M | 0.33% | −545−1.1% | Reduced |
| Oppenheimer & Co Inc | 49,639 | $5.41M | 0.08% | −3,810−7.1% | Reduced |
| Seascape Capital Management | 49,894 | $5.43M | 1.89% | −168−0.3% | Reduced |
| Van Eck Associates Corp | 49,946 | $5.44M | 0.01% | −869−1.7% | Reduced |
| RBF Capital, LLC | 50,000 | $5.45M | 0.28% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 50,244 | $5.48M | 0.17% | +983+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 50,511 | $5.50M | 0.01% | −16,680−24.8% | Reduced |
| Corebridge Financial, Inc. | 51,967 | $5.66M | 0.03% | −899−1.7% | Reduced |
| Pathstone Holdings, LLC | 52,438 | $5.71M | 0.03% | −2,986−5.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 52,468 | $5.71M | 0.44% | +52,468 | New |
| MML Investors Services, LLC | 52,561 | $5.72M | 0.02% | −1,388−2.6% | Reduced |
| NBW Capital LLC | 52,816 | $5.75M | 1.07% | −60−0.1% | Reduced |
| MUFG Securities EMEA plc | 54,000 | $5.88M | 0.11% | +54,000 | New |
| MetLife Investment Management | 54,257 | $5.91M | 0.03% | +320+0.6% | Added |
| CWA Asset Management Group, LLC | 54,364 | $5.92M | 0.30% | +2,860+5.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,504 | $6.26M | 0.02% | −604−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 57,996 | $6.32M | 0.20% | +56,062+2,898.8% | Added |
| Spectrum Wealth Counsel, LLC | 59,529 | $6.48M | 0.76% | −96−0.2% | Reduced |
| Arizona State Retirement System | 60,276 | $6.56M | 0.04% | +130.0% | Added |
| Standard Life Aberdeen plc | 61,322 | $6.70M | 0.01% | −26,077−29.8% | Reduced |
| Commonwealth Equity Services, LLC | 61,570 | $6.71M | 0.01% | +337+0.6% | Added |
| Adage Capital Partners GP, L.L.C. | 61,600 | $6.71M | 0.01% | +11,000+21.7% | Added |
| Voya Investment Management LLC | 62,319 | $6.79M | 0.01% | −7,632−10.9% | Reduced |
| NatWest Group plc | 62,547 | $6.81M | 2.02% | +525+0.8% | Added |
| BTC Capital Management, Inc. | 62,670 | $6.82M | 0.63% | +410+0.7% | Added |
| Oliver Luxxe Assets LLC | 47,820 | $6.86M | 1.24% | 00.0% | Unchanged |
| Weiss Asset Management LP | 63,388 | $6.90M | 0.16% | +63,388 | New |
| Bogart Wealth, LLC | 63,695 | $6.94M | 0.33% | +17,882+39.0% | Added |
| Quantinno Capital Management LP | 66,355 | $7.23M | 0.07% | +8,231+14.2% | Added |
| Intech Investment Management LLC | 68,057 | $7.41M | 0.07% | −200,588−74.7% | Reduced |
| STRS Ohio | 69,136 | $7.53M | 0.03% | +3,389+5.2% | Added |
| Resona Asset Management Co.,Ltd. | 70,119 | $7.64M | 0.05% | −2,403−3.3% | Reduced |
| State of New Jersey Common Pension Fund D | 70,960 | $7.73M | 0.03% | −2,537−3.5% | Reduced |
| Comerica Bank | 71,286 | $7.76M | 0.03% | −49,690−41.1% | Reduced |
| Foster & Motley Inc | 71,552 | $7.79M | 0.51% | +307+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 72,064 | $7.85M | 0.21% | +3,275+4.8% | Added |
| Crestline Management, LP | 73,469 | $8.00M | 0.28% | +73,469 | New |
| Ritholtz Wealth Management | 73,807 | $8.04M | 0.24% | +16,746+29.3% | Added |
| Patton Albertson Miller Group, LLC | 76,471 | $8.33M | 1.11% | +1,628+2.2% | Added |
| Illinois Municipal Retirement Fund | 78,378 | $8.54M | 0.12% | +2,375+3.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 78,952 | $8.61M | 0.46% | 00.0% | Unchanged |