Skip to main content

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
984
−6 vs. Q3 2024
Shares held
186.3M
−725.0K (−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
382 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
Proffitt & Goodson Inc101$11.0K0.00%00.0%Unchanged
New Millennium Group LLC100$10.9K0.01%−9,446−99.0%Reduced
Brown, Lisle/Cummings, Inc.100$10.9K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC100$10.9K0.00%00.0%Unchanged
Talon Private Wealth, LLC99$10.8K0.00%+2+2.1%Added
WPG Advisers, LLC99$10.8K0.01%+99New
Quest 10 Wealth Builders, Inc.91$9.91K0.01%+91New
Aspect Partners, LLC87$9.47K0.01%00.0%Unchanged
Private Wealth Management Group, LLC86$9.37K0.00%+3+3.6%Added
Rakuten Securities, Inc.86$9.37K0.00%+57+196.6%Added
West Oak Capital, LLC85$9.30K0.00%00.0%Unchanged
Avion Wealth74$8.00K0.00%+3+4.2%Added
High Note Wealth, LLC73$7.95K0.00%+73New
Sierra Ocean, LLC71$7.75K0.01%+71New
Caldwell Sutter Capital, Inc.69$7.51K0.00%00.0%Unchanged
Capital A Wealth Management, LLC67$7.30K0.01%+67New
Atala Financial Inc66$7.19K0.01%+66New
Valley National Advisers Inc69$7.00K0.00%+69New
Frazier Financial Advisors, LLC59$6.42K0.01%−110−65.1%Reduced
Decker Retirement Planning Inc.58$6.32K0.00%+58New
Global Wealth Strategies & Associates57$6.21K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC57$6.20K0.00%00.0%Unchanged
IAG Wealth Partners, LLC56$6.10K0.00%00.0%Unchanged
Synergy Investment Management, LLC56$6.10K0.00%+56New
Kozak & Associates, Inc.54$5.97K0.00%+14+35.0%Added
Menard Financial Group LLC54$5.88K0.00%−4,376−98.8%Reduced
Red Tortoise LLC54$5.88K0.00%00.0%Unchanged
Dunhill Financial, LLC53$5.78K0.00%−74−58.3%Reduced
Addison Advisors LLC53$5.77K0.00%−47−47.0%Reduced
West Paces Advisors Inc.53$5.77K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC52$5.66K0.00%00.0%Unchanged
Eagle Bay Advisors LLC51$5.57K0.00%−18−26.1%Reduced
DiNuzzo Private Wealth, Inc.50$5.45K0.00%−3−5.7%Reduced
Bruce G. Allen Investments, LLC48$5.23K0.00%00.0%Unchanged
SJS Investment Consulting Inc.46$5.01K0.00%−6−11.5%Reduced
Carolinas Wealth Consulting LLC44$4.80K0.00%−53−54.6%Reduced
Prestige Wealth Management Group LLC44$4.80K0.00%00.0%Unchanged
Capital & Planning, LLC40$4.36K0.00%+40New
Heritage Wealth Advisors39$4.25K0.00%+7+21.9%Added
Pittenger & Anderson Inc38$4.14K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.37$4.03K0.00%+5+15.6%Added
Pinnacle Bancorp, Inc.32$3.48K0.00%−18−36.0%Reduced
Altshuler Shaham Ltd32$3.48K0.00%+32New
MCF Advisors LLC31$3.38K0.00%−5−13.9%Reduced
Trifecta Capital Advisors, LLC31$3.38K0.00%00.0%Unchanged
Lee Danner & Bass Inc29$3.16K0.00%+29New
Pineridge Advisors LLC28$3.07K0.00%−3−9.7%Reduced
Beacon Capital Management, LLC28$3.05K0.00%00.0%Unchanged
Asset Dedication, LLC26$2.83K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.22$2.40K0.00%00.0%Unchanged
Redwood Park Advisors LLC22$2.40K0.00%+22New
Sachetta, LLC20$2.18K0.00%+1+5.3%Added
SBI Securities Co., Ltd.20$2.18K0.00%+20New
Legacy Investment Solutions, LLC20$2.12K0.00%+8+66.7%Added
Legacy Wealth Managment, LLC20$2.12K0.00%+8+66.7%Added
Riverview Trust Co18$1.96K0.00%+18New
TFC Financial Management17$1.85K0.00%00.0%Unchanged
True Wealth Design, LLC16$1.74K0.00%00.0%Unchanged
North Star Investment Management Corp.16$1.74K0.00%00.0%Unchanged
Zions Bancorporation, N.A.13$1.42K0.00%00.0%Unchanged
NewSquare Capital LLC13$1.42K0.00%+13New
WealthTrak Capital Management LLC12$1.31K0.00%+12New
Raffa Wealth Management, LLC11$1.20K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd11$1.20K0.00%+11New
BankPlus Trust Department11$1.20K0.00%+11New
NVWM, LLC10$1.09K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC10$1.09K0.00%+10New
Parkworth Wealth Management, Inc.10$1.09K0.00%+10New
Picton Mahoney Asset Management8$1.00K0.00%00.0%Unchanged
Trust Co of Vermont9$9800.00%00.0%Unchanged
Highline Wealth Partners LLC8$8710.00%−2−20.0%Reduced
Tradewinds Capital Management, LLC7$7630.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC7$7630.00%+7New
Abound Wealth Management6$6540.00%00.0%Unchanged
NBC Securities, Inc.5$5480.05%−5,063−99.9%Reduced
Sugar Maple Asset Management, LLC5$5450.00%+5New
Transce3nd, LLC5$5450.00%+5New
Principia Wealth Advisory, LLC5$5450.00%+5New
Country Trust Bank4$4360.00%−3−42.9%Reduced
Crewe Advisors LLC4$4360.00%+4New
Ruedi Wealth Management, Inc.3$3270.00%00.0%Unchanged
Fairfield Financial Advisors, LTD2$2100.00%00.0%Unchanged
WestEnd Advisors, LLC1$1090.00%00.0%Unchanged
Nemes Rush Group LLC0$200.00%−134−100.0%Reduced
Activest Wealth Management0$00.00%−122−100.0%Sold out
JDM Financial Group LLC0$00.00%−7−100.0%Sold out
Westfield Capital Management Co LP0$00.00%−463,215−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−368,266−100.0%Sold out
HRT Financial LP0$00.00%−278,647−100.0%Sold out
Teewinot Capital Advisers, L.L.C.0$00.00%−205,466−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−200,000−100.0%Sold out
Vision Capital Corp0$00.00%−155,700−100.0%Sold out
Twin Tree Management, LP0$00.00%−141,054−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−52,938−100.0%Sold out
Tiaa Trust, National Association0$00.00%−85,895−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−74,762−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−46,769−100.0%Sold out
Artemis Investment Management LLP0$00.00%−45,116−100.0%Sold out
Marsico Capital Management LLC0$00.00%−42,228−100.0%Sold out
Walleye Trading LLC0$00.00%−36,704−100.0%Sold out