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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 13,859 | $1.51M | 0.09% | −353−2.5% | Reduced |
| Vinva Investment Management Ltd | 13,753 | $1.50M | 0.06% | −105,714−88.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,729 | $1.50M | 0.48% | −20−0.1% | Reduced |
| L2 Asset Management, LLC | 13,702 | $1.49M | 0.33% | −14,936−52.2% | Reduced |
| TownSquare Capital, LLC | 13,516 | $1.47M | 0.02% | +6,438+91.0% | Added |
| Ieq Capital, LLC | 13,320 | $1.45M | 0.01% | −282−2.1% | Reduced |
| Meridian Wealth Management, LLC | 13,224 | $1.44M | 0.07% | +95+0.7% | Added |
| Systematic Alpha Investments, LLC | 13,088 | $1.43M | 0.05% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 13,077 | $1.42M | 0.14% | −66−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 13,000 | $1.42M | 0.02% | +3,105+31.4% | Added |
| Jupiter Wealth Management LLC | 12,902 | $1.41M | 0.70% | −700−5.1% | Reduced |
| JT Stratford LLC | 12,894 | $1.40M | 0.23% | +446+3.6% | Added |
| Meiji Yasuda Life Insurance Co | 12,875 | $1.40M | 0.03% | −175−1.3% | Reduced |
| Hartford Investment Management Co | 12,830 | $1.40M | 0.05% | −354−2.7% | Reduced |
| Logan Capital Management Inc | 12,790 | $1.39M | 0.06% | −2,007−13.6% | Reduced |
| Principal Securities, Inc. | 12,790 | $1.39M | 0.03% | +379+3.1% | Added |
| Merit Financial Group, LLC | 12,775 | $1.39M | 0.03% | +10,299+416.0% | Added |
| Fieldview Capital Management, LLC | 12,774 | $1.39M | 0.21% | +12,774 | New |
| Centennial Bank | 12,610 | $1.37M | 0.65% | −244−1.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,484 | $1.36M | 0.01% | +9,186+278.5% | Added |
| Atria Investments LLC | 12,205 | $1.33M | 0.02% | −1,352−10.0% | Reduced |
| Advisory Services Network, LLC | 12,180 | $1.33M | 0.02% | −3,062−20.1% | Reduced |
| Pensionmark Financial Group, LLC | 12,047 | $1.31M | 0.04% | +2,532+26.6% | Added |
| Pensionfund Sabic | 12,000 | $1.31M | 0.35% | +5,000+71.4% | Added |
| FORA Capital, LLC | 11,983 | $1.30M | 0.15% | +11,983 | New |
| Entropy Technologies, LP | 11,924 | $1.30M | 0.13% | +11,924 | New |
| Avantax Advisory Services, Inc. | 11,893 | $1.30M | 0.01% | −241−2.0% | Reduced |
| Shell Asset Management Co | 11,883 | $1.29M | 0.06% | +3,826+47.5% | Added |
| Dean Capital Management | 11,778 | $1.28M | 0.55% | −1,569−11.8% | Reduced |
| Bayview Asset Management, LLC | 11,688 | $1.27M | 1.66% | +5,938+103.3% | Added |
| Darwin Advisors, LLC | 11,496 | $1.25M | 0.42% | −3,147−21.5% | Reduced |
| Caisse des Depots Et Consignations | 11,342 | $1.24M | 0.06% | +11,342 | New |
| Umb Bank N A | 11,261 | $1.23M | 0.02% | +81+0.7% | Added |
| Synovus Financial Corp | 11,219 | $1.22M | 0.02% | −349−3.0% | Reduced |
| Sciencast Management LP | 11,194 | $1.22M | 0.33% | +11,194 | New |
| Central Trust Co | 11,141 | $1.21M | 0.03% | +1,806+19.3% | Added |
| Louisiana State Employees Retirement System | 11,000 | $1.20M | 0.02% | −700−6.0% | Reduced |
| MorganRosel Wealth Management, LLC | 10,996 | $1.20M | 0.39% | +3,120+39.6% | Added |
| NEOS Investment Management LLC | 10,985 | $1.20M | 0.03% | +2,485+29.2% | Added |
| Securian Asset Management, Inc | 10,951 | $1.19M | 0.03% | −526−4.6% | Reduced |
| Maryland State Retirement & Pension System | 10,888 | $1.19M | 0.03% | −1,086−9.1% | Reduced |
| X-Square Capital, LLC | 10,792 | $1.18M | 0.48% | −6−0.1% | Reduced |
| Quadrature Capital Ltd | 10,693 | $1.16M | 0.02% | +10,693 | New |
| Virtu Financial LLC | 10,651 | $1.16M | 0.06% | +10,651 | New |
| Transcend Wealth Collective, LLC | 10,612 | $1.16M | 0.08% | +48+0.5% | Added |
| Unison Advisors LLC | 10,512 | $1.15M | 0.14% | +13+0.1% | Added |
| BNP Paribas | 10,457 | $1.14M | 0.05% | +543+5.5% | Added |
| Private Advisor Group, LLC | 10,408 | $1.13M | 0.01% | −535−4.9% | Reduced |
| Colony Group, LLC | 10,403 | $1.13M | 0.00% | +841+8.8% | Added |
| Institute for Wealth Management, LLC. | 10,275 | $1.12M | 0.14% | −102−1.0% | Reduced |
| Huntington National Bank | 10,273 | $1.12M | 0.01% | +118+1.2% | Added |
| CIBC Private Wealth Group, LLC | 10,113 | $1.12M | 0.00% | +118+1.2% | Added |
| Stratos Wealth Partners, LTD. | 10,234 | $1.11M | 0.02% | +756+8.0% | Added |
| Westover Capital Advisors, LLC | 10,151 | $1.11M | 0.24% | −2,521−19.9% | Reduced |
| Aspire Private Capital, LLC | 10,142 | $1.10M | 0.27% | +734+7.8% | Added |
| Checchi Capital Advisers, LLC | 10,117 | $1.10M | 0.08% | −320−3.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,082 | $1.10M | 0.03% | +5,951+144.1% | 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 |
| Vise Technologies, Inc. | 9,987 | $1.09M | 0.09% | +3,556+55.3% | Added |
| New Mexico Educational Retirement Board | 9,938 | $1.08M | 0.04% | −300−2.9% | Reduced |
| GLOBALT Investments LLC | 9,894 | $1.08M | 0.04% | −118−1.2% | Reduced |
| CWM Advisors, LLC | 9,874 | $1.08M | 0.12% | +1,966+24.9% | Added |
| Independent Advisor Alliance | 9,868 | $1.07M | 0.01% | +1,735+21.3% | Added |
| LVW Advisors, LLC | 9,612 | $1.05M | 0.13% | −597−5.8% | Reduced |
| Coastline Trust Co | 9,597 | $1.05M | 0.12% | −4,588−32.3% | Reduced |
| Guggenheim Capital LLC | 9,532 | $1.04M | 0.01% | −32,631−77.4% | Reduced |
| SRN Advisors, LLC | 9,451 | $1.03M | 0.92% | −30−0.3% | Reduced |
| Jennison Associates LLC | 9,379 | $1.02M | 0.00% | +9,379 | New |
| Norinchukin Bank, The | 9,316 | $1.01M | 0.02% | +733+8.5% | Added |
| Semanteon Capital Management, LP | 9,292 | $1.01M | 0.54% | +9,292 | New |
| Contravisory Investment Management, Inc. | 9,236 | $1.01M | 0.22% | +143+1.6% | Added |
| Cetera Trust Company, N.A | 9,147 | $996.1K | 0.65% | +705+8.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,131 | $994.4K | 0.09% | +1,700+22.9% | Added |
| Tower Research Capital LLC (TRC) | 9,069 | $987.6K | 0.02% | +4,046+80.5% | Added |
| Inspire Advisors, LLC | 9,051 | $985.6K | 0.12% | +2,396+36.0% | Added |
| E. Ohman J:or Asset Management AB | 8,900 | $969.2K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,884 | $967.5K | 0.12% | −31−0.3% | Reduced |
| Vista Investment Partners II, LLC | 8,797 | $958.0K | 0.57% | +8,797 | New |
| Graham Capital Management, L.P. | 8,796 | $957.9K | 0.03% | +8,796 | New |
| Advisors Asset Management, Inc. | 8,773 | $955.4K | 0.02% | +4,113+88.3% | Added |
| Monticello Wealth Management, LLC | 8,600 | $936.5K | 0.08% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 8,599 | $936.4K | 0.38% | +1,788+26.3% | Added |
| Smith, Moore & Co. | 8,519 | $927.7K | 0.08% | +158+1.9% | Added |
| Two Sigma Advisers, LP | 8,400 | $914.8K | 0.00% | +8,400 | New |
| Two Sigma Securities, LLC | 8,387 | $913.3K | 0.17% | +5,640+205.3% | Added |
| United Capital Financial Advisers, LLC | 8,328 | $906.9K | 0.01% | +20+0.2% | Added |
| William B. Walkup & Associates, Inc. | 8,276 | $901.3K | 0.57% | 00.0% | Unchanged |
| AlTi Global, Inc. | 7,673 | $897.7K | 0.02% | −90−1.2% | Reduced |
| Barden Capital Management, Inc. | 8,184 | $891.2K | 0.76% | +57+0.7% | Added |
| Metis Global Partners, LLC | 8,156 | $888.2K | 0.03% | −4,124−33.6% | Reduced |
| Qsemble Capital Management, LP | 8,129 | $885.2K | 0.12% | +8,129 | New |
| Midland Wealth Advisors LLC | 8,121 | $884.4K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 8,119 | $884.2K | 0.37% | +2,958+57.3% | Added |
| XTX Topco Ltd | 8,071 | $878.9K | 0.07% | −2,976−26.9% | Reduced |
| Ostrum Asset Management | 8,050 | $876.6K | 0.08% | +26+0.3% | Added |
| Beacon Pointe Advisors, LLC | 8,024 | $873.8K | 0.01% | −1,505−15.8% | Reduced |
| Kane Investment Management, Inc. | 7,777 | $846.9K | 0.47% | +7,777 | New |
| Empirical Finance, LLC | 7,719 | $840.6K | 0.05% | −6,463−45.6% | Reduced |
| Gotham Asset Management, LLC | 7,567 | $824.0K | 0.01% | −26,774−78.0% | Reduced |