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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 7,495 | $816.2K | 0.06% | −1,223−14.0% | Reduced |
| HM Payson & Co | 7,450 | $811.3K | 0.01% | −7−0.1% | Reduced |
| Private Advisory Group LLC | 7,429 | $809.1K | 0.09% | −255−3.3% | Reduced |
| Fifth Third Bancorp | 7,425 | $808.6K | 0.00% | −439−5.6% | Reduced |
| 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 |
| Bradley Foster & Sargent Inc | 7,405 | $806.4K | 0.01% | 00.0% | Unchanged |
| River Street Advisors LLC | 7,316 | $796.7K | 0.41% | +519+7.6% | Added |
| IFP Advisors, Inc | 7,086 | $773.2K | 0.03% | −703−9.0% | Reduced |
| Greenfield Savings Bank | 7,052 | $768.0K | 0.37% | +394+5.9% | Added |
| Exchange Traded Concepts, LLC | 7,046 | $767.3K | 0.02% | +1,948+38.2% | Added |
| Gateway Investment Advisers LLC | 7,040 | $766.7K | 0.01% | −54−0.8% | Reduced |
| GTS Securities LLC | 7,009 | $763.3K | 0.04% | −10,409−59.8% | Reduced |
| CSS LLC | 6,980 | $760.1K | 0.05% | −320−4.4% | Reduced |
| Duncan Williams Asset Management, LLC | 6,937 | $755.4K | 0.30% | −292−4.0% | Reduced |
| Outlook Wealth Advisors, LLC | 6,920 | $753.5K | 0.22% | −44−0.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,900 | $751.4K | 0.07% | +5,050+273.0% | Added |
| Clarius Group, LLC | 6,897 | $751.1K | 0.05% | −33−0.5% | Reduced |
| Raiffeisen Bank International AG | 6,811 | $741.4K | 0.01% | +6,811 | New |
| Global Financial Private Client, LLC | 6,790 | $739.4K | 0.28% | +2,080+44.2% | Added |
| Csenge Advisory Group | 6,779 | $738.2K | 0.04% | −1,481−17.9% | Reduced |
| Johnson Investment Counsel Inc | 6,764 | $736.6K | 0.01% | +361+5.6% | 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 |
| Penserra Capital Management LLC | 6,671 | $724.0K | 0.01% | +343+5.4% | Added |
| RSM US Wealth Management LLC | 6,629 | $722.6K | 0.01% | +2,246+51.2% | Added |
| TFB Advisors LLC | 6,566 | $715.0K | 0.20% | +10+0.2% | Added |
| Challenger Wealth Management | 6,533 | $711.5K | 0.61% | +6,533 | New |
| V-Square Quantitative Management LLC | 6,523 | $710.4K | 0.10% | +430+7.1% | Added |
| Signaturefd, LLC | 6,517 | $709.7K | 0.01% | −48−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,512 | $709.2K | 0.02% | −65−1.0% | Reduced |
| We Are One Seven, LLC | 6,470 | $704.6K | 0.03% | −394−5.7% | Reduced |
| WealthTrust Asset Management, LLC | 6,441 | $701.4K | 0.50% | −193−2.9% | Reduced |
| Strategic Investment Advisors | 6,371 | $693.8K | 0.07% | −817−11.4% | Reduced |
| Cypress Capital Group | 6,370 | $693.7K | 0.09% | −1,770−21.7% | Reduced |
| Allstate Corp | 6,249 | $680.5K | 0.02% | +6,249 | New |
| Moloney Securities Asset Management, LLC | 6,247 | $680.3K | 0.09% | −206−3.2% | Reduced |
| Aprio Wealth Management, LLC | 6,224 | $677.8K | 0.10% | −131−2.1% | Reduced |
| Van Hulzen Asset Management, LLC | 6,222 | $677.6K | 0.05% | +6,222 | New |
| Kesler, Norman & Wride, LLC | 6,192 | $674.5K | 0.15% | −1,016−14.1% | Reduced |
| Axxcess Wealth Management, LLC | 6,170 | $671.9K | 0.02% | +161+2.7% | Added |
| Aldebaran Financial Inc. | 6,055 | $659.1K | 0.77% | +690+12.9% | Added |
| Anchor Investment Management, LLC | 5,974 | $650.6K | 0.06% | −400−6.3% | Reduced |
| Jones Financial Companies LLLP | 5,924 | $645.1K | 0.00% | +1,672+39.3% | Added |
| Moors & Cabot, Inc. | 5,815 | $633.3K | 0.03% | −10.0% | Reduced |
| Ascent Group, LLC | 5,813 | $633.0K | 0.05% | +800+16.0% | Added |
| Keebeck Wealth Management, LLC | 5,792 | $632.0K | 0.09% | +162+2.9% | Added |
| United Community Bank | 5,749 | $626.1K | 0.24% | +160+2.9% | Added |
| Cooper Financial Group | 5,691 | $619.8K | 0.07% | −1,089−16.1% | Reduced |
| Baader Bank INC | 5,690 | $619.6K | 0.06% | −235−4.0% | Reduced |
| AIA Group Ltd | 5,612 | $611.1K | 0.01% | +2,814+100.6% | Added |
| Beacon Investment Advisory Services, Inc. | 5,544 | $603.7K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5,536 | $602.9K | 0.10% | +17+0.3% | Added |
| Carolina Wealth Advisors, LLC | 5,482 | $597.0K | 0.32% | −1,948−26.2% | Reduced |
| Wedbush Securities Inc | 5,475 | $596.0K | 0.02% | −141−2.5% | Reduced |
| Inceptionr LLC | 5,464 | $595.0K | 0.13% | +5,464 | New |
| Everhart Financial Group, Inc. | 5,441 | $592.5K | 0.12% | −360−6.2% | Reduced |
| Patron Partners Advisors, LLC | 5,400 | $588.1K | 0.32% | 00.0% | Unchanged |
| Allianz SE | 5,354 | $582.8K | 0.02% | +2,314+76.1% | Added |
| Profund Advisors LLC | 5,270 | $573.9K | 0.02% | +1,265+31.6% | Added |
| Applied Finance Capital Management, LLC | 5,268 | $573.7K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,237 | $571.2K | 0.00% | −26,076−83.3% | Reduced |
| Concord Wealth Partners | 5,197 | $566.0K | 0.09% | +195+3.9% | Added |
| Wahed Invest LLC | 5,174 | $563.4K | 0.09% | +164+3.3% | Added |
| Concord Asset Management, LLC | 5,163 | $562.3K | 0.12% | +5+0.1% | Added |
| Prospera Financial Services Inc | 5,067 | $551.8K | 0.01% | −4,587−47.5% | Reduced |
| Kathmere Capital Management, LLC | 5,062 | $551.3K | 0.05% | −148−2.8% | Reduced |
| Meeder Advisory Services, Inc. | 4,995 | $544.0K | 0.03% | +614+14.0% | Added |
| Blueshift Asset Management, LLC | 4,987 | $543.1K | 0.20% | +4,987 | New |
| Tocqueville Asset Management L.P. | 4,962 | $540.4K | 0.01% | −99−2.0% | Reduced |
| Clarkston Capital Partners, LLC | 4,829 | $525.9K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,800 | $522.7K | 0.04% | −83,492−94.6% | Reduced |
| Syon Capital LLC | 4,796 | $522.3K | 0.05% | −584−10.9% | Reduced |
| Plato Investment Management Ltd | 4,766 | $520.9K | 0.04% | −1,867−28.1% | Reduced |
| Denali Advisors LLC | 4,717 | $514.0K | 0.05% | +706+17.6% | Added |
| Coldstream Capital Management Inc | 4,624 | $503.6K | 0.01% | −292−5.9% | Reduced |
| Capstone Investment Advisors, LLC | 4,608 | $501.8K | 0.00% | +4,139+882.5% | Added |
| Harbor Capital Advisors, Inc. | 4,559 | $496.0K | 0.02% | +143+3.2% | Added |
| Wetherby Asset Management Inc | 4,541 | $494.5K | 0.02% | −185−3.9% | Reduced |
| Gsa Capital Partners LLP | 4,521 | $492.0K | 0.04% | +4,521 | New |
| Knuff & Co LLC | 4,497 | $489.7K | 0.15% | −250−5.3% | Reduced |
| Naviter Wealth, LLC | 4,430 | $483.4K | 0.06% | +4,430 | New |
| 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 |
| Fidelis Capital Partners, LLC | 4,384 | $478.5K | 0.05% | +103+2.4% | Added |
| Concurrent Investment Advisors, LLC | 4,381 | $477.1K | 0.01% | +760+21.0% | Added |
| Brown Brothers Harriman & Co | 4,375 | $476.4K | 0.00% | +55+1.3% | Added |
| Old National Bancorp | 4,351 | $473.8K | 0.01% | +1,032+31.1% | Added |
| State of Wyoming | 4,341 | $472.7K | 0.06% | +3,824+739.7% | Added |
| Greenleaf Trust | 4,330 | $471.5K | 0.00% | +173+4.2% | Added |
| Apollon Wealth Management, LLC | 4,321 | $470.6K | 0.01% | −4,416−50.5% | Reduced |
| Prudential PLC | 4,316 | $470.0K | 0.00% | −2,386−35.6% | Reduced |
| Forum Financial Management, LP | 4,263 | $464.2K | 0.01% | +58+1.4% | Added |
| Impact Partnership Wealth, LLC | 4,262 | $464.1K | 0.09% | +4,262 | New |
| Oxford Asset Management LLP | 4,256 | $463.5K | 0.21% | +4,256 | New |
| Change Path, LLC | 4,235 | $461.2K | 0.01% | −1,549−26.8% | Reduced |
| Raleigh Capital Management Inc. | 4,167 | $453.8K | 0.17% | −244−5.5% | Reduced |
| Ballentine Partners, LLC | 4,134 | $450.2K | 0.01% | −33−0.8% | Reduced |
| Fiduciary Alliance LLC | 4,130 | $449.8K | 0.05% | +4,130 | New |
| Atomi Financial Group, Inc. | 4,124 | $449.1K | 0.02% | −856−17.2% | Reduced |
| Bryce Point Capital, LLC | 4,080 | $444.3K | 0.13% | +4,080 | New |