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 |
|---|---|---|---|---|---|
| M.E. Allison & Co., Inc. | 4,074 | $443.7K | 0.49% | +4,074 | New |
| Advisors Capital Management, LLC | 4,041 | $440.2K | 0.01% | +276+7.3% | Added |
| Family Firm, Inc. | 4,034 | $439.3K | 0.10% | −134−3.2% | Reduced |
| Legal Advantage Investments, Inc. | 4,020 | $437.8K | 0.23% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,092 | $436.6K | 0.04% | +1,540+60.3% | Added |
| Yorktown Management & Research Co Inc | 4,000 | $435.6K | 0.42% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,050 | $434.7K | 0.02% | −829−17.0% | Reduced |
| Patten Group, Inc. | 3,983 | $433.7K | 0.10% | +59+1.5% | Added |
| Sherbrooke Park Advisers LLC | 3,979 | $433.3K | 0.14% | +3,979 | New |
| Belpointe Asset Management LLC | 3,277 | $431.4K | 0.03% | +123+3.9% | Added |
| Ellevest, Inc. | 3,957 | $430.9K | 0.02% | −273−6.5% | Reduced |
| Rehmann Capital Advisory Group | 3,908 | $425.6K | 0.03% | +1,192+43.9% | Added |
| Alpha DNA Investment Management LLC | 3,895 | $424.2K | 0.23% | −3,616−48.1% | Reduced |
| Custom Index Systems, LLC | 3,876 | $422.1K | 0.23% | +427+12.4% | Added |
| Nicholas Hoffman & Company, LLC. | 3,863 | $420.7K | 0.02% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,843 | $419.0K | 0.10% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,826 | $416.6K | 0.00% | −32−0.8% | Reduced |
| Renasant Bank | 3,819 | $415.9K | 0.27% | −104−2.7% | Reduced |
| D'Orazio & Associates, Inc. | 3,818 | $415.8K | 0.06% | −252−6.2% | Reduced |
| Three Seasons Wealth, LLC | 3,804 | $415.1K | 0.20% | +3,804 | New |
| NorthRock Partners, LLC | 3,778 | $412.2K | 0.01% | −263−6.5% | Reduced |
| Ci Investments Inc. | 3,780 | $412.0K | 0.00% | +831+28.2% | Added |
| Canada Post Corp Registered Pension Plan | 3,753 | $408.7K | 0.02% | +3,753 | New |
| denkapparat Operations GmbH | 3,718 | $404.9K | 0.60% | +3,718 | New |
| Florida Financial Advisors, LLC | 3,703 | $403.3K | 0.18% | +716+24.0% | Added |
| Stephens Inc | 3,679 | $400.6K | 0.01% | −22,210−85.8% | Reduced |
| Tectonic Advisors LLC | 3,678 | $400.5K | 0.03% | −23−0.6% | Reduced |
| CX Institutional | 3,629 | $395.2K | 0.02% | +18+0.5% | Added |
| Kestra Private Wealth Services, LLC | 3,616 | $393.8K | 0.01% | +906+33.4% | Added |
| Headlands Technologies LLC | 3,598 | $391.8K | 0.04% | +3,598 | New |
| Smith, Salley & Associates | 3,569 | $388.7K | 0.02% | −280−7.3% | Reduced |
| Glen Eagle Advisors, LLC | 3,567 | $388.4K | 0.06% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,554 | $387.0K | 0.26% | +890+33.4% | Added |
| Eads & Heald Wealth Management | 3,552 | $387.0K | 0.19% | +900+33.9% | Added |
| Cullen/Frost Bankers, Inc. | 3,553 | $386.9K | 0.01% | −14−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 3,536 | $385.0K | 0.01% | −1,800−33.7% | Reduced |
| Precision Wealth Strategies, LLC | 3,516 | $382.9K | 0.30% | +213+6.4% | Added |
| Richard W. Paul & Associates, LLC | 3,515 | $382.8K | 0.14% | −178−4.8% | Reduced |
| Parallel Advisors, LLC | 3,500 | $381.3K | 0.01% | −69−1.9% | Reduced |
| Everence Capital Management Inc | 3,460 | $377.0K | 0.02% | −5,590−61.8% | Reduced |
| Financial Counselors Inc | 3,452 | $375.9K | 0.01% | −287−7.7% | Reduced |
| GeoWealth Management, LLC | 3,446 | $375.3K | 0.01% | −5,919−63.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 3,440 | $374.6K | 0.14% | −480−12.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,433 | $373.9K | 0.02% | +1,007+41.5% | Added |
| Aigen Investment Management, LP | 3,431 | $373.6K | 0.07% | +3,431 | New |
| New Wave Wealth Advisors LLC | 3,423 | $372.8K | 0.15% | +12+0.4% | Added |
| One Wealth Advisors, LLC | 3,416 | $372.0K | 0.06% | −93−2.7% | Reduced |
| Capital Investment Advisors, LLC | 3,381 | $368.2K | 0.01% | +335+11.0% | Added |
| Farther Finance Advisors, LLC | 3,377 | $367.8K | 0.01% | −598−15.0% | Reduced |
| FCG Investment Co | 3,377 | $367.8K | 0.22% | +153+4.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,369 | $366.9K | 0.00% | −13,981−80.6% | Reduced |
| Capital Analysts, LLC | 3,365 | $366.0K | 0.01% | +55+1.7% | Added |
| Perigon Wealth Management, LLC | 3,129 | $365.9K | 0.01% | −256−7.6% | Reduced |
| Quantum Private Wealth, LLC | 3,358 | $365.7K | 0.12% | +350+11.6% | Added |
| Park Place Capital Corp | 3,348 | $364.6K | 0.10% | −435−11.5% | Reduced |
| KMG Fiduciary Partners, LLC | 3,331 | $362.7K | 0.03% | +27+0.8% | Added |
| Counterpoint Mutual Funds LLC | 3,272 | $356.3K | 0.04% | +3,272 | New |
| Harbour Investments, Inc. | 3,261 | $355.2K | 0.01% | −110−3.3% | Reduced |
| Leonteq Securities AG | 3,259 | $354.9K | 0.03% | +1,839+129.5% | Added |
| Global Retirement Partners, LLC | 3,242 | $353.1K | 0.01% | +510+18.7% | Added |
| Bleakley Financial Group, LLC | 3,213 | $349.9K | 0.01% | −180−5.3% | Reduced |
| WS Portfolio Advisory, LLC | 3,200 | $348.5K | 1.42% | +3,200 | New |
| Board of the Pension Protection Fund | 3,200 | $348.5K | 0.40% | +3,200 | New |
| Nautilus Advisors LLC | 3,195 | $347.9K | 0.28% | +3,195 | New |
| Colonial River Wealth Management, LLC | 3,186 | $346.9K | 0.17% | +167+5.5% | Added |
| Kingsview Wealth Management, LLC | 3,174 | $345.7K | 0.01% | −412−11.5% | Reduced |
| Aspen Investment Management Inc | 3,140 | $342.0K | 0.16% | +705+29.0% | Added |
| HB Wealth Management, LLC | 3,073 | $334.7K | 0.00% | −10.0% | Reduced |
| Planned Solutions, Inc. | 3,057 | $332.9K | 0.14% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 3,055 | $332.7K | 0.10% | −25−0.8% | Reduced |
| Verdence Capital Advisors LLC | 3,042 | $331.3K | 0.03% | −556−15.5% | Reduced |
| MUFG Securities Americas Inc. | 3,028 | $329.7K | 0.04% | +3,028 | New |
| Buckingham Strategic Partners | 3,027 | $329.6K | 0.01% | +702+30.2% | Added |
| Everett Harris & Co | 3,027 | $329.6K | 0.00% | +3,027 | New |
| Boston Private Wealth LLC | 3,024 | $329.3K | 0.01% | +3,024 | New |
| Tyler-Stone Wealth Management | 3,014 | $328.2K | 0.06% | −8,520−73.9% | Reduced |
| Wedmont Private Capital | 3,050 | $328.2K | 0.02% | +110+3.7% | Added |
| Private Trust Co NA | 3,006 | $327.4K | 0.03% | −1,217−28.8% | Reduced |
| J.W. Cole Advisors, Inc. | 3,002 | $326.9K | 0.01% | −85−2.8% | Reduced |
| Lido Advisors, LLC | 2,993 | $326.5K | 0.00% | −602−16.7% | Reduced |
| First Horizon Advisors, Inc. | 2,981 | $324.6K | 0.01% | −96−3.1% | Reduced |
| Signal Advisors Wealth, LLC | 2,964 | $323.4K | 0.04% | +25+0.9% | Added |
| Pallas Capital Advisors LLC | 2,959 | $322.2K | 0.01% | +68+2.4% | Added |
| Morse Asset Management, Inc | 2,955 | $321.8K | 0.07% | −6,780−69.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,931 | $319.2K | 0.21% | −11−0.4% | Reduced |
| Argent Trust Co | 2,930 | $319.1K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,900 | $315.8K | 0.14% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 2,899 | $315.7K | 0.18% | −426−12.8% | Reduced |
| Resources Investment Advisors, LLC. | 2,897 | $315.5K | 0.00% | +6+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 2,893 | $315.0K | 0.10% | +1,196+70.5% | Added |
| Quent Capital, LLC | 2,888 | $314.5K | 0.03% | −18−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 2,879 | $313.5K | 0.01% | +5+0.2% | Added |
| Horizon Investments, LLC | 2,841 | $309.4K | 0.01% | +19+0.7% | Added |
| First Eagle Investment Management, LLC | 2,839 | $309.2K | 0.00% | −200−6.6% | Reduced |
| Marex Group plc | 2,789 | $303.7K | 0.01% | −211−7.0% | Reduced |
| Benjamin Edwards Inc | 2,783 | $303.1K | 0.00% | +69+2.5% | Added |
| Moody National Bank Trust Division | 2,779 | $302.6K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,774 | $302.1K | 0.01% | +2,774 | New |
| Intrust Bank NA | 2,738 | $298.2K | 0.03% | +501+22.4% | Added |
| Prelude Capital Management, LLC | 2,735 | $297.8K | 0.03% | +2,735 | New |