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 |
|---|---|---|---|---|---|
| Delta Investment Management, LLC | 2,703 | $294.3K | 0.06% | +10.0% | Added |
| Allworth Financial LP | 2,509 | $293.2K | 0.00% | +1,174+87.9% | Added |
| Burford Brothers, Inc. | 2,681 | $291.9K | 0.14% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 2,660 | $289.7K | 0.22% | +1,230+86.0% | Added |
| Paradigm Financial Partners, LLC | 2,659 | $289.6K | 0.04% | −411−13.4% | Reduced |
| Moody Aldrich Partners LLC | 2,653 | $288.9K | 0.05% | −12−0.5% | Reduced |
| Trust Asset Management LLC | 2,627 | $286.1K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,613 | $284.5K | 0.03% | +304+13.2% | Added |
| Waterloo Capital, L.P. | 2,612 | $284.4K | 0.03% | −17−0.6% | Reduced |
| Smithfield Trust Co | 2,606 | $284.0K | 0.01% | +10+0.4% | Added |
| Accurate Wealth Management, LLC | 2,632 | $283.4K | 0.05% | −295−10.1% | Reduced |
| Fiduciary Trust Co | 2,593 | $282.4K | 0.00% | +423+19.5% | Added |
| EP Wealth Advisors, LLC | 2,589 | $281.9K | 0.00% | −240−8.5% | Reduced |
| National Asset Management, Inc. | 2,581 | $281.7K | 0.01% | −639−19.8% | Reduced |
| Premier Path Wealth Partners, LLC | 2,572 | $280.0K | 0.04% | +95+3.8% | Added |
| Candriam Luxembourg S.C.A. | 2,555 | $278.2K | 0.00% | +431+20.3% | Added |
| Trust Co of Oklahoma | 2,546 | $277.3K | 0.09% | +2,546 | New |
| Cynosure Management, LLC | 2,532 | $275.7K | 0.04% | −342−11.9% | Reduced |
| Alps Advisors Inc | 2,532 | $275.7K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,528 | $275.0K | 0.15% | +2,528 | New |
| Ashton Thomas Private Wealth, LLC | 2,515 | $274.5K | 0.01% | −539−17.6% | Reduced |
| Fortem Financial Group, LLC | 2,505 | $272.8K | 0.11% | +10.0% | Added |
| Washington Trust Bank | 2,500 | $272.3K | 0.03% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,480 | $270.1K | 0.06% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 2,479 | $270.0K | 0.02% | +799+47.6% | Added |
| Moore Capital Management, LP | 2,470 | $269.0K | 0.01% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,460 | $267.9K | 0.08% | −409−14.3% | Reduced |
| First Hawaiian Bank | 2,450 | $266.8K | 0.01% | −2,287−48.3% | Reduced |
| Exencial Wealth Advisors, LLC | 2,432 | $264.8K | 0.01% | −129−5.0% | Reduced |
| Callan Family Office, LLC | 2,412 | $262.7K | 0.02% | +2,412 | New |
| Equitable Holdings, Inc. | 2,410 | $262.4K | 0.00% | +2+0.1% | Added |
| Cidel Asset Management Inc | 2,389 | $260.2K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,387 | $259.9K | 0.03% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,287 | $257.3K | 0.04% | +2,287 | New |
| Archer Investment Corp | 2,362 | $257.2K | 0.07% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,349 | $255.8K | 0.04% | −1,469−38.5% | Reduced |
| 1858 Wealth Management, LLC | 2,349 | $255.8K | 0.20% | +112+5.0% | Added |
| Avestar Capital, LLC | 2,329 | $254.1K | 0.02% | +178+8.3% | Added |
| StoneX Group Inc. | 2,330 | $254.0K | 0.01% | +922+65.5% | Added |
| TCG Advisory Services, LLC | 2,307 | $251.2K | 0.01% | −130−5.3% | Reduced |
| Providence Capital Advisors, LLC | 2,288 | $249.2K | 0.05% | −38−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,209 | $249.0K | 0.04% | +6,065+98.7% | Added |
| Camden Capital, LLC | 2,283 | $248.7K | 0.03% | +54+2.4% | Added |
| Centaurus Financial, Inc. | 2,267 | $247.0K | 0.02% | −78−3.3% | Reduced |
| Golden State Equity Partners | 2,261 | $246.2K | 0.05% | +495+28.0% | Added |
| Siemens Fonds Invest GmbH | 2,261 | $246.1K | 0.03% | −41−1.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,250 | $245.0K | 0.03% | −19−0.8% | Reduced |
| Independent Financial Group, LLC | 2,206 | $240.2K | 0.01% | +38+1.8% | Added |
| Riverwater Partners LLC | 2,204 | $240.0K | 0.12% | +3+0.1% | Added |
| 111 Capital | 2,204 | $240.0K | 0.05% | +2,204 | New |
| GAMMA Investing LLC | 2,190 | $238.5K | 0.02% | +329+17.7% | Added |
| Flagship Harbor Advisors, LLC | 2,176 | $237.0K | 0.01% | −43−1.9% | Reduced |
| Colonial Trust Co | 2,171 | $236.4K | 0.04% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 2,153 | $234.9K | 0.10% | +80+3.9% | Added |
| RFG Advisory, LLC | 2,153 | $234.4K | 0.01% | +677+45.9% | Added |
| Aaron Wealth Advisors | 2,151 | $234.2K | 0.03% | +145+7.2% | Added |
| Clark Financial Services Group Inc | 2,145 | $234.0K | 0.18% | +165+8.3% | Added |
| Madison Asset Management, LLC | 2,140 | $233.0K | 0.00% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 2,140 | $233.0K | 0.00% | +2,140 | New |
| Stratos Wealth Advisors, LLC | 2,138 | $232.9K | 0.01% | −2−0.1% | Reduced |
| Integrated Investment Consultants, LLC | 2,127 | $231.6K | 0.05% | −25−1.2% | Reduced |
| AMG National Trust Bank | 2,121 | $231.0K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,111 | $230.0K | 0.04% | −34−1.6% | Reduced |
| Guardian Wealth Advisors, LLC | 2,103 | $229.0K | 0.02% | +530+33.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,101 | $228.8K | 0.04% | −1,096−34.3% | Reduced |
| Smartleaf Asset Management LLC | 2,094 | $228.0K | 0.02% | −187−8.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,893 | $227.5K | 0.00% | −501−20.9% | Reduced |
| Sienna Gestion | 2,082 | $226.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,064 | $224.8K | 0.01% | +205+11.0% | Added |
| Sagespring Wealth Partners, LLC | 2,060 | $224.3K | 0.01% | +2,060 | New |
| Kolinsky Wealth Management, LLC | 2,059 | $224.2K | 0.14% | −18−0.9% | Reduced |
| Juncture Wealth Strategies, LLC | 2,019 | $219.9K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,000 | $217.8K | 0.06% | +2,000 | New |
| Ameritas Investment Partners, Inc. | 1,998 | $217.6K | 0.01% | −104−4.9% | Reduced |
| New Century Financial Group, LLC | 1,975 | $217.3K | 0.09% | −20−1.0% | Reduced |
| Proequities, Inc. | 1,851 | $216.4K | 0.01% | +9+0.5% | Added |
| NDVR, Inc. | 1,984 | $216.1K | 0.21% | +112+6.0% | Added |
| Sound Income Strategies, LLC | 1,961 | $213.6K | 0.01% | +384+24.4% | Added |
| Vicus Capital | 1,954 | $212.8K | 0.02% | +377+23.9% | Added |
| Bryn Mawr Trust Co | 1,947 | $212.0K | 0.00% | −3,150−61.8% | Reduced |
| Wealthcare Advisory Partners LLC | 1,940 | $211.3K | 0.01% | −209−9.7% | Reduced |
| Kestra Investment Management, LLC | 1,923 | $209.4K | 0.01% | +141+7.9% | Added |
| Sugarloaf Wealth Management, LLC | 1,913 | $208.4K | 0.04% | +188+10.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 1,900 | $206.9K | 0.13% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,869 | $203.9K | 0.01% | +344+22.6% | Added |
| Pathway Financial Advisors LLC | 1,860 | $202.6K | 0.05% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,715 | $202.5K | 0.06% | −12−0.7% | Reduced |
| Frank, Rimerman Advisors LLC | 1,856 | $202.1K | 0.01% | +402+27.6% | Added |
| DGS Capital Management, LLC | 1,854 | $201.9K | 0.05% | −97−5.0% | Reduced |
| Red Door Wealth Management, LLC | 1,850 | $201.5K | 0.03% | +34+1.9% | Added |
| Massmutual Trust Co FSB | 1,846 | $201.0K | 0.01% | +62+3.5% | Added |
| Lake Street Advisors Group, LLC | 1,841 | $200.9K | 0.01% | −140−7.1% | Reduced |
| Leavell Investment Management, Inc. | 1,838 | $200.6K | 0.01% | +229+14.2% | Added |
| Hemington Wealth Management | 1,738 | $189.0K | 0.05% | +32+1.9% | Added |
| Quadrant Capital Group LLC | 1,712 | $186.4K | 0.01% | −8−0.5% | Reduced |
| Mather Group, LLC. | 1,671 | $182.0K | 0.00% | +15+0.9% | Added |
| Spire Wealth Management | 1,634 | $177.9K | 0.01% | +1,176+256.8% | Added |
| AlphaCentric Advisors LLC | 1,583 | $172.4K | 0.17% | −87−5.2% | Reduced |
| Peterson Wealth Services | 1,557 | $169.6K | 0.05% | −407−20.7% | Reduced |
| Park Square Financial Group, LLC | 1,542 | $167.9K | 0.12% | +1,542 | New |