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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1,534 | $167.1K | 0.01% | −298−16.3% | Reduced |
| MAI Capital Management | 1,533 | $167.0K | 0.00% | +68+4.6% | Added |
| Ronald Blue Trust, Inc. | 1,517 | $165.2K | 0.00% | −4,428−74.5% | Reduced |
| Bokf, NA | 1,472 | $158.4K | 0.00% | −81−5.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,433 | $156.0K | 0.01% | −4,508−75.9% | Reduced |
| C M Bidwell & Associates Ltd | 1,401 | $152.6K | 0.09% | 00.0% | Unchanged |
| Stance Capital LLC | 1,398 | $152.2K | 0.09% | +1,398 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,345 | $146.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,271 | $138.4K | 0.02% | +116+10.0% | Added |
| Skopos Labs, Inc. | 1,217 | $131.3K | 0.04% | +186+18.0% | Added |
| Ossiam | 1,104 | $120.2K | 0.00% | +150+15.7% | Added |
| Hexagon Capital Partners LLC | 1,059 | $115.3K | 0.02% | −17−1.6% | Reduced |
| Millstone Evans Group, LLC | 1,058 | $115.2K | 0.08% | +1,058 | New |
| Covestor Ltd | 1,046 | $114.0K | 0.07% | +65+6.6% | Added |
| Hollencrest Capital Management | 954 | $103.9K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 917 | $100.1K | 0.03% | +44+5.0% | Added |
| Clearstead Advisors, LLC | 822 | $89.5K | 0.00% | −111−11.9% | Reduced |
| Adirondack Trust Co | 815 | $88.8K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 800 | $87.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 784 | $85.4K | 0.01% | +784 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 752 | $81.9K | 0.00% | −91−10.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 738 | $80.4K | 0.03% | +738 | New |
| General Partner, Inc. | 718 | $78.2K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 649 | $70.8K | 0.00% | −133−17.0% | Reduced |
| Versant Capital Management, Inc | 642 | $69.9K | 0.02% | +266+70.7% | Added |
| Rothschild Investment LLC | 641 | $69.8K | 0.00% | +36+6.0% | Added |
| Richardson Financial Services Inc. | 622 | $67.7K | 0.05% | +89+16.7% | Added |
| Group One Trading, L.P. | 587 | $63.9K | 0.00% | −697−54.3% | Reduced |
| CVA Family Office, LLC | 570 | $62.1K | 0.01% | −14−2.4% | Reduced |
| ORG Partners LLC | 552 | $60.1K | 0.01% | +13+2.4% | Added |
| Reyes Financial Architecture, Inc. | 542 | $59.0K | 0.05% | +542 | New |
| Cornerstone Planning Group LLC | 496 | $58.5K | 0.01% | +1+0.2% | Added |
| Grove Bank & Trust | 520 | $56.6K | 0.01% | +57+12.3% | Added |
| AllSquare Wealth Management LLC | 516 | $56.2K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 501 | $55.0K | 0.01% | +19+3.9% | Added |
| Continuum Advisory, LLC | 503 | $54.8K | 0.01% | +23+4.8% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $54.5K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $54.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 498 | $54.2K | 0.00% | −12−2.4% | Reduced |
| PrairieView Partners, LLC | 500 | $54.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 487 | $53.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 482 | $52.6K | 0.03% | −83−14.7% | Reduced |
| Princeton Global Asset Management LLC | 481 | $52.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 475 | $51.7K | 0.00% | +411+642.2% | Added |
| Longview Financial Advisors LLC | 473 | $51.5K | 0.03% | +473 | New |
| MV Capital Management, Inc. | 469 | $51.1K | 0.01% | +12+2.6% | Added |
| Evermay Wealth Management LLC | 450 | $49.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 444 | $48.3K | 0.01% | +131+41.9% | Added |
| St Germain D J Co Inc | 440 | $47.9K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 440 | $47.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 428 | $46.6K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 410 | $44.6K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 410 | $44.0K | 0.04% | +410 | New |
| Ancora Advisors, LLC | 402 | $43.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 397 | $43.2K | 0.01% | +22+5.9% | Added |
| Quarry LP | 397 | $43.2K | 0.01% | +397 | New |
| Hantz Financial Services, Inc. | 396 | $43.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 390 | $42.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 382 | $41.6K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 360 | $39.2K | 0.04% | +360 | New |
| TD Waterhouse Canada Inc. | 349 | $38.0K | 0.00% | +105+43.0% | Added |
| Ameriflex Group, Inc. | 329 | $37.4K | 0.02% | +329 | New |
| DT Investment Partners, LLC | 334 | $36.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 322 | $35.1K | 0.01% | +137+74.1% | Added |
| JNBA Financial Advisors | 300 | $32.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 292 | $31.8K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 292 | $31.8K | 0.00% | +47+19.2% | Added |
| Salem Investment Counselors Inc | 285 | $31.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 280 | $30.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 273 | $29.7K | 0.00% | −101−27.0% | Reduced |
| WR Wealth Planners, LLC | 271 | $29.5K | 0.01% | +30+12.4% | Added |
| LRI Investments, LLC | 266 | $29.0K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 265 | $28.9K | 0.02% | +265 | New |
| CNB Bank | 219 | $23.8K | 0.01% | −1−0.5% | Reduced |
| Meeder Asset Management Inc | 214 | $23.3K | 0.00% | −6,857−97.0% | Reduced |
| JFS Wealth Advisors, LLC | 212 | $23.1K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $22.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $22.9K | 0.01% | +210 | New |
| Bell Investment Advisors, Inc | 205 | $22.3K | 0.00% | −29−12.4% | Reduced |
| AdvisorNet Financial, Inc | 191 | $20.8K | 0.00% | +43+29.1% | Added |
| Ethos Financial Group, LLC | 189 | $20.6K | 0.00% | +189 | New |
| Byrne Asset Management LLC | 186 | $20.3K | 0.01% | −52−21.8% | Reduced |
| Armstrong Advisory Group, Inc | 169 | $18.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 158 | $17.2K | 0.00% | +23+17.0% | Added |
| Whipplewood Advisors, LLC | 158 | $17.2K | 0.01% | +158 | New |
| Evelyn Partners Investment Management LLP | 154 | $16.8K | 0.00% | +154 | New |
| Valued Wealth Advisors LLC | 153 | $16.7K | 0.01% | +2+1.3% | Added |
| Westside Investment Management, Inc. | 150 | $16.3K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 149 | $16.0K | 0.01% | +51+52.0% | Added |
| Bellwether Advisors, LLC | 144 | $15.7K | 0.00% | +144 | New |
| HHM Wealth Advisors, LLC | 140 | $15.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 140 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 130 | $14.1K | 0.01% | +5+4.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 129 | $14.1K | 0.00% | −767−85.6% | Reduced |
| PFG Private Wealth Management, LLC | 126 | $13.7K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 122 | $13.3K | 0.01% | +122 | New |
| Atlantic Edge Private Wealth Management, LLC | 120 | $13.1K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 120 | $13.1K | 0.00% | +120 | New |
| REAP Financial Group, LLC | 114 | $12.5K | 0.00% | +2+1.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 113 | $12.3K | 0.00% | 00.0% | Unchanged |