Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,086 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
10,368
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
10,172
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
10,108
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
10,106
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
10,082
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Added 144.06%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
10,008
shares
|
$1.09 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
10,000
shares
|
$1.09 Million
0.81% of portfolio
|
Q3 2021
New holding
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
10,000
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2017
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
9,987
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Added 55.29%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
9,922
shares
|
$1.08 Million
0.65% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
9,794
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
9,764
shares
|
$1.07 Million
0.58% of portfolio
|
Q1 2025
Reduced 31.6%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
9,566
shares
|
$1.05 Million
0.13% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
9,538
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
9,532
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
9,528
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 92.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,511
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.8%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
9,427
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 97.86%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,389
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
9,379
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
9,365
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,297
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
9,250
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2022
Added 3.85%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
9,218
shares
|
$1.01 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
9,208
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2025
Added 194.56%
|