Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,084 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
8,527
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,519
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
8,276
shares
|
$1.12 Million
0.51% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,250
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
8,244
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
8,121
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,071
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
8,001
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
7,997
shares
|
$1.08 Million
0.39% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
7,995
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.52%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
7,990
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
7,889
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
7,868
shares
|
$1.06 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,851
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
7,820
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
7,672
shares
|
$1.03 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
7,640
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
7,584
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Added 308.62%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
7,456
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,450
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
7,448
shares
|
$1 Million
0.6% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
7,424
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,416
shares
|
$999,973
0.1% of portfolio
|
Q2 2025
Added 44.31%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
7,406
shares
|
$998,625
0.62% of portfolio
|
Q2 2025
Added 12.11%
|