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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
9,012
shares
|
$984,831
0.03% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
9,008
shares
|
$984,394
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
8,900
shares
|
$972,592
0.02% of portfolio
|
Q3 2024
Reduced 11.0%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
8,675
shares
|
$948,004
0.09% of portfolio
|
Q1 2025
Added 97.88%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
8,602
shares
|
$940,026
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
8,378
shares
|
$915,547
0.11% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
8,351
shares
|
$912,597
0.76% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
8,334
shares
|
$910,739
0.03% of portfolio
|
Q1 2025
Added 33.37%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
8,314
shares
|
$908,553
0.05% of portfolio
|
Q1 2025
Added 153.71%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
8,276
shares
|
$904,401
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
8,212
shares
|
$897,407
0.02% of portfolio
|
Q1 2025
Added 87.45%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
8,133
shares
|
$888,774
0.0% of portfolio
|
Q1 2025
Reduced 55.7%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
8,121
shares
|
$887,462
0.05% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,022
shares
|
$876,644
0.0% of portfolio
|
Q1 2025
Added 168.03%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
8,010
shares
|
$875,332
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
7,997
shares
|
$873,912
0.39% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
7,956
shares
|
$869,431
0.05% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
7,954
shares
|
$869,213
0.04% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
7,948
shares
|
$868,557
0.01% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
7,898
shares
|
$863,093
0.4% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
7,860
shares
|
$858,940
0.29% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
7,742
shares
|
$846,045
0.16% of portfolio
|
Q1 2025
Added 25.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,720
shares
|
$843,641
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
7,685
shares
|
$839,816
0.38% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,667
shares
|
$837,849
0.0% of portfolio
|
Q1 2025
Reduced 35.53%
|