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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,201
shares
|
$677,645
0.14% of portfolio
|
Q1 2025
Added 4206.25%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
6,001
shares
|
$655,789
0.15% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
6,000
shares
|
$655,680
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
5,995
shares
|
$655,133
0.03% of portfolio
|
Q1 2025
Added 60.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
5,974
shares
|
$652,838
0.06% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
5,930
shares
|
$648,030
0.04% of portfolio
|
Q1 2025
Reduced 51.43%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
5,857
shares
|
$640,052
0.06% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
5,801
shares
|
$633,933
0.03% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
5,787
shares
|
$632,403
0.2% of portfolio
|
Q1 2025
Added 28.69%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
5,689
shares
|
$621,693
0.05% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
5,619
shares
|
$614,044
0.01% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
5,561
shares
|
$607,706
0.02% of portfolio
|
Q1 2025
Added 61.38%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,545
shares
|
$605,957
0.18% of portfolio
|
Q1 2025
Reduced 49.57%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
5,538
shares
|
$605,192
0.11% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
5,515
shares
|
$602,679
0.03% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
5,500
shares
|
$601,040
0.02% of portfolio
|
Q1 2021
Reduced 3.51%
|
|
|
Wahed Invest LLC
New York, NY |
May 13, 2025 Q1 2025 |
5,492
shares
|
$600,165
0.1% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,490
shares
|
$599,947
0.01% of portfolio
|
Q3 2024
Reduced 81.2%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
5,474
shares
|
$598,198
0.0% of portfolio
|
Q1 2025
Reduced 72.16%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
5,446
shares
|
$595,138
0.02% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
5,424
shares
|
$592,734
0.08% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,422
shares
|
$592,516
0.03% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
5,400
shares
|
$590,112
0.3% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,365
shares
|
$586,287
0.05% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
5,296
shares
|
$578,746
0.13% of portfolio
|
Q2 2022
Added 276.14%
|