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 |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
4,796
shares
|
$524,106
0.03% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,774
shares
|
$521,702
0.01% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
4,767
shares
|
$520,937
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
4,700
shares
|
$513,616
0.07% of portfolio
|
Q2 2025
Added 37.47%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,620
shares
|
$504,873
0.07% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
4,616
shares
|
$504,436
0.05% of portfolio
|
Q1 2025
Reduced 25.81%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,588
shares
|
$501,376
0.29% of portfolio
|
Q2 2023
Added 24.64%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
4,578
shares
|
$500,283
0.05% of portfolio
|
Q1 2025
Added 67.2%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
4,576
shares
|
$500,065
0.18% of portfolio
|
Q1 2025
Reduced 20.4%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,541
shares
|
$496,240
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
4,539
shares
|
$496,021
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,529
shares
|
$494,929
0.02% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,511
shares
|
$492,962
0.07% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
4,440
shares
|
$485,203
0.06% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
4,398
shares
|
$480,613
0.02% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,396
shares
|
$480,394
0.02% of portfolio
|
Q1 2025
Reduced 37.28%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,377
shares
|
$478,318
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,316
shares
|
$471,652
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
4,316
shares
|
$471,652
0.0% of portfolio
|
Q4 2024
Reduced 35.6%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
4,300
shares
|
$469,904
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
4,259
shares
|
$465,423
0.01% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
4,234
shares
|
$462,691
0.02% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
4,224
shares
|
$461,598
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
4,186
shares
|
$457,446
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,092
shares
|
$447,173
0.04% of portfolio
|
Q4 2024
Added 60.34%
|