Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,088 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 $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
4,048
shares
|
$401,156
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
4,042
shares
|
$400,562
0.09% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,041
shares
|
$400,463
0.01% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
4,040
shares
|
$400,364
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
4,022
shares
|
$398,580
0.01% of portfolio
|
Q1 2025
Added 39.7%
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
4,020
shares
|
$398,382
0.24% of portfolio
|
Q3 2024
Added 33.11%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
4,015
shares
|
$397,886
0.19% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Yorktown Management & Research CO Inc
|
Apr 23, 2025 Q1 2025 |
4,000
shares
|
$396,400
0.47% of portfolio
|
Q3 2023
Reduced 56.04%
|
|
|
One68 Global Capital, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,000
shares
|
$396,400
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,980
shares
|
$394,418
0.0% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,964
shares
|
$392,832
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
3,950
shares
|
$391,445
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
3,916
shares
|
$388,075
0.02% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
3,863
shares
|
$382,823
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
3,860
shares
|
$382,526
0.01% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
3,841
shares
|
$380,643
0.03% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
3,838
shares
|
$380,345
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
3,829
shares
|
$379,453
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
3,818
shares
|
$378,363
0.02% of portfolio
|
Q1 2025
Reduced 27.55%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
3,804
shares
|
$376,976
0.19% of portfolio
|
Q1 2024
Closed
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
3,783
shares
|
$374,895
0.06% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
3,725
shares
|
$369,147
0.09% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
3,698
shares
|
$366,471
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,679
shares
|
$364,588
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,624
shares
|
$359,138
0.01% of portfolio
|
Q3 2022
New holding
|