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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,985
shares
|
$537,337
0.01% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
3,978
shares
|
$536,393
0.02% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
3,975
shares
|
$535,989
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
3,950
shares
|
$532,618
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
3,937
shares
|
$530,865
0.14% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
3,926
shares
|
$529,381
0.01% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Legal Advantage Investments, Inc.
|
Jul 25, 2025 Q2 2025 |
3,920
shares
|
$528,572
0.21% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
3,900
shares
|
$525,876
0.14% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,895
shares
|
$525,201
0.08% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
3,865
shares
|
$521,156
0.01% of portfolio
|
Q2 2025
Added 53.01%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
3,863
shares
|
$520,886
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,858
shares
|
$520,212
0.18% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
3,839
shares
|
$517,650
0.04% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
3,838
shares
|
$517,515
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
3,804
shares
|
$512,931
0.05% of portfolio
|
Q1 2024
Closed
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,763
shares
|
$507,402
0.01% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
3,751
shares
|
$505,784
0.06% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
3,666
shares
|
$494,323
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,639
shares
|
$490,682
0.0% of portfolio
|
Q2 2025
Reduced 96.91%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,633
shares
|
$489,873
0.04% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,630
shares
|
$489,469
0.01% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
3,629
shares
|
$489,334
0.12% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,624
shares
|
$488,660
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,623
shares
|
$488,525
0.01% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,586
shares
|
$483,536
0.0% of portfolio
|
Q2 2025
Added 40.13%
|