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 |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
3,783
shares
|
$413,406
0.06% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
3,725
shares
|
$407,068
0.09% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,679
shares
|
$402,041
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,633
shares
|
$397,014
0.04% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,630
shares
|
$396,686
0.01% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,624
shares
|
$396,030
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
3,616
shares
|
$395,156
0.01% of portfolio
|
Q4 2024
Added 33.43%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,584
shares
|
$391,659
0.04% of portfolio
|
Q1 2025
Added 18.36%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
3,569
shares
|
$390,020
0.02% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,567
shares
|
$389,801
0.06% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
3,557
shares
|
$388,708
0.01% of portfolio
|
Q1 2025
Reduced 70.47%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
3,548
shares
|
$387,725
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
3,544
shares
|
$387,288
0.12% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
3,536
shares
|
$386,414
0.01% of portfolio
|
Q4 2024
Reduced 33.73%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,507
shares
|
$383,244
0.06% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,496
shares
|
$382,042
0.0% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
3,485
shares
|
$380,840
0.14% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
3,480
shares
|
$380,294
0.02% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,478
shares
|
$380,075
0.02% of portfolio
|
Q3 2023
Added 22.64%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
3,473
shares
|
$379,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
3,412
shares
|
$372,863
0.18% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
3,408
shares
|
$372,426
0.14% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,374
shares
|
$368,710
0.01% of portfolio
|
Q4 2023
Added 15.19%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,352
shares
|
$366,306
0.01% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,328
shares
|
$363,683
0.02% of portfolio
|
Q3 2022
Reduced 23.39%
|