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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
3,569
shares
|
$481,243
0.02% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,567
shares
|
$480,974
0.06% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,560
shares
|
$480,030
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
3,536
shares
|
$476,794
0.01% of portfolio
|
Q4 2024
Reduced 33.73%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
3,517
shares
|
$474,232
0.16% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
3,513
shares
|
$473,692
0.13% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,509
shares
|
$473,153
0.01% of portfolio
|
Q2 2025
Added 21.67%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,507
shares
|
$472,883
0.06% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,506
shares
|
$472,749
0.0% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,493
shares
|
$470,996
0.0% of portfolio
|
Q2 2025
Reduced 69.06%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,478
shares
|
$468,973
0.02% of portfolio
|
Q3 2023
Added 22.64%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
3,469
shares
|
$467,759
0.13% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
3,432
shares
|
$462,770
0.0% of portfolio
|
Q2 2025
Added 20.17%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
3,425
shares
|
$461,827
0.02% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
3,424
shares
|
$461,692
0.01% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,374
shares
|
$454,950
0.01% of portfolio
|
Q4 2023
Added 15.19%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,374
shares
|
$454,950
0.01% of portfolio
|
Q2 2025
Reduced 20.78%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,328
shares
|
$448,747
0.02% of portfolio
|
Q3 2022
Reduced 23.39%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,322
shares
|
$447,938
0.03% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,306
shares
|
$445,781
0.01% of portfolio
|
Q2 2025
Reduced 40.55%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
3,284
shares
|
$442,814
0.0% of portfolio
|
Q2 2025
Reduced 90.59%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
3,277
shares
|
$441,870
0.17% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,268
shares
|
$440,657
0.01% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,225
shares
|
$434,859
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
3,218
shares
|
$433,915
0.03% of portfolio
|
Q2 2025
Added 18.09%
|