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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,322
shares
|
$363,028
0.03% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,321
shares
|
$362,918
0.0% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
3,311
shares
|
$361,826
0.05% of portfolio
|
Q1 2025
Added 30.77%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,300
shares
|
$360,624
0.01% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,242
shares
|
$354,285
0.01% of portfolio
|
Q4 2024
Added 18.67%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,225
shares
|
$352,428
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,168
shares
|
$346,199
0.01% of portfolio
|
Q2 2025
Added 25.52%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,160
shares
|
$345,324
0.01% of portfolio
|
Q1 2025
Reduced 65.16%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
3,160
shares
|
$345,324
0.3% of portfolio
|
Q2 2025
Reduced 54.02%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
3,140
shares
|
$343,139
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
3,125
shares
|
$341,500
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
3,110
shares
|
$339,860
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,109
shares
|
$339,751
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,108
shares
|
$339,642
0.01% of portfolio
|
Q1 2025
Added 23.58%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
3,088
shares
|
$337,456
0.03% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,071
shares
|
$335,598
0.01% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
3,071
shares
|
$335,598
0.0% of portfolio
|
Q1 2025
Reduced 84.3%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,058
shares
|
$334,178
0.39% of portfolio
|
Q3 2023
Reduced 10.01%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
3,057
shares
|
$334,068
0.14% of portfolio
|
Q1 2024
Added 10.88%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
3,054
shares
|
$333,741
0.37% of portfolio
|
Q4 2023
Reduced 14.76%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
3,049
shares
|
$333,194
0.01% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
3,044
shares
|
$332,648
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
3,040
shares
|
$332,211
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
3,027
shares
|
$330,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
3,019
shares
|
$329,916
0.02% of portfolio
|
Q2 2025
Reduced 0.79%
|