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 |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,937
shares
|
$396,025
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,932
shares
|
$395,350
0.0% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
2,906
shares
|
$391,845
0.01% of portfolio
|
Q2 2025
Reduced 85.54%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
2,900
shares
|
$391,036
0.14% of portfolio
|
Q1 2024
Reduced 9.38%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
2,897
shares
|
$390,631
0.03% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,875
shares
|
$387,665
0.01% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
2,864
shares
|
$386,181
0.0% of portfolio
|
Q2 2025
Added 18.84%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
2,837
shares
|
$382,541
0.22% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
2,828
shares
|
$381,327
0.22% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
2,815
shares
|
$379,574
0.01% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,812
shares
|
$379,170
0.03% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,806
shares
|
$378,361
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,805
shares
|
$378,226
0.01% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
2,802
shares
|
$377,821
0.02% of portfolio
|
Q2 2025
Added 17.09%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,698
shares
|
$363,798
0.01% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
2,677
shares
|
$360,966
0.03% of portfolio
|
Q2 2025
Reduced 88.87%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,675
shares
|
$360,697
0.02% of portfolio
|
Q2 2025
Reduced 71.51%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
2,674
shares
|
$360,562
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
2,667
shares
|
$359,618
0.0% of portfolio
|
Q2 2025
Reduced 16.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
2,633
shares
|
$355,033
0.01% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
2,622
shares
|
$353,550
0.03% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,617
shares
|
$352,876
0.01% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,615
shares
|
$352,606
0.0% of portfolio
|
Q2 2025
Reduced 91.01%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
2,602
shares
|
$350,853
0.03% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,598
shares
|
$350,314
0.05% of portfolio
|
Q2 2025
Reduced 0.73%
|