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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
2,269
shares
|
$247,956
0.04% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
2,259
shares
|
$246,863
0.02% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
2,248
shares
|
$245,661
0.02% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
2,246
shares
|
$245,442
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,241
shares
|
$244,896
0.05% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,229
shares
|
$243,585
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
2,224
shares
|
$243,038
0.0% of portfolio
|
Q1 2025
Reduced 39.55%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
2,224
shares
|
$243,038
0.04% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,207
shares
|
$241,180
0.13% of portfolio
|
Q1 2025
Reduced 59.74%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,200
shares
|
$240,416
0.04% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
2,185
shares
|
$238,776
0.01% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,161
shares
|
$236,154
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,158
shares
|
$235,826
0.01% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
2,154
shares
|
$235,389
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
2,153
shares
|
$235,279
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,140
shares
|
$233,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
2,127
shares
|
$232,438
0.03% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,127
shares
|
$232,438
0.02% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,125
shares
|
$232,220
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
2,122
shares
|
$231,892
0.1% of portfolio
|
Q1 2025
Reduced 46.67%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
2,121
shares
|
$231,782
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
2,102
shares
|
$229,706
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edmp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,091
shares
|
$228,504
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,080
shares
|
$227,302
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,076
shares
|
$226,865
0.01% of portfolio
|
Q2 2025
Added 0.48%
|