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 |
|---|---|---|---|---|---|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,059
shares
|
$225,007
0.14% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,045
shares
|
$223,477
0.06% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
2,035
shares
|
$222,384
0.02% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
2,019
shares
|
$220,636
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
2,000
shares
|
$218,560
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,998
shares
|
$218,341
0.01% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,990
shares
|
$217,467
0.01% of portfolio
|
Q1 2025
Reduced 88.53%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
1,976
shares
|
$215,937
0.04% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,945
shares
|
$212,549
0.0% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,913
shares
|
$209,052
0.04% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,856
shares
|
$202,823
0.01% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,854
shares
|
$202,605
0.05% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,841
shares
|
$201,184
0.01% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,807
shares
|
$197,468
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,803
shares
|
$197,031
0.04% of portfolio
|
Q1 2025
Added 48.15%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,778
shares
|
$194,299
0.03% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,734
shares
|
$189,491
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,711
shares
|
$186,978
0.02% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,699
shares
|
$185,666
0.02% of portfolio
|
Q1 2025
Reduced 43.48%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,656
shares
|
$180,967
0.0% of portfolio
|
Q3 2024
Reduced 37.58%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,629
shares
|
$178,017
0.07% of portfolio
|
Q1 2025
Reduced 35.56%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,627
shares
|
$177,798
0.11% of portfolio
|
Q1 2025
Added 55.54%
|
|
|
First Eagle Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,614
shares
|
$176,377
0.0% of portfolio
|
Q1 2025
Reduced 43.15%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,583
shares
|
$172,990
0.18% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
1,550
shares
|
$169,384
0.05% of portfolio
|
Q1 2025
Reduced 0.45%
|