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 $26.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,058
shares
|
$145,051
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,005
shares
|
$137,785
0.01% of portfolio
|
Q2 2025
Reduced 40.85%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
961
shares
|
$131,753
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
947
shares
|
$129,833
0.07% of portfolio
|
Q2 2024
Reduced 36.23%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
935
shares
|
$128,188
0.03% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
934
shares
|
$128,051
0.02% of portfolio
|
Q2 2025
Added 63.57%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
922
shares
|
$126,406
0.0% of portfolio
|
Q2 2025
Added 102.19%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
857
shares
|
$117,494
0.06% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
822
shares
|
$112,696
0.03% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
782
shares
|
$107,212
0.0% of portfolio
|
Q4 2023
Added 8588.89%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
759
shares
|
$104,058
0.01% of portfolio
|
Q1 2025
Added 52.41%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
754
shares
|
$103,373
0.01% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
729
shares
|
$99,945
0.0% of portfolio
|
Q2 2020
Reduced 2.02%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
718
shares
|
$98,437
0.04% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
711
shares
|
$97,478
0.0% of portfolio
|
Q1 2025
Reduced 89.56%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
653
shares
|
$89,526
0.01% of portfolio
|
Q2 2025
Reduced 93.73%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
637
shares
|
$87,332
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
636
shares
|
$87,195
0.01% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
632
shares
|
$86,647
0.02% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
624
shares
|
$85,550
0.04% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
609
shares
|
$83,493
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
596
shares
|
$81,711
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
587
shares
|
$80,477
0.04% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
587
shares
|
$80,477
0.0% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
580
shares
|
$79,518
0.04% of portfolio
|
Q2 2025
Added 17.89%
|