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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
705
shares
|
$77,042
0.0% of portfolio
|
Q1 2025
Added 346.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
664
shares
|
$72,561
0.0% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
637
shares
|
$69,611
0.01% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
637
shares
|
$69,611
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
632
shares
|
$69,064
0.02% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
624
shares
|
$68,190
0.04% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
620
shares
|
$67,753
0.01% of portfolio
|
Q1 2025
Reduced 41.45%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
571
shares
|
$62,398
0.01% of portfolio
|
Q1 2025
Added 43.83%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
570
shares
|
$62,289
0.02% of portfolio
|
Q1 2025
Reduced 80.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
560
shares
|
$61,196
0.01% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
549
shares
|
$59,994
0.0% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
527
shares
|
$57,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
516
shares
|
$56,388
0.03% of portfolio
|
Q3 2024
Reduced 14.85%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
516
shares
|
$56,388
0.04% of portfolio
|
Q1 2025
Reduced 17.04%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
509
shares
|
$55,623
0.01% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
500
shares
|
$54,640
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
500
shares
|
$54,640
0.02% of portfolio
|
Q3 2024
Added 7042.86%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
500
shares
|
$54,640
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
492
shares
|
$53,765
0.03% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
487
shares
|
$53,219
0.02% of portfolio
|
Q3 2024
Reduced 55.24%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
480
shares
|
$52,454
0.01% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
472
shares
|
$51,580
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
470
shares
|
$51,361
0.01% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
466
shares
|
$50,924
0.04% of portfolio
|
Q2 2025
Reduced 39.48%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
465
shares
|
$50,815
0.0% of portfolio
|
Q2 2025
Reduced 12.1%
|