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 |
|---|---|---|---|---|---|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
553
shares
|
$75,816
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
549
shares
|
$75,267
0.0% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
544
shares
|
$74,582
0.02% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
533
shares
|
$73,074
0.01% of portfolio
|
Q2 2025
Added 188.11%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
516
shares
|
$70,743
0.03% of portfolio
|
Q3 2024
Reduced 14.85%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
500
shares
|
$68,550
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
500
shares
|
$68,550
0.01% of portfolio
|
Q3 2024
Added 7042.86%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
500
shares
|
$68,550
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
472
shares
|
$64,711
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
468
shares
|
$64,162
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
466
shares
|
$63,888
0.04% of portfolio
|
Q2 2025
Reduced 39.48%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
465
shares
|
$63,751
0.0% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
453
shares
|
$62,106
0.0% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
452
shares
|
$61,969
0.0% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
451
shares
|
$61,832
0.01% of portfolio
|
Q2 2025
Added 14.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
448
shares
|
$61,420
0.01% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
440
shares
|
$60,324
0.01% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
428
shares
|
$58,678
0.02% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
426
shares
|
$58,404
0.03% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
420
shares
|
$57,582
0.03% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
410
shares
|
$56,211
0.01% of portfolio
|
Q2 2021
Reduced 98.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
409
shares
|
$56,073
0.01% of portfolio
|
Q2 2025
Reduced 55.01%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
404
shares
|
$55,388
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
390
shares
|
$53,469
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
381
shares
|
$52,235
0.0% of portfolio
|
Q2 2025
Reduced 96.3%
|