Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,088 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 $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
472
shares
|
$47,818
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
470
shares
|
$47,615
0.01% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
456
shares
|
$46,197
0.0% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
450
shares
|
$45,589
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
440
shares
|
$44,576
0.0% of portfolio
|
Q4 2023
Reduced 35.29%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
440
shares
|
$44,576
0.01% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
428
shares
|
$43,360
0.02% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
421
shares
|
$42,651
0.0% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
410
shares
|
$41,537
0.01% of portfolio
|
Q2 2021
Reduced 98.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
408
shares
|
$41,334
0.0% of portfolio
|
Q1 2025
Added 39.73%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
400
shares
|
$40,524
0.0% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
394
shares
|
$39,916
0.01% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
390
shares
|
$39,510
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
376
shares
|
$38,092
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
349
shares
|
$35,357
0.0% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
334
shares
|
$33,837
0.0% of portfolio
|
Q1 2024
Reduced 16.29%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
329
shares
|
$33,330
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
322
shares
|
$32,621
0.01% of portfolio
|
Q4 2024
Added 74.05%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
319
shares
|
$32,317
0.0% of portfolio
|
Q4 2023
Reduced 34.9%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
315
shares
|
$31,912
0.02% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
285
shares
|
$28,873
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
284
shares
|
$28,772
0.02% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
280
shares
|
$28,366
0.0% of portfolio
|
Q4 2023
Reduced 34.58%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
271
shares
|
$27,455
0.01% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
263
shares
|
$26,644
0.01% of portfolio
|
Q3 2023
Added 16.89%
|