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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
221
shares
|
$24,150
0.0% of portfolio
|
Q1 2025
Reduced 16.92%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
219
shares
|
$23,932
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
217
shares
|
$23,713
0.0% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
211
shares
|
$23,058
0.0% of portfolio
|
Q3 2023
Added 0.48%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
210
shares
|
$22,948
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
203
shares
|
$22,183
0.0% of portfolio
|
Q2 2023
Added 198.53%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
201
shares
|
$21,965
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
200
shares
|
$21,856
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
200
shares
|
$21,856
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
200
shares
|
$21,856
0.0% of portfolio
|
Q1 2025
Added 1438.46%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
197
shares
|
$21,528
0.0% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
186
shares
|
$20,326
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
185
shares
|
$20,216
0.0% of portfolio
|
Q1 2025
Added 62.28%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
171
shares
|
$18,686
0.0% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
171
shares
|
$18,686
0.01% of portfolio
|
Q2 2025
Reduced 46.89%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
169
shares
|
$18,468
0.01% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
150
shares
|
$16,392
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
150
shares
|
$16,392
0.01% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
150
shares
|
$16,392
0.01% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
149
shares
|
$16,282
0.01% of portfolio
|
Q4 2024
Added 52.04%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
146
shares
|
$15,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
142
shares
|
$15,517
0.0% of portfolio
|
Q2 2025
Reduced 93.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
141
shares
|
$15,408
0.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
140
shares
|
$15,299
0.0% of portfolio
|
Q2 2024
Reduced 6.04%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
140
shares
|
$15,299
0.0% of portfolio
|
Q2 2022
Reduced 24.73%
|