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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
122
shares
|
$16,726
0.0% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
122
shares
|
$16,726
0.0% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
121
shares
|
$16,589
0.0% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
120
shares
|
$16,452
0.0% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
120
shares
|
$16,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
113
shares
|
$15,492
0.0% of portfolio
|
Q1 2024
Reduced 3.42%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
108
shares
|
$14,806
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
106
shares
|
$14,532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
106
shares
|
$14,532
0.0% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
106
shares
|
$14,532
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
102
shares
|
$13,984
0.0% of portfolio
|
Q2 2025
Reduced 86.53%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
101
shares
|
$13,847
0.0% of portfolio
|
Q3 2024
Reduced 52.8%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
97
shares
|
$13,298
0.0% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
97
shares
|
$13,298
0.01% of portfolio
|
Q2 2025
Reduced 27.61%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
89
shares
|
$12,201
0.01% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
85
shares
|
$11,653
0.0% of portfolio
|
Q4 2024
Reduced 94.94%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
84
shares
|
$11,516
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
80
shares
|
$10,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
79
shares
|
$10,830
0.0% of portfolio
|
Q2 2022
Added 38.6%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
79
shares
|
$10,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
76
shares
|
$10,419
0.0% of portfolio
|
Q2 2025
Reduced 78.22%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
76
shares
|
$10,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
75
shares
|
$10,282
0.0% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
73
shares
|
$10,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
71
shares
|
$9,734
0.0% of portfolio
|
Q2 2025
Reduced 14.46%
|