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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
76
shares
|
$8,305
0.0% of portfolio
|
Q2 2025
Reduced 78.22%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
76
shares
|
$8,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
74
shares
|
$8,086
0.0% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
73
shares
|
$7,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
70
shares
|
$7,649
0.0% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
70
shares
|
$7,649
0.0% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
69
shares
|
$7,540
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
68
shares
|
$7,431
0.0% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
66
shares
|
$7,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
66
shares
|
$7,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
63
shares
|
$6,884
0.01% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
60
shares
|
$6,556
0.0% of portfolio
|
Q1 2025
Reduced 93.71%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
60
shares
|
$6,556
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
59
shares
|
$6,447
0.0% of portfolio
|
Q4 2024
Reduced 65.09%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
58
shares
|
$6,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
57
shares
|
$6,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
57
shares
|
$6,228
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
56
shares
|
$6,119
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
56
shares
|
$6,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
55
shares
|
$6,010
0.0% of portfolio
|
Q1 2025
Added 71.88%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
55
shares
|
$6,010
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
54
shares
|
$5,901
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
54
shares
|
$5,901
0.0% of portfolio
|
Q1 2025
Added 237.5%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
53
shares
|
$5,791
0.0% of portfolio
|
Q1 2022
Reduced 11.67%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
53
shares
|
$5,791
0.0% of portfolio
|
Q1 2024
Reduced 10.17%
|