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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
71
shares
|
$9,734
0.0% of portfolio
|
Q2 2025
Reduced 45.8%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
70
shares
|
$9,597
0.0% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
70
shares
|
$9,597
0.0% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
69
shares
|
$9,459
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
68
shares
|
$9,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
63
shares
|
$8,637
0.01% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
62
shares
|
$8,500
0.0% of portfolio
|
Q2 2025
Reduced 87.08%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
62
shares
|
$8,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
60
shares
|
$8,226
0.0% of portfolio
|
Q1 2025
Reduced 93.71%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
59
shares
|
$8,088
0.0% of portfolio
|
Q4 2024
Reduced 65.09%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
57
shares
|
$7,814
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
57
shares
|
$7,814
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
55
shares
|
$7,540
0.0% of portfolio
|
Q1 2025
Added 71.88%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
55
shares
|
$7,540
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
54
shares
|
$7,403
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
53
shares
|
$7,266
0.0% of portfolio
|
Q1 2022
Reduced 11.67%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
52
shares
|
$7,129
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
51
shares
|
$6,992
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
50
shares
|
$6,855
0.0% of portfolio
|
Q2 2025
Reduced 75.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
50
shares
|
$6,855
0.0% of portfolio
|
Q2 2025
Added 733.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
49
shares
|
$6,717
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
44
shares
|
$6,032
0.0% of portfolio
|
Q4 2022
Added 25.71%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
43
shares
|
$5,895
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
40
shares
|
$5,484
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
38
shares
|
$5,209
0.0% of portfolio
|
Q2 2025
Reduced 11.63%
|