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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
52
shares
|
$5,682
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
51
shares
|
$5,573
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
50
shares
|
$5,464
0.0% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
50
shares
|
$5,464
0.0% of portfolio
|
Q2 2025
Added 733.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
49
shares
|
$5,354
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
46
shares
|
$5,026
0.0% of portfolio
|
Q1 2025
Reduced 97.57%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
44
shares
|
$4,808
0.0% of portfolio
|
Q4 2022
Added 25.71%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
44
shares
|
$4,808
0.0% of portfolio
|
Q4 2024
Reduced 54.64%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
43
shares
|
$4,699
0.0% of portfolio
|
Q1 2025
Reduced 37.68%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
40
shares
|
$4,371
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
36
shares
|
$3,934
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
35
shares
|
$3,824
0.0% of portfolio
|
Q2 2025
Reduced 42.62%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
35
shares
|
$3,824
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
32
shares
|
$3,496
0.0% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
31
shares
|
$3,387
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
29
shares
|
$3,169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
28
shares
|
$3,059
0.0% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
27
shares
|
$2,950
0.01% of portfolio
|
Q1 2025
Reduced 82.91%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
26
shares
|
$2,841
0.0% of portfolio
|
Q2 2025
Reduced 43.48%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
24
shares
|
$2,622
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
22
shares
|
$2,404
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
22
shares
|
$2,404
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
22
shares
|
$2,404
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
21
shares
|
$2,294
0.0% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
20
shares
|
$2,185
0.0% of portfolio
|
Q2 2025
Reduced 58.33%
|