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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
36
shares
|
$4,935
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
35
shares
|
$4,798
0.0% of portfolio
|
Q2 2025
Reduced 42.62%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
35
shares
|
$4,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
32
shares
|
$4,387
0.0% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
31
shares
|
$4,250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
31
shares
|
$4,250
0.0% of portfolio
|
Q2 2025
Added 244.44%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
31
shares
|
$4,250
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
30
shares
|
$4,113
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
29
shares
|
$3,975
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
28
shares
|
$3,838
0.0% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
26
shares
|
$3,564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
26
shares
|
$3,564
0.0% of portfolio
|
Q2 2025
Reduced 43.48%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
22
shares
|
$3,016
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
22
shares
|
$3,016
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
21
shares
|
$2,879
0.0% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
20
shares
|
$2,742
0.0% of portfolio
|
Q2 2025
Reduced 99.32%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
20
shares
|
$2,742
0.0% of portfolio
|
Q2 2025
Reduced 64.29%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
20
shares
|
$2,742
0.0% of portfolio
|
Q2 2025
Reduced 58.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
16
shares
|
$2,193
0.0% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
15
shares
|
$2,056
0.0% of portfolio
|
Q2 2025
Reduced 70.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
15
shares
|
$2,056
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
14
shares
|
$1,919
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
13
shares
|
$1,782
0.0% of portfolio
|
Q2 2025
Reduced 78.33%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
13
shares
|
$1,782
0.0% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$1,782
0.0% of portfolio
|
Q2 2025
Added 30.0%
|