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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
12
shares
|
$1,645
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
12
shares
|
$1,645
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
11
shares
|
$1,508
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
11
shares
|
$1,508
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
11
shares
|
$1,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
10
shares
|
$1,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
10
shares
|
$1,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
10
shares
|
$1,371
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
9
shares
|
$1,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
9
shares
|
$1,233
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
9
shares
|
$1,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8
shares
|
$1,096
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
8
shares
|
$1,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
8
shares
|
$1,096
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7
shares
|
$959
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
7
shares
|
$959
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
7
shares
|
$959
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
6
shares
|
$822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
6
shares
|
$822
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$685
0.0% of portfolio
|
Q2 2025
Reduced 77.27%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
5
shares
|
$685
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
5
shares
|
$685
0.0% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
5
shares
|
$685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4
shares
|
$548
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4
shares
|
$548
0.0% of portfolio
|
Q4 2024
New holding
|