Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,135 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
11
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
10
shares
|
$1,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
10
shares
|
$1,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
10
shares
|
$1,183
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
9
shares
|
$1,065
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8
shares
|
$946
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
8
shares
|
$946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
8
shares
|
$946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7
shares
|
$828
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
7
shares
|
$828
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
7
shares
|
$828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
7
shares
|
$828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
6
shares
|
$710
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
6
shares
|
$710
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
6
shares
|
$710
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
5
shares
|
$591
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
5
shares
|
$591
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
5
shares
|
$591
0.0% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
5
shares
|
$591
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
5
shares
|
$591
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4
shares
|
$473
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
4
shares
|
$473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
4
shares
|
$473
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
4
shares
|
$473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
4
shares
|
$473
0.0% of portfolio
|
Q3 2025
New holding
|
|