Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,080 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
16,120
shares
|
$1.71 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
16,038
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
15,890
shares
|
$1.68 Million
0.09% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
15,817
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2024
Reduced 31.19%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
15,775
shares
|
$1.67 Million
1.14% of portfolio
|
Q2 2024
Reduced 31.16%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
15,550
shares
|
$1.65 Million
2.98% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
15,444
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
15,360
shares
|
$1.63 Million
0.6% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
15,242
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
15,224
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
15,172
shares
|
$1.61 Million
0.13% of portfolio
|
Q3 2023
Reduced 0.64%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
14,797
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2024
Added 67.75%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
14,750
shares
|
$1.56 Million
0.45% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,734
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.67%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,693
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
14,690
shares
|
$1.56 Million
0.57% of portfolio
|
Q1 2024
Reduced 36.3%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
14,671
shares
|
$1.55 Million
0.17% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14,643
shares
|
$1.55 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
14,480
shares
|
$1.53 Million
0.54% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
14,310
shares
|
$1.51 Million
0.69% of portfolio
|
Q3 2024
Reduced 43.41%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
14,274
shares
|
$1.51 Million
0.91% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
14,261
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
14,185
shares
|
$1.5 Million
0.24% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
14,135
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
13,915
shares
|
$1.47 Million
0.3% of portfolio
|
Q4 2024
Added 1.93%
|