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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,275
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
10,234
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,155
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
10,151
shares
|
$1.07 Million
0.25% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
10,142
shares
|
$1.07 Million
0.28% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
10,117
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
10,012
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.05%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
10,000
shares
|
$1.06 Million
0.88% of portfolio
|
Q3 2021
New holding
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
10,000
shares
|
$1.06 Million
0.14% of portfolio
|
Q3 2017
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,995
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
9,938
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
9,919
shares
|
$1.05 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
9,914
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
9,874
shares
|
$1.05 Million
0.13% of portfolio
|
Q4 2024
Added 24.86%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
9,868
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 21.33%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
9,735
shares
|
$1.03 Million
0.32% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,654
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,612
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
9,529
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
9,515
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 95.7%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Feb 04, 2025 Q4 2024 |
9,451
shares
|
$1 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
9,379
shares
|
$992,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,365
shares
|
$991,472
0.05% of portfolio
|
Q3 2024
Added 117.64%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
9,250
shares
|
$979,297
0.03% of portfolio
|
Q2 2022
Added 3.85%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
9,236
shares
|
$977,815
0.23% of portfolio
|
Q4 2024
Added 1.57%
|