Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,137 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 |
|---|---|---|---|---|---|
|
Myriad Asset Management Us LP
|
Oct 30, 2025 Q3 2025 |
8,826
shares
|
$1.04 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
8,815
shares
|
$1.04 Million
0.19% of portfolio
|
Q3 2025
Reduced 17.99%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,792
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
8,761
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 99.2%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
8,745
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2025
Added 53.72%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
8,692
shares
|
$1.03 Million
0.38% of portfolio
|
Q3 2025
Reduced 86.68%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
8,602
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
8,594
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
8,591
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
8,494
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
8,485
shares
|
$1 Million
0.11% of portfolio
|
Q3 2025
Reduced 53.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,439
shares
|
$998,924
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
8,393
shares
|
$993,479
0.01% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
8,329
shares
|
$985,903
0.59% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
8,255
shares
|
$977,144
0.46% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
8,255
shares
|
$977,144
0.12% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,250
shares
|
$976,552
0.0% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
8,121
shares
|
$961,282
0.06% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
8,111
shares
|
$960,099
0.01% of portfolio
|
Q3 2025
Added 34.8%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,071
shares
|
$955,364
0.1% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
8,065
shares
|
$954,654
0.05% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
7,954
shares
|
$941,514
0.41% of portfolio
|
Q3 2025
Reduced 36.42%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,912
shares
|
$936,543
0.08% of portfolio
|
Q3 2025
Added 723.31%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,868
shares
|
$931,335
0.01% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
7,865
shares
|
$930,980
0.11% of portfolio
|
Q3 2025
New holding
|
|