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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
6,073
shares
|
$718,861
0.09% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
6,061
shares
|
$717,440
0.02% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
6,034
shares
|
$714,244
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
6,016
shares
|
$712,113
0.02% of portfolio
|
Q3 2025
Added 55.65%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
6,001
shares
|
$710,338
0.15% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Montgomery Investment Management Inc
|
Oct 17, 2025 Q3 2025 |
6,000
shares
|
$710,220
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
5,990
shares
|
$709,036
0.08% of portfolio
|
Q3 2025
Added 56.03%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,916
shares
|
$700,276
0.0% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
5,878
shares
|
$695,778
0.13% of portfolio
|
Q3 2025
Reduced 25.29%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
5,871
shares
|
$694,950
0.04% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
5,667
shares
|
$670,802
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,628
shares
|
$666,186
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,560
shares
|
$658,137
0.11% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
5,531
shares
|
$654,704
0.06% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
5,500
shares
|
$651,035
0.02% of portfolio
|
Q1 2021
Reduced 3.51%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,490
shares
|
$649,851
0.01% of portfolio
|
Q3 2024
Reduced 81.2%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
5,476
shares
|
$648,194
0.01% of portfolio
|
Q3 2025
Added 143.16%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,463
shares
|
$646,655
0.1% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
5,422
shares
|
$641,802
0.01% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
5,400
shares
|
$639,198
0.34% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,391
shares
|
$638,132
0.09% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,372
shares
|
$635,883
0.49% of portfolio
|
Q3 2025
Reduced 27.87%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
5,339
shares
|
$631,977
0.18% of portfolio
|
Q2 2025
Reduced 87.39%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
5,334
shares
|
$631,385
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
5,321
shares
|
$629,846
0.05% of portfolio
|
Q3 2025
Added 19.79%
|
|