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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,808
shares
|
$569,122
0.03% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,796
shares
|
$567,702
0.08% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,680
shares
|
$553,971
0.03% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,638
shares
|
$549,000
0.0% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
4,614
shares
|
$546,159
0.05% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
4,611
shares
|
$545,804
0.08% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
4,609
shares
|
$545,567
0.01% of portfolio
|
Q3 2025
Added 17.4%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,588
shares
|
$543,081
0.29% of portfolio
|
Q2 2023
Added 24.64%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
4,585
shares
|
$542,726
0.61% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
4,574
shares
|
$541,424
0.09% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
4,530
shares
|
$536,216
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,526
shares
|
$535,742
0.03% of portfolio
|
Q3 2025
Added 49.92%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
4,513
shares
|
$534,203
0.18% of portfolio
|
Q3 2025
Added 28.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
4,497
shares
|
$532,309
0.0% of portfolio
|
Q3 2025
Reduced 47.26%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
4,469
shares
|
$528,995
0.18% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
4,439
shares
|
$525,444
0.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 29, 2025 Q3 2025 |
4,398
shares
|
$520,591
0.02% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
4,394
shares
|
$520,117
0.03% of portfolio
|
Q3 2025
Added 56.26%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
4,316
shares
|
$510,884
0.0% of portfolio
|
Q4 2024
Reduced 35.6%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
4,302
shares
|
$509,227
0.02% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,280
shares
|
$506,623
0.01% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
4,265
shares
|
$504,848
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
4,258
shares
|
$504,019
0.0% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
4,133
shares
|
$489,223
0.06% of portfolio
|
Q2 2025
Added 24.83%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
4,128
shares
|
$488,631
0.1% of portfolio
|
Q3 2025
New holding
|
|