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 |
|---|---|---|---|---|---|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
4,106
shares
|
$486,027
0.45% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,080
shares
|
$482,949
0.0% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
4,074
shares
|
$482,239
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
4,051
shares
|
$479,516
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
4,035
shares
|
$477,622
0.04% of portfolio
|
Q3 2025
Reduced 20.82%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 29, 2025 Q3 2025 |
4,000
shares
|
$473,480
0.46% of portfolio
|
Q3 2023
Reduced 56.04%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
3,992
shares
|
$472,533
0.14% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
3,965
shares
|
$469,337
0.03% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
3,958
shares
|
$468,508
0.16% of portfolio
|
Q3 2025
Added 26.17%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
3,950
shares
|
$467,561
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,942
shares
|
$466,614
0.1% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
3,923
shares
|
$464,365
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Legal Advantage Investments, Inc.
|
Oct 20, 2025 Q3 2025 |
3,920
shares
|
$464,010
0.25% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
3,912
shares
|
$463,063
0.21% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
3,878
shares
|
$459,038
0.04% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
3,876
shares
|
$458,802
0.03% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
3,875
shares
|
$458,683
0.01% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,863
shares
|
$457,263
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,851
shares
|
$455,842
0.0% of portfolio
|
Q3 2025
Reduced 35.8%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
3,833
shares
|
$453,712
0.01% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
3,830
shares
|
$453,357
0.1% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,827
shares
|
$453,001
0.07% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
3,776
shares
|
$446,965
0.01% of portfolio
|
Q3 2025
Added 533.56%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,763
shares
|
$445,426
0.01% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
3,731
shares
|
$441,638
0.01% of portfolio
|
Q3 2025
Added 5.51%
|
|