Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,131 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 |
|---|---|---|---|---|---|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
3,711
shares
|
$439,271
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
3,707
shares
|
$438,797
0.2% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,700
shares
|
$437,969
0.02% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,676
shares
|
$435,128
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,624
shares
|
$428,972
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
3,608
shares
|
$427,078
0.01% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
3,597
shares
|
$425,776
0.28% of portfolio
|
Q3 2025
Reduced 63.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
3,594
shares
|
$425,421
0.01% of portfolio
|
Q4 2025
Added 33.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,586
shares
|
$424,474
0.0% of portfolio
|
Q2 2025
Added 40.13%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
3,579
shares
|
$423,646
0.06% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,560
shares
|
$421,397
0.1% of portfolio
|
Q3 2025
Added 79.53%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
3,544
shares
|
$419,503
0.02% of portfolio
|
Q3 2025
Reduced 36.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
3,506
shares
|
$415,005
0.01% of portfolio
|
Q3 2025
Added 33.16%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
3,494
shares
|
$413,584
0.0% of portfolio
|
Q3 2025
Added 22.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
3,493
shares
|
$413,466
0.01% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,478
shares
|
$411,690
0.02% of portfolio
|
Q3 2023
Added 22.64%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,476
shares
|
$411,454
0.01% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
3,464
shares
|
$410,033
0.16% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,452
shares
|
$408,613
0.03% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
3,449
shares
|
$408,258
0.02% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
3,421
shares
|
$404,943
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
3,416
shares
|
$404,351
0.0% of portfolio
|
Q3 2025
Reduced 69.18%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
3,393
shares
|
$401,629
0.01% of portfolio
|
Q3 2025
Reduced 25.98%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,386
shares
|
$400,800
0.02% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
3,382
shares
|
$400,327
0.09% of portfolio
|
Q3 2025
Added 10.2%
|
|