Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,136 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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,733
shares
|
$323,505
0.01% of portfolio
|
Q3 2025
Added 19.97%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,724
shares
|
$322,439
0.03% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
2,707
shares
|
$320,427
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
2,699
shares
|
$319,480
0.01% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
2,698
shares
|
$319,362
0.12% of portfolio
|
Q3 2025
Added 25.31%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
2,687
shares
|
$318,060
0.25% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
2,683
shares
|
$317,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
2,648
shares
|
$313,443
0.01% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,627
shares
|
$310,957
0.04% of portfolio
|
Q3 2025
Reduced 49.19%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
2,586
shares
|
$306,104
0.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,582
shares
|
$305,631
0.01% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
2,580
shares
|
$305,394
0.01% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,580
shares
|
$305,394
0.0% of portfolio
|
Q2 2024
Added 54.68%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
2,573
shares
|
$304,566
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,571
shares
|
$304,329
0.02% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,554
shares
|
$302,316
0.26% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
2,551
shares
|
$301,961
0.0% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,544
shares
|
$301,133
0.05% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
2,527
shares
|
$299,120
0.0% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,525
shares
|
$298,884
0.02% of portfolio
|
Q3 2025
Added 286.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
2,522
shares
|
$298,529
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,505
shares
|
$296,516
0.01% of portfolio
|
Q3 2025
Reduced 52.56%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,503
shares
|
$296,280
0.01% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
2,500
shares
|
$295,925
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
2,488
shares
|
$294,504
0.14% of portfolio
|
Q2 2025
Reduced 0.8%
|
|