Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,135 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 |
|---|---|---|---|---|---|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
2,161
shares
|
$255,797
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,145
shares
|
$253,903
0.01% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,141
shares
|
$253,430
0.0% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,140
shares
|
$253,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
2,130
shares
|
$252,128
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
2,129
shares
|
$252,009
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
2,121
shares
|
$251,062
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,116
shares
|
$250,470
0.02% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
2,105
shares
|
$249,168
0.08% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,093
shares
|
$247,748
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Edmp, Inc.
|
Oct 21, 2025 Q3 2025 |
2,091
shares
|
$247,511
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,091
shares
|
$247,511
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
2,075
shares
|
$245,617
0.1% of portfolio
|
Q3 2025
Added 45.92%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
2,070
shares
|
$245,025
0.08% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
2,069
shares
|
$244,907
0.25% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
2,065
shares
|
$244,434
0.09% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,059
shares
|
$243,723
0.14% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
2,035
shares
|
$240,882
0.02% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
2,024
shares
|
$239,580
0.01% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
2,019
shares
|
$238,989
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,019
shares
|
$238,989
0.02% of portfolio
|
Q3 2025
Added 57.73%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,016
shares
|
$238,633
0.0% of portfolio
|
Q3 2025
Reduced 22.91%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
1,988
shares
|
$235,319
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
1,978
shares
|
$234,135
0.21% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
1,976
shares
|
$233,899
0.04% of portfolio
|
Q2 2025
Reduced 4.49%
|
|