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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,971
shares
|
$233,307
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
1,969
shares
|
$233,070
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
1,932
shares
|
$228,690
0.06% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
1,927
shares
|
$228,098
0.03% of portfolio
|
Q3 2025
Reduced 49.34%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,913
shares
|
$226,441
0.04% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
1,890
shares
|
$223,719
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,886
shares
|
$223,245
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
1,871
shares
|
$221,470
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,854
shares
|
$219,457
0.05% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
1,852
shares
|
$219,221
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
1,850
shares
|
$218,984
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,850
shares
|
$218,984
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,841
shares
|
$217,919
0.01% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
1,814
shares
|
$214,723
0.02% of portfolio
|
Q3 2025
Reduced 41.07%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,807
shares
|
$213,894
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,798
shares
|
$212,829
0.01% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,796
shares
|
$212,592
0.03% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,792
shares
|
$212,119
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,790
shares
|
$211,882
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,777
shares
|
$210,343
0.0% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
1,754
shares
|
$207,620
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
1,743
shares
|
$206,318
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,734
shares
|
$205,253
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
1,726
shares
|
$204,306
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
1,721
shares
|
$203,714
0.03% of portfolio
|
Q3 2025
New holding
|
|