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 |
|---|---|---|---|---|---|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
624
shares
|
$73,862
0.05% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
601
shares
|
$71,140
0.03% of portfolio
|
Q3 2025
Added 690.79%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
598
shares
|
$70,785
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
589
shares
|
$69,719
0.0% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
580
shares
|
$68,654
0.04% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
572
shares
|
$67,707
0.05% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
569
shares
|
$67,352
0.02% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
563
shares
|
$66,642
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
519
shares
|
$61,434
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
516
shares
|
$61,078
0.04% of portfolio
|
Q3 2024
Reduced 14.85%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
503
shares
|
$59,540
0.0% of portfolio
|
Q3 2025
Added 170.43%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
500
shares
|
$59,185
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
500
shares
|
$59,185
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
496
shares
|
$58,711
0.01% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
477
shares
|
$56,462
0.03% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
472
shares
|
$55,870
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
468
shares
|
$55,397
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
465
shares
|
$55,042
0.0% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
450
shares
|
$53,266
0.0% of portfolio
|
Q3 2025
Reduced 67.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
440
shares
|
$52,082
0.01% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
434
shares
|
$51,372
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
431
shares
|
$51,017
0.04% of portfolio
|
Q3 2025
Reduced 32.34%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
426
shares
|
$50,425
0.03% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
420
shares
|
$49,715
0.03% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
412
shares
|
$48,768
0.01% of portfolio
|
Q3 2025
Reduced 8.65%
|
|