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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
409
shares
|
$48,413
0.01% of portfolio
|
Q2 2025
Reduced 55.01%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
407
shares
|
$48,176
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
404
shares
|
$47,821
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
396
shares
|
$46,874
0.01% of portfolio
|
Q3 2025
Added 1423.08%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
394
shares
|
$46,637
0.01% of portfolio
|
Q4 2025
Reduced 3.9%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
336
shares
|
$39,772
0.01% of portfolio
|
Q4 2025
Reduced 5.62%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
334
shares
|
$39,535
0.0% of portfolio
|
Q1 2024
Reduced 16.29%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
330
shares
|
$39,062
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
320
shares
|
$37,878
0.01% of portfolio
|
Q3 2025
Reduced 74.92%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
319
shares
|
$37,760
0.0% of portfolio
|
Q4 2023
Reduced 34.9%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
317
shares
|
$37,523
0.01% of portfolio
|
Q3 2025
Reduced 18.72%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
306
shares
|
$36,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
285
shares
|
$33,735
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
280
shares
|
$33,143
0.0% of portfolio
|
Q4 2023
Reduced 34.58%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
271
shares
|
$32,078
0.01% of portfolio
|
Q3 2025
Added 281.69%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
271
shares
|
$32,078
0.01% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
269
shares
|
$31,841
0.02% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
265
shares
|
$31,368
0.01% of portfolio
|
Q3 2025
Reduced 97.38%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
263
shares
|
$31,131
0.01% of portfolio
|
Q3 2023
Added 16.89%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
263
shares
|
$31,131
0.01% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
261
shares
|
$30,894
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
259
shares
|
$30,657
0.03% of portfolio
|
Q2 2025
Added 4.44%
|
|