Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,080 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
374
shares
|
$39,595
0.0% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
360
shares
|
$38,113
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
334
shares
|
$35,360
0.0% of portfolio
|
Q1 2024
Reduced 16.29%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
322
shares
|
$34,090
0.01% of portfolio
|
Q4 2024
Added 74.05%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
319
shares
|
$33,772
0.0% of portfolio
|
Q4 2023
Reduced 34.9%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$31,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
300
shares
|
$31,761
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
292
shares
|
$30,914
0.03% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
285
shares
|
$30,172
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
280
shares
|
$29,643
0.0% of portfolio
|
Q4 2023
Reduced 34.58%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
271
shares
|
$28,690
0.01% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
266
shares
|
$28,161
0.0% of portfolio
|
Q3 2024
Added 27.88%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
265
shares
|
$28,055
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
263
shares
|
$27,843
0.01% of portfolio
|
Q3 2023
Added 16.89%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
261
shares
|
$27,632
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
245
shares
|
$25,938
0.0% of portfolio
|
Q3 2024
Added 21.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
244
shares
|
$25,832
0.0% of portfolio
|
Q3 2024
Added 397.96%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
219
shares
|
$23,185
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
212
shares
|
$22,444
0.0% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
211
shares
|
$22,338
0.0% of portfolio
|
Q3 2023
Added 0.48%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
210
shares
|
$22,232
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
205
shares
|
$21,703
0.0% of portfolio
|
Q4 2024
Reduced 12.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
203
shares
|
$21,491
0.0% of portfolio
|
Q2 2023
Added 198.53%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
191
shares
|
$20,221
0.0% of portfolio
|
Q4 2024
Added 29.05%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
189
shares
|
$20,009
0.0% of portfolio
|
Q4 2024
New holding
|