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 |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
100
shares
|
$10,587
0.01% of portfolio
|
Q4 2024
Reduced 98.95%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
100
shares
|
$10,587
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
99
shares
|
$10,481
0.0% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
97
shares
|
$10,269
0.0% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
87
shares
|
$9,210
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
86
shares
|
$9,104
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
85
shares
|
$8,998
0.0% of portfolio
|
Q4 2024
Reduced 94.94%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
79
shares
|
$8,363
0.0% of portfolio
|
Q2 2022
Added 38.6%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
74
shares
|
$7,834
0.0% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
71
shares
|
$7,516
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
69
shares
|
$7,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
69
shares
|
$7,305
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
58
shares
|
$6,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
57
shares
|
$6,034
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
57
shares
|
$6,034
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
56
shares
|
$5,928
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
56
shares
|
$5,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
54
shares
|
$5,716
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
54
shares
|
$5,716
0.0% of portfolio
|
Q4 2024
Added 35.0%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
53
shares
|
$5,611
0.0% of portfolio
|
Q4 2024
Reduced 47.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
53
shares
|
$5,611
0.0% of portfolio
|
Q1 2022
Reduced 11.67%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
53
shares
|
$5,611
0.0% of portfolio
|
Q1 2024
Reduced 10.17%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
52
shares
|
$5,505
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
51
shares
|
$5,399
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
51
shares
|
$5,399
0.0% of portfolio
|
Q4 2024
Reduced 26.09%
|