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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
82
shares
|
$9,706
0.0% of portfolio
|
Q3 2025
Reduced 81.7%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
80
shares
|
$9,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
79
shares
|
$9,351
0.0% of portfolio
|
Q2 2022
Added 38.6%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
79
shares
|
$9,351
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
77
shares
|
$9,114
0.0% of portfolio
|
Q3 2025
Reduced 97.15%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
77
shares
|
$9,114
0.0% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
76
shares
|
$8,996
0.0% of portfolio
|
Q2 2025
Reduced 78.22%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
74
shares
|
$8,759
0.0% of portfolio
|
Q4 2025
Reduced 41.27%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
71
shares
|
$8,404
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
69
shares
|
$8,167
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
68
shares
|
$8,049
0.0% of portfolio
|
Q3 2025
Added 2166.67%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
67
shares
|
$7,930
0.0% of portfolio
|
Q3 2025
Reduced 69.12%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
66
shares
|
$7,812
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
64
shares
|
$7,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
64
shares
|
$7,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
62
shares
|
$7,338
0.0% of portfolio
|
Q2 2025
Reduced 87.08%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
62
shares
|
$7,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
62
shares
|
$7,338
0.0% of portfolio
|
Q3 2025
Added 77.14%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
61
shares
|
$7,220
0.0% of portfolio
|
Q3 2025
Reduced 16.44%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
61
shares
|
$7,220
0.0% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
60
shares
|
$7,102
0.0% of portfolio
|
Q1 2025
Reduced 93.71%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
59
shares
|
$6,983
0.0% of portfolio
|
Q4 2024
Reduced 65.09%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
58
shares
|
$6,865
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
57
shares
|
$6,747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
55
shares
|
$6,510
0.0% of portfolio
|
Q1 2025
Added 71.88%
|
|