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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
53
shares
|
$6,273
0.0% of portfolio
|
Q1 2022
Reduced 11.67%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
52
shares
|
$6,155
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
51
shares
|
$6,036
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
50
shares
|
$5,918
0.0% of portfolio
|
Q2 2025
Reduced 75.12%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
50
shares
|
$5,918
0.0% of portfolio
|
Q4 2025
Reduced 12.28%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
50
shares
|
$5,918
0.0% of portfolio
|
Q2 2025
Added 733.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
49
shares
|
$5,800
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
45
shares
|
$5,326
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
44
shares
|
$5,208
0.0% of portfolio
|
Q4 2022
Added 25.71%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
43
shares
|
$5,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
43
shares
|
$5,089
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
43
shares
|
$5,089
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
42
shares
|
$4,971
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
41
shares
|
$4,853
0.0% of portfolio
|
Q3 2025
Reduced 25.45%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
40
shares
|
$4,734
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
38
shares
|
$4,498
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
35
shares
|
$4,142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
35
shares
|
$4,142
0.0% of portfolio
|
Q3 2025
Reduced 65.69%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
32
shares
|
$3,787
0.0% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
31
shares
|
$3,669
0.0% of portfolio
|
Q2 2025
Added 244.44%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
31
shares
|
$3,669
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
30
shares
|
$3,551
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
29
shares
|
$3,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
28
shares
|
$3,314
0.0% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
26
shares
|
$3,077
0.0% of portfolio
|
Q2 2025
New holding
|
|