Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,131 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 |
|---|---|---|---|---|---|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
22
shares
|
$2,604
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
22
shares
|
$2,604
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
22
shares
|
$2,604
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
22
shares
|
$2,604
0.0% of portfolio
|
Q4 2025
Added 4.76%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
21
shares
|
$2,485
0.0% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
20
shares
|
$2,367
0.0% of portfolio
|
Q2 2025
Reduced 64.29%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
20
shares
|
$2,367
0.0% of portfolio
|
Q2 2025
Reduced 58.33%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
17
shares
|
$2,012
0.0% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
16
shares
|
$1,893
0.0% of portfolio
|
Q3 2025
Added 77.78%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
16
shares
|
$1,893
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
15
shares
|
$1,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
15
shares
|
$1,775
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
14
shares
|
$1,657
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
14
shares
|
$1,657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
13
shares
|
$1,538
0.0% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
13
shares
|
$1,538
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$1,538
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
12
shares
|
$1,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
12
shares
|
$1,420
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
12
shares
|
$1,420
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
12
shares
|
$1,420
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
11
shares
|
$1,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
11
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
10
shares
|
$1,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
10
shares
|
$1,183
0.0% of portfolio
|
Q3 2025
New holding
|
|