PHM · Company research
Pultegroup, Inc. (PHM): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12169 | 1669645 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cogent Private Wealth, Inc. | 2078392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1581 | 216929 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kestra Investment Management, LLC | 1962449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3313 | 454558 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3015 | 413688 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avanza Fonder AB | 2035325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1344 | 184410 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54358 | 7458504 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15066 | 2067192 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 468 | 64 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95055 | 13042497 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crews Bank & Trust | 2052279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120 | 16465 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92644 | 12711684 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63 | 8644 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58034 | 7962845 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wellington Grp LLC | 2134013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238 | 27991 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2100 | 288141 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108 | 14819 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| South Street Advisors LLC | 1399706 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1700 | 233257 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135730 | 18623513 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Homestead Advisers Corp | 944804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 416294 | 57119700 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213 | 29 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PATRON PARTNERS, LLC | 1841768 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5402 | 741208 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OMERS ADMINISTRATION Corp | 1053321 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12184 | 1671767 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1461 | 200464 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169800 | 23298258 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170 | 23326 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Quantitative Investment Management, LLC | 1445911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3975 | 545 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Magnetar Financial LLC | 1352851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5350 | 734074 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6316 | 866687 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67 | 9193 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Tailwinds Wealth, LLC | 2109222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7133 | 978744 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2408 | 330402 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 274 | 37644 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| S&T Bank/PA | 1010911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78 | 10702 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Planned Solutions, Inc. | 1831332 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3502 | 480509 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77 | 10565 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital Research Global Investors | 1422848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 855457 | 117377255 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AEGON ASSET MANAGEMENT UK Plc | 1539994 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203052 | 27860765 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AustralianSuper Pty Ltd | 1694164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58765 | 8063146 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4828 | 662450 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12120 | 1662985 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hilton Head Capital Partners, LLC | 2109913 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 1372 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 2881 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Torren Management, LLC | 2096203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152 | 20847 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Park Place Capital Corp | 1965810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 376 | 51591 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Signal Advisors Wealth, LLC | 2010926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26183 | 3592524 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1706 | 234188 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Illinois Municipal Retirement Fund | 1541910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73592 | 10097558 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Wealthcare Advisory Partners LLC | 1683059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2554 | 350418 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Resonant Capital Advisors, LLC | 1803236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1599 | 219812 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88145 | 12094 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| RENASANT BANK | 1656167 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1315 | 180431 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11909 | 1634034 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97821 | 13422019 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSTRUM ASSET MANAGEMENT | 1767945 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2930 | 402025 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4339538 | 595428009 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WORLD EQUITY GROUP, INC. | 878770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2789 | 382678 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41969 | 5757307 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8548 | 1172871 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Beacon Financial Strategies CORP | 2084239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 340 | 46652 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| First Eagle Investment Management, LLC | 1325447 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4704 | 645436 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82464 | 11332535 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 385 | 52826 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1058 | 145168 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantum Financial Advisors, LLC | 1929139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1485 | 203757 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| 3 FACTOR INDEXING, LLC | 2135169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 412 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 491682 | 67463687 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ATWOOD & PALMER INC | 1044929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79 | 10840 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| ZACKS INVESTMENT MANAGEMENT | 1086483 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 188500 | 25864281 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Apella Capital, LLC | 1801507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2228 | 289462 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30998 | 4253236 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1548 | 212401 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| M.E. ALLISON & CO., INC. | 1619532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4074 | 558993 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| FIDELIS CAPITAL PARTNERS, LLC | 1962755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12194 | 1673139 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BINGHAM PRIVATE WEALTH, LLC | 2063211 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2860 | 392421 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307120 | 42139935 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7372 | 1011512 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 627404 | 86086103 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SHAYNE & JACOBS, LLC | 1484085 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31942 | 4382762 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9174111 | 1261091690 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39106 | 5365734 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.