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Disclosery

PHM PULTE GROUP INC

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Stock (common), issuer CIK 822416

963 managers (988 13F filers) reported a position in PHM shares at 2024-12-31, 186,300,972 shares in all. 70 filers opened a position and 135 filers sold out during the quarter.

Managers
963
13F filers
988
New
70
Added
351
Reduced
384
Sold out
135
Shares held by filers
186,300,972

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Versant Capital Management, Inc642$69.9K0.02%+26613F-HRTimeline
ROTHSCHILD INVESTMENT LLC641$69.8K<0.01%+3613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.622$67.7K0.05%+8913F-HRTimeline
GROUP ONE TRADING LLC587$63.9K<0.01%-69713F-HR/ATimeline
CVA Family Office, LLC570$62.1K0.01%-1413F-HRTimeline
ORG Partners LLC552$60.1K0.01%+1313F-HRTimeline
Reyes Financial Architecture, Inc.542$59K0.05%13F-HRTimeline
Cornerstone Planning Group LLC496$58.5K0.01%+113F-HRTimeline
Grove Bank & Trust520$56.6K0.01%+5713F-HRTimeline
AllSquare Wealth Management LLC516$56.2K0.03%013F-HRTimeline
Capital Advisors, Ltd. LLC501$55K0.01%+1913F-HRTimeline
Continuum Advisory, LLC503$54.8K0.01%+2313F-HRTimeline
Plante Moran Financial Advisors, LLC500$54.5K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.500$54.4K0.01%013F-HRTimeline
Lindbrook Capital, LLC498$54.2K<0.01%-1213F-HRTimeline
PrairieView Partners, LLC500$54K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…487$53.1K0.01%013F-HRTimeline
Cromwell Holdings LLC482$52.6K0.03%-8313F-HRTimeline
Princeton Global Asset Management LLC481$52.4K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.475$51.7K<0.01%+41113F-HRTimeline
Longview Financial Advisors LLC473$51.5K0.03%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.469$51.1K0.01%+1213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC450$49K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…444$48.3K0.01%+13113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC440$47.9K<0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC440$47.9K0.01%013F-HRTimelineGroup
Deseret Mutual Benefit Administrators428$46.6K0.02%013F-HRTimeline
Financial Perspectives, Inc410$44.6K0.01%013F-HRTimeline
WINNACLE WEALTH LLC410$44K0.04%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC402$43.8K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust397$43.2K0.01%+2213F-HRTimeline
Quarry LP397$43.2K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.396$43K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Security National Bank390$42.5K0.01%013F-HRTimeline
Financial Management Professionals, Inc.382$41.6K0.01%013F-HRTimeline
R Squared Ltd360$39.2K0.04%13F-HRTimeline
TD Waterhouse Canada Inc.349$38K<0.01%+10513F-HRTimeline
AMERIFLEX GROUP, INC.329$37.4K0.02%13F-HRTimeline
DT Investment Partners, LLC334$36.4K<0.01%013F-HRTimeline
Fortitude Family Office, LLC322$35.1K0.01%+13713F-HRTimeline
JNBA Financial Advisors300$32.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…292$31.8K<0.01%+4713F-HRTimelineGroup
WealthCollab, LLC292$31.8K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC285$31.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO280$30.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV273$29.7K<0.01%-10113F-HRTimeline
WR Wealth Planners, LLC271$29.5K0.01%+3013F-HRTimeline
LRI Investments, LLC266$29K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…265$28.9K0.02%13F-HRTimeline
CNB Bank219$23.8K0.01%-113F-HRTimeline
JFS WEALTH ADVISORS, LLC212$23.1K<0.01%013F-HRTimeline
Community Bank, N.A.210$22.9K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…210$22.9K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc205$22.3K<0.01%-2913F-HRTimeline
AdvisorNet Financial, Inc191$20.8K<0.01%+4313F-HRTimeline
Ethos Financial Group, LLC189$20.6K<0.01%new13F-HRTimeline
Byrne Asset Management LLC186$20.3K0.01%-5213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC169$18.4K<0.01%013F-HRTimeline
Arax Advisory Partners158$17.2K<0.01%+2313F-HRTimeline
Whipplewood Advisors, LLC158$17.2K0.01%13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd154$16.8K<0.01%13F-HRTimelineGroup
Valued Wealth Advisors LLC153$16.7K0.01%+213F-HRTimeline
Westside Investment Management, Inc.150$16.3K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…149$16K0.01%+5113F-HRTimeline
Bellwether Advisors, LLC144$15.7K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC140$15.3K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…140$15.2K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC130$14.1K0.01%+513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…129$14.1K<0.01%-76713F-HR/ATimeline
PFG Private Wealth Management, LLC126$13.7K0.01%013F-HRTimeline
Financially Speaking Inc122$13.3K0.01%13F-HRTimeline
Atlantic Edge Private Wealth Management…120$13.1K<0.01%013F-HRTimeline
Crews Bank & Trust120$13.1K<0.01%13F-HRTimeline
REAP Financial Group, LLC114$12.5K<0.01%+213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC113$12.3K<0.01%013F-HRTimeline
GW&K Investment Management, LLC99$11K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC101$11K<0.01%013F-HRTimeline
New Millennium Group LLC100$10.9K0.01%-9,44613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.100$10.9K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC100$10.9K<0.01%013F-HRTimeline
Talon Private Wealth, LLC99$10.8K<0.01%+213F-HR/ATimeline
WPG Advisers, LLC99$10.8K0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.91$9.91K0.01%13F-HRTimeline
Aspect Partners, LLC87$9.47K0.01%013F-HRTimeline
Private Wealth Management Group, LLC86$9.37K<0.01%+313F-HRTimeline
Rakuten Securities, Inc.86$9.37K<0.01%+5713F-HRTimeline
Avion Wealth74$8K<0.01%+313F-HRTimeline
High Note Wealth, LLC73$7.95K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC71$7.75K0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.69$7.51K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC67$7.3K0.01%13F-HRTimeline
Atala Financial Inc66$7.19K0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC69$7K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC59$6.42K0.01%-11013F-HRTimeline
Decker Retirement Planning Inc.58$6.32K<0.01%13F-HRTimeline
Global Wealth Strategies & Associates57$6.21K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC56$6.1K<0.01%013F-HRTimeline
Synergy Investment Management, LLC56$6.1K<0.01%13F-HRTimeline
Kozak & Associates, Inc.54$5.97K<0.01%+1413F-HRTimeline
Menard Financial Group LLC54$5.88K<0.01%-4,37613F-HRTimeline
Red Tortoise LLC54$5.88K<0.01%013F-HRTimeline
Dunhill Financial, LLC53$5.78K<0.01%-7413F-HRTimeline
Addison Advisors LLC53$5.77K<0.01%-4713F-HRTimeline
WEST PACES ADVISORS INC.53$5.77K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC52$5.66K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC51$5.57K<0.01%-1813F-HRTimeline
DiNuzzo Private Wealth, Inc.50$5.45K<0.01%-313F-HRTimeline
Bruce G. Allen Investments, LLC48$5.23K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.46$5.01K<0.01%-613F-HRTimeline
Prestige Wealth Management Group LLC44$4.8K<0.01%013F-HR/ATimeline
CAROLINAS WEALTH CONSULTING LLC44$4.8K<0.01%-5313F-HRTimeline
CAPITAL & PLANNING, LLC40$4.36K<0.01%13F-HRTimeline
Heritage Wealth Advisors39$4.25K<0.01%+713F-HRTimeline
PITTENGER & ANDERSON INC38$4.14K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.37$4.03K<0.01%+513F-HRTimeline
Altshuler Shaham Ltd32$3.48K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.32$3.48K<0.01%-1813F-HRTimeline
MCF Advisors LLC31$3.38K<0.01%-513F-HRTimeline
Trifecta Capital Advisors, LLC31$3.38K<0.01%013F-HRTimeline
LEE DANNER & BASS INC29$3.16K<0.01%new13F-HRTimeline
Pineridge Advisors LLC28$3.07K<0.01%-313F-HRTimeline
Beacon Capital Management, LLC28$3.05K<0.01%013F-HRTimeline
Asset Dedication, LLC26$2.83K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.22$2.4K<0.01%013F-HRTimeline
Redwood Park Advisors LLC22$2.4K<0.01%13F-HRTimeline
Sachetta, LLC20$2.18K<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.20$2.18K<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC20$2.12K<0.01%+813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$2.12K<0.01%+813F-HRTimelineGroup
Riverview Trust Co18$1.96K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.17$1.85K<0.01%013F-HRTimeline
True Wealth Design, LLC16$1.74K<0.01%013F-HRTimeline
North Star Investment Management Corp.16$1.74K<0.01%013F-HRTimeline
NewSquare Capital LLC13$1.42K<0.01%new13F-HRTimeline
Zions Bancorporation, N.A.13$1.42K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC12$1.31K<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC11$1.2K<0.01%013F-HRTimeline
Caitong International Asset Management …11$1.2K<0.01%13F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department11$1.2K<0.01%13F-HRTimelineGroup
NVWM, LLC10$1.09K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC10$1.09K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.10$1.09K<0.01%13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT8$1K<0.01%013F-HR/ATimeline
TRUST CO OF VERMONT9$980<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC8$871<0.01%-213F-HRTimeline
Tradewinds Capital Management, LLC7$763<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …7$763<0.01%new13F-HRTimeline
Abound Wealth Management6$654<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.5$5480.05%-5,06313F-HRTimeline
Sugar Maple Asset Management, LLC5$545<0.01%new13F-HRTimeline
Transce3nd, LLC5$545<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC5$545<0.01%13F-HRTimeline
COUNTRY TRUST BANK4$436<0.01%-313F-HRTimeline
Crewe Advisors LLC4$436<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.3$327<0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD2$210<0.01%013F-HRTimeline
WestEnd Advisors, LLC1$109<0.01%013F-HRTimeline
West Oak Capital, LLC85$93<0.01%013F-HR/ATimeline
RE Dickinson Investment Advisors, LLC57$62<0.01%013F-HR/ATimeline
Nemes Rush Group LLC0$20<0.01%-13413F-HRTimelineAmount filed as zero, left out of ratios.
Activest Wealth Management0$00%-12213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
JDM Financial Group LLC0$00%-713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.