PulteGroup (PHM) Institutional Ownership

$111.82
+0.40 (+0.36%)
(As of 04:10 PM ET)

Institutional Ownership Changes (13F Filings) for PulteGroup (NYSE:PHM)

Current
Institutional Ownership
Percentage
89.90%
Number of
Institutional Buyers
(last 12 months)
519
Total
Institutional Inflows
(last 12 months)
$2.90B
Number of
Institutional Sellers
(last 12 months)
354
Total
Institutional Outflows
(last 12 months)
$2.11B
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PHM Institutional Buying and Selling by Quarter

PulteGroup Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024Private Advisor Group LLC12,948$1.56M0.0%+36.5%0.006%
4/30/2024Consolidated Portfolio Review Corp14,815$1.79M0.5%N/A0.007%
4/30/2024Retirement Systems of Alabama251,316$30.31M0.1%-0.3%0.119%
4/30/2024 Norden Group LLC8,624$1.04M0.1%N/A0.004%
4/30/2024Van ECK Associates Corp42,042$5.07M0.0%+6.6%0.020%
4/30/2024SpiderRock Advisors LLC2,641$291K0.0%N/A0.001%
4/30/2024Concord Wealth Partners4,845$584K0.1%+99.4%0.002%
4/30/2024Harel Insurance Investments & Financial Services Ltd.1,500$181K0.0%N/A0.001%
4/30/2024Vest Financial LLC7,617$919K0.0%+232.2%0.004%
4/30/2024 Caprock Group LLC4,246$513K0.0%+14.3%0.002%
4/30/2024 Perigon Wealth Management LLC3,262$393K0.0%+49.6%0.002%
4/30/2024 SkyOak Wealth LLC7,260$876K0.2%+22.7%0.003%
4/30/2024 Claret Asset Management Corp1,771$214K0.0%N/A0.001%
4/30/2024 Allspring Global Investments Holdings LLC733,804$88.51M0.1%+40.9%0.349%
4/29/2024Commonwealth Equity Services LLC41,991$5.07M0.0%+35.8%0.020%
4/29/2024 Greenleaf Trust4,099$494K0.0%-24.4%0.002%
4/29/2024 Principal Financial Group Inc.394,760$47.62M0.0%-0.2%0.188%
4/29/2024 Benjamin Edwards Inc.215$26K0.0%N/A0.000%
4/29/2024 Horizon Advisory Services Inc.3,389$409K0.2%N/A0.002%
4/29/2024 Seascape Capital Management51,624$6.23M2.3%-7.2%0.025%
4/29/2024 Meritage Portfolio Management95,085$11.47M0.7%-6.6%0.045%
4/29/2024 Mn Services Vermogensbeheer B.V.87,200$10.52M0.1%-18.2%0.041%
4/29/2024 Argyle Capital Management Inc.56,184$6.78M2.6%-5.9%0.027%
4/27/2024 Riverwater Partners LLC2,264$273K0.2%-36.2%0.001%
4/26/2024 Securian Asset Management Inc.12,493$1.51M0.0%-8.5%0.006%
4/26/2024 Aspen Investment Management Inc2,620$316K0.2%N/A0.001%
4/26/2024 Planned Solutions Inc.3,057$369K0.2%+10.9%0.001%
4/26/2024 LifeSteps Financial Inc.1,446$174K0.1%N/A0.001%
4/26/2024 Yousif Capital Management LLC42,398$5.11M0.1%-7.3%0.020%
4/26/2024 Verdence Capital Advisors LLC7,610$918K0.1%+3.4%0.004%
4/25/2024 New York State Teachers Retirement System281,638$33.97M0.1%-4.2%0.133%
4/25/2024 Bank of New York Mellon Corp1,723,859$207.93M0.0%-5.0%0.817%
4/25/2024 Strategy Asset Managers LLC6,522$787K0.2%+3.8%0.003%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 240,455$29.00M0.1%-24.5%0.114%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund70,207$8.47M0.1%+10.9%0.033%
4/25/2024 Aaron Wealth Advisors LLC1,802$217K0.0%-22.1%0.001%
4/25/2024 Eudaimonia Advisors LLC2,229$269K0.1%N/A0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.17,184$2.07M0.0%-4.8%0.008%
4/24/2024 Patton Albertson Miller Group LLC77,294$9.32M1.4%+4.4%0.037%
4/24/2024 V Square Quantitative Management LLC5,654$682K0.1%+18.2%0.003%
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4/24/2024 1900 Wealth Management LLC8,600$1.04M0.1%-24.3%0.004%
4/24/2024 Pinnacle Wealth Management Group Inc.1,900$229K0.2%N/A0.001%
4/24/2024 Premier Path Wealth Partners LLC1,733$209K0.0%N/A0.001%
4/24/2024 Simplicity Wealth LLC3,451$416K0.0%N/A0.002%
4/24/2024 Spire Wealth Management430$52K0.0%+177.4%0.000%
4/24/2024 Assenagon Asset Management S.A.36,169$4.36M0.0%+36.1%0.017%
4/24/2024 E Fund Management Hong Kong Co. Ltd.215$26K0.0%N/A0.000%
4/23/2024 Muhlenkamp & Co. Inc.97,864$11.80M3.4%+1.3%0.046%
4/23/2024 Global Retirement Partners LLC2,226$269K0.0%+4.9%0.001%
4/23/2024 Louisiana State Employees Retirement System12,300$1.48M0.0%-5.4%0.006%
4/23/2024 Wedge Capital Management L L P NC417,977$50.42M0.8%-14.7%0.198%
4/23/2024 Venturi Wealth Management LLC11,336$1.37M0.1%+6,452.6%0.005%
4/23/2024 Amalgamated Bank64,603$7.79M0.1%-26.3%0.031%
4/23/2024 New Mexico Educational Retirement Board10,838$1.31M0.0%-6.9%0.005%
4/23/2024 Sugarloaf Wealth Management LLC1,575$190K0.0%-8.6%0.001%
4/23/2024 Fifth Third Bancorp7,209$870K0.0%-6.6%0.003%
4/23/2024 Petra Financial Advisors Inc.8,237$991K0.7%+5.3%0.004%
4/23/2024 Accurate Wealth Management LLC2,051$247K0.1%+6.8%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.64,755$7.81M0.0%+41.9%0.031%
4/22/2024 Compound Global Advisors LLC235,588$28.42M4.2%+20.8%0.112%
4/22/2024 PFG Investments LLC14,815$1.79M0.1%N/A0.007%
4/22/2024 Outlook Wealth Advisors LLC7,528$908K0.3%-8.8%0.004%
4/22/2024 Raymond James & Associates302,922$36.54M0.0%+4.8%0.144%
4/22/2024 EFG Asset Management Americas Corp.9,088$1.10M0.3%-67.9%0.004%
4/22/2024 IFM Investors Pty Ltd57,566$6.94M0.1%-4.0%0.027%
4/22/2024 Hendershot Investments Inc.40,579$4.90M0.7%-1.3%0.019%
4/19/2024 Marshall Financial Group LLC10,182$1.23M0.4%+6.0%0.005%
4/19/2024 FCG Investment Co5,139$620K0.5%+86.3%0.002%
4/19/2024 First Trust Direct Indexing L.P.7,502$905K0.1%+2.1%0.004%
4/19/2024 Advisor Resource Council3,445$416K0.2%-65.9%0.002%
4/19/2024 Hudson Capital Management LLC43,619$5.26M1.8%-4.0%0.021%
4/19/2024 Norden Group LLC8,624$1.04M0.0%N/A0.004%
4/19/2024 State of Alaska Department of Revenue23,021$2.78M0.0%-1.1%0.011%
4/19/2024 Denali Advisors LLC2,109$254K0.1%+10.6%0.001%
4/19/2024 Monument Capital Management42,230$5.09M1.5%-1.2%0.020%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.621,064$74.91M0.1%+4.9%0.294%
4/18/2024 State of Michigan Retirement System89,269$10.77M0.1%-1.0%0.042%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC2,854$344K0.1%-25.5%0.001%
4/18/2024 Allspring Global Investments Holdings LLC733,804$88.51M0.1%+40.9%0.348%
4/18/2024 Park Place Capital Corp2,017$243K0.1%+1,129.9%0.001%
4/18/2024 Oliver Luxxe Assets LLC67,590$8.15M1.7%-1.0%0.032%
4/18/2024 MorganRosel Wealth Management LLC10,903$1.32M0.5%-10.6%0.005%
4/18/2024 LVW Advisors LLC2,157$260K0.0%N/A0.001%
4/17/2024 Red Door Wealth Management LLC1,816$219K0.0%N/A0.001%
4/17/2024 River Street Advisors LLC6,207$749K0.5%+4.9%0.003%
4/17/2024 Vicus Capital1,683$203K0.0%N/A0.001%
4/17/2024 Trivant Custom Portfolio Group LLC13,446$1.62M1.0%N/A0.006%
4/17/2024 Hennion & Walsh Asset Management Inc.20,692$2.50M0.1%+7.9%0.010%
4/16/2024Kathmere Capital Management LLC3,144$379K0.0%+14.9%0.001%
4/16/2024 Hennessy Advisors Inc.26,000$3.14M0.1%-43.6%0.012%
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4/16/2024 180 Wealth Advisors LLC3,505$423K0.1%+59.0%0.002%
4/16/2024 Wealth Enhancement Advisory Services LLC56,628$6.83M0.0%-2.4%0.027%
4/16/2024 ERn Financial LLC1,783$215K0.0%N/A0.001%
4/15/2024 Ellis Investment Partners LLC24,613$2.97M0.6%-4.5%0.012%
4/15/2024 DGS Capital Management LLC2,077$251K0.1%N/A0.001%
4/15/2024 Atlas Capital Advisors LLC9,962$1.20M0.2%+2.3%0.005%
4/12/2024 Gateway Investment Advisers LLC8,613$1.04M0.0%+14.1%0.004%
4/12/2024 Peak Financial Advisors LLC25,705$3.10M1.9%-2.6%0.012%
4/11/2024 Ballentine Partners LLC3,757$453K0.0%+4.2%0.002%
4/11/2024 Contravisory Investment Management Inc.9,201$1.11M0.2%-1.2%0.004%
(Data available from 1/1/2016 forward)

PHM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHM shares?

During the previous two years, 845 institutional investors and hedge funds held shares of PulteGroup. The most heavily invested institutionals were Vanguard Group Inc. ($2.56B), BlackRock Inc. ($1.62B), Putnam Investments LLC ($1.14B), State Street Corp ($802.07M), Dimensional Fund Advisors LP ($601.81M), Greenhaven Associates Inc. ($591.08M), and FMR LLC ($406.13M).Learn more on PHM's institutional investors.

What percentage of PulteGroup stock is owned by institutional investors?

89.90% of PulteGroup stock is owned by institutional investors. Learn more on PHM's institutional investor holdings.

Which institutional investors have been buying PulteGroup stock?

Of the 718 institutional investors that purchased PulteGroup stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Greenhaven Associates Inc. ($5.81M), Envestnet Asset Management Inc. ($4.34M), Norges Bank ($3.70M), AQR Capital Management LLC ($2.28M), Balyasny Asset Management LLC ($2.09M), Putnam Investments LLC ($2.09M), and Los Angeles Capital Management LLC ($2.08M).

How much institutional buying is happening at PulteGroup?

Institutional investors have bought a total of 63,324,302 shares in the last 24 months. This purchase volume represents approximately $3.96B in transactions.

Which PulteGroup major shareholders have been selling company stock?

Of the 486 institutional investors that sold PulteGroup stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($4.36M), Brandywine Global Investment Management LLC ($2.89M), Bank of New York Mellon Corp ($2.71M), Balyasny Asset Management L.P. ($2.50M), BlackRock Inc. ($2.09M), Vanguard Group Inc. ($1.51M), and FMR LLC ($1.43M).

How much institutional selling is happening at PulteGroup?

Institutional investors have sold a total of 55,344,290 shares in the last 24 months. This volume of shares sold represents approximately $3.25B in transactions.


This page (NYSE:PHM) was last updated on 5/1/2024 by MarketBeat.com Staff

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