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PulteGroup (PHM) Institutional Ownership

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$116.45 +0.42 (+0.36%)
Closing price 03:59 PM Eastern
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$116.48 +0.03 (+0.02%)
As of 05:22 PM Eastern
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Institutional Ownership Changes (13F Filings) for PulteGroup (NYSE:PHM)

Current
Institutional Ownership
Percentage
89.90%
Number of
Institutional Buyers
(last 12 months)
645
Total
Institutional Inflows
(last 12 months)
$4.02B
Number of
Institutional Sellers
(last 12 months)
501
Total
Institutional Outflows
(last 12 months)
$2.59B
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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
7/25/2025Apollon Wealth Management LLC4,037$426K0.0%-6.5%0.002%
7/25/2025Fifth Third Wealth Advisors LLC3,425$361K0.0%-12.5%0.002%
7/24/2025Inspire Investing LLC2,677$282K0.0%-88.9%0.001%
7/24/2025Drucker Wealth 3.0 LLC6,555$746K0.1%N/A0.003%
7/24/2025Aberdeen Group plc64,998$6.86M0.0%+8.8%0.032%
7/24/2025Eastern Bank136,714$14.42M0.3%-0.7%0.068%
7/24/2025Blue Trust Inc.1,715$181K0.0%+10.7%0.001%
7/24/2025Monument Capital Management5,339$563K0.1%-87.4%0.003%
7/24/20253Chopt Investment Partners LLC2,456$260K0.1%-89.9%0.001%
7/24/2025Argyle Capital Management LLC41,191$4.34M1.6%-2.4%0.021%
7/24/2025IFP Advisors Inc4,588$484K0.0%-27.1%0.002%
7/24/2025Callan Family Office LLC4,415$466K0.0%+96.4%0.002%
7/24/2025Blair William & Co. IL32,963$3.48M0.0%+2.1%0.016%
7/24/2025US Bancorp DE20,563$2.17M0.0%-13.6%0.010%
7/23/2025 Tectonic Advisors LLC3,978$420K0.0%+14.3%0.002%
7/23/2025 Hager Investment Management Services LLC420$44K0.0%+33.3%0.000%
7/23/2025 Vontobel Holding Ltd.134,341$14.17M0.0%+10.7%0.067%
7/23/2025 Spectrum Asset Management Inc. NB CA 4,852$513K0.2%N/A0.002%
7/23/2025 REAP Financial Group LLC533$56K0.0%+188.1%0.000%
7/23/2025 Venturi Wealth Management LLC17,361$1.83M0.1%-5.2%0.009%
7/23/2025 Shell Asset Management Co.18,052$1.90M0.1%+55.7%0.009%
7/23/2025 KLP Kapitalforvaltning AS150,064$15.85M0.1%-1.5%0.075%
7/23/2025 Franchise Capital Ltd1,300$137K0.1%N/A0.001%
7/22/2025 Belpointe Asset Management LLC4,613$486K0.0%-44.5%0.002%
7/22/2025 Eads & Heald Wealth Management3,277$346K0.2%-4.0%0.002%
7/22/2025 Duncan Williams Asset Management LLC8,802$928K0.1%+12.0%0.004%
7/22/2025 Wealthcare Advisory Partners LLC2,518$266K0.0%N/A0.001%
7/22/2025 Clarius Group LLC13,841$1.46M0.1%+4.0%0.007%
7/21/2025 Hennessy Advisors Inc.22,700$2.39M0.1%-1.7%0.011%
7/21/2025 QRG Capital Management Inc.396,126$41.78M0.4%+2.6%0.198%
7/21/2025 Ascent Group LLC7,310$771K0.0%+26.0%0.004%
7/21/2025 Ameritas Advisory Services LLC9,802$1.03M0.1%+27.0%0.005%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,420$1.10M0.0%-30.0%0.005%
7/21/2025 River Street Advisors LLC8,686$916K0.4%+10.0%0.004%
7/21/2025 OLD Second National Bank of Aurora41,665$4.39M1.0%-0.2%0.021%
7/21/2025 Mirae Asset Global Investments Co. Ltd.36,756$3.88M0.0%+20.9%0.018%
7/21/2025 J. Safra Sarasin Holding AG2,906$306K0.0%-85.5%0.001%
7/18/2025 Montgomery Investment Management Inc.6,000$633K0.2%N/A0.003%
7/18/2025 Robeco Institutional Asset Management B.V.118,569$12.50M0.0%-43.2%0.059%
7/18/2025 Bartlett & CO. Wealth Management LLC549$58K0.0%-15.7%0.000%
Altucher: Turn $900 into $108,000 in just 12 months? (Ad)

Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve. James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation.

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7/18/2025 Institute for Wealth Management LLC.12,489$1.32M0.1%+5.2%0.006%
7/18/2025 Cooper Financial Group6,697$706K0.1%+1.4%0.003%
7/18/2025 Truist Financial Corp76,519$8.07M0.0%+18.8%0.038%
7/17/2025 One Wealth Advisors LLC4,700$496K0.1%+37.5%0.002%
7/17/2025 Trivium Point Advisory LLC2,622$277K0.0%+7.2%0.001%
7/17/2025 Greenleaf Trust2,667$281K0.0%-16.8%0.001%
7/17/2025 Capital Investment Advisors LLC3,225$340K0.0%-5.3%0.002%
7/17/2025 Raleigh Capital Management Inc.3,858$407K0.2%-3.9%0.002%
7/17/2025 HB Wealth Management LLC4,072$429K0.0%-7.1%0.002%
7/17/2025 Janney Montgomery Scott LLC37,202$3.92M0.0%-4.8%0.019%
7/17/2025 Generate Investment Management Ltd189,357$19.97M1.1%N/A0.094%
7/17/2025 V Square Quantitative Management LLC6,631$699K0.1%+2.0%0.003%
7/17/2025 Patton Albertson Miller Group LLC66,133$6.97M0.9%+1.7%0.033%
7/17/2025 Coastline Trust Co381$40K0.0%-96.3%0.000%
7/17/2025 LVW Advisors LLC5,170$545K0.1%-25.6%0.003%
7/16/2025 Formidable Asset Management LLC6,455$681K0.1%-9.3%0.003%
7/16/2025 Signaturefd LLC6,838$721K0.0%+2.9%0.003%
7/16/2025 State of Alaska Department of Revenue22,506$2.37M0.0%-5.1%0.011%
7/16/2025 Patton Fund Management Inc.2,161$228K0.2%N/A0.001%
7/16/2025 Kathmere Capital Management LLC5,689$600K0.0%+9.4%0.003%
7/16/2025 Hartford Investment Management Co.12,238$1.29M0.0%-2.1%0.006%
7/16/2025 Ruffer LLP62,701$6.61M0.3%+48.4%0.031%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH35,616$3.76M0.1%+3,568.0%0.018%
7/16/2025 Perigon Wealth Management LLC2,596$274K0.0%-4.6%0.001%
7/15/2025 Beacon Investment Advisory Services Inc.5,226$551K0.0%-5.7%0.003%
7/15/2025 TD Private Client Wealth LLC3,168$334K0.0%+25.5%0.002%
7/15/2025 Public Employees Retirement System of Ohio73,264$7.73M0.0%-2.3%0.037%
7/15/2025 Ballentine Partners LLC3,630$383K0.0%+3.2%0.002%
7/15/2025 Cigna Investments Inc. New1,976$208K0.0%-4.5%0.001%
7/15/2025 Norden Group LLC3,839$405K0.0%+3.8%0.002%
7/15/2025 Accurate Wealth Management LLC3,507$404K0.1%+6.8%0.002%
7/15/2025 Fifth Third Bancorp7,456$786K0.0%+2.4%0.004%
7/14/2025 Opal Wealth Advisors LLC2,045$216K0.1%-5.3%0.001%
7/14/2025 Seascape Capital Management40,685$4.29M1.4%-17.1%0.020%
7/14/2025 Caitlin John LLC3,160$333K0.3%-54.0%0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC2,278$240K0.0%N/A0.001%
7/14/2025 Rooted Wealth Advisors Inc.2,153$246K0.1%N/A0.001%
7/14/2025 Park Avenue Securities LLC37,586$3.96M0.0%-5.5%0.019%
7/14/2025 Avanza Fonder AB18,201$1.92M0.1%-20.3%0.009%
7/14/2025 Sowell Financial Services LLC6,881$726K0.0%+17.1%0.003%
7/11/2025 Farther Finance Advisors LLC6,303$665K0.0%+83.8%0.003%
7/11/2025 Wedge Capital Management L L P NC50,154$5.29M0.1%+29.0%0.025%
7/11/2025 UMB Bank n.a.11,161$1.18M0.0%-2.5%0.006%
7/11/2025 Assenagon Asset Management S.A.435,580$45.94M0.1%+1,248.6%0.217%
7/11/2025 Elk River Wealth Management LLC83,500$8.82M1.5%-1.3%0.042%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt95,552$10.09M0.5%+21.0%0.048%
7/11/2025 IFM Investors Pty Ltd50,988$5.38M0.1%+5.0%0.025%
7/10/2025 Exchange Traded Concepts LLC11,085$1.17M0.0%+262.1%0.006%
7/10/2025 Vista Investment Partners LLC19,793$2.09M0.6%+1.4%0.010%
7/10/2025 NorthCrest Asset Manangement LLC129,440$14.16M0.4%+0.4%0.065%
Altucher: Turn $900 into $108,000 in just 12 months? (Ad)

Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve. James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation.

See Altucher’s Great Gain gameplan here
7/10/2025 Wealth Enhancement Advisory Services LLC49,869$5.45M0.0%+3.1%0.025%
7/10/2025 Mn Services Vermogensbeheer B.V.75,400$7.95M0.1%-3.3%0.038%
7/10/2025 Wedmont Private Capital3,049$347K0.0%-12.7%0.002%
7/10/2025 Swedbank AB590,327$62.26M0.1%+5.5%0.295%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd23,101$2.44M0.0%+1.9%0.012%
7/10/2025 KMG Fiduciary Partners LLC3,322$350K0.0%-3.1%0.002%
7/10/2025 Signal Advisors Wealth LLC9,208$971K0.1%+194.6%0.005%
7/9/2025 Channel Wealth LLC21,300$2.25M0.6%N/A0.011%
7/9/2025 Pallas Capital Advisors LLC2,185$230K0.0%-5.0%0.001%
7/9/2025 Tounjian Advisory Partners LLC65,262$6.71M1.2%-1.5%0.033%
(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, 1,096 institutional investors and hedge funds held shares of PulteGroup. The most heavily invested institutionals were Vanguard Group Inc. ($2.41B), BlackRock Inc. ($1.62B), State Street Corp ($1.51B), Franklin Resources Inc. ($1.30B), Putnam Investments LLC ($1.14B), FMR LLC ($782.53M), and Greenhaven Associates Inc. ($588.51M).Learn more on PulteGroup's institutional investors.

What percentage of PulteGroup's stock is owned by institutional investors?

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

Which institutional investors have been buying PulteGroup's stock?

Of the 912 institutional investors that purchased PulteGroup's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($7.63M), FMR LLC ($4.67M), Pacer Advisors Inc. ($2.43M), Nuveen LLC ($2.07M), BlackRock Inc. ($2.03M), Hsbc Holdings PLC ($1.63M), and Franklin Resources Inc. ($1.32M).

How much institutional buying is happening at PulteGroup?

Institutional investors have bought a total of 34,726,916 shares in the last 24 months. This purchase volume represents approximately $4.04B in transactions.

Which of PulteGroup's major shareholders have been selling company stock?

Of the 505 institutional investors that sold PulteGroup's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AQR Capital Management LLC ($2.07M), FMR LLC ($1.86M), Invesco Ltd. ($1.24M), Los Angeles Capital Management LLC ($1.18M), Alliancebernstein L.P. ($813.46K), Robeco Institutional Asset Management B.V. ($771.72K), and Dimensional Fund Advisors LP ($764.62K).

How much institutional selling is happening at PulteGroup?

Institutional investors have sold a total of 23,412,404 shares in the last 24 months. This volume of shares sold represents approximately $2.60B in transactions.



This page (NYSE:PHM) was last updated on 7/25/2025 by MarketBeat.com Staff
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