PulteGroup (PHM) Institutional Ownership

$112.26
-0.50 (-0.44%)
(As of 04/24/2024 ET)

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

Current
Institutional Ownership
Percentage
89.90%
Number of
Institutional Buyers
(last 12 months)
516
Total
Institutional Inflows
(last 12 months)
$2.93B
Number of
Institutional Sellers
(last 12 months)
357
Total
Institutional Outflows
(last 12 months)
$2.10B
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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
4/24/2024Simplicity Wealth LLC3,451$416K0.0%N/A0.002%
4/24/2024Spire Wealth Management430$52K0.0%+177.4%0.000%
4/24/2024Assenagon Asset Management S.A.36,169$4.36M0.0%+36.1%0.017%
4/24/2024E 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%
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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%
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%
4/11/2024 International Assets Investment Management LLC20,278$2.45M0.1%-0.5%0.010%
4/11/2024 Optimum Investment Advisors2,900$350K0.2%-9.4%0.001%
4/11/2024 First Affirmative Financial Network1,782$215K0.2%N/A0.001%
4/11/2024 RFG Advisory LLC2,878$347K0.0%-3.1%0.001%
4/11/2024 BTC Capital Management Inc.59,642$7.19M0.7%N/A0.028%
4/10/2024 Aprio Wealth Management LLC4,987$601K0.1%+39.2%0.002%
4/10/2024 Pathway Financial Advisors LLC1,860$224K0.1%N/A0.001%
4/10/2024 Greenfield Savings Bank5,490$662K0.3%+9.8%0.003%
4/10/2024 Park Avenue Securities LLC32,847$3.96M0.1%-2.0%0.016%
4/10/2024 Banque Cantonale Vaudoise13,146$1.59M0.1%+166.6%0.006%
4/10/2024 Czech National Bank37,321$4.50M0.1%-1.2%0.018%
4/10/2024 Perpetual Ltd8,091$976K0.0%-32.3%0.004%
4/9/2024 Alaska Permanent Fund Corp27,503$3.32M0.0%-11.8%0.013%
4/9/2024 Mather Group LLC.1,356$164K0.0%N/A0.001%
4/5/2024 First Hawaiian Bank2,450$296K0.0%-61.0%0.001%
4/5/2024 Los Angeles Capital Management LLC1,434,016$172.97M0.6%+0.5%0.680%
4/5/2024 NBC Securities Inc.4,774$575K0.1%+2.4%0.002%
4/5/2024 CWM LLC19,861$2.40M0.0%+83.0%0.009%
4/4/2024 Moody National Bank Trust Division2,604$314K0.0%-16.1%0.001%
4/3/2024 Duncan Williams Asset Management LLC6,558$791K0.7%N/A0.003%
3/29/2024Kapitalo Investimentos Ltda4,926$508K0.1%-67.1%0.002%
3/26/2024HighPoint Advisor Group LLC5,227$540K0.0%N/A0.002%
3/22/2024PNC Financial Services Group Inc.32,649$3.37M0.0%+1.3%0.015%
3/15/2024B. Riley Wealth Advisors Inc.4,164$431K0.0%-6.9%0.002%
3/11/2024Vanguard Group Inc.24,793,271$2.56B0.1%-1.1%11.689%
3/11/2024Wahed Invest LLC3,657$377K0.1%+3.9%0.002%
3/8/2024ICA Group Wealth Management LLC981$101K0.0%N/A0.000%
3/5/2024Wellington Management Group LLP55,522$5.73M0.0%N/A0.026%
3/4/2024Richardson Financial Services Inc.715$74K0.1%N/A0.000%
3/1/2024Royal London Asset Management Ltd.96,709$9.98M0.0%+2.1%0.046%
2/29/2024Scarborough Advisors LLC422$44K0.0%N/A0.000%
2/28/2024American International Group Inc.59,102$6.10M0.0%+1.8%0.028%
2/26/2024Syon Capital LLC5,325$550K0.0%+10.5%0.003%
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2/26/2024Centaurus Financial Inc.1,484$153K0.0%N/A0.001%
2/26/2024Teachers Retirement System of The State of Kentucky19,220$1.98M0.0%-6.4%0.009%
2/21/2024V Square Quantitative Management LLC4,785$494K0.1%+25.2%0.002%
2/20/2024GLOBALT Investments LLC GA14,057$1.45M0.1%N/A0.007%
2/20/2024Pacific Center for Financial Services598$62K0.0%-16.0%0.000%
2/16/2024Winslow Asset Management Inc.298,364$30.80M6.3%-2.7%0.141%
2/15/2024Bridgefront Capital LLC6,856$708K0.5%N/A0.003%
2/15/2024C M Bidwell & Associates Ltd.1,396$144K0.1%-51.2%0.001%
2/14/2024Power Corp of Canada2,901$299K0.0%-30.0%0.001%
2/14/2024True Wealth Design LLC9,603$991K0.3%-10.2%0.005%
(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, 839 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 708 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 63,339,891 shares in the last 24 months. This purchase volume represents approximately $3.94B in transactions.

Which PulteGroup major shareholders have been selling company stock?

Of the 489 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 ($2.62M), 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 55,126,486 shares in the last 24 months. This volume of shares sold represents approximately $3.22B in transactions.


This page (NYSE:PHM) was last updated on 4/24/2024 by MarketBeat.com Staff

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