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PulteGroup (PHM) Institutional Ownership

PulteGroup logo
$129.76 -1.62 (-1.23%)
Closing price 07/7/2026 03:59 PM Eastern
Extended Trading
$129.90 +0.14 (+0.10%)
As of 05:32 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
656
Total
Institutional Inflows
(last 12 months)
$4.22B
Number of
Institutional Sellers
(last 12 months)
506
Total
Institutional Outflows
(last 12 months)
$2.85B
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Skip Chart & View Institutional Buying and Selling Data

PHM Institutional Buying and Selling by Quarter

PulteGroup Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026Shayne & Jacobs LLC31,942$4.38M1.3%-0.8%0.017%
7/7/2026Dynamic Advisor Solutions LLC2,156$296K0.0%-43.3%0.001%
7/7/2026Baron Wealth Management LLC2,522$346K0.1%-21.2%0.001%
7/7/2026GAMMA Investing LLC4,505$618K0.0%-5.6%0.002%
7/7/2026Greenfield Savings Bank8,900$1.22M0.5%-0.9%0.005%
7/7/2026Grove Bank & Trust526$72K0.0%-35.6%0.000%
7/7/2026 CoreCap Advisors LLC7,372$1.01M0.0%+1.1%0.004%
7/2/2026 Versant Capital Management Inc4,139$568K0.1%-25.4%0.002%
7/2/2026 CX Institutional3,698$507K0.0%+19.6%0.002%
7/1/2026 Eastern Bank6,606$906K0.0%-94.4%0.003%
6/24/2026Redwood Investment Management LLC8,923$1.05M0.1%-4.7%0.005%
6/18/2026Western Wealth Management LLC1,107$130K0.0%N/A0.001%
6/18/2026Pacer Advisors Inc.875,147$102.93M0.2%+18.9%0.459%
6/15/2026Lombard Odier Asset Management Europe Ltd22,097$2.60M0.0%N/A0.012%
6/3/2026Parallel Advisors LLC3,985$469K0.0%+20.7%0.002%
6/3/2026NewEdge Advisors LLC9,710$1.14M0.0%+39.2%0.005%
5/26/2026Glenmede Trust Co. NA40,365$4.75M0.0%+0.7%0.021%
5/22/2026Summitry LLC2,812$331K0.0%-16.4%0.001%
5/19/2026Western Wealth Management LLC1,107$130K0.0%N/A0.001%
5/19/2026Winnow Wealth LLC7,367$866K0.7%-5.6%0.004%
5/19/2026NewEdge Advisors LLC5,041$554K0.0%-27.8%0.003%
5/19/2026Bank of America Corp DE1,963,175$230.89M0.0%+4.3%1.031%
5/19/2026Edgestream Partners L.P.75,545$8.89M0.3%+11.2%0.040%
5/19/2026Kentucky Retirement Systems28,463$3.35M0.1%+130.6%0.015%
5/19/2026Janus Henderson Group PLC26,297$3.09M0.0%-3.8%0.014%
5/19/2026Centaurus Financial Inc.2,154$253K0.0%-9.5%0.001%
5/19/2026Oddo BHF Asset Management Sas11,516$1.35M0.1%+1.1%0.006%
5/19/2026Strategic Investment Advisors MI11,970$1.41M0.1%+182.4%0.006%
5/18/2026Amundi1,438,508$169.18M0.0%+28.6%0.755%
5/18/2026EverSource Wealth Advisors LLC1,775$209K0.0%+42.6%0.001%
5/18/2026Talon Private Wealth LLC5,156$606K0.1%N/A0.003%
5/18/2026California State Teachers Retirement System274,092$32.24M0.0%-2.2%0.144%
5/18/2026Royal Bank of Canada496,098$58.35M0.0%+23.4%0.260%
5/18/2026Empowered Funds LLC165,199$19.43M0.1%-32.8%0.087%
5/18/2026Evelyn Partners Investment Management Services Ltd313$37K0.0%N/A0.000%
5/16/2026The Manufacturers Life Insurance Company 101,884$11.98M0.0%-7.5%0.053%
5/16/2026Glen Eagle Advisors LLC3,561$419K0.1%-5.7%0.002%
5/16/2026Quantinno Capital Management LP650,025$76.45M0.1%+2.6%0.341%
5/16/2026Clough Capital Partners L P318,349$37.44M3.6%+11.8%0.167%
5/15/2026Gateway Wealth Partners LLC1,714$202K0.0%N/A0.001%
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5/15/2026OMERS ADMINISTRATION Corp12,404$1.46M0.0%+38.2%0.007%
5/15/2026Lombard Odier Asset Management Switzerland SA9,400$1.11M0.0%N/A0.005%
5/15/2026Lombard Odier Asset Management Europe Ltd22,097$2.60M0.1%N/A0.012%
5/15/2026Lombard Odier Asset Management USA Corp8,753$1.03M0.1%-23.8%0.005%
5/15/2026Waverly Advisors LLC53,973$6.35M0.0%-0.6%0.028%
5/15/2026Cumberland Partners Ltd213,571$25.12M1.9%+72.8%0.112%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund12,072$1.42M0.0%+56.7%0.006%
5/14/2026Renaissance Technologies LLC194,067$22.82M0.0%+526.7%0.102%
5/14/2026Morningstar Investment Management LLC8,259$971K0.1%+30.8%0.004%
5/14/2026GC Wealth Management RIA LLC2,504$294K0.0%+17.6%0.001%
5/14/2026Public Employees Retirement System of Ohio68,151$8.02M0.0%-1.8%0.036%
5/14/2026Compound Planning Inc.6,240$734K0.0%-2.4%0.003%
5/14/2026Modern Wealth Management LLC3,083$361K0.0%-3.4%0.002%
5/14/2026Keebeck Wealth Management5,285$623K0.1%+8.8%0.003%
5/14/2026Caxton Associates LLP4,165$490K0.0%+17.5%0.002%
5/14/2026Bank of Nova Scotia49,671$5.84M0.0%-65.7%0.026%
5/14/2026Systematic Financial Management LP111,849$13.16M0.3%-5.6%0.059%
5/14/2026Sei Investments Co.148,329$17.45M0.0%+8.1%0.078%
5/14/2026Lido Advisors LLC5,322$627K0.0%+17.8%0.003%
5/14/2026State of Wyoming3,293$387K0.0%+48.8%0.002%
5/13/2026Cetera Investment Advisers107,776$12.68M0.0%+2.4%0.057%
5/13/2026NewEdge Wealth LLC1,882$221K0.0%-56.1%0.001%
5/13/2026CI Investments Inc.8,925$1.05M0.0%-1.8%0.005%
5/13/2026First Trust Advisors LP4,314,501$507.43M0.4%+7.8%2.265%
5/12/2026Himension Capital Singapore PTE. LTD.42,595$5.01M0.4%+4.7%0.022%
5/12/2026Danica Pension Livsforsikringsaktieselskab61,794$7.27M0.1%N/A0.032%
5/12/2026ABN Amro Investment Solutions7,988$939K0.0%+2.9%0.004%
5/8/2026PNC Financial Services Group Inc.54,506$6.41M0.0%+8.6%0.029%
5/8/2026Oslo Pensjonsforsikring AS1,810$213K0.0%N/A0.001%
5/8/2026Baader Bank Aktiengesellschaft3,210$378K0.0%N/A0.002%
5/8/2026Andra AP fonden10,991$1.29M0.0%-85.4%0.006%
5/8/2026Wilkerson Advisory Group LLC983$116K0.0%+97.0%0.001%
5/8/2026Glenview Trust Co38,172$4.49M0.1%-1.0%0.020%
5/8/2026Cassaday & Co Wealth Management LLC656$77K0.0%N/A0.000%
5/7/2026Florida Financial Advisors LLC2,962$349K0.1%+10.9%0.002%
5/7/2026AlTi Global Inc.7,642$900K0.0%-4.5%0.004%
5/7/2026Meeder Asset Management Inc.2,084$245K0.0%+2,190.1%0.001%
5/7/2026Meeder Advisory Services Inc.4,998$588K0.0%+7.7%0.003%
5/7/2026Dimensional Fund Advisors LP3,146,857$370.01M0.1%+0.9%1.652%
5/7/2026Parallel Advisors LLC3,985$469K0.0%+20.7%0.002%
5/7/2026KBC Group NV35,317$4.15M0.0%-2.7%0.019%
5/7/2026SEB Asset Management AB41,715$4.91M0.0%N/A0.022%
5/7/2026Swiss National Bank572,100$67.29M0.0%+5.8%0.300%
5/7/2026Mediolanum International Funds Ltd10,171$1.16M0.0%+230.7%0.005%
5/7/2026Spartan Wealth Advisory Services LLC34,229$4.03M0.4%N/A0.018%
5/7/2026Kinsale Capital Group Inc.72,686$8.55M1.4%+5.0%0.038%
5/6/2026California Public Employees Retirement System420,701$49.48M0.0%+4.1%0.221%
5/6/2026Centennial Bank AR 7,794$917K0.3%-2.0%0.004%
5/6/2026Kera Capital Partners Inc.4,067$478K0.1%-9.1%0.002%
5/6/2026Gryphon Financial Partners LLC5,850$688K0.1%+7.9%0.003%
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5/6/2026Assetmark Inc.499,780$58.78M0.1%-21.1%0.262%
5/6/2026Bessemer Group Inc.9,036$1.06M0.0%+11.2%0.005%
5/6/2026Allspring Global Investments Holdings LLC473,295$55.45M0.1%+6.8%0.248%
5/6/2026Aware Super Pty Ltd as trustee of Aware Super86,161$10.13M0.2%N/A0.045%
5/5/2026Wealthfront Advisers LLC95,511$11.23M0.0%-0.1%0.050%
5/5/2026Bank of New York Mellon Corp1,469,176$172.79M0.0%-6.4%0.771%
5/5/2026Illinois Municipal Retirement Fund79,890$9.40M0.1%+2.6%0.042%
5/5/2026NFSG Corp250$29K0.0%N/A0.000%
5/5/2026Livforsakringsbolaget Skandia Omsesidigt107,852$12.71M0.5%+9.8%0.057%
5/5/2026Sanctuary Advisors LLC84,736$9.97M0.1%+0.7%0.044%


PHM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,142 institutional investors and hedge funds held shares of PulteGroup. The most heavily invested institutionals were Vanguard Group Inc. ($2.67B), Franklin Resources Inc. ($1.59B), State Street Corp ($1.07B), FMR LLC ($782.53M), Greenhaven Associates Inc. ($648.97M), Geode Capital Management LLC ($608.67M), and First Trust Advisors LP ($507.43M).Learn more on PulteGroup's institutional investors.

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

Of the 980 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 ($11.74M), FMR LLC ($4.57M), Price T Rowe Associates Inc. MD ($2.85M), Franklin Resources Inc. ($2.63M), Massachusetts Financial Services Co. MA ($2.39M), First Trust Advisors LP ($2.13M), and Nuveen LLC ($2.07M).

Institutional investors have bought a total of 35,736,843 shares in the last 24 months. This purchase volume represents approximately $4.22B in transactions.

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: JPMorgan Chase & Co. ($3.24M), Ameriprise Financial Inc. ($960.47K), State Street Corp ($921.48K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($820.15K), Balyasny Asset Management L.P. ($788.29K), Vanguard Group Inc. ($697.56K), and Clark Capital Management Group Inc. ($642.89K).

Institutional investors have sold a total of 23,509,612 shares in the last 24 months. This volume of shares sold represents approximately $2.85B in transactions.


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This page (NYSE:PHM) was last updated on 7/8/2026 by MarketBeat.com Staff.
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