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PulteGroup (PHM) Institutional Ownership

$130.02
+5.02 (+4.02%)
(As of 07/26/2024 ET)

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

Current
Institutional Ownership
Percentage
89.90%
Number of
Institutional Buyers
(last 12 months)
524
Total
Institutional Inflows
(last 12 months)
$2.31B
Number of
Institutional Sellers
(last 12 months)
370
Total
Institutional Outflows
(last 12 months)
$1.84B
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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
7/26/2024Patriot Financial Group Insurance Agency LLC2,270$250K0.0%N/A0.001%
7/26/2024Cambridge Investment Research Advisors Inc.20,930$2.30M0.0%+21.8%0.010%
7/26/2024AustralianSuper Pty Ltd370,932$40.84M0.2%-3.9%0.179%
7/26/2024Atomi Financial Group Inc.4,477$493K0.0%+9.7%0.002%
7/26/2024Railway Pension Investments Ltd134,539$14.81M0.2%-64.1%0.065%
7/26/2024Allspring Global Investments Holdings LLC637,646$70.21M0.1%-13.1%0.307%
7/26/2024State of Michigan Retirement System82,269$9.06M0.0%-7.8%0.040%
7/26/2024 Verdence Capital Advisors LLC3,501$386K0.0%-54.0%0.002%
7/26/2024 AlphaCentric Advisors LLC1,733$191K0.1%-44.7%0.001%
7/26/2024 Bank of New York Mellon Corp1,589,015$174.95M0.0%-7.8%0.755%
7/26/2024 Patten Group Inc.3,805$419K0.1%+2.9%0.002%
7/25/2024 Cypress Capital Group8,263$910K0.1%-11.2%0.004%
7/25/2024 Raymond James Trust N.A.19,002$2.09M0.0%-4.6%0.009%
7/25/2024 Capital Advisors Ltd. LLC474$52K0.0%+746.4%0.000%
7/25/2024 Pinnacle Wealth Management Advisory Group LLC6,015$662K0.1%+75.5%0.003%
7/25/2024 Mn Services Vermogensbeheer B.V.84,700$9.33M0.1%-2.9%0.040%
7/24/2024 Colton Groome Financial Advisors LLC3,975$438K0.2%N/A0.002%
7/24/2024 Retirement Systems of Alabama239,363$26.35M0.1%-4.8%0.114%
7/24/2024 Lebenthal Global Advisors LLC2,329$256K0.1%+3.9%0.001%
7/24/2024 Everhart Financial Group Inc.4,963$546K0.1%+18.8%0.002%
7/24/2024 Premier Path Wealth Partners LLC2,217$244K0.0%+27.9%0.001%
7/24/2024 JB Capital LLC29,729$3.27M0.2%-5.0%0.014%
7/24/2024 New York State Teachers Retirement System267,394$29.44M0.1%-5.1%0.127%
7/24/2024 Louisiana State Employees Retirement System11,900$1.31M0.0%-3.3%0.006%
7/24/2024 &PARTNERS4,776$526K0.0%N/A0.002%
7/23/2024 Private Advisory Group LLC8,634$951K0.1%-5.3%0.004%
7/23/2024 Hennessy Advisors Inc.25,600$2.82M0.1%-1.5%0.012%
7/23/2024 Inlet Private Wealth LLC11,300$1.24M0.3%+1.8%0.005%
7/23/2024 Eads & Heald Wealth Management2,739$302K0.1%+7.9%0.001%
7/23/2024 Vicus Capital1,823$201K0.0%+8.3%0.001%
7/23/2024 Fifth Third Wealth Advisors LLC2,311$254K0.0%N/A0.001%
7/22/2024 Atria Wealth Solutions Inc.9,066$999K0.0%+17.0%0.004%
7/22/2024 Aaron Wealth Advisors LLC1,984$218K0.0%+10.1%0.001%
7/22/2024 Chevy Chase Trust Holdings LLC114,900$12.65M0.0%-2.2%0.055%
7/22/2024 Harel Insurance Investments & Financial Services Ltd.2,109$231K0.0%+40.6%0.001%
7/20/2024 Continuum Advisory LLC317$35K0.0%+94.5%0.000%
7/20/2024 NatWest Group plc81,571$8.98M3.1%+6.3%0.039%
7/20/2024 Nisa Investment Advisors LLC97,608$10.77M0.1%-12.2%0.046%
7/20/2024 Hennion & Walsh Asset Management Inc.16,385$1.80M0.1%-20.8%0.008%
7/19/2024 BTC Capital Management Inc.58,753$6.47M0.6%-1.5%0.028%
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7/19/2024 Shayne & Jacobs LLC34,111$3.76M1.0%-6.7%0.016%
7/19/2024 Raymond James & Associates325,858$35.88M0.0%+7.6%0.155%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.535,275$58.93M0.0%-13.8%0.254%
7/19/2024 McGlone Suttner Wealth Management Inc.1,953$202K0.1%-26.7%0.001%
7/19/2024 1858 Wealth Management LLC2,682$295K0.2%-15.4%0.001%
7/18/2024 Blue Trust Inc.4,683$565K0.0%+46.9%0.002%
7/18/2024 Outlook Wealth Advisors LLC7,410$816K0.3%-1.6%0.004%
7/18/2024 Assenagon Asset Management S.A.23,621$2.60M0.0%-34.7%0.011%
7/18/2024 Swedbank AB567,955$62.53M0.1%-0.7%0.270%
7/17/2024 W.H. Cornerstone Investments Inc.3,514$387K0.3%-8.5%0.002%
7/17/2024 Trivant Custom Portfolio Group LLC14,918$1.64M1.0%+10.9%0.007%
7/17/2024 Wedge Capital Management L L P NC371,976$40.96M0.7%-11.0%0.177%
7/17/2024 SteelPeak Wealth LLC17,946$1.98M0.1%N/A0.009%
7/17/2024 Baader Bank Aktiengesellschaft5,715$629K0.0%N/A0.003%
7/17/2024 180 Wealth Advisors LLC23,182$2.64M0.4%+561.4%0.011%
7/16/2024 Envestnet Portfolio Solutions Inc.17,788$1.96M0.0%+7.9%0.008%
7/16/2024 ORG Partners LLC558$59K0.0%+67.6%0.000%
7/16/2024 Patton Fund Management Inc.49,439$5.44M1.1%-16.0%0.024%
7/16/2024 V Square Quantitative Management LLC5,149$567K0.1%-8.9%0.002%
7/16/2024 Wealth Enhancement Advisory Services LLC50,746$5.59M0.0%-10.4%0.024%
7/16/2024 NorthCrest Asset Manangement LLC120,815$13.30M0.4%+2.7%0.057%
7/16/2024 FCG Investment Co5,475$603K0.5%+6.5%0.003%
7/16/2024 Wedmont Private Capital2,821$328K0.0%+10.6%0.001%
7/16/2024 Cooper Financial Group3,652$402K0.1%N/A0.002%
7/16/2024 Sequoia Financial Advisors LLC18,127$2.00M0.0%+3.7%0.009%
7/16/2024 LVW Advisors LLC7,911$871K0.1%+266.8%0.004%
7/15/2024 MorganRosel Wealth Management LLC9,999$1.10M0.4%-8.3%0.005%
7/15/2024 Aspire Private Capital LLC9,253$1.02M0.3%+3.3%0.004%
7/15/2024 RFG Advisory LLC2,767$305K0.0%-3.9%0.001%
7/15/2024 Securian Asset Management Inc.12,094$1.33M0.0%-3.2%0.006%
7/15/2024 Artemis Investment Management LLP34,696$3.82M0.1%N/A0.016%
7/15/2024 Greenhaven Associates Inc.5,576,308$613.95M8.1%-1.7%2.651%
7/15/2024 Coastline Trust Co13,681$1.51M0.2%N/A0.007%
7/15/2024 Czech National Bank40,083$4.41M0.1%+7.4%0.019%
7/12/2024 Peak Financial Advisors LLC25,946$2.86M1.6%+0.9%0.012%
7/12/2024 Gateway Investment Advisers LLC7,173$790K0.0%-16.7%0.003%
7/12/2024 Opal Wealth Advisors LLC1,750$193K0.1%N/A0.001%
7/12/2024 QRG Capital Management Inc.402,367$44.30M0.5%-0.7%0.191%
7/12/2024 Carolina Wealth Advisors LLC8,116$894K0.4%+13.0%0.004%
7/11/2024 CHICAGO TRUST Co NA1,834$202K0.0%N/A0.001%
7/11/2024 OLD National Bancorp IN3,162$348K0.0%+26.9%0.002%
7/11/2024 Duncan Williams Asset Management LLC7,179$790K0.7%+9.5%0.003%
7/11/2024 Symmetry Partners LLC13,957$1.54M0.1%-35.1%0.007%
7/11/2024 Clarius Group LLC7,134$785K0.1%-2.4%0.003%
7/11/2024 CX Institutional3,603$397K0.0%+127.0%0.002%
7/10/2024 Cyr Financial Inc.6,269$690K0.7%N/A0.003%
7/10/2024Simplicity Wealth LLC3,341$368K0.0%-3.2%0.002%
7/10/2024 Aprio Wealth Management LLC6,337$698K0.1%+27.1%0.003%
7/10/2024 Greenfield Savings Bank6,312$695K0.4%+15.0%0.003%
7/10/2024 Gulf International Bank UK Ltd18,335$2.02M0.1%-3.9%0.009%
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7/10/2024 Five Oceans Advisors2,070$228K0.1%-9.9%0.001%
7/10/2024 CWM LLC17,826$1.96M0.0%-10.2%0.008%
7/9/2024 Park Avenue Securities LLC35,423$3.90M0.0%+7.8%0.017%
7/9/2024 Harbor Capital Advisors Inc.4,473$492K0.0%-3.2%0.002%
7/9/2024 Mather Group LLC.1,542$186K0.0%+13.7%0.001%
7/8/2024 Versant Capital Management Inc365$40K0.0%+551.8%0.000%
7/5/2024 DNB Asset Management AS33,742$3.72M0.0%+4.9%0.016%
7/2/2024 Massmutual Trust Co. FSB ADV1,381$152K0.0%+9.9%0.001%
7/2/2024 First Hawaiian Bank4,737$522K0.0%+93.3%0.002%
7/2/2024 GAMMA Investing LLC1,590$175K0.0%+37.5%0.001%
(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, 880 institutional investors and hedge funds held shares of PulteGroup. The most heavily invested institutionals were Vanguard Group Inc. ($2.93B), BlackRock Inc. ($1.62B), Putnam Investments LLC ($1.14B), State Street Corp ($802.07M), Greenhaven Associates Inc. ($613.95M), Dimensional Fund Advisors LP ($601.81M), and LSV Asset Management ($448.04M).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 740 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 BlackRock Inc. ($2.03M).

How much institutional buying is happening at PulteGroup?

Institutional investors have bought a total of 62,821,752 shares in the last 24 months. This purchase volume represents approximately $4.15B in transactions.

Which PulteGroup major shareholders have been selling company stock?

Of the 505 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. ($4.35M), Brandywine Global Investment Management LLC ($2.89M), Balyasny Asset Management L.P. ($2.50M), Vanguard Group Inc. ($2.00M), FMR LLC ($1.43M), Premier Fund Managers Ltd ($1.41M), and Dimensional Fund Advisors LP ($1.26M).

How much institutional selling is happening at PulteGroup?

Institutional investors have sold a total of 51,060,164 shares in the last 24 months. This volume of shares sold represents approximately $3.23B in transactions.


This page (NYSE:PHM) was last updated on 7/27/2024 by MarketBeat.com Staff

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