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PulteGroup (PHM) Institutional Ownership

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$128.66 -1.52 (-1.17%)
As of 08/17/2026 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
89.90%
Number of
Institutional Buyers
(last 12 months)
580
Total
Institutional Inflows
(last 12 months)
$3.53B
Number of
Institutional Sellers
(last 12 months)
432
Total
Institutional Outflows
(last 12 months)
$2.55B
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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
8/18/2026Public Employees Retirement System of Ohio65,183$8.94M0.0%N/A0.035%
8/12/2026 Compass Financial Management LLC535$73K0.0%N/A0.000%
8/10/2026 Danske Bank A S45,428$6.23M0.0%N/A0.024%
8/8/2026 Foster & Motley Inc.62,474$8.57M0.4%N/A0.033%
8/7/2026 Commerzbank Aktiengesellschaft FI1,459$200K0.0%N/A0.001%
8/7/2026 Plato Investment Management Ltd2,991$408K0.0%N/A0.002%
8/6/2026 Bank of New York Mellon Corp1,384,237$189.93M0.0%N/A0.738%
8/1/2026 Belpointe Asset Management LLC4,614$633K0.0%-17.4%0.002%
8/1/2026 Soltis Investment Advisors LLC2,033$279K0.0%N/A0.001%
8/1/2026 Integrity Alliance LLC.9,751$1.34M0.0%+8.2%0.005%
8/1/2026 HUB Investment Partners LLC7,055$968K0.0%+9.5%0.004%
8/1/2026 MGO One Seven LLC7,288$1M0.0%+6.3%0.004%
7/31/2026 Convergence Investment Partners LLC10,374$1.42M0.1%N/A0.006%
7/31/2026 Simmons Bank20,096$2.76M0.2%+22.1%0.011%
7/31/2026 Aberdeen Group plc16,423$2.25M0.0%-73.0%0.009%
7/31/2026 Daiwa Securities Group Inc.35,682$4.90M0.0%+4.1%0.019%
7/31/2026 State of Michigan Retirement System78,169$10.73M0.0%+0.8%0.042%
7/30/2026 Milford Funds Ltd.312,140$42.83M0.7%-36.3%0.167%
7/30/2026 Lecap Asset Management Ltd.9,119$1.25M0.5%+45.9%0.005%
7/30/2026 Pictet Asset Management Holding SA376,253$51.63M0.0%-22.5%0.201%
7/30/2026 Assetmark Inc.455,101$62.44M0.1%-8.9%0.243%
7/30/2026 Tokio Marine Asset Management Co. Ltd.8,080$1.11M0.0%+6.3%0.004%
7/30/2026 Chicago Partners Investment Group LLC4,358$598K0.0%-20.9%0.002%
7/30/2026 Sumitomo Mitsui Trust Group Inc.478,245$65.62M0.0%-1.5%0.255%
7/30/2026 Evolution Wealth Advisors LLC1,563$214K0.0%N/A0.001%
7/30/2026 Saiph Capital LLC1,542$212K0.1%N/A0.001%
7/30/2026 Ethic Inc.35,204$4.83M0.1%-5.1%0.019%
7/29/2026 Avestar Capital LLC1,489$205K0.0%N/A0.001%
7/29/2026 Paragon Capital Management Ltd1,560$214K0.0%N/A0.001%
7/29/2026 Ashton Thomas Private Wealth LLC2,574$353K0.0%-85.0%0.001%
7/29/2026 Waterloo Capital L.P.4,062$557K0.0%+16.1%0.002%
7/29/2026 iA Global Asset Management Inc.283,780$38.94M0.5%N/A0.151%
7/29/2026 Swiss Life Asset Management Ltd52,440$7.20M0.0%-2.2%0.028%
7/29/2026 Retirement Systems of Alabama40,017$5.49M0.0%-1.9%0.021%
7/29/2026 Baker Avenue Asset Management LP5,440$746K0.0%-16.9%0.003%
7/29/2026 Resona Asset Management Co. Ltd.60,740$8.34M0.0%-10.5%0.032%
7/29/2026 Oregon Public Employees Retirement Fund23,513$3.23M0.0%+6.8%0.013%
7/29/2026 Greenhaven Associates Inc.5,455,949$748.61M8.6%-0.7%2.911%
7/29/2026 Axxcess Wealth Management LLC3,003$412K0.0%N/A0.002%
7/28/2026 Atria Investments Inc13,322$1.83M0.0%+5.8%0.007%
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7/28/2026 Angeles Wealth Management LLC1,476$203K0.0%N/A0.001%
7/28/2026 Mcdonald Partners LLC310$43K0.0%N/A0.000%
7/28/2026 Kestra Private Wealth Services LLC2,952$405K0.0%-62.7%0.002%
7/28/2026 Asset Management One Co. Ltd.81,444$11.18M0.0%+0.5%0.043%
7/27/2026 Cambridge Investment Research Advisors Inc.17,576$2.41M0.0%-27.5%0.009%
7/27/2026 Leonteq Securities AG975$134K0.0%-58.5%0.001%
7/27/2026 TD Waterhouse Canada Inc.45,479$6.04M0.0%-12.1%0.024%
7/27/2026 Resonant Capital Advisors LLC1,599$220K0.0%N/A0.001%
7/10/2026 Tema ETFs LLC4,495$617K0.0%+10.7%0.002%
7/10/2026 Handelsbanken Fonder AB88,145$12.09M0.0%+4.1%0.046%
7/10/2026 KMG Fiduciary Partners LLC1,651$227K0.0%-37.6%0.001%
7/9/2026 World Equity Group Inc.2,789$383K0.1%N/A0.001%
7/9/2026 Everhart Financial Group Inc.6,299$864K0.1%-10.1%0.003%
7/9/2026 Hennion & Walsh Asset Management Inc.14,131$1.94M0.1%-4.5%0.007%
7/8/2026 Beacon Investment Advisory Services Inc.7,339$1.01M0.0%+11.0%0.004%
7/8/2026 Quantum Financial Advisors LLC1,485$204K0.0%N/A0.001%
7/8/2026 Cooper Financial Group4,055$556K0.0%-33.3%0.002%
7/8/2026 Czech National Bank54,220$7.44M0.0%+3.6%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab25,890$3.55M0.0%+10.7%0.014%
7/8/2026 Assenagon Asset Management S.A.162,798$22.34M0.0%-50.6%0.085%
7/8/2026 Shayne & Jacobs LLC31,942$4.38M1.3%-0.8%0.017%
7/7/2026 Dynamic Advisor Solutions LLC2,156$296K0.0%-43.3%0.001%
7/7/2026 Baron Wealth Management LLC2,522$346K0.1%-21.2%0.001%
7/7/2026 GAMMA Investing LLC4,505$618K0.0%-5.6%0.002%
7/7/2026 Greenfield Savings Bank8,900$1.22M0.5%-0.9%0.005%
7/7/2026 Grove 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%
6/18/2026 Western Wealth Management LLC1,107$130K0.0%N/A0.001%
6/18/2026 Pacer Advisors Inc.875,147$102.93M0.2%+18.9%0.459%
6/15/2026 Lombard Odier Asset Management Europe Ltd22,097$2.60M0.0%N/A0.012%
6/3/2026 Parallel Advisors LLC3,985$469K0.0%+20.7%0.002%
6/3/2026 NewEdge Advisors LLC9,710$1.14M0.0%+39.2%0.005%
5/26/2026 Glenmede Trust Co. NA40,365$4.75M0.0%+0.7%0.021%
5/22/2026 Summitry LLC2,812$331K0.0%-16.4%0.001%
5/19/2026 Western Wealth Management LLC1,107$130K0.0%N/A0.001%
5/19/2026 Winnow Wealth LLC7,367$866K0.7%-5.6%0.004%
5/19/2026 NewEdge Advisors LLC5,041$554K0.0%-27.8%0.003%
5/19/2026 Bank of America Corp DE1,963,175$230.89M0.0%+4.3%1.031%
5/19/2026 Edgestream Partners L.P.75,545$8.89M0.3%+11.2%0.040%
5/19/2026 Kentucky 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%
5/19/2026 Oddo BHF Asset Management Sas11,516$1.35M0.1%+1.1%0.006%
5/19/2026 Strategic Investment Advisors MI11,970$1.41M0.1%+182.4%0.006%
5/18/2026 Amundi1,438,508$169.18M0.0%+28.6%0.755%
5/18/2026 EverSource Wealth Advisors LLC1,775$209K0.0%+42.6%0.001%
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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%
5/18/2026 Royal 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%
5/16/2026 The Manufacturers Life Insurance Company101,884$11.98M0.0%-7.5%0.053%
5/16/2026 Glen Eagle Advisors LLC3,561$419K0.1%-5.7%0.002%
5/16/2026 Quantinno Capital Management LP650,025$76.45M0.1%+2.6%0.341%
5/16/2026 Clough Capital Partners L P318,349$37.44M3.6%+11.8%0.167%
5/15/2026 Gateway Wealth Partners LLC1,714$202K0.0%N/A0.001%


PHM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,124 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. ($748.61M), 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 962 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 28,510,087 shares in the last 24 months. This purchase volume represents approximately $3.52B in transactions.

Of the 432 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. ($2.55M), Ameriprise Financial Inc. ($960.47K), State Street Corp ($842.05K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($820.15K), Balyasny Asset Management L.P. ($788.29K), Clark Capital Management Group Inc. ($642.89K), and Man Group plc ($628.31K).

Institutional investors have sold a total of 20,439,244 shares in the last 24 months. This volume of shares sold represents approximately $2.55B in transactions.



Institutional ownership data for NYSE:PHM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/18/2026. New 13F filings are added each quarter as they're published.
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