PulteGroup (PHM) Institutional Ownership

$117.68
+0.69 (+0.59%)
(As of 05/10/2024 ET)

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

Current
Institutional Ownership
Percentage
89.90%
Number of
Institutional Buyers
(last 12 months)
519
Total
Institutional Inflows
(last 12 months)
$2.94B
Number of
Institutional Sellers
(last 12 months)
360
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
5/10/2024Mitsubishi UFJ Trust & Banking Corp290,381$34.69M0.1%-17.2%0.138%
5/10/2024Pinkerton Retirement Specialists LLC1,774$214K0.0%N/A0.001%
5/10/2024Mizuho Markets Americas LLC18,230$2.20M0.1%N/A0.009%
5/10/2024Homestead Advisers Corp375,500$45.12M1.1%+89.8%0.179%
5/10/2024 Tocqueville Asset Management L.P.5,092$614K0.0%+2.0%0.002%
5/10/2024 Sentry Investment Management LLC1,261$152K0.1%N/A0.001%
5/10/2024 Nwam LLC2,056$241K0.0%N/A0.001%
5/9/2024 Orion Portfolio Solutions LLC30,919$3.73M0.0%-14.8%0.015%
5/9/2024 Blair William & Co. IL27,269$3.29M0.0%+1.9%0.013%
5/9/2024 Lord Abbett & CO. LLC10,476$1.26M0.0%+29.2%0.005%
5/9/2024 Delta Investment Management LLC2,056$248K0.1%N/A0.001%
5/9/2024 SageView Advisory Group LLC2,529$297K0.0%N/A0.001%
5/9/2024 D Orazio & Associates Inc.2,733$330K0.1%+10.7%0.001%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.249,558$30.10M0.0%+19.1%0.119%
5/9/2024 State Board of Administration of Florida Retirement System297,544$35.89M0.1%+6.2%0.141%
5/9/2024 Patton Fund Management Inc.58,826$7.10M1.3%-9.1%0.028%
5/9/2024 Koshinski Asset Management Inc.1,968$237K0.0%N/A0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.258,954$31.24M0.1%-30.8%0.123%
5/8/2024 Entropy Technologies LP3,470$419K0.0%N/A0.002%
5/8/2024 Edmond DE Rothschild Holding S.A.198,725$23.97M0.4%-2.5%0.094%
5/8/2024 ProShare Advisors LLC39,578$4.77M0.0%-5.4%0.019%
5/8/2024 Avantax Advisory Services Inc.2,965$358K0.0%N/A0.001%
5/8/2024 US Bancorp DE13,888$1.68M0.0%+13.6%0.007%
5/8/2024 Russell Investments Group Ltd.679,940$81.90M0.1%+34.4%0.323%
5/8/2024 QRG Capital Management Inc.405,145$48.87M0.6%+2.2%0.193%
5/8/2024 Inspire Investing LLC11,169$1.35M0.1%-5.7%0.005%
5/7/2024 Meeder Asset Management Inc.88,077$10.62M0.7%+52.1%0.042%
5/7/2024 Choate Investment Advisors2,998$362K0.0%-5.3%0.001%
5/7/2024 Fiduciary Family Office LLC6,909$833K0.3%+38.6%0.003%
5/7/2024 Sei Investments Co.311,502$37.57M0.1%+60.9%0.148%
5/7/2024 Quantum Private Wealth LLC3,008$363K0.1%+30.3%0.001%
5/7/2024 Concurrent Investment Advisors LLC2,470$298K0.0%N/A0.001%
5/7/2024 Atomi Financial Group Inc.4,082$492K0.0%+6.3%0.002%
5/7/2024 Montag A & Associates Inc.35,345$4.27M0.2%-1.6%0.017%
5/7/2024 Tectonic Advisors LLC3,944$476K0.0%+5.3%0.002%
5/7/2024 Smithfield Trust Co3,161$381K0.0%-3.7%0.002%
5/7/2024 Swiss National Bank645,600$77.87M0.1%-5.9%0.307%
5/7/2024 Forsta AP Fonden41,600$5.02M0.0%+9.2%0.020%
5/7/2024 ClariVest Asset Management LLC29,030$3.50M0.4%-69.5%0.014%
5/7/2024 Oppenheimer Asset Management Inc.2,702$326K0.0%-41.5%0.001%
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5/7/2024 Oppenheimer & Co. Inc.60,758$7.33M0.1%+16.6%0.029%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management57,896$6.98M0.2%+17.6%0.028%
5/7/2024 SG Americas Securities LLC31,824$3.84M0.0%+291.1%0.015%
5/7/2024 Empowered Funds LLC192,888$23.27M0.4%-0.3%0.092%
5/6/2024 LSV Asset Management3,714,480$448.04M0.9%-4.5%1.766%
5/6/2024 Envestnet Portfolio Solutions Inc.16,479$1.99M0.0%+9.0%0.008%
5/6/2024 Empirical Finance LLC14,811$1.79M0.1%+1.8%0.007%
5/6/2024 Leuthold Group LLC115,634$13.95M1.6%-0.2%0.055%
5/6/2024 OLD Second National Bank of Aurora44,604$5.38M1.4%-3.3%0.021%
5/6/2024 W.H. Cornerstone Investments Inc.3,840$463K0.3%+20.4%0.002%
5/6/2024 Texas Permanent School Fund Corp43,862$5.29M0.0%-1.5%0.021%
5/4/2024 Geneos Wealth Management Inc.21,850$2.64M0.1%-2.7%0.010%
5/4/2024 Team Hewins LLC3,077$372K0.1%-8.7%0.001%
5/4/2024 Affinity Investment Advisors LLC13,806$1.67M1.2%-33.9%0.007%
5/4/2024 Csenge Advisory Group8,262$997K0.1%-18.3%0.004%
5/4/2024 Richardson Financial Services Inc.533$64K0.0%-25.5%0.000%
5/3/2024 FDx Advisors Inc.3,603$435K0.1%-27.1%0.002%
5/3/2024 TFB Advisors LLC5,919$662K0.2%+103.3%0.003%
5/3/2024 Mediolanum International Funds Ltd78,341$9.25M0.2%N/A0.037%
5/3/2024 Larson Financial Group LLC32,553$3.93M0.3%-1.0%0.015%
5/3/2024 WealthTrust Asset Management LLC7,506$905K0.7%+3.1%0.004%
5/3/2024 Rehmann Capital Advisory Group2,854$344K0.0%-4.9%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC117,513$14.17M0.0%-2.4%0.056%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S65,360$7.88M0.1%+2.9%0.031%
5/3/2024 Patron Partners LLC5,400$651K0.4%-1.8%0.003%
5/2/2024 Mutual of America Capital Management LLC27,829$3.36M0.0%-3.8%0.013%
5/2/2024 FinTrust Capital Advisors LLC586$71K0.0%-26.1%0.000%
5/2/2024 Wright Investors Service Inc.26,055$3.14M0.8%-15.4%0.012%
5/2/2024 Daiwa Securities Group Inc.25,098$3.03M0.0%+27.3%0.012%
5/2/2024 Quent Capital LLC2,808$339K0.0%+16.1%0.001%
5/2/2024 Nordea Investment Management AB666,156$80.38M0.1%-11.6%0.317%
5/2/2024 Fidelis Capital Partners LLC3,340$403K0.1%+17.2%0.002%
5/2/2024 Tokio Marine Asset Management Co. Ltd.7,299$880K0.0%-6.1%0.003%
5/2/2024 Family Firm Inc.4,071$491K0.1%-6.2%0.002%
5/2/2024 Broad Peak Investment Holdings Ltd.26,500$3.20M0.6%-39.9%0.013%
5/1/2024 GLOBALT Investments LLC GA13,580$1.64M0.1%-3.4%0.006%
5/1/2024 Janney Montgomery Scott LLC388,298$46.84M0.1%+130.2%0.185%
5/1/2024 BNP Paribas Financial Markets425,989$51.38M0.0%+35.9%0.203%
5/1/2024 Precision Wealth Strategies LLC3,308$399K0.4%-9.6%0.002%
5/1/2024 Mirae Asset Global Investments Co. Ltd.62,289$7.51M0.0%-39.7%0.030%
4/30/2024 Private Advisor Group LLC12,948$1.56M0.0%+36.5%0.006%
4/30/2024 Consolidated Portfolio Review Corp14,815$1.79M0.5%N/A0.007%
4/30/2024 Retirement Systems of Alabama251,316$30.31M0.1%-0.3%0.119%
4/30/2024 Norden Group LLC8,624$1.04M0.1%N/A0.004%
4/30/2024 Van ECK Associates Corp42,042$5.07M0.0%+6.6%0.020%
4/30/2024 SpiderRock Advisors LLC2,641$291K0.0%N/A0.001%
4/30/2024Concord Wealth Partners4,845$584K0.1%+99.4%0.002%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,500$181K0.0%N/A0.001%
4/30/2024 Vest Financial LLC7,617$919K0.0%+232.2%0.004%
4/30/2024 Caprock Group LLC4,246$513K0.0%+14.3%0.002%
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4/30/2024 Perigon Wealth Management LLC3,262$393K0.0%+49.6%0.002%
4/30/2024 SkyOak Wealth LLC7,260$876K0.2%+22.7%0.003%
4/30/2024 Claret Asset Management Corp1,771$214K0.0%N/A0.001%
4/30/2024 Allspring Global Investments Holdings LLC733,804$88.51M0.1%+40.9%0.349%
4/29/2024Commonwealth Equity Services LLC41,991$5.07M0.0%+35.8%0.020%
4/29/2024 Greenleaf Trust4,099$494K0.0%-24.4%0.002%
4/29/2024 Principal Financial Group Inc.394,760$47.62M0.0%-0.2%0.188%
4/29/2024 Benjamin Edwards Inc.215$26K0.0%N/A0.000%
4/29/2024 Horizon Advisory Services Inc.3,389$409K0.2%N/A0.002%
4/29/2024 Seascape Capital Management51,624$6.23M2.3%-7.2%0.025%
(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, 852 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), Dimensional Fund Advisors LP ($601.81M), Greenhaven Associates Inc. ($591.08M), 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 721 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 63,413,466 shares in the last 24 months. This purchase volume represents approximately $4.07B in transactions.

Which PulteGroup major shareholders have been selling company stock?

Of the 496 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), Bank of New York Mellon Corp ($2.71M), Balyasny Asset Management L.P. ($2.50M), BlackRock Inc. ($2.09M), Vanguard Group Inc. ($2.00M), and FMR LLC ($1.43M).

How much institutional selling is happening at PulteGroup?

Institutional investors have sold a total of 54,912,988 shares in the last 24 months. This volume of shares sold represents approximately $3.32B in transactions.


This page (NYSE:PHM) was last updated on 5/11/2024 by MarketBeat.com Staff

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