PulteGroup (PHM) Institutional Ownership

$119.07
+0.41 (+0.35%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
89.90%
Number of
Institutional Buyers
(last 12 months)
511
Total
Institutional Inflows
(last 12 months)
$2.51B
Number of
Institutional Sellers
(last 12 months)
358
Total
Institutional Outflows
(last 12 months)
$1.87B
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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
5/17/2024 Wahed Invest LLC4,135$499K0.1%+13.1%0.002%
5/17/2024 Plato Investment Management Ltd9,334$1.13M0.1%+216.1%0.004%
5/17/2024 iA Global Asset Management Inc.17,679$2.13M0.0%-35.8%0.008%
5/17/2024 LBP AM SA10,631$1.28M0.1%-9.2%0.005%
5/17/2024 Hancock Whitney Corp1,897$229K0.0%-13.9%0.001%
5/17/2024 Comerica Bank102,788$12.40M0.1%+1.0%0.049%
5/17/2024 Tidal Investments LLC27,398$3.29M0.1%-17.2%0.013%
5/16/2024 Redwood Investment Management LLC12,888$1.56M0.1%-5.5%0.006%
5/16/2024 California State Teachers Retirement System337,497$40.71M0.1%-1.1%0.160%
5/16/2024 Meiji Yasuda Life Insurance Co13,050$1.57M0.0%+148.6%0.006%
5/16/2024 B. Riley Wealth Advisors Inc.4,472$539K0.0%+7.4%0.002%
5/16/2024 Virtus Investment Advisers Inc.7,614$918K0.7%-7.0%0.004%
5/16/2024 Interval Partners LP10,000$1.21M0.0%N/A0.005%
5/16/2024 Captrust Financial Advisors1,085,939$130.99M0.4%+18.4%0.516%
5/16/2024 Paloma Partners Management Co24,391$2.94M0.2%+351.5%0.012%
5/15/2024 Ascent Group LLC3,120$376K0.0%+4.5%0.001%
5/15/2024 SVB Wealth LLC4,455$537K0.0%-10.5%0.002%
5/15/2024 Public Employees Retirement System of Ohio114,237$13.78M0.1%-2.2%0.054%
5/15/2024 Public Employees Retirement Association of Colorado24,424$2.95M0.0%-12.4%0.012%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund7,000$844K0.1%-8.9%0.003%
5/15/2024 Kentucky Retirement Systems16,108$1.94M0.1%-6.6%0.008%
5/15/2024 Price T Rowe Associates Inc. MD331,553$39.99M0.0%+3.8%0.158%
5/15/2024 Hyperion Capital Advisors LP2,388$288K0.1%N/A0.001%
5/15/2024 Lazard Asset Management LLC464,217$55.99M0.1%+1.1%0.221%
5/15/2024 1832 Asset Management L.P.31,081$3.75M0.0%+8.3%0.015%
5/15/2024 Gabelli Funds LLC40,500$4.89M0.0%-14.6%0.019%
5/14/2024 Canada Pension Plan Investment Board188,787$22.77M0.0%+54.4%0.090%
5/14/2024 K2 Principal Fund L.P.11,000$1.33M0.2%N/A0.005%
5/14/2024 Westwood Holdings Group Inc.2,528$305K0.0%-4.5%0.001%
5/14/2024 Toronto Dominion Bank122,019$14.72M0.0%-14.7%0.058%
5/14/2024 Sheaff Brock Investment Advisors LLC1,745$210K0.0%N/A0.001%
5/14/2024 Advisors Asset Management Inc.1,712$207K0.0%-50.3%0.001%
5/14/2024 EP Wealth Advisors LLC2,037$246K0.0%N/A0.001%
5/14/2024 CreativeOne Wealth LLC4,449$536K0.0%+5.3%0.002%
5/14/2024 Delap Wealth Advisory LLC3,330$402K0.2%N/A0.002%
5/14/2024 EntryPoint Capital LLC351$42K0.0%-53.2%0.000%
5/14/2024 Vident Advisory LLC143,226$17.28M0.4%+1,259.3%0.068%
5/14/2024 Shell Asset Management Co.8,932$1.08M0.0%+135.5%0.004%
5/14/2024 Burns Matteson Capital Management LLC3,478$420K0.2%N/A0.002%
5/14/2024 MQS Management LLC9,804$1.18M0.7%-10.3%0.005%
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5/14/2024 Natixis69,240$8.35M0.0%-36.8%0.033%
5/14/2024 Pitcairn Co.7,177$866K0.1%+12.7%0.003%
5/14/2024 CANADA LIFE ASSURANCE Co396,561$47.87M0.1%-2.5%0.189%
5/14/2024 American International Group Inc.57,546$6.94M0.0%-2.6%0.027%
5/14/2024 Twin Capital Management Inc.45,030$5.43M0.7%-19.6%0.021%
5/14/2024 Lake Street Advisors Group LLC2,026$245K0.0%N/A0.001%
5/13/2024 Bessemer Group Inc.16,430$1.98M0.0%+108.6%0.008%
5/13/2024 UniSuper Management Pty Ltd10,925$1.32M0.0%+377.1%0.005%
5/13/2024 Seven Eight Capital LP10,457$1.26M0.1%N/A0.005%
5/13/2024 O Shaughnessy Asset Management LLC369,175$44.53M0.5%+2.8%0.176%
5/11/2024 Trustmark National Bank Trust Department26,272$3.17M0.3%+8.3%0.012%
5/11/2024 Covestor Ltd415$50K0.0%-83.9%0.000%
5/11/2024 Edgestream Partners L.P.21,302$2.57M0.1%-31.2%0.010%
5/11/2024 Patten & Patten Inc. TN115,095$13.88M1.0%+1.3%0.055%
5/10/2024 Osaic Holdings Inc.120,456$14.53M0.0%-40.6%0.057%
5/10/2024 South Street Advisors LLC1,700$205K0.0%N/A0.001%
5/10/2024 TIAA Trust National Association94,935$11.45M0.0%N/A0.045%
5/10/2024 Vanguard Group Inc.24,301,051$2.93B0.1%-2.0%11.553%
5/10/2024 Intech Investment Management LLC140,062$16.89M0.2%+102.7%0.067%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp290,381$34.69M0.1%-17.2%0.138%
5/10/2024 Pinkerton Retirement Specialists LLC1,774$214K0.0%N/A0.001%
5/10/2024 Mizuho Markets Americas LLC18,230$2.20M0.1%N/A0.009%
5/10/2024 Homestead 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%
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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%
5/7/2024 Oppenheimer & Co. Inc.60,758$7.33M0.1%+16.6%0.029%
(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, 865 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 724 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 62,613,035 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 495 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 50,971,122 shares in the last 24 months. This volume of shares sold represents approximately $3.17B in transactions.


This page (NYSE:PHM) was last updated on 5/18/2024 by MarketBeat.com Staff

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