Free Trial
→ I was wrong. Dead wrong. (From Porter & Company) (Ad) Free PHM Stock Alerts

PulteGroup (PHM) Institutional Ownership

PulteGroup logo
$115.76 -1.28 (-1.09%)
As of 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
89.90%
Number of
Institutional Buyers
(last 12 months)
538
Total
Institutional Inflows
(last 12 months)
$2.65B
Number of
Institutional Sellers
(last 12 months)
375
Total
Institutional Outflows
(last 12 months)
$1.50B
Get PHM Insider Trade Alerts

Want to know when executives and insiders are buying or selling PulteGroup stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PHM Institutional Buying and Selling by Quarter

PulteGroup Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Vista Investment Partners LLC18,818$2.05M0.6%+3.1%0.009%
1/21/2025Duncan Williams Asset Management LLC6,937$755K0.3%-4.0%0.003%
1/21/2025Patton Albertson Miller Group LLC76,471$8.33M1.1%+2.2%0.037%
1/21/2025AEGON ASSET MANAGEMENT UK Plc171,955$18.73M0.2%-3.7%0.084%
1/21/2025Geneos Wealth Management Inc.20,944$2.28M0.1%-3.4%0.010%
1/21/2025Fifth Third Bancorp7,425$809K0.0%-5.6%0.004%
1/21/2025DGS Capital Management LLC1,854$202K0.1%-5.0%0.001%
1/21/2025Exchange Traded Concepts LLC7,046$767K0.0%+38.2%0.003%
1/21/2025Impact Partnership Wealth LLC4,262$464K0.1%N/A0.002%
1/21/2025Sound Income Strategies LLC1,961$214K0.0%+24.4%0.001%
1/21/2025RFG Advisory LLC2,153$234K0.0%+45.9%0.001%
1/21/2025McGlone Suttner Wealth Management Inc.2,101$229K0.0%-34.3%0.001%
1/17/2025 FCG Investment Co3,377$368K0.2%+4.7%0.002%
1/17/2025 Inspire Investing LLC9,874$1.08M0.1%+24.9%0.005%
1/17/2025 Trust Co. of Oklahoma2,546$277K0.1%N/A0.001%
1/17/2025 Avior Wealth Management LLC752$82K0.0%-10.8%0.000%
1/17/2025 Raleigh Capital Management Inc.4,167$454K0.2%-5.5%0.002%
1/17/2025 Hudson Capital Management LLC38,039$4.14M1.3%-4.2%0.019%
1/17/2025 Janney Montgomery Scott LLC265,962$28.96M0.1%-12.2%0.130%
1/17/2025 Bartlett & CO. Wealth Management LLC649$71K0.0%-17.0%0.000%
1/17/2025 SG Americas Securities LLC131,239$14.29M0.1%-0.1%0.064%
1/17/2025 Sharp Financial Services LLC2,660$290K0.2%+86.0%0.001%
1/17/2025 Cetera Trust Company N.A9,147$996K0.6%+8.4%0.004%
1/17/2025 Park Place Capital Corp3,348$365K0.1%-11.5%0.002%
1/17/2025 Eads & Heald Wealth Management3,552$387K0.2%+33.9%0.002%
1/17/2025 Nisa Investment Advisors LLC96,064$10.49M0.0%-19.8%0.047%
1/17/2025 Greenhaven Associates Inc.5,584,228$608.12M9.0%-0.2%2.723%
1/17/2025 Aspire Private Capital LLC10,142$1.10M0.3%+7.8%0.005%
1/17/2025 Atomi Financial Group Inc.4,124$449K0.0%-17.2%0.002%
1/17/2025 Segment Wealth Management LLC4,800$523K0.0%-94.6%0.002%
1/16/2025 Crossmark Global Holdings Inc.15,817$1.72M0.0%-31.2%0.008%
1/16/2025 M.E. Allison & CO. Inc.4,074$444K0.5%N/A0.002%
1/16/2025 LVW Advisors LLC9,612$1.05M0.1%-5.8%0.005%
1/15/2025 Aaron Wealth Advisors LLC2,151$234K0.0%+7.2%0.001%
1/15/2025 Smith Salley Wealth Management3,569$389K0.0%-7.3%0.002%
1/15/2025 Premier Path Wealth Partners LLC2,572$280K0.0%+3.8%0.001%
1/15/2025 Trivant Custom Portfolio Group LLC14,274$1.55M0.9%-6.8%0.007%
1/15/2025 Brooklyn Investment Group1,217$131K0.0%+18.0%0.001%
1/15/2025 Merit Financial Group LLC12,775$1.39M0.0%+416.0%0.006%
1/15/2025 Wedge Capital Management L L P NC32,836$3.58M0.1%-91.7%0.016%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
1/15/2025 Wealthcare Advisory Partners LLC1,940$211K0.0%-9.7%0.001%
1/15/2025 Avanza Fonder AB22,972$2.50M0.1%N/A0.011%
1/15/2025 Hennessy Advisors Inc.23,600$2.57M0.1%-5.6%0.012%
1/15/2025 Ritholtz Wealth Management73,807$8.04M0.2%+29.3%0.036%
1/15/2025 Hennion & Walsh Asset Management Inc.14,135$1.54M0.1%-3.1%0.007%
1/14/2025 Carolina Wealth Advisors LLC5,482$597K0.3%-26.2%0.003%
1/14/2025 Contravisory Investment Management Inc.9,236$1.01M0.2%+1.6%0.005%
1/14/2025 Burney Co.97,717$10.64M0.4%-37.0%0.048%
1/14/2025 Peak Financial Advisors LLC27,460$2.99M1.6%-0.9%0.013%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.444$48K0.0%+41.9%0.000%
1/14/2025 Park Avenue Securities LLC37,734$4.11M0.0%+16.5%0.018%
1/14/2025 Kathmere Capital Management LLC5,062$551K0.0%-2.8%0.002%
1/14/2025 Assenagon Asset Management S.A.39,068$4.26M0.0%-16.2%0.019%
1/14/2025 Board of the Pension Protection Fund3,200$348K0.4%N/A0.002%
1/14/2025 Fifth Third Wealth Advisors LLC3,433$374K0.0%+41.5%0.002%
1/14/2025 Accurate Wealth Management LLC2,632$283K0.1%-10.1%0.001%
1/14/2025 180 Wealth Advisors LLC26,420$2.88M0.5%+6.2%0.013%
1/14/2025 Global Financial Private Client LLC6,790$739K0.3%+44.2%0.003%
1/13/2025 Greenfield Savings Bank7,052$768K0.4%+5.9%0.003%
1/13/2025 Wright Investors Service Inc.23,930$2.61M0.8%-24.2%0.012%
1/13/2025 Eastern Bank142,740$15.54M0.3%+4.6%0.070%
1/13/2025 Cooper Financial Group5,691$620K0.1%-16.1%0.003%
1/13/2025 Wedmont Private Capital3,050$328K0.0%+3.7%0.001%
1/13/2025 Capital Investment Advisors LLC3,381$368K0.0%+11.0%0.002%
1/13/2025 Fiduciary Alliance LLC4,130$450K0.0%N/A0.002%
1/13/2025 Aprio Wealth Management LLC6,224$678K0.1%-2.1%0.003%
1/13/2025 Czech National Bank44,466$4.84M0.0%+5.2%0.022%
1/10/2025 West Oak Capital LLC1,680$183K0.1%+1,876.5%0.001%
1/10/2025 Sugarloaf Wealth Management LLC1,913$208K0.0%+10.9%0.001%
1/10/2025 Harbor Capital Advisors Inc.4,559$496K0.0%+3.2%0.002%
1/10/2025 Fortitude Family Office LLC322$35K0.0%+74.1%0.000%
1/8/2025 First Hawaiian Bank2,450$267K0.0%-48.3%0.001%
1/6/2025 Oliver Luxxe Assets LLC48,427$5.27M0.9%+1.3%0.024%
1/6/2025 CWA Asset Management Group LLC54,364$5.92M0.3%+5.6%0.027%
1/6/2025 Pensionfund Sabic12,000$1.31M0.3%+71.4%0.006%
1/6/2025 Nordea Investment Management AB1,424,119$155.86M0.2%+10.0%0.694%
1/3/2025 Everence Capital Management Inc.3,460$377K0.0%-61.8%0.002%
1/3/2025 GAMMA Investing LLC2,190$238K0.0%+17.7%0.001%
1/3/2025 Versant Capital Management Inc642$70K0.0%+70.7%0.000%
12/19/2024Principal Financial Group Inc.332,208$47.68M0.0%-14.8%0.162%
12/13/2024Lord Abbett & CO. LLC376,717$54.07M0.2%+3,118.4%0.184%
12/13/2024B. Riley Wealth Advisors Inc.3,220$462K0.0%-4.9%0.002%
12/6/2024Logan Capital Management Inc.14,797$2.12M0.1%+67.7%0.007%
12/6/2024Retirement Systems of Alabama221,605$31.81M0.1%-7.4%0.108%
12/3/2024Oddo BHF Asset Management Sas20,710$2.97M0.1%N/A0.010%
11/27/2024Franklin Resources Inc.11,254,274$1.65B0.5%+5.5%5.488%
11/26/2024Peapack Gladstone Financial Corp5,336$766K0.0%+50.9%0.003%
11/25/2024Synovus Financial Corp11,568$1.66M0.0%-8.4%0.006%
11/25/2024Tidal Investments LLC173,727$24.94M0.3%+837.9%0.085%
11/25/2024Wilmington Savings Fund Society FSB5,097$732K0.0%N/A0.002%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
11/25/2024World Investment Advisors LLC9,515$1.37M0.0%+21.8%0.005%
11/25/2024Sanctuary Advisors LLC121,299$17.41M0.1%+38.1%0.059%
11/25/2024Pine Valley Investments Ltd Liability Co1,628$234K0.0%N/A0.001%
11/21/2024Anchor Investment Management LLC6,374$915K0.1%-2.2%0.003%
11/21/2024Aldebaran Financial Inc.5,365$770K1.0%+99.1%0.003%
11/19/2024Second Line Capital LLC1,633$235K0.1%N/A0.001%
11/18/2024Rehmann Capital Advisory Group2,716$390K0.0%-3.4%0.001%
11/18/2024Arete Wealth Advisors LLC19,913$2.86M0.2%-53.4%0.010%
11/18/2024Teachers Retirement System of The State of Kentucky16,038$2.30M0.0%-7.6%0.008%
11/18/2024Toronto Dominion Bank74,314$10.67M0.0%-9.7%0.036%
(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, 957 institutional investors and hedge funds held shares of PulteGroup. The most heavily invested institutionals were Vanguard Group Inc. ($2.93B), Franklin Resources Inc. ($1.65B), BlackRock Inc. ($1.62B), State Street Corp ($1.51B), FMR LLC ($1.30B), Putnam Investments LLC ($1.14B), and Geode Capital Management LLC ($724.23M).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 800 institutional investors that purchased PulteGroup stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($6.31M), Envestnet Asset Management Inc. ($4.28M), Norges Bank ($3.70M), Pacer Advisors Inc. ($2.26M), BlackRock Inc. ($2.03M), Putnam Investments LLC ($2.03M), and Los Angeles Capital Management LLC ($1.64M).

How much institutional buying is happening at PulteGroup?

Institutional investors have bought a total of 56,786,814 shares in the last 24 months. This purchase volume represents approximately $5.03B in transactions.

Which PulteGroup major shareholders have been selling company stock?

Of the 522 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. ($4.32M), Balyasny Asset Management L.P. ($2.50M), Brandywine Global Investment Management LLC ($2.28M), AQR Capital Management LLC ($1.98M), Dimensional Fund Advisors LP ($1.49M), Vanguard Group Inc. ($1.49M), and Premier Fund Managers Ltd ($1.41M).

How much institutional selling is happening at PulteGroup?

Institutional investors have sold a total of 42,084,942 shares in the last 24 months. This volume of shares sold represents approximately $3.37B in transactions.


Related Companies

This page (NYSE:PHM) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored