PulteGroup Inc (PHM) Ownership

113.80 ↑2.44 (2.19%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of PulteGroup Inc (PHM), owning a total of 24.8 million shares. Combined, the top 32 institutional holders of PHM own 76.17% of the company with a total of 161.6 million shares.

In the latest ownership report on December 31st 2023, the top 32 institutional holders increased their combined ownership of PHM by 1.2 million shares. 11 institutions bought 5,399,092 total additional shares and increased their ownership by an average of 26.16%. However 10 institutions sold 4,178,959 total shares and decreased their ownership by an average of 7.35%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of PulteGroup increased by a net total of 1,220,133 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.751%	-1.077%	24,793,271	-269,806	2023-12-31
BlackRock Inc	9.727%	-2.516%	20,523,416	-529,588	2023-12-31
Putnam Investments LLC	5.218%	1.828%	11,008,695	197,656	2023-12-31
Putnam Investments, LLC., a Franklin Templeton com	5.218%	1.828%	11,008,695	197,656	2023-12-31
State Street Corporation	5.048%	2.737%	10,649,700	283,700	2023-12-31
Dimensional Fund Advisors, Inc.	2.763%	-17.331%	5,830,231	-1,222,242	2023-12-31
Greenhaven Associates Inc	2.714%	0.427%	5,726,368	24,350	2023-12-31
Geode Capital Management, LLC	2.373%	0.780%	5,005,880	38,727	2023-12-31
FMR Inc	2.251%	-13.403%	4,749,383	-735,086	2023-12-31
Goldman Sachs Group Inc	1.994%	160.816%	4,207,520	2,594,308	2023-12-31
Amvescap Plc.	1.862%	-11.367%	3,929,050	-503,915	2023-12-31
LSV Asset Management	1.843%	-4.815%	3,887,664	-196,672	2023-12-31
NORGES BANK	1.754%	2.776%	3,700,441	99,932	2023-12-31
AQR Capital Management LLC	1.744%	-10.904%	3,679,335	-450,296	2023-12-31
Morgan Stanley - Brokerage Accounts	1.444%	-2.201%	3,047,294	-68,583	2023-12-31
Pacer Advisors, INC.	1.424%	54.572%	3,003,713	1,060,466	2023-12-31
Northern Trust Corp	1.184%	-0.914%	2,497,198	-23,044	2023-12-31
Ameriprise Financial Inc	0.942%	4.319%	1,987,549	82,294	2023-12-31
Allianz Asset Management AG	0.897%	38.260%	1,892,229	523,623	2023-12-31
Legal & General Group PLC	0.864%	19.407%	1,823,529	296,380	2023-12-31
Bank of New York Mellon Corp	0.860%	-9.009%	1,815,329	-179,727	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.751%	-1.077%	24,793,271	-269,806	2023-12-31
BlackRock Inc	9.727%	-2.516%	20,523,416	-529,588	2023-12-31
Putnam Investments LLC	5.218%	1.828%	11,008,695	197,656	2023-12-31
Putnam Investments, LLC., a Franklin Templeton com	5.218%	1.828%	11,008,695	197,656	2023-12-31
State Street Corporation	5.048%	2.737%	10,649,700	283,700	2023-12-31
Dimensional Fund Advisors, Inc.	2.763%	-17.331%	5,830,231	-1,222,242	2023-12-31
Greenhaven Associates Inc	2.714%	0.427%	5,726,368	24,350	2023-12-31
Geode Capital Management, LLC	2.373%	0.780%	5,005,880	38,727	2023-12-31
FMR Inc	2.251%	-13.403%	4,749,383	-735,086	2023-12-31
Envestnet Asset Management Inc	2.141%	977.696%	4,697,956	4,262,030	2023-03-31
Goldman Sachs Group Inc	1.994%	160.816%	4,207,520	2,594,308	2023-12-31
Amvescap Plc.	1.862%	-11.367%	3,929,050	-503,915	2023-12-31
LSV Asset Management	1.843%	-4.815%	3,887,664	-196,672	2023-12-31
First Trust Advisors L.P.	1.702%	-16.251%	3,798,650	-737,080	2022-12-31
NORGES BANK	1.754%	2.776%	3,700,441	99,932	2023-12-31
AQR Capital Management LLC	1.744%	-10.904%	3,679,335	-450,296	2023-12-31
Morgan Stanley - Brokerage Accounts	1.444%	-2.201%	3,047,294	-68,583	2023-12-31
Pacer Advisors, INC.	1.424%	54.572%	3,003,713	1,060,466	2023-12-31
Citadel Advisors Llc	1.252%	184.912%	2,746,317	1,782,398	2023-03-31
Balyasny Asset Management LLC	1.245%	-47.807%	2,731,089	-2,501,617	2023-03-31
Northern Trust Corp	1.184%	-0.914%	2,497,198	-23,044	2023-12-31
Arrowstreet Capital Limited Partnership	0.955%	391.779%	2,057,810	1,639,368	2023-06-30
Charles Schwab Investment Management Inc	0.922%	-2.270%	1,987,984	-46,164	2023-06-30
Ameriprise Financial Inc	0.942%	4.319%	1,987,549	82,294	2023-12-31
Bank of America Corp	0.928%	1.204%	1,968,118	23,420	2023-09-30
Harris Associates L.P.	0.907%	-50.677%	1,954,842	-2,008,472	2023-09-30
Allianz Asset Management AG	0.897%	38.260%	1,892,229	523,623	2023-12-31
Legal & General Group PLC	0.864%	19.407%	1,823,529	296,380	2023-12-31
AllianceBernstein L.P.	0.857%	-39.733%	1,816,887	-1,197,831	2023-09-30
Bank of New York Mellon Corp	0.860%	-9.009%	1,815,329	-179,727	2023-12-31
HSBC Holdings PLC	0.824%	63.599%	1,748,119	679,582	2023-09-30
UBS Asset Mgmt Americas Inc	0.562%	3.952%	1,279,870	48,657	2022-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of PulteGroup Inc (PHM), owning a total of 7 million shares. Combined, the top 28 mutual fund holders of PHM own 37.29% of the company with a total of 79.4 million shares.

In the latest ownership report on March 31st 2024, the top 28 fund holders increased their combined ownership of PHM by 90 thousand shares. 2 funds bought 340,975 total additional shares and increased their ownership by an average of 3.90%. However 8 funds sold 430,979 total shares and decreased their ownership by an average of 2.06%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding PulteGroup decreased by a net total of -90,004 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Putnam Large Cap Value A	3.108%	4.720%	6,556,894	295,516	2024-03-31
Vanguard Institutional 500 Index Trust	2.534%	-0.708%	5,345,581	-38,098	2024-03-31
Vanguard Mid Cap Index Institutional	2.184%	-4.379%	4,606,986	-210,972	2024-03-31
SPDR® S&P 500 ETF Trust	1.232%	-0.760%	2,598,439	-19,908	2024-03-31
Vanguard Value Index Inv	0.837%	-1.668%	1,765,270	-29,947	2024-03-31
Putnam Large Cap Value Trust IA	0.722%	3.078%	1,522,307	45,459	2024-03-31
Vanguard Mid-Cap Value ETF	0.710%	-5.925%	1,497,521	-94,312	2024-03-31
Vanguard Institutional Index I	0.661%	-1.665%	1,394,810	-23,614	2024-03-31
Consumer Discret Sel Sect SPDR® ETF	0.545%	-0.046%	1,149,945	-528	2024-03-31
State St S&P 500® Indx SL Cl III	0.488%	-1.303%	1,030,385	-13,600	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.232%	0.860%	6,968,643	59,444	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.203%	-0.210%	6,757,621	-14,238	2024-02-29
Putnam Large Cap Value A	3.108%	4.720%	6,556,894	295,516	2024-03-31
Putnam US Large Cap Value Equity	2.968%	2.053%	6,261,378	125,968	2023-12-31
Vanguard 500 Index Investor	2.449%	0.490%	5,374,246	26,177	2023-08-31
Vanguard Institutional 500 Index Trust	2.534%	-0.708%	5,345,581	-38,098	2024-03-31
Vanguard Mid Cap Index Institutional	2.184%	-4.379%	4,606,986	-210,972	2024-03-31
First Trust Rising Dividend Achiev ETF	1.474%	-0.057%	3,325,946	-1,888	2023-02-28
Pacer US Cash Cows 100 ETF	1.280%	0.180%	2,701,356	4,858	2024-03-28
SPDR® S&P 500 ETF Trust	1.232%	-0.760%	2,598,439	-19,908	2024-03-31
Fidelity 500 Index	1.226%	1.017%	2,585,729	26,020	2024-02-29
Fidelity® 500 Index	1.186%	0.640%	2,557,150	16,272	2023-11-30
iShares Core S&P 500 ETF	1.042%	0.739%	2,198,622	16,128	2024-03-28
iShares US Home Construction ETF	0.981%	0.000%	2,068,865	0	2024-03-28
Oakmark Investor	0.906%	-47.949%	1,954,000	-1,800,000	2023-09-30
iShares MSCI USA Quality Factor ETF	0.908%	0.019%	1,915,735	368	2024-03-28
Vanguard Value Index Inv	0.837%	-1.668%	1,765,270	-29,947	2024-03-31
Performer (AFRIS)	0.795%	0.000%	1,676,455	1,676,455	2024-02-29
DFA US Large Cap Value I	0.781%	-1.996%	1,648,427	-33,573	2024-02-29
Putnam Large Cap Value Trust IA	0.722%	3.078%	1,522,307	45,459	2024-03-31
Vanguard Mid-Cap Value ETF	0.710%	-5.925%	1,497,521	-94,312	2024-03-31
Vanguard Institutional Index I	0.661%	-1.665%	1,394,810	-23,614	2024-03-31
Amundi Fds Glb Ecology ESG A EUR C	0.549%	87.183%	1,164,054	542,172	2023-12-31
Consumer Discret Sel Sect SPDR® ETF	0.545%	-0.046%	1,149,945	-528	2024-03-31
Janus Henderson Global Alpha Equity	0.485%	0.000%	1,087,174	0	2022-12-31
State St S&P 500® Indx SL Cl III	0.488%	-1.303%	1,030,385	-13,600	2024-03-31
Invesco S&P 500® Equal Weight ETF	0.447%	0.247%	942,891	2,320	2024-03-28
Blackrock Eq Idx Fund CF	0.363%	-1.030%	770,716	-8,021	2023-12-31