PulteGroup Inc (PHM) Ownership

120.48 ↑2.47 (2.09%)
As of March 28, 2024, 3:28pm EST.

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 31 institutional holders of PHM own 70.64% of the company with a total of 150.5 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders increased their combined ownership of PHM by 1 million shares. 10 institutions bought 5,201,436 total additional shares and increased their ownership by an average of 28.59%. 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 1,022,477 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.689%-1.077%24,793,271-269,8062023-12-31
BlackRock Inc9.676%-2.516%20,523,416-529,5882023-12-31
Putnam Investments LLC5.190%1.828%11,008,695197,6562023-12-31
State Street Corporation5.021%2.737%10,649,700283,7002023-12-31
Dimensional Fund Advisors, Inc.2.749%-17.331%5,830,231-1,222,2422023-12-31
Greenhaven Associates Inc2.700%0.427%5,726,36824,3502023-12-31
Geode Capital Management, LLC2.360%0.780%5,005,88038,7272023-12-31
FMR Inc2.239%-13.403%4,749,383-735,0862023-12-31
Goldman Sachs Group Inc1.984%160.816%4,207,5202,594,3082023-12-31
Amvescap Plc.1.852%-11.367%3,929,050-503,9152023-12-31
LSV Asset Management1.833%-4.815%3,887,664-196,6722023-12-31
NORGES BANK1.745%2.776%3,700,44199,9322023-12-31
AQR Capital Management LLC1.735%-10.904%3,679,335-450,2962023-12-31
Morgan Stanley - Brokerage Accounts1.437%-2.201%3,047,294-68,5832023-12-31
Pacer Advisors, INC.1.416%54.572%3,003,7131,060,4662023-12-31
Northern Trust Corp1.177%-0.914%2,497,198-23,0442023-12-31
Ameriprise Financial Inc0.937%4.319%1,987,54982,2942023-12-31
Allianz Asset Management AG0.892%38.260%1,892,229523,6232023-12-31
Legal & General Group PLC0.860%19.407%1,823,529296,3802023-12-31
Bank of New York Mellon Corp0.856%-9.009%1,815,329-179,7272023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.689%-1.077%24,793,271-269,8062023-12-31
BlackRock Inc9.676%-2.516%20,523,416-529,5882023-12-31
Putnam Investments LLC5.190%1.828%11,008,695197,6562023-12-31
State Street Corporation5.021%2.737%10,649,700283,7002023-12-31
Dimensional Fund Advisors, Inc.2.749%-17.331%5,830,231-1,222,2422023-12-31
Greenhaven Associates Inc2.700%0.427%5,726,36824,3502023-12-31
Geode Capital Management, LLC2.360%0.780%5,005,88038,7272023-12-31
FMR Inc2.239%-13.403%4,749,383-735,0862023-12-31
Envestnet Asset Management Inc2.141%977.696%4,697,9564,262,0302023-03-31
Goldman Sachs Group Inc1.984%160.816%4,207,5202,594,3082023-12-31
Amvescap Plc.1.852%-11.367%3,929,050-503,9152023-12-31
LSV Asset Management1.833%-4.815%3,887,664-196,6722023-12-31
First Trust Advisors L.P.1.702%-16.251%3,798,650-737,0802022-12-31
NORGES BANK1.745%2.776%3,700,44199,9322023-12-31
AQR Capital Management LLC1.735%-10.904%3,679,335-450,2962023-12-31
Morgan Stanley - Brokerage Accounts1.437%-2.201%3,047,294-68,5832023-12-31
Pacer Advisors, INC.1.416%54.572%3,003,7131,060,4662023-12-31
Citadel Advisors Llc1.252%184.912%2,746,3171,782,3982023-03-31
Balyasny Asset Management LLC1.245%-47.807%2,731,089-2,501,6172023-03-31
Northern Trust Corp1.177%-0.914%2,497,198-23,0442023-12-31
Arrowstreet Capital Limited Partnership0.955%391.779%2,057,8101,639,3682023-06-30
Charles Schwab Investment Management Inc0.922%-2.270%1,987,984-46,1642023-06-30
Ameriprise Financial Inc0.937%4.319%1,987,54982,2942023-12-31
Bank of America Corp0.928%1.204%1,968,11823,4202023-09-30
Harris Associates L.P.0.907%-50.677%1,954,842-2,008,4722023-09-30
Allianz Asset Management AG0.892%38.260%1,892,229523,6232023-12-31
Legal & General Group PLC0.860%19.407%1,823,529296,3802023-12-31
AllianceBernstein L.P.0.857%-39.733%1,816,887-1,197,8312023-09-30
Bank of New York Mellon Corp0.856%-9.009%1,815,329-179,7272023-12-31
HSBC Holdings PLC0.824%63.599%1,748,119679,5822023-09-30
UBS Asset Mgmt Americas Inc0.562%3.952%1,279,87048,6572022-06-30

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 27 mutual fund holders of PHM own 36.52% of the company with a total of 78.1 million shares.

In the latest ownership report on February 29th 2024, the top 27 fund holders increased their combined ownership of PHM by 31 thousand shares. 9 funds bought 115,227 total additional shares and increased their ownership by an average of 0.50%. However 5 funds sold 84,184 total shares and decreased their ownership by an average of 0.81%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding PulteGroup increased by a net total of 31,043 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.186%-0.210%6,757,621-14,2382024-02-29
Vanguard Institutional 500 Index Trust2.538%1.020%5,383,67954,3762024-02-29
Vanguard Mid Cap Index Institutional2.271%-0.259%4,817,958-12,5132024-02-29
Pacer US Cash Cows 100 ETF1.515%0.344%3,212,95510,9982024-02-29
SPDR® S&P 500 ETF Trust1.192%0.632%2,528,98115,8722024-02-29
iShares Core S&P 500 ETF1.057%0.303%2,242,9626,7842024-02-29
iShares US Home Construction ETF0.876%-0.195%1,858,968-3,6242024-02-29
Vanguard Value Index Inv0.846%0.344%1,795,2176,1492024-02-29
iShares MSCI USA Quality Factor ETF0.821%0.042%1,741,2937362024-02-29
Vanguard Mid-Cap Value ETF0.751%-2.780%1,591,833-45,5212024-02-29
Vanguard Institutional Index I0.669%-0.581%1,418,424-8,2882024-02-29
Consumer Discret Sel Sect SPDR® ETF0.604%0.800%1,281,01910,1702024-02-29
State St S&P 500® Indx SL Cl III0.492%0.433%1,043,9854,5002024-02-29
Invesco S&P 500® Equal Weight ETF0.456%0.587%967,6055,6422024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr3.232%0.860%6,968,64359,4442023-03-31
Vanguard Total Stock Mkt Idx Inv3.186%-0.210%6,757,621-14,2382024-02-29
Putnam Large Cap Value A2.952%2.053%6,261,378125,9682023-12-31
Putnam US Large Cap Value Equity2.952%2.053%6,261,378125,9682023-12-31
Vanguard Institutional 500 Index Trust2.538%1.020%5,383,67954,3762024-02-29
Vanguard 500 Index Investor2.449%0.490%5,374,24626,1772023-08-31
Vanguard Mid Cap Index Institutional2.271%-0.259%4,817,958-12,5132024-02-29
First Trust Rising Dividend Achiev ETF1.474%-0.057%3,325,946-1,8882023-02-28
Pacer US Cash Cows 100 ETF1.515%0.344%3,212,95510,9982024-02-29
Fidelity 500 Index1.207%1.034%2,559,70926,1972024-01-31
Fidelity® 500 Index1.186%0.640%2,557,15016,2722023-11-30
SPDR® S&P 500 ETF Trust1.192%0.632%2,528,98115,8722024-02-29
iShares Core S&P 500 ETF1.057%0.303%2,242,9626,7842024-02-29
Oakmark Investor0.906%-47.949%1,954,000-1,800,0002023-09-30
iShares US Home Construction ETF0.876%-0.195%1,858,968-3,6242024-02-29
Vanguard Value Index Inv0.846%0.344%1,795,2176,1492024-02-29
iShares MSCI USA Quality Factor ETF0.821%0.042%1,741,2937362024-02-29
DFA US Large Cap Value I0.793%-0.015%1,682,000-2472024-01-31
Vanguard Mid-Cap Value ETF0.751%-2.780%1,591,833-45,5212024-02-29
Putnam Large Cap Value Trust IA0.696%6.161%1,476,84885,7052023-12-31
Vanguard Institutional Index I0.669%-0.581%1,418,424-8,2882024-02-29
Consumer Discret Sel Sect SPDR® ETF0.604%0.800%1,281,01910,1702024-02-29
Amundi Fds Glb Ecology ESG A EUR C0.549%87.183%1,164,054542,1722023-12-31
Janus Henderson Global Alpha Equity0.485%0.000%1,087,17402022-12-31
State St S&P 500® Indx SL Cl III0.492%0.433%1,043,9854,5002024-02-29
Invesco S&P 500® Equal Weight ETF0.456%0.587%967,6055,6422024-02-29
Blackrock Eq Idx Fund CF0.363%-1.030%770,716-8,0212023-12-31

Discussions

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aussie713

$PHM Dip buyers are going to get wrecked

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a

$PHM might get a sell off today

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