PulteGroup Ownership | Who Owns PulteGroup?
PulteGroup Ownership Summary
PulteGroup is owned by 89.72% institutional investors, 0.70% insiders, and 9.58% retail investors. Vanguard group is the largest institutional shareholder, holding 11.39% of PHM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.20% of its assets in PulteGroup shares.
PHM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PulteGroup | 89.72% | 0.70% | 9.58% |
| Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
| Industry | Residential Construction Stocks | 81.54% | 8.95% | 9.52% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 24.13M | 11.39% | $2.66B |
| Blackrock | 21.86M | 10.32% | $2.41B |
| Franklin resources | 10.67M | 5.04% | $1.17B |
| State street | 10.54M | 4.97% | $1.16B |
| Greenhaven associates | 5.58M | 2.63% | $613.95M |
| Geode capital management | 5.06M | 2.39% | $556.02M |
| Dimensional fund advisors lp | 4.79M | 2.26% | $527.17M |
| Fmr | 4.47M | 2.11% | $492.04M |
| Norges bank | 3.71M | 1.75% | $408.02M |
| Lsv asset management | 3.64M | 1.72% | $400.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenhaven associates | 5.58M | 8.07% | $613.95M |
| Winslow asset management | 271.05K | 5.88% | $29.84M |
| Jackson hill advisors | 76.50K | 4.62% | $8.42M |
| Muhlenkamp | 97.86K | 3.36% | $10.77M |
| Natwest group | 81.57K | 3.07% | $8.98M |
| Generate investment management | 372.10K | 2.41% | $40.97M |
| Argyle capital management | 52.68K | 2.39% | $5.80M |
| Virtus family office | 15.69K | 2.36% | $1.73M |
| Seascape capital management | 51.43K | 2.11% | $5.66M |
| Elk river wealth management | 83.26K | 1.80% | $9.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.71M | 0.06% | 3.71M |
| Ubs asset management americas | 1.73M | 0.05% | 567.60K |
| Nordea investment management ab | 1.22M | 0.16% | 553.24K |
| Jane street group | 405.57K | 0.01% | 344.22K |
| Hsbc | 1.53M | 0.10% | 250.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aqr capital management | 2.06M | 0.35% | -1.09M |
| Franklin resources | 10.67M | 0.36% | -907.47K |
| Invesco | 3.39M | 0.08% | -601.66K |
| Alliancebernstein | 1.33M | 0.05% | -418.88K |
| Fiera capital | - | - | -369.76K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.71M | 0.06% | 3.71M | $408.02M |
| J. safra sarasin | 206.61K | 0.42% | 206.61K | $22.75M |
| Jacobs levy equity management | 145.83K | 0.07% | 145.83K | $16.06M |
| Worldquant millennium advisors | 88.89K | 0.09% | 88.89K | $9.79M |
| Jackson hill advisors | 76.50K | 4.62% | 76.50K | $8.42M |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Newbridge financial services group | -6.00 |
| Colonial trust advisors | -7.00 |
| Financial gravity asset management | -7.00 |
| Triad wealth partners | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1,027 | 6.54% | 185,526,890 | -0.33% | 89 | 1.14% | 486 | 6.58% | 380 | 8.88% |
| Jun 30, 2024 | 953 | 1.06% | 186,050,322 | 0.44% | 87 | 1.15% | 449 | 6.65% | 347 | -6.72% |
| Mar 31, 2024 | 943 | 3.85% | 185,232,772 | -2.54% | 87 | 1.17% | 421 | -1.17% | 372 | 6.29% |
| Dec 31, 2023 | 908 | 12.79% | 190,055,051 | -2.83% | 86 | 1.08% | 426 | 12.40% | 350 | 29.63% |
| Sep 30, 2023 | 805 | 0.12% | 195,592,132 | -2.55% | 89 | 1.10% | 379 | 4.99% | 270 | -7.53% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 6.56M | 3.20% | -23.04K |
| Putnam US Large Cap Value Equity | 6.07M | 2.96% | 360.42K |
| Putnam Large Cap Value A | 6.07M | 2.96% | 132.24K |
| Vanguard Institutional 500 Index Trust | 5.50M | 2.68% | 63.53K |
| Vanguard Mid Cap Index Institutional | 4.40M | 2.15% | 7.96K |
| SPDR® S&P 500® ETF Trust | 2.55M | 1.24% | -14.15K |
| Fidelity 500 Index | 2.55M | 1.24% | -40.28K |
| iShares Core S&P 500 ETF | 2.34M | 1.14% | 7.26K |
| iShares US Home Construction ETF | 2.00M | 0.98% | 6.93K |
| iShares MSCI USA Quality Factor ETF | 1.95M | 0.95% | 1.41K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 28, 2024 | FOLLIARD THOMAS J | - | Sell | $2.49M |
| Aug 23, 2024 | OShaughnessy Robert | Exec. VP & CFO | Sell | $9.57M |
| Aug 20, 2024 | Snyder Lila | - | Sell | $190.03K |
| Aug 01, 2024 | OShaughnessy Robert | Exec. VP & CFO | Sell | $3.75M |
| Feb 06, 2024 | O'Meara Brien P. | Vice President & Controller | Sell | $206.18K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q3 | - | 1 |
PHM Ownership FAQ
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