Institutional Ownership PHM (NYSE) - PulteGroup Inc
Institutional Ownership Insights: Discover PHM Holdings. Gain a Comprehensive Overview of Funds and Institutions.
Institutions
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Gurufocus
| Valid Date | Name | Percent of PHM shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-09-30 | Vanguard Group Inc | 11.625% | 0.046% | 25063077 | -725433 | -2.81% |
| 2023-09-30 | Bank of New York Mellon Corp | 0.925% | 0.033% | 1995056 | 32817 | 1.67% |
| 2023-09-30 | Northern Trust Corp | 1.169% | 0.036% | 2520242 | 195448 | 8.41% |
| 2023-09-30 | Pacer Advisors, INC. | 0.901% | 0.551% | 1943247 | 963322 | 98.31% |
| 2023-09-30 | Harris Associates L.P. | 0.907% | 0.282% | 1954842 | -2008472 | -50.68% |
| 2023-09-30 | AQR Capital Management LLC | 1.916% | 0.632% | 4129631 | -5159 | -0.12% |
| 2023-09-30 | Putnam Investments LLC | 5.015% | 1.217% | 10811039 | -411565 | -3.67% |
| 2023-09-30 | Dimensional Fund Advisors, Inc. | 3.271% | 0.171% | 7052473 | -28446 | -0.40% |
| 2023-09-30 | Greenhaven Associates Inc | 2.598% | 5.474% | 5702018 | -81332 | -1.41% |
| 2023-09-30 | State Street Corporation | 4.808% | 0.043% | 10366000 | 61592 | 0.60% |
| 2023-09-30 | LSV Asset Management | 1.894% | 0.704% | 4084336 | -264370 | -6.08% |
| 2023-06-30 | Harris Associates L.P. | 1.806% | 0.580% | 3963314 | -1784258 | -31.04% |
| 2023-06-30 | Greenhaven Associates Inc | 2.635% | 5.966% | 5783350 | 144960 | 2.57% |
| 2023-06-30 | LSV Asset Management | 1.982% | 0.745% | 4348706 | -262350 | -5.69% |
| 2023-06-30 | Morgan Stanley - Brokerage Accounts | 1.392% | 0.023% | 3053924 | -395641 | -11.47% |
| 2023-06-30 | Northern Trust Corp | 1.059% | 0.035% | 2324794 | -221096 | -8.68% |
| 2023-06-30 | Putnam Investments LLC | 5.114% | 1.284% | 11222604 | 212401 | 1.93% |
| 2023-06-30 | AQR Capital Management LLC | 1.884% | 0.679% | 4134790 | 985917 | 31.31% |
| 2023-06-30 | State Street Corporation | 4.696% | 0.042% | 10304408 | -38752 | -0.37% |
| 2023-06-30 | Vanguard Group Inc | 11.752% | 0.048% | 25788510 | -373990 | -1.43% |
| 2023-06-30 | Geode Capital Management, LLC | 2.236% | 0.045% | 4906610 | -286401 | -5.52% |
| 2023-06-30 | Dimensional Fund Advisors, Inc. | 3.227% | 0.175% | 7080919 | -12440 | -0.18% |
| 2023-06-30 | FMR Inc | 2.456% | 0.035% | 5388524 | -1821468 | -25.26% |
| 2023-06-30 | Ameriprise Financial Inc | 1.014% | 0.054% | 2225126 | -999460 | -31.00% |
| 2023-06-30 | Amvescap Plc. | 1.782% | 0.080% | 3910933 | -522752 | -11.79% |
| 2023-06-30 | Arrowstreet Capital Limited Partnership | 0.938% | 0.194% | 2057810 | 1639368 | 391.78% |
| 2023-06-30 | Bank of America Corp | 0.886% | 0.016% | 1944698 | -277541 | -12.49% |
| 2023-06-30 | Bank of New York Mellon Corp | 0.894% | 0.032% | 1962239 | -89102 | -4.34% |
| 2023-06-30 | BlackRock Inc | 9.517% | 0.045% | 20885474 | 1196100 | 6.07% |
| 2023-06-30 | AllianceBernstein L.P. | 1.374% | 0.096% | 3014718 | -2049304 | -40.47% |
| 2023-06-30 | Charles Schwab Investment Management Inc | 0.906% | 0.044% | 1987984 | -46164 | -2.27% |
| 2023-03-31 | Charles Schwab Investment Management Inc | 0.927% | 0.036% | 2034148 | -291381 | -12.53% |
| 2023-03-31 | Ameriprise Financial Inc | 1.469% | 0.062% | 3224586 | -689578 | -17.62% |
| 2023-03-31 | FMR Inc | 1.643% | 0.019% | 3604996 | 1646751 | 84.09% |
| 2023-03-31 | Amvescap Plc. | 2.020% | 0.072% | 4433685 | -465964 | -9.51% |
| 2023-03-31 | State Street Corporation | 4.713% | 0.034% | 10343160 | 228040 | 2.25% |
| 2023-03-31 | Envestnet Asset Management Inc | 2.141% | 0.013% | 4697956 | 4262030 | 977.70% |
| 2023-03-31 | BlackRock Inc | 8.972% | 0.034% | 19689374 | -169967 | -0.86% |
| 2023-03-31 | Putnam Investments LLC | 5.017% | 1.029% | 11010203 | 1406893 | 14.65% |
| 2023-03-31 | Bank of America Corp | 1.013% | 0.013% | 2222239 | 484805 | 27.90% |
| 2023-03-31 | Geode Capital Management, LLC | 2.366% | 0.039% | 5193011 | -185116 | -3.44% |
| 2023-03-31 | Morgan Stanley - Brokerage Accounts | 1.572% | 0.022% | 3449565 | -295721 | -7.90% |
Funds
| Valid Date | Name | Percent of PHM shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-10-31 | iShares MSCI USA Quality Factor ETF | 0.713% | 0.360% | 1536606 | 33072 | 2.20% |
| 2023-10-31 | iShares US Home Construction ETF | 0.784% | 7.487% | 1691065 | -14964 | -0.88% |
| 2023-10-31 | iShares Core S&P 500 ETF | 0.986% | 0.046% | 2125881 | -655 | -0.03% |
| 2023-10-31 | SPDR® S&P 500 ETF Trust | 1.139% | 0.046% | 2456261 | 29640 | 1.22% |
| 2023-10-31 | Pacer US Cash Cows 100 ETF | 0.942% | 0.975% | 2031350 | 3160 | 0.16% |
| 2023-09-30 | Putnam Large Cap Value A | 2.796% | 2.280% | 6135410 | - | - |
| 2023-09-30 | Oakmark Investor | 0.906% | 0.856% | 1954000 | -1800000 | -47.95% |
| 2023-09-30 | Putnam US Large Cap Value Equity | 2.846% | 2.398% | 6135410 | - | - |
| 2023-09-30 | SPDR® S&P 500 ETF Trust | 1.124% | 0.045% | 2466791 | 1950 | 0.08% |
| 2023-09-30 | Vanguard Institutional 500 Index Trust | 2.403% | 0.045% | 5273742 | -100504 | -1.87% |
| 2023-09-30 | Vanguard Institutional Index I | 0.671% | 0.045% | 1473052 | -36453 | -2.41% |
| 2023-09-30 | Vanguard Value Index Inv | 0.859% | 0.097% | 1885316 | -65649 | -3.37% |
| 2023-09-30 | Vanguard Mid Cap Index Institutional | 2.265% | 0.264% | 4970961 | -201898 | -3.90% |
| 2023-09-30 | Vanguard Total Stock Mkt Idx Inv | 3.118% | 0.039% | 6843172 | -138286 | -1.98% |
| 2023-09-30 | DFA US Large Cap Value I | 0.782% | 0.559% | 1686352 | 657 | 0.04% |
| 2023-09-30 | Vanguard Mid-Cap Value ETF | 0.814% | 0.507% | 1787258 | -115909 | -6.09% |
| 2023-09-30 | Fidelity® 500 Index | 1.169% | 0.045% | 2520636 | -36650 | -1.43% |
| 2023-09-29 | iShares MSCI USA Quality Factor ETF | 0.673% | 0.356% | 1475788 | 948 | 0.06% |
| 2023-09-29 | iShares US Home Construction ETF | 0.830% | 7.063% | 1822000 | -123453 | -6.35% |
| 2023-09-29 | iShares Core S&P 500 ETF | 0.946% | 0.045% | 2075452 | 4585 | 0.22% |
| 2023-09-29 | Pacer US Cash Cows 100 ETF | 0.879% | 0.946% | 1928609 | 8190 | 0.43% |
| 2023-09-28 | SPDR® S&P 500 ETF Trust | 1.123% | 0.045% | 2464841 | -21060 | -0.85% |
| 2023-08-31 | SPDR® S&P 500 ETF Trust | 1.131% | 0.049% | 2482214 | 15694 | 0.64% |
| 2023-08-31 | Vanguard Mid Cap Index Institutional | 2.357% | 0.289% | 5172859 | 6984 | 0.14% |
| 2023-08-31 | Vanguard 500 Index Investor | 2.449% | 0.049% | 5374246 | 26177 | 0.49% |
| 2023-08-31 | Vanguard Institutional 500 Index Trust | 2.449% | 0.049% | 5374246 | 26177 | 0.49% |
| 2023-08-31 | DFA US Large Cap Value I | 0.768% | 0.595% | 1685695 | 1148 | 0.07% |
| 2023-08-31 | Vanguard Institutional Index I | 0.688% | 0.049% | 1509505 | -5277 | -0.35% |
| 2023-08-31 | Vanguard Mid-Cap Value ETF | 0.867% | 0.566% | 1903167 | -1828 | -0.10% |
| 2023-08-31 | iShares MSCI USA Quality Factor ETF | 0.674% | 0.374% | 1478976 | 951 | 0.06% |
| 2023-08-31 | Fidelity® 500 Index | 1.165% | 0.049% | 2557286 | 20332 | 0.80% |
| 2023-08-31 | iShares Core S&P 500 ETF | 0.952% | 0.049% | 2088208 | -4769 | -0.23% |
| 2023-08-31 | Vanguard Total Stock Mkt Idx Inv | 3.181% | 0.042% | 6981458 | -457 | -0.01% |
| 2023-08-31 | Vanguard Value Index Inv | 0.889% | 0.107% | 1950965 | 12718 | 0.66% |
| 2023-08-31 | iShares US Home Construction ETF | 0.914% | 7.202% | 2006306 | 3785 | 0.19% |
| 2023-07-31 | DFA US Large Cap Value I | 0.768% | 0.592% | 1684546 | -898 | -0.05% |
| 2023-07-31 | Vanguard Total Stock Mkt Idx Inv | 3.182% | 0.042% | 6981915 | -6667 | -0.10% |
| 2023-07-31 | Vanguard Mid-Cap Value ETF | 0.868% | 0.557% | 1904995 | -14960 | -0.78% |
| 2023-07-31 | iShares MSCI USA Quality Factor ETF | 0.652% | 0.381% | 1429673 | - | - |
| 2023-07-31 | Vanguard Mid Cap Index Institutional | 2.354% | 0.286% | 5165875 | -8417 | -0.16% |
| 2023-07-31 | Vanguard Value Index Inv | 0.883% | 0.107% | 1938247 | 9964 | 0.52% |
| 2023-07-31 | Vanguard Institutional Index I | 0.690% | 0.049% | 1514782 | -8573 | -0.56% |
| 2023-07-31 | iShares US Home Construction ETF | 0.988% | 7.195% | 2169073 | -3785 | -0.17% |
| 2023-07-31 | Vanguard 500 Index Investor | 2.437% | 0.049% | 5348069 | 35839 | 0.67% |
| 2023-07-31 | Fidelity® 500 Index | 1.156% | 0.049% | 2536954 | 16272 | 0.65% |
| 2023-07-31 | SPDR® S&P 500 ETF Trust | 1.162% | 0.050% | 2548980 | 5054 | 0.20% |
| 2023-07-31 | iShares Core S&P 500 ETF | 0.944% | 0.049% | 2072341 | 2144 | 0.10% |
| 2023-06-30 | DFA US Large Cap Value I | 0.768% | 0.564% | 1685444 | -230 | -0.01% |
| 2023-06-30 | Oakmark Investor | 1.711% | 1.726% | 3754000 | -1700000 | -31.17% |
| 2023-06-30 | Putnam Large Cap Value A | 2.796% | 2.415% | 6135410 | - | - |
| 2023-06-30 | Putnam Large Cap Value Trust IA | 0.634% | 2.377% | 1391143 | 86763 | 6.65% |
| 2023-06-30 | Putnam US Large Cap Value Equity | 2.796% | 2.489% | 6135410 | - | - |
| 2023-06-30 | Fidelity® 500 Index | 1.149% | 0.047% | 2520682 | -3764 | -0.15% |
| 2023-03-31 | Vanguard Instl Ttl Stck Mkt Idx Tr | 3.176% | 0.033% | 6968643 | 59444 | 0.86% |