PULTEGROUP INC (PHM) Institutional Ownership Changes & 13F Activity
PULTEGROUP INC (PHM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Jefferies Financial Group Inc., Assenagon Asset Management S.A., Citadel Advisors Llc, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Buy | +608 | +1.2% | 49,788 | $6.83M | Q2 2026 | Oct 27, 2026 |
| Envestnet Asset Management Inc | Buy | +18,524 | +5.4% | 359,552 | $49.33M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +13,312 | +9.6% | 151,274 | $20.76M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +754 | +9.5% | 8,732 | $1.20M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +288,054 | +3.2% | 9,174,111 | $1.26B | Q2 2026 | Sep 22, 2026 |
| Anchor Investment Management, Llc | Sell | -1,363 | -25.5% | 3,984 | $546.64K | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -6,829 | -6.7% | 95,055 | $13.04M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -94 | -1.1% | 8,724 | $1.20M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +39 | +4.1% | 989 | $135.70K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +110,223 | +180.8% | 171,178 | $23.49M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -3,083 | -1.0% | 292,078 | $40.08M | Q2 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Sell | -60 | -2.4% | 2,395 | $329.23K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +23 | +50.0% | 69 | $9.47K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -37,179 | -20.9% | 140,490 | $19.28M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -2,944 | -1.1% | 271,148 | $37.20M | Q2 2026 | Aug 24, 2026 |
| First Eagle U.S. Value | Buy | +1,701 | +56.1% | 4,732 | $649.28K | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -15 | -2.8% | 519 | $71.21K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -167,032 | -50.6% | 162,798 | $22.34M | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Buy | +5,470 | +49.2% | 16,587 | $2.28M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -43,735 | -16.7% | 218,908 | $30.04M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -434 | -21.4% | 1,598 | $219.31K | Q2 2026 | Aug 19, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | Buy | +2,600 | +2.4% | 110,452 | $15.17M | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Buy | +2,566 | +9.0% | 31,220 | $4.31M | Q2 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Buy | +2,294 | +41.5% | 7,817 | $1.08M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +292 | +2.2% | 13,314 | $1.82M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -170 | -0.4% | 38,002 | $5.21M | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Buy | +224,447 | +3208.7% | 231,442 | $31.76M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -22,279 | -13.5% | 142,920 | $19.61M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -3,321 | -24.1% | 10,480 | $1.44M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -2,968 | -4.4% | 65,183 | $8.94M | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about PHM activity
Which institutional owners are buying PHM?
Institutional owners buying PHM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PHM activity?
"Buy" means an investor increased their reported position in PHM compared to the prior reporting period. This reflects growing exposure to PULTEGROUP INC (PHM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PHM increasing?
Institutional interest in PHM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PHM Institutional Insights
- PHM Overview
- PHM 13F Institutional Holders
- PHM Superinvestors
- Consumer Cyclical Sector Institutional Ownership
- Consumer Cyclical Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Cyclical Stocks By Institutional Investors
- Most Sold Consumer Cyclical Stocks By Institutional Investors
- PHM Insider Trading & SEC Form 4 Activity
- PHM Articles
- Top Institutional Investor Stock Rankings