Filing Research | PHM - PULTE GROUP INC Institutional Holdings

Snapshot holdings

50 / 254 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	564.8KSH	$77.5M
2	Vest Financial, LLC	Shares	383.9KSH	$52.7M
3	AEGON ASSET MANAGEMENT UK PLC	Shares	203.1KSH	$27.9M
4	Assenagon Asset Management S.A.	Shares	162.8KSH	$22.3M
5	QRG CAPITAL MANAGEMENT, INC.	Shares	151.3KSH	$20.8M
6	BENJAMIN EDWARDS INC	Shares	110.3KSH	$15.1M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	226.3KSH	$14.9M
8	NorthCrest Asset Manangement, LLC	Shares	108.2KSH	$13.4M
9	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	89.5KSH	$12.3M
10	Robeco Institutional Asset Management B.V.	Shares	85.6KSH	$11.7M
11	PATTON ALBERTSON MILLER GROUP, LLC	Shares	64.8KSH	$8.9M
12	ASR Vermogensbeheer N.V.	Shares	63.6KSH	$8.7M
13	Bogart Wealth, LLC	Shares	61.5KSH	$8.4M
14	CWA Asset Management Group, LLC	Shares	54.4KSH	$7.5M
15	Czech National Bank	Shares	54.2KSH	$7.4M
16	OLD SECOND NATIONAL BANK OF AURORA	Shares	52.8KSH	$7.2M
17	GREATMARK INVESTMENT PARTNERS, INC.	Shares	49.9KSH	$6.8M
18	Hudson Capital Management LLC	Shares	48.6KSH	$6.7M
19	IFM Investors Pty Ltd	Shares	47.2KSH	$6.5M
20	Mirae Asset Global Investments Co., Ltd.	Shares	46.8KSH	$6.4M
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	42.1KSH	$5.8M
22	SHAYNE & JACOBS, LLC	Shares	31.9KSH	$4.4M
23	Merit Financial Group, LLC	Shares	31.2KSH	$4.3M
24	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	28.1KSH	$3.9M
25	Police & Firemen's Retirement System of New Jersey	Shares	27.4KSH	$3.8M
26	PensionDanmark Pensionsforsikringsaktieselskab	Shares	25.9KSH	$3.6M
27	Sequoia Financial Advisors, LLC	Shares	24.3KSH	$3.3M
28	Fideuram Asset Management (Ireland) dac	Shares	24.2KSH	$2.9M
29	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	21.3KSH	$2.9M
30	GATEWAY INVESTMENT ADVISERS LLC	Shares	20.6KSH	$2.8M
31	Dorato Capital Management	Shares	22.5KSH	$2.8M
32	HENNESSY ADVISORS INC	Shares	20.2KSH	$2.8M
33	Generali Investments CEE, investicni spolecnost, a.s.	Shares	20.0KSH	$2.7M
34	Avanza Fonder AB	Shares	19.3KSH	$2.6M
35	River Street Advisors LLC	Shares	18.8KSH	$2.6M
36	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	15.4KSH	$2.1M
37	Venturi Wealth Management, LLC	Shares	15.0KSH	$2.1M
38	Hennion & Walsh Asset Management, Inc.	Shares	14.1KSH	$1.9M
39	DAVENPORT & Co LLC	Shares	12.2KSH	$1.7M
40	LVW Advisors, LLC	Shares	12.2KSH	$1.7M
41	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	11.3KSH	$1.6M
42	Aspire Private Capital, LLC	Shares	11.2KSH	$1.5M
43	Aprio Wealth Management, LLC	Shares	10.8KSH	$1.5M
44	Unison Advisors LLC	Shares	10.6KSH	$1.5M
45	HARTFORD INVESTMENT MANAGEMENT CO	Shares	10.5KSH	$1.4M
46	ABN AMRO INVESTMENT SOLUTIONS	Shares	10.4KSH	$1.4M
47	Mediolanum International Funds Ltd	Shares	10.0KSH	$1.4M
48	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	10.0KSH	$1.4M
49	MIZUHO SECURITIES USA LLC	Shares	11.6KSH	$1.4M
50	Louisiana State Employees Retirement System	Shares	9.7KSH	$1.3M

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 278 loaded

#		Instrument
1	Swedbank AB added	Shares	+2.2K	+$11.3M	$77.5M
2	ASR Vermogensbeheer N.V. new	Shares	+63.6K	+$8.7M	$8.7M
3	GREATMARK INVESTMENT PARTNERS, INC. new	Shares	+49.9K	+$6.8M	$6.8M
4	BENJAMIN EDWARDS INC added	Shares	+27.4K	+$5.4M	$15.1M
5	QRG CAPITAL MANAGEMENT, INC. added	Shares	+13.3K	+$4.5M	$20.8M
6	Fideuram Asset Management (Ireland) dac added	Shares	+24.1K	+$2.9M	$2.9M
7	AEGON ASSET MANAGEMENT UK PLC trimmed	Shares	-10.7K	+$2.7M	$27.9M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.5K	+$2.4M	$14.9M
9	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+10.2K	+$1.6M	$2.8M
10	Mirae Asset Global Investments Co., Ltd. added	Shares	+5.5K	+$1.6M	$6.4M
11	Robeco Institutional Asset Management B.V. trimmed	Shares	-1.0K	+$1.6M	$11.7M
12	Sequoia Financial Advisors, LLC added	Shares	+8.7K	+$1.5M	$3.3M
13	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed	Shares	-2.7K	+$1.4M	$12.3M
14	Bogart Wealth, LLC added	Shares	+1.8K	+$1.4M	$8.4M
15	NorthCrest Asset Manangement, LLC added	Shares	+6.0K	+$1.4M	$13.4M
16	WASHINGTON CAPITAL MANAGEMENT, INC new	Shares	+10.0K	+$1.4M	$1.4M
17	Czech National Bank added	Shares	+1.9K	+$1.3M	$7.4M
18	PATTON ALBERTSON MILLER GROUP, LLC trimmed	Shares	-42	+$1.3M	$8.9M
19	CWA Asset Management Group, LLC added	Shares	+530	+$1.1M	$7.5M
20	Hudson Capital Management LLC added	Shares	+1.4K	+$1.1M	$6.7M
21	Merit Financial Group, LLC added	Shares	+2.6K	+$920.0K	$4.3M
22	OLD SECOND NATIONAL BANK OF AURORA trimmed	Shares	-1.2K	+$890.6K	$7.2M
23	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+2.5K	+$801.5K	$3.6M
24	Oak Thistle LLC new	Shares	+5.4K	+$742.0K	$742.0K
25	IFM Investors Pty Ltd trimmed	Shares	-1.7K	+$724.0K	$6.5M
26	Tailwinds Wealth, LLC added	Shares	+4.3K	+$642.9K	$978.7K
27	LVW Advisors, LLC added	Shares	+3.4K	+$636.6K	$1.7M
28	SHAYNE & JACOBS, LLC trimmed	Shares	-250	+$596.7K	$4.4M
29	JUNCTURE WEALTH STRATEGIES, LLC added	Shares	+3.9K	+$580.5K	$817.9K
30	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+192	+$574.1K	$3.9M
31	Avanza Fonder AB added	Shares	+1.2K	+$513.5K	$2.6M
32	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.7K	+$508.8K	$5.8M
33	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+2.4K	+$481.5K	$1.4M
34	Intrua Financial, LLC new	Shares	+3.3K	+$459.2K	$459.2K
35	River Street Advisors LLC added	Shares	+606	+$440.0K	$2.6M
36	J.W. COLE ADVISORS, INC. new	Shares	+3.1K	+$420.8K	$420.8K
37	Farther Finance Advisors, LLC added	Shares	+2.0K	+$402.0K	$1.2M
38	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$392.0K	$2.7M
39	WORLD EQUITY GROUP, INC. new	Shares	+2.8K	+$382.7K	$382.7K
40	Strong Retirement Solutions LLC added	Shares	+1.3K	+$342.1K	$1.3M
41	HENNESSY ADVISORS INC trimmed	Shares	-600	+$325.4K	$2.8M
42	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.1K	+$290.5K	$2.9M
43	Abel Hall, LLC new	Shares	+2.0K	+$274.8K	$274.8K
44	Aspire Private Capital, LLC added	Shares	+456	+$273.2K	$1.5M
45	Apollon Wealth Management, LLC added	Shares	+1.5K	+$267.2K	$660.4K
46	Envestnet Portfolio Solutions, Inc. added	Shares	+754	+$259.8K	$1.2M
47	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+807	+$255.8K	$1.1M
48	MOODY ALDRICH PARTNERS LLC new	Shares	+1.8K	+$241.4K	$241.4K
49	DAVENPORT & Co LLC unchanged	Shares	0	+$239.1K	$1.7M
50	Venturi Wealth Management, LLC trimmed	Shares	-497	+$235.6K	$2.1M

Scroll to load more