PulteGroup, Inc.
US ˙ NYSE ˙ US7458671010

SecurityPHM / PulteGroup, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership14,663 shares
Latest Disclosed Value $ 1,719,379
CIBC Private Wealth Group, LLC reports 2.49% increase in ownership of PHM / PulteGroup, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 14,663 shares of PulteGroup, Inc. (US:PHM) valued at $1,719,383 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 14,307 shares of PulteGroup, Inc.. This represents a change in shares of 2.49% during the quarter. The current value of the position is $1,718,650 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-12 2025-12-31 13F PULTE GROUP COM 745867101 14,663 356 2.49 1,719 -9.05 0.0029
2025-11-24 2025-09-30 13F PULTE GROUP COM 745867101 14,307 6,710 88.32 1,890 135.96 0.0032
2025-08-12 2025-06-30 13F PULTE GROUP COM 745867101 7,597 -3,162 -29.39 801 -19.09 0.0014
2025-05-14 2025-03-31 13F PULTE GROUP COM 745867101 10,759 646 6.39 990 -11.37 0.0021
2025-02-12 2024-12-31 13F PULTE HOMES COM 745867101 10,113 118 1.18 1,117 -22.11 0.0020
2024-11-13 2024-09-30 13F PULTE HOMES COM 745867101 9,995 899 9.88 1,435 49.84 0.0026
2024-08-09 2024-06-30 13F PULTE HOMES COM 745867101 9,096 481 5.58 957 -6.18 0.0018
2024-05-10 2024-03-31 13F PULTE HOMES COM 745867101 8,615 886 11.46 1,020 27.98 0.0020
2024-02-13 2023-12-31 13F PULTE GROUP INC COM COM 745867101 7,729 0 0.00 798 39.34 0.0017
2023-11-13 2023-09-30 13F PULTE GROUP INC COM COM 745867101 7,729 1,543 24.94 572 19.17 0.0014
2023-11-21 2023-06-30 13F/A-1 PULTE GROUP INC COM COM 745867101 6,186 150 2.49 481 36.75 0.0011
2023-08-10 2023-06-30 13F PULTE GROUP INC COM COM 745867101 6,186 150 481 0.0011
2023-11-21 2023-03-31 13F/A-1 PULTEGROUP COM 745867101 6,036 0 0.00 352 28.10 0.0008
2023-05-12 2023-03-31 13F PULTEGROUP COM 745867101 6,036 0 352 0.0008
2023-02-14 2022-12-31 13F/A-1 PULTE GROUP INC COM COM 745867101 6,036 0 0.00 275 21.24 0.0007
2023-02-13 2022-12-31 13F PULTE GROUP INC COM COM 745867101 6,036 0 41 0.0000
2022-11-15 2022-09-30 13F PULTE GROUP INC COM COM 745867101 6,036 0 0.00 226 -5.44 0.0006
2022-08-03 2022-06-30 13F PULTE GROUP COM 745867101 6,036 697 13.05 239 6.70 0.0006
2022-05-16 2022-03-31 13F PULTE GROUP COM 745867101 5,339 -299 -5.30 224 -30.43 0.0005
2022-04-04 2021-12-31 13F/A-1 PULTE GROUP COM 745867101 5,638 0 0.00 322 24.32 0.0007
2022-02-08 2021-12-31 13F PULTE GROUP COM 745867101 5,638 0 322 0.0007
2021-11-12 2021-09-30 13F PULTE GROUP COM 745867101 5,638 0 0.00 259 -15.91 0.0006
2021-08-16 2021-06-30 13F PULTE GROUP COM 745867101 5,638 0 0.00 308 4.05 0.0007
2021-05-12 2021-03-31 13F PULTE GROUP COM 745867101 5,638 0 0.00 296 21.81 0.0007
2021-02-12 2020-12-31 13F PULTE GROUP COM 745867101 5,638 318 5.98 243 -1.22 0.0006
2020-11-03 2020-09-30 13F/A-1 PULTE GROUP COM 745867101 5,320 5,320 246 0.0008
2020-05-15 2020-03-31 13F PULTE GROUP COM 745867101 0 -8,470 -100.00 0 -100.00
2020-01-30 2019-12-31 13F PULTE GROUP COM 745867101 8,470 -406 -4.57 329 1.54 0.0011
2019-10-16 2019-09-30 13F PULTE GROUP COM 745867101 8,876 -1,344 -13.15 324 0.31 0.0011
2019-07-31 2019-06-30 13F PULTE GROUP COM 745867101 10,220 2,718 36.23 323 53.81 0.0011
2019-05-10 2019-03-31 13F PULTE GROUP COM 745867101 7,502 -2,715 -26.57 210 -21.05 0.0008
2019-02-05 2018-12-31 13F PULTE GROUP COM 745867101 10,217 -100,411 -90.76 266 -90.30 0.0012
2018-11-14 2018-09-30 13F PULTE GROUP COM 745867101 110,628 48,844 79.06 2,741 54.25 0.0104
2018-08-02 2018-06-30 13F PULTE GROUP COM 745867101 61,784 19,630 46.57 1,777 43.08 0.0072
2018-05-17 2018-03-31 13F PULTE GROUP COM 745867101 42,154 -162 -0.38 1,242 -11.73 0.0054
2018-02-12 2017-12-31 13F PULTE GROUP COM 745867101 42,316 18,499 77.67 1,407 116.13 0.0060
2017-12-21 2017-09-30 13F/A-1 PULTE GROUP INC COM COM 745867101 23,817 1,786 8.11 651 20.33 0.0030
2017-11-14 2017-09-30 13F PULTE GROUP INC COM COM 745867101 23,817 1,786 651
2017-08-09 2017-06-30 13F PULTE GROUP INC COM Com 745867101 22,031 22,031 541 0.0034
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.