PulteGroup, Inc.
US ˙ NYSE ˙ US7458671010

SecurityPHM / PulteGroup, Inc.
InstitutionClark Capital Management Group, Inc.
Latest Disclosed Ownership2,258 shares
Latest Disclosed Value $ 265,606
Clark Capital Management Group, Inc. reports 4.78% increase in ownership of PHM / PulteGroup, Inc.

On May 15, 2026 - Clark Capital Management Group, Inc. filed a 13F-HR form disclosing ownership of 2,258 shares of PulteGroup, Inc. (US:PHM) valued at $265,563 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,155 shares of PulteGroup, Inc.. This represents a change in shares of 4.78% during the quarter. The current value of the position is $267,347 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)
2026-05-15 2026-03-31 13F PULTE GROUP COM 745867101 2,258 103 4.78 266 5.16 0.0016
2026-02-17 2025-12-31 13F PULTE GROUP COM 745867101 2,155 -642,887 -99.67 253 -99.70 0.0016
2025-11-14 2025-09-30 13F PULTE GROUP COM 745867101 645,042 9,532 1.50 85,229 27.17 0.5338
2025-08-14 2025-06-30 13F PULTE GROUP COM 745867101 635,510 11,362 1.82 67,021 4.45 0.4649
2025-05-15 2025-03-31 13F PULTE GROUP COM 745867101 624,148 -142,113 -18.55 64,162 -23.11 0.4600
2025-02-14 2024-12-31 13F PULTE GROUP COM 745867101 766,261 3,034 0.40 83,446 -23.83 0.5835
2024-11-14 2024-09-30 13F PULTE GROUP COM 745867101 763,227 51,748 7.27 109,546 39.85 0.7500
2024-08-14 2024-06-30 13F PULTE GROUP COM 745867101 711,479 9,609 1.37 78,334 -7.47 0.5758
2024-05-15 2024-03-31 13F PULTE GROUP COM 745867101 701,870 -240,310 -25.51 84,660 -12.95 0.6307
2024-02-14 2023-12-31 13F PULTE GROUP COM 745867101 942,180 -70,462 -6.96 97,252 29.69 0.7960
2023-11-14 2023-09-30 13F PULTE GROUP COM 745867101 1,012,642 12,371 1.24 74,986 -3.49 0.7500
2023-08-14 2023-06-30 13F PULTE GROUP COM 745867101 1,000,271 21,267 2.17 77,701 36.18 0.6942
2023-05-15 2023-03-31 13F PULTE GROUP COM 745867101 979,004 212,261 27.68 57,056 63.44 0.6385
2023-02-14 2022-12-31 13F PULTE GROUP COM 745867101 766,743 -81,622 -9.62 34,910 9.73 0.3211
2022-11-14 2022-09-30 13F PULTE GROUP COM 745867101 848,365 29,924 3.66 31,814 -1.91 0.4170
2022-08-15 2022-06-30 13F PULTE GROUP COM 745867101 818,441 246,623 43.13 32,435 35.38 0.4256
2022-05-16 2022-03-31 13F PULTE GROUP COM 745867101 571,818 571,818 23,959 0.2680
2021-11-15 2021-09-30 13F PULTE GROUP COM 745867101 0 -469,711 -100.00 0 -100.00
2021-08-02 2021-06-30 13F PULTE GROUP COM 745867101 469,711 13,993 3.07 25,632 7.26 0.3599
2021-05-17 2021-03-31 13F PULTE GROUP COM 745867101 455,718 -41,397 -8.33 23,898 11.49 0.3642
2021-01-26 2020-12-31 13F PULTE GROUP COM 745867101 497,115 -24,848 -4.76 21,436 -11.28 0.3539
2020-11-12 2020-09-30 13F PULTE GROUP COM 745867101 521,963 -133,291 -20.34 24,162 8.36 0.4554
2020-08-14 2020-06-30 13F PULTE GROUP COM 745867101 655,254 -91,217 -12.22 22,298 33.83 0.4169
2020-05-15 2020-03-31 13F PULTE GROUP COM 745867101 746,471 147,730 24.67 16,661 -28.28 0.4237
2020-01-27 2019-12-31 13F PULTE GROUP COM 745867101 598,741 119,054 24.82 23,231 32.50 0.4868
2019-11-06 2019-09-30 13F PULTE GROUP COM 745867101 479,687 479,687 802.48 17,533 1,639.38 0.3979
2013-11-08 2013-09-30 13F PULTE HOMES Common Stock 745867101 0 -53,152 -100.00 0 -100.00
2013-08-08 2013-06-30 13F PULTE HOMES Common Stock 745867101 53,152 53,152 1,008 0.0928
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.