PulteGroup, Inc.
US ˙ NYSE ˙ US7458671010

SecurityPHM / PulteGroup, Inc.
InstitutionAllworth Financial LP
Latest Disclosed Ownership9,197 shares
Latest Disclosed Value $ 1,081,647
Allworth Financial LP reports 2.71% increase in ownership of PHM / PulteGroup, Inc.

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 9,197 shares of PulteGroup, Inc. (US:PHM) valued at $1,081,659 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,954 shares of PulteGroup, Inc.. This represents a change in shares of 2.71% during the quarter. The current value of the position is $1,077,980 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)
2026-05-14 2026-03-31 13F PULTE GROUP COM 745867101 9,197 243 2.71 1,082 3.05 0.0044
2026-02-05 2025-12-31 13F PULTE GROUP COM 745867101 8,954 -77 -0.85 1,050 -12.07 0.0043
2025-12-02 2025-09-30 13F PULTE GROUP COM 745867101 9,031 227 2.58 1,193 28.56 0.0053
2025-08-07 2025-06-30 13F PULTE GROUP COM 745867101 8,804 6,347 258.32 928 268.25 0.0044
2025-04-30 2025-03-31 13F PULTE GROUP COM 745867101 2,457 -52 -2.07 253 -13.99 0.0014
2025-01-30 2024-12-31 13F PULTE GROUP COM 745867101 2,509 1,174 87.94 293 53.40 0.0016
2024-10-23 2024-09-30 13F PULTE GROUP COM 745867101 1,335 -142 -9.61 192 3.80 0.0012
2024-07-24 2024-06-30 13F PULTE GROUP COM 745867101 1,477 171 13.09 184 17.20 0.0012
2024-04-25 2024-03-31 13F PULTE GROUP COM 745867101 1,306 86 7.05 157 25.60 0.0011
2024-01-24 2023-12-31 13F PULTE GROUP COM 745867101 1,220 33 2.78 126 43.68 0.0010
2023-10-31 2023-09-30 13F PULTE GROUP COM 745867101 1,187 26 2.24 88 -3.33 0.0008
2023-07-18 2023-06-30 13F PULTE GROUP COM 745867101 1,161 -3 -0.26 90 34.33 0.0008
2023-04-18 2023-03-31 13F PULTE GROUP COM 745867101 1,164 43 3.84 68 31.37 0.0007
2023-01-13 2022-12-31 13F PULTE GROUP COM 745867101 1,121 -1,274 -53.19 51 -43.33 0.0006
2022-11-14 2022-09-30 13F/A-1 PULTE GROUP COM 745867101 2,395 1,776 286.91 90 260.00 0.0011
2022-10-18 2022-09-30 13F PULTE GROUP COM 745867101 2,395 1,776 90 0.0011
2022-07-13 2022-06-30 13F PULTE GROUP COM 745867101 619 12 1.98 25 0.00 0.0003
2022-04-22 2022-03-31 13F PULTE GROUP COM 745867101 607 -331 -35.29 25 -53.70 0.0003
2022-01-21 2021-12-31 13F PULTE GROUP COM 745867101 938 35 3.88 54 31.71 0.0008
2021-11-02 2021-09-30 13F PULTE GROUP COM 745867101 903 341 60.68 41 32.26 0.0007
2021-08-02 2021-06-30 13F PULTE GROUP COM 745867101 562 0 0.00 31 6.90 0.0006
2021-04-29 2021-03-31 13F PULTE GROUP COM 745867101 562 0 0.00 29 20.83 0.0006
2021-01-26 2020-12-31 13F PULTE GROUP COM 745867101 562 473 531.46 24 500.00 0.0006
2020-11-03 2020-09-30 13F PULTE GROUP COM 745867101 89 0 0.00 4 33.33 0.0001
2020-07-24 2020-06-30 13F PULTE GROUP COM 745867101 89 -28 -23.93 3 0.00 0.0001
2020-04-17 2020-03-31 13F PULTE GROUP COM 745867101 117 0 0.00 3 -40.00 0.0001
2020-01-16 2019-12-31 13F PULTE GROUP COM 745867101 117 0 0.00 5 25.00 0.0002
2019-10-09 2019-09-30 13F PULTE GROUP COM 745867101 117 0 0.00 4 0.00 0.0002
2019-07-25 2019-06-30 13F PULTE GROUP COM 745867101 117 0 0.00 4 33.33 0.0002
2019-05-07 2019-03-31 13F PULTE GROUP COM 745867101 117 28 31.46 3 50.00 0.0001
2019-02-11 2018-12-31 13F PULTE GROUP COM 745867101 89 0 0.00 2 0.00 0.0001
2018-10-29 2018-09-30 13F PULTE GROUP COM 745867101 89 0 0.00 2 -33.33 0.0001
2018-08-08 2018-06-30 13F PULTE GROUP COM 745867101 89 0 0.00 3 0.00 0.0001
2018-05-01 2018-03-31 13F PULTE GROUP COM 745867101 89 89 3 0.0002
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.