PulteGroup, Inc.
US ˙ NYSE ˙ US7458671010

SecurityPHM / PulteGroup, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership10,038,978 shares
Ownership 5.00%
State Street Corp ownership in PHM / PulteGroup, Inc.

2025-05-13 - State Street Corp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 10,038,978 shares of PulteGroup, Inc. (US:PHM). This represents 5.0 percent ownership of the company. In their previous filing dated 2024-10-16 , State Street Corp had reported owning 10,532,595 shares, indicating a decrease of -4.69 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-05-13 2025-05-13 13G 10,532,595 10,038,978 -4.69 5.00 -1.96
2024-10-16 2024-10-16 13G 10,116,250 10,532,595 4.12 5.10 14.86
2023-01-31 2023-01-31 13G/A 13,097,461 10,116,250 -22.76 4.44 -14.12
2022-02-10 2022-02-10 13G 13,097,461 5.17

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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.

Upgrade to unlock premium data and export to Excel .

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 8,886,057 -229,065 -2.51 1,047,400 -2.22 0.0362
2026-02-13 2025-12-31 13F PULTE GROUP COM 745867101 9,115,122 -124,753 -1.35 1,071,156 -12.41 0.0359
2025-11-14 2025-09-30 13F PULTE GROUP COM 745867101 9,239,875 -717,301 -7.20 1,222,944 16.22 0.0424
2025-08-14 2025-06-30 13F PULTE GROUP COM 745867101 9,957,176 -79,425 -0.79 1,052,235 1.77 0.0394
2025-05-15 2025-03-31 13F PULTE GROUP COM 745867101 10,036,601 -700,634 -6.53 1,033,982 -11.75 0.0426
2025-02-14 2024-12-31 13F PULTE GROUP COM 745867101 10,737,235 205,517 1.95 1,171,586 -22.60 0.0462
2024-11-14 2024-09-30 13F PULTE GROUP COM 745867101 10,531,718 -4,983 -0.05 1,513,675 30.25 0.0616
2024-08-14 2024-06-30 13F PULTE GROUP COM 745867101 10,536,701 -121,675 -1.14 1,162,144 -9.75 0.0508
2024-05-15 2024-03-31 13F PULTE GROUP COM 745867101 10,658,376 8,676 0.08 1,287,717 16.92 0.0576
2024-02-14 2023-12-31 13F PULTE GROUP COM 745867101 10,649,700 283,700 2.74 1,101,338 43.17 0.0536
2023-11-14 2023-09-30 13F PULTE GROUP COM 745867101 10,366,000 61,592 0.60 769,266 -4.09 0.0427
2023-08-14 2023-06-30 13F PULTE GROUP COM 745867101 10,304,408 -38,752 -0.37 802,074 32.70 0.0421
2023-05-15 2023-03-31 13F PULTE GROUP COM 745867101 10,343,160 228,040 2.25 604,439 30.77 0.0341
2023-05-15 2022-12-31 13F/A-99 PULTE GROUP COM 745867101 10,115,120 -593,302 -5.54 462,211 14.65 0.0272
2023-05-15 2022-12-31 13F PULTE GROUP COM 745867101 10,115,120 -593,302 462,211 0.0272
2022-11-15 2022-09-30 13F PULTE GROUP COM 745867101 10,708,422 -99,807 -0.92 403,163 -6.24 0.0255
2022-08-15 2022-06-30 13F PULTE GROUP COM 745867101 10,808,229 -868,368 -7.44 429,992 -12.43 0.0258
2022-05-16 2022-03-31 13F PULTE GROUP COM 745867101 11,676,597 -1,419,729 -10.84 491,013 -34.58 0.0243
2022-02-14 2021-12-31 13F PULTE GROUP COM 745867101 13,096,326 547,399 4.36 750,513 29.85 0.0356
2021-11-15 2021-09-30 13F PULTE GROUP COM 745867101 12,548,927 -237,412 -1.86 577,992 -17.37 0.0305
2021-08-16 2021-06-30 13F PULTE GROUP COM 745867101 12,786,339 158,251 1.25 699,526 5.35 0.0369
2021-07-09 2021-03-31 13F/A-1 PULTE GROUP COM 745867101 12,628,088 -395,687 -3.04 664,011 17.85 0.0381
2021-05-17 2021-03-31 13F PULTE GROUP COM 745867101 12,628,088 -395,687 664,011 0.0381
2021-02-16 2020-12-31 13F PULTE GROUP COM 745867101 13,023,775 -628,042 -4.60 563,430 -11.07 0.0345
2020-11-10 2020-09-30 13F PULTE GROUP COM 745867101 13,651,817 659,592 5.08 633,550 42.80 0.0433
2020-08-14 2020-06-30 13F PULTE GROUP COM 745867101 12,992,225 70,212 0.54 443,673 53.06 0.0323
2020-06-19 2020-03-31 13F/A-1 PULTE GROUP COM 745867101 12,922,013 580,162 4.70 289,871 -39.65 0.0254
2020-05-11 2020-03-31 13F PULTE GROUP COM 745867101 12,922,013 580,162 289,871 25,456.5104
2020-02-06 2019-12-31 13F PULTE GROUP COM 745867101 12,341,851 56,571 0.46 480,352 6.66 0.0329
2019-11-14 2019-09-30 13F PULTE GROUP COM 745867101 12,285,280 -114,359 -0.92 450,363 14.47 0.0336
2019-08-14 2019-06-30 13F PULTE GROUP COM 745867101 12,399,639 157,914 1.29 393,430 14.50 0.0293
2019-05-15 2019-03-31 13F PULTE GROUP COM 745867101 12,241,725 332,693 2.79 343,612 10.54 0.0268
2019-02-12 2018-12-31 13F PULTE GROUP COM 745867101 11,909,032 -933,792 -7.27 310,862 -2.28 0.0283
2018-11-09 2018-09-30 13F PULTEGROUP Common equity shares 745867101 12,842,824 1,161,523 9.94 318,115 -5.28 0.0244
2018-08-14 2018-06-30 13F PULTEGROUP Common equity shares 745867101 11,681,301 -280,916 -2.35 335,858 -4.79 0.0281
2018-05-15 2018-03-31 13F PULTEGROUP Common equity shares 745867101 11,962,217 -825,644 -6.46 352,762 -17.04 0.0300
2018-02-14 2017-12-31 13F PULTEGROUP Common equity shares 745867101 12,787,861 -406,040 -3.08 425,210 17.92 0.0342
2017-11-14 2017-09-30 13F PULTEGROUP Common equity shares 745867101 13,193,901 -970,580 -6.85 360,589 3.78 0.0311
2017-08-14 2017-06-30 13F PULTEGROUP Common equity shares 745867101 14,164,481 -334,677 -2.31 347,450 1.76 0.0307
2017-05-15 2017-03-31 13F PULTEGROUP Common equity shares 745867101 14,499,158 -1,225,313 -7.79 341,451 18.14 0.0305
2017-02-09 2016-12-31 13F PULTEGROUP Common equity shares 745867101 15,724,471 471,526 3.09 289,011 -5.45 0.0272
2017-01-13 2016-09-30 13F/A-1 PULTEGROUP Common equity shares 745867101 15,252,945 -385,211 -2.46 305,659 0.29 0.0308
2016-11-14 2016-09-30 13F PULTEGROUP Common equity shares 745867101 11,912,073 238,708
2016-08-12 2016-06-30 13F PULTEGROUP Common equity shares 745867101 15,638,156 -903,764 -5.46 304,787 -1.52 0.0327
2016-05-20 2016-03-31 13F/A-1 PULTEGROUP Common equity shares 745867101 16,541,920 -741,999 -4.29 309,495 0.49 0.0335
2016-05-12 2016-03-31 13F PULTEGROUP Common equity shares 745867101 16,541,920 309,495
2016-02-16 2015-12-31 13F PULTEGROUP Common equity shares 745867101 17,283,919 1,319,834 8.27 307,999 2.24 0.0337
2015-11-16 2015-09-30 13F PULTEGROUP Common equity shares 745867101 15,964,085 150,348 0.95 301,249 -5.46 0.0351
2015-08-13 2015-06-30 13F PULTEGROUP Common equity shares 745867101 15,813,737 -941,609 -5.62 318,641 -14.45 0.0341
2015-05-15 2015-03-31 13F PULTEGROUP Common equity shares 745867101 16,755,346 301,607 1.83 372,466 5.48 0.0382
2015-02-11 2014-12-31 13F PULTEGROUP Common equity shares 745867101 16,453,739 249,466 1.54 353,102 23.39 0.0352
2014-11-12 2014-09-30 13F/A-1 PULTEGROUP Common equity shares 745867101 16,204,273 -152,829 -0.93 286,170 -13.22 0.0308
2014-11-10 2014-09-30 13F PULTEGROUP Common equity shares 745867101 16,204,273 286,170
2014-08-12 2014-06-30 13F PULTEGROUP Common equity shares 745867101 16,357,102 -305,240 -1.83 329,753 3.13 0.0356
2014-05-15 2014-03-31 13F/A-1 PULTEGROUP Common equity shares 745867101 16,662,342 -836,166 -4.78 319,747 -10.30 0.0363
2014-05-13 2014-03-31 13F PULTEGROUP Common equity shares 745867101 16,662,342 319,747
2014-02-06 2013-12-31 13F/A-1 PULTEGROUP Common equity shares 745867101 17,498,508 -558,452 -3.09 356,445 19.63 0.0397
2014-02-06 2013-12-31 13F PULTEGROUP Common equity shares 745867101 16,792,447 304,944
2013-11-12 2013-09-30 13F PULTEGROUP Common equity shares 745867101 18,056,960 538,420 3.07 297,950 -10.34 0.0367
2013-08-08 2013-06-30 13F PULTEGROUP Common equity shares 745867101 17,518,540 17,518,540 332,320 0.0433
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.