풀테그룹, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionMAI Capital Management
Latest Disclosed Ownership1,150 shares
Latest Disclosed Value $ 135,219
MAI Capital Management reports 11.00% increase in ownership of PHM / PulteGroup, Inc.

On May 15, 2026 - MAI Capital Management filed a 13F-HR form disclosing ownership of 1,150 shares of PulteGroup, Inc. (MX:PHM) valued at $135,219 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,036 shares of PulteGroup, Inc.. This represents a change in shares of 11.00% during the quarter.

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 1,150 114 11.00 135 11.57 0.0008
2026-02-13 2025-12-31 13F PULTE GROUP COM 745867101 1,036 168 19.35 122 6.14 0.0007
2025-11-10 2025-09-30 13F PULTE GROUP COM 745867101 868 -141 -13.97 115 7.55 0.0007
2025-08-12 2025-06-30 13F PULTE GROUP COM 745867101 1,009 -371 -26.88 106 -24.82 0.0007
2025-05-15 2025-03-31 13F PULTE GROUP COM 745867101 1,380 -153 -9.98 142 -15.06 0.0011
2025-02-14 2024-12-31 13F PULTE GROUP COM 745867101 1,533 68 4.64 167 -20.95 0.0012
2024-11-07 2024-09-30 13F PulteGroup CS 745867101 1,465 -14,976 -91.09 210 -88.40 0.0020
2024-08-12 2024-06-30 13F PulteGroup CS 745867101 16,441 3,455 26.61 1,810 15.58 0.0177
2024-05-08 2024-03-31 13F PulteGroup CS 745867101 12,986 247 1.94 1,566 19.18 0.0162
2024-02-09 2023-12-31 13F PulteGroup CS 745867101 12,739 400 3.24 1,315 43.92 0.0173
2023-11-14 2023-09-30 13F PulteGroup CS 745867101 12,339 -531 -4.13 914 -8.61 0.0136
2023-08-02 2023-06-30 13F PulteGroup CS 745867101 12,870 -268 -2.04 1,000 30.59 0.0147
2023-05-10 2023-03-31 13F PulteGroup CS 745867101 13,138 229 1.77 766 30.32 0.0121
2023-02-09 2022-12-31 13F PulteGroup CS 745867101 12,909 2,013 18.47 588 43.52 0.0099
2022-11-15 2022-09-30 13F PulteGroup CS 745867101 10,896 3,874 55.17 409 47.12 0.0077
2022-07-19 2022-06-30 13F PulteGroup CS 745867101 7,022 879 14.31 278 8.17 0.0053
2022-05-10 2022-03-31 13F PulteGroup CS 745867101 6,143 -2,644 -30.09 257 -48.80 0.0043
2022-02-11 2021-12-31 13F PulteGroup CS 745867101 8,787 3,950 81.66 502 126.13 0.0081
2021-11-12 2021-09-30 13F PulteGroup CS 745867101 4,837 -24 -0.49 222 -16.23 0.0043
2021-07-19 2021-06-30 13F PulteGroup CS 745867101 4,861 252 5.47 265 9.50 0.0053
2021-05-10 2021-03-31 13F PulteGroup CS 745867101 4,609 -3,474 -42.98 242 -30.66 0.0054
2021-02-16 2020-12-31 13F PulteGroup CS 745867101 8,083 135 1.70 349 -5.16 0.0087
2020-10-26 2020-09-30 13F PulteGroup CS 745867101 7,948 -2,613 -24.74 368 2.51 0.0107
2020-07-27 2020-06-30 13F PulteGroup CS 745867101 10,561 1,590 17.72 359 79.50 0.0113
2020-04-16 2020-03-31 13F PulteGroup CS 745867101 8,971 -678 -7.03 200 -46.52 0.0082
2020-02-03 2019-12-31 13F PulteGroup CS 745867101 9,649 -2,028 -17.37 374 -12.41 0.0121
2019-10-29 2019-09-30 13F PulteGroup CS 745867101 11,677 0 0.00 427 15.72 0.0190
2019-08-15 2019-06-30 13F PulteGroup CS 745867101 11,677 28 0.24 369 13.19 0.0167
2019-04-29 2019-03-31 13F PulteGroup CS 745867101 11,649 11,649 326 0.0167
2015-04-30 2015-03-31 13F PulteGroup CS 745867101 0 -132,600 -100.00 0 -100.00
2015-01-20 2014-12-31 13F PulteGroup CS 745867101 132,600 -11,789 -8.16 2,846 11.61 0.1996
2014-10-16 2014-09-30 13F/A-1 PulteGroup CS 745867101 144,389 4,769 3.42 2,550 -9.41 0.2457
2014-10-16 2014-09-30 13F PulteGroup COM 745867101 139,620 2,815
2014-07-28 2014-06-30 13F PulteGroup COM 745867101 139,620 8,379 6.38 2,815 11.75 0.2705
2014-04-28 2014-03-31 13F PulteGroup COM 745867101 131,241 17,475 15.36 2,519 8.72 0.2536
2014-02-06 2013-12-31 13F PulteGroup COM 745867101 113,766 5,436 5.02 2,317 29.66 0.2456
2013-10-28 2013-09-30 13F PulteGroup COM 745867101 108,330 108,330 1,787 0.2322
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.