풀테그룹, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership262,643 shares
Latest Disclosed Value $ 30,889,409
Mercer Global Advisors Inc /adv reports 0.16% decrease in ownership of PHM / PulteGroup, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 262,643 shares of PulteGroup, Inc. (MX:PHM) valued at $30,889,409 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 263,059 shares of PulteGroup, Inc.. This represents a change in shares of -0.16% 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 262,643 -416 -0.16 30,889 0.32 0.0457
2026-02-17 2025-12-31 13F PULTE GROUP COM 745867101 263,059 1,507 0.58 30,789 -10.91 0.0469
2025-11-14 2025-09-30 13F PULTE GROUP COM 745867101 261,552 -52,141 -16.62 34,559 4.46 0.0577
2025-08-14 2025-06-30 13F PULTE GROUP COM 745867101 313,693 35,224 12.65 33,082 15.57 0.0674
2025-05-15 2025-03-31 13F PULTE GROUP COM 745867101 278,469 -14,089 -4.82 28,627 -10.15 0.0657
2025-02-14 2024-12-31 13F PULTE GROUP COM 745867101 292,558 -28,313 -8.82 31,860 -31.34 0.0777
2024-11-14 2024-09-30 13F PULTE GROUP COM 745867101 320,871 13,748 4.48 46,401 36.42 0.1086
2024-08-12 2024-06-30 13F PULTE GROUP COM 745867101 307,123 10,626 3.58 34,013 97,080.00 0.0927
2024-05-15 2024-03-31 13F PULTE GROUP COM 745867101 296,497 10,840 3.79 36 20.69 0.1017
2024-02-15 2023-12-31 13F PULTE GROUP COM 745867101 285,657 18,339 6.86 29 52.63 0.0887
2023-11-15 2023-09-30 13F/A-1 PULTE GROUP COM 745867101 267,318 17,513 7.01 20 0.00 0.0752
2023-11-14 2023-09-30 13F PULTE GROUP COM 745867101 267,318 17,513 20 0.0752
2023-08-14 2023-06-30 13F PULTE GROUP COM 745867101 249,805 29,988 13.64 19 58.33 0.0770
2023-05-16 2023-03-31 13F PULTE GROUP COM 745867101 219,817 29,850 15.71 13 50.00 0.0582
2023-02-09 2022-12-31 13F PULTE GROUP COM 745867101 189,967 15,129 8.65 9 -99.88 0.0433
2022-11-15 2022-09-30 13F PULTE GROUP COM 745867101 174,838 33,834 24.00 6,556 17.32 0.0389
2022-08-10 2022-06-30 13F PULTE GROUP COM 745867101 141,004 -38,702 -21.54 5,588 -25.79 0.0342
2022-05-10 2022-03-31 13F PULTE GROUP COM 745867101 179,706 4,371 2.49 7,530 -24.87 0.0443
2022-02-04 2021-12-31 13F PULTE GROUP COM 745867101 175,335 -9,011 -4.89 10,022 18.39 0.0619
2021-11-10 2021-09-30 13F PULTE GROUP COM 745867101 184,346 -5,191 -2.74 8,465 -18.16 0.0591
2021-08-10 2021-06-30 13F PULTE GROUP COM 745867101 189,537 6,193 3.38 10,343 7.57 0.0795
2021-08-10 2021-03-31 13F/A-1 PULTE GROUP COM 745867101 183,344 -23,795 -11.49 9,615 7.65 0.0875
2021-05-11 2021-03-31 13F PULTE GROUP COM 745867101 183,344 -23,795 9,615 0.0921
2021-02-12 2020-12-31 13F PULTE GROUP COM 745867101 207,139 39,748 23.75 8,932 15.27 0.1115
2020-12-10 2020-09-30 13F PULTE GROUP COM 745867101 167,391 10,909 6.97 7,749 45.52 0.1166
2020-08-10 2020-06-30 13F PULTE GROUP COM 745867101 156,482 6,285 4.18 5,325 58.86 0.0967
2020-05-18 2020-03-31 13F PULTE GROUP COM 745867101 150,197 -2,124 -1.39 3,352 -43.28 0.0738
2020-02-13 2019-12-31 13F PULTE GROUP INC COM COM 745867101 152,321 18,328 13.68 5,910 20.69 0.1180
2019-11-12 2019-09-30 13F PULTE GROUP INC COM COM 745867101 133,993 16,335 13.88 4,897 31.64 0.1152
2019-08-14 2019-06-30 13F PULTE GROUP INC COM COM 745867101 117,658 10,936 10.25 3,720 24.66 0.0986
2019-04-23 2019-03-31 13F/A-1 PULTE GROUP INC COM COM 745867101 106,722 106,722 2,984 0.1073
2019-04-12 2019-03-31 13F PULTE GROUP INC COM COM 745867101 104,249 2,709 0.1444
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.