풀테그룹, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership33,756 shares
Latest Disclosed Value $ 3,970,264
Stifel Financial Corp reports 1.20% increase in ownership of PHM / PulteGroup, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 33,756 shares of PulteGroup, Inc. (MX:PHM) valued at $3,970,264 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 33,356 shares of PulteGroup, Inc.. This represents a change in shares of 1.20% 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.

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)
2026-05-12 2026-03-31 13F PULTE GROUP COM 745867101 33,756 400 1.20 3,970 1.51 0.0036
2026-02-13 2025-12-31 13F PULTE GROUP COM 745867101 33,356 -601 -1.77 3,912 -12.84 0.0035
2025-11-12 2025-09-30 13F PULTE GROUP COM 745867101 33,957 615 1.84 4,487 27.62 0.0041
2025-08-14 2025-06-30 13F PULTE GROUP COM 745867101 33,342 -3,785 -10.19 3,517 -7.89 0.0034
2025-05-14 2025-03-31 13F PULTE GROUP COM 745867101 37,127 -8,465 -18.57 3,817 -23.12 0.0041
2025-02-13 2024-12-31 13F PULTE GROUP COM 745867101 45,592 -2,189 -4.58 4,966 -27.60 0.0052
2024-11-14 2024-09-30 13F PULTE GROUP COM 745867101 47,781 -720 -1.48 6,859 28.43 0.0072
2024-08-13 2024-06-30 13F PULTE GROUP COM 745867101 48,501 -9,246 -16.01 5,340 -23.33 0.0060
2024-05-14 2024-03-31 13F PULTE GROUP COM 745867101 57,747 -4,959 -7.91 6,966 7.62 0.0079
2024-02-12 2023-12-31 13F PULTE GROUP COM 745867101 62,706 10,014 19.00 6,473 65.91 0.0081
2023-11-13 2023-09-30 13F PULTE GROUP COM 745867101 52,692 17,569 50.02 3,902 43.00 0.0055
2023-08-14 2023-06-30 13F PULTE GROUP COM 745867101 35,123 -7,021 -16.66 2,728 11.07 0.0037
2023-05-12 2023-03-31 13F PULTE GROUP COM 745867101 42,144 2,244 5.62 2,456 35.24 0.0035
2023-02-13 2022-12-31 13F PULTE GROUP COM 745867101 39,900 -2,894 -6.76 1,817 13.22 0.0027
2022-11-14 2022-09-30 13F PULTE GROUP COM 745867101 42,794 -65,519 -60.49 1,604 -62.62 0.0026
2022-08-15 2022-06-30 13F PULTE GROUP COM 745867101 108,313 -23,802 -18.02 4,291 -22.49 0.0067
2022-05-13 2022-03-31 13F PULTE GROUP COM 745867101 132,115 7,899 6.36 5,536 -22.03 0.0076
2022-02-14 2021-12-31 13F PULTE GROUP COM 745867101 124,216 -4,964 -3.84 7,100 19.67 0.0094
2021-11-15 2021-09-30 13F PULTE GROUP COM 745867101 129,180 66,962 107.62 5,933 74.76 0.0087
2021-08-13 2021-06-30 13F PULTE GROUP COM 745867101 62,218 13,560 27.87 3,395 33.09 0.0051
2021-05-14 2021-03-31 13F PULTE GROUP COM 745867101 48,658 22,827 88.37 2,551 128.99 0.0042
2021-02-12 2020-12-31 13F PULTE GROUP COM 745867101 25,831 -4,265 -14.17 1,114 -20.03 0.0020
2020-11-16 2020-09-30 13F PULTE GROUP COM 745867101 30,096 1,962 6.97 1,393 45.56 0.0029
2020-08-14 2020-06-30 13F PULTE GROUP COM 745867101 28,134 -12,107 -30.09 957 6.69 0.0022
2020-05-14 2020-03-31 13F PULTE GROUP COM 745867101 40,241 19,288 92.05 897 10.88 0.0025
2020-02-13 2019-12-31 13F PULTE GROUP COM 745867101 20,953 -5,595 -21.08 809 -16.68 0.0017
2019-11-19 2019-09-30 13F/A-1 PULTE GROUP COM 745867101 26,548 -11,164 -29.60 971 -18.95 0.0025
2019-11-13 2019-09-30 13F PULTE GROUP COM 745867101 26,548 -11,164 971 544.2942
2019-08-14 2019-06-30 13F PULTE GROUP COM 745867101 37,712 -14,057 -27.15 1,198 -17.55 0.0031
2019-05-14 2019-03-31 13F PULTE GROUP COM 745867101 51,769 -8,812 -14.55 1,453 -8.15 0.0041
2019-02-13 2018-12-31 13F PULTE GROUP COM 745867101 60,581 -6,466 -9.64 1,582 -4.98 0.0051
2018-11-13 2018-09-30 13F PULTE GROUP COM 745867101 67,047 -476 -0.70 1,665 -14.13 0.0048
2018-08-14 2018-06-30 13F PULTE GROUP COM 745867101 67,523 2,896 4.48 1,939 1.62 0.0059
2018-05-11 2018-03-31 13F PULTE GROUP COM 745867101 64,627 -2,322 -3.47 1,908 -14.48 0.0060
2018-02-14 2017-12-31 13F PULTE GROUP COM 745867101 66,949 -5,901 -8.10 2,231 12.00 0.0071
2017-11-13 2017-09-30 13F PULTE GROUP COM 745867101 72,850 -5,436 -6.94 1,992 3.59 0.0069
2017-08-14 2017-06-30 13F PULTE GROUP COM 745867101 78,286 39,859 103.73 1,923 112.02 0.0071
2017-05-10 2017-03-31 13F PULTE GROUP COM 745867101 38,427 15,927 70.79 907 118.55 0.0035
2017-02-16 2016-12-31 13F PULTE GROUP COM 745867101 22,500 -12,122 -35.01 415 -39.68 0.0018
2016-11-15 2016-09-30 13F PULTE GROUP COM 745867101 34,622 10,263 42.13 688 44.54 0.0031
2016-08-17 2016-06-30 13F PULTE GROUP COM 745867101 24,359 1,233 5.33 476 9.93 0.0022
2016-05-16 2016-03-31 13F PULTE GROUP COM 745867101 23,126 23,126 0.00 433 0.0023
2016-02-16 2015-12-31 13F PULTE GROUP COM 745867101 0 -32,089 -100.00 0 -100.00
2015-11-16 2015-09-30 13F PULTE GROUP COM 745867101 32,089 -38,617 -54.62 606 -56.90 0.0034
2015-08-17 2015-06-30 13F/A-1 PULTE GROUP COM 745867101 70,706 -25,056 -26.16 1,406 -33.93 0.0073
2015-08-17 2015-06-30 13F PULTE GROUP COM 745867101 41,578 837
2015-05-14 2015-03-31 13F PULTE GROUP COM 745867101 95,762 95,762 2,128 0.0116
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.