풀테그룹, Inc.
US ˙ NYSE ˙ US7458671010

SecurityPHM / PulteGroup, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership4,672 shares
Latest Disclosed Value $ 549,474
IFP Advisors, Inc reports 20.75% increase in ownership of PHM / PulteGroup, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 4,672 shares of PulteGroup, Inc. (US:PHM) valued at $549,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,869 shares of PulteGroup, Inc.. This represents a change in shares of 20.75% during the quarter. The current value of the position is $552,324 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)
2026-04-13 2026-03-31 13F PULTE GROUP cs 745867101 4,672 803 20.75 549 21.19 0.0114
2026-02-06 2025-12-31 13F PULTE GROUP cs 745867101 3,869 144 3.87 454 -7.93 0.0102
2026-02-06 2025-09-30 13F/A-1 PULTE GROUP cs 745867101 3,725 -863 -18.81 492 -14.58 0.0128
2025-12-02 2025-09-30 13F PULTE GROUP cs 745867101 2,793 -1,795 616 0.0159
2025-07-24 2025-06-30 13F PULTE GROUP cs 745867101 4,588 -1,709 -27.14 576 -11.11 0.0164
2025-05-05 2025-03-31 13F PULTE GROUP cs 745867101 6,297 -789 -11.13 649 -16.17 0.0200
2025-02-04 2024-12-31 13F PULTE GROUP cs 745867101 7,086 -703 -9.03 773 -30.86 0.0253
2025-02-04 2024-09-30 13F PULTE GROUP cs 745867101 7,789 -1,740 -18.26 1,118 6.58 0.0403
2024-07-30 2024-06-30 13F PULTE GROUP cs 745867101 9,529 -3,430 -26.47 1,049 -32.89 0.0416
2024-07-30 2024-03-31 13F PULTE GROUP cs 745867101 12,959 -576 -4.26 1,563 11.88 0.0686
2024-01-09 2023-12-31 13F PULTE GROUP cs 745867101 13,535 2,026 17.60 1,397 63.97 0.0660
2023-10-12 2023-09-30 13F PULTE GROUP cs 745867101 11,509 3,353 41.11 852 34.17 0.0383
2023-08-14 2023-06-30 13F/A-1 PULTE GROUP cs 745867101 8,156 -683 -7.73 635 136.94 0.0266
2023-08-04 2023-06-30 13F PULTE GROUP cs 745867101 8,156 -683 248 0.0115
2023-04-18 2023-03-31 13F PULTE GROUP cs 745867101 8,839 124 1.42 269 0.0117
2023-02-07 2022-12-31 13F PULTE GROUP cs 745867101 8,715 -47,554 -84.51 0 -100.00 0.0081
2022-11-08 2022-09-30 13F PULTE GROUP cs 745867101 56,269 -584 -1.03 1,762 -0.34 0.0459
2022-09-06 2022-06-30 13F/A-1 PULTE GROUP cs 745867101 56,853 0 0.00 1,768 0.00 0.0567
2022-08-12 2022-06-30 13F PULTE GROUP INC COM Stock 745867101 64 -56,789 2 0.0036
2022-09-06 2022-03-31 13F/A-1 PULTE GROUP cs 745867101 56,853 26,640 88.17 1,768 2.02 0.0567
2022-08-08 2022-03-31 13F PULTE GROUP INC COM Stock 745867101 33,170 2,957 1,021 0.0208
2022-01-12 2021-12-31 13F PULTE GROUP INC COM Stock 745867101 30,213 27,846 1,176.43 1,733 1,475.45 0.0339
2021-10-06 2021-09-30 13F PULTE GROUP INC COM Stock 745867101 2,367 -1,470 -38.31 110 -47.62 0.0022
2021-07-13 2021-06-30 13F PULTE GROUP INC COM Stock 745867101 3,837 2,148 127.18 210 135.96 0.0043
2021-04-30 2021-03-31 13F PULTE GROUP INC COM Stock 745867101 1,689 139 8.97 89 36.92 0.0017
2021-01-25 2020-12-31 13F PULTE GROUP INC COM Stock 745867101 1,550 -1,653 -51.61 65 -56.08 0.0026
2020-10-29 2020-09-30 13F PULTE GROUP INC COM Stock 745867101 3,203 1,029 47.33 148 102.74 0.0088
2020-08-05 2020-06-30 13F PULTE GROUP INC COM Stock 745867101 2,174 916 72.81 73 128.13 0.0058
2020-05-12 2020-03-31 13F PULTE GROUP INC COM Stock 745867101 1,258 -2,070 -62.20 32 -75.00 0.0032
2020-01-17 2019-12-31 13F PULTE GROUP INC COM Stock 745867101 3,328 -1,593 -32.37 128 -26.86 0.0096
2019-11-07 2019-09-30 13F PULTE GROUP INC COM Stock 745867101 4,921 4,819 4,724.51 175 5,733.33 0.0117
2019-05-15 2019-03-31 13F PULTEGROUP Stock 745867101 102 -4,526 -97.80 3 -97.52 0.0004
2019-06-03 2018-12-31 13F/A-10 PULTE GROUP INC COM Stock 745867101 4,628 -5,315 -53.45 121 -50.81 0.0074
2019-01-23 2018-12-31 13F PULTE GROUP INC COM Stock 745867101 4,628 -5,315 121 0.0074
2019-06-03 2018-09-30 13F/A-9 PULTE GROUP INC COM Stock 745867101 9,943 403 4.22 246 -10.22 0.0100
2018-10-25 2018-09-30 13F PULTE GROUP INC COM Stock 745867101 9,943 403 246 0.0100
2019-06-03 2018-06-30 13F/A-8 PULTE GROUP INC COM Stock 745867101 9,540 -1,596 -14.33 274 -25.95 0.0115
2018-08-07 2018-06-30 13F PULTE GROUP INC COM Stock 745867101 9,540 400 274
2019-06-03 2018-03-31 13F/A-7 PULTE GROUP INC COM Stock 745867101 11,136 0 0.00 370 0.00 0.0168
2018-05-09 2018-03-31 13F PULTE GROUP INC COM Stock 745867101 9,140 -1,996 270
2019-06-03 2017-12-31 13F/A-6 PULTE GROUP INC COM Stock 745867101 11,136 616 5.86 370 28.47 0.0168
2018-01-24 2017-12-31 13F PULTE GROUP INC COM Stock 745867101 11,136 616 370
2017-10-30 2017-09-30 13F PULTE GROUP INC COM Stock 745867101 10,520 256 2.49 288 14.29 0.0114
2019-06-03 2017-06-30 13F/A-5 PULTE GROUP INC COM Stock 745867101 10,264 4,305 72.24 252 80.00 0.0107
2017-07-31 2017-06-30 13F PULTE GROUP INC COM Stock 745867101 10,264 4,305 252
2019-06-03 2017-03-31 13F/A-4 PULTE GROUP INC COM Stock 745867101 5,959 638 11.99 140 42.86 0.0061
2017-04-26 2017-03-31 13F PULTE GROUP INC COM Stock 745867101 5,959 638 140
2019-06-03 2016-12-31 13F/A-3 PULTE GROUP INC COM Stock 745867101 5,321 44 0.83 98 -7.55 0.0047
2017-02-14 2016-12-31 13F PULTE GROUP INC COM Stock 745867101 5,321 44 98
2016-11-04 2016-09-30 13F PULTE GROUP INC COM Stock 745867101 5,277 -320 -5.72 106 -2.75 0.0055
2019-06-03 2016-06-30 13F/A-2 PULTE GROUP INC COM Stock 745867101 5,597 5,495 5,387.25 109 3,533.33 0.0061
2016-08-22 2016-06-30 13F PULTE GROUP INC COM Stock 745867101 5,597 5,495 109
2019-06-03 2016-03-31 13F/A-1 PULTEGROUP Stock 745867101 102 -3,148 -96.86 3 -94.83 0.0004
2016-05-02 2016-03-31 13F PULTE GROUP INC COM Stock 745867101 5,507 2,257 103
2016-02-11 2015-12-31 13F PULTE GROUP INC COM Stock 745867101 3,250 3,250 58 0.0039
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.