PulteGroup, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership13,948 shares
Latest Disclosed Value $ 1,640,425
Baird Financial Group, Inc. reports 5.76% decrease in ownership of PHM / PulteGroup, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 13,948 shares of PulteGroup, Inc. (MX:PHM) valued at $1,640,425 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,800 shares of PulteGroup, Inc.. This represents a change in shares of -5.76% 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)
2026-05-14 2026-03-31 13F PULTE GROUP COM 745867101 13,948 -852 -5.76 1,640 -5.48 0.0026
2026-02-13 2025-12-31 13F PULTE GROUP INC COM COMMON 745867101 14,800 -12,959 -46.68 1,735 -52.69 0.0027
2025-11-13 2025-09-30 13F PULTE COMMON 745867101 27,759 -1,301 -4.48 3,668 19.68 0.0059
2025-08-13 2025-06-30 13F PULTE GROUP INC COM COMMON 745867101 29,060 2,164 8.05 3,065 10.85 0.0054
2025-05-15 2025-03-31 13F PULTE GROUP INC COM COMMON 745867101 26,896 -4,274 -13.71 2,765 -18.56 0.0053
2025-02-14 2024-12-31 13F PULTE COMMON 745867101 31,170 293 0.95 3,394 -23.40 0.0065
2024-11-14 2024-09-30 13F PULTE COMMON 745867101 30,877 -1,404 -4.35 4,432 24.68 0.0086
2024-08-14 2024-06-30 13F PULTE COMMON 745867101 32,281 -45,991 -58.76 3,554 -62.36 0.0074
2024-05-14 2024-03-31 13F PULTE COMMON 745867101 78,272 62,059 382.77 9,441 464.32 0.0198
2024-02-14 2023-12-31 13F PULTE COMMON 745867101 16,213 -942 -5.49 1,674 31.73 0.0038
2023-11-13 2023-09-30 13F PULTE COMMON 745867101 17,155 5,396 45.89 1,270 39.10 0.0035
2023-08-11 2023-06-30 13F PULTE COMMON 745867101 11,759 -231 -1.93 913 30.80 0.0024
2023-05-15 2023-03-31 13F PULTE COMMON 745867101 11,990 -452 -3.63 699 0.0017
2023-02-13 2022-12-31 13F PULTE COMMON 745867101 12,442 -673 -5.13 1 -100.00 0.0015
2022-11-15 2022-09-30 13F PULTE COMMON 745867101 13,115 -7,088 -35.08 492 -38.58 0.0014
2022-08-08 2022-06-30 13F PULTE COMMON 745867101 20,203 5,914 41.39 801 33.72 0.0022
2022-05-13 2022-03-31 13F PULTE COMMON 745867101 14,289 -5,039 -26.07 599 -45.79 0.0015
2022-02-09 2021-12-31 13F PULTE GROUP INC COM COMMON 745867101 19,328 9,335 93.42 1,105 140.74 0.0026
2021-11-12 2021-09-30 13F PULTEGROUP COMMON 745867101 9,993 -784 -7.27 459 -21.94 0.0012
2021-08-11 2021-06-30 13F PULTEGROUP COMMON 745867101 10,777 -2,082 -16.19 588 -12.76 0.0015
2021-05-13 2021-03-31 13F PULTE COMMON 745867101 12,859 1,096 9.32 674 32.94 0.0019
2021-02-11 2020-12-31 13F PULTEGROUP COMMON 745867101 11,763 426 3.76 507 -3.43 0.0015
2020-11-12 2020-09-30 13F PULTE COMMON 745867101 11,337 3 0.03 525 36.01 0.0018
2020-10-22 2020-06-30 13F/A-1 PULTE COMMON 745867101 11,334 -11,319 -49.97 386 -23.56 0.0015
2020-08-14 2020-06-30 13F PULTE COMMON 745867101 22,675 22 880 1,743.9601
2020-05-14 2020-03-31 13F PULTEGROUP COMMON 745867101 22,653 -16,615 -42.31 505 -66.86 0.0023
2020-02-14 2019-12-31 13F PULTEGROUP COMMON 745867101 39,268 -3,548 -8.29 1,524 -2.62 0.0055
2019-11-14 2019-09-30 13F PULTE GROUP Common 745867101 42,816 -6,249 -12.74 1,565 0.90 0.0062
2019-08-14 2019-06-30 13F PULTE GROUP COMMON 745867101 49,065 49,065 1,551 0.0060
2017-02-10 2016-12-31 13F PULTE COMMON 745867101 0 -21,705 -100.00 0 -100.00
2016-11-10 2016-09-30 13F PULTE COMMON 745867101 21,705 -1,480 -6.38 435 -3.97 0.0039
2016-08-11 2016-06-30 13F PULTE COMMON 745867101 23,185 23,185 453 0.0042
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.