PulteGroup, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionSystematic Financial Management Lp
Latest Disclosed Ownership111,849 shares
Latest Disclosed Value $ 13,154,681
Systematic Financial Management Lp reports 5.65% decrease in ownership of PHM / PulteGroup, Inc.

On May 13, 2026 - Systematic Financial Management Lp filed a 13F-HR form disclosing ownership of 111,849 shares of PulteGroup, Inc. (MX:PHM) valued at $13,154,681 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 118,542 shares of PulteGroup, Inc.. This represents a change in shares of -5.65% 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)
2026-05-13 2026-03-31 13F PULTE GROUP COM 745867101 111,849 -6,693 -5.65 13,155 -5.37 0.3016
2026-02-09 2025-12-31 13F PULTE GROUP COM 745867101 118,542 -13,614 -10.30 13,900 -20.39 0.3277
2025-11-13 2025-09-30 13F PULTE GROUP COM 745867101 132,156 -3,424 -2.53 17,462 22.12 0.4246
2025-08-13 2025-06-30 13F PULTE GROUP COM 745867101 135,580 8,047 6.31 14,298 9.06 0.3815
2025-05-14 2025-03-31 13F PULTE GROUP COM 745867101 127,533 1,524 1.21 13,110 -4.46 0.3735
2025-02-14 2024-12-31 13F PULTE GROUP COM 745867101 126,009 -4,248 -3.26 13,722 -26.60 0.3492
2024-11-14 2024-09-30 13F PULTE GROUP COM 745867101 130,257 4,840 3.86 18,696 35.39 0.4762
2024-08-16 2024-06-30 13F PULTE GROUP COM 745867101 125,417 -11,810 -8.61 13,808 -16.58 0.4195
2024-05-15 2024-03-31 13F PULTE GROUP COM 745867101 137,227 3,282 2.45 16,552 19.73 0.4620
2024-02-14 2023-12-31 13F PULTE GROUP COM 745867101 133,945 -12,052 -8.25 13,826 27.88 0.4102
2023-11-14 2023-09-30 13F PULTE GROUP COM 745867101 145,997 -9,159 -5.90 10,811 -10.30 0.3481
2023-08-14 2023-06-30 13F PULTE GROUP COM 745867101 155,156 -24,116 -13.45 12,053 15.36 0.3804
2023-05-12 2023-03-31 13F PULTE GROUP COM 745867101 179,272 -26,845 -13.02 10,448 11.33 0.3416
2023-02-15 2022-12-31 13F PulteGroup COM 745867101 206,117 -45,372 -18.04 9,385 -0.50 0.3074
2022-11-14 2022-09-30 13F PulteGroup COM 745867101 251,489 -38,488 -13.27 9,431 -17.93 0.3440
2022-08-15 2022-06-30 13F Pulte Homes COM 745867101 289,977 -6,915 -2.33 11,492 -7.62 0.3991
2022-05-11 2022-03-31 13F Pulte Homes COM 745867101 296,892 1,545 0.52 12,440 -26.31 0.3882
2022-02-14 2021-12-31 13F Pulte Homes COM 745867101 295,347 -6,571 -2.18 16,882 21.77 0.5005
2021-11-12 2021-09-30 13F Pulte Homes COM 745867101 301,918 84,028 38.56 13,864 16.60 0.4294
2021-08-12 2021-06-30 13F Pulte Homes COM 745867101 217,890 36,950 20.42 11,890 25.32 0.3595
2021-05-10 2021-03-31 13F Pulte Homes COM 745867101 180,940 2,315 1.30 9,488 23.19 0.3473
2021-02-12 2020-12-31 13F Pulte Homes COM 745867101 178,625 59,315 49.72 7,702 39.45 0.3380
2020-11-12 2020-09-30 13F Pulte Homes COM 745867101 119,310 -2,500 -2.05 5,523 33.24 0.3020
2020-08-13 2020-06-30 13F Pulte Homes COM 745867101 121,810 121,650 76,031.25 4,145 103,525.00 0.2154
2020-05-12 2020-03-31 13F Pulte Homes COM 745867101 160 160 4 0.0002
2019-02-13 2018-12-31 13F Pulte Homes COM 745867101 0 -15,900 -100.00 0 -100.00
2018-11-06 2018-09-30 13F Pulte Homes COM 745867101 15,900 -300 -1.85 394 -15.45 0.0095
2018-08-08 2018-06-30 13F PulteGroup COM 745867101 16,200 16,200 466 0.0114
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.