PulteGroup, Inc.
US ˙ NYSE ˙ US7458671010

SecurityPHM / PulteGroup, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,917,809 shares
Latest Disclosed Value $ 343,163,846
Morgan Stanley reports 7.40% increase in ownership of PHM / PulteGroup, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,917,809 shares of PulteGroup, Inc. (US:PHM) valued at $343,163,516 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 2,716,659 shares of PulteGroup, Inc.. This represents a change in shares of 7.40% during the quarter. The current value of the position is $345,468,586 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)
2026-05-15 2026-03-31 13F PULTE GROUP COM 745867101 2,917,809 201,150 7.40 343,164 7.72 0.0207
2026-05-27 2025-12-31 13F/A-1 PULTE GROUP COM 745867101 2,716,659 -173,514 -6.00 318,556 -16.58 0.0190
2026-02-13 2025-12-31 13F PULTE GROUP COM 745867101 2,716,659 -173,514 318,556 0.0190
2026-05-27 2025-09-30 13F/A-1 PULTE GROUP COM 745867101 2,890,173 134,380 4.88 381,879 31.40 0.0231
2025-11-14 2025-09-30 13F PULTE GROUP COM 745867101 2,890,173 134,380 381,879 0.0231
2025-08-15 2025-06-30 13F PULTE GROUP COM 745867101 2,755,793 -325,270 -10.56 290,626 -8.24 0.0189
2025-05-15 2025-03-31 13F PULTE GROUP COM 745867101 3,081,063 -76,911 -2.44 316,734 -7.90 0.0226
2025-05-15 2024-12-31 13F/A-1 PULTE GROUP COM 745867101 3,157,974 147,867 4.91 343,904 -20.40 0.0241
2025-02-14 2024-12-31 13F PULTE GROUP COM 745867101 3,157,974 147,867 343,904 0.0241
2025-05-14 2024-09-30 13F/A-2 PULTE GROUP COM 745867101 3,010,107 -40,146 -1.32 432,041 28.65 0.0313
2025-02-14 2024-09-30 13F/A-1 PULTE GROUP COM 745867101 3,010,107 -40,146 432,041 0.0313
2024-11-14 2024-09-30 13F PULTE GROUP COM 745867101 3,010,107 -40,146 432,041 0.0313
2025-05-14 2024-06-30 13F/A-2 PULTE GROUP COM 745867101 3,050,253 29,741 0.98 335,833 -7.82 0.0260
2024-10-17 2024-06-30 13F/A-1 PULTE GROUP COM 745867101 3,050,253 29,741 335,833 0.0260
2024-08-14 2024-06-30 13F PULTE GROUP COM 745867101 3,050,253 29,741 335,833 0.0260
2024-10-17 2024-03-31 13F/A-2 PULTE GROUP COM 745867101 3,020,512 -26,782 -0.88 364,334 15.83 0.0292
2024-08-16 2024-03-31 13F/A-1 PULTE GROUP COM 745867101 3,020,512 -26,782 364,334 0.0034
2024-05-15 2024-03-31 13F PULTE GROUP COM 745867101 3,020,512 -26,782 364,334 0.0292
2024-08-16 2023-12-31 13F/A-1 PULTE GROUP COM 745867101 3,047,294 -68,583 -2.20 314,542 36.32 0.0277
2024-02-13 2023-12-31 13F PULTE GROUP COM 745867101 3,047,294 -68,583 314,542 0.0277
2023-11-15 2023-09-30 13F PULTE GROUP COM 745867101 3,115,877 61,953 2.03 230,731 -2.74 0.0235
2023-08-14 2023-06-30 13F PULTE GROUP COM 745867101 3,053,924 -395,641 -11.47 237,229 18.00 0.0234
2023-05-15 2023-03-31 13F PULTE GROUP COM 745867101 3,449,565 -295,721 -7.90 201,041 17.90 0.0216
2023-02-14 2022-12-31 13F PULTE GROUP COM 745867101 3,745,286 585,199 18.52 170,523 43.90 0.0194
2022-11-14 2022-09-30 13F PULTE GROUP COM 745867101 3,160,087 92,684 3.02 118,503 -2.51 0.0162
2022-10-27 2022-06-30 13F/A-1 PULTE GROUP COM 745867101 3,067,403 1,801,386 142.29 121,560 129.16 0.0158
2022-08-15 2022-06-30 13F PULTE GROUP COM 745867101 3,067,403 1,801,386 121,560 0.0158
2022-10-27 2022-03-31 13F/A-1 PULTE GROUP COM 745867101 1,266,017 -511,727 -28.79 53,046 -47.80 0.0072
2022-05-13 2022-03-31 13F PULTE GROUP COM 745867101 1,266,017 -511,727 53,046 0.0072
2022-02-14 2021-12-31 13F PULTE GROUP COM 745867101 1,777,744 467,316 35.66 101,616 68.87 0.0125
2021-11-15 2021-09-30 13F PULTE GROUP COM 745867101 1,310,428 -114,088 -8.01 60,173 -22.59 0.0081
2021-08-23 2021-06-30 13F/A-1 PULTE GROUP COM 745867101 1,424,516 -612,623 -30.07 77,736 -27.23 0.0103
2021-08-16 2021-06-30 13F PULTE GROUP COM 745867101 1,424,516 -612,623 77,736 0.0021
2021-05-17 2021-03-31 13F PULTE GROUP COM 745867101 2,037,139 387,537 23.49 106,826 50.18 0.0157
2021-02-16 2020-12-31 13F PULTE GROUP COM 745867101 1,649,602 184,620 12.60 71,130 4.89 0.0110
2020-11-13 2020-09-30 13F PULTE GROUP COM 745867101 1,464,982 -147,059 -9.12 67,814 23.62 0.0131
2020-08-14 2020-06-30 13F PULTE GROUP COM 745867101 1,612,041 1,041,842 182.72 54,858 331.04 0.0121
2020-05-26 2020-03-31 13F/A-1 PULTE GROUP COM 745867101 570,199 -111,306 -16.33 12,727 -51.87 0.0035
2020-05-15 2020-03-31 13F PULTE GROUP COM 745867101 570,199 -111,306 12,727 977.6989
2020-02-14 2019-12-31 13F PULTE GROUP COM 745867101 681,505 -296,401 -30.31 26,443 -26.01 0.0061
2019-11-14 2019-09-30 13F PULTE GROUP COM 745867101 977,906 -693,123 -41.48 35,741 -32.36 0.0095
2019-08-14 2019-06-30 13F PULTE GROUP COM 745867101 1,671,029 574,373 52.37 52,837 72.32 0.0141
2019-05-15 2019-03-31 13F PULTE GROUP COM 745867101 1,096,656 -445,972 -28.91 30,663 -23.52 0.0087
2019-02-14 2018-12-31 13F PULTE GROUP COM 745867101 1,542,628 -1,663,895 -51.89 40,092 -49.52 0.0120
2019-04-23 2018-09-30 13F/A-2 PULTE GROUP COM 745867101 3,206,523 -606,120 -15.90 79,427 -27.54 0.0199
2018-11-20 2018-09-30 13F/A-1 PULTE GROUP COM 745867101 3,206,523 0 79,427 0.0199
2018-11-14 2018-09-30 13F PULTE GROUP COM 745867101 3,206,523 -606,120 79,427
2019-04-23 2018-06-30 13F/A-1 PULTE GROUP COM 745867101 3,812,643 1,007,452 35.91 109,614 32.50 0.0296
2018-08-14 2018-06-30 13F PULTE GROUP COM 745867101 3,812,643 1,007,452 109,614
2019-04-23 2018-03-31 13F/A-1 PULTE GROUP COM 745867101 2,805,191 -580,042 -17.13 82,725 -26.51 0.0230
2018-05-14 2018-03-31 13F PULTE GROUP COM 745867101 2,805,191 -580,042 82,725
2019-04-23 2017-12-31 13F/A-1 PULTE GROUP COM 745867101 3,385,233 1,095,133 47.82 112,562 79.85 0.0308
2018-02-14 2017-12-31 13F PULTE GROUP COM 745867101 3,385,233 1,095,133 112,562
2017-11-14 2017-09-30 13F PULTE GROUP COM 745867101 2,290,100 745,614 48.28 62,588 65.20 0.0187
2017-08-11 2017-06-30 13F PULTE GROUP COM 745867101 1,544,486 347,673 29.05 37,886 34.42 0.0114
2017-05-22 2017-03-31 13F/A-1 PULTE GROUP COM 745867101 1,196,813 -3,927,010 -76.64 28,185 -70.07 0.0087
2017-05-12 2017-03-31 13F PULTE GROUP COM 745867101 1,196,813 28,185
2017-02-22 2016-12-31 13F/A-1 PULTE GROUP COM 745867101 5,123,823 1,925,727 60.21 94,177 46.95 0.0308
2017-02-13 2016-12-31 13F PULTE GROUP COM 745867101 5,123,823 94,177
2016-11-10 2016-09-30 13F PULTE GROUP COM 745867101 3,198,096 1,852,825 137.73 64,088 144.44 0.0219
2016-08-12 2016-06-30 13F PULTE GROUP COM 745867101 1,345,271 596,916 79.76 26,218 87.26 0.0095
2016-05-12 2016-03-31 13F PULTE GROUP COM 745867101 748,355 -974,970 -56.57 14,001 -54.41 0.0054
2016-02-09 2015-12-31 13F PULTE GROUP COM 745867101 1,723,325 52,866 3.16 30,708 -2.59 0.0111
2016-02-08 2015-09-30 13F/A-1 PULTE GROUP COM 745867101 1,670,459 -186,926 -10.06 31,523 -15.77 0.0116
2015-11-09 2015-09-30 13F PULTE GROUP COM 745867101 1,670,459 31,523
2015-08-12 2015-06-30 13F PULTE GROUP COM 745867101 1,857,385 -529,185 -22.17 37,426 -29.46 0.0130
2015-05-14 2015-03-31 13F PULTE GROUP COM 745867101 2,386,570 -74,972 -3.05 53,054 0.43 0.0195
2015-02-13 2014-12-31 13F PULTE GROUP COM 745867101 2,461,542 -211,846 -7.92 52,825 11.89 0.0193
2014-12-16 2014-09-30 13F/A-1 PULTE GROUP COM 745867101 2,673,388 1,528,785 133.56 47,211 114.94 0.0182
2014-11-14 2014-09-30 13F PULTE GROUP COM 745867101 2,673,388 47,211
2014-05-13 2014-03-31 13F PULTE GROUP COM 745867101 1,144,603 -1,379,817 -54.66 21,965 -57.29 0.0092
2014-02-13 2013-12-31 13F PULTE GROUP COM 745867101 2,524,420 373,393 17.36 51,423 44.88 0.0219
2013-11-13 2013-09-30 13F PULTE GROUP INC COM ST COM 745867101 2,151,027 -841,973 -28.13 35,493 -37.49 0.0168
2013-08-08 2013-06-30 13F PULTE GROUP INC COM ST COM 745867101 2,993,000 2,993,000 56,776 0.0286
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.