PulteGroup, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership3,146,857 shares
Latest Disclosed Value $ 370,008,148
Dimensional Fund Advisors Lp reports 0.86% increase in ownership of PHM / PulteGroup, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 3,146,857 shares of PulteGroup, Inc. (MX:PHM) valued at $370,008,148 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,120,067 shares of PulteGroup, Inc.. This represents a change in shares of 0.86% 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)
2026-05-07 2026-03-31 13F PULTE GROUP COM 745867101 3,146,857 26,790 0.86 370,008 1.13 0.0166
2026-02-12 2025-12-31 13F PULTE GROUP COM 745867101 3,120,067 -21,720 -0.69 365,880 -11.87 0.0767
2025-11-12 2025-09-30 13F PULTE GROUP COM 745867101 3,141,787 -259,181 -7.62 415,148 15.74 0.0891
2025-08-12 2025-06-30 13F PULTE GROUP COM 745867101 3,400,968 -347,058 -9.26 358,684 -6.89 0.0830
2025-05-13 2025-03-31 13F PULTE GROUP COM 745867101 3,748,026 -351,351 -8.57 385,244 -13.71 0.0958
2025-02-13 2024-12-31 13F PULTE GROUP COM 745867101 4,099,377 -182,105 -4.25 446,430 -27.35 0.1072
2024-11-07 2024-09-30 13F PULTE GROUP COM 745867101 4,281,482 -506,558 -10.58 614,498 16.57 0.1490
2024-08-09 2024-06-30 13F PULTE GROUP COM 745867101 4,788,040 -231,164 -4.61 527,170 -12.92 0.1377
2024-05-10 2024-03-31 13F PULTE GROUP COM 745867101 5,019,204 -811,027 -13.91 605,416 0.60 0.1639
2024-02-07 2023-12-31 13F PULTE GROUP COM 745867101 5,830,231 -1,222,242 -17.33 601,807 15.23 0.1757
2023-11-09 2023-09-30 13F PULTE GROUP COM 745867101 7,052,473 -28,446 -0.40 522,270 -5.05 0.1713
2023-08-09 2023-06-30 13F PULTE GROUP COM 745867101 7,080,919 -12,440 -0.18 550,046 33.07 0.1753
2023-05-12 2023-03-31 13F PULTE GROUP COM 745867101 7,093,359 -24,995 -0.35 413,359 127,479.94 0.1392
2023-02-09 2022-12-31 13F PULTE GROUP COM 745867101 7,118,354 451,733 6.78 324 -99.87 0.0958
2022-11-10 2022-09-30 13F PULTE GROUP COM 745867101 6,666,621 72,490 1.10 250,024 -4.32 0.0960
2022-08-12 2022-06-30 13F PULTE GROUP COM 745867101 6,594,131 83,197 1.28 261,305 -4.25 0.0937
2022-05-13 2022-03-31 13F PULTE GROUP COM 745867101 6,510,934 116,075 1.82 272,892 -25.34 0.0841
2022-02-09 2021-12-31 13F PULTE GROUP COM 745867101 6,394,859 -34,705 -0.54 365,506 23.76 0.1105
2021-11-12 2021-09-30 13F PULTE GROUP COM 745867101 6,429,564 50,903 0.80 295,336 -15.16 0.0951
2021-08-12 2021-06-30 13F PULTE GROUP COM 745867101 6,378,661 -53,213 -0.83 348,123 3.21 0.1102
2021-05-14 2021-03-31 13F PULTE GROUP COM 745867101 6,431,874 181,316 2.90 337,305 25.13 0.1116
2021-03-08 2020-12-31 13F/A-2 PULTE GROUP COM 745867101 6,250,558 31,686 0.51 269,566 -6.34 0.0973
2021-02-11 2020-12-31 13F PULTE GROUP COM 745867101 6,250,558 31,686 269,566 97,352.9110
2020-11-12 2020-09-30 13F PULTE GROUP COM 745867101 6,218,872 -121,594 -1.92 287,818 33.41 0.1221
2020-08-13 2020-06-30 13F PULTE GROUP COM 745867101 6,340,466 -718,505 -10.18 215,742 36.87 0.0948
2020-05-14 2020-03-31 13F PULTE GROUP COM 745867101 7,058,971 -320,575 -4.34 157,620 -44.95 0.0821
2020-02-14 2019-12-31 13F PULTE GROUP COM 745867101 7,379,546 -330,026 -4.28 286,326 1.62 0.1043
2019-11-12 2019-09-30 13F PULTE GROUP COM 745867101 7,709,572 -583,947 -7.04 281,760 7.44 0.1095
2019-08-13 2019-06-30 13F PULTE GROUP COM 745867101 8,293,519 -431,898 -4.95 262,242 7.49 0.1018
2019-08-12 2019-03-31 13F/A-2 PULTE GROUP COM 745867101 8,725,417 194,658 2.28 243,980 10.04 0.0972
2019-05-10 2019-03-31 13F PULTE GROUP COM 745867101 8,725,417 194,658 243,980
2019-02-26 2018-12-31 13F/A-1 PULTE GROUP COM 745867101 8,530,759 361,635 4.43 221,724 9.57 0.1004
2019-02-13 2018-12-31 13F PULTE GROUP COM 745867101 8,530,759 361,635 221,724
2018-11-13 2018-09-30 13F PULTE GROUP COM 745867101 8,169,124 497,053 6.48 202,356 -8.25 0.0770
2018-08-10 2018-06-30 13F PULTE GROUP COM 745867101 7,672,071 -279,096 -3.51 220,558 -5.94 0.0879
2018-05-11 2018-03-31 13F PULTE GROUP COM 745867101 7,951,167 -1,217,641 -13.28 234,480 -23.09 0.0977
2018-02-12 2017-12-31 13F PULTE GROUP COM 745867101 9,168,808 -1,405,599 -13.29 304,888 5.50 0.1264
2017-11-13 2017-09-30 13F PULTE GROUP COM 745867101 10,574,407 67,782 0.65 288,984 12.13 0.1263
2017-08-11 2017-06-30 13F PULTE GROUP COM 745867101 10,506,625 83,336 0.80 257,712 4.98 0.1190
2017-05-12 2017-03-31 13F PULTE GROUP COM 745867101 10,423,289 118,739 1.15 245,477 29.60 0.1173
2017-02-09 2016-12-31 13F PULTE GROUP COM 745867101 10,304,550 772,078 8.10 189,404 -0.85 0.0946
2016-11-10 2016-09-30 13F PULTE GROUP COM 745867101 9,532,472 -634,299 -6.24 191,022 -3.59 0.1032
2016-08-09 2016-06-30 13F PULTE GROUP COM 745867101 10,166,771 2,132,979 26.55 198,134 31.82 0.1140
2016-05-13 2016-03-31 13F PULTE GROUP COM 745867101 8,033,792 1,970,660 32.50 150,303 39.11 0.0900
2016-02-10 2015-12-31 13F PULTE GROUP COM 745867101 6,063,132 1,028,661 20.43 108,049 13.73 0.0673
2015-11-13 2015-09-30 13F PULTE GROUP COM 745867101 5,034,471 843,163 20.12 95,001 12.48 0.0624
2015-08-14 2015-06-30 13F PULTE GROUP COM 745867101 4,191,308 581,403 16.11 84,457 5.24 0.0517
2015-05-14 2015-03-31 13F PULTE GROUP COM 745867101 3,609,905 -82,498 -2.23 80,249 1.28 0.0507
2015-02-06 2014-12-31 13F PULTE GROUP COM 745867101 3,692,403 35,737 0.98 79,237 22.69 0.0520
2014-11-13 2014-09-30 13F PULTE GROUP COM 745867101 3,656,666 115,784 3.27 64,581 -9.53 0.0458
2014-08-08 2014-06-30 13F PULTE GROUP COM 745867101 3,540,882 813,670 29.84 71,380 36.42 0.0496
2014-05-14 2014-03-31 13F PULTE GROUP COM 745867101 2,727,212 625,458 29.76 52,323 22.23 0.0391
2014-02-12 2013-12-31 13F PULTE GROUP COM 745867101 2,101,754 32,792 1.58 42,808 25.40 0.0334
2013-11-13 2013-09-30 13F PULTE GROUP COM 745867101 2,068,962 3,039 0.15 34,136 -12.91 0.0295
2013-08-15 2013-06-30 13F PULTE GROUP COM 745867101 2,065,923 2,065,923 39,195 0.0369
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.