PulteGroup, Inc.
US ˙ NYSE ˙ US7458671010

SecurityPHM / PulteGroup, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership80,151 shares
Latest Disclosed Value $ 9,426,598
Truist Financial Corp reports 2.04% decrease in ownership of PHM / PulteGroup, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 80,151 shares of PulteGroup, Inc. (US:PHM) valued at $9,426,559 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 81,823 shares of PulteGroup, Inc.. This represents a change in shares of -2.04% during the quarter. The current value of the position is $9,394,499 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)
2026-04-27 2026-03-31 13F PULTE GROUP COM 745867101 80,151 -1,672 -2.04 9,427 -1.75 0.0127
2026-02-02 2025-12-31 13F PULTE GROUP COM 745867101 81,823 1,257 1.56 9,595 -9.87 0.0128
2025-11-03 2025-09-30 13F PULTE GROUP COM 745867101 80,566 4,047 5.29 10,645 31.92 0.0144
2025-07-18 2025-06-30 13F PULTE GROUP COM 745867101 76,519 12,099 18.78 8,070 21.85 0.0118
2025-04-29 2025-03-31 13F PULTE GROUP COM 745867101 64,420 -51,153 -44.26 6,622 -47.38 0.0106
2025-01-31 2024-12-31 13F PULTE GROUP COM 745867101 115,573 23,863 26.02 12,586 -4.39 0.0197
2024-11-13 2024-09-30 13F PULTE GROUP COM 745867101 91,710 -234,413 -71.88 13,163 -63.34 0.0206
2024-08-21 2024-06-30 13F PULTE GROUP COM 745867101 326,123 22,324 7.35 35,906 -2.01 0.0546
2024-05-13 2024-03-31 13F PULTE GROUP COM 745867101 303,799 112,580 58.87 36,644 85.66 0.0555
2024-02-02 2023-12-31 13F PULTE GROUP COM 745867101 191,219 136,370 248.63 19,738 386.01 0.0314
2023-11-14 2023-09-30 13F PULTE GROUP COM 745867101 54,849 -1,769 -3.12 4,062 -7.66 0.0068
2023-08-01 2023-06-30 13F PULTE GROUP COM 745867101 56,618 -1,428 -2.46 4,398 30.04 0.0073
2023-05-05 2023-03-31 13F PULTE GROUP COM 745867101 58,046 -11,286 -16.28 3,383 7.16 0.0058
2023-02-17 2022-12-31 13F PULTE GROUP COM 745867101 69,332 -10,467 -13.12 3,157 5.45 0.0056
2022-10-26 2022-09-30 13F PULTE GROUP COM 745867101 79,799 -31,279 -28.16 2,993 -32.01 0.0057
2022-07-22 2022-06-30 13F PULTE GROUP COM 745867101 111,078 23,481 26.81 4,402 19.95 0.0081
2022-04-22 2022-03-31 13F PULTE GROUP COM 745867101 87,597 -6,519 -6.93 3,670 -31.78 0.0058
2022-02-14 2021-12-31 13F PULTE GROUP COM 745867101 94,116 -32,260 -25.53 5,380 -7.29 0.0082
2021-11-05 2021-09-30 13F PULTE GROUP COM 745867101 126,376 -7,591 -5.67 5,803 -20.62 0.0095
2021-08-16 2021-06-30 13F PULTE GROUP COM 745867101 133,967 -15,079 -10.12 7,310 -6.47 0.0120
2021-05-17 2021-03-31 13F PULTE GROUP COM 745867101 149,046 -6,876 -4.41 7,816 16.26 0.0136
2021-11-19 2020-12-31 13F/A-1 PULTE GROUP COM 745867101 155,922 -9,482 -5.73 6,723 -12.20 0.0129
2021-02-18 2020-12-31 13F PULTE GROUP COM 745867101 185,598 20,194 8,003 0.0149
2021-11-05 2020-09-30 13F/A-1 PULTE GROUP COM 745867101 165,404 -6,196 -3.61 7,657 31.11 0.0167
2020-11-13 2020-09-30 13F PULTE GROUP COM 745867101 165,404 -6,196 7,657 0.0165
2021-11-16 2020-06-30 13F/A-1 PULTE GROUP COM 745867101 171,600 -58,848 -25.54 5,840 13.55 0.0131
2020-08-14 2020-06-30 13F PULTE GROUP COM 745867101 171,600 -58,848 5,840 0.0130
2021-11-05 2020-03-31 13F/A-1 PULTE GROUP COM 745867101 230,448 -13,172 -5.41 5,143 -45.59 0.0135
2020-05-15 2020-03-31 13F PULTE GROUP COM 745867101 230,448 -13,172 5,143 0.0134
2021-11-16 2019-12-31 13F/A-1 PULTE GROUP COM 745867101 243,620 166,109 214.30 9,452 233.64 0.0192
2020-02-14 2019-12-31 13F PULTE GROUP COM 745867101 243,620 166,109 9,452 0.0190
2019-10-31 2019-09-30 13F PULTE GROUP COMMON STOCK 745867101 77,511 -4,708 -5.73 2,833 8.96 0.0486
2019-07-24 2019-06-30 13F PULTE GROUP COMMON STOCK 745867101 82,219 -10,691 -11.51 2,600 0.08 0.0450
2019-04-23 2019-03-31 13F PULTE GROUP COMMON STOCK 745867101 92,910 -9,819 -9.56 2,598 -2.70 0.0464
2019-01-22 2018-12-31 13F PULTE GROUP COMMON STOCK 745867101 102,729 -15,525 -13.13 2,670 -8.87 0.0547
2018-10-17 2018-09-30 13F PULTE GROUP COMMON STOCK 745867101 118,254 -20,057 -14.50 2,930 -26.33 0.0527
2018-07-26 2018-06-30 13F PULTE GROUP COMMON STOCK 745867101 138,311 -32,269 -18.92 3,977 -20.95 0.0757
2018-04-20 2018-03-31 13F PULTE GROUP COMMON STOCK 745867101 170,580 -48,659 -22.19 5,031 -30.98 0.0960
2018-01-29 2017-12-31 13F PULTE GROUP COMMON STOCK 745867101 219,239 -68,314 -23.76 7,289 -7.25 0.1362
2017-10-23 2017-09-30 13F PULTE GROUP COMMON STOCK 745867101 287,553 -164,963 -36.45 7,859 -29.20 0.1525
2017-07-20 2017-06-30 13F PULTE GROUP COMMON STOCK 745867101 452,516 -32,294 -6.66 11,100 -2.78 0.2201
2017-04-28 2017-03-31 13F PULTE GROUP COMMON STOCK 745867101 484,810 21,203 4.57 11,417 33.99 0.2295
2017-02-02 2016-12-31 13F PULTE GROUP COMMON STOCK 745867101 463,607 5,398 1.18 8,521 -7.20 0.1741
2016-11-01 2016-09-30 13F PULTE GROUP COMMON STOCK 745867101 458,209 28,767 6.70 9,182 9.71 0.1887
2016-08-01 2016-06-30 13F PULTE GROUP COMMON STOCK 745867101 429,442 128,126 42.52 8,369 48.47 0.1758
2016-05-05 2016-03-31 13F PULTE GROUP COMMON STOCK 745867101 301,316 301,316 0.00 5,637 0.1458
2016-01-28 2015-12-31 13F PULTE GROUP COMMON STOCK 745867101 0 0 0 0.0000
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.