PulteGroup, Inc.
US ˙ NYSE ˙ US7458671010

SecurityPHM / PulteGroup, Inc.
InstitutionEmpowered Funds, LLC
Latest Disclosed Ownership165,199 shares
Latest Disclosed Value $ 19,429,056
Empowered Funds, LLC reports 32.85% decrease in ownership of PHM / PulteGroup, Inc.

On May 15, 2026 - Empowered Funds, LLC filed a 13F-HR form disclosing ownership of 165,199 shares of PulteGroup, Inc. (US:PHM) valued at $19,429,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 246,004 shares of PulteGroup, Inc.. This represents a change in shares of -32.85% during the quarter. The current value of the position is $19,362,975 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.

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)
2026-05-15 2026-03-31 13F PULTE GROUP COM 745867101 165,199 -80,805 -32.85 19,429 -32.65 0.0543
2026-02-11 2025-12-31 13F PULTE GROUP COM 745867101 246,004 131,378 114.61 28,846 90.47 0.2296
2025-11-13 2025-09-30 13F PULTE GROUP COM 745867101 114,626 -25,087 -17.96 15,146 2.79 0.1529
2025-08-11 2025-06-30 13F PULTE GROUP COM 745867101 139,713 -5,357 -3.69 14,734 -1.20 0.1668
2025-05-16 2025-03-31 13F PULTE GROUP COM 745867101 145,070 7,182 5.21 14,913 -0.69 0.2122
2025-01-28 2024-12-31 13F PULTE GROUP COM 745867101 137,888 -31,971 -18.82 15,016 -38.41 0.2195
2024-11-06 2024-09-30 13F PULTE GROUP COM 745867101 169,859 -103,814 -37.93 24,380 -19.09 0.3834
2024-07-30 2024-06-30 13F PULTE GROUP COM 745867101 273,673 80,785 41.88 30,131 29.51 0.5215
2024-05-07 2024-03-31 13F/A-1 PULTE GROUP COM 745867101 192,888 -674 -0.35 23,266 16.45 0.4201
2024-05-06 2024-03-31 13F PULTE GROUP COM 745867101 192,888 -674 23,266 0.2009
2024-02-14 2023-12-31 13F PULTE GROUP COM 745867101 193,562 42,775 28.37 19,979 78.94 0.5016
2023-11-01 2023-09-30 13F PULTE GROUP COM 745867101 150,787 79,674 112.04 11,166 102.12 0.3293
2023-07-27 2023-06-30 13F PULTE GROUP COM 745867101 71,113 71,113 5,524 0.1942
2022-11-04 2022-09-30 13F PULTE GROUP COM 745867101 0 -109,899 -100.00 0 -100.00
2022-08-01 2022-06-30 13F PULTE GROUP COM 745867101 109,899 14,208 14.85 4,355 8.63 0.5615
2022-04-21 2022-03-31 13F PULTE GROUP COM 745867101 95,691 7,499 8.50 4,009 -20.47 0.4382
2022-02-10 2021-12-31 13F PULTE GROUP COM 745867101 88,192 -3,475 -3.79 5,041 19.77 0.5685
2021-11-12 2021-09-30 13F PULTE GROUP COM 745867101 91,667 18,880 25.94 4,209 5.97 0.5400
2021-11-12 2021-06-30 13F/A-1 PULTE GROUP COM 745867101 72,787 11,161 18.11 3,972 49.49 0.5042
2021-08-04 2021-06-30 13F PULTE GROUP COM 745867101 72,787 11,161 3,972 0.5042
2021-05-13 2021-03-31 13F PULTE GROUP COM 745867101 61,626 0 0.00 2,657 0.00 0.5090
2021-02-02 2020-12-31 13F PULTE GROUP COM 745867101 61,626 -2,009 -3.16 2,657 -9.81 0.5090
2020-10-26 2020-09-30 13F PULTE GROUP COM 745867101 63,635 -10,046 -13.63 2,946 17.51 0.9196
2020-07-16 2020-06-30 13F PULTE GROUP COM 745867101 73,681 10,130 15.94 2,507 1.66 0.9705
2020-07-16 2020-03-31 13F/A-1 PULTE GROUP COM 745867101 63,551 0 0.00 2,466 0.00 0.8926
2020-04-16 2020-03-31 13F PULTE GROUP COM 745867101 77,763 14,212 1,736 1,001,286.2144
2020-07-16 2019-12-31 13F/A-1 PULTE GROUP COM 745867101 63,551 1,076 1.72 2,466 8.02 0.8926
2020-01-27 2019-12-31 13F PULTE GROUP COM 745867101 63,551 1,076 2,466 1,010,336.9019
2019-11-01 2019-09-30 13F PULTE GROUP COM 745867101 62,475 -5,535 -8.14 2,283 6.19 0.9938
2019-07-09 2019-06-30 13F PULTE GROUP COM 745867101 68,010 -25,772 -27.48 2,150 -18.00 0.8986
2019-05-10 2019-03-31 13F PULTE GROUP COM 745867101 93,782 1,369 1.48 2,622 9.16 0.9374
2019-01-22 2018-12-31 13F PULTE GROUP COM 745867101 92,413 92,413 2,402 1.0163
2018-07-09 2018-06-30 13F PULTE GROUP COM 745867101 0 -41,421 -100.00 0 -100.00
2018-04-25 2018-03-31 13F PULTE GROUP COM 745867101 41,421 13,363 47.63 1,205 29.15 0.4399
2018-07-09 2017-12-31 13F/A-1 PULTE GROUP COM 745867101 28,058 28,058 933 0.4681
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.