PulteGroup, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership68 shares
Latest Disclosed Value $ 7,998
Mv Capital Management, Inc. reports 6.25% increase in ownership of PHM / PulteGroup, Inc.

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 68 shares of PulteGroup, Inc. (MX:PHM) valued at $7,998 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 64 shares of PulteGroup, Inc.. This represents a change in shares of 6.25% 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)
2026-04-30 2026-03-31 13F PULTE GROUP COM 745867101 68 4 6.25 8 0.00 0.0008
2026-02-23 2025-12-31 13F PULTE GROUP COM 745867101 64 0 0.00 8 -12.50 0.0007
2026-02-23 2025-09-30 13F PULTE GROUP COM 745867101 64 2 3.23 8 33.33 0.0008
2025-08-08 2025-06-30 13F PULTE GROUP COM 745867101 62 -418 -87.08 7 -87.76 0.0007
2025-04-15 2025-03-31 13F PULTE GROUP COM 745867101 480 11 2.35 49 -3.92 0.0053
2025-02-12 2024-12-31 13F PULTE GROUP COM 745867101 469 12 2.63 51 -21.54 0.0055
2024-11-04 2024-09-30 13F PULTE GROUP COM 745867101 457 -24 -4.99 66 25.00 0.0070
2024-08-01 2024-06-30 13F PULTE GROUP COM 745867101 481 -395 -45.09 53 -50.48 0.0060
2024-04-18 2024-03-31 13F PULTE GROUP COM 745867101 876 1 0.11 106 16.67 0.0121
2024-01-29 2023-12-31 13F PULTE GROUP COM 745867101 875 3 0.34 90 40.63 0.0114
2023-11-07 2023-09-30 13F PULTE GROUP COM 745867101 872 6 0.69 65 -4.48 0.0086
2023-08-03 2023-06-30 13F PULTE GROUP COM 745867101 866 -385 -30.78 67 -6.94 0.0089
2023-04-26 2023-03-31 13F PULTE GROUP COM 745867101 1,251 1,220 3,935.48 73 7,100.00 0.0102
2023-01-27 2022-12-31 13F PULTE GROUP COM 745867101 31 3 10.71 1 0.00 0.0002
2022-10-24 2022-09-30 13F PULTE GROUP COM 745867101 28 4 16.67 1 0.00 0.0002
2022-07-19 2022-06-30 13F PULTE GROUP COM 745867101 24 -77 -76.24 1 -75.00 0.0002
2022-05-09 2022-03-31 13F PULTE GROUP COM 745867101 101 -21 -17.21 4 -42.86 0.0006
2022-02-02 2021-12-31 13F PULTE GROUP COM 745867101 122 16 15.09 7 40.00 0.0010
2021-11-12 2021-09-30 13F PULTE GROUP COM 745867101 106 81 324.00 5 400.00 0.0008
2021-08-03 2021-06-30 13F PULTE GROUP COM 745867101 25 25 1 0.0002
2020-08-04 2020-06-30 13F PULTE GROUP COM 745867101 0 -60 -100.00 0 -100.00
2020-04-28 2020-03-31 13F PULTE GROUP COM 745867101 60 -26 -30.23 1 -66.67 0.0003
2020-02-05 2019-12-31 13F PULTE GROUP COM 745867101 86 0 0.00 3 0.00 0.0006
2019-11-21 2019-09-30 13F PULTE GROUP COM 745867101 86 -130 -60.19 3 -57.14 0.0007
2019-08-07 2019-06-30 13F PULTE GROUP COM 745867101 216 31 16.76 7 40.00 0.0016
2019-05-02 2019-03-31 13F PULTE GROUP COM 745867101 185 98 112.64 5 150.00 0.0012
2019-02-13 2018-12-31 13F PULTE GROUP COM 745867101 87 -364 -80.71 2 -81.82 0.0006
2018-11-06 2018-09-30 13F PULTE GROUP COM 745867101 451 167 58.80 11 37.50 0.0027
2018-08-14 2018-06-30 13F/A-1 PULTE GROUP COM 745867101 284 38 15.45 8 14.29 0.0021
2018-08-14 2018-06-30 13F PULTE GROUP COM 745867101 246 0 7
2018-05-09 2018-03-31 13F PULTE GROUP COM 745867101 246 75 43.86 7 16.67 0.0019
2018-03-05 2017-12-31 13F PULTE GROUP COM 745867101 171 171 6 0.0016
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.