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HELE · HD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

HELEHD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HELE
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterHELEHD
Q3 20205 holders, $716m34 holders, $35.3bn
Q4 20207 holders, $920m35 holders, $33.8bn
Q1 20218 holders, $957m28 holders, $38.9bn
Q2 20217 holders, $1.1bn23 holders, $40.0bn
Q3 20219 holders, $1.2bn19 holders, $40.3bn
Q4 20218 holders, $1.2bn28 holders, $49.9bn
Q1 20227 holders, $601m38 holders, $33.3bn
Q2 202210 holders, $500m36 holders, $29.9bn
Q3 20228 holders, $260m33 holders, $29.8bn
Q4 20226 holders, $294m24 holders, $33.3bn
Q1 20236 holders, $252m25 holders, $31.2bn
Q2 202312 holders, $424m31 holders, $32.5bn
Q3 20239 holders, $739m37 holders, $31.3bn
Q4 20239 holders, $865m30 holders, $34.1bn
Q1 20248 holders, $278m31 holders, $36.5bn
Q2 20245 holders, $83m34 holders, $29.2bn
Q3 20244 holders, $28m37 holders, $34.4bn
Q4 20243 holders, $43m42 holders, $31.7bn
Q1 2025none listed holders, n.a.36 holders, $27.8bn
Q2 2025none listed holders, n.a.40 holders, $28.8bn
Q3 2025none listed holders, n.a.36 holders, $33.0bn
Q4 2025none listed holders, n.a.38 holders, $28.9bn
Q1 2026none listed holders, n.a.35 holders, $30.6bn
Q2 2026none listed holders, n.a.31 holders, $34.8bn
HELE

Helen of Troy LTD

Holders
8
Reported value
$278m
Buyers
2
Sellers
6

Breadth -4 among 93 comparable managers.

Consumer discretionary
HD

Home Depot Inc

Holders
31
Reported value
$36.5bn
Buyers
11
Sellers
18

Breadth -7 among 93 comparable managers.

Consumer discretionary

Who holds both, Q1 2024

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HELE (2)

Bridgewater Associates LP, Polen Capital Management LLC

Only HD (25)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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