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LOW · 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.

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.
  • LOW
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterLOWHD
Q3 202032 holders, $16.8bn34 holders, $35.3bn
Q4 202027 holders, $14.5bn35 holders, $33.8bn
Q1 202131 holders, $15.4bn28 holders, $38.9bn
Q2 202130 holders, $14.3bn23 holders, $40.0bn
Q3 202131 holders, $14.7bn19 holders, $40.3bn
Q4 202134 holders, $20.1bn28 holders, $49.9bn
Q1 202228 holders, $15.4bn38 holders, $33.3bn
Q2 202220 holders, $12.7bn36 holders, $29.9bn
Q3 202224 holders, $13.3bn33 holders, $29.8bn
Q4 202226 holders, $13.6bn24 holders, $33.3bn
Q1 202330 holders, $12.4bn25 holders, $31.2bn
Q2 202326 holders, $12.4bn31 holders, $32.5bn
Q3 202322 holders, $11.0bn37 holders, $31.3bn
Q4 202329 holders, $10.9bn30 holders, $34.1bn
Q1 202425 holders, $12.0bn31 holders, $36.5bn
Q2 202422 holders, $10.5bn34 holders, $29.2bn
Q3 202420 holders, $13.4bn37 holders, $34.4bn
Q4 202419 holders, $11.9bn42 holders, $31.7bn
Q1 202523 holders, $12.0bn36 holders, $27.8bn
Q2 202524 holders, $11.4bn40 holders, $28.8bn
Q3 202519 holders, $13.4bn36 holders, $33.0bn
Q4 202519 holders, $14.0bn38 holders, $28.9bn
Q1 202616 holders, $14.0bn35 holders, $30.6bn
Q2 202617 holders, $13.2bn31 holders, $34.8bn
LOW

Lowes Cos Inc

Holders
25
Reported value
$12.0bn
Buyers
11
Sellers
20

Breadth -9 among 93 comparable managers.

HD

Home Depot Inc

Holders
31
Reported value
$36.5bn
Buyers
11
Sellers
18

Breadth -7 among 93 comparable managers.

Who holds both, Q1 2024

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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