Holders over time
- LOW
- HD
| Quarter | LOW | HD |
|---|---|---|
| Q3 2020 | 32 holders, $16.8bn | 34 holders, $35.3bn |
| Q4 2020 | 27 holders, $14.5bn | 35 holders, $33.8bn |
| Q1 2021 | 31 holders, $15.4bn | 28 holders, $38.9bn |
| Q2 2021 | 30 holders, $14.3bn | 23 holders, $40.0bn |
| Q3 2021 | 31 holders, $14.7bn | 19 holders, $40.3bn |
| Q4 2021 | 34 holders, $20.1bn | 28 holders, $49.9bn |
| Q1 2022 | 28 holders, $15.4bn | 38 holders, $33.3bn |
| Q2 2022 | 20 holders, $12.7bn | 36 holders, $29.9bn |
| Q3 2022 | 24 holders, $13.3bn | 33 holders, $29.8bn |
| Q4 2022 | 26 holders, $13.6bn | 24 holders, $33.3bn |
| Q1 2023 | 30 holders, $12.4bn | 25 holders, $31.2bn |
| Q2 2023 | 26 holders, $12.4bn | 31 holders, $32.5bn |
| Q3 2023 | 22 holders, $11.0bn | 37 holders, $31.3bn |
| Q4 2023 | 29 holders, $10.9bn | 30 holders, $34.1bn |
| Q1 2024 | 25 holders, $12.0bn | 31 holders, $36.5bn |
| Q2 2024 | 22 holders, $10.5bn | 34 holders, $29.2bn |
| Q3 2024 | 20 holders, $13.4bn | 37 holders, $34.4bn |
| Q4 2024 | 19 holders, $11.9bn | 42 holders, $31.7bn |
| Q1 2025 | 23 holders, $12.0bn | 36 holders, $27.8bn |
| Q2 2025 | 24 holders, $11.4bn | 40 holders, $28.8bn |
| Q3 2025 | 19 holders, $13.4bn | 36 holders, $33.0bn |
| Q4 2025 | 19 holders, $14.0bn | 38 holders, $28.9bn |
| Q1 2026 | 16 holders, $14.0bn | 35 holders, $30.6bn |
| Q2 2026 | 17 holders, $13.2bn | 31 holders, $34.8bn |
Lowes Cos Inc
- Holders
- 23
- Reported value
- $12.0bn
- Buyers
- 19
- Sellers
- 6
Breadth +13 among 95 comparable managers.
Home Depot Inc
- Holders
- 36
- Reported value
- $27.8bn
- Buyers
- 21
- Sellers
- 20
Breadth +1 among 95 comparable managers.
Who holds both, Q1 2025
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Capital Research Global Investors, Caxton Associates LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only LOW (4)
Brevan Howard Capital Management LP, Davidson Kempner Capital Management LP, Holocene Advisors LP, Quantbot Technologies LP
Only HD (17)
AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Walleye Capital LLC
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.