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
- 24
- Reported value
- $11.4bn
- Buyers
- 19
- Sellers
- 7
Breadth +12 among 95 comparable managers.
Home Depot Inc
- Holders
- 40
- Reported value
- $28.8bn
- Buyers
- 24
- Sellers
- 17
Breadth +7 among 95 comparable managers.
Who holds both, Q2 2025
Both (22)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only HD (18)
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, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, 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.