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MHK · 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.
  • MHK
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterMHKHD
Q3 202010 holders, $712m34 holders, $35.3bn
Q4 20207 holders, $1.1bn35 holders, $33.8bn
Q1 20218 holders, $1.7bn28 holders, $38.9bn
Q2 20219 holders, $1.7bn23 holders, $40.0bn
Q3 20218 holders, $1.5bn19 holders, $40.3bn
Q4 202110 holders, $1.3bn28 holders, $49.9bn
Q1 202211 holders, $744m38 holders, $33.3bn
Q2 20228 holders, $846m36 holders, $29.9bn
Q3 20227 holders, $611m33 holders, $29.8bn
Q4 20227 holders, $920m24 holders, $33.3bn
Q1 20239 holders, $668m25 holders, $31.2bn
Q2 20238 holders, $215m31 holders, $32.5bn
Q3 202312 holders, $144m37 holders, $31.3bn
Q4 202314 holders, $230m30 holders, $34.1bn
Q1 202415 holders, $413m31 holders, $36.5bn
Q2 202415 holders, $292m34 holders, $29.2bn
Q3 202418 holders, $593m37 holders, $34.4bn
Q4 202416 holders, $550m42 holders, $31.7bn
Q1 202511 holders, $422m36 holders, $27.8bn
Q2 202510 holders, $408m40 holders, $28.8bn
Q3 202510 holders, $796m36 holders, $33.0bn
Q4 202510 holders, $711m38 holders, $28.9bn
Q1 20265 holders, $693m35 holders, $30.6bn
Q2 20267 holders, $813m31 holders, $34.8bn
MHK

Mohawk Inds Inc

Holders
10
Reported value
$408m
Buyers
7
Sellers
3

Breadth +4 among 95 comparable managers.

HD

Home Depot Inc

Holders
40
Reported value
$28.8bn
Buyers
24
Sellers
17

Breadth +7 among 95 comparable managers.

Who holds both, Q2 2025

Among the 43 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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