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PLNT · 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.

PLNTHD
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.
  • PLNT
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterPLNTHD
Q3 202013 holders, $984m34 holders, $35.3bn
Q4 202012 holders, $1.1bn35 holders, $33.8bn
Q1 202111 holders, $394m28 holders, $38.9bn
Q2 20218 holders, $516m23 holders, $40.0bn
Q3 202112 holders, $694m19 holders, $40.3bn
Q4 202111 holders, $659m28 holders, $49.9bn
Q1 202212 holders, $488m38 holders, $33.3bn
Q2 20228 holders, $360m36 holders, $29.9bn
Q3 20229 holders, $303m33 holders, $29.8bn
Q4 20229 holders, $411m24 holders, $33.3bn
Q1 20239 holders, $429m25 holders, $31.2bn
Q2 20232 holders, $147m31 holders, $32.5bn
Q3 20237 holders, $138m37 holders, $31.3bn
Q4 20239 holders, $355m30 holders, $34.1bn
Q1 20248 holders, $373m31 holders, $36.5bn
Q2 202412 holders, $759m34 holders, $29.2bn
Q3 20248 holders, $526m37 holders, $34.4bn
Q4 20247 holders, $488m42 holders, $31.7bn
Q1 20258 holders, $669m36 holders, $27.8bn
Q2 202515 holders, $1.3bn40 holders, $28.8bn
Q3 20256 holders, $1.1bn36 holders, $33.0bn
Q4 20259 holders, $1.1bn38 holders, $28.9bn
Q1 20267 holders, $537m35 holders, $30.6bn
Q2 20266 holders, $304m31 holders, $34.8bn
PLNT

Planet Fitness Inc

Holders
15
Reported value
$1.3bn
Buyers
14
Sellers
1

Breadth +13 among 95 comparable managers.

Consumer discretionary
HD

Home Depot Inc

Holders
40
Reported value
$28.8bn
Buyers
24
Sellers
17

Breadth +7 among 95 comparable managers.

Consumer discretionary

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.

Only PLNT (3)

Davidson Kempner Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC

Only HD (28)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Walleye Capital LLC, and 3 more

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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