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
- 19
- Reported value
- $13.4bn
- Buyers
- 13
- Sellers
- 8
Breadth +5 among 95 comparable managers.
Home Depot Inc
- Holders
- 36
- Reported value
- $33.0bn
- Buyers
- 13
- Sellers
- 26
Breadth -13 among 95 comparable managers.
Who holds both, Q3 2025
Both (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only LOW (4)
Holocene Advisors LP, Maverick Capital Ltd, Two Sigma Advisers LP, Two Sigma Investments LP
Only HD (21)
Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Walleye Capital LLC, Winton Group Ltd
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.