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WH · 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.
  • WH
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterWHHD
Q3 20204 holders, $689m34 holders, $35.3bn
Q4 20204 holders, $811m35 holders, $33.8bn
Q1 20215 holders, $965m28 holders, $38.9bn
Q2 20215 holders, $1.0bn23 holders, $40.0bn
Q3 20216 holders, $1.1bn19 holders, $40.3bn
Q4 20219 holders, $1.1bn28 holders, $49.9bn
Q1 202211 holders, $751m38 holders, $33.3bn
Q2 20228 holders, $584m36 holders, $29.9bn
Q3 202212 holders, $781m33 holders, $29.8bn
Q4 202213 holders, $962m24 holders, $33.3bn
Q1 202310 holders, $825m25 holders, $31.2bn
Q2 202310 holders, $889m31 holders, $32.5bn
Q3 20239 holders, $1.1bn37 holders, $31.3bn
Q4 202311 holders, $1.4bn30 holders, $34.1bn
Q1 20249 holders, $1.2bn31 holders, $36.5bn
Q2 20247 holders, $1.3bn34 holders, $29.2bn
Q3 20249 holders, $1.4bn37 holders, $34.4bn
Q4 202411 holders, $1.7bn42 holders, $31.7bn
Q1 202512 holders, $1.2bn36 holders, $27.8bn
Q2 20258 holders, $1.0bn40 holders, $28.8bn
Q3 20255 holders, $827m36 holders, $33.0bn
Q4 20252 holders, $632m38 holders, $28.9bn
Q1 202611 holders, $763m35 holders, $30.6bn
Q2 20269 holders, $699m31 holders, $34.8bn
WH

Wyndham Hotels & Resorts Inc

Holders
2
Reported value
$632m
Buyers
9
Sellers
18

Breadth -9 among 92 comparable managers.

HD

Home Depot Inc

Holders
38
Reported value
$28.9bn
Buyers
24
Sellers
19

Breadth +5 among 92 comparable managers.

Who holds both, Q4 2025

Among the 39 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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