Holders over time
- WHR
- HD
| Quarter | WHR | HD |
|---|---|---|
| Q3 2020 | 13 holders, $1.2bn | 34 holders, $35.3bn |
| Q4 2020 | 10 holders, $957m | 35 holders, $33.8bn |
| Q1 2021 | 8 holders, $994m | 28 holders, $38.9bn |
| Q2 2021 | 8 holders, $906m | 23 holders, $40.0bn |
| Q3 2021 | 8 holders, $729m | 19 holders, $40.3bn |
| Q4 2021 | 8 holders, $979m | 28 holders, $49.9bn |
| Q1 2022 | 7 holders, $602m | 38 holders, $33.3bn |
| Q2 2022 | 5 holders, $99m | 36 holders, $29.9bn |
| Q3 2022 | 4 holders, $80m | 33 holders, $29.8bn |
| Q4 2022 | 7 holders, $252m | 24 holders, $33.3bn |
| Q1 2023 | 5 holders, $76m | 25 holders, $31.2bn |
| Q2 2023 | 9 holders, $343m | 31 holders, $32.5bn |
| Q3 2023 | 8 holders, $375m | 37 holders, $31.3bn |
| Q4 2023 | 14 holders, $621m | 30 holders, $34.1bn |
| Q1 2024 | 14 holders, $660m | 31 holders, $36.5bn |
| Q2 2024 | 7 holders, $191m | 34 holders, $29.2bn |
| Q3 2024 | 6 holders, $155m | 37 holders, $34.4bn |
| Q4 2024 | 3 holders, $159m | 42 holders, $31.7bn |
| Q1 2025 | 2 holders, $71m | 36 holders, $27.8bn |
| Q2 2025 | 5 holders, $84m | 40 holders, $28.8bn |
| Q3 2025 | 4 holders, $470m | 36 holders, $33.0bn |
| Q4 2025 | 5 holders, $335m | 38 holders, $28.9bn |
| Q1 2026 | 1 holders, $105m | 35 holders, $30.6bn |
| Q2 2026 | 6 holders, $51m | 31 holders, $34.8bn |
Whirlpool Corp
- Holders
- 5
- Reported value
- $335m
- Buyers
- 17
- Sellers
- 10
Breadth +7 among 92 comparable managers.
Home Depot Inc
- Holders
- 38
- Reported value
- $28.9bn
- Buyers
- 24
- Sellers
- 19
Breadth +5 among 92 comparable managers.
Who holds both, Q4 2025
Only WHR (2)
Only HD (35)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, and 10 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.