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DRVN · 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.

DRVNHD
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.
  • DRVN
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterDRVNHD
Q3 2020none listed holders, n.a.34 holders, $35.3bn
Q4 2020none listed holders, n.a.35 holders, $33.8bn
Q1 20216 holders, $178m28 holders, $38.9bn
Q2 20216 holders, $257m23 holders, $40.0bn
Q3 20215 holders, $328m19 holders, $40.3bn
Q4 20216 holders, $435m28 holders, $49.9bn
Q1 20227 holders, $338m38 holders, $33.3bn
Q2 20228 holders, $386m36 holders, $29.9bn
Q3 20228 holders, $439m33 holders, $29.8bn
Q4 20226 holders, $466m24 holders, $33.3bn
Q1 20237 holders, $590m25 holders, $31.2bn
Q2 20237 holders, $509m31 holders, $32.5bn
Q3 20235 holders, $128m37 holders, $31.3bn
Q4 20233 holders, $140m30 holders, $34.1bn
Q1 20244 holders, $149m31 holders, $36.5bn
Q2 20241 holders, $42m34 holders, $29.2bn
Q3 20241 holders, $45m37 holders, $34.4bn
Q4 20242 holders, $45m42 holders, $31.7bn
Q1 20251 holders, $51m36 holders, $27.8bn
Q2 20251 holders, $52m40 holders, $28.8bn
Q3 20251 holders, $37m36 holders, $33.0bn
Q4 20251 holders, $37m38 holders, $28.9bn
Q1 2026none listed holders, n.a.35 holders, $30.6bn
Q2 2026none listed holders, n.a.31 holders, $34.8bn
DRVN

Driven Brands HLDGS Inc

Holders
0
Reported value
$0
Buyers
15
Sellers
4

Breadth +11 among 91 comparable managers.

Consumer discretionary
HD

Home Depot Inc

Holders
35
Reported value
$30.6bn
Buyers
20
Sellers
24

Breadth -4 among 91 comparable managers.

Consumer discretionary

Who holds both, Q1 2026

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only DRVN (0)

None.

Only HD (35)

AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, 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.

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