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BLDR · 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.

BLDRHD
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.
  • BLDR
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterBLDRHD
Q3 20209 holders, $128m34 holders, $35.3bn
Q4 20206 holders, $430m35 holders, $33.8bn
Q1 20219 holders, $1.4bn28 holders, $38.9bn
Q2 202113 holders, $1.6bn23 holders, $40.0bn
Q3 202111 holders, $1.9bn19 holders, $40.3bn
Q4 202118 holders, $3.1bn28 holders, $49.9bn
Q1 202218 holders, $2.2bn38 holders, $33.3bn
Q2 202213 holders, $1.5bn36 holders, $29.9bn
Q3 202214 holders, $2.0bn33 holders, $29.8bn
Q4 202214 holders, $1.9bn24 holders, $33.3bn
Q1 202318 holders, $2.7bn25 holders, $31.2bn
Q2 202320 holders, $3.0bn31 holders, $32.5bn
Q3 202317 holders, $2.6bn37 holders, $31.3bn
Q4 202324 holders, $3.4bn30 holders, $34.1bn
Q1 202420 holders, $3.9bn31 holders, $36.5bn
Q2 202418 holders, $2.6bn34 holders, $29.2bn
Q3 202419 holders, $4.7bn37 holders, $34.4bn
Q4 202415 holders, $3.1bn42 holders, $31.7bn
Q1 202515 holders, $2.9bn36 holders, $27.8bn
Q2 202517 holders, $2.6bn40 holders, $28.8bn
Q3 202512 holders, $2.4bn36 holders, $33.0bn
Q4 202514 holders, $713m38 holders, $28.9bn
Q1 202614 holders, $777m35 holders, $30.6bn
Q2 202612 holders, $941m31 holders, $34.8bn
BLDR

Builders Firstsource Inc

Holders
12
Reported value
$941m
Buyers
20
Sellers
19

Breadth +1 among 91 comparable managers.

Consumer discretionary
HD

Home Depot Inc

Holders
31
Reported value
$34.8bn
Buyers
22
Sellers
25

Breadth -3 among 91 comparable managers.

Consumer discretionary

Who holds both, Q2 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.

Only BLDR (4)

Artisan Partners LP, Bridgewater Associates LP, D1 Capital Partners LP, Moore Capital Management LP

Only HD (23)

AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Lone Pine Capital LLC, Markel Group Inc, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Viking Global Investors LP, Woodline Partners LP

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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