HOME DEPOT INC ($HD)

7 tracked superinvestors hold HOME DEPOT INC (HD), worth $5.1B combined, led by David Shaw. Smart money is accumulating HD as of the latest 13F filings.

Current price

$321.05

Home ImprovementNYSEUS

-20.4%

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The Home Depot, Inc. operates as a prominent retailer specializing in home renovation and improvement. Through its expansive network of "The Home Depot" stores, it furnishes consumers with an extensive array of goods, including building materials, home enhancement products, lawn and garden supplies, decorative items, and facilities maintenance, repair, and operational (MRO) supplies. In addition…

Market cap

$322.6B

P/E

22.78

Div yield

2.9%

Revenue YoY

3.2%

Analyst target

$379

Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.

Superinvestors holding

7

tracked 13F / N-PORT funds

Combined value

$5.1B

disclosed long exposure

Tier-1 conviction

3

concentrated holders

Net this quarter

+3

5 buying · 2 selling

Smart money is net accumulating HD: 5 funds added or opened versus 2 trimming. 2 opened a brand-new position.

The smart-money take on HD

HOME DEPOT INC (HD) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 4 other tracked funds, for $5.1B of combined disclosed exposure.

The highest-conviction holder is Stephen Mandel, who has committed 5.6% of their portfolio to it, while David Shaw holds the largest dollar position.

This quarter 2 funds opened a brand-new position (Stephen Mandel, Bill Gates), with 3 adding and 2 trimming — a net accumulation signal.

Superinvestors holding HD

InvestorMove% of their portfolioPosition value
2
David Shaw

D.E. Shaw

Added0.8%$1.6B
3
Will Danoff

Fidelity Contrafund

Added0.7%$1.1B
1
Stephen Mandel

Lone Pine Capital

New buy5.6%$918M
2
Trimmed0.5%$440M
1
Bill Gates

Gates Foundation Trust

New buy1%$353M
3
Steve Wymer

Fidelity Growth Company

Trimmed0.4%$331M
1
Andreas Halvorsen

Viking Global Investors

Added0.9%$325M

Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.

Frequently asked

Which superinvestors own HD?

7 tracked funds hold HOME DEPOT INC (HD), the largest being David Shaw (D.E. Shaw) at 0.8% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.

Is smart money buying or selling HD?

In the most recent 13F quarter, 5 tracked funds added or opened HD and 2 trimmed it, including 2 brand-new positions.

How much HD do tracked funds hold?

Combined disclosed long exposure to HD across tracked superinvestors is $5.1B as of the Jun 2026 filings.

Stocks often held alongside HD

Get alerted when superinvestors trade $HD

One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.

Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.