Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

HD · Home Depot Inc · Form 13F filings for Q2 2026

Home Depot

11 of 76 investors hold it

Together they reported $2.1 billion of it. In Q2 2026, 5 added and 3 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

ShareXLinkedIn
Price on Yahoo Finance ↗

Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

5added or opened

Bill & Melinda Gates Foundation TrustNew positionStephen MandelNew positionJoel Greenblatt+126%Viking Global Investors+82.6%David Katz+25.0%

3reduced or sold out

Terry SmithSold outJensen Investment Management−45.5%Torray Funds−22.4%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
Stephen Mandel5.61%$918MNew position
Thomas Gayner2.48%$325MNo change of 20%
David Katz1.85%$23M+25.0%
Bill & Melinda Gates Foundation Trust1.02%$353MNew position
Viking Global Investors0.93%$325M+82.6%
Mairs & Power Funds0.49%$54MNo change of 20%
Torray Funds0.12%$876K−22.4%
Joel Greenblatt0.09%$39M+126%
First Eagle Investment Management0.03%$19MNo change of 20%
Jensen Investment Management0.01%$281K−45.5%
Dodge & Cox Funds0.00%$8MNo change of 20%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

11Q3 ’24
12Q4 ’24
9Q1 ’25
11Q2 ’25
9Q3 ’25
9Q4 ’25
10Q1 ’26
11Q2 ’26

Where to next

Stephen MandelLargest holder by dollars: $918M →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 437076102 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing