Consumer Discretionary · owned by 3 fund managers
Who owns Home Depot (HD)?
3 of the 22 fund managers we track hold Home Depot, worth $1.6B combined as of Q2 2026. Stephen Mandel has the biggest bet at 5.6% of the portfolio.
Ownership summary
Fund manager owners
3 / 22
2 opened new positions
Combined value
$1.6B
At quarter-end prices
Biggest weight
5.6%
Stephen Mandel
Buyers / sellers
2 / 1
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Home Depot appears in 3 of our 22 portfolios.
- Largest holder: Stephen Mandel (5.6% of portfolio)
- 2 managers bought or added this quarter
- 1 manager trimmed or sold out
- 28 congressional trades disclosed recently (12 buys, 16 sells)
- Company insiders in Q3 2026: no open-market buys, sold $3M
This is not a recommendation. Do your own research.
Fund managers who own HD
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 5.61% | New | 2,603,189 | $918M |
| Thomas Gayner Markel Group | 2.48% | Hold | 922,500 | $325M |
| Gates Foundation Trust Bill & Melinda Gates Foundation Trust | 1.02% | New | 1,000,000 | $353M |
| Terry Smith Fundsmith | 0% | Sold out | 28,611 | $9M prior qtr |
Congressional trades in HDAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| R Kevin Hern House · OK | Sell | $1,001 – $15,000 | 23 Sep 2026 | 13 Oct 2026 |
| D Rick Larsen House · WA | Sell | $1,001 – $15,000 | 8 Oct 2026 | 12 Oct 2026 |
| D Lloyd Doggett House · TX | Buy | $1,001 – $15,000 | 17 Sep 2026 | 5 Oct 2026 |
| R David J. Taylor House · OH | Buy | $1,001 – $15,000 | 22 Sep 2026 | 1 Oct 2026 |
| R David J. Taylor House · OH | Buy | $1,001 – $15,000 | 22 Sep 2026 | 1 Oct 2026 |
| R Kevin Hern House · OK | Sell | $1,001 – $15,000 | 14 Sep 2026 | 25 Sep 2026 |
| R Kevin Hern House · OK | Sell | $15,001 – $50,000 | 14 Sep 2026 | 25 Sep 2026 |
| R Kevin Hern House · OK | Sell | $15,001 – $50,000 | 10 Sep 2026 | 25 Sep 2026 |
| R Kevin Hern House · OK | Sell | $15,001 – $50,000 | 2 Sep 2026 | 25 Sep 2026 |
| R Kevin Hern House · OK | Sell | $15,001 – $50,000 | 31 Aug 2026 | 25 Sep 2026 |
| R Kevin Hern House · OK | Sell | $1,001 – $15,000 | 27 Aug 2026 | 25 Sep 2026 |
| R Kevin Hern House · OK | Sell | $50,001 – $100,000 | 24 Aug 2026 | 1 Sep 2026 |
| R John Boozman Senate · AR | Sell | $1,001 – $15,000 | 9 Jul 2026 | 17 Aug 2026 |
| R Richard McCormick House · GA | Sell | $1,001 – $15,000 | 30 Jul 2026 | 14 Aug 2026 |
| D Jared Moskowitz House · FL | Buy | $1,001 – $15,000 | 17 Jun 2026 | 26 Jul 2026 |
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