Follow-The-Filings

Security · featured owners

HD Home Depot Inc.

Consumer Discretionary COM Equity as of 2026 Q2 among managers we track

  • 13 Owners
  • #61
  • Max 5.6%
  • Master 0.12%
  • $2.1B
  • 2 new 6 add 4 reduce 1 exit

HD (Home Depot Inc.) is held in 13 featured 13F books as of 2026 Q2. Stephen Mandel - Lone Pine Capital is the largest tracked holder by portfolio weight (5.6%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 5.6% (Stephen Mandel - Lone Pine Capital) · not free-float ownership

  1. Stephen Mandel new 5.6%
  2. Thomas Gayner add 2.5%
  3. David Katz add 1.9%
  4. Gates Foundation Trust new 1.0%
  5. Andreas Halvorsen add 0.93%
  6. Kentucky Trust Co. add 0.54%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Stephen Mandel - Lone Pine Capital 2026 Q2 5.6% New 5.6% 2,603,189 $918M history
Gates Foundation Trust 2026 Q2 1.0% New 1.0% 1,000,000 $353M history
Thomas Gayner - Markel Group 2026 Q2 2.5% Add +0.3% 922,500 $325M history
Andreas Halvorsen - Viking Global Investors 2026 Q2 0.93% Add +82.6% 920,595 $325M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.09% Add +8155.2% 165,104 $58M history
Mairs & Power 2026 Q2 0.49% Reduce −0.6% 152,452 $54M history
David Katz - Matrix Asset Advisors 2026 Q2 1.9% Add +25.0% 64,544 $23M history
First Eagle Investment Management 2026 Q2 0.03% Add +3.8% 52,776 $19M history
Dodge & Cox 2026 Q2 <0.01% Reduce −0.3% 22,382 $8M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.54% Add +0.4% 3,208 $1M history
Torray Investment Partners 2026 Q2 0.12% Reduce −22.4% 2,485 $876K history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.28% Hold 2,298 $810K history
Jensen Investment Management 2026 Q2 0.01% Reduce −45.5% 797 $281K history
Terry Smith - Fundsmith exited 2026 Q2 last 2026 Q1 0.07% Exit −0.07% 28,611 $9M history

13 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 10, 2026 Filing Doc
4 Period Aug 28, 2026 Filing Doc
4 Period Aug 26, 2026 Filing Doc
4 Period Aug 19, 2026 Filing Doc
4 Period Aug 20, 2026 · 2 forms Filing Doc
4 Period May 28, 2026 Filing Doc
4 Period May 21, 2026 · 11 forms Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period Apr 3, 2026 Filing Doc
4 Period Mar 25, 2026 Filing Doc
4 Period Mar 24, 2026 · 4 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $157.4B $152.67B $159.51B
Gross profit $52.78B $50.96B $53.31B
Gross margin * 33.5% 33.4% 33.4%
Net income $17.1B $15.14B $14.81B
Net margin * 10.9% 9.9% 9.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $32.47B $29.78B $31.68B
Total non-current assets * $43.97B $46.76B $64.44B
Total assets $76.44B $76.53B $96.12B
Total current liabilities $23.11B $22.02B $28.66B
Total non-current liabilities * $51.77B $53.47B $60.82B
Total equity $1.56B $1.04B $6.64B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $14.62B $21.17B $19.81B
Cash from investing -$3.14B -$4.73B -$21.03B
Cash from financing -$10.99B -$15.44B -$0.694B
Net change in cash * $0.482B $1B -$1.92B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders