S&P 500: 662.29 -0.6% NASDAQ 100: 593.72 -0.6% Dow Jones: 466.41 -0.2%

D.R. Horton, Inc.

DHI Consumer Discretionary
$140.49 +$1.45 (1.04%)
Market Cap: $40.7 B
Gurus Holding
12
Popularity Rank
#246
% of Shares Held
1.44%
Net Activity (Q4 2025)
+$131.97 M

Guru Ownership Trend

Guru Analysis for D.R. Horton, Inc. (DHI)

D.R. Horton, Inc. (DHI), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $587.07 M.

Top institutional holders include Cliff Asness and Glenn Greenberg.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $131.97 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 134.3%. Conversely, Ken Fisher reduced exposure by 8.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$190.93 M
Total Buy Value
New Buys 3
Additions 3
-$58.96 M
Total Sell Value
Reductions 5
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
8
Net Buyers
6

FAQs for D.R. Horton, Inc. (DHI)

Major holders include Cliff Asness ($353.3 M), Glenn Greenberg ($101.08 M), Renaissance Technologies ($95.57 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 4.18 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $131.97 M, with 6 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited DHI. The total reported sell value was $58.96 M.

Yes, 3 managers opened new positions in DHI, and 3 increased their existing holdings. The total reported buy value was $190.93 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% Add 34.5% 2,452,983 $353.3 M Q4 2025
2.37% Reduce -1.0% 701,822 $101.08 M Q4 2025
0.15% New Buy 663,538 $95.57 M Q4 2025
0.08% Add 4.0% 204,839 $29.5 M Q4 2025
0.05% Reduce -8.0% 89,290 $12.86 M Q4 2025
0.02% New Buy 22,242 $3.2 M Q4 2025
0.35% 17,200 $2.48 M Q4 2025
0.00% Reduce -8.8% 11,212 $1.61 M Q4 2025
1.23% Reduce -1.9% 8,800 $1.27 M Q4 2025
0.00% Add 134.3% 3,812 $549,042 Q4 2025
0.00% Reduce -2.8% 2,970 $427,769 Q4 2025
0.00% New Buy 25 $3,601 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form