Guru Ownership Trend
Guru Analysis for The Home Depot, Inc. (HD)
The Home Depot, Inc. (HD), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.81 B.
Top institutional holders include Ken Fisher and Steve Mandel.
Notably, Steve Mandel has expressed high conviction in this stock, allocating 5.61% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.83 B net inflow during the quarter.
Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Private Capital reduced exposure by 3.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for The Home Depot, Inc. (HD)
Major holders include Ken Fisher ($2.98 B), Steve Mandel ($918.09 M), Cliff Asness ($514.33 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 19.57 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.83 B, with 9 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited HD. The total reported sell value was $60.52 M.
Yes, 2 managers opened new positions in HD, and 7 increased their existing holdings. The total reported buy value was $1.89 B.
