Stocklore

The Home Depot (HD)

Retail · US stock

What changed in recent filings

  • Other segment 4% → 10%Feb 2, 2025 → May 3, 2026
  • Institutions — 5 new · 2 added · 1 reduced13F · as of end of 2026 Q2
  • Risk factors — 2 removed · removed: Our business is subject to seasonal influen… +110-K Feb 2, 2025 → Feb 1, 2026 · filed 5 months ago

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding The Home Depot

How many of the institutions we track reported holding this stock, quarter by quarter.

max 10
2019 Q1 · 42019 Q2 · 42019 Q3 · 42019 Q4 · 62020 Q1 · 72020 Q2 · 72020 Q3 · 52020 Q4 · 52021 Q1 · 52021 Q2 · 42021 Q3 · 42021 Q4 · 52022 Q1 · 42022 Q2 · 72022 Q3 · 62022 Q4 · 32023 Q1 · 42023 Q2 · 42023 Q3 · 62023 Q4 · 62024 Q1 · 42024 Q2 · 62024 Q3 · 72024 Q4 · 52025 Q1 · 42025 Q2 · 52025 Q3 · 52025 Q4 · 52026 Q1 · 62026 Q2 · 10
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 10 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold The Home Depot

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Coxunder 0.01% of portfolio · held as of 2019 Q1 or earlier
  • Baillie Gifford & Co0.05% of portfolio · since 2023 Q3
  • Point72 Asset Management0.43% of portfolio · since 2025 Q3
  • Temasek Holdings (Singapore)0.24% of portfolio · since 2025 Q4
  • Viking Global Investors0.93% of portfolio · since 2026 Q1
  • Lone Pine CapitalNew this quarter5.61% of portfolio · since 2026 Q2
  • Caisse de depot (Quebec)0.23% of portfolio · held as of 2026 Q2 or earlier
  • Gates Foundation Trust1.02% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.51% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.55% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

The largest US home-improvement retailer, targeting both professional contractors (Pro) and DIY consumers. A broad store network, brand, and remodeling demand are a stable revenue base. But demand is sensitive to the housing market and rates, and rising labor and rent costs are risks.

What is the Retail sector?

Physical retail and supermarkets. Linked to consumer spending.

The Home Depot is classified under the Retail sector. See peers below.

The Home Depot key financials

Based on SEC filings · as of Aug 2, 2026

Tap a metric name to see its meaning in the glossary.

The Home Depot vs Retail sector benchmark

Median of 19 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
2.5%vs benchmark 9.2%↓ below
Operating margin
14.3%vs benchmark 7.8%↑ above
Net margin
8.4%vs benchmark 7.3%↑ above
ROE
110.5%vs benchmark 22.9%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

HD segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Feb '25Feb '26May '26
Building Materials 31%Décor 30%Hardlines 29%Other 10%

8 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding The Home Depot

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLYState Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
5.83%
DIA
4.08%
SCHDSchwab U.S. Dividend Equity ETF
3.36%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
1.36%
VTVVANGUARD VALUE INDEX FUND
1.32%
SPY
0.54%
VOOVANGUARD 500 INDEX FUND
0.54%
IVViShares Core S&P 500 ETF
0.54%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.49%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.48%
RSPInvesco S&P 500 Equal Weight ETF
0.18%

HD on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Retail average
See full HD analysis →

Peers · Retail

HD FAQ

What is The Home Depot (HD)?

The largest US home-improvement retailer, targeting both professional contractors (Pro) and DIY consumers. A broad store network, brand, and remodeling demand are a stable revenue base. But demand is sensitive to the housing market and rates, and rising labor and rent costs are risks.

What sector is The Home Depot in?

The Home Depot is classified under Retail. Physical retail and supermarkets. Linked to consumer spending.

What are The Home Depot's key financials?

As of Aug 2, 2026 in SEC filings: Revenue growth (YoY) 2.5%, Operating margin 14.3%, Net margin 8.4%, ROE 110.5%, Debt-to-equity 2.64x. Definitions and interpretation are available on Stocklore.

Where can I analyze The Home Depot (HD) stock?

On Stocklore you can see HD's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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