Public record / Tickers / HD

HD — HOME DEPOT, INC.

Both disclosure regimes on one name: who in Congress filed about HD, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
306
all PTR rows naming HD
Members · 12m
15
20 buys · 17 sells · by trade date
Latest PTR
09-01
filed 2026-09-01
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Bradley Scott Schneider · $250K–$500K

Sale · traded 2019-06-20 → filed 2019-06-21. Ranked over every HD row by the provable lower bound, never a point estimate.

15 members · 20 buys / 17 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

35 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

77 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 77 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1Sale · partial · JT (partial sale, jointly owned)Traded 08-24 +8d$50K–$100K
2026-08-17John Boozman R–ARSale · JT (jointly owned)Traded 07-09 +39d$1K–$15K
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-07-26Jared Moskowitz D–FL-23PurchaseTraded 06-17 +39d$1K–$15K
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 306 ↗

Members active in HD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HD in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
David J. Taylor R–OH-28−$24.0K to $88.0K2
Gilbert Ray Cisneros, Jr. D–CA-314−$12.0K to $44.0K2
Richard McCormick R–GA-74−$12.0K to $44.0K3
Kevin Hern R–OK-13−$165K to −$66.0K1
Lloyd Doggett D–TX-373$3.0K to $45.0K3
Alan Armstrong R–OK2−$150K to −$65.0K2
Jared Moskowitz D–FL-232$2.0K to $30.0K3
Josh Gottheimer D–NJ-52−$65.0K to −$16.0K2

15 members in the window; the 8 most active shown · counts of disclosures, not dollars.

Congress ↔ notable managers · HD

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
3 Jared Moskowitz D–FL-23, Lloyd Doggett D–TX-37, Ro Khanna D–CA-17 $17K–$80K
Sellers
5 Alan Armstrong R–OK, James A. Himes D–CT-4, John Boozman R–AR, Kevin Hern R–OK-1, Richard McCormick R–GA-7 $132K–$330K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
2 Fundsmith, Moore Capital Management $9.4M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HOME DEPOT INC

Merged timeline of congressional filings and notable-manager moves on HD
DateWhoChangeSize
2026-09-01Kevin Hern CongressSale$50K–$100K
2026-08-17John Boozman CongressSale$1K–$15K
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-07-26Jared Moskowitz CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressSale$15K–$50K
2026-07-21Alan Armstrong CongressSale$50K–$100K
2026-07-20James A. Himes CongressSale$15K–$50K
2026-07-06Lloyd Doggett CongressPurchase$1K–$15K
2026-07-06Ro Khanna CongressPurchase$15K–$50K
2026-05-15Viking Global Investors 13Fnew+504,257 sh
2026-05-15Gotham Asset Management 13Fadd+13,331 sh
2026-05-15Fundsmith 13Ftrim−51,595 sh
2026-05-15Moore Capital Management 13Fexit−12,854 sh
2026-05-14Caxton Associates 13Fadd+590 sh

14 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of HD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$25.9B1
2VANGUARD CAPITAL MANAGEMENT LLC$21.3B1
3STATE STREET CORP$15.4B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$8.3B1
5GEODE CAPITAL MANAGEMENT, LLC$8.2B1
6MORGAN STANLEY$7.4B1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.6B1
8BANK OF AMERICA CORP /DE/$5.4B1
9Capital World Investors$5.3B1
10Capital Research Global Investors$4.9B1
11FMR LLC$4.5B1
12NORTHERN TRUST CORP$3.7B1
13Fisher Asset Management, LLC$3.4B1
14WELLINGTON MANAGEMENT GROUP LLP$3.2B1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.1B1
16JPMORGAN CHASE & CO$3.1B1
17Bank of New York Mellon Corp$2.6B1
18ROYAL BANK OF CANADA$2.5B1
19UBS Group AG$2.4B1
20ALLIANCEBERNSTEIN L.P.$2.2B1
21Nuveen, LLC$2.2B1
22Legal & General Group Plc$2.0B1
23WELLS FARGO & COMPANY/MN$2.0B1
24RAYMOND JAMES FINANCIAL INC$1.9B1
25Amundi$1.9B1
26VANGUARD FIDUCIARY TRUST CO$1.9B1
27DIMENSIONAL FUND ADVISORS LP$1.7B1
28AMERIPRISE FINANCIAL INC$1.6B1
29Neuberger Berman Group LLC$1.3B1
30D. E. Shaw & Co., Inc.$1.2B1
31FRANKLIN RESOURCES INC$1.2B1
32Invesco Ltd.$1.1B1
33HSBC HOLDINGS PLC$1.1B1
34Swiss National Bank$961M1
35Baird Financial Group, Inc.$959M1
36DEUTSCHE BANK AG\$915M1
37ENVESTNET ASSET MANAGEMENT INC$850M1
38STIFEL FINANCIAL CORP$822M1
39BARCLAYS PLC$816M1
40Sumitomo Mitsui Trust Group, Inc.$785M1
41Mitsubishi UFJ Asset Management Co., Ltd.$778M1
42Swedbank AB$751M1
43LPL Financial LLC$732M1
44Vanguard Global Advisers, LLC$721M1
45National Pension Service$720M1
46Capital Wealth Planning, LLC$720M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$697M1
48VANGUARD ASSET MANAGEMENT, Ltd$659M1
49CANADA PENSION PLAN INVESTMENT BOARD$647M1
50PARNASSUS INVESTMENTS, LLC$646M1
51Janus Henderson Group Ltd.$626M1
52Capital International Investors$623M1
53VICTORY CAPITAL MANAGEMENT INC$591M1
541832 Asset Management L.P.$567M1
55BANK OF MONTREAL /CAN/$524M1
56CITADEL ADVISORS LLC$482M1
57FIFTH THIRD BANCORP$479M1
58TD ASSET MANAGEMENT INC$468M1
59PRINCIPAL FINANCIAL GROUP INC$441M1
60CIBC Bancorp USA Inc.$440M1
61ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$440M1
62US BANCORP \DE\$436M1
63CITIGROUP INC$425M1
64BNP Paribas Asset Management Holding S.A.$411M1
65KING LUTHER CAPITAL MANAGEMENT CORP$402M1
66AVIVA PLC$397M1
67NATIONAL BANK OF CANADA /FI/$394M1
68SCHRODER INVESTMENT MANAGEMENT GROUP$382M1
69BAHL & GAYNOR INC$379M1
70Mariner, LLC$371M1
71Point72 Asset Management, L.P.$369M1
72Corient Private Wealth LLC$368M1
73TRUIST FINANCIAL CORP$335M1
74Rockefeller Capital Management L.P.$324M1
75ADAGE CAPITAL PARTNERS GP, L.L.C.$314M1
76HighTower Advisors, LLC$311M1
77MACKENZIE FINANCIAL CORP$303M1
78MARKEL GROUP INC.$303M1
79CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$300M1
80Ensign Peak Advisors, Inc$293M1
81STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$286M1
82Boston Partners$286M1
83TOCQUEVILLE ASSET MANAGEMENT L.P.$279M1
84AMERICAN CENTURY COMPANIES INC$275M1
85Aberdeen Group plc$270M1
86ROYAL LONDON ASSET MANAGEMENT LTD$265M1
87Cerity Partners LLC$256M1
88BLAIR WILLIAM & CO/IL$250M1
89PROVIDENT TRUST CO$249M1
90Alyeska Investment Group, L.P.$246M1
91Korea Investment CORP$244M1
92BANK OF NOVA SCOTIA$238M1
93Universal- Beteiligungs- und Servicegesellschaft mbH$238M1
94MANUFACTURERS LIFE INSURANCE COMPANY, THE$237M1
95ING GROEP NV$234M1
96Focus Partners Wealth$230M1
97Pictet Asset Management Holding SA$226M1
98JANE STREET GROUP, LLC$226M1
99HB Wealth Management, LLC$224M1
100VOYA INVESTMENT MANAGEMENT LLC$218M1
101FIRST TRUST ADVISORS LP$218M1
102Sarasin & Partners LLP$217M1
103MILLENNIUM MANAGEMENT LLC$217M1
104PRUDENTIAL FINANCIAL INC$214M1
105APG Asset Management N.V.$208M1
106Creative Planning$204M1
107ABN AMRO Bank N.V.$199M1
108SCOTIA CAPITAL INC.$192M1
109OpenArc Corporate Advisory, LLC$192M1
110DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$191M1
111Cetera Investment Advisers$191M1
112TD Waterhouse Canada Inc.$188M1
113COMMONWEALTH EQUITY SERVICES, LLC$186M1
114M&T BANK CORP$184M1
115LAZARD ASSET MANAGEMENT LLC$181M1
116Asset Management One Co., Ltd.$180M1
117Mirae Asset Global Investments Co., Ltd.$178M1
118STATE OF WISCONSIN INVESTMENT BOARD$175M1
119USS Investment Management Ltd$175M1
120THORNBURG INVESTMENT MANAGEMENT INC$171M1
121STOREBRAND ASSET MANAGEMENT AS$170M1
122NOMURA ASSET MANAGEMENT CO LTD$168M1
123ZACKS INVESTMENT MANAGEMENT$167M1
124VIKING GLOBAL INVESTORS LP$166M1
125GLENMEDE TRUST CO NA$165M1
126Chevy Chase Trust Holdings, LLC$165M1
127Dorsal Capital Management, LP$164M1
128PFA Pension, Forsikringsaktieselskab$164M1
129Vanguard Investments Australia, Ltd.$163M1
130Quantinno Capital Management LP$157M1
131NewEdge Advisors, LLC$152M1
132Allianz Asset Management GmbH$152M1
133SEI INVESTMENTS CO$152M1
134Allspring Global Investments Holdings, LLC$152M1
135LOOMIS SAYLES & CO L P$151M1
136Mitsubishi UFJ Trust & Banking Corp$150M1
137OSAIC HOLDINGS, INC.$147M1
138Retirement Systems of Alabama$147M1
139Evercore Wealth Management, LLC$142M1
140WELCH & FORBES LLC$141M1
141WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$140M1
142KEYBANK NATIONAL ASSOCIATION/OH$139M1
143MENORA MIVTACHIM HOLDINGS LTD.$139M1
144CIBC WORLD MARKET INC.$138M1
145Eurizon Capital SGR S.p.A.$135M1
146DnB Asset Management AS$135M1
147Hamlin Capital Management, LLC$134M1
148Alecta Tjanstepension Omsesidigt$133M1
149PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$132M1
150Vontobel Holding Ltd.$132M1
151Sumitomo Mitsui DS Asset Management Company, Ltd$128M1
152Empower Advisory Group, LLC$125M1
153MERCER GLOBAL ADVISORS INC /ADV$125M1
154Swiss Life Asset Management Ltd$118M1
155State of New Jersey Common Pension Fund D$112M1
156J. Safra Sarasin Holding AG$109M1
157Calamos Advisors LLC$108M1
158MFF Capital Investments Ltd$108M1
159TEACHER RETIREMENT SYSTEM OF TEXAS$106M1
160CONFLUENCE INVESTMENT MANAGEMENT LLC$105M1
161Lansforsakringar Fondforvaltning AB (publ)$105M1
162Tredje AP-fonden$105M1
163NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$105M1
164Prana Capital Management, LP$105M1
165Resona Asset Management Co.,Ltd.$104M1
166Candriam S.C.A.$101M1
167Smead Capital Management, Inc.$101M1
168TORONTO DOMINION BANK$101M1
169COMMERCE BANK$101M1
170BROWN ADVISORY INC$99.5M1
171Compagnie Lombard Odier SCmA$97.1M1
172AQR CAPITAL MANAGEMENT LLC$96.9M1
173CRAWFORD INVESTMENT COUNSEL INC$92.1M1
174CIBC Asset Management Inc$90.8M1
175Arizona State Retirement System$89.7M1
176Qube Research & Technologies Ltd$89.2M1
177Czech National Bank$89.2M1
178MML INVESTORS SERVICES, LLC$88.8M1
179Zurcher Kantonalbank (Zurich Cantonalbank)$88.7M1
180Capital Investment Advisors, LLC$87.9M1
181MetLife Investment Management, LLC$87.8M1
182WESTWOOD HOLDINGS GROUP INC$86.9M1
183&PARTNERS$86.6M1
184CWM, LLC$86.1M1
185STATE OF MICHIGAN RETIREMENT SYSTEM$85.5M1
186FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$85.4M1
187ProShare Advisors LLC$85.4M1
188FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$85.3M1
189O'SHAUGHNESSY ASSET MANAGEMENT, LLC$85.2M1
190Daiwa Securities Group Inc.$84.5M1
191XPONANCE LLC$84.3M1
192Steward Partners Investment Advisory, LLC$84.2M1
193BALYASNY ASSET MANAGEMENT L.P.$83.5M1
194SUSQUEHANNA INTERNATIONAL GROUP, LLP$82.5M1
195Pinnacle Financial Partners, Inc.$82.1M1
196DAVENPORT & Co LLC$82.1M1
197GATEWAY INVESTMENT ADVISERS LLC$82.1M1
198CREDIT AGRICOLE S A$81.5M1
199HM PAYSON & CO$81.2M1
200NICHOLAS COMPANY, INC.$78.8M1
201B. Metzler seel. Sohn & Co. AG$78.5M1
202Lido Advisors, LLC$78.0M1
203PUBLIC SECTOR PENSION INVESTMENT BOARD$76.4M1
204COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$76.3M1
205FIDUCIARY TRUST CO$75.0M1
206SEB Asset Management AB$74.4M1
207MAI Capital Management$73.9M1
208LGT Group Foundation$73.8M1
209HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$73.7M1
210NewEdge Wealth, LLC$73.0M1
211SUVRETTA CAPITAL MANAGEMENT, LLC$72.9M1
212Clark Capital Management Group, Inc.$72.2M1
213Sequoia Financial Advisors, LLC$72.0M1
214Assenagon Asset Management S.A.$71.9M1
215Interval Partners, LP$70.3M1
216Allworth Financial LP$70.2M1
217ABN AMRO INVESTMENT SOLUTIONS$69.4M1
218BOWEN HANES & CO INC$68.6M1
219OFI INVEST ASSET MANAGEMENT$67.5M1
220STEADFAST CAPITAL MANAGEMENT LP$67.0M1
221REGIONS FINANCIAL CORP$66.9M1
222Zurich Insurance Group Ltd/FI$66.8M1
223IFM Investors Pty Ltd$66.5M1
224BRADLEY FOSTER & SARGENT INC/CT$65.7M1
225BENJAMIN EDWARDS INC$65.5M1
226Connor, Clark & Lunn Investment Management Ltd.$65.2M1
227DONALDSON CAPITAL MANAGEMENT, LLC$63.3M1
228WATERS PARKERSON & CO., LLC$63.1M1
229Welch Group, LLC$62.7M1
230SMITH CHAS P & ASSOCIATES PA CPAS$62.3M1
231Robeco Institutional Asset Management B.V.$62.3M1
232Midwest Trust Co$60.9M1
233NISSAY ASSET MANAGEMENT CORP /JAPAN$60.7M1
234MASSACHUSETTS FINANCIAL SERVICES CO /MA/$60.2M1
235Kestra Advisory Services, LLC$58.8M1
236OP Asset Management Ltd$57.3M1
237WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$56.8M1
238EDMOND DE ROTHSCHILD HOLDING S.A.$56.7M1
239Epoch Investment Partners, Inc.$56.6M1
240Pathstone Holdings, LLC$56.4M1
241Sanctuary Advisors, LLC$56.2M1
242Beacon Pointe Advisors, LLC$55.8M1
243AGAVE CAPITAL MANAGEMENT Ltd$55.7M1
244Junto Capital Management LP$55.2M1
245COMPASS CAPITAL MANAGEMENT, INC$54.6M1
246DAVIS R M INC$54.3M1
247Temasek Holdings (Private) Ltd$53.7M1
248Capital International, Inc./CA/$53.5M1
249Brookmont Capital Management$53.4M1
250Utah Retirement Systems$53.2M1
251UMB Bank, n.a.$53.2M1
252QRG CAPITAL MANAGEMENT, INC.$53.2M1
253Teewinot Capital Advisers, L.L.C.$52.7M1
254AE Wealth Management LLC$51.8M1
255MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$51.4M1
256Waverly Advisors, LLC$51.3M1
257MAIRS & POWER INC$50.5M1
258BAILLIE GIFFORD & CO$50.0M1
259PINNACLE ASSOCIATES LTD$49.8M1
260Advisors Capital Management, LLC$49.5M1
261Varma Mutual Pension Insurance Co$49.4M1
262Sterling Capital Management LLC$48.9M1
263Carnegie Investment Counsel$48.7M1
264NEW YORK LIFE INVESTMENT MANAGEMENT LLC$48.7M1
265Danica Pension, Livsforsikringsaktieselskab$48.6M1
266Woodline Partners LP$48.5M1
267Rakuten Investment Management, Inc.$47.8M1
268NEOS Investment Management LLC$47.6M1
269Andra AP-fonden$47.4M1
270FIL Ltd$47.3M1
271OPPENHEIMER & CO INC$47.3M1
272GUGGENHEIM CAPITAL LLC$47.1M1
273Vanguard Personalized Indexing Management, LLC$46.7M1
274UNITED CAPITAL FINANCIAL ADVISORS, LLC$46.4M1
275NORDEA INVESTMENT MANAGEMENT AB$46.3M1
276RWA WEALTH PARTNERS, LLC$45.7M1
277Empowered Funds, LLC$45.5M1
278FACTORY MUTUAL INSURANCE CO$45.5M1
279Walleye Capital LLC$45.3M1
280NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$45.1M1
281BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$45.1M1
282KCM INVESTMENT ADVISORS LLC$44.9M1
283Vestmark Advisory Solutions, Inc.$44.2M1
284Choate Investment Advisors$43.4M1
285FIRST FINANCIAL BANKSHARES INC$43.1M1
286Jefferies Financial Group Inc.$42.5M1
287Federation des caisses Desjardins du Quebec$42.0M1
288Tidal Investments LLC$42.0M1
289Marex Group Ltd$41.5M1
290HOMESTEAD ADVISERS CORP$40.7M1
291Concurrent Investment Advisors, LLC$40.7M1
292ELEVATION POINT WEALTH PARTNERS, LLC$40.4M1
293Wealthfront Advisers LLC$40.2M1
294Henshaw Capital LLC$40.0M1
295CI INVESTMENTS INC.$39.7M1
296CAPITAL ADVISORS INC/OK$38.8M1
297Kimelman & Baird, LLC$38.6M1
298KESTRA PRIVATE WEALTH SERVICES, LLC$38.5M1
299MEYER HANDELMAN CO$38.4M1
300YOUSIF CAPITAL MANAGEMENT, LLC$37.8M1
301Jain Global LLC$37.6M1
302OREGON PUBLIC EMPLOYEES RETIREMENT FUND$37.5M1
303Freestone Grove Partners LP$37.4M1
304Private Advisor Group, LLC$36.9M1
305Atlantic Union Bankshares Corp$36.9M1
306Apollon Wealth Management, LLC$36.6M1
307MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$36.5M1
308PRUDENTIAL PLC$36.2M1
309Squarepoint Ops LLC$36.2M1
310Ancora Advisors LLC$36.2M1
311Avanza Fonder AB$36.1M1
312Rafferty Asset Management, LLC$35.8M1
313Texas Yale Capital Corp.$35.6M1
314Willis Investment Counsel$35.4M1
315Bank Julius Baer & Co. Ltd, Zurich$35.2M1
316Banque Transatlantique SA$34.9M1
317Haverford Trust Co$34.6M1
318Hemenway Trust Co LLC$34.5M1
319EVERETT HARRIS & CO /CA/$34.4M1
320CONNING INC.$34.3M1
321Mediolanum International Funds Ltd$34.3M1
322NATIXIS$34.0M1
323Perigon Wealth Management, LLC$34.0M1
324Elo Mutual Pension Insurance Co$33.7M1
325ASR Vermogensbeheer N.V.$33.7M1
326AMG National Trust Bank$33.5M1
327CITIZENS FINANCIAL GROUP INC/RI$33.4M1
328Ethic Inc.$33.2M1
329MACQUARIE GROUP LTD$33.1M1
330JOHNSON INVESTMENT COUNSEL INC$32.7M1
331Stratos Wealth Partners, LTD.$32.6M1
332FLPUTNAM INVESTMENT MANAGEMENT CO$32.3M1
333Voleon Capital Management LP$31.2M1
334Value Partners Investments Inc.$30.6M1
335Crossmark Global Holdings, Inc.$30.5M1
336Aquatic Capital Management LLC$30.3M1
337Madison Asset Management, LLC$30.0M1
338Vident Advisory, LLC$29.9M1
339Badgley Phelps Wealth Managers, LLC$29.7M1
340ALPS ADVISORS INC$29.7M1
341BAILARD, INC.$29.7M1
342Saratoga Research & Investment Management$29.2M1
343EP Wealth Advisors, LLC$29.1M1
344Cannell & Spears LLC$29.0M1
345Obermeyer Wealth Partners$29.0M1
346ZWJ INVESTMENT COUNSEL INC$28.7M1
347EASTERN BANK$28.6M1
348Independent Advisor Alliance$28.6M1
349Generali Asset Management SPA SGR$28.4M1
350Advisors Asset Management, Inc.$28.4M1
351D.A. DAVIDSON & CO.$28.4M1
352BECKER CAPITAL MANAGEMENT INC$28.1M1
353ASSETMARK, INC$27.8M1
354Blue Chip Partners, LLC$27.6M1
355Sone Capital Management, LLC$27.6M1
356Heritage Wealth Advisors$27.6M1
357MARTINGALE ASSET MANAGEMENT L P$27.2M1
358Clearstead Advisors, LLC$27.2M1
359Cinctive Capital Management LP$27.1M1
360Aristotle Atlantic Partners, LLC$27.1M1
361OPPENHEIMER ASSET MANAGEMENT INC.$27.0M1
362Merit Financial Group, LLC$26.7M1
363TRILLIUM ASSET MANAGEMENT, LLC$26.4M1
364CENTRAL TRUST Co$26.4M1
365Cornerstone Capital, Inc.$26.3M1
366LGT CAPITAL PARTNERS LTD.$26.3M1
367IEQ CAPITAL, LLC$26.1M1
368NFJ INVESTMENT GROUP, LLC$26.0M1
369Maple Capital Management, Inc.$25.4M1
370CAPITOLIS LIQUID GLOBAL MARKETS LLC$25.4M1
371Equitable Holdings, Inc.$25.4M1
372Arbejdsmarkedets Tillaegspension$25.2M1
373Cornerstone Advisors, LLC$24.8M1
374Investment Management Corp of Ontario$24.8M1
375Systematic Alpha Investments, LLC$24.8M1
376CONGRESS ASSET MANAGEMENT CO$24.6M1
377World Investment Advisors$24.6M1
378DAYMARK WEALTH PARTNERS, LLC$24.5M1
379MANE GLOBAL CAPITAL MANAGEMENT LP$24.5M1
380BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.4M1
381Schonfeld Strategic Advisors LLC$24.3M1
382Capital International Sarl$24.3M1
383ADAMS DIVERSIFIED EQUITY FUND, INC.$24.3M1
384Carmel Capital Partners, LLC$24.2M1
385NAN FUNG TRINITY (HK) Ltd$23.9M1
386WHITTIER TRUST CO$23.7M1
387UniSuper Management Pty Ltd$23.5M1
388NorthCrest Asset Manangement, LLC$23.2M1
389Laird Norton Wetherby Trust Company, LLC$23.2M1
390DEARBORN PARTNERS LLC$22.9M1
391Norinchukin Bank, The$22.8M1
392SATURNA CAPITAL CORP$22.8M1
393PICTON MAHONEY ASSET MANAGEMENT$22.8M1
394KLINGENSTEIN FIELDS & CO LP$22.6M1
395Union Bancaire Privee, UBP SA$22.5M1
396Modera Wealth Management, LLC$22.4M1
397Palisade Asset Management, LLC$22.4M1
398MOODY LYNN LIEBERSON & WALKER, LLC$22.4M1
399Narwhal Capital Management$22.3M1
400Orion Porfolio Solutions, LLC$22.2M1
401Kingsview Wealth Management, LLC$22.0M1
402Ceredex Value Advisors LLC$21.9M1
403MONTAG A & ASSOCIATES INC$21.9M1
404Illinois Municipal Retirement Fund$21.7M1
405Banco Santander, S.A.$21.5M1
406SAPIENT CAPITAL LLC$21.4M1
407DAVIDSON INVESTMENT ADVISORS$21.4M1
408Chesley Taft & Associates LLC$21.4M1
409STEPHENS INC /AR/$21.1M1
410CHOREO, LLC$21.1M1
411SEGALL BRYANT & HAMILL, LLC$20.9M1
412VOLORIDGE INVESTMENT MANAGEMENT, LLC$20.8M1
413Telos Capital Management, Inc.$20.8M1
414GODSEY & GIBB, INC$20.7M1
415Osmosis Investment Management UK Ltd$20.4M1
416L. Roy Papp & Associates, LLP$20.4M1
417Nemes Rush Group LLC$20.3M1
418FEDERATED HERMES, INC.$20.3M1
419BRAUN STACEY ASSOCIATES INC$20.3M1
420Aptus Capital Advisors, LLC$20.2M1
421F/m Investments LLC$20.0M1
422OMERS ADMINISTRATION Corp$20.0M1
423Calamos Wealth Management LLC$19.8M1
424Lombard Odier Asset Management (Switzerland) SA$19.8M1
425MIZUHO SECURITIES USA LLC$19.8M1
426FIRST MANHATTAN CO. LLC.$19.7M1
427Atria Investments, Inc$19.6M1
428ADELL HARRIMAN & CARPENTER INC$19.5M1
429CCM INVESTMENT ADVISERS LLC$19.5M1
430SouthState Bank Corp$19.4M1
431GUARDIAN CAPITAL LP$19.2M1
432EAGLE GLOBAL ADVISORS LLC$19.2M1
433INTACT INVESTMENT MANAGEMENT INC.$19.0M1
434MARCO INVESTMENT MANAGEMENT LLC$18.9M1
435Visionary Wealth Advisors$18.8M1
436HARTFORD INVESTMENT MANAGEMENT CO$18.7M1
437Prospera Financial Services Inc$18.6M1
438Foster Victor Wealth Advisors, LLC$18.5M1
439AIA Group Ltd$18.1M1
440Savant Capital, LLC$18.0M1
441DDD Partners, LLC$17.9M1
442Alley Investment Management Company, LLC$17.9M1
443Inspire Investing, LLC$17.7M1
444Y-Intercept (Hong Kong) Ltd$17.7M1
445Composition Wealth, LLC$17.7M1
446BOKF, NA$17.6M1
447LS Investment Advisors, LLC$17.5M1
448MGO ONE SEVEN LLC$17.5M1
449Glenview Trust Co$17.5M1
450HANCOCK WHITNEY CORP$17.3M1
451Bragg Financial Advisors, Inc$17.3M1
452Wealthcare Advisory Partners LLC$17.3M1
453LBP AM SA$17.3M1
454PARSONS CAPITAL MANAGEMENT INC/RI$17.2M1
455Americana Partners, LLC$17.2M1
456Fisher Funds Management LTD$17.1M1
457Talbot Financial, LLC$17.1M1
458MATRIX ASSET ADVISORS INC/NY$17.0M1
459FIRST NATIONAL TRUST CO$16.9M1
460First Eagle Investment Management, LLC$16.7M1
461GDS Wealth Management$16.5M1
462Mesirow Financial Investment Management, Inc.$16.5M1
463Maryland State Retirement & Pension System$16.4M1
464Stillwater Capital Advisors, LLC$16.4M1
465Segment Wealth Management, LLC$16.2M1
466Gotham Asset Management, LLC$16.1M1
467LGT Fund Management Co Ltd.$16.1M1
468NORTH POINT PORTFOLIO MANAGERS CORP/OH$16.0M1
469SHELTON CAPITAL MANAGEMENT$15.9M1
470COLDSTREAM CAPITAL MANAGEMENT INC$15.9M1
471Bleakley Financial Group, LLC$15.8M1
472SIGNATUREFD, LLC$15.8M1
473Traynor Capital Management, Inc.$15.7M1
474Man Group plc$15.7M1
475Caldwell Trust Co$15.6M1
476Wilmington Savings Fund Society, FSB$15.3M1
477LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$15.3M1
478CUTLER INVESTMENT COUNSEL LLC$15.2M1
479TCV Trust & Wealth Management, Inc.$15.1M1
480Longaeva Partners L.P.$15.1M1
481Cyndeo Wealth Partners, LLC$15.0M1
482Dynamic Advisor Solutions LLC$15.0M1
483FLOSSBACH VON STORCH SE$14.9M1
484Freestone Capital Holdings, LLC$14.9M1
485Miramar Capital, LLC$14.8M1
486Envestnet Portfolio Solutions, Inc.$14.7M1
487Meiji Yasuda Asset Management Co Ltd.$14.6M1
488Vise Technologies, Inc.$14.6M1
489GREENLEAF TRUST$14.6M1
490AXXCESS WEALTH MANAGEMENT, LLC$14.6M1
491Metis Global Partners, LLC$14.5M1
492Baker Avenue Asset Management, LP$14.5M1
493EagleClaw Capital Managment, LLC$14.5M1
494OCCUDO QUANTITATIVE STRATEGIES LP$14.4M1
495WASHINGTON TRUST BANK$14.4M1
496LONDON CO OF VIRGINIA$14.3M1
497BEACON INVESTMENT ADVISORY SERVICES, INC.$14.3M1
498LEAVELL INVESTMENT MANAGEMENT, INC.$14.2M1
499Bryn Mawr Trust Advisors, LLC$14.2M1
500GRIFFIN ASSET MANAGEMENT, INC.$14.2M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)20 buy / 17 sell
Congress net ($ bound)−$517K to $199K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HD

RETAINED WINDOW · ACTIVE HITS
Signal hits naming HD
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for HD · financials and macro

Financials — as filed PLANNED

HD's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HD on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing