§ RETAIL
USD · Retail

HD

HOME DEPOT INC
USDSector · RetailMarket cap · $320.3BBeta · 1.09
LAST · MARKET CLOSE · SEP 18
299.38
−3.13 ▼ 1.03%PREV CLOSE · $302.51
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 300.96HIGH 302.25LOW 298.2552W 318.66 — 426.75
EVENTSAUG 31 · RTW SELL

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
1949 increased/new, 1737 decreased/exited (13F)
AC 13F Analysis
INSIDER
−$1M
2 txns · 90d
OPTIONS SKEW
Put/call ratio 2.65
CBOE
ANALYST
29 buy, 16 hold, 1 sell
Finnhub

§ 04 · FUNDAMENTALS · THE BOOKS

P/E22.6P/B29.38
EPS (TTM)14.24Dividend2.90%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
VANGUARD CAPITAL MANAGEMENT LLC64.7M0.3%n/a
VANGUARD CAPITAL MANAGEMENT LLC64.7M0.3%n/a
State Street46.7M0.5%−1%
BlackRock, Inc.30.2M0.2%+3%
VANGUARD PORTFOLIO MANAGEMENT LLC25.3M0.4%n/a
Geode Capital Management21.8M0.4%+5%
AC INTELLIGENCE

Top institutional owners for HD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER17.8% · 0 holders
OTHER33.7% · 3,735 holders
DEALER / BANK18.1% · 188 holders
PASSIVE / INDEX13.4% · 14 holders
QUALITY / COMPOUNDER12.7% · 48 holders
INCOME / DEFENSIVE2.5% · 82 holders
TACTICAL / MACRO0.7% · 7 holders
SYSTEMATIC / QUANT0.5% · 20 holders
ACTIVIST0.4% · 1 holder
DEEP VALUE0.1% · 4 holders
GROWTH / MOMENTUM0.0% · 2 holders
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
AUG 31Roseborough Teresa WynnSELL2K−$807K
AUG 27Rowe Michael F.SELL710−$239K
AC INTELLIGENCE

0 insider buys, 2 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES