The Home Depot, Inc.
CH ˙ SWX ˙ US4370761029
SecurityCH:HD / The Home Depot, Inc.
InstitutionFirst Manhattan Co
Latest Disclosed Ownership60,043 shares
Latest Disclosed Value $ 19,747,542
First Manhattan Co reports 2.99% increase in ownership of HD / The Home Depot, Inc.

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 60,043 shares of The Home Depot, Inc. (CH:HD) valued at $19,747,542 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 58,301 shares of The Home Depot, Inc.. This represents a change in shares of 2.99% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F HOME DEPOT COM 437076102 60,043 1,742 2.99 19,748 -1.57 0.0548
2026-02-17 2025-12-31 13F HOME DEPOT COM 437076102 58,301 -509 -0.87 20,061 -15.81 0.0527
2025-11-14 2025-09-30 13F HOME DEPOT COM 437076102 58,810 20,008 51.56 23,829 67.50 0.0629
2025-08-14 2025-06-30 13F HOME DEPOT COM 437076102 38,802 5,219 15.54 14,226 15.59 0.0402
2025-05-15 2025-03-31 13F HOME DEPOT COM 437076102 33,583 -2,226 -6.22 12,308 -11.64 0.0359
2025-02-14 2024-12-31 13F HOME DEPOT COM 437076102 35,809 111 0.31 13,929 -3.70 0.0409
2024-11-14 2024-09-30 13F HOME DEPOT COM 437076102 35,698 231 0.65 14,465 18.47 0.0429
2024-08-15 2024-06-30 13F/A-1 HOME DEPOT COM 437076102 35,467 -271 -0.76 12,209 -11.04 0.0391
2024-08-14 2024-06-30 13F HOME DEPOT COM 437076102 35,467 -271 12,209 0.0392
2024-05-15 2024-03-31 13F HOME DEPOT COM 437076102 35,738 -628 -1.73 13,724 8.78 0.0445
2024-02-13 2023-12-31 13F HOME DEPOT COM 437076102 36,366 -3,375 -8.49 12,616 5.05 0.0438
2023-11-14 2023-09-30 13F HOME DEPOT COM 437076102 39,741 -318 -0.79 12,009 -3.50 0.0443
2023-08-14 2023-06-30 13F HOME DEPOT COM 437076102 40,059 2,619 7.00 12,445 12.62 0.0456
2023-05-15 2023-03-31 13F HOME DEPOT COM 437076102 37,440 -588 -1.55 11,050 -8.01 0.0424
2023-02-14 2022-12-31 13F HOME DEPOT COM 437076102 38,028 560 1.49 12,013 16.17 0.0440
2022-11-14 2022-09-30 13F HOME DEPOT COM 437076102 37,468 857 2.34 10,340 2.96 0.0438
2022-08-15 2022-06-30 13F HOME DEPOT COM 437076102 36,611 -15 -0.04 10,043 -8.40 0.0405
2022-05-16 2022-03-31 13F HOME DEPOT COM 437076102 36,626 235 0.65 10,964 -27.41 0.0359
2022-02-14 2021-12-31 13F HOME DEPOT COM 437076102 36,391 -377 -1.03 15,104 25.13 0.0498
2021-11-15 2021-09-30 13F HOME DEPOT COM 437076102 36,768 187 0.51 12,071 3.46 0.0445
2021-08-16 2021-06-30 13F HOME DEPOT COM 437076102 36,581 216 0.59 11,667 5.09 0.0426
2021-05-14 2021-03-31 13F HOME DEPOT COM 437076102 36,365 393 1.09 11,102 16.18 0.0479
2021-02-16 2020-12-31 13F HOME DEPOT COM 437076102 35,972 -176 -0.49 9,556 -4.81 0.0457
2020-11-12 2020-09-30 13F HOME DEPOT COMMON 437076102 36,148 -3,439 -8.69 10,039 1.22 0.0517
2020-08-14 2020-06-30 13F HOME DEPOT COMMON 437076102 39,587 -307 -0.77 9,918 33.15 0.0573
2020-05-06 2020-03-31 13F HOME DEPOT COMMON 437076102 39,894 -174 -0.43 7,449 -14.88 0.0483
2020-02-13 2019-12-31 13F HOME DEPOT COMMON 437076102 40,068 -4,775 -10.65 8,751 -15.90 0.0439
2019-11-13 2019-09-30 13F HOME DEPOT COMMON 437076102 44,843 2 0.00 10,405 11.57 0.0573
2019-08-16 2019-06-30 13F HOME DEPOT COMMON 437076102 44,841 -468 -1.03 9,326 7.26 0.0518
2019-04-12 2019-03-31 13F HOME DEPOT COMMON 437076102 45,309 4,147 10.07 8,695 22.95 0.0502
2019-01-30 2018-12-31 13F HOME DEPOT COMMON 437076102 41,162 11,835 40.36 7,072 16.41 0.0440
2018-10-15 2018-09-30 13F HOME DEPOT COMMON 437076102 29,327 124 0.42 6,075 6.64 0.0324
2018-08-01 2018-06-30 13F HOME DEPOT COMMON 437076102 29,203 -89 -0.30 5,697 9.12 0.0328
2018-04-20 2018-03-31 13F HOME DEPOT COMMON 437076102 29,292 -30 -0.10 5,221 -6.05 0.0297
2018-01-22 2017-12-31 13F HOME DEPOT COMMON 437076102 29,322 -589 -1.97 5,557 13.59 0.0304
2017-10-25 2017-09-30 13F HOME DEPOT COMMON 437076102 29,911 19 0.06 4,892 6.70 0.0280
2017-08-10 2017-06-30 13F/A-2 HOME DEPOT COMMON 437076102 29,892 -688 -2.25 4,585 2.12 0.0267
2017-08-01 2017-06-30 13F/A-1 HOME DEPOT COMMON 437076102 29,891 -1 4,585 0.0267
2017-07-28 2017-06-30 13F HOME DEPOT COMMON 437076102 29,892 -688 4,585
2017-04-25 2017-03-31 13F/A-1 HOME DEPOT COMMON 437076102 30,580 737 2.47 4,490 12.22 0.0267
2017-04-24 2017-03-31 13F HOME DEPOT COMMON 437076102 29,568 3,804
2017-01-25 2016-12-31 13F HOME DEPOT COMMON 437076102 29,843 275 0.93 4,001 5.18 0.0243
2016-10-20 2016-09-30 13F HOME DEPOT COMMON 437076102 29,568 850 2.96 3,804 3.74 0.0232
2016-07-14 2016-06-30 13F HOME DEPOT COMMON 437076102 28,718 -765 -2.59 3,667 -6.79 0.0225
2016-04-22 2016-03-31 13F HOME DEPOT COMMON 437076102 29,483 4,699 18.96 3,934 20.05 0.0242
2016-01-20 2015-12-31 13F HOME DEPOT COMMON 437076102 24,784 523 2.16 3,277 16.95 0.0201
2015-10-26 2015-09-30 13F HOME DEPOT COMMON 437076102 24,261 0 0.00 2,802 3.93 0.0180
2015-07-17 2015-06-30 13F HOME DEPOT COMMON 437076102 24,261 251 1.05 2,696 -1.14 0.0159
2015-04-30 2015-03-31 13F HOME DEPOT COMMON 437076102 24,010 -978 -3.91 2,727 4.00 0.0157
2015-01-20 2014-12-31 13F HOME DEPOT COMMON 437076102 24,988 -307 -1.21 2,622 13.02 0.0148
2014-10-23 2014-09-30 13F HOME DEPOT COMMON 437076102 25,295 -88 -0.35 2,320 12.90 0.0135
2014-08-14 2014-06-30 13F/A-1 HOME DEPOT COMMON 437076102 25,383 787 3.20 2,055 5.60 0.0130
2014-05-16 2014-03-31 13F HOME DEPOT COMMON 437076102 24,596 -1,374 -5.29 1,946 -8.98 0.0128
2014-02-04 2013-12-31 13F HOME DEPOT COMMON 437076102 25,970 -705 -2.64 2,138 5.68 0.0141
2013-10-29 2013-09-30 13F HOME DEPOT COMMON 437076102 26,675 0 0.00 2,023 -3.57 0.0141
2013-08-13 2013-06-30 13F HOME DEPOT COMMON 437076102 26,675 26,675 2,098 0.0144
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.