D.R. Horton, Inc.
GB ˙ LSE ˙ US23331A1097
146,50 $ ↑1,60 (1,10%)
2026-06-05
DEL PRIS
SecurityGB:0I6K / D.R. Horton, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership8,385 shares
Latest Disclosed Value $ 1,150,627
EP Wealth Advisors, Inc. reports 16.17% decrease in ownership of 0I6K / D.R. Horton, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 8,385 shares of D.R. Horton, Inc. (GB:0I6K) valued at $1,144,636 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 10,002 shares of D.R. Horton, Inc.. This represents a change in shares of -16.17% during the quarter. The current value of the position is $1,228,402 USD.

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)
2026-05-14 2026-03-31 13F D R HORTON COM 23331A109 8,385 -1,617 -16.17 1,151 -20.14 0.0057
2026-02-18 2025-12-31 13F D R HORTON COM 23331A109 10,002 1,675 20.12 1,441 34.20 0.0075
2025-08-14 2025-06-30 13F D R HORTON COM 23331A109 8,327 122 1.49 1,073 2.88 0.0071
2025-05-15 2025-03-31 13F D R HORTON COM 23331A109 8,205 404 5.18 1,043 -4.31 0.0083
2025-02-14 2024-12-31 13F D R HORTON COM 23331A109 7,801 -116 -1.47 1,091 -27.81 0.0089
2024-11-15 2024-09-30 13F D R HORTON COM 23331A109 7,917 572 7.79 1,510 45.89 0.0130
2024-08-19 2024-06-30 13F D R HORTON COM 23331A109 7,345 384 5.52 1,035 -9.61 0.0110
2024-05-14 2024-03-31 13F D R HORTON COM 23331A109 6,961 27 0.39 1,145 8.74 0.0134
2024-02-28 2023-12-31 13F D R HORTON COM 23331A109 6,934 -120 -1.70 1,054 38.92 0.0134
2023-11-24 2023-09-30 13F D R HORTON COM 23331A109 7,054 -111 -1.55 758 -9.22 0.0118
2023-08-14 2023-06-30 13F D R HORTON COM 23331A109 7,165 2,965 70.60 836 219.92 0.0120
2023-06-05 2023-03-31 13F D R HORTON COM 23331A109 4,200 -1,385 -24.80 262 -47.48 0.0045
2023-06-12 2022-12-31 13F D R HORTON COM 23331A109 5,585 5,585 498 0.0090
2022-12-02 2022-09-30 13F D R HORTON COM 23331A109 0 -11,487 -100.00 0 -100.00
2022-08-11 2022-06-30 13F D R HORTON COM 23331A109 11,487 -2,057 -15.19 760 -24.68 0.0171
2022-05-20 2022-03-31 13F D R HORTON COM 23331A109 13,544 -342 -2.46 1,009 -33.00 0.0222
2022-02-17 2021-12-31 13F D R HORTON COM 23331A109 13,886 -398 -2.79 1,506 25.60 0.0356
2021-11-23 2021-09-30 13F/A-1 D R HORTON COM 23331A109 14,284 -3,991 -21.84 1,199 -27.42 0.0329
2021-11-16 2021-09-30 13F D R HORTON COM 23331A109 113,396 95,121 1,199 0.0329
2021-08-24 2021-06-30 13F D R HORTON COM 23331A109 18,275 -542 -2.88 1,652 -1.49 0.0458
2021-05-17 2021-03-31 13F D R HORTON COM 23331A109 18,817 14,977 390.03 1,677 532.83 0.0533
2021-02-18 2020-12-31 13F D R HORTON COM 23331A109 3,840 -103 -2.61 265 -11.07 0.0093
2020-11-17 2020-09-30 13F D R HORTON COM 23331A109 3,943 0 0.00 298 36.07 0.0128
2020-08-14 2020-06-30 13F D R HORTON COM 23331A109 3,943 3,943 0.00 219 -26.51 0.0094
2020-05-18 2020-03-31 13F D R HORTON COM 23331A109 0 -4,240 -100.00 0 -100.00
2020-02-14 2019-12-31 13F D R HORTON COM 23331A109 4,240 -4 -0.09 224 0.00 0.0092
2019-11-18 2019-09-30 13F D R HORTON COM 23331A109 4,244 4,244 0.09 224 0.00 0.0111
2018-11-15 2018-09-30 13F D R HORTON COM 23331A109 0 -5,070 -100.00 0 -100.00
2018-08-14 2018-06-30 13F D R HORTON COM 23331A109 5,070 -62 -1.21 208 -7.56 0.0196
2018-05-15 2018-03-31 13F D R HORTON COM 23331A109 5,132 5,132 225 0.0217
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.