13FPulse
中
DH

DHI DR HORTON INC

2026Q2 · CUSIP 23331A109 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,206
Institutions that reported holding it to the SEC
Net increase in holders
+65
Last quarter 1,141 → now 1,206
How unusual is that
Top 5%
Stronger buying than 96% of US stocks
What the filings say, in one paragraph

1,206 funds held DHI at the end of 2026Q2, up 65 from the quarter before. That is stronger buying than 96.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $33.3B(YoY -3.5%), the P/E is 13.5x, return on equity is 12.8%. DHI has had 26 buying rushes in its history, and the price moved +8.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=356 2013Q4: holders=372 2014Q1: holders=397 2014Q2: holders=387 2014Q3: holders=407 2014Q4: holders=405 2015Q1: holders=438 2015Q2: holders=425 2015Q3: holders=488 2015Q4: holders=514 2016Q1: holders=475 2016Q2: holders=490 2016Q3: holders=515 2016Q4: holders=532 2017Q1: holders=555 2017Q2: holders=552 2017Q3: holders=542 2017Q4: holders=634 2018Q1: holders=642 2018Q2: holders=626 2018Q3: holders=622 2018Q4: holders=602 2019Q1: holders=609 2019Q2: holders=605 2019Q3: holders=662 2019Q4: holders=711 2020Q1: holders=658 2020Q2: holders=712 2020Q3: holders=743 2020Q4: holders=832 2021Q1: holders=837 2021Q2: holders=860 2021Q3: holders=880 2021Q4: holders=975 2022Q1: holders=894 2022Q2: holders=827 2022Q3: holders=814 2022Q4: holders=853 2023Q1: holders=862 2023Q2: holders=919 2023Q3: holders=939 2023Q4: holders=1058 2024Q1: holders=1084 2024Q2: holders=1066 2024Q3: holders=1184 2024Q4: holders=1119 2025Q1: holders=1096 2025Q2: holders=1099 2025Q3: holders=1201 2025Q4: holders=1183 2026Q1: holders=1141 2026Q2: holders=1206 -119 -59.5 +0 +59.5 +119 3207941267 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 26 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2025Q3 Top 5% +19.2% +3.5%
2024Q3 Top 1% in the market -21.7% -25.9%
2024Q1 Top 20% +20.0% +7.1%
2023Q4 Top 5% +7.5% +28.9%
2023Q3 Top 10% +12.9% +18.1%
2023Q2 Top 5% +5.1% +19.0%
2023Q1 Top 20% +4.0% +14.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
335
Change in large funds
+33
Total value they hold
$40.7B
Funds buying for the first time
183
Funds that sold out entirely
118
Price change that quarter
+2.8%
Funds holding puts (bearish)
25
Funds holding calls (bullish)
23

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
13.5
EPS (TTM)
$10.49
EPS YoY
-15.7%
Revenue (TTM)
$33.3B
Revenue YoY
-3.5%
Net margin
9.2%
ROE
12.8%
Debt ratio
33.1%
FCF (TTM)
$3.2B
Dividend (TTM)
$1.75
Quarterly Revenue & EPS
2022-09-30: EPS 4.64 2022-12-31: EPS 2.76 2023-03-31: EPS 2.73 2023-06-30: EPS 3.90 2023-09-30: EPS 4.43 2023-12-31: EPS 2.82 2024-03-31: EPS 3.52 2024-06-30: EPS 4.10 2024-09-30: EPS 3.90 2024-12-31: EPS 2.61 2025-03-31: EPS 2.58 2025-06-30: EPS 3.36 2025-09-30: EPS 3.02 2025-12-31: EPS 2.03 2026-03-31: EPS 2.24 2026-06-30: EPS 3.20 0B 5.3B 10.5B $B 0.00 2.55 5.10 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 11 8 12 16 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-702M863M2.4B 20162017201820192020202120222023202420252026
Latest quarter $-450M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.