# Institutional investors reshuffle US stock holdings

> Live situation record from CLSTR: https://clstr.news/situations/20260806-institutional-investors-reshuffle-us-stock-holdings
> Updated: 2026-08-06T08:57:37.000Z. Sources: 3. Developments: 2.

In early August 2026, several large asset managers altered their positions in U.S. publicly traded companies. Amundi cut its stake in Dollar Tree by nearly 29%, while Arrowstreet Capital increased its holding in LendingTree by a third. A few days later, Sarasin & Partners boosted its Home Depot stake by 4%, and other major investors such as Vanguard, State Street, and Bank of America also raised their Home Depot holdings, bringing institutional ownership to over 70%. At the same time, Segall Bryant & Hamill and other investors added new positions in homebuilder D.R. Horton, lifting institutional ownership of that company to more than 90%. Across both snapshots, the pattern shows institutional investors actively rebalancing exposure to retail and home‑building firms, with some reducing and others expanding their stakes.

## Timeline

### 2026-08-06: Institutional investors boost holdings in Home Depot and D.R. Horton

Sarasin & Partners raised its Home Depot stake to 687,219 shares, while Segall Bryant & Hamill bought 9,179 D.R. Horton shares, bringing institutional ownership of both firms to over 70% and 90% respectively.

3 sources. https://clstr.news/cluster/institutional-investors-boost-holdings-in-home-depot-and-dr-horton

### 2026-08-01: Institutional Investors Adjust Stakes in Dollar Tree and LendingTree

Amundi cut its Dollar Tree stake by 28.8% to $110 M, while Arrowstreet Capital raised its LendingTree holding by 33.3% to $11.8 M, showing active institutional rebalancing.

2 sources. https://clstr.news/cluster/institutional-investors-adjust-stakes-in-dollar-tree-and-lendingtree

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Cite as: Institutional investors reshuffle US stock holdings. CLSTR, https://clstr.news/situations/20260806-institutional-investors-reshuffle-us-stock-holdings