Baillie Gifford Boosts Stake in Home Depot

Investment firm increases holdings in home improvement retailer by 16.8%

Apr. 14, 2026 at 7:35am

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An extreme close-up of the intricate, heavy machinery inside a bank vault, conveying the secure, industrial nature of financial institutions and investments.Baillie Gifford's increased stake in Home Depot signals confidence in the home improvement retailer's long-term growth potential.Atlanta Today

Baillie Gifford & Co., a major institutional investor, has increased its stake in The Home Depot, Inc. by 16.8% in the fourth quarter, according to a recent SEC filing. The firm now owns 150,964 shares of the home improvement retailer's stock, valued at $51.9 million.

Why it matters

This investment move by Baillie Gifford, a respected global asset management firm, signals their confidence in Home Depot's long-term growth potential. As one of the largest shareholders, Baillie Gifford's increased stake could influence the company's strategic direction and investor sentiment.

The details

Baillie Gifford & Co. acquired an additional 21,698 shares of Home Depot stock in the fourth quarter, bringing its total holdings to 150,964 shares. This represents a 16.8% increase in the firm's position. Home Depot's stock has seen some volatility in recent months, trading between $315 and $426 over the past 52 weeks.

  • Baillie Gifford & Co. filed its 13F report for the fourth quarter of 2025 on April 14, 2026.
  • The firm increased its Home Depot holdings during the three-month period ending December 31, 2025.

The players

Baillie Gifford & Co.

A global asset management firm based in Edinburgh, Scotland, with over $400 billion in assets under management.

The Home Depot, Inc.

A leading home improvement retailer headquartered in Atlanta, Georgia, with over 2,300 stores across North America.

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The takeaway

Baillie Gifford's increased stake in Home Depot suggests the investment firm sees continued growth potential in the home improvement sector, even as the broader economy faces some uncertainty. This move could signal increased institutional confidence in Home Depot's ability to navigate market challenges and maintain its leadership position.