D.R. Horton, Inc.
MX ˙ BMV ˙ US23331A1097
SecurityMX:DHI / D.R. Horton, Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership4,523 shares
Latest Disclosed Value $ 620,646
Evercore Wealth Management, LLC ownership in DHI / D.R. Horton, Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,523 shares of D.R. Horton, Inc. (MX:DHI) valued at $620,646 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,523 shares of D.R. Horton, Inc.. This represents a change in shares of 0.00% 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 D R HORTON COM 23331A109 4,523 0 0.00 621 -4.76 0.0098
2026-02-17 2025-12-31 13F D R HORTON COM 23331A109 4,523 -49 -1.07 651 -15.89 0.0095
2025-11-14 2025-09-30 13F D R HORTON COM 23331A109 4,572 0 0.00 775 31.41 0.0114
2025-08-14 2025-06-30 13F D R HORTON COM 23331A109 4,572 0 0.00 589 1.38 0.0092
2025-05-15 2025-03-31 13F D R HORTON COM 23331A109 4,572 0 0.00 581 -9.08 0.0093
2025-02-14 2024-12-31 13F D R HORTON COM 23331A109 4,572 0 0.00 639 -26.72 0.0096
2024-11-14 2024-09-30 13F D R HORTON COM 23331A109 4,572 -100 -2.14 872 32.52 0.0131
2024-08-14 2024-06-30 13F D R HORTON COM 23331A109 4,672 -22 -0.47 658 -14.77 0.0104
2024-05-15 2024-03-31 13F D R HORTON COM 23331A109 4,694 -6 -0.13 772 8.12 0.0121
2024-02-14 2023-12-31 13F D R HORTON COM 23331A109 4,700 28 0.60 714 42.23 0.0120
2023-11-14 2023-09-30 13F D R HORTON COM 23331A109 4,672 0 0.00 502 -11.62 0.0094
2023-08-04 2023-06-30 13F D R HORTON COM 23331A109 4,672 0 0.00 569 24.56 0.0104
2023-05-15 2023-03-31 13F D R HORTON COM 23331A109 4,672 0 0.00 456 9.62 0.0091
2023-02-14 2022-12-31 13F D R HORTON COM 23331A109 4,672 353 8.17 416 42.96 0.0087
2022-11-14 2022-09-30 13F D R HORTON COM 23331A109 4,319 0 0.00 291 1.75 0.0066
2022-08-15 2022-06-30 13F D R HORTON COM 23331A109 4,319 0 0.00 286 -11.18 0.0060
2022-05-16 2022-03-31 13F D R HORTON COM 23331A109 4,319 0 0.00 322 -31.20 0.0057
2022-02-14 2021-12-31 13F D R HORTON COM 23331A109 4,319 0 0.00 468 28.93 0.0076
2021-11-15 2021-09-30 13F D R HORTON COM 23331A109 4,319 0 0.00 363 -6.92 0.0066
2021-08-16 2021-06-30 13F D R HORTON COM 23331A109 4,319 -42 -0.96 390 0.26 0.0071
2021-05-17 2021-03-31 13F D R HORTON COM 23331A109 4,361 -310 -6.64 389 20.81 0.0077
2021-02-16 2020-12-31 13F D R HORTON COM 23331A109 4,671 31 0.67 322 -8.26 0.0069
2020-11-16 2020-09-30 13F D R HORTON COM 23331A109 4,640 90 1.98 351 39.29 0.0086
2020-08-13 2020-06-30 13F D R HORTON COM 23331A109 4,550 4,550 252 0.0067
2020-05-14 2020-03-31 13F D R HORTON COM 23331A109 0 -5,668 -100.00 0 -100.00
2020-02-13 2019-12-31 13F D R HORTON COM 23331A109 5,668 -17 -0.30 299 -0.33 0.0081
2019-11-14 2019-09-30 13F D R HORTON COM 23331A109 5,685 247 4.54 300 27.66 0.0088
2019-08-13 2019-06-30 13F D R HORTON COM 23331A109 5,438 62 1.15 235 5.86 0.0071
2019-05-14 2019-03-31 13F D R HORTON COM 23331A109 5,376 5,376 222 0.0072
2018-05-14 2018-03-31 13F D R HORTON COM 23331A109 0 -3,700 -100.00 0 -100.00
2018-02-13 2017-12-31 13F D R HORTON COM 23331A109 3,700 0 0.00 189 27.70 0.0070
2017-11-13 2017-09-30 13F D R HORTON COM 23331A109 3,700 0 0.00 148 15.63 0.0058
2017-08-11 2017-06-30 13F D R HORTON COM 23331A109 3,700 200 5.71 128 9.40 0.0049
2017-05-12 2017-03-31 13F D R HORTON COM 23331A109 3,500 -1,000 -22.22 117 -4.88 0.0046
2017-02-08 2016-12-31 13F D R HORTON COM 23331A109 4,500 -241 -5.08 123 -13.99 0.0051
2016-11-10 2016-09-30 13F D R HORTON COM 23331A109 4,741 0 0.00 143 -4.03 0.0059
2016-09-20 2016-06-30 13F/A-1 D R HORTON COM 23331A109 4,741 -200 -4.05 149 0.00 0.0066
2016-08-01 2016-06-30 13F D R HORTON COM 23331A109 4,941 156
2016-05-02 2016-03-31 13F D R HORTON COM 23331A109 4,941 -5,650 -53.35 149 -56.05 0.0066
2016-02-16 2015-12-31 13F D R HORTON COM 23331A109 10,591 6,791 178.71 339 205.41 0.0157
2015-11-16 2015-09-30 13F D R HORTON COM 23331A109 3,800 0 0.00 111 7.77 0.0053
2015-08-06 2015-06-30 13F D R HORTON COM 23331A109 3,800 0 0.00 103 -4.63 0.0046
2015-05-06 2015-03-31 13F D R HORTON COM 23331A109 3,800 0 0.00 108 12.50 0.0050
2015-02-13 2014-12-31 13F D R HORTON COM 23331A109 3,800 -1,000 -20.83 96 -3.03 0.0048
2014-11-13 2014-09-30 13F D R HORTON COM 23331A109 4,800 -18,650 -79.53 99 -82.81 0.0050
2014-08-14 2014-06-30 13F D R HORTON COM 23331A109 23,450 -6,900 -22.73 576 -12.33 0.0297
2014-05-15 2014-03-31 13F D R HORTON COM 23331A109 30,350 -111,800 -78.65 657 -79.29 0.0368
2014-02-11 2013-12-31 13F D R HORTON COM 23331A109 142,150 -256,922 -64.38 3,173 -59.10 0.1744
2013-11-13 2013-09-30 13F D R HORTON COM 23331A109 399,072 -151,428 -27.51 7,758 -33.77 0.4444
2013-08-14 2013-06-30 13F D R HORTON COM 23331A109 550,500 550,500 11,713 0.6629
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.