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HRB · HD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

HRBHD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HRB
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterHRBHD
Q3 202012 holders, $354m34 holders, $35.3bn
Q4 202010 holders, $254m35 holders, $33.8bn
Q1 20218 holders, $211m28 holders, $38.9bn
Q2 20216 holders, $144m23 holders, $40.0bn
Q3 20216 holders, $130m19 holders, $40.3bn
Q4 20214 holders, $93m28 holders, $49.9bn
Q1 20225 holders, $76m38 holders, $33.3bn
Q2 202211 holders, $828m36 holders, $29.9bn
Q3 202212 holders, $1.3bn33 holders, $29.8bn
Q4 202213 holders, $1.3bn24 holders, $33.3bn
Q1 202311 holders, $1.3bn25 holders, $31.2bn
Q2 202310 holders, $1.1bn31 holders, $32.5bn
Q3 202310 holders, $1.5bn37 holders, $31.3bn
Q4 20239 holders, $1.5bn30 holders, $34.1bn
Q1 202410 holders, $1.5bn31 holders, $36.5bn
Q2 20247 holders, $1.6bn34 holders, $29.2bn
Q3 202410 holders, $1.7bn37 holders, $34.4bn
Q4 20247 holders, $1.0bn42 holders, $31.7bn
Q1 202514 holders, $1.4bn36 holders, $27.8bn
Q2 202510 holders, $1.3bn40 holders, $28.8bn
Q3 202510 holders, $1.1bn36 holders, $33.0bn
Q4 20258 holders, $940m38 holders, $28.9bn
Q1 20266 holders, $92m35 holders, $30.6bn
Q2 20265 holders, $1.0bn31 holders, $34.8bn
HRB

Block H & R Inc

Holders
9
Reported value
$1.5bn
Buyers
3
Sellers
7

Breadth -4 among 93 comparable managers.

Consumer discretionary
HD

Home Depot Inc

Holders
30
Reported value
$34.1bn
Buyers
10
Sellers
22

Breadth -12 among 93 comparable managers.

Consumer discretionary

Who holds both, Q4 2023

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HRB (1)

Bridgewater Associates LP

Only HD (22)

Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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