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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.

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
14
Reported value
$1.4bn
Buyers
12
Sellers
3

Breadth +9 among 95 comparable managers.

HD

Home Depot Inc

Holders
36
Reported value
$27.8bn
Buyers
21
Sellers
20

Breadth +1 among 95 comparable managers.

Who holds both, Q1 2025

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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