- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 15 Aug 2025
- latest of these filings; the earliest 7 Aug 2025
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 9 listed it in both
- Shares listed
- 23,467,600
- combined, among listed positions
- Reported value
- $1.3bn
- combined, at the quarter end
Among the 95 comparable managers: 8 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing HRB in Q2 2025
Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Fidelity (FMR LLC) | 13,850,032 | $760m | under 0.1% | Trimmed | -844,792 | 14 Aug 2025 (the filing on sec.gov) |
| Wellington Management Group LLP | 2,252,526 | $124m | under 0.1% | Added | +110,538 | 14 Aug 2025 (the filing on sec.gov) |
| AQR Capital Management LLC | 1,617,221 | $89m | 0.07% | Trimmed | -171,819 | 14 Aug 2025 (the filing on sec.gov) |
| Arrowstreet Capital LP | 1,598,656 | $88m | 0.06% | Added | +83,103 | 13 Aug 2025 (the filing on sec.gov) |
| D. E. Shaw & Co. | 1,134,593 | $62m | under 0.1% | Added | +172,575 | 14 Aug 2025 (the filing on sec.gov) |
| Marshall Wace LLP | 1,091,626 | $60m | 0.07% | Added | +215,472 | 13 Aug 2025 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 863,653 | $47m | 0.17% | Added | +255,900 | 14 Aug 2025 (the filing on sec.gov) |
| Bridgewater Associates LP | 632,818 | $35m | 0.14% | Added | +108,375 | 13 Aug 2025 (the filing on sec.gov) |
| Acadian Asset Management LLC | 377,756 | $21m | under 0.1% | New | new | 7 Aug 2025 (the filing on sec.gov) |
| Caxton Associates LLP | 48,719 | $2.7m | 0.07% | Added | +10,747 | 15 Aug 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.
Increases
- Acadian Asset Management LLCnew position · 377,756 shares now+377,756
- Voloridge Investment Management LLCexisting position · 863,653 shares now+255,900
- Marshall Wace LLPexisting position · 1,091,626 shares now+215,472
- D. E. Shaw & Co.existing position · 1,134,593 shares now+172,575
- Wellington Management Group LLPexisting position · 2,252,526 shares now+110,538
Reductions
- Fidelity (FMR LLC)existing position · 13,850,032 shares now-844,792
- AQR Capital Management LLCexisting position · 1,617,221 shares now-171,819
New positions and exits
At least these many: a manager is shown exiting only where its own filing shows the position gone.
New (1)
Exited (1)
- Maverick Capital Ltdwas $2.0m
Ownership over time
Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 5 in Q2 2026
Tracked managers listing it, at least.
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 14 | $2.0bn | n.a. | n.a. |
| Q3 2013 | 13 | $1.9bn | n.a. | n.a. |
| Q4 2013 | 13 | $2.0bn | n.a. | n.a. |
| Q1 2014 | 16 | $2.1bn | n.a. | n.a. |
| Q2 2014 | 17 | $2.1bn | n.a. | n.a. |
| Q3 2014 | 17 | $1.8bn | n.a. | n.a. |
| Q4 2014 | 11 | $1.6bn | n.a. | n.a. |
| Q1 2015 | 9 | $1.4bn | n.a. | n.a. |
| Q2 2015 | 17 | $1.1bn | n.a. | n.a. |
| Q3 2015 | 17 | $1.4bn | n.a. | n.a. |
| Q4 2015 | 8 | $805m | n.a. | n.a. |
| Q1 2016 | 9 | $676m | n.a. | n.a. |
| Q2 2016 | 10 | $777m | n.a. | n.a. |
| Q3 2016 | 6 | $698m | n.a. | n.a. |
| Q4 2016 | 7 | $339m | n.a. | n.a. |
| Q1 2017 | 14 | $490m | n.a. | n.a. |
| Q2 2017 | 16 | $582m | n.a. | n.a. |
| Q3 2017 | 7 | $434m | n.a. | n.a. |
| Q4 2017 | 10 | $445m | n.a. | n.a. |
| Q1 2018 | 10 | $416m | n.a. | n.a. |
| Q2 2018 | 13 | $383m | n.a. | n.a. |
| Q3 2018 | 10 | $369m | n.a. | n.a. |
| Q4 2018 | 11 | $532m | n.a. | n.a. |
| Q1 2019 | 11 | $496m | n.a. | n.a. |
| Q2 2019 | 14 | $652m | n.a. | n.a. |
| Q3 2019 | 10 | $495m | n.a. | n.a. |
| Q4 2019 | 14 | $526m | n.a. | n.a. |
| Q1 2020 | 7 | $250m | n.a. | n.a. |
| Q2 2020 | 7 | $184m | n.a. | n.a. |
| Q3 2020 | 12 | $354m | n.a. | n.a. |
| Q4 2020 | 10 | $254m | n.a. | n.a. |
| Q1 2021 | 8 | $211m | n.a. | n.a. |
| Q2 2021 | 6 | $144m | n.a. | n.a. |
| Q3 2021 | 6 | $130m | n.a. | n.a. |
| Q4 2021 | 4 | $93m | n.a. | n.a. |
| Q1 2022 | 5 | $76m | n.a. | n.a. |
| Q2 2022 | 11 | $828m | n.a. | n.a. |
| Q3 2022 | 12 | $1.3bn | n.a. | n.a. |
| Q4 2022 | 13 | $1.3bn | n.a. | n.a. |
| Q1 2023 | 11 | $1.3bn | n.a. | n.a. |
| Q2 2023 | 10 | $1.1bn | n.a. | n.a. |
| Q3 2023 | 10 | $1.5bn | n.a. | n.a. |
| Q4 2023 | 9 | $1.5bn | 3 | 7 |
| Q1 2024 | 10 | $1.5bn | 6 | 4 |
| Q2 2024 | 7 | $1.6bn | 3 | 5 |
| Q3 2024 | 10 | $1.7bn | 6 | 5 |
| Q4 2024 | 7 | $1.0bn | 4 | 5 |
| Q1 2025 | 14 | $1.4bn | 12 | 3 |
| Q2 2025 | 10 | $1.3bn | 8 | 3 |
| Q3 2025 | 10 | $1.1bn | 8 | 2 |
| Q4 2025 | 8 | $940m | 18 | 16 |
| Q1 2026 | 6 | $92m | 13 | 17 |
| Q2 2026 | 5 | $1.0bn | 10 | 16 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
HRB and AMZN →HRB and TSLA →HRB and HD →Choose a stock to compare with HRB →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own HRB, latest filings →Back to the 13F Explorer →