- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 14 Nov 2025
- latest of these filings; the earliest 12 Nov 2025
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 6 listed it in both
- Shares listed
- 21,528,067
- combined, among listed positions
- Reported value
- $1.1bn
- combined, at the quarter end
Among the 95 comparable managers: 8 buyers (opened or added shares) and 2 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 Q3 2025
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Fidelity (FMR LLC) | 14,383,011 | $727m | under 0.1% | Added | +532,979 | 13 Nov 2025 (the filing on sec.gov) |
| AQR Capital Management LLC | 2,593,290 | $131m | 0.08% | Added | +976,069 | 14 Nov 2025 (the filing on sec.gov) |
| Arrowstreet Capital LP | 1,990,367 | $101m | 0.06% | Added | +391,711 | 13 Nov 2025 (the filing on sec.gov) |
| Marshall Wace LLP | 1,198,558 | $61m | 0.06% | Added | +106,932 | 13 Nov 2025 (the filing on sec.gov) |
| Bridgewater Associates LP | 606,262 | $31m | 0.12% | Trimmed | -26,556 | 13 Nov 2025 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 284,908 | $14m | under 0.1% | Trimmed | -578,745 | 14 Nov 2025 (the filing on sec.gov) |
| Woodline Partners LP | 260,532 | $13m | 0.06% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 116,295 | $5.9m | 0.06% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| Quantbot Technologies LP | 71,856 | $3.6m | 0.10% | Added | n.a. | 12 Nov 2025 (the filing on sec.gov) |
| Freestone Grove Partners LP | 22,988 | $1.2m | under 0.1% | New | new | 14 Nov 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- AQR Capital Management LLCexisting position · 2,593,290 shares now+976,069
- Fidelity (FMR LLC)existing position · 14,383,011 shares now+532,979
- Arrowstreet Capital LPexisting position · 1,990,367 shares now+391,711
- Woodline Partners LPnew position · 260,532 shares now+260,532
- ExodusPoint Capital Management LPnew position · 116,295 shares now+116,295
Reductions
- Voloridge Investment Management LLCexisting position · 284,908 shares now-578,745
- Bridgewater Associates LPexisting position · 606,262 shares now-26,556
New positions and exits
New (3)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| 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 →