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HRB in the 13F filings

Block H & R Inc · CUSIP 093671105

Sector · Consumer discretionary
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 11 Feb 2025
Managers listing it
7
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 6 listed it in both
Shares listed
19,644,574
combined, among listed positions
Reported value
$1.0bn
combined, at the quarter end

Among the 94 comparable managers: 4 buyers (opened or added shares) and 5 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 Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

7 of 7 holders

ActionFiling
Fidelity (FMR LLC)14,408,991$761munder 0.1%Trimmed-4,523,4545 Nov 2026 (the filing on sec.gov)
AQR Capital Management LLC2,250,059$119m0.15%Added+120,18114 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP2,050,678$108m0.09%Added+232,09512 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP440,476$23m0.11%Added+130,81213 Feb 2025 (the filing on sec.gov)
Tudor Investment Corp291,389$15m0.06%Trimmed-184,85014 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC192,728$10munder 0.1%Addedn.a.11 Feb 2025 (the filing on sec.gov)
Caxton Associates LLP10,253$542kunder 0.1%Trimmed-16,89214 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (2)

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.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HRB by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201314$2.0bnn.a.n.a.
Q3 201313$1.9bnn.a.n.a.
Q4 201313$2.0bnn.a.n.a.
Q1 201416$2.1bnn.a.n.a.
Q2 201417$2.1bnn.a.n.a.
Q3 201417$1.8bnn.a.n.a.
Q4 201411$1.6bnn.a.n.a.
Q1 20159$1.4bnn.a.n.a.
Q2 201517$1.1bnn.a.n.a.
Q3 201517$1.4bnn.a.n.a.
Q4 20158$805mn.a.n.a.
Q1 20169$676mn.a.n.a.
Q2 201610$777mn.a.n.a.
Q3 20166$698mn.a.n.a.
Q4 20167$339mn.a.n.a.
Q1 201714$490mn.a.n.a.
Q2 201716$582mn.a.n.a.
Q3 20177$434mn.a.n.a.
Q4 201710$445mn.a.n.a.
Q1 201810$416mn.a.n.a.
Q2 201813$383mn.a.n.a.
Q3 201810$369mn.a.n.a.
Q4 201811$532mn.a.n.a.
Q1 201911$496mn.a.n.a.
Q2 201914$652mn.a.n.a.
Q3 201910$495mn.a.n.a.
Q4 201914$526mn.a.n.a.
Q1 20207$250mn.a.n.a.
Q2 20207$184mn.a.n.a.
Q3 202012$354mn.a.n.a.
Q4 202010$254mn.a.n.a.
Q1 20218$211mn.a.n.a.
Q2 20216$144mn.a.n.a.
Q3 20216$130mn.a.n.a.
Q4 20214$93mn.a.n.a.
Q1 20225$76mn.a.n.a.
Q2 202211$828mn.a.n.a.
Q3 202212$1.3bnn.a.n.a.
Q4 202213$1.3bnn.a.n.a.
Q1 202311$1.3bnn.a.n.a.
Q2 202310$1.1bnn.a.n.a.
Q3 202310$1.5bnn.a.n.a.
Q4 20239$1.5bn37
Q1 202410$1.5bn64
Q2 20247$1.6bn35
Q3 202410$1.7bn65
Q4 20247$1.0bn45
Q1 202514$1.4bn123
Q2 202510$1.3bn83
Q3 202510$1.1bn82
Q4 20258$940m1816
Q1 20266$92m1317
Q2 20265$1.0bn1016

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 →