H&R BLOCK INC (HRB) Institutional Ownership Changes & 13F Activity

H&R BLOCK INC (HRB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Himalaya Capital Management, Sequoia Financial Advisors, Renaissance Technologies LLC, Miller Value Partners, and Fairfax Financial Holdings.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2013Renaissance Technologies LLCBuy984,4002,626,700$70,028
Q3 2013First Eagle U.S. ValueBuy75,7795,625,500$149,976
Q2 2013Viking Global InvestorsBuy21,995,36521,995,365$610,371
Q2 2013Lone Pine CapitalBuy7,636,0447,636,044$211,900
Q2 2013First Eagle U.S. ValueBuy5,549,7215,549,721$154,005
Q2 2013Renaissance Technologies LLCBuy1,642,3001,642,300$45,574
Q2 2013Meritage GroupBuy1,362,8311,362,831$37,819

Frequently asked questions about HRB activity

  • Which institutional owners are buying HRB?

    Institutional owners buying HRB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HRB activity?

    "Buy" means an investor increased their reported position in HRB compared to the prior reporting period. This reflects growing exposure to H&R BLOCK INC (HRB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HRB increasing?

    Institutional interest in HRB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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