HRB

BLOCK H & R INC

15 superinvestors own HRB

Based on latest 13F filings — data is 45–90 days delayed

Investor	Fund	Weight	Shares	Value	Quarter	Activity
Bill Miller	Miller Value Partners	1.81%	63,000	$3.0M	2023Q4	Reduced
William Von Mueffling	Cantillon Capital Management	1.65%	2,379,789	$80.2M	2014Q4	Added
Li Lu	Himalaya Capital Management	1.61%	1,626,906	$51.6M	2026Q1	New
David Katz	Matrix Asset Advisors	0.94%	669,040	$14.2M	2007Q3	Added
Alex Roepers	Atlantic Investment Management	0.68%	300,000	$5.3M	2010Q1	New
Thomas Gayner	Markel Group	0.43%	325,000	$7.5M	2006Q4	Held
Viking Global Investors	Viking Global Investors	0.39%	3,124,772	$96.9M	2014Q3	Reduced
First Eagle Investment Management	First Eagle Investment Management	0.28%	5,468,132	$77.0M	2020Q1	Reduced
Jensen Investment Management	Jensen Investment Management	0.01%	26,030	$593K	2018Q2	Held
Lee Ainslie	Maverick Capital	0.01%	19,943	$633K	2026Q1	Reduced
Ruane Cunniff	Sequoia Fund	0.01%	19,271	$975K	2005Q1	Reduced
Bill Nygren	Oakmark Select Fund – Harris Associates	0.00%	98,900	$1.6M	2012Q2	Added
Christopher Davis	Davis Selected Advisers	0.00%	92,070	$1.5M	2011Q1	Reduced
Richard Pzena	Pzena Investment Management	0.00%	35,906	$843K	2019Q4	New
Kenneth Fisher	Fisher Asset Management	0.00%	43,095	$1.1M	2018Q1	Added

Open-market purchases (P) and sales (S) from SEC Form 4 filings · last 12 months

No open-market insider trades in the last 12 months.

Form 4 filings for option exercises and other transaction types are excluded.

STOCK Act disclosures · last 12 months

Congressional trade data coming soon.

We are sourcing STOCK Act disclosures and will display them here shortly.

What Is SEC Form 4?

Understand the insider trade filings behind HRB activity.

What Is a 13F Filing?

How superinvestors disclose their quarterly holdings.

Insider Cluster Buying

Why multiple insiders buying together is a strong signal.

Superinvestor Consensus

The most widely held stocks across all tracked institutions.