Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.
HRB
H&R BLOCK INCData as of 2026 Q1 (03-31) · 13F snapshot
Summary
H&R BLOCK INC (HRB) is held by 11 tracked hedge-fund managers, a combined reported value of ~$359.82M; the largest are Dan Loeb, Ken Griffin, Li Lu. This quarter: 1 new, 1 added, 2 trimmed, 1 closed. 6 members of Congress have disclosed STOCK Act trades. Data as of 2026 Q1, from public SEC 13F filings, delayed up to ~45 days.
Attention · HighThis quarter · Mixed
Gurus holding11
Congress trades6
Price$36.52vs quarter-end+15.06%
Sectors0
This quarter's moves
Top holderDan LoebNew1
Added1
Trimmed / sold3
Li LuNew large stake
Value $51.64M1.6% of portfolio1,626,9062026 Q1
Value $5.49M— of portfolio100,0002025 Q1
Bill MillerBig trim
Value $3.05M1.9% of portfolio63,0002023 Q4
Value $2.94M— of portfolio92,7002026 Q1
Value $2.02M— of portfolio63,7002026 Q1
Value $2.00M— of portfolio40,7002024 Q1
Value $1.79M— of portfolio56,5002026 Q1
Value $1.51M— of portfolio47,7002026 Q1
Value $117.0K— of portfolio5,0002021 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Li Lu | $51.64M | 1.6% | New large stake |
| Izzy EnglanderPUT | $5.49M | — | — |
| Bill Miller | $3.05M | 1.9% | Big trim |
| Steven CohenPUT | $2.94M | — | — |
| Steven CohenCALL | $2.02M | — | — |
| Izzy EnglanderCALL | $2.00M | — | — |
| Ken GriffinCALL | $1.79M | — | — |
| Ken GriffinPUT | $1.51M | — | — |
| Paul Singer | $117.0K | — | — |