1 tracked superinvestor hold BLOCK H & R INC (HRB), worth $52M combined, led by Li Lu. Smart money is accumulating HRB as of the latest 13F filings.
Current price
$38.66
-27.2%
1Y
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its…
Market cap
$4.0B
P/E
7.3
Div yield
4.2%
Revenue YoY
4.2%
Analyst target
$41
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$52M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating HRB: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
BLOCK H & R INC (HRB) is held by 1 tracked funds worth $52M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Li Lu at 1.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Li Lu), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 1.6% | $52M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own HRB?
1 tracked funds hold BLOCK H & R INC (HRB), the largest being Li Lu (Himalaya Capital) at 1.6% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling HRB?
In the most recent 13F quarter, 1 tracked fund added or opened HRB and 0 trimmed it, including 1 brand-new position.
How much HRB do tracked funds hold?
Combined disclosed long exposure to HRB across tracked superinvestors is $52M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.