Who owns HRB? 13F holders and whale ownership
HRB is tracked across public portfolios in Whale Analyzer. This page answers who owns HRB, which top funds are buying HRB, aggregate disclosed value, and recent position changes based on public data. Li Lu is the largest reported holder at $52M; the top five funds control 100.0% of reported ownership; institutions were net buying last quarter (1 increased, 0 reduced); the stock trades above the aggregate whale cost basis of $31.73. Top tracked holders include Li Lu.
Continue to the live HRB dashboardTop holders
| Investor | Reported value | Shares | Change |
|---|---|---|---|
| Li Lu 13F portfolio Himalaya Capital Management holdings | $51.6M | 1.6M | New |
Ownership concentration
Reported ownership of HRB is highly concentrated across tracked institutions.
- Single largest holder: 100.0% of reported ownership
- Top 5 holders: 100.0%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 1 tracked institutions, 1 increased. Net positioning is net buying.
- Li Lu — Himalaya Capital Management ($51.6M) · avg cost $31.73
Whale cost basis vs current price
The aggregate tracked cost basis is $31.73 versus a current price of $37.22, so HRB trades above its cost basis (+17.3%). Average unrealized P&L across tracked holders: 25%.
Sector positioning — Financials
HRB sits within the Financials sector alongside 84 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live HRB dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
Related stock holder pages
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- BRK.B whale holders — BERKSHIRE HATHAWAY INC DEL
- EWBC whale holders — EAST WEST BANCORP INC
- BAC whale holders — BK OF AMERICA CORP
- OXY whale holders — OCCIDENTAL PETE CORP
- CROX whale holders — CROCS INC
Learn more in Whale Analyzer Academy
Deepen your read on HRB with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns HRB stock?
Whale Analyzer tracks 1 public institutional holders of HRB with a combined reported value of $51.6M. See the holder table above for the largest tracked positions.
Which top funds are buying HRB?
Tracked institutions were net buying last quarter — 1 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is HRB ownership?
The top five tracked holders report 100.0% of aggregate ownership.
Is HRB above or below the whale cost basis?
The aggregate tracked cost basis is $31.73 versus a current price of $37.22 (+17.3%).
What does 13F ownership mean for HRB?
Use the interactive HRB dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.