HRB (BLOCK H & R INC) is held by 3 tracked superinvestors with an aggregate position value of $54M based on the most recent SEC 13F filings. Top institutional holders include: Li Lu, Ray Dalio, Lee Ainslie.

How much HRB do superinvestors hold in aggregate?

Across 3 tracked managers, superinvestors collectively report $54M in HRB positions worth 1,693,378 shares.

What is the largest holder of HRB?

The largest tracked holder of HRB is Li Lu (Himalaya Capital Management) with 1,626,906 shares worth $52M, representing 1.61% of their portfolio.

← Top Holdings

HRBBLOCK H & R INC

CUSIP: 093671105

Guru Owners

$53.7M

Total Value Held

1.7M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Li Lu	Himalaya Capital Management	1626906	$51.6M	1.61%	$31.74	Q1 2026
Ray Dalio	Bridgewater Associates	46529	$1.5M	0.01%	$31.74	Q1 2026
Lee Ainslie	Maverick Capital	19943	$633K	0.01%	$31.74	Q1 2026

Li Lu

$51.6M

1.61%

Ray Dalio

$1.5M

0.01%

Lee Ainslie

$633K

0.01%

📊 Fundamentals

Market Cap$5.0B

P/E Ratio7.1x

Below market avg

Forward P/E6.8x

P/FCF7.6x

EPS (TTM)$5.59

Revenue (TTM)$3.9B

Profit Margin18.90%

Div Yield4.22%

Beta0.38

52-Week Range

$28.16

$57.55

Current: $39.59

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 7.1x trailing earnings → 6.8x forward · 18.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '263 owners · $53.7M

NEWLi Lu$51.6M

INCREASEDRay Dalio$1.5M

INCREASEDLee Ainslie$633K

Q4 '252 owners · $24.8M

REDUCEDRay Dalio$19.9M

NEWLee Ainslie$5.0M

Q3 '251 owners · $30.7M

REDUCEDRay Dalio$30.7M

Q2 '251 owners · $34.7M

INCREASEDRay Dalio$34.7M

SOLDLee Ainslie

Q1 '252 owners · $30.8M

INCREASEDRay Dalio$28.8M

NEWLee Ainslie$2.0M

Q4 '241 owners · $23.3M

INCREASEDRay Dalio$23.3M

SOLDLee Ainslie

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

4%analyst est. 3.8%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

16.8%current: 16.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

HRB: Held by 3 superinvestors · 1 congress member trade

BUYVal HoyleD

$1,001 - $15,0002024-10-29