2 hedge funds and family offices disclose a HRB position in their latest SEC 13F filing — combined $5.3M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Lee Ainslie | Maverick Capital Ltd | 114,426 | $5.0M | 0.05% | 2025-12-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 8,759 | $334K | 0.00% | 2026-06-30 |
As of the latest 13F window, 2 tracked superinvestors hold HRB. The largest disclosed position is Lee Ainslie at $5.0M (0.1% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying HRB, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
2 hedge funds and family offices disclose a HRB position in their latest SEC 13F filing — combined $5.3M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Lee Ainslie | Maverick Capital Ltd | 114,426 | $5.0M | 0.05% | 2025-12-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 8,759 | $334K | 0.00% | 2026-06-30 |
As of the latest 13F window, 2 tracked superinvestors hold HRB. The largest disclosed position is Lee Ainslie at $5.0M (0.1% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying HRB, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
