AI summary pending
View Full Filing (SEC EDGAR)H&r Block Inc
$44.05-1.2%
+$651.9M
Net Activity
+11.28% total shares
Institutions Holding
548
Popularity Rank
#1073
Avg Weight
0.15%
Total Value
$5.1B
548 institutions currently hold HRB, with 333 net buyers and 210 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
210
Net Buying Institutions
333
Top 5 by Value
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Across its top 20 institutional holders, HRB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 37/100).
HRB ranks #1073 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
HRB is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.
HRB is a top-conviction position for Framtiden Holdings Management Co LLC — at 28.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in HRB belongs to BlackRock, Inc., but the position matters far more to Framtiden Holdings Management Co LLC, who has 28.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wealth Enhancement Advisory Services, LLC has added to its HRB position for two straight quarters, increasing it by $3.5M to reach $4.6M today.
IFP Advisors, Inc has trimmed its HRB position for two straight quarters, cutting it by $21.7K while still holding $16.1K.
HRB is down 1.2% today, but institutions show net buying of $651.9M this quarter — a divergence between today's price move and the underlying institutional flow.
HRB posted net income of $733.6M over the trailing twelve months.
+$1.1B
Total Buy Value
$659.3M
Total Sell Value
333
Net Buyers
210
Net Sellers
HRB
Q2 2026
Top 5 Institutional Movers
+$266.3M
+$128.5M
+$114.3M
-$77.0M
HRB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
Filings (90d)
$110K
Total Est. Value
3K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Darling Mark J. | 2026-09-30 | $110K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Vanguard Portfolio Management | 13G/A | 2026-07-31 | 5.0% |
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)H&R Block filed an 8-K on August 11, 2026, to announce its fiscal-year 2026 results, covering the period ended June 30, 2026. This filing is mostly a formality: it says the company issued a press release with the results and attached it as Exhibit 99.1. There are no actual numbers or details in this excerpt.
View Full Filing (SEC EDGAR)093671105, 93671105
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Access HRB's institutional ownership data programmatically:
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