Stock Ownership/HRB

BLOCK H & R INC (HRB): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in HRB · Consumer Discretionary. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
19
13F filers
Aggregate Value
$544.5M
Across holders
Last Price
$53.68
2026-08-24
Sector
Consumer Discretionary
GICS
Quarterly fund activity8 increased11 reduced5 exited
Full exits: MAVERICK CAPITAL LTD, Himalaya Capital Management LLC, JUPITER ASSET MANAGEMENT LTD, Walleye Capital LLC, Ancora Advisors, LLC
Institutional Holders of HRB
↗
19 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund9.62M$366.2M67.3%0.1%Added+$365.4MQ2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
Hedge Fund1.91M$72.8M13.4%0.0%Added+$12.1MQ2 2026
SHAW D E & CO INC
CIK 0001009207
Hedge Fund708K$27.0M5.0%0.0%Reduced$-58.4MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund534K$20.3M3.7%0.0%Reduced+$18.2MQ2 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund337K$12.8M2.4%0.0%Reduced+$12.8MQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund301K$11.5M2.1%0.0%Added+$9.5MQ2 2026
Grantham, Mayo, Van Otterloo & Co. LLC
CIK 0001352662
Institutional Manager271K$10.3M1.9%0.0%Added+$1.4MQ2 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund177K$6.7M1.2%0.0%Reduced$-115.0MQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund117K$4.5M0.8%0.0%Reduced$-28.1MQ2 2026
Brevan Howard Capital Management LP
CIK 0001512857
Hedge Fund89K$3.4M0.6%0.0%Added+$1.3MQ2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$366.2M· 67.3% of total· 0.1% port· 9.62M sh· +$365.4M QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded
Hedge Fund
$72.8M· 13.4% of total· 0.0% port· 1.91M sh· +$12.1M QoQ· Q2 2026
SHAW D E & CO INCReduced
Hedge Fund
$27.0M· 5.0% of total· 0.0% port· 708K sh· $-58.4M QoQ· Q2 2026
CITADEL ADVISORS LLCReduced
Hedge Fund
$20.3M· 3.7% of total· 0.0% port· 534K sh· +$18.2M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCReduced
Hedge Fund
$12.8M· 2.4% of total· 0.0% port· 337K sh· +$12.8M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$11.5M· 2.1% of total· 0.0% port· 301K sh· +$9.5M QoQ· Q2 2026
Grantham, Mayo, Van Otterloo & Co. LLCAdded
Institutional Manager
$10.3M· 1.9% of total· 0.0% port· 271K sh· +$1.4M QoQ· Q2 2026
MARSHALL WACE, LLPReduced
Hedge Fund
$6.7M· 1.2% of total· 0.0% port· 177K sh· $-115.0M QoQ· Q2 2026
Qube Research & Technologies LtdReduced
Hedge Fund
$4.5M· 0.8% of total· 0.0% port· 117K sh· $-28.1M QoQ· Q2 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$3.4M· 0.6% of total· 0.0% port· 89K sh· +$1.3M QoQ· Q2 2026
CAXTON ASSOCIATES LLPAdded
Hedge Fund
$2.6M· 0.5% of total· 0.0% port· 68K sh· +$38K QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$2.4M· 0.4% of total· 0.0% port· 63K sh· $-10.7M QoQ· Q2 2026
Man Group plcReduced
Hedge Fund
$1.3M· 0.2% of total· 0.0% port· 35K sh· $-2.5M QoQ· Q2 2026
Squarepoint Ops LLCReduced
Hedge Fund
$949K· 0.2% of total· 0.0% port· 25K sh· $-29.8M QoQ· Q2 2026
Lighthouse Investment Partners, LLCReduced
Hedge Fund
$714K· 0.1% of total· 0.0% port· 19K sh· $-806K QoQ· Q2 2026
PineBridge Investments, L.P.Reduced
Hedge Fund
$461K· 0.1% of total· 0.0% port· 9K sh· $-1.1M QoQ· Q3 2025
Bridgewater Associates, LPReduced
Hedge Fund
$334K· 0.1% of total· 0.0% port· 9K sh· $-1.4M QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$187K· 0.0% of total· 0.0% port· 5K sh· $-259K QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$19K· 0.0% of total· 0.0% port· 502 sh· — QoQ· Q2 2026
1–10 of 19
1 / 2
Loading recent insider activity…
← Stock ownership