HRB
H&R Block, Inc. · Consumer Cyclical · Personal Products & Services
Señales de momentum (gestores comparables):
amplitud de titulares +18.2% ·
flujo de acciones -6.5% ·
nuevas posiciones netas +15.4%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 126 | 0 | 94.99M | $3.62B | +8 | −7 |
| Q1 2026 | 128 | -1 | 91.31M | $2.90B | +8 | −10 |
| Q4 2025 | 128 | -1 | 98.38M | $4.29B | +2 | −2 |
| Q3 2025 | 19 | 0 | 67.82M | $3.43B | +1 | −2 |
| Q2 2025 | 17 | +1 | 64.47M | $3.54B | +1 | — |
| Q1 2025 | 13 | 0 | 19.01M | $1.04B | +1 | −1 |
| Q4 2024 | 13 | -1 | 16.97M | $898.40M | — | −1 |
| Q3 2024 | 13 | +2 | 12.90M | $819.47M | +2 | — |
| Q2 2024 | 11 | — | 13.79M | $748.14M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 2.61M | -2.2% | $166.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 2.61M | -2.2% | $166.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 2.34M | -30.6% | $148.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 2.34M | -30.6% | $148.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 2.34M | -30.6% | $148.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 2.34M | -30.6% | $148.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 2.13M | -0.1% | $135.10M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 2.13M | -0.1% | $135.10M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 2.13M | -0.1% | $135.10M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 1.82M | +17.3% | $115.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Norges Bank ✦ (pasivo) | 1.34M | -19.8% | $85.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 972.34K | +14.4% | $61.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 972.34K | +14.4% | $61.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 570.10K | Nuevo | $36.23M | 0.1% | New | 1 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 309.66K | +96.4% | $19.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Millennium Management ✦ | 290.51K | +227.1% | $18.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 229.90K | -71.5% | $14.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 229.90K | -71.5% | $14.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 217.79K | -52.9% | $13.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 217.79K | -52.9% | $13.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 39.90K | +20.9% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Point72 Asset Management ✦ | 28.65K | Nuevo | $1.82M | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $36.23M | 0.1% |
| Point72 Asset Management | $1.82M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 480 tenedores, 120.14M acciones, $3.72B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.