HRB
H&R Block, Inc. · Consumer Cyclical · Personal Products & Services
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow -3.0% ·
net new positions -7.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 4.59M | — | $244.45M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 2.60M | -0.5% | $137.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 2.60M | -0.5% | $137.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 2.25M | +5.6% | $118.87M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 2.25M | +5.6% | $118.87M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 2.25M | +5.6% | $118.87M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 2.25M | +5.6% | $118.87M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 2.05M | +12.8% | $108.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 2.02M | -13.4% | $106.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 2.02M | -13.4% | $106.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 2.02M | -13.4% | $106.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 2.02M | -13.4% | $106.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 2.02M | -13.4% | $106.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Norges Bank ✦ (passive) | 1.08M | -19.2% | $57.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 967.37K | -0.5% | $51.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 967.37K | -0.5% | $51.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 506.64K | +120.4% | $26.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 506.64K | +120.4% | $26.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 440.48K | +42.2% | $23.27M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 226.28K | +3.9% | $11.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 226.28K | +3.9% | $11.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Millennium Management ✦ | 131.15K | -54.9% | $6.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 59.80K | -89.5% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 36.45K | -8.7% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Point72 Asset Management | $1.82M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 480 holders, 120.14M shares, $3.72B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.