Registro do valor mobiliário · trimestre arquivado
HRB
H&R Block, Inc. · Consumer Cyclical · Personal Products & Services
128Detentores rastreados
-1Δ titulares
91.31MAções mantidas
$2.90BValor reportado
+8Novas posições
−10Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores -0.8% ·
fluxo de ações +2.3% ·
novas posições líquidas -1.6%
· fórmula
Acumulação concentrada: participações crescentes entre um número menor de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 143.55K | $5.81M | n/a | −3 |
| Q2 2026 | 124 | 0 | 94.95M | $3.62B | +8 | −9 |
| 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 | n/a |
| Q1 2025 | 13 | 0 | 19.01M | $1.04B | +1 | −1 |
| Q4 2024 | 13 | -1 | 16.97M | $898.40M | n/a | −1 |
| Q3 2024 | 13 | +2 | 12.90M | $819.47M | +2 | n/a |
| Q2 2024 | 11 | n/a | 13.79M | $748.14M | n/a | n/a |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 15.54M | -1.9% | $493.20M | 0.0% | ▼ Trim | 4 | SEC ↗ ×17 |
| 2 | Fidelity (FMR) ✦ | 15.29M | +4.9% | $485.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 5.66M | n/a | $179.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passivo) | 3.99M | +0.2% | $128.45M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Lazard Asset Management Llc | 3.76M | +50.9% | $119.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 3.18M | +99.1% | $101.03M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 3.18M | -6.5% | $99.94M | 0.0% | ▼ Trim | 8 | SEC ↗ ×9 |
| 8 | Geode Capital Management ✦ (passivo) | 3.14M | +8.5% | $99.59M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Northern Trust Corp | 3.02M | +24.8% | $95.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 10 | Dimensional Fund Advisors Lp | 2.31M | -8.4% | $73.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 11 | Morgan Stanley ✦ | 1.99M | +32.5% | $63.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 12 | Charles Schwab Investment… | 1.78M | +13.0% | $56.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Himalaya Capital ✦ | 1.63M | Novo | $51.64M | 1.6% | New | 1 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 1.59M | -11.2% | $50.61M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 1.52M | +6.8% | $48.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 16 | Invesco Ltd. | 1.45M | +136.5% | $46.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 17 | First Trust Advisors Lp | 1.33M | +26.2% | $42.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 1.14M | -3.3% | $36.07M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 19 | D. E. Shaw & Co. ✦ | 1.13M | -16.1% | $35.82M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 20 | Barclays Plc | 1.11M | +41.8% | $35.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Goldman Sachs Group ✦ | 1.08M | +19.9% | $34.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Bank Of America Corp /De/ | 1.01M | -4.3% | $32.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 23 | UBS Group AG | 934.70K | 0.0% | $29.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | Qube Research & Technologies Ltd | 854.59K | +68.4% | $27.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Squarepoint Ops LLC | 808.76K | +919.4% | $25.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Wellington Management ✦ | 807.64K | -52.4% | $25.63M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 27 | Pacer Advisors, Inc. | 692.76K | +29.9% | $21.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 566.41K | -10.3% | $17.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 29 | Sei Investments Co | 532.71K | +25.2% | $16.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Canada Pension Plan Investment Board | 506.20K | +42.3% | $16.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 428.11K | -20.4% | $13.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 32 | Balyasny Asset Management L.P. | 414.66K | +30.5% | $13.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Nuveen, LLC | 407.88K | -40.2% | $12.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Quantinno Capital Management LP | 398.28K | +188.8% | $12.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 392.28K | -43.2% | $12.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 36 | Rhumbline Advisers | 378.28K | +0.9% | $12.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 345.46K | +130.1% | $10.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Swedbank AB | 345.64K | 0.0% | $10.97M | 0.0% | Held | 2 | SEC ↗ |
| 39 | Millennium Management ✦ | 343.64K | -59.0% | $10.91M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 40 | Hotchkis & Wiley Capital Management… | 326.65K | Novo | $10.37M | 0.0% | New | 1 | SEC ↗ |
| 41 | California Public Employees… | 296.42K | -16.1% | $9.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Principal Financial Group Inc | 283.45K | +4.2% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Alliancebernstein L.P. | 206.24K | -25.3% | $8.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Robeco Institutional Asset… | 254.84K | Novo | $8.09M | 0.0% | New | 1 | SEC ↗ |
| 45 | Swiss National Bank | 250.10K | -0.8% | $7.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Grantham, Mayo, Van Otterloo & Co.… | 234.40K | -2.6% | $7.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Amundi | 229.21K | +2344.3% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Victory Capital Management Inc | 225.20K | +33.9% | $7.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Legal & General Group Plc | 181.75K | -10.1% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | Bnp Paribas Financial Markets | 161.74K | -81.5% | $5.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 151.10K | +438.0% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | California State Teachers… | 149.21K | +11.7% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 148.87K | -76.8% | $4.73M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 54 | Cerity Partners LLC | 140.18K | +28.2% | $4.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 55 | Voya Investment Management Llc | 137.41K | -52.0% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | State Board Of Administration Of… | 128.52K | -6.8% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Creative Planning | 127.56K | +31.2% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Mitsubishi UFJ Trust & Banking Corp | 112.34K | +48.8% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Prudential Financial Inc | 108.14K | +16.0% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 60 | Franklin Resources Inc | 106.18K | -1.2% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 61 | LPL Financial LLC | 104.71K | +60.2% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Raymond James Financial Inc | 103.30K | -42.1% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Nordea Investment Management Ab | 103.30K | -6.9% | $3.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Stifel Financial Corp | 95.07K | +51.1% | $3.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 65 | Manufacturers Life Insurance… | 86.73K | -2.5% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Man Group plc | 82.34K | Novo | $2.61M | 0.0% | New | 1 | SEC ↗ ×2 |
| 67 | Universal- Beteiligungs- und… | 78.97K | -47.6% | $2.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Commonwealth Equity Services, Llc | 77.15K | +107.7% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | New York State Common Retirement… | 76.98K | -1.9% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Storebrand Asset Management As | 68.18K | 0.0% | $2.16M | 0.0% | Held | 2 | SEC ↗ |
| 71 | Fifth Third Bancorp | 67.04K | +543.0% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Schroder Investment Management Group | 66.65K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 73 | Corient Private Wealth LP | 66.23K | -78.8% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Nomura Asset Management… | 63.89K | +221.1% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Hsbc Holdings Plc | 62.63K | -66.1% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 76 | Janus Henderson Group Plc | 56.95K | -3.7% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | State Of Wisconsin Investment Board | 56.90K | -15.8% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Citigroup Inc | 54.06K | -70.3% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 79 | Wells Fargo & Company/Mn | 53.28K | -1.2% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 80 | Two Sigma Investments ✦ | 50.74K | Novo | $1.61M | 0.0% | New | 1 | SEC ↗ |
| 81 | Tidal Investments LLC | 50.51K | +21.8% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | Russell Investments Group, Ltd. | 46.77K | +36.0% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 83 | Bridgewater Associates ✦ | 46.53K | -89.8% | $1.48M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 84 | Mariner, LLC | 45.05K | +0.9% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Caisse De Depot Et Placement Du… | 44.60K | Novo | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 86 | Zurcher Kantonalbank (Zurich… | 44.49K | +12.1% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Deutsche Bank Ag\ | 42.46K | -1.9% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 88 | Osaic Holdings, Inc. | 40.81K | +105.2% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 89 | CIBC Bancorp USA Inc. | 40.37K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 90 | Cwm, Llc | 39.61K | -26.1% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Mercer Global Advisors Inc /Adv | 38.72K | -5.0% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Wealth Enhancement Advisory… | 34.16K | -13.7% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Envestnet Asset Management Inc | 29.78K | -37.0% | $945,341 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Focus Partners Wealth | 14.01K | -36.9% | $930,393 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Cetera Investment Advisers | 26.90K | -10.8% | $853,841 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 23.31K | +2.6% | $739,861 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 97 | HighTower Advisors, LLC | 20.97K | +34.6% | $665,525 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Baird Financial Group, Inc. | 19.98K | +7.5% | $634,261 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 99 | Pictet Asset Management Holding SA | 19.88K | +6.3% | $631,023 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Pnc Financial Services Group, Inc. | 19.20K | +6.2% | $609,313 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Himalaya Capital | $51.64M | 1.6% |
| Hotchkis & Wiley Capital… | $10.37M | 0.0% |
| Robeco Institutional Asset… | $8.09M | 0.0% |
| Man Group plc | $2.61M | 0.0% |
| Two Sigma Investments | $1.61M | 0.0% |
| Caisse De Depot Et Placement… | $1.42M | 0.0% |
Encerrado
| Boston Partners | $133.57M | era 0.1% |
| Norges Bank | $69.44M | era 0.0% |
| Jane Street Group, Llc | $20.38M | era 0.0% |
| Hrt Financial Lp | $6.34M | era 0.0% |
| Point72 Asset Management | $5.22M | era 0.0% |
| Tudor Investment Corp Et Al | $1.57M | era 0.0% |
| Mml Investors Services, Llc | $626,715 | era 0.0% |
| American Century Companies Inc | $489,239 | era 0.0% |
| ProShare Advisors LLC | $220,951 | era 0.0% |
| Danske Bank A/S | $39,222 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 480 detentores, 120.14M ações, $3.72B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Sep 30
Darling Mark J.
Officer · 2.70K ações · $109,853
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
Aug 12
SC 13G: AQR CAPITAL MANAGEMENT LLC
Jul 31
SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q1 2026 ·
Metodologia ·
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