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Of the 13 tracked institutions holding HRB, 7 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +3.9pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, HRB (BLOCK H & R INC) is held with a combined value of $1.99B across 57,728,676 shares. The largest holder is VANGUARD GROUP INC with a position worth $580.22M. Himalaya Capital Management LLC opened a new position in the most recent quarter. 3 funds increased their holdings. 9 funds reduced their position.
Total Institutional Value
$1.99B
Total Shares Held
57,728,676
Institutional Holders
13
% of Shares Outstanding
45.5%
of 126.76M shares · SEC 2026-01-30
Days to Cover
8.8-2.6%
19.12M shares short · FINRA 2026-06-30
Tracked 13F institutions hold 45.5% of HRB's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-01-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $580.22M | 0.01% | -2.5% |
| 2 | BlackRock, Inc. | $493.20M | 0.01% | -1.8% |
| 3 | FMR LLC | $485.22M | 0.03% | +4.9% |
| 4 | STATE STREET CORP | $128.45M | 0.00% | +0.2% |
| 5 | CITADEL ADVISORS LLC | $101.03M | 0.07% | +99.1% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $99.94M | 0.05% | -6.5% |
| 7 | Himalaya Capital Management LLC | $51.64M | 1.61% | New |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | $25.63M | 0.00% | -52.4% |
| 9 | MILLENNIUM MANAGEMENT LLC | $10.91M | 0.00% | -59.1% |
| 10 | Grantham, Mayo, Van Otterloo & Co. LLC | $7.44M | 0.02% | -2.7% |
| Member | Type | Date |
|---|---|---|
| Valerie Hoyle | Buy | Oct 29, 2024 |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of HRB with a position worth $580.22M, representing 0.01% of their portfolio. In total, 13 institutional investors hold HRB with a combined value of $1.99B.
In the most recent quarter, 1 fund opened a new position in HRB. Additionally, 3 increased their holdings and 9 reduced their positions.
Institutional investors hold $1.99B worth of HRB stock across 13 positions. The largest institutional holder is VANGUARD GROUP INC with $580.22M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HRB, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their HRB positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$42.08
2026-07-17
YTD
-1.2%
49% of 52-week range
