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Of the 11 tracked institutions holding HRB, 5 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +2.0pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, HRB (BLOCK H & R INC) is held with a combined value of $2.38B across 60,601,185 shares. The largest holder is BlackRock, Inc. with a position worth $621.70M. 5 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$2.38B
Total Shares Held
60,601,185
Institutional Holders
11
% of Shares Outstanding
49.2%
of 123.27M shares · SEC 2026-07-31
Days to Cover
9.6-2.5%
17.32M shares short · FINRA 2026-07-31
Tracked 13F institutions hold 49.2% 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 2026-07-31), 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 | BlackRock, Inc. | $621.70M | 0.01% | +5.1% |
| 2 | FMR LLC | $599.54M | 0.03% | +3.0% |
| 3 | VANGUARD GROUP INC | $580.22M | 0.01% | -2.5% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $366.19M | 0.13% | +202.1% |
| 5 | STATE STREET CORP | $160.03M | 0.00% | +4.1% |
| 6 | CITADEL ADVISORS LLC | $20.34M | 0.01% | -83.2% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | $16.05M | 0.00% | -47.8% |
| 8 | Grantham, Mayo, Van Otterloo & Co. LLC | $10.33M | 0.02% | +15.7% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.47M | 0.00% | -3.4% |
| 10 | MILLENNIUM MANAGEMENT LLC | $2.41M | 0.00% | -81.6% |
| Member | Type | Date |
|---|---|---|
| Valerie Hoyle | Buy | Oct 29, 2024 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of HRB with a position worth $621.70M, representing 0.01% of their portfolio. In total, 11 institutional investors hold HRB with a combined value of $2.38B.
Institutional investors hold $2.38B worth of HRB stock across 11 positions. The largest institutional holder is BlackRock, Inc. with $621.70M 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 →
| 2026-07-31 |
SEC Schedule 13D (activist) and 13G (passive) filings for HRB. Filed when an investor acquires 5%+ ownership.
Last Close
$50.92
2026-09-01
YTD
+19.5%
87% of 52-week range
