Guru Ownership Trend
Guru Analysis for H&R Block, Inc. (HRB)
H&R Block, Inc. (HRB), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $153.79 M.
Top institutional holders include Cliff Asness and Ray Dalio.
Institutional sentiment is currently Bullish. This is evidenced by a $39.18 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 24.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for H&R Block, Inc. (HRB)
Major holders include Cliff Asness ($147 M), Ray Dalio ($19.86 M), Chuck Royce ($13.77 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 4.78 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $39.18 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited HRB. The total reported sell value was $12.79 M.
Yes, 3 managers opened new positions in HRB, and 3 increased their existing holdings. The total reported buy value was $51.97 M.
