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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $508 M.
Top institutional holders include Cliff Asness and Chuck Royce.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $200.91 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 202.1%. Conversely, Ray Dalio reduced exposure by 81.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for H&R Block, Inc. (HRB)
Major holders include Cliff Asness ($366.19 M), Chuck Royce ($40.49 M), Jeremy Grantham ($10.33 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 11.26 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $200.91 M, with 3 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited HRB. The total reported sell value was $56.41 M.
Yes, 0 managers opened new positions in HRB, and 3 increased their existing holdings. The total reported buy value was $257.31 M.
