Ticker · CUSIP 093671105

HRB

BLOCK H & R INC

Consumer Cyclical·Personal Services

···Share

Holders (tracked)

Combined shares

12,269,745

Combined value

$533.42M

Last close

$32.16

Quarter

2025Q4

Price is -26.0% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$32.16-28.53 (-47.01%)H $60.69 · L $27.96 · Avg Vol 1.7M

Congress sell

Tracked holders · last 8 quarters

+7 vs previous quarter over the last 8.

SEC event timeline

27 events

Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+36,096 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+202,769 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+511,377 shares · 2025Q4
Position
Jeremy Grantham (GMO) trimmed2026-02-17
−26,676 shares · 2025Q4
Position
Two Sigma Investments exited2026-02-17
−75,589 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+611,265 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+809,438 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+119,858 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−425,939 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−606,329 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−150,607 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) opened position2026-02-13
+114,426 shares · 2025Q4
Position
Renaissance Technologies exited2026-02-12
−99,400 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+1,593,419 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−224,369 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−77,636 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−300,247 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+976,069 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−114,854 shares · 2025Q3
Position
Steve Cohen (Point72) exited2025-11-14
−149,900 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+80,260 shares · 2025Q3
Position
Wellington Management added2025-11-14
+51,719 shares · 2025Q3
Position
Jeremy Grantham (GMO) added2025-11-13
+169,562 shares · 2025Q3
Position
Renaissance Technologies opened position2025-11-13
+99,400 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−1,782,215 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) trimmed2025-11-13
−26,556 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−330,455 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for HRB →

Follow-the-investor returns

If you'd copied each holder of HRB…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Wellington Management	2016Q1	$36.41	-11.7%	$54.6M
Norges Bank (Norway SWF)	2016Q1	$39.94	-19.5%	$51.2M
Ken Griffin (Citadel Advisors)	2016Q1	$43.77	-26.5%	$1.5M
Ken Griffin (Citadel Advisors)	2016Q1	$43.77	-26.5%	$1.5M
Ken Griffin (Citadel Advisors)	2016Q1	$43.77	-26.5%	$1.5M
AQR Capital Management	2016Q1	$44.19	-27.2%	$109.4M
Lee Ainslie (Maverick Capital)	2020Q4	$45.04	-28.6%	$3.7M
Paul Tudor Jones (Tudor Investment)	2016Q2	$45.26	-28.9%	$212K
Paul Tudor Jones (Tudor Investment)	2016Q2	$45.26	-28.9%	$212K
Paul Tudor Jones (Tudor Investment)	2016Q2	$45.26	-28.9%	$212K
Izzy Englander (Millennium Mgmt)	2016Q1	$46.70	-31.1%	$27.0M
Jeremy Grantham (GMO)	2018Q4	$47.89	-32.8%	$7.7M
T. Rowe Price	2016Q1	$50.36	-36.1%	$20.6M
D.E. Shaw & Co.	2016Q1	$50.59	-36.4%	$1.5M
D.E. Shaw & Co.	2016Q1	$50.59	-36.4%	$1.5M
Steve Cohen (Point72)	2017Q3	$51.15	-37.1%	$3.9M
Ray Dalio (Bridgewater Associates)	2017Q2	$52.81	-39.1%	$14.7M
Two Sigma Investments	2016Q1	$54.66	-41.2%	$148K
Two Sigma Investments	2016Q1	$54.66	-41.2%	$148K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions4

Norges Bank (Norway SWF)
+1,593,419
$69.4M
Steve Cohen (Point72)
+119,858
$5.2M
Lee Ainslie (Maverick Capital)
+114,426
$5.0M
Paul Tudor Jones (Tudor Investment)
+36,096
$1.6M

Added to4

AQR Capital Management
+809,438
$35.0M
Izzy Englander (Millennium Mgmt)
+611,265
$26.6M
D.E. Shaw & Co.
+511,377
$22.3M
Ken Griffin (Citadel Advisors)
+202,769
$8.8M

Trimmed4

Wellington Management
−606,329
$26.4M
Ray Dalio (Bridgewater Associates)
−150,607
$6.6M
Jeremy Grantham (GMO)
−26,676
$1.2M
T. Rowe Price
−425,939
$19K

Exited2

Renaissance Technologies
−99,400
$5.0M
Two Sigma Investments
−75,589
$3.8M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	13	27,263,073	$47.96B	—
2022Q2	16	31,216,244	$52.71B	+3
2022Q3	20	35,413,061	$1.51B	+4
2022Q4	19	35,100,838	$1.28B	-1
2023Q1	17	34,969,287	$1.23B	-2
2023Q2	15	31,655,659	$1.01B	-2
2023Q3	16	28,002,670	$1.21B	+1
2023Q4	12	23,875,096	$1.15B	-4
2024Q1	16	26,546,421	$1.30B	+4
2024Q2	14	26,402,356	$1.43B	-2
2024Q3	17	9,501,266	$603.6M	+3
2024Q4	15	6,437,858	$340.2M	-2
2025Q1	14	8,913,474	$488.6M	-1
2025Q2	14	11,400,042	$625.5M	—
2025Q3	12	9,549,437	$482.7M	-2
2025Q4	19	12,269,745	$533.4M	+7

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-09-23	Valerie Hoyle	Sell	$1K – $15K	PDF ↗
2024-10-29	Valerie Hoyle	Buy	$1K – $15K	PDF ↗

Who owns HRB

19 super-investors · 2025Q4

Tracked stake

12.27M

Combined value

$533M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New6Added7Trim4Sold2

#	Manager	Shares	Value	% of book	Last action
1	AQR Capital Management	3.40M	$147M	0.1%	Added+809.4K
2	Wellington Management	1.70M	$74M	0.0%	Trim−606.3K
3	Ken Griffin Citadel Advisors	1.60M	$70M	0.0%	Added+202.8K
4	Norges Bank Norway SWF	1.59M	$69M	0.0%	New+1.59M
5	D.E. Shaw & Co.	1.35M	$59M	0.0%	Added+511.4K
6	Izzy Englander Millennium Mgmt	839.3K	$37M	0.0%	Added+611.3K
7	T. Rowe Price	640.9K	$28M	0.0%	Trim−425.9K
8	Ray Dalio Bridgewater Associates	455.7K	$20M	0.1%	Trim−150.6K
9	Jeremy Grantham GMO	240.8K	$10M	0.0%	Trim−26.7K
10	Steve Cohen Point72	119.9K	$5M	0.0%	New+119.9K
11	Lee Ainslie Maverick Capital	114.4K	$5M	0.1%	New+114.4K
12	Ken Griffin Citadel Advisors	69.8K	$3M	0.0%	Added+202.8K
13	Ken Griffin Citadel Advisors	45.8K	$2M	0.0%	Added+202.8K
14	D.E. Shaw & Co.	45.4K	$2M	0.0%	Added+511.4K
15	Paul Tudor Jones Tudor Investment	36.1K	$2M	0.0%	New+36.1K
16	Paul Tudor Jones Tudor Investment	6.6K	$288K	0.0%	New+36.1K
17	Two Sigma Investments	6.4K	$279K	0.0%	Sold−75.6K
18	Paul Tudor Jones Tudor Investment	5.4K	$235K	0.0%	New+36.1K
19	Two Sigma Investments	4.6K	$200K	0.0%	Sold−75.6K

Recent moves

20 transactions

ADDIzzy Englander (Millennium Mgmt)
+611,265 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+36,096 · 2025Q4
ADDAQR Capital Management
+809,438 · 2025Q4
TRIMJeremy Grantham (GMO)
−26,676 · 2025Q4
TRIMWellington Management
−606,329 · 2025Q4
ADDD.E. Shaw & Co.
+511,377 · 2025Q4
NEWSteve Cohen (Point72)
+119,858 · 2025Q4
TRIMT. Rowe Price
−425,939 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+202,769 · 2025Q4
SOLDTwo Sigma Investments
−75,589 · 2025Q4
NEWLee Ainslie (Maverick Capital)
+114,426 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−150,607 · 2025Q4
SOLDRenaissance Technologies
−99,400 · 2025Q4
NEWNorges Bank (Norway SWF)
+1,593,419 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−224,369 · 2025Q3
TRIMD.E. Shaw & Co.
−300,247 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−114,854 · 2025Q3
SOLDSteve Cohen (Point72)
−149,900 · 2025Q3
TRIMTwo Sigma Investments
−77,636 · 2025Q3
ADDT. Rowe Price
+80,260 · 2025Q3

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