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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $235.83 M.
Top institutional holders include Cliff Asness and Li Lu.
Institutional sentiment is currently Bullish. This is evidenced by a $44.71 M net inflow during the quarter.
Recent activity highlights Chuck Royce who increased their stake by 145.7%. Conversely, Ray Dalio reduced exposure by 89.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for H&R Block, Inc. (HRB)
Major holders include Cliff Asness ($99.94 M), Li Lu ($51.64 M), Chuck Royce ($24.65 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 6.26 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $44.71 M, with 3 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited HRB. The total reported sell value was $31.92 M.
Yes, 2 managers opened new positions in HRB, and 1 increased their existing holdings. The total reported buy value was $76.63 M.
