468 tracked 13F filers disclose a position in HRB as of the latest SEC 13F filings, a combined $3.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $493.2M | 15.5M | ▼−1.8% Reduced · −292K sh | Q1 2026 | |
| 2 | FMR LLC | $485.2M | 15.3M | ▲+4.9% Added · +720K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $230.8M | 7.3M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $179.5M | 5.7M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $160.0M | 4.2M | ▲+4.1% Added · +163K sh | Q2 2026 | |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | $151.4M | 4.0M | ▼−7.1% Reduced · −304K sh | Q2 2026 | |
| 7 | LAZARD ASSET MANAGEMENT LLC | $119.4M | 3.8M | ▲+51% Added · +1.3M sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $101.0M | 3.2M | ▲+99% Added · +1.6M sh | Q1 2026 | |
| 9 | AQR CAPITAL MANAGEMENT LLC | $99.9M | 3.2M | ▼−6.5% Reduced · −220K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $116.6M | 3.1M | ▼−2.4% Reduced · −76K sh | Q2 2026 | |
| 11 | NORTHERN TRUST CORP | $95.7M | 3.0M | ▲+25% Added · +599K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $73.2M | 2.3M | ▼−8.4% Reduced · −212K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $63.1M | 2.0M | ▲+32% Added · +487K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.5M | 1.8M | ▲+13% Added · +205K sh | Q1 2026 | |
| 15 | LOS ANGELES CAPITAL MANAGEMENT LLC | $65.3M | 1.7M | ▲+263% Added · +1.2M sh | Q2 2026 | |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $50.6M | 1.6M | ▼−11% Reduced · −200K sh | Q1 2026 | |
| 17 | NORGES BANK | $69.4M | 1.6M | ▼−11% Reduced · −189K sh | Q4 2025 | |
| 18 | Bank of New York Mellon Corp | $48.1M | 1.5M | ▲+6.8% Added · +97K sh | Q1 2026 | |
| 19 | Ranmore Fund Management Ltd | $53.3M | 1.4M | —Held | Q2 2026 | |
| 20 | FIRST TRUST ADVISORS LP | $42.2M | 1.3M | ▲+26% Added · +276K sh | Q1 2026 | |
| 21 | Framtiden Holdings Management Co LLC | $47.2M | 1.1M | ▲+133% Added · +650K sh | Q2 2026 | |
| 22 | MARSHALL WACE, LLP | $36.1M | 1.1M | ▼−3.3% Reduced · −39K sh | Q1 2026 | |
| 23 | D. E. Shaw & Co., Inc. | $35.8M | 1.1M | ▼−16% Reduced · −217K sh | Q1 2026 | |
| 24 | BARCLAYS PLC | $35.2M | 1.1M | ▲+42% Added · +327K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $34.3M | 1.1M | ▲+20% Added · +179K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in HRB and 26 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 264 funds | $251.3B |
| NVIDIA CORPNVDA | 255 funds | $353.2B |
| APPLE INCAAPL | 255 funds | $273.7B |
| META PLATFORMS INC-CLASS AMETA | 255 funds | $101.5B |
| AMAZON.COM INCAMZN | 254 funds | $183.0B |
| ALPHABET INC-CL AGOOGL | 250 funds | $152.2B |
| ELI LILLY & COLLY | 246 funds | $71.5B |
| BROADCOM INCAVGO | 245 funds | $145.3B |
| JPMORGAN CHASE & COJPM | 245 funds | $55.9B |
| ALPHABET INC-CL CGOOG | 240 funds | $117.0B |
| CHEVRON CORPCVX | 238 funds | $26.5B |
| ORACLE CORPORCL | 238 funds | $19.8B |
Ranked by how many of HRB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 19, 2025 | Jones Jeffrey J II | President & CEO, Director | Sell (S) | 129K | $5.7M |
| Nov 12, 2025 | Jones Jeffrey J II | President & CEO, Director | Sell (S) | 176K | $8.2M |
| Apr 16, 2025 | Jones Jeffrey J II | President & CEO, Director | Sell (S) | 54K | $3.4M |
| Sep 16, 2024 | Logerwell Kellie J | VP & Chief Acct Officer | Sell (S) | 8K | $515K |
| Sep 3, 2024 | Jones Jeffrey J II | President & CEO, Director | Sell (S) | 10K | $613K |
| Aug 19, 2024 | Bowen Tony G | Chief Financial Officer | Sell (S) | 79K | $5.2M |
| Aug 19, 2024 | Logerwell Kellie J | VP & Chief Acct Officer | Sell (S) | 10K | $640K |
| Aug 19, 2024 | Redler Dara S | Chief Legal Officer | Sell (S) | 9K | $583K |
| Jul 1, 2024 | Jones Jeffrey J II | President & CEO, Director | Sell (S) | 45K | $2.5M |
| Feb 23, 2024 | Jones Jeffrey J II | President & CEO, Director | Sell (S) | 86K | $4.2M |
| Feb 15, 2024 | Jones Jeffrey J II | President & CEO, Director | Sell (S) | 15K | $717K |
| Nov 27, 2023 | Bowen Tony G | Chief Financial Officer | Sell (S) | 47K | $2.2M |
Connected entities for HRB
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HRB/capital-change-brief"
Use Arkolith's capital_change_brief for HRB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HRB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.