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.
| # | 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 | ▲New +7.3M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $179.5M | 5.7M | ▲New +5.7M sh | Q1 2026 | |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | $135.9M | 4.3M | ▼−0.1% Reduced · −5K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $128.5M | 4.0M | ▲+0.2% Added · +10K sh | Q1 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 | $99.6M | 3.1M | ▲+8.5% Added · +247K sh | Q1 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 | Himalaya Capital Management LLC | $51.6M | 1.6M | ▲New +1.6M sh | Q1 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 | FIRST TRUST ADVISORS LP | $42.2M | 1.3M | ▲+26% Added · +276K sh | Q1 2026 | |
| 20 | MARSHALL WACE, LLP | $36.1M | 1.1M | ▼−3.3% Reduced · −39K sh | Q1 2026 | |
| 21 | D. E. Shaw & Co., Inc. | $35.8M | 1.1M | ▼−16% Reduced · −217K sh | Q1 2026 | |
| 22 | BARCLAYS PLC | $35.2M | 1.1M | ▲+42% Added · +327K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $34.3M | 1.1M | ▲+20% Added · +179K sh | Q1 2026 | |
| 24 | Lodge Hill Capital, LLC | $33.3M | 1.1M | ▲+31% Added · +250K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $32.0M | 1.0M | ▼−4.3% Reduced · −45K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 8, 2026 | Campbell Curtis A | President & CEO, Director | Tax withholding (F) | 11 | $438 |
| Jun 3, 2026 | Campbell Curtis A | President & CEO, Director | Tax withholding (F) | 1K | $39K |
| Jan 22, 2026 | Breig Geralyn | Director | Grant (A) | 4K | $0 |
| Jan 22, 2026 | Charnaux Christian H. | Director | Grant (A) | 4K | $0 |
| Jan 22, 2026 | Plaines Stephanie | Director | Grant (A) | 4K | $0 |
| Jan 5, 2026 | Campbell Curtis A | President & CEO, Director | Grant (A) | 17K | $0 |
| Jan 5, 2026 | Darling Mark J. | Chief Retail Officer | Grant (A) | 1K | $0 |
| Nov 19, 2025 | Jones Jeffrey J II | President & CEO, Director | Gift (G) | 45K | $0 |
| Nov 19, 2025 | Jones Jeffrey J II | President & CEO, Director | Sell (S) | 129K | $5.7M |
| Nov 19, 2025 | Jones Jeffrey J II | President & CEO, Director | Option exercise (M) | 129K | $3.8M |
| Nov 19, 2025 | Jones Jeffrey J II | President & CEO, Director | Option exercise (M) | 129K | $0 |
| Nov 12, 2025 | Jones Jeffrey J II | President & CEO, Director | Option exercise (M) | 145K | $4.3M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 159 funds | $57.0B |
| ALPHABET INC-CL AGOOGL | 159 funds | $38.5B |
| APPLE INCAAPL | 158 funds | $70.3B |
| AMAZON.COM INCAMZN | 157 funds | $42.4B |
| META PLATFORMS INC-CLASS AMETA | 156 funds | $26.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 156 funds | $13.7B |
| NVIDIA CORPNVDA | 155 funds | $79.8B |
| JPMORGAN CHASE & COJPM | 155 funds | $19.1B |
| BANK OF AMERICA CORPBAC | 155 funds | $6.4B |
| COSTCO WHOLESALE CORPCOST | 154 funds | $9.6B |
| MASTERCARD INC - AMA | 153 funds | $9.6B |
| BROADCOM INCAVGO | 152 funds | $30.1B |
Ranked by how many of HRB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.