Block H & R Inc (HRB) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Block H & R Inc (HRB) following the 2026 Q2 hedge fund 13F filings?

As of today, HRB has moved -14.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.8% for the XLY sector ETF — an outperformance of -9.0%. Since the quarter end (June 30, 2026), HRB gained +19.6% vs -5.0% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Block H & R Inc (HRB)

533 + Investors. Track Smart Money conviction in HRB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HRB

Based on 545 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added HRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

545 hedge funds hold HRB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding HRB is almost the same as a year ago (-15 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 61% buying

330 buying215 selling

Last quarter: 330 funds were net buyers (130 opened a brand new position + 200 added to an existing one). Only 215 were sellers (144 trimmed + 71 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+47 vs last Q)

new funds entering per quarter

Funds opening a new HRB position: 82 → 75 → 83 → 130. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 14% medium ■ 23% new

343 out of 545 hedge funds have held HRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +28% but shares only +10% — price-driven

Value

+28%

+10%

Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

65 → 82 → 75 → 83 → 130 new funds/Q

New funds entering each quarter: 82 → 75 → 83 → 130. A growing number of institutions are discovering HRB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 9% 1-2yr ■ 22% new

Entry-cohort mix of 558 holders: 384 (69%) are 2+ year veterans, 50 entered 1–2 years ago, and 124 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds

60 of 539 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in HRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	533	486	9.67%
13F Shares	129M	122M	5.38%
Total Value	$4.73B	$3.82B	24.1%
New Positions	127	83	+44
Increased Positions	196	207	-11
Closed Positions	74	95	-21
Reduced Positions	140	139	+1
Total Calls	10	9	11.11%
Total Puts	8	11	-27.27%
PUT/CALL Ratio	0.8	1.22	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

533

486

9.67%

13F Shares

129M

122M

5.38%

Total Value

$4.73B

$3.82B

24.1%

New Positions

127

+44

Increased Positions

196

207

-11

Closed Positions

-21

Reduced Positions

140

139

Total Calls

11.11%

Total Puts

-27.27%

PUT/CALL Ratio

0.8

1.22

Neutral

Institutional Holders (2026 Q2)

533 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HRB. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HRB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Framtiden Holdings Management Co LLC	28.62%	1,140,000	$47.2M
2	Ranmore Fund Management Ltd	5.90%	1,400,000	$53.3M
3	Prevatt Capital Ltd	5.86%	710,000	$27.0M
4	Lodge Hill Capital, LLC	3.61%	565,900	$21.5M
5	Round Hill Asset Management	2.54%	106,396	$4.1M
6	Eschler Asset Management LLP	1.83%	27,000	$1.0M
7	Kennondale Capital Management LLC	1.70%	66,879	$2.5M
8	Inlet Private Wealth, LLC	1.05%	113,852	$4.3M
9	Rings Capital Management LLC	1.03%	53,000	$2.0M
10	Range Financial Group LLC	0.92%	88,404	$3.4M
11	Carolina Wealth Advisors, LLC	0.88%	58,629	$2.2M
12	RWWM, Inc.	0.83%	296,272	$11.3M
13	Eagle Harbor Asset Management Inc /Adv	0.80%	25,052	$604K
14	Point Nemo Capital, LLC	0.67%	34,831	$1.3M
15	Ceera Investments, LLC	0.63%	38,743	$1.5M
16	Wbi Investments, LLC	0.57%	60,192	$2.3M
17	Sovereign's Capital Management, LLC	0.54%	21,239	$809K
18	Tectonic Advisors LLC	0.51%	280,725	$10.7M
19	Cambria Investment Management, L.P.	0.48%	254,284	$9.7M
20	Qsemble Capital Management, LP	0.47%	97,272	$3.7M
21	Sound Income Strategies, LLC	0.45%	261,903	$10.0M
22	Fuller & Thaler Asset Management, INC.	0.41%	3,975,923	$151.4M
23	Sprott INC.	0.34%	285,000	$10.9M
24	Kendall Capital Management	0.34%	53,000	$2.0M
25	Royce & Associates LP	0.33%	1,063,355	$40.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Block H & R Inc (HRB)

What does the Smart Money Trend signal show for HRB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HRB?

More buyers than sellers — 61% buying: Last quarter: 330 funds were net buyers (130 opened a brand new position + 200 added to an existing one). Only 215 were sellers (144 trimmed + 71 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HRB holders?

Elite ownership — 65% AUM from top-100 funds: 60 of 539 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in HRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HRB?

63% of holders stayed for 2+ years: 343 out of 545 hedge funds have held HRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Block H & R Inc (HRB) following the 2026 Q2 hedge fund 13F filings?

As of today, HRB has moved -14.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.8% for the XLY sector ETF — an outperformance of -9.0%. Since the quarter end (June 30, 2026), HRB has gained +19.6% vs -5.0% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Block H & R Inc (HRB)

Smart Money Signals — HRB

Buying streak — 1 quarter in a row

At the ownership peak (97% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 61% buying

More new buyers each quarter (+47 vs last Q)

63% of holders stayed for 2+ years

Value +28% but shares only +10% — price-driven

Growing discovery — still being found

Veteran-anchored — 69% veterans vs 22% newcomers

Elite ownership — 65% AUM from top-100 funds

Institutional Sentiment Summary — HRB

Hedge Fund Ownership: HRB

Market Analysis: HRB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HRB

Is It Too Late to Buy Block H & R Inc (HRB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: HRB

Statistics: HRB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Block H & R Inc (HRB)

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