H&R BLOCK INC (HRB) Stock Institutional Trading Activity


H&R BLOCK INC (HRB) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q3 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Sequoia Financial Advisors, Miller Value Partners, Fairfax Financial Holdings, and First Eagle U.S. Value. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2025Sequoia Financial AdvisorsSell-2,24420,808$1,052,236
Q3 2025Renaissance Technologies LLCBuy39,60099,400$5,026,658
Q2 2025Sequoia Financial AdvisorsSell-1,50223,052$1,265,302
Q1 2025Sequoia Financial AdvisorsBuy24,55424,554$1,348,254
Q4 2024Renaissance Technologies LLCSell-510,30059,800$3,159,832
Q3 2024Renaissance Technologies LLCBuy249,500570,100$36,229,855
Q4 2023Miller Value PartnersSell-72,00063,000$3,047,310
Q3 2023Renaissance Technologies LLCSell-848,100320,600$13,805
Q3 2023Miller Value PartnersSell-19,500135,000$5,813,100
Q3 2022Renaissance Technologies LLCSell-174,1001,168,700$49,716
Q3 2022Fairfax Financial HoldingsSell-85,8751,035,019$44,040
Q2 2022Miller Value PartnersSell-255,500154,500$5,457
Q2 2022Renaissance Technologies LLCBuy1,105,9001,342,800$47,428
Q4 2021Renaissance Technologies LLCSell-288,100236,900$5,581
Q4 2021Miller Value PartnersBuy20,000410,000$9,660
Q3 2021Miller Value PartnersSell-30,000390,000$9,750
Q3 2021Renaissance Technologies LLCBuy45,482525,000$13,125
Q3 2021Fairfax Financial HoldingsBuy350,0001,120,894$28,022
Q2 2021Renaissance Technologies LLCBuy411,718479,518$11,259
Q1 2021Miller Value PartnersBuy420,000420,000$9,156
Q1 2021Fairfax Financial HoldingsBuy770,894770,894$16,813
Q4 2020Renaissance Technologies LLCSell-1,770,30067,800$1,075
Q3 2020Renaissance Technologies LLCBuy162,1001,838,100$29,943
Q1 2020First Eagle U.S. ValueSell-126,0355,468,132$76,991
Q4 2019First Eagle U.S. ValueSell-33,0055,594,167$131,351
Q4 2019Hancock Classic ValueBuy8,25235,906$843
Q3 2019First Eagle U.S. ValueSell-2,078,6065,627,172$132,914
Q3 2019Hancock Classic ValueBuy15,75627,654$653
Q2 2019Renaissance Technologies LLCBuy1,462,2001,676,000$49,107
Q2 2019Hancock Classic ValueBuy2,36311,898$349

Frequently asked questions about HRB activity

  • Which institutional owners are buying HRB?

    Institutional owners buying HRB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HRB activity?

    "Buy" means an investor increased their reported position in HRB compared to the prior reporting period. This reflects growing exposure to H&R BLOCK INC (HRB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HRB increasing?

    Institutional interest in HRB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.