HRB · Insider trading · 13F holders · Congress trades
H&R Block Inc (HRB)
Who is buying and selling HRB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 24
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $110K
- Congress trades, 12 months
- 2
HRB at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 1 HRB insider filed 1 sale worth $110K on SEC Form 4, and no open-market purchases.
- 24 13F filers hold HRB among their 50 largest positions, worth $208.3M combined. The biggest bets by portfolio weight are Prevatt Capital Ltd (5.9%), Ranmore Fund Management Ltd (4.9%) and Forum Finance Group S.A. (3.6%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
- Members of Congress have disclosed 8 HRB trades since 2017, 1 purchase and 1 sale in the past year; the latest was Val T. Hoyle (D-OR), selling $1K–15K on Sep 23, 2025.
- HRB last closed at $49.68 on Oct 29, 2026.
HRB insider trading
Between Aug 1, 2026 and Oct 29, 2026, 1 HRB insider filed 1 sale worth $110K on SEC Form 4, and no open-market purchases.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 2, 2026 | Darling Mark J. | Chief Retail Officer | Sale | 2,700 | $40.69 | $110K | SEC |
Who owns HRB? Hedge funds and superinvestors
24 13F filers hold HRB among their 50 largest positions, worth $208.3M combined. The biggest bets by portfolio weight are Prevatt Capital Ltd (5.9%), Ranmore Fund Management Ltd (4.9%) and Forum Finance Group S.A. (3.6%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Framtiden Holdings Management Co LLCInvestment manager | 28.6% | $47.2M | 1,140,000 | +132.7% shares | Q2 2026 |
| Ranmore Fund Management LtdAsset manager | 4.9% | $43.9M | 1,075,773 | -23.2% shares | Q3 2026 |
| Prevatt Capital LtdHedge fund | 5.9% | $27.0M | 710,000 | +0.0% shares | Q2 2026 |
| Lodge Hill Capital, LLCHedge fund | 3.6% | $21.5M | 565,900 | -46.1% shares | Q2 2026 |
| Rwwm, Inc.Wealth manager | 0.8% | $11.3M | 296,272 | -17.8% shares | Q2 2026 |
| Sprott Inc.Investment manager | 0.4% | $10.9M | 285,000 | — | Q2 2026 |
| Forum Finance Group S.A.Investment manager | 3.6% | $10.1M | 326,888 | +283.3% shares | Q2 2026 |
| Inlet Private Wealth, LLCWealth manager | 1.1% | $4.7M | 113,852 | +0.0% shares | Q3 2026 |
| Round Hill Asset ManagementWealth manager | 2.5% | $4.1M | 106,396 | +59.0% shares | Q2 2026 |
| Range Financial Group LLCWealth manager | 1.0% | $3.6M | 88,064 | -0.4% shares | Q3 2026 |
| Tealwood Asset Management IncWealth manager | 1.2% | $2.9M | 71,606 | -1.0% shares | Q3 2026 |
| Kennondale Capital Management LLCInstitutional asset manager | 1.7% | $2.5M | 66,879 | -35.9% shares | Q2 2026 |
| Carolina Wealth Advisors, LLCWealth manager | 0.9% | $2.5M | 60,154 | +2.6% shares | Q3 2026 |
| Wbi Investments, LLCWealth manager | 0.6% | $2.3M | 60,192 | — | Q2 2026 |
| Optimist Retirement Group LLCWealth manager | 0.9% | $2.2M | 58,076 | +0.5% shares | Q2 2026 |
| Rings Capital Management LLCHedge fund | 1.0% | $2.0M | 53,000 | +0.0% shares | Q2 2026 |
| Chase Investment Counsel CorpWealth manager | 0.4% | $1.9M | 50,000 | — | Q2 2026 |
| Cygnus Capital Advisors, LLCHedge fund | 1.3% | $1.9M | 48,664 | — | Q2 2026 |
| Ceera Investments, LLCWealth manager | 0.6% | $1.5M | 38,743 | -8.3% shares | Q2 2026 |
| Cunning Capital Partners, LPHedge fund | 0.6% | $1.4M | 37,360 | +0.0% shares | Q2 2026 |
| Human Investing LLCInstitutional asset manager | 0.1% | $1.0M | 25,594 | -0.9% shares | Q3 2026 |
| Eschler Asset Management LLPHedge fund | 1.8% | $1.0M | 27,000 | New | Q2 2026 |
| Sovereign's Capital Management, LLCHedge fund | 0.5% | $809K | 21,239 | — | Q2 2026 |
| QVIDTVM Management LLCHedge fund | 0.0% | $32K | 844 | -96.4% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 18). Screen HRB in the grand portfolio →
HRB stock trades by members of Congress
Members of Congress have disclosed 8 HRB trades since 2017, 1 purchase and 1 sale in the past year; the latest was Val T. Hoyle (D-OR), selling $1K–15K on Sep 23, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 10, 2025 | Val T. HoyleD-OR · House | Sale | $1K–15K | Sep 23, 2025 | +1.8% |
| Sep 12, 2025 | Val T. HoyleD-OR · House | Buy | $1K–15K | Oct 29, 2024 | -15.6% |
| May 13, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Sale | $1K–15K | Apr 29, 2020 | +202.2% |
| May 7, 2020 | Dean PhillipsD-MN · House | Sale | $1K–15K | Apr 2, 2020 | +303.7% |
| Apr 16, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Mar 18, 2020 | +244.0% |
| Mar 12, 2020 | Dean PhillipsD-MN · House | Buy | $1K–15K | Feb 28, 2020 | +145.3% |
| Aug 13, 2018 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Feb 21, 2017 | +146.1% |
| Aug 13, 2018 | Josh GottheimerD-NJ · House | Buy | $1K–15K | Jan 3, 2017 | +121.3% |
4 members have traded HRB: Val T. Hoyle, Gilbert Ray Cisneros, Jr., Dean Phillips, Josh Gottheimer.
HRB questions and answers
Are insiders buying HRB stock?
Between Aug 1, 2026 and Oct 29, 2026, 1 HRB insider filed 1 sale worth $110K on SEC Form 4, and no open-market purchases.
Which hedge funds own HRB?
24 13F filers hold HRB among their 50 largest positions, worth $208.3M combined. The biggest bets by portfolio weight are Prevatt Capital Ltd (5.9%), Ranmore Fund Management Ltd (4.9%) and Forum Finance Group S.A. (3.6%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
Has Congress traded HRB?
Members of Congress have disclosed 8 HRB trades since 2017, 1 purchase and 1 sale in the past year; the latest was Val T. Hoyle (D-OR), selling $1K–15K on Sep 23, 2025.
Who is the largest holder of HRB?
Among 13F filers, Framtiden Holdings Management Co LLC reports the largest HRB position, $47.2M (1,140,000 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Prevatt Capital Ltd's: 5.9% of its portfolio.
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