Public record / Tickers / HRB

HRB — H&R BLOCK INC

Both disclosure regimes on one name: who in Congress filed about HRB, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming HRB
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
430
top-430 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Val T. Hoyle · $1.0K–$15.0K

Sale · traded 2025-09-23 → filed 2025-10-10. Ranked over every HRB row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HRB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HRB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2020-05-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 04-29 +14d$1K–$15K
2020-05-07Dean Phillips D–MN-3SaleTraded 04-02 +35d$1K–$15K
2020-04-16Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-18 +29d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in HRB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HRB in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · HRB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
2 Himalaya Capital, Caxton Associates $53.8M held
Trimming
1 Bridgewater Associates $1.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BLOCK H & R INC

Merged timeline of congressional filings and notable-manager moves on HRB
DateWhoChangeSize
2026-05-15Himalaya Capital 13Fnew+1,626,906 sh
2026-05-15Bridgewater Associates 13Ftrim−409,126 sh
2026-05-14Caxton Associates 13Fnew+66,622 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HRB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$493M1
2FMR LLC$485M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$231M1
4VANGUARD CAPITAL MANAGEMENT LLC$179M1
5FULLER & THALER ASSET MANAGEMENT, INC.$136M1
6STATE STREET CORP$128M1
7LAZARD ASSET MANAGEMENT LLC$119M1
8CITADEL ADVISORS LLC$101M1
9AQR CAPITAL MANAGEMENT LLC$99.9M1
10NORTHERN TRUST CORP$95.7M1
11DIMENSIONAL FUND ADVISORS LP$73.2M1
12MORGAN STANLEY$63.1M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.5M1
14Himalaya Capital Management LLC$51.6M1
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$50.6M1
16Invesco Ltd.$46.1M1
17Ranmore Fund Management Ltd$44.4M1
18FIRST TRUST ADVISORS LP$42.2M1
19D. E. Shaw & Co., Inc.$35.8M1
20Lodge Hill Capital, LLC$33.3M1
21BANK OF AMERICA CORP /DE/$32.0M1
22UBS Group AG$29.7M1
23JUPITER ASSET MANAGEMENT LTD$28.3M1
24Qube Research & Technologies Ltd$27.1M1
25Squarepoint Ops LLC$25.7M1
26WELLINGTON MANAGEMENT GROUP LLP$25.6M1
27VANGUARD FIDUCIARY TRUST CO$25.0M1
28ROYCE & ASSOCIATES LP$24.7M1
29Prevatt Capital Ltd$22.5M1
30SEI INVESTMENTS CO$16.9M1
31CANADA PENSION PLAN INVESTMENT BOARD$16.1M1
32Framtiden Holdings Management Co LLC$15.6M1
33ROYAL BANK OF CANADA$13.6M1
34BALYASNY ASSET MANAGEMENT L.P.$13.2M1
35Nuveen, LLC$12.9M1
36Quantinno Capital Management LP$12.6M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12.5M1
38ALPS ADVISORS INC$11.7M1
39RWWM, Inc.$11.4M1
40Swedbank AB$11.0M1
41MILLENNIUM MANAGEMENT LLC$10.9M1
42HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$10.4M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.4M1
44Cambria Investment Management, L.P.$9.4M1
45PRINCIPAL FINANCIAL GROUP INC$9.0M1
46ALLIANCEBERNSTEIN L.P.$9.0M1
47Atom Investors LP$8.7M1
48Robeco Institutional Asset Management B.V.$8.1M1
49TECTONIC ADVISORS LLC$8.0M1
50Swiss National Bank$7.9M1
51Grantham, Mayo, Van Otterloo & Co. LLC$7.4M1
52Amundi$7.3M1
53VICTORY CAPITAL MANAGEMENT INC$7.1M1
54Kingsview Wealth Management, LLC$6.9M1
55Legal & General Group Plc$5.8M1
56Midwest Trust Co$5.3M1
57SPROTT INC.$5.2M1
58Retirement Systems of Alabama$4.9M1
59SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.8M1
60LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$4.5M1
61Cerity Partners LLC$4.4M1
62VOYA INVESTMENT MANAGEMENT LLC$4.4M1
63Illinois Municipal Retirement Fund$4.4M1
64STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.1M1
65Creative Planning$4.0M1
66CRAWFORD INVESTMENT COUNSEL INC$3.9M1
67VANGUARD ASSET MANAGEMENT, Ltd$3.7M1
68Mitsubishi UFJ Trust & Banking Corp$3.6M1
69PRUDENTIAL FINANCIAL INC$3.4M1
70TEACHER RETIREMENT SYSTEM OF TEXAS$3.4M1
71FRANKLIN RESOURCES INC$3.4M1
72SEIZERT CAPITAL PARTNERS, LLC$3.4M1
73LPL Financial LLC$3.3M1
74Kennondale Capital Management LLC$3.3M1
75RAYMOND JAMES FINANCIAL INC$3.3M1
76Inlet Private Wealth, LLC$3.3M1
77NORDEA INVESTMENT MANAGEMENT AB$3.2M1
78Empowered Funds, LLC$3.2M1
79Elo Mutual Pension Insurance Co$3.0M1
80STIFEL FINANCIAL CORP$3.0M1
81Vanguard Global Advisers, LLC$2.9M1
82INTECH INVESTMENT MANAGEMENT LLC$2.9M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.8M1
84NATIXIS$2.7M1
85Man Group plc$2.6M1
86Trexquant Investment LP$2.6M1
87Universal- Beteiligungs- und Servicegesellschaft mbH$2.5M1
88COMMONWEALTH EQUITY SERVICES, LLC$2.4M1
89SummitTX Capital, L.P.$2.4M1
90Rodgers Brothers Inc.$2.3M1
91State of New Jersey Common Pension Fund D$2.3M1
92STOREBRAND ASSET MANAGEMENT AS$2.2M1
93FIFTH THIRD BANCORP$2.1M1
94CAXTON ASSOCIATES LLP$2.1M1
95SCHRODER INVESTMENT MANAGEMENT GROUP$2.1M1
96Corient Private Wealth LLC$2.1M1
97NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.0M1
98HSBC HOLDINGS PLC$2.0M1
99Vest Financial, LLC$2.0M1
100PICTON MAHONEY ASSET MANAGEMENT$1.9M1
101Optimist Retirement Group LLC$1.8M1
102Qsemble Capital Management, LP$1.8M1
103Janus Henderson Group Ltd.$1.8M1
104STATE OF WISCONSIN INVESTMENT BOARD$1.8M1
105CITIGROUP INC$1.7M1
106Brevan Howard Capital Management LP$1.7M1
107WELLS FARGO & COMPANY/MN$1.7M1
108Rings Capital Management LLC$1.7M1
109Pathstone Holdings, LLC$1.7M1
110TWO SIGMA INVESTMENTS, LP$1.6M1
111Tidal Investments LLC$1.6M1
112O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M1
113MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
114Y-Intercept (Hong Kong) Ltd$1.5M1
115Bridgewater Associates, LP$1.5M1
116Mariner, LLC$1.4M1
117CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.4M1
118Zurcher Kantonalbank (Zurich Cantonalbank)$1.4M1
119Vident Advisory, LLC$1.4M1
120WINTON GROUP Ltd$1.4M1
121Freestone Grove Partners LP$1.4M1
122DEUTSCHE BANK AG\$1.3M1
123M&T BANK CORP$1.3M1
124CEERA INVESTMENTS, LLC$1.3M1
125FOX RUN MANAGEMENT, L.L.C.$1.3M1
126COMMERCE BANK$1.3M1
127OSAIC HOLDINGS, INC.$1.3M1
128CIBC Bancorp USA Inc.$1.3M1
129LGT Group Foundation$1.3M1
130Lighthouse Investment Partners, LLC$1.3M1
131CWM, LLC$1.3M1
132Mutual Advisors, LLC$1.2M1
133MERCER GLOBAL ADVISORS INC /ADV$1.2M1
134Kestra Advisory Services, LLC$1.2M1
135Summit Trail Advisors, LLC$1.1M1
136Arizona State Retirement System$1.1M1
137WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
138Vanguard Investments Australia, Ltd.$1.0M1
139COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.0M1
140Hennion & Walsh Asset Management, Inc.$1.0M1
141Linden Thomas Advisory Services, LLC$989K1
142ENVESTNET ASSET MANAGEMENT INC$945K1
143Focus Partners Wealth$930K1
144NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$901K1
145Sequoia Financial Advisors, LLC$895K1
146FIRST CITIZENS BANK & TRUST CO$883K1
147Cetera Investment Advisers$854K1
148Human Investing LLC$839K1
149OREGON PUBLIC EMPLOYEES RETIREMENT FUND$826K1
150Vanguard Personalized Indexing Management, LLC$772K1
151Huber Capital Management LLC$747K1
152Ameritas Investment Partners, Inc.$741K1
153BANK OF MONTREAL /CAN/$740K1
154QVIDTVM Management LLC$738K1
155Argyle Capital Management, LLC$737K1
156Walleye Capital LLC$722K1
157Envestnet Portfolio Solutions, Inc.$718K1
158Sovereign's Capital Management, LLC$689K1
159MIRABELLA FINANCIAL SERVICES LLP$668K1
160HighTower Advisors, LLC$666K1
161RITHOLTZ WEALTH MANAGEMENT$642K1
162MAVERICK CAPITAL LTD$633K1
163Chesley Taft & Associates LLC$633K1
164Pictet Asset Management Holding SA$631K1
165Merit Financial Group, LLC$603K1
166Range Financial Group LLC$568K1
167XPONANCE LLC$565K1
168MSH Capital Advisors LLC$558K1
169Wealthfront Advisers LLC$541K1
170Engineers Gate Manager LP$540K1
171ROCKLAND TRUST CO$535K1
172DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$505K1
173Ifrah Financial Services, Inc.$501K1
174HB Wealth Management, LLC$500K1
175Legacy Bridge, LLC$485K1
176Blueshift Asset Management, LLC$483K1
177CHOREO, LLC$481K1
178RBF Capital, LLC$476K1
179US BANCORP \DE\$461K1
180TCM Advisors, LLC$457K1
181NewEdge Advisors, LLC$450K1
182New Age Alpha Advisors, LLC$449K1
183Aster Capital Management (DIFC) Ltd$447K1
184NewEdge Wealth, LLC$439K1
185GROUP ONE TRADING LLC$437K1
186BANK OF NOVA SCOTIA$424K1
187CSS LLC/IL$418K1
188AE Wealth Management LLC$412K1
189JOURNEY STRATEGIC WEALTH LLC$409K1
190FIL Ltd$408K1
191Brooklyn Investment Group$403K1
192Swiss Life Asset Management Ltd$379K1
193Curi Capital, LLC$373K1
194&PARTNERS$373K1
195Convergence Financial, LLC$366K1
196Crossmark Global Holdings, Inc.$363K1
197Bridgefront Capital, LLC$353K1
198State of Wyoming$348K1
199IMC-Chicago, LLC$332K1
200Barnett & Company, Inc.$331K1
201Vise Technologies, Inc.$329K1
202CWC Advisors, LLC.$327K1
203FEDERATED HERMES, INC.$320K1
204Quinn Opportunity Partners LLC$317K1
205BURNEY CO/$317K1
206iSAM Funds (UK) Ltd$314K1
207denkapparat Operations GmbH$311K1
208JONES FINANCIAL COMPANIES LLLP$305K1
209AVISO WEALTH MANAGEMENT$303K1
210SECURIAN ASSET MANAGEMENT, INC$297K1
211BROWN ADVISORY INC$295K1
212Taylor Hoffman Capital Management LLC$287K1
213HM PAYSON & CO$284K1
214Chicago Partners Investment Group LLC$273K1
215MACKENZIE FINANCIAL CORP$271K1
216INCEPTIONR LLC$257K1
217UNITED CAPITAL FINANCIAL ADVISORS, LLC$252K1
218Van Diest Capital, LLC$238K1
219Affinity Capital Advisors, LLC$236K1
220IHT Wealth Management, LLC$235K1
221TRUIST FINANCIAL CORP$234K1
222Inscription Capital, LLC$226K1
223Blue Trust, Inc.$225K1
224INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$222K1
225EP Wealth Advisors, LLC$222K1
226Allworth Financial LP$214K1
227Utah Retirement Systems$213K1
228NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$212K1
229Ensign Peak Advisors, Inc$209K1
230KEYBANK NATIONAL ASSOCIATION/OH$207K1
231IEQ CAPITAL, LLC$206K1
232Maryland State Retirement & Pension System$206K1
233Silver Coast Investments LLC$204K1
234EVERGREEN CAPITAL MANAGEMENT LLC$203K1
235MOKAN Wealth Management Inc.$202K1
236Banque Cantonale Vaudoise$169K1
237UMB Bank, n.a.$157K1
238MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$150K1
239Smartleaf Asset Management LLC$141K1
240Rockefeller Capital Management L.P.$134K1
241Tower Research Capital LLC (TRC)$131K1
242New Vernon Capital Holdings II LLC$119K1
243Measured Wealth Private Client Group, LLC$105K1
244SIGNATUREFD, LLC$100K1
245Federation des caisses Desjardins du Quebec$97.8K1
246Eurizon Capital SGR S.p.A.$96.9K1
247QUADRANT CAPITAL GROUP LLC$89.4K1
248MAI Capital Management$88.7K1
249Leonteq Securities AG$86.3K1
250Destiny Wealth Partners, LLC$85.8K1
251ARMSTRONG ADVISORY GROUP, INC$81.4K1
252BNP Paribas Asset Management Holding S.A.$76.9K1
253Medallion Wealth Advisors, LLC$76.2K1
254Center for Financial Planning, Inc.$73.1K1
255NOMURA ASSET MANAGEMENT CO LTD$70.1K1
256BARD ASSOCIATES INC$58.6K1
257Corsicana & Co.$57.7K1
258Larson Financial Group LLC$56.3K1
259SIMPLEX TRADING, LLC$48.9K1
260NATIONAL BANK OF CANADA /FI/$46.8K1
261Walleye Trading LLC$42.1K1
262Steward Partners Investment Advisory, LLC$34.9K1
263Parkside Financial Bank & Trust$32.2K1
264Mirae Asset Global Investments Co., Ltd.$31.7K1
265ELEVATION WEALTH PARTNERS, LLC$24.5K1
266WPG Advisers, LLC$24.0K1
267Owl Creek Wealth Partners LLC$23.3K1
268SALEM INVESTMENT COUNSELORS INC$23.0K1
269Pinnacle Wealth Planning Services, Inc.$21.6K1
270True Wealth Design, LLC$21.1K1
271Mitsubishi UFJ Asset Management Co., Ltd.$20.8K1
272Salomon & Ludwin, LLC$19.0K1
273SHP Wealth Management$18.1K1
274ATWOOD & PALMER INC$18.1K1
275MATHER GROUP, LLC.$16.9K1
276Arax Advisory Partners$16.6K1
277NFSG Corp$15.9K1
278EASTERN BANK$12.7K1
279GHP Investment Advisors, Inc.$12.3K1
280Harbor Asset Planning, Inc.$12.0K1
281Cherry Tree Wealth Management, LLC$11.4K1
282Pacific Center for Financial Services$8.9K1
283WealthCollab, LLC$7.5K1
284Bell Investment Advisors, Inc$7.4K1
285ASSETMARK, INC$6.4K1
286SITTNER & NELSON, LLC$6.3K1
287Abound Wealth Management$6.3K1
288Sachetta, LLC$4.7K1
289Annis Gardner Whiting Capital Advisors, LLC$4.3K1
290Signature Equity Partners, LLC$4.2K1
291FARMERS & MERCHANTS INVESTMENTS INC$4.0K1
292Keating Financial Advisory Services, Inc.$3.7K1
293Grove Bank & Trust$3.6K1
294United Financial Planning Group LLC$3.3K1
295CANADA LIFE ASSURANCE Co$3.3K1
296Key Capital Management, INC$3.2K1
297SJS Investment Consulting Inc.$3.1K1
298South Dakota Investment Council$3.1K1
299CHILTON CAPITAL MANAGEMENT LLC$3.1K1
300Darwin Wealth Management, LLC$2.9K1
301JFS WEALTH ADVISORS, LLC$2.6K1
302Cassaday & Co Wealth Management LLC$2.5K1
303CVA Family Office, LLC$2.4K1
304First Pacific Financial$2.3K1
305Dogwood Wealth Management LLC$2.3K1
306TEALWOOD ASSET MANAGEMENT INC$2.1K1
307Blume Capital Management, Inc.$2.1K1
308Kilter Group LLC$2.1K1
309State of Alaska, Department of Revenue$1.8K1
310Treasurer of the State of North Carolina$1.7K1
311Strategic Investment Solutions, Inc. /IL$1.7K1
312CENTRAL TRUST Co$1.4K1
313TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.4K1
314Clearstead Advisors, LLC$1.3K1
315CHASE INVESTMENT COUNSEL CORP$1.3K1
316JPL Wealth Management, LLC$1.2K1
317SouthState Bank Corp$1.0K1
318MV CAPITAL MANAGEMENT, INC.$1.0K1
319Magnolia Wealth Management, LLC$9521
320THRIVENT FINANCIAL FOR LUTHERANS$9061
321Cromwell Holdings LLC$7621
322Sunrise Financial Services, LLC$7301
323Kentucky Retirement Systems$6551
324Transamerica Financial Advisors, LLC$5451
325Asset Dedication, LLC$5081
326Westside Investment Management, Inc.$4761
327Claret Asset Management Corp$4661
328PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4541
329MASECO LLP$4151
330GSA CAPITAL PARTNERS LLP$4071
331DiNuzzo Private Wealth, Inc.$3811
332Vestcor Inc$3201
333Quaker Wealth Management, LLC$2861
334Clearstead Trust, LLC$2231
335ACADIAN ASSET MANAGEMENT LLC$1891
336Manchester Capital Management LLC$1591
337KBC Group NV$1251
338American Capital Advisory, LLC$961
339Ritter Daniher Financial Advisory LLC / DE$641
340Employees Retirement System of Texas$321
341Triumph Capital Management$321
342Vermillion Wealth Management, Inc.$321
343HFM Investment Advisors, LLC$321
344VALLEY NATIONAL ADVISERS INC$251
345Penserra Capital Management LLC$221
346Smallwood Wealth Investment Management, LLC$201
347Avion Wealth$11
348Jefferies Financial Group Inc.$01
349VANGUARD GROUP INC$01
350MML INVESTORS SERVICES, LLC$01
351AMERICAN CENTURY COMPANIES INC$01
352HANCOCK WHITNEY CORP$01
353HARBOUR INVESTMENTS, INC.$01
354COMERICA BANK$01
355ADVISORY RESEARCH INC$01
356GUYASUTA INVESTMENT ADVISORS INC$01
357MARTINGALE ASSET MANAGEMENT L P$01
358VIRGINIA RETIREMENT SYSTEMS ET Al$01
359NATIXIS ADVISORS, LLC$01
360Roof Eidam Maycock Peralta, LLC$01
361CIBC WORLD MARKETS CORP$01
362D.A. DAVIDSON & CO.$01
363GATEWAY INVESTMENT ADVISERS LLC$01
364FULTON BREAKEFIELD BROENNIMAN LLC$01
365NEW YORK LIFE INVESTMENT MANAGEMENT LLC$01
366COUNTRY TRUST BANK$01
367GUGGENHEIM CAPITAL LLC$01
368CIBC Private Wealth Group LLC$01
369Aurora Investment Counsel$01
370ProShare Advisors LLC$01
371Orion Porfolio Solutions, LLC$01
372NORGES BANK$01
373Boston Partners$01
374WBI INVESTMENTS, LLC$01
375CASTLEKEEP INVESTMENT ADVISORS LLC$01
376Ruffer LLP$01
377OXFORD ASSET MANAGEMENT LLP$01
378Verition Fund Management LLC$01
379DekaBank Deutsche Girozentrale$01
380EXCHANGE TRADED CONCEPTS, LLC$01
381HRT FINANCIAL LP$01
382Savant Capital, LLC$01
383Kessler Investment Group, LLC$01
384LBMC INVESTMENT ADVISORS, LLC$01
385JANE STREET GROUP, LLC$01
386Capital Advisors, Ltd. LLC$01
387Waldron Private Wealth LLC$01
388ARMISTICE CAPITAL, LLC$01
389Point72 Asset Management, L.P.$01
390Versor Investments LP$01
391Morningstar Investment Management LLC$01
392OneDigital Investment Advisors LLC$01
393LEVEL FOUR ADVISORY SERVICES, LLC$01
394GenTrust, LLC$01
395McIlrath & Eck, LLC$01
396Stratos Wealth Advisors, LLC$01
397DV Trading LLC$01
398Steigerwald, Gordon & Koch Inc.$01
399Arnhold LLC$01
400Global Retirement Partners, LLC$01
401MQS Management LLC$01
402Robertson Stephens Wealth Management, LLC$01
403OSSIAM$01
404TWINBEECH CAPITAL LP$01
405Meeder Advisory Services, Inc.$01
406Key FInancial Inc$01
407CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC$01
408Aquatic Capital Management LLC$01
409TUCKER ASSET MANAGEMENT LLC$01
410AlphaQuest LLC$01
411Wedmont Private Capital$01
412SageView Advisory Group, LLC$01
413Dunhill Financial, LLC$01
414Gallacher Capital Management LLC$01
415Caitong International Asset Management Co., Ltd$01
416Quarry LP$01
417Marex Group Ltd$01
418Turning Point Benefit Group, Inc.$01
419Focus Financial Network, Inc.$01
420Abel Hall, LLC$01
421Jain Global LLC$01
422Motiv8 Investments LLC$01
423Fieldview Capital Management, LLC$01
424Wealth Watch Advisors, INC$01
425Legacy Wealth Managment, LLC/ID$01
426Rialto Wealth Management, LLC$01
427Maridea Wealth Management LLC$01
428North Dakota State Investment Board$01
429Arbejdsmarkedets Tillaegspension$01
430Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 430 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HRB

RETAINED WINDOW · ACTIVE HITS

Zero hits on HRB in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HRB · financials and macro

Financials — as filed PLANNED

HRB's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HRB on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing