13F

HRB H&R BLOCK INC

2026Q1 · CUSIP 093671105

⚪ Neutral · No signal
Holders
482
Δ holders QoQ
-25
Breadth percentile
Top 94%
Whale holders
194
Δ whales
-8
Inst. holding value
$3.8B
New positions
81
Closed positions
106
Price momentum (1Q)
+28.5%
Put / Call
11/9

Breadth history (34 quarters)

2018Q1: Δ+7 · h=454 2018Q2: Δ-3 · h=451 2018Q3: Δ-15 · h=436 2018Q4: Δ+21 · h=457 2019Q1: Δ-6 · h=451 2019Q2: Δ+5 · h=456 2019Q3: Δ-19 · h=437 2019Q4: Δ+12 · h=449 2020Q1: Δ-62 · h=387 2020Q2: Δ-1 · h=386 2020Q3: Δ-5 · h=381 2020Q4: Δ-8 · h=373 2021Q1: Δ+1 · h=374 2021Q2: Δ+17 · h=391 2021Q3: Δ+0 · h=391 2021Q4: Δ-4 · h=387 2022Q1: Δ-2 · h=385 2022Q2: Δ+48 · h=433 2022Q3: Δ+28 · h=461 2022Q4: Δ-5 · h=456 2023Q1: Δ-31 · h=425 2023Q2: Δ-28 · h=397 2023Q3: Δ+14 · h=411 2023Q4: Δ+56 · h=467 2024Q1: Δ+14 · h=481 2024Q2: Δ+17 · h=498 2024Q3: Δ+42 · h=540 2024Q4: Δ+15 · h=555 2025Q1: Δ+13 · h=568 2025Q2: Δ-1 · h=567 2025Q3: Δ-20 · h=547 2025Q4: Δ-40 · h=507 2026Q1: Δ-25 · h=482 2018Q1: holders=454 2018Q2: holders=451 2018Q3: holders=436 2018Q4: holders=457 2019Q1: holders=451 2019Q2: holders=456 2019Q3: holders=437 2019Q4: holders=449 2020Q1: holders=387 2020Q2: holders=386 2020Q3: holders=381 2020Q4: holders=373 2021Q1: holders=374 2021Q2: holders=391 2021Q3: holders=391 2021Q4: holders=387 2022Q1: holders=385 2022Q2: holders=433 2022Q3: holders=461 2022Q4: holders=456 2023Q1: holders=425 2023Q2: holders=397 2023Q3: holders=411 2023Q4: holders=467 2024Q1: holders=481 2024Q2: holders=498 2024Q3: holders=540 2024Q4: holders=555 2025Q1: holders=568 2025Q2: holders=567 2025Q3: holders=547 2025Q4: holders=507 2026Q1: holders=482 -62 -31 +0 +31 +62 335466597 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 9 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q1 Top 19% -11.1% -23.4%
2024Q3 Top 6% -12.8% -3.3%
2024Q2 Top 16% -7.7% -17.6%
2023Q4 Top 8% +12.4% +41.2%
2023Q3 Top 13% +3.8% +20.7%
2022Q3 Top 3% -4.0% -26.5%
2022Q2 Top 1% -13.6% -15.3%
2021Q2 Top 17% -3.9% -2.3%
2018Q4 Top 11% +12.6% +16.6%
Put holders / Call holders: 11 / 9