Smart Money Radar / Tickers / HRB

HRB Consumer Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
245
of 482 total, index funds excluded
This quarter
+58
83 out
Conviction
1 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $3.8B held
FundValueNote
BlackRock, Inc. $493M
FMR LLC $485M
VANGUARD PORTFOLIO MANAGEME… $231M
VANGUARD CAPITAL MANAGEMENT… $179M
FULLER & THALER ASSET MANAG… $136M
STATE STREET CORP $128M
LAZARD ASSET MANAGEMENT LLC $119M
Ken Griffin $101M famous whale
AQR CAPITAL MANAGEMENT LLC $100M
GEODE CAPITAL MANAGEMENT, L… $100M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.