H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
No open-market purchases or sales by H&R Block Inc insiders were filed in the last 90 days; 544 institutions reported holding it in 13F filings for Q2 2026, worth $4.87B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in H&R Block Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 544
- +60 vs. Q1 2026
- Shares held
- 127.9M
- +6.58M (+5.4%) vs. Q1 2026
- Total value
- $4.87B
- +$1.02B (+26.4%) vs. Q1 2026
- New holders
- 127
- 195 more added
- Sold out
- 67
- 142 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HRB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 544 | $4.87B |
| Q1 2026 | 490 | $3.86B |
| Q4 2025 | 508 | $5.12B |
| Q3 2025 | 544 | $5.93B |
| Q2 2025 | 563 | $6.79B |
| Q1 2025 | 564 | $7.00B |
| Q4 2024 | 552 | $6.68B |
| Q3 2024 | 544 | $7.92B |
| Q2 2024 | 498 | $6.85B |
| Q1 2024 | 480 | $6.29B |
| Q4 2023 | 469 | $6.11B |
| Q3 2023 | 413 | $5.72B |
| Q2 2023 | 399 | $4.32B |
| Q1 2023 | 425 | $5.07B |
| Q4 2022 | 455 | $5.24B |
| Q3 2022 | 461 | $5.87B |
| Q2 2022 | 437 | $4.93B |
| Q1 2022 | 388 | $3.63B |
| Q4 2021 | 391 | $3.39B |
| Q3 2021 | 398 | $3.74B |
| Q2 2021 | 393 | $3.59B |
| Q1 2021 | 377 | $3.37B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,326,241 | $621.7M | 0.01% | +787,417+5.1% | Added |
| FMR LLC | 15,744,303 | $599.5M | 0.03% | +456,900+3.0% | Added |
| AQR Capital Management LLC | 9,616,406 | $366.2M | 0.13% | +6,433,681+202.1% | Added |
| Vanguard Portfolio Management LLC | 6,210,650 | $236.5M | 0.01% | −1,061,675−14.6% | Reduced |
| Vanguard Capital Management LLC | 5,713,146 | $217.6M | 0.00% | +58,111+1.0% | Added |
| State Street Corp | 4,157,916 | $160.0M | 0.00% | +163,123+4.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,975,923 | $151.4M | 0.41% | −304,370−7.1% | Reduced |
| Lazard Asset Management LLC | 3,244,474 | $123.5M | 0.19% | −516,620−13.7% | Reduced |
| Geode Capital Management, LLC | 3,061,311 | $116.6M | 0.01% | −75,776−2.4% | Reduced |
| Northern Trust Corp | 2,934,354 | $111.7M | 0.01% | −80,782−2.7% | Reduced |
| Dimensional Fund Advisors LP | 2,272,476 | $86.5M | 0.02% | −35,290−1.5% | Reduced |
| Morgan Stanley | 2,185,522 | $83.2M | 0.00% | +197,487+9.9% | Added |
| First Trust Advisors LP | 2,007,551 | $76.4M | 0.04% | +678,967+51.1% | Added |
| Goldman Sachs Group Inc | 1,922,900 | $73.2M | 0.01% | +841,522+77.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,912,427 | $72.8M | 0.03% | +318,043+19.9% | Added |
| Charles Schwab Investment Management Inc | 1,845,107 | $70.3M | 0.01% | +63,484+3.6% | Added |
| Los Angeles Capital Management LLC | 1,714,217 | $65.3M | 0.24% | +1,242,603+263.5% | Added |
| LSV Asset Management | 1,591,990 | $60.6M | 0.11% | +60,100+3.9% | Added |
| Bank of New York Mellon Corp | 1,476,375 | $56.2M | 0.01% | −40,510−2.7% | Reduced |
| Ranmore Fund Management Ltd | 1,400,000 | $53.3M | 5.90% | 00.0% | Unchanged |
| Framtiden Holdings Management Co LLC | 1,140,000 | $47.2M | 28.62% | +650,000+132.7% | Added |
| Norges Bank | 1,219,451 | $46.4M | 0.00% | +1,219,451 | New |
| Royce & Associates LP | 1,063,355 | $40.5M | 0.33% | +286,639+36.9% | Added |
| Invesco Ltd. | 977,704 | $37.2M | 0.00% | −473,380−32.6% | Reduced |
| UBS Group AG | 908,285 | $34.6M | 0.01% | −26,410−2.8% | Reduced |
| Quantinno Capital Management LP | 826,467 | $31.5M | 0.04% | +428,188+107.5% | Added |
| Vanguard Fiduciary Trust Co | 804,290 | $30.6M | 0.01% | +15,580+2.0% | Added |
| Capital Fund Management S.A. | 765,437 | $29.1M | 0.21% | +497,047+185.2% | Added |
| Pacer Advisors, Inc. | 755,162 | $28.8M | 0.07% | +62,402+9.0% | Added |
| Royal Bank of Canada | 752,508 | $28.7M | 0.00% | +324,396+75.8% | Added |
| Prevatt Capital Ltd | 710,000 | $27.0M | 5.86% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 708,067 | $27.0M | 0.02% | −420,602−37.3% | Reduced |
| SEI Investments Co | 694,524 | $26.4M | 0.02% | +161,819+30.4% | Added |
| Boston Trust Walden Corp | 673,795 | $25.7M | 0.20% | −221,441−24.7% | Reduced |
| Panagora Asset Management Inc | 626,434 | $23.9M | 0.07% | +626,434 | New |
| Bank of America Corp | 617,929 | $23.5M | 0.00% | −390,786−38.7% | Reduced |
| Barclays PLC | 604,025 | $23.0M | 0.01% | −504,197−45.5% | Reduced |
| Lodge Hill Capital, LLC | 565,900 | $21.5M | 3.61% | −484,100−46.1% | Reduced |
| JPMorgan Chase & Co | 556,757 | $21.5M | 0.00% | −9,653−1.7% | Reduced |
| Citadel Advisors LLC | 534,124 | $20.3M | 0.01% | −2,649,051−83.2% | Reduced |
| Canada Pension Plan Investment Board | 505,000 | $19.2M | 0.01% | −1,200−0.2% | Reduced |
| Wellington Management Group LLP | 421,459 | $16.0M | 0.00% | −386,185−47.8% | Reduced |
| UBS Asset Management Americas Inc | 411,812 | $15.7M | 0.00% | +19,533+5.0% | Added |
| Nuveen, LLC | 401,261 | $15.3M | 0.00% | −6,624−1.6% | Reduced |
| Ameriprise Financial Inc | 368,323 | $14.0M | 0.00% | +22,863+6.6% | Added |
| Alps Advisors Inc | 360,246 | $13.7M | 0.06% | −9,371−2.5% | Reduced |
| Swedbank AB | 345,643 | $13.2M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 339,250 | $12.9M | 0.01% | −39,028−10.3% | Reduced |
| Balyasny Asset Management LLC | 336,833 | $12.8M | 0.02% | −77,830−18.8% | Reduced |
| Jupiter Topco LLC | 329,673 | $12.6M | 0.01% | +329,673 | New |
| South Dakota Investment Council | 317,883 | $12.1M | 0.21% | +220,418+226.2% | Added |
| Mackenzie Financial Corp | 308,367 | $11.7M | 0.01% | +299,835+3,514.2% | Added |
| Cerity Partners LLC | 302,752 | $11.5M | 0.01% | +162,572+116.0% | Added |
| Two Sigma Investments, LP | 301,186 | $11.5M | 0.01% | +250,448+493.6% | Added |
| RWWM, Inc. | 296,272 | $11.3M | 0.83% | −64,082−17.8% | Reduced |
| Mariner, LLC | 293,120 | $11.2M | 0.01% | +248,069+550.6% | Added |
| Principal Financial Group Inc | 287,666 | $11.0M | 0.01% | +4,217+1.5% | Added |
| Sprott Inc. | 285,000 | $10.9M | 0.36% | +120,000+72.7% | Added |
| Robeco Institutional Asset Management B.V. | 282,804 | $10.8M | 0.01% | +27,960+11.0% | Added |
| Tectonic Advisors LLC | 280,725 | $10.7M | 0.51% | +28,790+11.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 271,197 | $10.3M | 0.02% | +36,797+15.7% | Added |
| Algert Global LLC | 265,980 | $10.1M | 0.12% | +265,980 | New |
| Forum Finance Group S.A. | 326,888 | $10.1M | 3.62% | +241,613+283.3% | Added |
| Sound Income Strategies, LLC | 261,903 | $9.97M | 0.45% | +1,982+0.8% | Added |
| California Public Employees Retirement System | 258,863 | $9.86M | 0.01% | −37,556−12.7% | Reduced |
| Creative Planning | 257,760 | $9.82M | 0.01% | +130,199+102.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 256,840 | $9.78M | 0.03% | −69,810−21.4% | Reduced |
| Swiss National Bank | 254,400 | $9.69M | 0.01% | +4,300+1.7% | Added |
| Cambria Investment Management, L.P. | 254,284 | $9.68M | 0.48% | −40,489−13.7% | Reduced |
| Victory Capital Management Inc | 252,830 | $9.63M | 0.01% | +27,627+12.3% | Added |
| Alliancebernstein L.P. | 273,121 | $8.67M | 0.00% | +66,886+32.4% | Added |
| Schroder Investment Management Group | 206,260 | $7.88M | 0.01% | +139,611+209.5% | Added |
| CI Private Wealth, LLC | 204,524 | $7.79M | 0.01% | +138,295+208.8% | Added |
| Brookstone Capital Management | 192,545 | $7.33M | 0.07% | +192,545 | New |
| Legal & General Group Plc | 182,210 | $6.94M | 0.00% | +458+0.3% | Added |
| Great West Life Assurance Co | 177,891 | $6.77M | 0.01% | +74,151+71.5% | Added |
| Marshall Wace, LLP | 176,836 | $6.73M | 0.01% | −959,708−84.4% | Reduced |
| Engineers Gate Manager LP | 171,857 | $6.54M | 0.08% | +154,829+909.3% | Added |
| Franklin Resources Inc | 170,134 | $6.48M | 0.00% | +63,957+60.2% | Added |
| Ieq Capital, LLC | 165,056 | $6.29M | 0.03% | +158,558+2,440.1% | Added |
| Midwest Trust Co | 163,659 | $6.23M | 0.07% | −3,479−2.1% | Reduced |
| Trexquant Investment LP | 160,540 | $6.11M | 0.04% | +78,762+96.3% | Added |
| California State Teachers Retirement System | 146,872 | $5.59M | 0.01% | −2,339−1.6% | Reduced |
| Seizert Capital Partners, LLC | 146,440 | $5.58M | 0.23% | +40,477+38.2% | Added |
| Price T Rowe Associates Inc | 143,770 | $5.47M | 0.00% | −5,099−3.4% | Reduced |
| New York State Teachers Retirement System | 139,549 | $5.31M | 0.01% | +1,243+0.9% | Added |
| Empowered Funds, LLC | 138,160 | $5.26M | 0.03% | +37,986+37.9% | Added |
| Kingsview Wealth Management, LLC | 134,228 | $5.11M | 0.06% | −82,332−38.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 134,150 | $5.11M | 0.01% | +134,150 | New |
| Vanguard Global Advisers, LLC | 132,793 | $5.06M | 0.00% | +41,039+44.7% | Added |
| Mercer Global Advisors Inc | 131,120 | $4.99M | 0.01% | +92,404+238.7% | Added |
| Retirement Systems of Alabama | 131,106 | $4.99M | 0.02% | −24,294−15.6% | Reduced |
| State Board of Administration of Florida Retirement System | 126,289 | $4.81M | 0.01% | −2,230−1.7% | Reduced |
| Landscape Capital Management, L.L.C. | 125,951 | $4.80M | 0.31% | −15,157−10.7% | Reduced |
| Citigroup Inc | 125,943 | $4.80M | 0.00% | +71,880+133.0% | Added |
| Crawford Investment Counsel Inc | 123,450 | $4.70M | 0.08% | +952+0.8% | Added |
| Elo Mutual Pension Insurance Co | 121,359 | $4.62M | 0.06% | +25,326+26.4% | Added |
| Vanguard Asset Management, Ltd | 121,017 | $4.61M | 0.00% | +4,863+4.2% | Added |
| Raymond James Financial Inc | 120,120 | $4.57M | 0.00% | +16,818+16.3% | Added |
| Nisa Investment Advisors, LLC | 118,362 | $4.56M | 0.01% | −774−0.6% | Reduced |