H&R BlockHRB
13F holders, Q2 2026 (June 30)541holders +55
121new positions
67sold out
6famous investors
$38.09avg. 13F price*
At the end of Q2 2026, 541 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, up 55 from Q1 2026. 121 opened new positions and 67 sold out. The largest holders were BlackRock, Inc. ($621.7M), FMR LLC ($599.5M) and AQR Capital Management ($366.2M). 6 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q2 2026)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $110.8M |
| Exits | 67 | $116.2M |
All 13F filers, Q1 2026 → Q2 2026: 20,869,751 shares bought and 15,865,571 shares sold, net +5,004,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 541 holders
| BlackRock, Inc. | 0.01% | Add +5.1% | 16,326,241 | $621.7M |
| FMR LLC | 0.03% | Add +3.0% | 15,744,303 | $599.5M |
| AQR Capital Management | 0.13% | Add +202.1% | 9,616,406 | $366.2M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -14.6% | 6,210,650 | $236.5M |
| Vanguard Capital Management LLC | 0.00% | Add +1.0% | 5,713,146 | $217.6M |
| State Street Corp. | 0.00% | Add +4.1% | 4,157,916 | $160.0M |
| Fuller & Thaler Asset Management, Inc. | 0.41% | Reduce -7.1% | 3,975,923 | $151.4M |
| Lazard Asset Management LLC | 0.19% | Reduce -13.7% | 3,244,474 | $123.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.4% | 3,061,311 | $116.6M |
| Northern Trust Corp. | 0.01% | Reduce -2.7% | 2,934,354 | $111.7M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.5% | 2,272,476 | $86.5M |
| Morgan Stanley | 0.00% | Add +9.9% | 2,185,522 | $83.2M |
| First Trust Advisors LP | 0.04% | Add +51.1% | 2,007,551 | $76.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +77.8% | 1,922,900 | $73.2M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +19.9% | 1,912,427 | $72.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.6% | 1,845,107 | $70.3M |
| Los Angeles Capital Management LLC | 0.24% | Add +263.5% | 1,714,217 | $65.3M |
| LSV Asset Management | 0.11% | Add +3.9% | 1,591,990 | $60.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.7% | 1,476,375 | $56.2M |
| Ranmore Fund Management Ltd | 5.90% | No change | 1,400,000 | $53.3M |
| Framtiden Holdings Management Co LLC | 28.62% | Add +132.7% | 1,140,000 | $47.2M |
| Norges Bank | 0.00% | — | 1,219,451 | $46.4M |
| Royce & Associates LP | 0.33% | Add +36.9% | 1,063,355 | $40.5M |
| Invesco Ltd. | 0.00% | Reduce -32.6% | 977,704 | $37.2M |
| UBS Group AG | 0.01% | Reduce -2.8% | 908,285 | $34.6M |
| Quantinno Capital Management LP | 0.04% | Add +107.5% | 826,467 | $31.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.0% | 804,290 | $30.6M |
| Capital Fund Management S.A. | 0.21% | Add +185.2% | 765,437 | $29.1M |
| Pacer Advisors, Inc. | 0.07% | Add +9.0% | 755,162 | $28.8M |
| Royal Bank of Canada | 0.00% | Add +75.8% | 752,508 | $28.7M |
| Prevatt Capital Ltd | 5.86% | No change | 710,000 | $27.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -37.3% | 708,067 | $27.0M |
| Sei Investments Co. | 0.02% | Add +30.4% | 694,524 | $26.4M |
| Boston Trust Walden Corp | 0.20% | Reduce -24.7% | 673,795 | $25.7M |
| Panagora Asset Management Inc. | 0.07% | New | 626,434 | $23.9M |
| Bank of America Corp. | 0.00% | Reduce -38.7% | 617,929 | $23.5M |
| Barclays PLC | 0.01% | Reduce -45.5% | 604,025 | $23.0M |
| Lodge Hill Capital, LLC | 3.61% | Reduce -46.1% | 565,900 | $21.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 556,757 | $21.5M |
| Citadel Advisors | 0.01% | Reduce -83.2% | 534,124 | $20.3M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -0.2% | 505,000 | $19.2M |
| Wellington Management Group LLP | 0.00% | Reduce -47.8% | 421,459 | $16.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.0% | 411,812 | $15.7M |
| Nuveen, LLC | 0.00% | Reduce -1.6% | 401,261 | $15.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.6% | 368,323 | $14.0M |
| Alps Advisors Inc. | 0.06% | Reduce -2.5% | 360,246 | $13.7M |
| Swedbank AB | 0.01% | No change | 345,643 | $13.2M |
| Rhumbline Advisers | 0.01% | Reduce -10.3% | 339,250 | $12.9M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -18.8% | 336,833 | $12.8M |
| Jupiter Topco LLC | 0.01% | — | 329,673 | $12.6M |
| South Dakota Investment Council | 0.21% | Add +226.2% | 317,883 | $12.1M |
| Mackenzie Financial Corp. | 0.01% | Add +3514.2% | 308,367 | $11.7M |
| Cerity Partners LLC | 0.01% | Add +116.0% | 302,752 | $11.5M |
| Two Sigma Investments, LP | 0.01% | Add +493.6% | 301,186 | $11.5M |
| Rwwm, Inc. | 0.83% | Reduce -17.8% | 296,272 | $11.3M |
| Mariner, LLC | 0.01% | Add +550.6% | 293,120 | $11.2M |
| Principal Financial Group Inc. | 0.01% | Add +1.5% | 287,666 | $11.0M |
| Sprott Inc. | 0.37% | Add +72.7% | 285,000 | $10.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +11.0% | 282,804 | $10.8M |
| Tectonic Advisors LLC | 0.51% | Add +11.4% | 280,725 | $10.7M |
| GMO | 0.02% | Add +15.7% | 271,197 | $10.3M |
| Algert Global LLC | 0.12% | New | 265,980 | $10.1M |
| Forum Finance Group S.A. | 3.62% | Add +283.3% | 326,888 | $10.1M |
| Sound Income Strategies, LLC | 0.45% | Add +0.8% | 261,903 | $10.0M |
| California Public Employees Retirement System | 0.01% | Reduce -12.7% | 258,863 | $9.9M |
| Creative Planning | 0.01% | Add +102.1% | 257,760 | $9.8M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -21.4% | 256,840 | $9.8M |
| Swiss National Bank | 0.01% | Add +1.7% | 254,400 | $9.7M |
| Cambria Investment Management, L.P. | 0.48% | Reduce -13.7% | 254,284 | $9.7M |
| Victory Capital Management Inc. | 0.01% | Add +12.3% | 252,830 | $9.6M |
| Alliancebernstein L.P. | 0.00% | Add +32.4% | 273,121 | $8.7M |
| Schroder Investment Management Group | 0.01% | Add +209.5% | 206,260 | $7.9M |
| Corient Private Wealth LP | 0.01% | Add +208.8% | 204,524 | $7.8M |
| Brookstone Capital Management | 0.07% | New | 192,545 | $7.3M |
| Legal & General Group Plc | 0.00% | Add +0.3% | 182,210 | $6.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +71.5% | 177,891 | $6.8M |
| Marshall Wace, LLP | 0.01% | Reduce -84.4% | 176,836 | $6.7M |
| Engineers Gate Manager LP | 0.08% | Add +909.3% | 171,857 | $6.5M |
| Franklin Resources Inc. | 0.00% | Add +60.2% | 170,134 | $6.5M |
| Ieq Capital, LLC | 0.03% | Add +2440.1% | 165,056 | $6.3M |
| Midwest Trust Co | 0.07% | Reduce -2.1% | 163,659 | $6.2M |
| Trexquant Investment LP | 0.04% | Add +96.3% | 160,540 | $6.1M |
| California State Teachers Retirement System | 0.01% | Reduce -1.6% | 146,872 | $5.6M |
| Seizert Capital Partners, LLC | 0.23% | Add +38.2% | 146,440 | $5.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -3.4% | 143,770 | $5.5M |
| New York State Teachers Retirement System | 0.01% | Add +0.9% | 139,549 | $5.3M |
| Empowered Funds, LLC | 0.03% | Add +37.9% | 138,160 | $5.3M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -38.0% | 134,228 | $5.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 134,150 | $5.1M |
| Vanguard Global Advisers, LLC | 0.00% | Add +44.7% | 132,793 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +238.7% | 131,120 | $5.0M |
| Retirement Systems of Alabama | 0.01% | Reduce -15.6% | 131,106 | $5.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.7% | 126,289 | $4.8M |
| Landscape Capital Management, L.L.C. | 0.31% | Reduce -10.7% | 125,951 | $4.8M |
| Citigroup Inc. | 0.00% | Add +133.0% | 125,943 | $4.8M |
| Crawford Investment Counsel Inc. | 0.08% | Add +0.8% | 123,450 | $4.7M |
| Elo Mutual Pension Insurance Co | 0.06% | Add +26.4% | 121,359 | $4.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +4.2% | 121,017 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +16.3% | 120,120 | $4.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.7% | 118,362 | $4.6M |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.