H&R BlockHRB
13F holders, Q1 2026 (March 31)486holders −20
74new positions
93sold out
8famous investors
$31.77avg. 13F price*
At the end of Q1 2026, 486 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, down 20 from Q4 2025. 74 opened new positions and 93 sold out. The largest holders were BlackRock, Inc. ($493.2M), FMR LLC ($485.2M) and Vanguard Portfolio Management LLC ($230.8M). 8 famous investors held it, including Li Lu (1.6% of Himalaya Capital Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q1 2026)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $112.8M |
| Exits | 93 | $261.4M |
All 13F filers, Q4 2025 → Q1 2026: 18,425,369 shares bought and 13,472,513 shares sold, net +4,952,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 486 holders
| BlackRock, Inc. | 0.01% | Reduce -1.9% | 15,538,824 | $493.2M |
| FMR LLC | 0.03% | Add +4.9% | 15,287,403 | $485.2M |
| Vanguard Portfolio Management LLC | 0.01% | — | 7,272,325 | $230.8M |
| Vanguard Capital Management LLC | 0.00% | — | 5,655,035 | $179.5M |
| Fuller & Thaler Asset Management, Inc. | 0.46% | Reduce -0.1% | 4,280,293 | $135.9M |
| State Street Corp. | 0.00% | Add +0.2% | 3,994,793 | $128.5M |
| Lazard Asset Management LLC | 0.20% | Add +50.9% | 3,761,094 | $119.4M |
| Citadel Advisors | 0.07% | Add +99.1% | 3,183,175 | $101.0M |
| AQR Capital Management | 0.05% | Reduce -6.5% | 3,182,725 | $99.9M |
| Geode Capital Management, LLC | 0.01% | Add +8.5% | 3,137,087 | $99.6M |
| Northern Trust Corp. | 0.01% | Add +24.8% | 3,015,136 | $95.7M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -8.4% | 2,307,766 | $73.2M |
| Morgan Stanley | 0.00% | Add +32.5% | 1,988,035 | $63.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +13.0% | 1,781,623 | $56.5M |
| Himalaya Capital Management | 1.61% | New | 1,626,906 | $51.6M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -11.2% | 1,594,384 | $50.6M |
| LSV Asset Management | 0.10% | Reduce -0.2% | 1,531,890 | $48.6M |
| Bank of New York Mellon Corp | 0.01% | Add +6.8% | 1,516,885 | $48.1M |
| Invesco Ltd. | 0.00% | Add +136.5% | 1,451,084 | $46.1M |
| Ranmore Fund Management Ltd | 5.87% | Add +47.7% | 1,400,000 | $44.4M |
| First Trust Advisors LP | 0.03% | Add +26.2% | 1,328,584 | $42.2M |
| Marshall Wace, LLP | 0.04% | Reduce -3.3% | 1,136,544 | $36.1M |
| D. E. Shaw & Co. | 0.03% | Reduce -16.1% | 1,128,669 | $35.8M |
| Barclays PLC | 0.01% | Add +41.8% | 1,108,222 | $35.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +19.9% | 1,081,378 | $34.3M |
| Lodge Hill Capital, LLC | 6.44% | Add +31.3% | 1,050,000 | $33.3M |
| Bank of America Corp. | 0.00% | Reduce -4.3% | 1,008,715 | $32.0M |
| UBS Group AG | 0.01% | Reduce -0.0% | 934,695 | $29.7M |
| Boston Trust Walden Corp | 0.23% | Add +15.3% | 895,236 | $28.4M |
| Jupiter Asset Management Ltd. | 0.15% | Add +16904.7% | 890,538 | $28.3M |
| Qube Research & Technologies Ltd | 0.04% | Add +68.4% | 854,591 | $27.1M |
| Squarepoint Ops LLC | 0.06% | Add +919.4% | 808,762 | $25.7M |
| Wellington Management Group LLP | 0.00% | Reduce -52.4% | 807,644 | $25.6M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 788,710 | $25.0M |
| Royce & Associates LP | 0.24% | Add +145.7% | 776,716 | $24.7M |
| Prevatt Capital Ltd | 6.07% | Add +102.9% | 710,000 | $22.5M |
| Pacer Advisors, Inc. | 0.06% | Add +29.9% | 692,760 | $22.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.3% | 566,410 | $17.9M |
| Sei Investments Co. | 0.02% | Add +25.2% | 532,705 | $16.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +42.3% | 506,200 | $16.1M |
| Framtiden Holdings Management Co LLC | 15.23% | Add +78.2% | 490,000 | $15.6M |
| Los Angeles Capital Management LLC | 0.06% | Add +73245.9% | 471,614 | $15.0M |
| Royal Bank of Canada | 0.00% | Reduce -20.4% | 428,112 | $13.6M |
| Balyasny Asset Management L.P. | 0.03% | Add +30.5% | 414,663 | $13.2M |
| Nuveen, LLC | 0.00% | Reduce -40.2% | 407,885 | $12.9M |
| Quantinno Capital Management LP | 0.02% | Add +188.8% | 398,279 | $12.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.2% | 392,279 | $12.5M |
| Rhumbline Advisers | 0.01% | Add +0.9% | 378,278 | $12.0M |
| Alps Advisors Inc. | 0.06% | Reduce -4.9% | 369,617 | $11.7M |
| Rwwm, Inc. | 0.83% | New | 360,354 | $11.4M |
| Ameriprise Financial Inc. | 0.00% | Add +130.1% | 345,460 | $11.0M |
| Swedbank AB | 0.01% | No change | 345,643 | $11.0M |
| Millennium Management | 0.01% | Reduce -59.0% | 343,642 | $10.9M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | New | 326,650 | $10.4M |
| California Public Employees Retirement System | 0.01% | Reduce -16.1% | 296,419 | $9.4M |
| Cambria Investment Management, L.P. | 0.52% | Add +47.3% | 294,773 | $9.4M |
| Principal Financial Group Inc. | 0.00% | Add +4.3% | 283,449 | $9.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -25.3% | 206,235 | $9.0M |
| Atom Investors LP | 0.62% | Add +59.4% | 273,466 | $8.7M |
| Capital Fund Management S.A. | 0.08% | Add +249.7% | 268,390 | $8.5M |
| Sound Income Strategies, LLC | 0.40% | Add +145.0% | 259,921 | $8.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | New | 254,844 | $8.1M |
| Tectonic Advisors LLC | 0.42% | Add +27.6% | 251,935 | $8.0M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 250,100 | $7.9M |
| GMO | 0.02% | Reduce -2.6% | 234,400 | $7.4M |
| Amundi | 0.00% | Add +2344.3% | 229,207 | $7.3M |
| Victory Capital Management Inc. | 0.00% | Add +33.9% | 225,203 | $7.1M |
| Kingsview Wealth Management, LLC | 0.09% | Add +30.9% | 216,560 | $6.9M |
| Legal & General Group Plc | 0.00% | Reduce -10.1% | 181,752 | $5.8M |
| Midwest Trust Co | 0.07% | Reduce -1.9% | 167,138 | $5.3M |
| Sprott Inc. | 0.16% | Add +230.0% | 165,000 | $5.2M |
| SG Americas Securities, LLC | 0.01% | Add +72.4% | 163,973 | $5.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -81.5% | 161,742 | $5.1M |
| Retirement Systems of Alabama | 0.02% | Add +2.4% | 155,400 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Add +438.0% | 151,103 | $4.8M |
| California State Teachers Retirement System | 0.01% | Add +11.7% | 149,211 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -76.8% | 148,869 | $4.7M |
| Landscape Capital Management, L.L.C. | 0.28% | Reduce -33.0% | 141,108 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +28.2% | 140,180 | $4.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.7% | 138,306 | $4.4M |
| Voya Investment Management LLC | 0.01% | Reduce -52.0% | 137,415 | $4.4M |
| Illinois Municipal Retirement Fund | 0.06% | Add +30.5% | 137,280 | $4.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -6.8% | 128,519 | $4.1M |
| Creative Planning | 0.00% | Add +31.2% | 127,561 | $4.0M |
| Crawford Investment Counsel Inc. | 0.07% | Add +20.8% | 122,498 | $3.9M |
| Nisa Investment Advisors, LLC | 0.01% | Add +6.8% | 119,136 | $3.8M |
| Agf Management Ltd. | 0.02% | Add +74.7% | 120,211 | $3.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 116,154 | $3.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +48.8% | 112,337 | $3.6M |
| Prudential Financial Inc. | 0.00% | Add +16.0% | 108,145 | $3.4M |
| Teacher Retirement System of Texas | 0.01% | Add +374.4% | 106,616 | $3.4M |
| Franklin Resources Inc. | 0.00% | Reduce -1.2% | 106,177 | $3.4M |
| Seizert Capital Partners, LLC | 0.15% | Add +9.7% | 105,963 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.4% | 104,966 | $3.3M |
| LPL Financial LLC | 0.00% | Add +60.2% | 104,714 | $3.3M |
| Kennondale Capital Management LLC | 2.39% | Add +256.2% | 104,304 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.0% | 103,740 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -42.1% | 103,302 | $3.3M |
| Inlet Private Wealth, LLC | 0.83% | New | 102,752 | $3.3M |
| Nordea Investment Management AB | 0.00% | Reduce -6.9% | 103,301 | $3.2M |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.