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 |
| Empowered Funds, LLC | 0.02% | New | 100,174 | $3.2M |
| South Dakota Investment Council | 0.06% | Add +679.7% | 97,465 | $3.1M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +5.2% | 96,033 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +51.1% | 95,068 | $3.0M |
| Segall Bryant & Hamill, LLC | 0.04% | No change | 95,000 | $3.0M |
| Wedge Capital Management L L P | 0.05% | Add +44.8% | 92,304 | $2.9M |
| Vanguard Global Advisers, LLC | 0.00% | — | 91,754 | $2.9M |
| Intech Investment Management LLC | 0.03% | Add +19.7% | 89,816 | $2.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.5% | 86,730 | $2.8M |
| Natixis | 0.01% | Reduce -24.8% | 84,298 | $2.7M |
| Man Group plc | 0.01% | New | 82,338 | $2.6M |
| Trexquant Investment LP | 0.02% | New | 81,778 | $2.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -47.6% | 78,975 | $2.5M |
| Neo Ivy Capital Management | 0.66% | New | 78,333 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +107.7% | 77,150 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -1.9% | 76,979 | $2.4M |
| Jump Financial, LLC | 0.04% | Add +142.2% | 75,900 | $2.4M |
| SummitTX Capital, L.P. | 0.08% | Add +15.9% | 74,444 | $2.4M |
| Rodgers Brothers Inc. | 0.27% | Reduce -26.5% | 73,100 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +50.4% | 72,946 | $2.3M |
| Forum Finance Group S.A. | 1.20% | — | 85,275 | $2.2M |
| Storebrand Asset Management As | 0.01% | No change | 68,181 | $2.2M |
| Fifth Third Bancorp | 0.00% | Add +543.0% | 67,038 | $2.1M |
| Round Hill Asset Management | 1.39% | Add +22.5% | 66,901 | $2.1M |
| Caxton Associates LLP | 0.05% | New | 66,622 | $2.1M |
| Tealwood Asset Management Inc. | 0.96% | Add +92.3% | 66,438 | $2.1M |
| Schroder Investment Management Group | 0.00% | Add +138.5% | 66,649 | $2.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +60.7% | 66,200 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -57.0% | 66,229 | $2.1M |
| Kendall Capital Management | 0.43% | Reduce -7.6% | 65,415 | $2.1M |
| Nomura Asset Management International Inc. | 0.00% | Add +221.1% | 63,893 | $2.0M |
| Campbell & CO Investment Adviser LLC | 0.12% | Reduce -34.4% | 63,856 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Add +38.5% | 62,900 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Add +0.8% | 63,284 | $2.0M |
| HSBC Holdings PLC | 0.00% | Reduce -32.3% | 62,627 | $2.0M |
| Vest Financial, LLC | 0.02% | Add +9.5% | 62,072 | $2.0M |
| Picton Mahoney Asset Management | 0.02% | Add +212.7% | 60,314 | $1.9M |
| Optimist Retirement Group LLC | 0.81% | Add +36.6% | 57,808 | $1.8M |
| Amalgamated Bank | 0.01% | Add +0.1% | 57,623 | $1.8M |
| Qsemble Capital Management, LP | 0.14% | Add +8.9% | 57,158 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.7% | 56,954 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Reduce -15.8% | 56,903 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 55,233 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 55,009 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -70.3% | 54,063 | $1.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +1.0% | 53,618 | $1.7M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -5.1% | 53,554 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 53,282 | $1.7M |
| Rings Capital Management LLC | 0.90% | No change | 53,000 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +126.1% | 51,766 | $1.7M |
| Carolina Wealth Advisors, LLC | 0.68% | Add +4357.3% | 51,303 | $1.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 51,160 | $1.6M |
| Two Sigma Investments, LP | 0.00% | New | 50,738 | $1.6M |
| Tidal Investments LLC | 0.01% | Add +21.8% | 50,510 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -14.6% | 49,901 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -7.7% | 48,577 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 47,981 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +36.0% | 46,771 | $1.5M |
| Bridgewater Associates | 0.01% | Reduce -89.8% | 46,529 | $1.5M |
| Mariner, LLC | 0.00% | Add +0.9% | 45,051 | $1.4M |
| Caisse de depot et placement du Quebec | 0.00% | New | 44,600 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +12.1% | 44,486 | $1.4M |
| Vident Advisory, LLC | 0.01% | Add +28.3% | 44,376 | $1.4M |
| WINTON GROUP Ltd | 0.05% | New | 44,000 | $1.4M |
| Freestone Grove Partners LP | 0.01% | Add +74.3% | 43,978 | $1.4M |
| Auxier Asset Management LLC | 0.20% | Reduce -4.6% | 43,212 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 42,628 | $1.4M |
| M&T Bank Corp | 0.00% | Add +16.1% | 42,579 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -1.9% | 42,462 | $1.3M |
| Ceera Investments, LLC | 0.59% | Add +299.1% | 42,228 | $1.3M |
| Fox Run Management, L.L.C. | 0.23% | New | 42,105 | $1.3M |
| Commerce Bank | 0.01% | Reduce -5.0% | 41,940 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +105.2% | 40,812 | $1.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 40,374 | $1.3M |
| LGT Group Foundation | 0.02% | Add +72.5% | 40,093 | $1.3M |
| Chase Investment Counsel Corp. | 0.33% | Add +33.3% | 40,000 | $1.3M |
| Lighthouse Investment Partners, LLC | 0.05% | Reduce -6.0% | 39,934 | $1.3M |
| Cwm, LLC | 0.00% | Reduce -26.1% | 39,610 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Add +249.7% | 38,744 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.0% | 38,716 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -9.8% | 38,602 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +21.7% | 38,521 | $1.2M |
| Cunning Capital Partners, LP | 0.60% | No change | 37,360 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.1% | 37,196 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Add +5.1% | 36,800 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Add +64.9% | 35,430 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -2.6% | 34,738 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Reduce -29.6% | 34,700 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.7% | 34,165 | $1.1M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 32,306 | $1.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.4% | 31,760 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +13.3% | 31,528 | $1.0M |
| Linden Thomas Advisory Services, LLC | 0.10% | Add +0.7% | 31,157 | $989K |
| State of Michigan Retirement System | 0.01% | Add +2.0% | 30,468 | $967K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -37.0% | 29,784 | $945K |
| Focus Partners Wealth | 0.00% | Reduce -36.9% | 14,011 | $930K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 28,560 | $906K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 28,398 | $901K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +13.7% | 28,196 | $895K |
| First Citizens Bank & Trust Co. | 0.02% | Add +1.4% | 27,805 | $883K |
| New Mexico Educational Retirement Board | 0.03% | No change | 27,800 | $882K |
| Cetera Investment Advisers | 0.00% | Reduce -10.8% | 26,901 | $854K |
| Human Investing LLC | 0.12% | Reduce -13.0% | 26,443 | $839K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +3.2% | 26,024 | $826K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +68.0% | 24,325 | $772K |
| Huber Capital Management LLC | 0.12% | Add +1.8% | 23,524 | $747K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.8% | 23,352 | $741K |
| Bank of Montreal | 0.00% | Add +2.6% | 23,310 | $740K |
| QVIDTVM Management LLC | 0.91% | New | 23,255 | $738K |
| Argyle Capital Management, LLC | 0.24% | No change | 23,233 | $737K |
| Walleye Capital LLC | 0.00% | Add +1289.7% | 22,750 | $722K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.5% | 22,616 | $718K |
| Sovereign's Capital Management, LLC | 0.51% | Reduce -6.9% | 21,708 | $689K |
| Mirabella Financial Services LLP | 0.07% | New | 21,036 | $668K |
| HighTower Advisors, LLC | 0.00% | Add +34.6% | 20,968 | $666K |
| Kentucky Retirement Systems | 0.05% | New | 22,561 | $655K |
| Ritholtz Wealth Management | 0.01% | Reduce -33.3% | 20,212 | $642K |
| Baird Financial Group, Inc. | 0.00% | Add +7.5% | 19,983 | $634K |
| Maverick Capital | 0.01% | Reduce -82.6% | 19,943 | $633K |
| Chesley Taft & Associates LLC | 0.03% | Add +96.0% | 19,932 | $633K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.3% | 19,881 | $631K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.2% | 19,197 | $609K |
| Merit Financial Group, LLC | 0.00% | Add +39.9% | 19,006 | $603K |
| Range Financial Group LLC | 0.19% | Add +19.0% | 17,910 | $568K |
| Neuberger Berman Group LLC | 0.00% | Add +19.2% | 17,825 | $566K |
| Xponance LLC | 0.00% | Add +24.7% | 17,814 | $565K |
| MSH Capital Advisors LLC | 0.12% | Reduce -0.6% | 17,578 | $558K |
| Farther Finance Advisors, LLC | 0.01% | Add +17.9% | 17,126 | $544K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.7% | 17,045 | $541K |
| Engineers Gate Manager LP | 0.01% | Reduce -53.6% | 17,028 | $540K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 16,950 | $538K |
| Rockland Trust Co. | 0.02% | No change | 16,866 | $535K |
| Archer Investment Corp | 0.11% | Add +1937.5% | 16,300 | $517K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +46.3% | 15,911 | $505K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -2.0% | 15,800 | $501K |
| HB Wealth Management, LLC | 0.00% | Add +42.9% | 15,767 | $500K |
| Legacy Bridge, LLC | 0.18% | No change | 15,265 | $485K |
| Blueshift Asset Management, LLC | 0.15% | New | 15,219 | $483K |
| Choreo, LLC | 0.01% | Add +15.1% | 14,911 | $481K |
| RBF Capital, LLC | 0.02% | No change | 15,000 | $476K |
| Claret Asset Management Corp | 0.06% | No change | 14,690 | $466K |
| US Bancorp \de | 0.00% | Add +19.8% | 14,540 | $461K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,290 | $454K |
| NewEdge Advisors, LLC | 0.00% | Reduce -73.5% | 14,191 | $450K |
| AlphaGrep UK Ltd | 0.13% | Add +114.1% | 14,169 | $450K |
| Jones Financial Companies LLLP | 0.00% | Add +9.0% | 14,226 | $449K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -2.1% | 14,131 | $449K |
| Aster Capital Management (DIFC) Ltd | 0.15% | New | 8,147 | $447K |
| NewEdge Wealth, LLC | 0.01% | Reduce -98.4% | 13,843 | $439K |
| Group One Trading LLC | 0.01% | Add +2565.8% | 13,782 | $437K |
| Captrust Financial Advisors | 0.00% | Add +47.7% | 13,632 | $433K |
| Bank of Nova Scotia | 0.00% | Reduce -89.0% | 13,372 | $424K |
| CSS LLC | 0.07% | Add +25.8% | 13,159 | $418K |
| AE Wealth Management LLC | 0.00% | Reduce -9.3% | 12,974 | $412K |
| Journey Strategic Wealth LLC | 0.01% | Add +3.3% | 12,879 | $409K |
| FIL Ltd | 0.00% | Reduce -69.0% | 12,870 | $408K |
| Gsa Capital Partners LLP | 0.03% | Add +98.2% | 12,818 | $407K |
| Abacus Wealth Partners, LLC | 0.04% | New | 12,774 | $405K |
| Brooklyn Investment Group | 0.01% | Add +92.5% | 12,705 | $403K |
| Burns Matteson Capital Management, LLC | 0.16% | New | 12,669 | $402K |
| DGS Capital Management, LLC | 0.06% | Add +113.6% | 12,199 | $387K |
| Swiss Life Asset Management Ltd | 0.00% | Add +13.3% | 11,934 | $379K |
| Curi Capital, LLC | 0.01% | Add +0.3% | 11,757 | $373K |
| &partners | 0.00% | Reduce -1.9% | 11,757 | $373K |
| Convergence Financial, LLC | 0.04% | Add +9.4% | 11,540 | $366K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -91.6% | 11,445 | $363K |
| Bridgefront Capital, LLC | 0.09% | Reduce -71.9% | 11,108 | $353K |
| State of Wyoming | 0.04% | Add +1502.0% | 10,958 | $348K |
| IMC-Chicago, LLC | 0.01% | New | 10,475 | $332K |
| Barnett & Company, Inc. | 0.26% | New | 10,420 | $331K |
| Vise Technologies, Inc. | 0.01% | No change | 7,548 | $329K |
| CWC Advisors, LLC. | 0.16% | Reduce -1.6% | 10,288 | $327K |
| Vestcor Inc | 0.01% | Reduce -65.8% | 10,076 | $320K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.9% | 10,076 | $320K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -37.4% | 10,003 | $317K |
| Quinn Opportunity Partners LLC | 0.02% | New | 10,000 | $317K |
| Burney Co./ | 0.01% | Reduce -75.8% | 9,993 | $317K |
| iSAM Funds (UK) Ltd | 0.16% | Add +61.2% | 9,895 | $314K |
| denkapparat Operations GmbH | 0.13% | No change | 9,794 | $311K |
| CX Institutional | 0.01% | New | 9,733 | $309K |
| Aviso Wealth Management | 0.14% | Reduce -9.5% | 9,554 | $303K |
| Securian Asset Management, Inc. | 0.01% | Add +1.4% | 9,343 | $297K |
| Brown Advisory Inc. | 0.00% | Add +6.2% | 9,298 | $295K |
| Harbour Investments, Inc. | 0.00% | Reduce -24.1% | 9,208 | $292K |
| Taylor Hoffman Capital Management LLC | 0.09% | Add +8.5% | 9,027 | $287K |
| HM Payson & Co. | 0.00% | Add +678.3% | 8,950 | $284K |
| Chicago Partners Investment Group LLC | 0.01% | Add +30.7% | 8,676 | $273K |
| Mackenzie Financial Corp. | 0.00% | Reduce -15.8% | 8,532 | $271K |
| Tradewinds, LLC. | 0.09% | No change | 8,581 | $268K |
| Unifi Asset Management LP | 0.15% | No change | 8,355 | $265K |
| Inceptionr LLC | 0.06% | New | 8,093 | $257K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -6.9% | 8,065 | $256K |
| United Capital Financial Advisors, LLC | 0.00% | New | 7,939 | $252K |
| Van Diest Capital, LLC | 0.19% | New | 7,502 | $238K |
| Affinity Capital Advisors, LLC | 0.03% | Add +58.0% | 7,428 | $236K |
| IHT Wealth Management, LLC | 0.01% | Add +16.9% | 7,393 | $235K |
| Truist Financial Corp. | 0.00% | Reduce -56.7% | 7,358 | $234K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.7% | 7,264 | $231K |
| Inscription Capital, LLC | 0.02% | New | 7,133 | $226K |
| Blue Trust, Inc. | 0.00% | Add +3.4% | 7,088 | $225K |
| Park National Corp. | 0.01% | Reduce -4.9% | 6,998 | $222K |
| International Assets Investment Management, LLC | 0.02% | New | 6,975 | $222K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,982 | $222K |
| Allworth Financial LP | 0.00% | Add +16.9% | 6,758 | $214K |
| Utah Retirement Systems | 0.00% | No change | 6,719 | $213K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +979.0% | 6,668 | $212K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -43.1% | 6,592 | $209K |
| Keybank National Association | 0.00% | Add +40.4% | 6,520 | $207K |
| DNB Asset Management AS | 0.00% | New | 6,509 | $207K |
| Ieq Capital, LLC | 0.00% | New | 6,498 | $206K |
| Maryland State Retirement & Pension System | 0.00% | No change | 6,486 | $206K |
| Silver Coast Investments LLC | 0.07% | No change | 6,428 | $204K |
| Evergreen Capital Management LLC | 0.00% | New | 6,421 | $203K |
| MOKAN Wealth Management Inc. | 0.09% | Add +0.9% | 6,351 | $202K |
| Hantz Financial Services, Inc. | 0.00% | Add +81.9% | 5,996 | $190K |
| Acadian Asset Management LLC | 0.00% | Reduce -92.2% | 5,988 | $189K |
| Banque Cantonale Vaudoise | 0.01% | No change | 5,324 | $169K |
| UMB Bank, n.a. | 0.00% | Add +24.9% | 4,943 | $157K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.2% | 4,732 | $150K |
| Smartleaf Asset Management LLC | 0.01% | Add +252.5% | 4,456 | $141K |
| Rockefeller Capital Management L.P. | 0.00% | Add +18.4% | 4,227 | $134K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,180 | $133K |
| 1620 Investment Advisors, Inc. | 0.09% | Add +9.2% | 4,159 | $132K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -45.2% | 4,136 | $131K |
| KBC Group NV | 0.00% | No change | 3,929 | $125K |
| New Vernon Capital Holdings II LLC | 0.09% | No change | 3,763 | $119K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.9% | 3,646 | $116K |
| Corient IA LP | 0.11% | New | 3,540 | $112K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +42.4% | 3,362 | $107K |
| Measured Wealth Private Client Group, LLC | 0.03% | Reduce -59.8% | 3,316 | $105K |
| Rothschild Investment LLC | 0.01% | Add +100.8% | 3,304 | $105K |
| Parallel Advisors, LLC | 0.00% | Add +76.9% | 3,187 | $101K |
| Signaturefd, LLC | 0.00% | Add +273.8% | 3,151 | $100K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -73.8% | 3,082 | $98K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +11.4% | 3,046 | $97K |
| STRS Ohio | 0.00% | Reduce -1.3% | 2,996 | $95K |
| PEAK6 LLC | 0.00% | Reduce -76.9% | 2,872 | $91K |
| Quadrant Capital Group LLC | 0.00% | Reduce -52.8% | 2,816 | $89K |
| MAI Capital Management | 0.00% | Add +267.6% | 2,794 | $89K |
| Leonteq Securities AG | 0.01% | New | 2,718 | $86K |
| Destiny Wealth Partners, LLC | 0.01% | New | 2,704 | $86K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -37.6% | 2,566 | $81K |
| Versant Capital Management, Inc | 0.01% | Add +1233.9% | 2,521 | $80K |
| Advisory Services Network, LLC | 0.00% | New | 2,502 | $79K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +34.5% | 2,423 | $77K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 2,400 | $76K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,303 | $73K |
| Covestor Ltd | 0.05% | Add +8.6% | 2,246 | $71K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +166.3% | 2,210 | $70K |
| Huntington National Bank | 0.00% | Add +24.9% | 2,032 | $64K |
| Independence Bank of Kentucky | 0.01% | No change | 2,000 | $63K |
| North Star Investment Management Corp. | 0.00% | Add +0.1% | 1,986 | $63K |
| Bard Associates Inc. | 0.01% | New | 1,822 | $59K |
| Corsicana & Co. | 0.04% | No change | 1,050 | $58K |
| Larson Financial Group LLC | 0.00% | Add +332.4% | 1,773 | $56K |
| Simplex Trading, LLC | 0.00% | Reduce -88.3% | 1,540 | $49K |
| National Bank of Canada | 0.00% | Add +2.9% | 1,475 | $47K |
| Walleye Trading LLC | 0.00% | New | 1,326 | $42K |
| Bogart Wealth, LLC | 0.00% | Add +51.4% | 1,311 | $42K |
| SBI Securities Co., Ltd. | 0.00% | Add +38.6% | 1,278 | $41K |
| Essential Partners LLC | 0.01% | Reduce -74.4% | 1,249 | $40K |
| IFP Advisors, Inc | 0.00% | Reduce -19.5% | 1,189 | $38K |
| GAMMA Investing LLC | 0.00% | Reduce -55.1% | 1,176 | $37K |
| High Point Wealth Management, LLC | 0.04% | Reduce -49.5% | 1,152 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -23.5% | 1,101 | $35K |
| Parkside Financial Bank & Trust | 0.00% | Add +41.9% | 1,016 | $32K |
| Employees Retirement System of Texas | 0.00% | No change | 1,000 | $32K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +17.6% | 998 | $32K |
| Valley National Advisers Inc. | 0.00% | No change | 800 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | Add +1.1% | 773 | $25K |
| WPG Advisers, LLC | 0.02% | Add +21.2% | 755 | $24K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 734 | $23K |
| Salem Investment Counselors Inc. | 0.00% | New | 714 | $23K |
| Penserra Capital Management LLC | 0.00% | Add +3.0% | 711 | $22K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2856.5% | 680 | $22K |
| Nvwm, LLC | 0.00% | No change | 676 | $21K |
| True Wealth Design, LLC | 0.01% | Add +972.6% | 665 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +52.3% | 655 | $21K |
| Salomon & Ludwin, LLC | 0.00% | Add +610.8% | 590 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +448.1% | 581 | $18K |
| SHP Wealth Management | 0.00% | Add +4.2% | 571 | $18K |
| Atwood & Palmer Inc. | 0.00% | No change | 570 | $18K |
| Quent Capital, LLC | 0.00% | Reduce -94.6% | 544 | $17K |
| Mather Group, Llc. | 0.00% | New | 531 | $17K |
| Private Wealth Asset Management, LLC | 0.00% | Add +133.3% | 525 | $17K |
| Arax Advisory Partners | 0.00% | Reduce -73.6% | 460 | $17K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 500 | $16K |
| NFSG Corp | 0.00% | No change | 500 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3206.7% | 496 | $16K |
| Bessemer Group Inc. | 0.00% | Add +3.8% | 434 | $13K |
| Eastern Bank | 0.00% | No change | 400 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.3% | 387 | $12K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 379 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 358 | $11K |
| Spire Wealth Management | 0.00% | Reduce -62.4% | 314 | $10K |
| Pacific Center for Financial Services | 0.00% | No change | 280 | $9K |
| Highline Wealth Partners LLC | 0.00% | New | 271 | $9K |
| Root Financial Partners, LLC | 0.00% | Reduce -23.4% | 258 | $8K |
| Tsfg, LLC | 0.00% | Add +0.8% | 259 | $8K |
| WealthCollab, LLC | 0.00% | Reduce -23.1% | 236 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +66.9% | 232 | $7K |
| SouthState Bank Corp | 0.00% | Add +5.5% | 232 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Add +3100.0% | 224 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +23.4% | 211 | $7K |
| Basepoint Wealth LLC | 0.00% | Add +1.5% | 208 | $7K |
| Zions Bancorporation, National Association | 0.00% | New | 207 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -41.7% | 201 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 200 | $6K |
| Abound Wealth Management | 0.00% | Reduce -67.5% | 200 | $6K |
| CoreCap Advisors, LLC | 0.00% | Add +3820.0% | 196 | $6K |
| Bokf, NA | 0.00% | New | 181 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 172 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 171 | $5K |
| Wilkerson Advisory Group LLC | 0.00% | New | 167 | $5K |
| Sachetta, LLC | 0.00% | New | 148 | $5K |
| LRI Investments, LLC | 0.00% | Add +18.2% | 143 | $5K |
| Centennial Bank | 0.00% | No change | 140 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +200.0% | 135 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 133 | $4K |
| Signature Equity Partners, LLC | 0.00% | New | 132 | $4K |
| McMillan Office, Inc. | 0.00% | No change | 130 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 125 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 121 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -36.3% | 116 | $4K |
| Grove Bank & Trust | 0.00% | No change | 113 | $4K |
| United Financial Planning Group LLC | 0.00% | Add +337.5% | 105 | $3K |
| High Note Wealth, LLC | 0.00% | New | 103 | $3K |
| Key Capital Management, INC | 0.00% | New | 102 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +50.8% | 98 | $3K |
| Chilton Capital Management LLC | 0.00% | New | 97 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.1% | 92 | $3K |
| Curio Wealth, LLC | 0.00% | Add +1.2% | 87 | $3K |
| Ancora Advisors LLC | 0.00% | New | 86 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -39.7% | 82 | $3K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 80 | $3K |
| CVA Family Office, LLC | 0.00% | Add +85.4% | 76 | $2K |
| First Pacific Financial | 0.00% | New | 74 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Add +0.0% | 71 | $2K |
| Blume Capital Management, Inc. | 0.00% | New | 66 | $2K |
| Kilter Group LLC | 0.00% | Add +550.0% | 65 | $2K |
| Whittier Trust Co. | 0.00% | Reduce -58.9% | 60 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 60 | $2K |
| Horizon Investments, LLC | 0.00% | Reduce -96.8% | 60 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 53 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 52 | $2K |
| CENTRAL TRUST Co | 0.00% | Reduce -84.8% | 45 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 42 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -68.0% | 41 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -90.8% | 40 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 39 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 38 | $1K |
| Torren Management, LLC | 0.00% | Reduce -91.9% | 33 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +357.1% | 32 | $1K |
| Avion Wealth | 0.00% | Add +375.0% | 57 | $1K |
| Magnolia Wealth Management, LLC | 0.00% | New | 30 | $952 |
| First Command Advisory Services, Inc. | 0.00% | No change | 29 | $920 |
| Fortitude Family Office, LLC | 0.00% | No change | 28 | $889 |
| Dunhill Financial, LLC | 0.00% | Add +766.7% | 26 | $838 |
| Aventura Private Wealth, LLC | 0.00% | No change | 26 | $825 |
| Cromwell Holdings LLC | 0.00% | New | 24 | $762 |
| Sunrise Financial Services, LLC | 0.00% | No change | 23 | $730 |
| Cornerstone Financial Management LLC | 0.00% | Add +40.0% | 21 | $667 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -89.8% | 17 | $545 |
| Asset Dedication, LLC | 0.00% | Reduce -93.4% | 16 | $508 |
| Westside Investment Management, Inc. | 0.00% | No change | 15 | $476 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 13 | $416 |
| Maseco LLP | 0.00% | New | 13 | $415 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -45.5% | 12 | $381 |
| Whipplewood Advisors, LLC | 0.00% | New | 10 | $317 |
| Creative Financial Designs Inc. | 0.00% | New | 10 | $317 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -47.4% | 10 | $301 |
| Quaker Wealth Management, LLC | 0.00% | Add +28.6% | 9 | $286 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -41.7% | 7 | $225 |
| Clearstead Trust, LLC | 0.00% | Reduce -96.8% | 7 | $223 |
| First Horizon Corp. | 0.00% | No change | 7 | $222 |
| Hughes Financial Services, LLC | 0.00% | New | 6 | $190 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -66.7% | 5 | $159 |
| NBT Bank, N.A. | 0.00% | New | 5 | $159 |
| Manchester Capital Management LLC | 0.00% | Reduce -98.1% | 5 | $159 |
| PMV Capital Advisers, LLC | 0.00% | New | 4 | $141 |
| American Capital Advisory, LLC | 0.00% | Reduce -78.6% | 3 | $96 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 2 | $64 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $32 |
| Triumph Capital Management | 0.00% | No change | 1 | $32 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1 | $32 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -80.0% | 1 | $32 |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.