Security record · archived quarter
HRB
H&R Block, Inc. · Consumer Cyclical · Personal Products & Services
17Tracked holders
+1Δ holders
64.47MShares held
$3.54BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +2.6% ·
net new positions +5.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 126 | 0 | 94.99M | $3.62B | +8 | −7 |
| Q1 2026 | 128 | -1 | 91.31M | $2.90B | +8 | −10 |
| Q4 2025 | 128 | -1 | 98.38M | $4.29B | +2 | −2 |
| Q3 2025 | 19 | 0 | 67.82M | $3.43B | +1 | −2 |
| Q2 2025 | 17 | +1 | 64.47M | $3.54B | +1 | — |
| Q1 2025 | 13 | 0 | 19.01M | $1.04B | +1 | −1 |
| Q4 2024 | 13 | -1 | 16.97M | $898.40M | — | −1 |
| Q3 2024 | 13 | +2 | 12.90M | $819.47M | +2 | — |
| Q2 2024 | 11 | — | 13.79M | $748.14M | — | — |
Who holds it · Q2 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 16.13M | — | $885.29M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 13.85M | — | $760.23M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 13.85M | — | $760.23M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 13.85M | — | $760.23M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 13.85M | — | $760.23M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 13.85M | — | $760.23M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | The Vanguard Group ✦ (passive) | 13.84M | — | $759.82M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | The Vanguard Group ✦ (passive) | 13.84M | — | $759.82M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | The Vanguard Group ✦ (passive) | 13.84M | — | $759.82M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | The Vanguard Group ✦ (passive) | 13.84M | — | $759.82M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | The Vanguard Group ✦ (passive) | 13.84M | — | $759.82M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (passive) | 4.22M | -5.7% | $233.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passive) | 2.85M | +5.6% | $156.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passive) | 2.85M | +5.6% | $156.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Wellington Management ✦ | 2.25M | +5.2% | $123.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Wellington Management ✦ | 2.25M | +5.2% | $123.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Wellington Management ✦ | 2.25M | +5.2% | $123.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Wellington Management ✦ | 2.25M | +5.2% | $123.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Wellington Management ✦ | 2.25M | +5.2% | $123.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 1.83M | +187.1% | $100.69M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 1.83M | +187.1% | $100.69M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 41 | Norges Bank ✦ (passive) | 1.78M | +59.2% | $97.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 1.62M | -9.6% | $88.51M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 1.62M | -9.6% | $88.51M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 1.62M | -9.6% | $88.51M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 1.62M | -9.6% | $88.51M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 1.62M | -9.6% | $88.51M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 47 | Arrowstreet Capital ✦ | 1.60M | +5.5% | $87.75M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 48 | D. E. Shaw & Co. ✦ | 1.13M | +17.9% | $62.28M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 1.13M | +17.9% | $62.28M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 50 | Marshall Wace ✦ | 1.09M | +24.6% | $59.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Marshall Wace ✦ | 1.09M | +24.6% | $59.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | T. Rowe Price ✦ | 986.60K | +1.0% | $54.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 986.60K | +1.0% | $54.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Bridgewater Associates ✦ | 632.82K | +20.7% | $34.74M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 55 | Millennium Management ✦ | 342.86K | -66.7% | $18.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | Two Sigma Investments ✦ | 153.22K | -41.9% | $8.41M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 57 | Point72 Asset Management ✦ | 149.90K | New | $8.23M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $8.23M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 480 holders, 120.14M shares, $3.72B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Aug 12
SC 13G — AQR CAPITAL MANAGEMENT LLC
Jul 31
SC 13G/A — VANGUARD PORTFOLIO MANAGEMENT LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2025 ·
Methodology ·
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