Security record · archived quarter
HRB
H&R Block, Inc. · Consumer Cyclical · Personal Products & Services
128Tracked holders
-1Δ holders
98.38MShares held
$4.29BReported value
+2New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -0.8% ·
share flow -1.1% ·
net new positions 0.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 143.55K | $5.81M | n/a | −3 |
| Q2 2026 | 124 | 0 | 94.95M | $3.62B | +8 | −9 |
| 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 | n/a |
| Q1 2025 | 13 | 0 | 19.01M | $1.04B | +1 | −1 |
| Q4 2024 | 13 | -1 | 16.97M | $898.40M | n/a | −1 |
| Q3 2024 | 13 | +2 | 12.90M | $819.47M | +2 | n/a |
| Q2 2024 | 11 | n/a | 13.79M | $748.14M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 15.83M | -2.7% | $689.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 2 | Fidelity (FMR) ✦ | 14.57M | +1.3% | $634.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | The Vanguard Group ✦ (passive) | 13.31M | -2.5% | $580.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (passive) | 3.99M | -4.2% | $175.39M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 3.40M | +31.2% | $147.00M | 0.1% | ▲ Add | 7 | SEC ↗ ×5 |
| 6 | Boston Partners | 3.07M | n/a | $133.57M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 7 | Geode Capital Management ✦ (passive) | 2.89M | -2.5% | $125.99M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | Dimensional Fund Advisors Lp | 2.52M | n/a | $109.82M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | Lazard Asset Management Llc | 2.49M | n/a | $108.60M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Northern Trust Corp | 2.42M | n/a | $105.27M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 11 | Arrowstreet Capital ✦ | 1.79M | -9.8% | $78.20M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Wellington Management ✦ | 1.70M | -26.3% | $74.00M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
| 13 | Citadel Advisors ✦ | 1.60M | +14.5% | $69.68M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 14 | Norges Bank ✦ (passive) | 1.59M | New | $69.44M | 0.0% | New | 1 | SEC ↗ |
| 15 | Charles Schwab Investment… | 1.58M | n/a | $68.71M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.50M | -17.9% | $65.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 17 | Bank of New York Mellon Corp | 1.42M | n/a | $61.88M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 18 | D. E. Shaw & Co. ✦ | 1.35M | +61.3% | $58.65M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 19 | Marshall Wace ✦ | 1.18M | -1.9% | $51.23M | 0.1% | ▼ Trim | 4 | SEC ↗ ×3 |
| 20 | Bank Of America Corp /De/ | 1.05M | n/a | $45.92M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 21 | First Trust Advisors Lp | 1.05M | n/a | $45.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | UBS Group AG | 934.92K | n/a | $40.74M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Goldman Sachs Group ✦ | 902.07K | +4.5% | $39.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | Bnp Paribas Financial Markets | 873.61K | n/a | $38.07M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Millennium Management ✦ | 839.27K | +268.1% | $36.58M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 26 | Barclays Plc | 781.70K | n/a | $34.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | UBS AM, a distinct business unit of… | 691.04K | n/a | $30.12M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 28 | Nuveen, LLC | 681.71K | n/a | $29.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | T. Rowe Price ✦ | 640.92K | -39.9% | $27.93M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 30 | JPMorgan Chase ✦ | 631.51K | -51.4% | $27.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 31 | Invesco Ltd. | 613.62K | n/a | $26.74M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 32 | Royal Bank Of Canada | 537.49K | n/a | $23.42M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 33 | Pacer Advisors, Inc. | 533.39K | n/a | $23.25M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 507.48K | n/a | $22.12M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jane Street Group, Llc | 467.64K | n/a | $20.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Bridgewater Associates ✦ | 455.65K | -24.8% | $19.86M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 37 | Sei Investments Co | 425.56K | n/a | $18.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Rhumbline Advisers | 374.93K | n/a | $16.34M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Canada Pension Plan Investment Board | 355.80K | n/a | $15.51M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | California Public Employees… | 353.08K | n/a | $15.39M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Swedbank AB | 345.64K | n/a | $15.06M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Balyasny Asset Management L.P. | 317.80K | n/a | $13.85M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Corient Private Wealth LP | 311.73K | n/a | $13.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Voya Investment Management Llc | 286.60K | n/a | $12.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Alliancebernstein L.P. | 276.21K | n/a | $12.04M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Principal Financial Group Inc | 271.89K | n/a | $11.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Swiss National Bank | 252.10K | n/a | $10.99M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Grantham, Mayo, Van Otterloo & Co.… | 240.79K | n/a | $10.49M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Legal & General Group Plc | 202.17K | n/a | $8.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Hsbc Holdings Plc | 184.92K | n/a | $8.02M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 51 | Citigroup Inc | 182.08K | n/a | $7.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | Raymond James Financial Inc | 178.56K | n/a | $7.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Victory Capital Management Inc | 168.24K | n/a | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Universal- Beteiligungs- und… | 150.85K | n/a | $6.57M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Ameriprise Financial Inc | 150.15K | n/a | $6.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | Hrt Financial Lp | 145.56K | n/a | $6.34M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Quantinno Capital Management LP | 137.93K | n/a | $6.01M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | State Board Of Administration Of… | 137.93K | n/a | $6.01M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | California State Teachers… | 133.64K | n/a | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bank Of Nova Scotia | 121.13K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Point72 Asset Management ✦ | 119.86K | New | $5.22M | 0.0% | New | 1 | SEC ↗ |
| 62 | Nordea Investment Management Ab | 110.99K | n/a | $4.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Cerity Partners LLC | 109.33K | n/a | $4.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Franklin Resources Inc | 107.49K | n/a | $4.68M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 65 | Creative Planning | 97.20K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Prudential Financial Inc | 93.24K | n/a | $4.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | Manufacturers Life Insurance… | 88.95K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Squarepoint Ops LLC | 79.34K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | New York State Common Retirement… | 78.51K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Mitsubishi UFJ Trust & Banking Corp | 75.47K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Storebrand Asset Management As | 68.18K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | State Of Wisconsin Investment Board | 67.61K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | LPL Financial LLC | 65.37K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Stifel Financial Corp | 62.90K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 75 | Janus Henderson Group Plc | 59.15K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 76 | Wells Fargo & Company/Mn | 53.91K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 77 | Cwm, Llc | 53.63K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Envestnet Asset Management Inc | 47.28K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Mariner, LLC | 44.64K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Deutsche Bank Ag\ | 43.31K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 81 | FIL Ltd | 41.56K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 82 | Tidal Investments LLC | 41.48K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | Mercer Global Advisors Inc /Adv | 40.77K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Zurcher Kantonalbank (Zurich… | 39.68K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Wealth Enhancement Advisory… | 39.58K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Commonwealth Equity Services, Llc | 37.15K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Tudor Investment Corp Et Al | 36.10K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 34.40K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 89 | Cetera Investment Advisers | 30.16K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Susquehanna International Group, Llp | 28.08K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Peak6 Llc | 24.91K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 92 | Focus Partners Wealth | 22.21K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank Of Montreal /Can/ | 22.71K | n/a | $989,789 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 94 | Osaic Holdings, Inc. | 19.89K | n/a | $867,257 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 95 | Nomura Asset Management… | 19.90K | n/a | $867,000 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Pictet Asset Management Holding SA | 18.71K | n/a | $815,251 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Baird Financial Group, Inc. | 18.59K | n/a | $810,108 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 98 | Pnc Financial Services Group, Inc. | 18.08K | n/a | $787,794 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 99 | Wealthfront Advisers LLC | 17.34K | n/a | $755,764 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Truist Financial Corp | 16.99K | n/a | $740,274 | 0.0% | n/c | 1 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $69.44M | 0.0% |
| Point72 Asset Management | $5.22M | 0.0% |
Exited
| Renaissance Technologies | $5.03M | was 0.0% |
| Two Sigma Investments | $3.82M | was 0.0% |
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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 30
Darling Mark J.
Officer · 2.70K sh · $109,853
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
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: Q4 2025 ·
Methodology ·
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