Security record
HRB
H&R Block, Inc. · Consumer Cyclical · Personal Products & Services
124Tracked holders
0Δ holders
94.95MShares held
$3.62BReported value
+8New positions
−9Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.2% · net new positions -0.8% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 16.33M | +5.1% | $621.70M | 0.0% | ▲ Add | 5 | SEC ↗ ×19 |
| 2 | Fidelity (FMR) ✦ | 15.74M | +3.0% | $599.54M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 3 | AQR Capital Management ✦ | 9.62M | +202.1% | $366.19M | 0.1% | ▲ Add | 9 | SEC ↗ ×10 |
| 4 | Vanguard Capital Management Llc | 5.71M | +1.0% | $217.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 4.16M | +4.1% | $160.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Lazard Asset Management Llc | 3.24M | -13.7% | $123.55M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 3.06M | -2.4% | $116.60M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 8 | Northern Trust Corp | 2.93M | -2.7% | $111.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 9 | Dimensional Fund Advisors Lp | 2.27M | -1.5% | $86.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 10 | Morgan Stanley ✦ | 2.19M | +9.9% | $83.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×10 |
| 11 | First Trust Advisors Lp | 2.01M | +51.1% | $76.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 1.92M | +77.8% | $73.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 13 | Arrowstreet Capital ✦ | 1.91M | +19.9% | $72.83M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 14 | Charles Schwab Investment… | 1.85M | +3.6% | $70.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Bank of New York Mellon Corp | 1.48M | -2.7% | $56.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 16 | Norges Bank ✦ (passive) | 1.22M | New | $46.44M | 0.0% | New | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 977.70K | -32.6% | $37.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 18 | UBS Group AG | 908.28K | -2.8% | $34.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Quantinno Capital Management LP | 826.47K | +107.5% | $31.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Pacer Advisors, Inc. | 755.16K | +9.0% | $28.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 752.51K | +75.8% | $28.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 22 | D. E. Shaw & Co. ✦ | 708.07K | -37.3% | $26.96M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 23 | Sei Investments Co | 694.52K | +30.4% | $26.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Bank Of America Corp /De/ | 617.93K | -38.7% | $23.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 25 | Barclays Plc | 604.02K | -45.5% | $23.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 556.76K | -1.7% | $21.50M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 27 | Citadel Advisors ✦ | 534.12K | -83.2% | $20.34M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 28 | Canada Pension Plan Investment Board | 505.00K | -0.2% | $19.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wellington Management ✦ | 421.46K | -47.8% | $16.05M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 411.81K | +5.0% | $15.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 31 | Nuveen, LLC | 401.26K | -1.6% | $15.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 32 | Ameriprise Financial Inc | 368.32K | +6.6% | $14.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Swedbank AB | 345.64K | 0.0% | $13.16M | 0.0% | Held | 3 | SEC ↗ |
| 34 | Rhumbline Advisers | 339.25K | -10.3% | $12.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Balyasny Asset Management L.P. | 336.83K | -18.8% | $12.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mackenzie Financial Corp | 308.37K | +3514.2% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 302.75K | +116.0% | $11.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | Two Sigma Investments ✦ | 301.19K | +493.6% | $11.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mariner, LLC | 293.12K | +550.6% | $11.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Principal Financial Group Inc | 287.67K | +1.5% | $10.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Robeco Institutional Asset… | 282.80K | +11.0% | $10.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Grantham, Mayo, Van Otterloo & Co.… | 271.20K | +15.7% | $10.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | California Public Employees… | 258.86K | -12.7% | $9.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Creative Planning | 257.76K | +102.1% | $9.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Hotchkis & Wiley Capital Management… | 256.84K | -21.4% | $9.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Swiss National Bank | 254.40K | +1.7% | $9.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Victory Capital Management Inc | 252.83K | +12.3% | $9.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Assenagon Asset Management S.A. | 233.96K | New | $8.91M | 0.0% | New | 1 | SEC ↗ ×2 |
| 49 | Alliancebernstein L.P. | 273.12K | +32.4% | $8.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Schroder Investment Management Group | 206.26K | +209.5% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 51 | Legal & General Group Plc | 182.21K | +0.2% | $6.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | Corient Private Wealth LP | 177.73K | +168.4% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Marshall Wace ✦ | 176.84K | -84.4% | $6.73M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 54 | Franklin Resources Inc | 170.13K | +60.2% | $6.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 55 | T. Rowe Price ✦ | 143.77K | -3.4% | $5.47M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 56 | Connor, Clark & Lunn Investment… | 134.15K | New | $5.11M | 0.0% | New | 1 | SEC ↗ |
| 57 | Mercer Global Advisors Inc /Adv | 131.12K | +238.7% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | State Board Of Administration Of… | 126.29K | -1.7% | $4.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Citigroup Inc | 125.94K | +133.0% | $4.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 60 | Raymond James Financial Inc | 120.12K | +16.3% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 61 | Qube Research & Technologies Ltd | 117.22K | -86.3% | $4.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Universal- Beteiligungs- und… | 108.04K | +36.8% | $4.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Wealth Enhancement Advisory… | 113.63K | +232.6% | $4.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Nordea Investment Management Ab | 104.53K | +1.2% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Stifel Financial Corp | 103.02K | +8.4% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 66 | Hrt Financial Lp | 102.60K | New | $3.91M | 0.0% | New | 1 | SEC ↗ |
| 67 | LPL Financial LLC | 100.88K | -3.7% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Manufacturers Life Insurance… | 86.43K | -0.3% | $3.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Focus Partners Wealth | 83.70K | +497.4% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Bnp Paribas Financial Markets | 82.31K | -49.1% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Hsbc Holdings Plc | 77.71K | +24.1% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 72 | New York State Common Retirement… | 78.38K | +1.8% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Storebrand Asset Management As | 68.18K | 0.0% | $2.60M | 0.0% | Held | 3 | SEC ↗ |
| 74 | Wells Fargo & Company/Mn | 64.14K | +20.4% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 75 | Millennium Management ✦ | 63.19K | -81.6% | $2.41M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 76 | Fifth Third Bancorp | 63.12K | -5.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Voya Investment Management Llc | 57.50K | -58.2% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | State Of Wisconsin Investment Board | 57.18K | +0.5% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 53.87K | +15.2% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 80 | Osaic Holdings, Inc. | 53.79K | +31.8% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 81 | Nomura Asset Management… | 52.67K | -17.6% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Envestnet Asset Management Inc | 52.11K | +75.0% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Ensign Peak Advisors, Inc | 51.11K | +675.3% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Prudential Financial Inc | 50.91K | -52.9% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Captrust Financial Advisors | 48.74K | +257.6% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | American Century Companies Inc | 47.75K | New | $1.82M | 0.0% | New | 1 | SEC ↗ |
| 87 | Deutsche Bank Ag\ | 45.17K | +6.4% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 88 | Zurcher Kantonalbank (Zurich… | 44.49K | 0.0% | $1.69M | 0.0% | Held | 3 | SEC ↗ |
| 89 | Caisse De Depot Et Placement Du… | 44.30K | -0.7% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Commonwealth Equity Services, Llc | 41.52K | -46.2% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Tidal Investments LLC | 41.50K | -17.8% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Mitsubishi UFJ Trust & Banking Corp | 39.32K | -65.0% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Susquehanna International Group, Llp | 38.93K | -74.2% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | BNP Paribas Asset Management… | 37.04K | +1428.8% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 95 | Cetera Investment Advisers | 36.00K | +33.8% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Man Group plc | 34.55K | -58.0% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 97 | TD Waterhouse Canada Inc. | 32.48K | New | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 98 | Neuberger Berman Group LLC | 33.42K | +87.5% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 99 | Bank Of Montreal /Can/ | 25.05K | +7.5% | $953,826 | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 100 | Squarepoint Ops LLC | 24.92K | -96.9% | $948,992 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $46.44M | 0.0% |
| Assenagon Asset Management… | $8.91M | 0.0% |
| Connor, Clark & Lunn… | $5.11M | 0.0% |
| Hrt Financial Lp | $3.91M | 0.0% |
| American Century Companies Inc | $1.82M | 0.0% |
| TD Waterhouse Canada Inc. | $1.28M | 0.0% |
Exited
| Himalaya Capital | $51.64M | was 1.6% |
| Amundi | $7.28M | was 0.0% |
| CIBC Bancorp USA Inc. | $1.28M | was 0.0% |
| HighTower Advisors, LLC | $665,525 | was 0.0% |
| FIL Ltd | $408,494 | was 0.0% |
| IMC-Chicago, LLC | $332,477 | was 0.0% |
| Peak6 Llc | $91,157 | was 0.0% |
| Simplex Trading, Llc | $48,879 | was 0.0% |
| Walleye Trading LLC | $42,087 | 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: Q2 2026 ·
Methodology ·
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