Who owns H&R Block (HRB)
Which tracked institutional funds hold HRB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HRB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
73 tracked funds added or opened HRB while 182 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HRB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HRB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HRB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 487 tracked filers holding HRB, 289 increased or opened the position and 243 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HRB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 25
- VANGUARD PORTFOLIO MANAGEMENT LLC$231M
- VANGUARD CAPITAL MANAGEMENT LLC$179M
- Himalaya Capital Management LLC$52M
- VANGUARD FIDUCIARY TRUST CO$25M
- RWWM, Inc.$11M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$10M
Full exits 33
- VANGUARD GROUP INC$580M
- Boston Partners$134M
- Arbejdsmarkedets Tillaegspension$24M
- JANE STREET GROUP, LLC$20M
- MILLER HOWARD INVESTMENTS INC /NY$16M
- DekaBank Deutsche Girozentrale$8M
Largest adds
- CITADEL ADVISORS LLC$29M
- JUPITER ASSET MANAGEMENT LTD$28M
- Squarepoint Ops LLC$22M
- LOS ANGELES CAPITAL MANAGEMENT LLC$15M
- Invesco Ltd.$15M
- ROYCE & ASSOCIATES LP$11M
Largest trims
- BlackRock, Inc.$370M
- FMR LLC$150M
- M&T Bank Corp$126M
- FULLER & THALER ASSET MANAGEMENT, INC.$51M
- WELLINGTON MANAGEMENT GROUP LLP$48M
- AQR CAPITAL MANAGEMENT LLC$47M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 16,326,241 | $622M | 12.5% | 2026-Q2 |
| FMR LLC added | 15,744,303 | $600M | 12.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 9,616,406 | $366M | 7.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,272,325 | $231M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,655,035 | $179M | 3.6% | 2026-Q1 |
| STATE STREET CORP added | 4,157,916 | $160M | 3.2% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 4,280,293 | $136M | 2.7% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 3,761,094 | $119M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,137,087 | $100M | 2.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,015,136 | $96M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,307,766 | $73M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 1,988,035 | $63M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,781,623 | $57M | 1.1% | 2026-Q1 |
| Himalaya Capital Management LLC new | 1,626,906 | $52M | 1.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,594,384 | $51M | 1.0% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 1,531,890 | $49M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,516,885 | $48M | 1.0% | 2026-Q1 |
| NORGES BANK added | 1,219,451 | $46M | 0.9% | 2026-Q2 |
| Ranmore Fund Management Ltd added | 1,400,000 | $44M | 0.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,328,584 | $42M | 0.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 977,704 | $37M | 0.7% | 2026-Q2 |
| BARCLAYS PLC added | 1,108,222 | $35M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,081,378 | $34M | 0.7% | 2026-Q1 |
| Lodge Hill Capital, LLC added | 1,050,000 | $33M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,008,715 | $32M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 934,695 | $30M | 0.6% | 2026-Q1 |
| Boston Trust Walden Corp added | 895,236 | $28M | 0.6% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 890,538 | $28M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 854,591 | $27M | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 708,067 | $27M | 0.5% | 2026-Q2 |
| Squarepoint Ops LLC added | 808,762 | $26M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 788,710 | $25M | 0.5% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 776,716 | $25M | 0.5% | 2026-Q1 |
| Pacer Advisors, Inc. added | 725,696 | $23M | 0.5% | 2026-Q1 |
| Prevatt Capital Ltd added | 710,000 | $23M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 534,124 | $20M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 566,410 | $18M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 532,705 | $17M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 506,200 | $16M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 421,459 | $16M | 0.3% | 2026-Q2 |
| Framtiden Holdings Management Co LLC added | 490,000 | $16M | 0.3% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 471,614 | $15M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 428,112 | $14M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 407,885 | $13M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 336,833 | $13M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 398,279 | $13M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 392,279 | $12M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 378,278 | $12M | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 369,617 | $12M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 301,186 | $11M | 0.2% | 2026-Q2 |
| RWWM, Inc. new | 360,354 | $11M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 345,460 | $11M | 0.2% | 2026-Q1 |
| Swedbank AB | 345,643 | $11M | 0.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC new | 326,650 | $10M | 0.2% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 271,197 | $10M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 296,419 | $9M | 0.2% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 294,773 | $9M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 283,449 | $9M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 206,235 | $9M | 0.2% | 2026-Q1 |
| Atom Investors LP added | 273,466 | $9M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 268,390 | $9M | 0.2% | 2026-Q1 |
| Sound Income Strategies, LLC added | 259,921 | $8M | 0.2% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 254,844 | $8M | 0.2% | 2026-Q1 |
| TECTONIC ADVISORS LLC added | 251,935 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 250,100 | $8M | 0.2% | 2026-Q1 |
| Amundi added | 229,207 | $7M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 225,203 | $7M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 216,560 | $7M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 176,836 | $7M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 181,752 | $6M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 143,770 | $5M | 0.1% | 2026-Q2 |
| Midwest Trust Co trimmed | 167,138 | $5M | 0.1% | 2026-Q1 |
| SPROTT INC. added | 165,000 | $5M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 163,973 | $5M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 161,742 | $5M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 156,400 | $5M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 155,400 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 13,313,823 | $580M | 11.7% | 2025-Q4 stale |
| Boston Partners trimmed | 3,065,070 | $134M | 2.7% | 2025-Q4 stale |
| Clark Capital Management Group, Inc. trimmed | 744,117 | $41M | 0.8% | 2025-Q1 stale |
| Arbejdsmarkedets Tillaegspension new | 555,637 | $24M | 0.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 467,640 | $20M | 0.4% | 2025-Q4 stale |
| Moran Wealth Management, LLC trimmed | 309,526 | $17M | 0.3% | 2025-Q2 stale |
| MILLER HOWARD INVESTMENTS INC /NY trimmed | 370,841 | $16M | 0.3% | 2025-Q4 stale |
| Liontrust Investment Partners LLP | 276,776 | $15M | 0.3% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC new | 266,674 | $15M | 0.3% | 2025-Q2 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 284,908 | $14M | 0.3% | 2025-Q3 stale |
| Woodline Partners LP new | 260,532 | $13M | 0.3% | 2025-Q3 stale |
| FINANCIAL COUNSELORS INC trimmed | 177,709 | $10M | 0.2% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 152,800 | $8M | 0.2% | 2025-Q2 stale |
| Corebridge Financial, Inc. trimmed | 148,150 | $8M | 0.2% | 2025-Q1 stale |
| DekaBank Deutsche Girozentrale | 154,795 | $8M | 0.2% | 2025-Q4 stale |
| PANAGORA ASSET MANAGEMENT INC added | 150,299 | $8M | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 145,565 | $6M | 0.1% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC added | 121,600 | $6M | 0.1% | 2025-Q3 stale |
| Skandinaviska Enskilda Banken AB (publ) trimmed | 108,500 | $6M | 0.1% | 2025-Q2 stale |
| ExodusPoint Capital Management, LP trimmed | 116,295 | $6M | 0.1% | 2025-Q3 stale |
| Allianz Asset Management GmbH added | 98,144 | $5M | 0.1% | 2025-Q2 stale |
| Ruffer LLP added | 118,033 | $5M | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 99,400 | $5M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.