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-Q2 13F filings (latest filed 2026-09-22). 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
175 tracked funds added or opened HRB while 72 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 498 tracked filers holding HRB, 293 increased or opened the position and 244 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 2026-Q1 and 2026-Q2 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 33
- PANAGORA ASSET MANAGEMENT INC$24M
- Jupiter Topco LLC$13M
- ALGERT GLOBAL LLC$10M
- Brookstone Capital Management$7M
- Connor, Clark & Lunn Investment Management Ltd.$5M
- Assenagon Asset Management S.A.$4M
Full exits 39
- Himalaya Capital Management LLC$52M
- LSV ASSET MANAGEMENT$49M
- JUPITER ASSET MANAGEMENT LTD$28M
- Pacer Advisors, Inc.$23M
- Atom Investors LP$9M
- Amundi$7M
Largest adds
- BlackRock, Inc.$302M
- AQR CAPITAL MANAGEMENT LLC$267M
- FMR LLC$114M
- LOS ANGELES CAPITAL MANAGEMENT LLC$50M
- GOLDMAN SACHS GROUP INC$39M
- VANGUARD CAPITAL MANAGEMENT LLC$38M
Largest trims
- CITADEL ADVISORS LLC$79M
- MARSHALL WACE, LLP$29M
- Squarepoint Ops LLC$25M
- Qube Research & Technologies Ltd$23M
- NORGES BANK$15M
- BARCLAYS PLC$12M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 16,326,241 | $622M | 14.0% | 2026-Q2 |
| FMR LLC added | 15,744,303 | $600M | 13.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 9,616,406 | $366M | 8.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 6,210,650 | $237M | 5.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,713,146 | $218M | 4.9% | 2026-Q2 |
| STATE STREET CORP added | 4,157,916 | $160M | 3.6% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 3,975,923 | $151M | 3.4% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 3,244,474 | $124M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,061,311 | $117M | 2.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 2,934,354 | $112M | 2.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,272,476 | $87M | 2.0% | 2026-Q2 |
| MORGAN STANLEY added | 2,185,522 | $83M | 1.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,007,551 | $76M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,922,900 | $73M | 1.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,912,427 | $73M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,845,107 | $70M | 1.6% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 1,714,217 | $65M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,476,375 | $56M | 1.3% | 2026-Q2 |
| Ranmore Fund Management Ltd | 1,400,000 | $53M | 1.2% | 2026-Q2 |
| NORGES BANK added | 1,219,451 | $46M | 1.0% | 2026-Q2 |
| Framtiden Holdings Management Co LLC added | 1,140,000 | $47M | 1.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,063,355 | $40M | 0.9% | 2026-Q2 |
| Invesco Ltd. trimmed | 977,704 | $37M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 908,285 | $35M | 0.8% | 2026-Q2 |
| Quantinno Capital Management LP added | 826,467 | $31M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 804,290 | $31M | 0.7% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 765,437 | $29M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 752,508 | $29M | 0.6% | 2026-Q2 |
| Prevatt Capital Ltd | 710,000 | $27M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 708,067 | $27M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 694,524 | $26M | 0.6% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 673,795 | $26M | 0.6% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 626,434 | $24M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 617,929 | $24M | 0.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 604,025 | $23M | 0.5% | 2026-Q2 |
| Lodge Hill Capital, LLC trimmed | 565,900 | $22M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 556,757 | $22M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 534,124 | $20M | 0.5% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 505,000 | $19M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 421,459 | $16M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 411,812 | $16M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 401,261 | $15M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 368,323 | $14M | 0.3% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 360,246 | $14M | 0.3% | 2026-Q2 |
| Swedbank AB | 345,643 | $13M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 339,250 | $13M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 336,833 | $13M | 0.3% | 2026-Q2 |
| Jupiter Topco LLC new | 329,673 | $13M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 308,367 | $12M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 302,752 | $12M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 301,186 | $11M | 0.3% | 2026-Q2 |
| RWWM, INC. trimmed | 296,272 | $11M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 293,120 | $11M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 287,666 | $11M | 0.2% | 2026-Q2 |
| SPROTT INC. added | 285,000 | $11M | 0.2% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 282,804 | $11M | 0.2% | 2026-Q2 |
| TECTONIC ADVISORS LLC added | 280,725 | $11M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 273,121 | $9M | 0.2% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 271,197 | $10M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 265,980 | $10M | 0.2% | 2026-Q2 |
| Sound Income Strategies, LLC added | 261,903 | $10M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 258,863 | $10M | 0.2% | 2026-Q2 |
| Creative Planning added | 257,760 | $10M | 0.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 256,840 | $10M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 254,400 | $10M | 0.2% | 2026-Q2 |
| Cambria Investment Management, L.P. trimmed | 254,284 | $10M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 252,830 | $10M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 206,260 | $8M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 203,881 | $8M | 0.2% | 2026-Q2 |
| Brookstone Capital Management new | 192,545 | $7M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 182,210 | $7M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 176,836 | $7M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 171,857 | $7M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 170,134 | $6M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 165,056 | $6M | 0.1% | 2026-Q2 |
| Midwest Trust Co trimmed | 163,659 | $6M | 0.1% | 2026-Q2 |
| Trexquant Investment LP added | 160,540 | $6M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 146,872 | $6M | 0.1% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 146,440 | $6M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 143,770 | $5M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 138,160 | $5M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 134,228 | $5M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 134,150 | $5M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 132,793 | $5M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 131,120 | $5M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 131,106 | $5M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 126,289 | $5M | 0.1% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 125,951 | $5M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 125,943 | $5M | 0.1% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC added | 123,450 | $5M | 0.1% | 2026-Q2 |
| Elo Mutual Pension Insurance Co added | 121,359 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 121,017 | $5M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 120,120 | $5M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 118,362 | $5M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 117,217 | $4M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. new | 116,980 | $4M | 0.1% | 2026-Q2 |
| Inlet Private Wealth, LLC added | 113,852 | $4M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 113,628 | $4M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 108,041 | $4M | 0.1% | 2026-Q2 |
| Round Hill Asset Management added | 106,396 | $4M | 0.1% | 2026-Q2 |
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.