H&R BLOCK INC HRB
$40.04
+1.8% 52w: $27.66 – $54.40
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data27.6641.0354.40
Jun 20, 2025 Jul 2, 2026
Institutional holders
484
-22 QoQ
13F value
$3.86B
-27.5% QoQ
Smart-money holders
17
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.6×
$11.6M calls / $20.6M puts
Institutional value by quarter
Number of holders
Who owns HRB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 15.5M | $493.2M | 0.0% | -1.8% |
| FMR LLC | Long only active | 15.3M | $485.2M | 0.0% | +4.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 7.3M | $230.8M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 5.7M | $179.5M | 0.0% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | Other | 4.3M | $135.9M | 0.5% | -50.1% |
| STATE STREET CORP | Index provider | 4.0M | $128.5M | 0.0% | +0.2% |
| LAZARD ASSET MANAGEMENT LLC | Diversified mechanical | 3.8M | $119.4M | 0.2% | +50.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 3.2M | $101.0M | 0.1% | +99.1% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 3.2M | $99.9M | 0.0% | -6.5% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 3.1M | $99.6M | 0.0% | +8.5% |
| NORTHERN TRUST CORP | Index provider | 3.0M | $95.7M | 0.0% | +24.8% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.3M | $73.2M | 0.0% | -8.4% |
| MORGAN STANLEY | Bank broker | 2.0M | $63.1M | 0.0% | +32.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.8M | $56.5M | 0.0% | +13.0% |
| Himalaya Capital Management LLC ★3 | Value conviction | 1.6M | $51.6M | 1.6% | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 1.6M | $50.6M | 0.0% | -11.2% |
| LSV ASSET MANAGEMENT | Other | 1.5M | $48.6M | 0.1% | -0.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.5M | $48.1M | 0.0% | +6.8% |
| Invesco Ltd. | Index provider | 1.5M | $46.1M | 0.0% | +136.5% |
| Ranmore Fund Management Ltd ★2 | Fundamental concentrated | 1.4M | $44.4M | 5.9% | +47.7% |
| FIRST TRUST ADVISORS LP | Index provider | 1.3M | $42.2M | 0.0% | +26.2% |
| MARSHALL WACE, LLP | Quant stat arb | 1.1M | $36.1M | 0.0% | -3.3% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 1.1M | $35.8M | 0.0% | -16.1% |
| BARCLAYS PLC | Bank broker | 1.1M | $35.2M | 0.0% | +41.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.1M | $34.3M | 0.0% | +19.9% |
| Lodge Hill Capital, LLC ★2 | Fundamental concentrated | 1.1M | $33.3M | 6.4% | +31.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.0M | $32.0M | 0.0% | -4.3% |
| UBS Group AG | Bank broker | 934.7K | $29.7M | 0.0% | 0.0% |
| Boston Trust Walden Corp | Other | 895.2K | $28.4M | 0.2% | +15.3% |
| JUPITER ASSET MANAGEMENT LTD | Other | 890.5K | $28.3M | 0.2% | +16904.7% |
| Qube Research & Technologies Ltd | Quant stat arb | 854.6K | $27.1M | 0.0% | +68.4% |
| Squarepoint Ops LLC | Quant stat arb | 808.8K | $25.7M | 0.1% | +919.4% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 807.6K | $25.6M | 0.0% | -52.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 788.7K | $25.0M | 0.0% | — |
| ROYCE & ASSOCIATES LP | Other | 776.7K | $24.7M | 0.2% | +145.7% |
| Prevatt Capital Ltd ★3 | Fundamental concentrated | 710.0K | $22.5M | 6.1% | +102.9% |
| Pacer Advisors, Inc. | Diversified mechanical | 692.8K | $22.0M | 0.1% | +29.9% |
| JPMORGAN CHASE & CO | Bank broker | 566.4K | $17.9M | 0.0% | -10.3% |
| SEI INVESTMENTS CO | Diversified mechanical | 532.7K | $16.9M | 0.0% | +25.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 506.2K | $16.1M | 0.0% | +42.3% |
| Framtiden Holdings Management Co LLC ★2 | Fundamental diversified | 490.0K | $15.6M | 15.2% | +78.2% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Diversified mechanical | 471.6K | $15.0M | 0.1% | +73245.9% |
| ROYAL BANK OF CANADA | Bank broker | 428.1K | $13.6M | 0.0% | -20.4% |
| Balyasny Asset Management L.P. | Multistrat pod | 414.7K | $13.2M | 0.0% | +30.5% |
| Nuveen, LLC | Diversified mechanical | 407.9K | $12.9M | 0.0% | -40.2% |
| Quantinno Capital Management LP | Diversified mechanical | 398.3K | $12.6M | 0.0% | +188.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 392.3K | $12.5M | 0.0% | -43.2% |
| RHUMBLINE ADVISERS | Diversified mechanical | 378.3K | $12.0M | 0.0% | +0.9% |
| ALPS ADVISORS INC | Diversified mechanical | 369.6K | $11.7M | 0.1% | -4.9% |
| RWWM, Inc. ★3 | Fundamental concentrated | 360.4K | $11.4M | 0.8% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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