HRB H&R Block Inc.
H&R Block Inc. (HRB) Institutional Ownership
What the institutions did with HRB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 16.3M | 12.7% |
| FMR LLC | 15.7M | 12.3% |
| AQR CAPITAL MANAGEMENT LLC | 9.6M | 7.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.2M | 4.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | 4.5% |
| STATE STREET CORP | 4.2M | 3.2% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.0M | 3.1% |
| LAZARD ASSET MANAGEMENT LLC | 3.2M | 2.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 3.1M | 2.4% |
| NORTHERN TRUST CORP | 2.9M | 2.3% |
| DIMENSIONAL FUND ADVISORS LP | 2.3M | 1.8% |
| MORGAN STANLEY | 2.2M | 1.7% |
| FIRST TRUST ADVISORS LP | 2.0M | 1.6% |
| GOLDMAN SACHS GROUP INC | 1.9M | 1.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.9M | 1.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | 1.4% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1.7M | 1.3% |
| LSV ASSET MANAGEMENT | 1.6M | 1.2% |
| Bank of New York Mellon Corp | 1.5M | 1.2% |
| Ranmore Fund Management Ltd | 1.4M | 1.1% |
| NORGES BANK | 1.2M | 1.0% |
| Framtiden Holdings Management Co LLC | 1.1M | 0.9% |
| ROYCE & ASSOCIATES LP | 1.1M | 0.8% |
| Invesco Ltd. | 977.7K | 0.8% |
| UBS Group AG | 908.3K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | Increased | 3.2M | 9.6M | +6.4M |
| CITADEL ADVISORS LLC | Reduced | 3.2M | 534.1K | -2.6M |
| Himalaya Capital Management LLC | Sold Out | 1.6M | 0 | -1.6M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Increased | 471.6K | 1.7M | +1.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 7.3M | 6.2M | -1.1M |
| MARSHALL WACE, LLP | Reduced | 1.1M | 176.8K | -959.7K |
| JUPITER ASSET MANAGEMENT LTD | Sold Out | 890.5K | 0 | -890.5K |
| GOLDMAN SACHS GROUP INC | Increased | 1.1M | 1.9M | +841.5K |
| BlackRock, Inc. | Increased | 15.5M | 16.3M | +787.4K |
| Squarepoint Ops LLC | Reduced | 808.8K | 24.9K | -783.8K |
| Qube Research & Technologies Ltd | Reduced | 854.6K | 117.2K | -737.4K |
| FIRST TRUST ADVISORS LP | Increased | 1.3M | 2.0M | +679.0K |
| Framtiden Holdings Management Co LLC | Increased | 490.0K | 1.1M | +650.0K |
| PANAGORA ASSET MANAGEMENT INC | New | 0 | 626.4K | +626.4K |
| LAZARD ASSET MANAGEMENT LLC | Reduced | 3.8M | 3.2M | -516.6K |
| BARCLAYS PLC | Reduced | 1.1M | 604.0K | -504.2K |
| CAPITAL FUND MANAGEMENT S.A. | Increased | 268.4K | 765.4K | +497.0K |
| Lodge Hill Capital, LLC | Reduced | 1.1M | 565.9K | -484.1K |
| Invesco Ltd. | Reduced | 1.5M | 977.7K | -473.4K |
| FMR LLC | Increased | 15.3M | 15.7M | +456.9K |
| Quantinno Capital Management LP | Increased | 398.3K | 826.5K | +428.2K |
| D. E. Shaw & Co., Inc. | Reduced | 1.1M | 708.1K | -420.6K |
| BANK OF AMERICA CORP /DE/ | Reduced | 1.0M | 617.9K | -390.8K |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 807.6K | 421.5K | -386.2K |
| ROYAL BANK OF CANADA | Increased | 428.1K | 752.5K | +324.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 1.6M | 1.9M | +318.0K |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | 4.3M | 4.0M | -304.4K |
| MACKENZIE FINANCIAL CORP | Increased | 8.5K | 308.4K | +299.8K |
| ROYCE & ASSOCIATES LP | Increased | 776.7K | 1.1M | +286.6K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 343.6K | 63.2K | -280.5K |
| Atom Investors LP | Sold Out | 273.5K | 0 | -273.5K |
| ALGERT GLOBAL LLC | New | 0 | 266.0K | +266.0K |
| TWO SIGMA INVESTMENTS, LP | Increased | 50.7K | 301.2K | +250.4K |
| Mariner, LLC | Increased | 45.1K | 293.1K | +248.1K |
| Forum Finance Group S.A. | Increased | 85.3K | 326.9K | +241.6K |
| Assenagon Asset Management S.A. | New | 0 | 234.0K | +234.0K |
| Boston Trust Walden Corp | Reduced | 895.2K | 673.8K | -221.4K |
| South Dakota Investment Council | Increased | 97.5K | 317.9K | +220.4K |
| Amundi | Reduced | 229.2K | 29.7K | -199.5K |
| MORGAN STANLEY | Increased | 2.0M | 2.2M | +197.5K |
| Brookstone Capital Management | New | 0 | 192.5K | +192.5K |
| STATE STREET CORP | Increased | 4.0M | 4.2M | +163.1K |
| Cerity Partners LLC | Increased | 140.2K | 302.8K | +162.6K |
| SEI INVESTMENTS CO | Increased | 532.7K | 694.5K | +161.8K |
| IEQ CAPITAL, LLC | Increased | 6.5K | 165.1K | +158.6K |
| Engineers Gate Manager LP | Increased | 17.0K | 171.9K | +154.8K |
| SG Americas Securities, LLC | Reduced | 164.0K | 23.8K | -140.1K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Increased | 66.6K | 206.3K | +139.6K |
| Corient Private Wealth LP | Increased | 66.2K | 204.5K | +138.3K |
| Illinois Municipal Retirement Fund | Sold Out | 137.3K | 0 | -137.3K |
| Connor, Clark & Lunn Investment Management Ltd. | New | 0 | 134.2K | +134.2K |
| Creative Planning | Increased | 127.6K | 257.8K | +130.2K |
| SPROTT INC. | Increased | 165.0K | 285.0K | +120.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 151.1K | 38.9K | -112.2K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 6.0K | 109.0K | +103.0K |
| HRT FINANCIAL LP | New | 0 | 102.6K | +102.6K |
| MERCER GLOBAL ADVISORS INC /ADV | Increased | 38.7K | 131.1K | +92.4K |
| Mubadala Investment Co PJSC | New | 0 | 89.7K | +89.7K |
| NATIXIS | Sold Out | 84.3K | 0 | -84.3K |
| Kingsview Wealth Management, LLC | Reduced | 216.6K | 134.2K | -82.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.