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 September 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.
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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 |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 2.5M | 19.3% |
| Bank of New York Mellon Corp | 1.3M | 10.4% |
| Ranmore Fund Management Ltd | 1.1M | 8.4% |
| BARCLAYS PLC | 1.0M | 8.0% |
| MACKENZIE FINANCIAL CORP | 555.2K | 4.3% |
| Swedbank AB | 345.6K | 2.7% |
| PRINCIPAL FINANCIAL GROUP INC | 283.0K | 2.2% |
| TECTONIC ADVISORS LLC | 278.7K | 2.2% |
| Creative Planning | 276.2K | 2.1% |
| Sound Income Strategies, LLC | 262.0K | 2.0% |
| Robeco Institutional Asset Management B.V. | 235.7K | 1.8% |
| BI Asset Management Fondsmaeglerselskab A/S | 229.4K | 1.8% |
| ALPS ADVISORS INC | 226.4K | 1.8% |
| Brookstone Capital Management | 180.5K | 1.4% |
| Midwest Trust Co | 166.5K | 1.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 138.7K | 1.1% |
| SEIZERT CAPITAL PARTNERS, LLC | 135.3K | 1.1% |
| Retirement Systems of Alabama | 127.1K | 1.0% |
| NISA INVESTMENT ADVISORS, LLC | 119.8K | 0.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 115.4K | 0.9% |
| Inlet Private Wealth, LLC | 113.9K | 0.9% |
| Crossmark Global Holdings, Inc. | 113.7K | 0.9% |
| Y-Intercept (Hong Kong) Ltd | 97.2K | 0.8% |
| Vest Financial, LLC | 88.8K | 0.7% |
| Range Financial Group LLC | 88.1K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Boston Trust Walden Corp | Sold Out | 673.8K | 0 | -673.8K |
| BARCLAYS PLC | Increased | 604.0K | 1.0M | +425.9K |
| Ranmore Fund Management Ltd | Reduced | 1.4M | 1.1M | -324.2K |
| MACKENZIE FINANCIAL CORP | Increased | 308.4K | 555.2K | +246.8K |
| Assenagon Asset Management S.A. | Sold Out | 234.0K | 0 | -234.0K |
| BI Asset Management Fondsmaeglerselskab A/S | New | 0 | 229.4K | +229.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.3M | 2.5M | +212.3K |
| Bank of New York Mellon Corp | Reduced | 1.5M | 1.3M | -137.5K |
| ALPS ADVISORS INC | Reduced | 360.2K | 226.4K | -133.8K |
| Crossmark Global Holdings, Inc. | Increased | 17.2K | 113.7K | +96.4K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Sold Out | 85.6K | 0 | -85.6K |
| PFA Pension, Forsikringsaktieselskab | New | 0 | 69.4K | +69.4K |
| Daiwa Securities Group Inc. | New | 0 | 67.0K | +67.0K |
| Savant Capital, LLC | Increased | 7.4K | 56.7K | +49.3K |
| Robeco Institutional Asset Management B.V. | Reduced | 282.8K | 235.7K | -47.2K |
| Y-Intercept (Hong Kong) Ltd | Increased | 50.9K | 97.2K | +46.3K |
| CITIGROUP INC | Reduced | 125.9K | 84.6K | -41.4K |
| Achmea Investment Management B.V. | New | 0 | 41.0K | +41.0K |
| WBI INVESTMENTS, LLC | Reduced | 60.2K | 22.7K | -37.5K |
| Oak Thistle LLC | Reduced | 42.0K | 8.9K | -33.1K |
| Mirae Asset Global Investments Co., Ltd. | Increased | 1.2K | 32.9K | +31.7K |
| Convergence Investment Partners, LLC | Increased | 48.4K | 79.1K | +30.6K |
| FIFTH THIRD BANCORP | Reduced | 63.1K | 34.6K | -28.5K |
| Friedenthal Financial | New | 0 | 26.6K | +26.6K |
| AGF MANAGEMENT LTD | Reduced | 79.7K | 53.2K | -26.5K |
| EXCHANGE TRADED CONCEPTS, LLC | New | 0 | 26.1K | +26.1K |
| LECAP ASSET MANAGEMENT LTD | New | 0 | 24.0K | +24.0K |
| Sumitomo Mitsui Trust Group, Inc. | New | 0 | 23.1K | +23.1K |
| Vise Technologies, Inc. | New | 0 | 21.6K | +21.6K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 43.1K | 22.4K | -20.7K |
| Jackson Creek Investment Advisors LLC | New | 0 | 20.5K | +20.5K |
| Creative Planning | Increased | 257.8K | 276.2K | +18.5K |
| Burford Brothers, Inc. | New | 0 | 18.0K | +18.0K |
| Plato Investment Management Ltd | Increased | 1.6K | 19.6K | +18.0K |
| Archer Investment Corp | Reduced | 32.6K | 16.3K | -16.3K |
| RFG Advisory, LLC | New | 0 | 13.8K | +13.8K |
| FIRST CITIZENS BANK & TRUST CO | Reduced | 27.6K | 14.2K | -13.4K |
| DekaBank Deutsche Girozentrale | New | 0 | 12.9K | +12.9K |
| Brookstone Capital Management | Reduced | 192.5K | 180.5K | -12.1K |
| SEIZERT CAPITAL PARTNERS, LLC | Reduced | 146.4K | 135.3K | -11.2K |
| Applied Capital LLC/FL | New | 0 | 10.7K | +10.7K |
| Fifth Third Wealth Advisors LLC | New | 0 | 8.5K | +8.5K |
| Bayforest Capital Ltd | Sold Out | 8.1K | 0 | -8.1K |
| MISSION WEALTH MANAGEMENT, LP | Sold Out | 7.9K | 0 | -7.9K |
| HUB Investment Partners, LLC | Increased | 6.7K | 14.3K | +7.7K |
| OpenArc Corporate Advisory, LLC | New | 0 | 7.7K | +7.7K |
| Ascent Group, LLC | Increased | 14.3K | 21.6K | +7.3K |
| SAX WEALTH ADVISORS, LLC | New | 0 | 7.1K | +7.1K |
| MSH Capital Advisors LLC | Reduced | 17.6K | 10.7K | -6.9K |
| TD PRIVATE CLIENT WEALTH LLC | Reduced | 7.3K | 408 | -6.9K |
| PARK NATIONAL CORP /OH/ | Sold Out | 6.8K | 0 | -6.8K |
| TRUIST FINANCIAL CORP | Sold Out | 6.8K | 0 | -6.8K |
| TRUST CO OF TOLEDO NA /OH/ | New | 0 | 6.6K | +6.6K |
| VestGen Advisors, LLC | New | 0 | 6.4K | +6.4K |
| Kestra Advisory Services, LLC | New | 0 | 6.2K | +6.2K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 24.7K | 18.9K | -5.8K |
| Roof Eidam Maycock Peralta, LLC | New | 0 | 5.6K | +5.6K |
| Apollon Wealth Management, LLC | Sold Out | 5.6K | 0 | -5.6K |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | Sold Out | 5.5K | 0 | -5.5K |
| D.A. DAVIDSON & CO. | Reduced | 12.5K | 7.1K | -5.5K |
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.