H&R BLOCK INC (HRB) — Institutional Holders, Q2 2026

545 institutional investment managers reported a HRB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← HRB stock profile

HRB in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

122

Added to

196

Trimmed

141

Sold out

Biggest buyers

AQR CAPITAL MANAGEMENTAdded · +6,433,681 sh+$245.0M
LOS ANGELES CAPITAL MANAGEMENTAdded · +1,242,603 sh+$47.3M
GOLDMAN SACHS GROUPAdded · +841,522 sh+$32.0M
BlackRockAdded · +787,417 sh+$30.0M
Pacer AdvisorsNew · +755,162 sh+$28.8M

Biggest sellers

CITADEL ADVISORSTrimmed · -2,649,051 sh-$100.9M
Himalaya Capital ManagementSold out · -1,626,906 sh-$62.0M
VANGUARD PORTFOLIO MANAGEMENTTrimmed · -1,061,675 sh-$40.4M
MARSHALL WACE, LLPTrimmed · -959,708 sh-$36.5M
JUPITER ASSET MANAGEMENT LTDSold out · -890,538 sh-$33.9M

HRB 13F holders ranked 1–100 of 545

Institutional investors reporting a position in H&R BLOCK INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 16,326,241 sh	16,326,241	$621.7M	<0.01%	+5.1%
2	FMR#2 · 15,744,303 sh	15,744,303	$599.5M	0.03%	+3.0%
3	AQR CAPITAL MANAGEMENT#3 · 9,616,406 sh	9,616,406	$366.2M	0.13%	+202.1%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 6,210,650 sh	6,210,650	$236.5M	0.01%	-14.6%
5	VANGUARD CAPITAL MANAGEMENT#5 · 5,713,146 sh	5,713,146	$217.6M	<0.01%	+1.0%
6	STATE STREET#6 · 4,157,916 sh	4,157,916	$160.0M	<0.01%	+4.1%
7	FULLER & THALER ASSET MANAGEMENT#7 · 3,975,923 sh	3,975,923	$151.4M	0.41%	-7.1%
8	LAZARD ASSET MANAGEMENT#8 · 3,244,474 sh	3,244,474	$123.5M	0.19%	-13.7%
9	GEODE CAPITAL MANAGEMENT#9 · 3,061,311 sh	3,061,311	$116.6M	<0.01%	-2.4%
10	NORTHERN#10 · 2,934,354 sh	2,934,354	$111.7M	0.01%	-2.7%
11	DIMENSIONAL FUND ADVISORS#11 · 2,272,476 sh	2,272,476	$86.5M	0.02%	-1.5%
12	MORGAN STANLEY#12 · 2,185,522 sh	2,185,522	$83.2M	<0.01%	+9.9%
13	FIRST ADVISORS#13 · 2,007,551 sh	2,007,551	$76.4M	0.04%	+51.1%
14	GOLDMAN SACHS GROUP#14 · 1,922,900 sh	1,922,900	$73.2M	<0.01%	+77.8%
15	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#15 · 1,912,427 sh	1,912,427	$72.8M	0.03%	+19.9%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT#16 · 1,845,107 sh	1,845,107	$70.3M	<0.01%	+3.6%
17	LOS ANGELES CAPITAL MANAGEMENT#17 · 1,714,217 sh	1,714,217	$65.3M	0.24%	+263.5%
18	LSV ASSET MANAGEMENT#18 · 1,591,990 sh	1,591,990	$60.6M	0.11%	+3.9%
19	Bank of New York Mellon#19 · 1,476,375 sh	1,476,375	$56.2M	<0.01%	-2.7%
20	Ranmore Fund Management Ltd#20 · 1,400,000 sh	1,400,000	$53.3M	—	0.0%
21	Framtiden Management#21 · 1,140,000 sh	1,140,000	$47.2M	28.62%	+132.7%
22	NORGES BANK#22 · 1,219,451 sh	1,219,451	$46.4M	<0.01%	—
23	ROYCE & ASSOCIATES#23 · 1,063,355 sh	1,063,355	$40.5M	0.33%	+36.9%
24	Invesco Ltd.#24 · 977,704 sh	977,704	$37.2M	<0.01%	-32.6%
25	UBS Group AG#25 · 908,285 sh	908,285	$34.6M	<0.01%	-2.8%
26	Quantinno Capital Management#26 · 826,467 sh	826,467	$31.5M	0.04%	+107.5%
27	VANGUARD FIDUCIARY#27 · 804,290 sh	804,290	$30.6M	<0.01%	+2.0%
28	CAPITAL FUND MANAGEMENT S.A.#28 · 765,437 sh	765,437	$29.1M	0.13%	+185.2%
29	Pacer Advisors#29 · 755,162 sh	755,162	$28.8M	0.07%	New
30	ROYAL BANK OF CANADA#30 · 752,508 sh	752,508	$28.7M	<0.01%	+75.8%
31	Prevatt Capital Ltd#31 · 710,000 sh	710,000	$27.0M	5.86%	0.0%
32	D. E. Shaw#32 · 708,067 sh	708,067	$27.0M	0.01%	-37.3%
33	SEI INVESTMENTS#33 · 694,524 sh	694,524	$26.4M	0.02%	+30.4%
34	Boston Walden#34 · 673,795 sh	673,795	$25.7M	0.20%	-24.7%
35	PANAGORA ASSET MANAGEMENT#35 · 626,434 sh	626,434	$23.9M	0.07%	New
36	BANK OF AMERICA#36 · 617,929 sh	617,929	$23.5M	<0.01%	-38.7%
37	BARCLAYS PLC#37 · 604,025 sh	604,025	$23.0M	<0.01%	-45.5%
38	Lodge Hill Capital#38 · 565,900 sh	565,900	$21.5M	3.61%	-46.1%
39	JPMORGAN CHASE#39 · 556,757 sh	556,757	$21.5M	<0.01%	-1.7%
40	CITADEL ADVISORS#40 · 534,124 sh	534,124	$20.3M	<0.01%	-83.2%
41	CANADA PENSION PLAN INVESTMENT BOARD#41 · 505,000 sh	505,000	$19.2M	0.01%	-0.2%
42	WELLINGTON MANAGEMENT GROUP LLP#42 · 421,459 sh	421,459	$16.0M	<0.01%	-47.8%
43	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#43 · 411,812 sh	411,812	$15.7M	<0.01%	+5.0%
44	Nuveen#44 · 401,261 sh	401,261	$15.3M	<0.01%	-1.6%
45	AMERIPRISE FINANCIAL#45 · 368,323 sh	368,323	$14.0M	<0.01%	+6.6%
46	ALPS ADVISORS#46 · 360,246 sh	360,246	$13.7M	0.06%	-2.5%
47	Swedbank AB#47 · 345,643 sh	345,643	$13.2M	—	0.0%
48	RHUMBLINE ADVISERS#48 · 339,250 sh	339,250	$12.9M	<0.01%	-10.3%
49	BALYASNY ASSET MANAGEMENT L.P.#49 · 336,833 sh	336,833	$12.8M	0.02%	-18.8%
50	Jupiter Topco#50 · 329,673 sh	329,673	$12.6M	<0.01%	—
51	South Dakota Investment Council#51 · 317,883 sh	317,883	$12.1M	0.21%	+226.2%
52	MACKENZIE FINANCIAL#52 · 308,367 sh	308,367	$11.7M	0.01%	+3514.2%
53	Cerity Partners#53 · 302,752 sh	302,752	$11.5M	0.01%	+116.0%
54	TWO SIGMA INVESTMENTS#54 · 301,186 sh	301,186	$11.5M	<0.01%	+493.6%
55	RWWM#55 · 296,272 sh	296,272	$11.3M	0.83%	-17.8%
56	Mariner#56 · 293,120 sh	293,120	$11.2M	0.01%	+550.6%
57	PRINCIPAL FINANCIAL GROUP#57 · 287,666 sh	287,666	$11.0M	<0.01%	+1.5%
58	SPROTT#58 · 285,000 sh	285,000	$10.9M	0.34%	+72.7%
59	Robeco Institutional Asset Management B.V.#59 · 282,804 sh	282,804	$10.8M	—	+11.0%
60	TECTONIC ADVISORS#60 · 280,725 sh	280,725	$10.7M	—	+11.4%
61	Grantham, Mayo, Van Otterloo#61 · 271,197 sh	271,197	$10.3M	0.02%	+15.7%
62	ALGERT GLOBAL#62 · 265,980 sh	265,980	$10.1M	0.12%	New
63	Forum Finance Group S.A.#63 · 326,888 sh	326,888	$10.1M	3.62%	+283.3%
64	Sound Income Strategies#64 · 261,903 sh	261,903	$10.0M	—	+0.8%
65	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#65 · 258,863 sh	258,863	$9.9M	<0.01%	-12.7%
66	Creative Planning#66 · 257,760 sh	257,760	$9.8M	<0.01%	+102.1%
67	HOTCHKIS & WILEY CAPITAL MANAGEMENT#67 · 256,840 sh	256,840	$9.8M	0.03%	-21.4%
68	Swiss National Bank#68 · 254,400 sh	254,400	$9.7M	<0.01%	+1.7%
69	Cambria Investment Management, L.P.#69 · 254,284 sh	254,284	$9.7M	0.48%	-13.7%
70	VICTORY CAPITAL MANAGEMENT#70 · 252,830 sh	252,830	$9.6M	<0.01%	+12.3%
71	ALLIANCEBERNSTEIN L.P.#71 · 273,121 sh	273,121	$8.7M	<0.01%	+32.4%
72	SCHRODER INVESTMENT MANAGEMENT GROUP#72 · 206,260 sh	206,260	$7.9M	<0.01%	+209.5%
73	Corient Private Wealth#73 · 204,524 sh	204,524	$7.8M	0.01%	+208.8%
74	Brookstone Capital Management#74 · 192,545 sh	192,545	$7.3M	—	New
75	Legal & General Group Plc#75 · 182,210 sh	182,210	$6.9M	<0.01%	+0.3%
76	GREAT WEST LIFE ASSURANCE#76 · 177,891 sh	177,891	$6.8M	0.01%	+71.5%
77	MARSHALL WACE, LLP#77 · 176,836 sh	176,836	$6.7M	<0.01%	-84.4%
78	Engineers Gate Manager#78 · 171,857 sh	171,857	$6.5M	0.08%	+909.3%
79	FRANKLIN RESOURCES#79 · 170,134 sh	170,134	$6.5M	<0.01%	+60.2%
80	IEQ CAPITAL#80 · 165,056 sh	165,056	$6.3M	0.03%	+2440.1%
81	Midwest#81 · 163,659 sh	163,659	$6.2M	—	-2.1%
82	Trexquant Investment#82 · 160,540 sh	160,540	$6.1M	0.04%	+96.3%
83	SEIZERT CAPITAL PARTNERS#83 · 146,440 sh	146,440	$5.6M	0.23%	+38.2%
84	PRICE T ROWE ASSOCIATES#84 · 143,770 sh	143,770	$5.5M	<0.01%	-3.4%
85	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#85 · 139,549 sh	139,549	$5.3M	—	+0.9%
86	Empowered Funds#86 · 138,160 sh	138,160	$5.3M	0.03%	+37.9%
87	Kingsview Wealth Management#87 · 134,228 sh	134,228	$5.1M	0.06%	-38.0%
88	Connor, Clark & Lunn Investment Management Ltd.#88 · 134,150 sh	134,150	$5.1M	<0.01%	New
89	Vanguard Global Advisers#89 · 132,793 sh	132,793	$5.1M	<0.01%	+44.7%
90	VIRGINIA RETIREMENT SYSTEMS ET Al#90 · 132,400 sh	132,400	$5.0M	0.02%	+100.0%
91	MERCER GLOBAL ADVISORS#91 · 131,120 sh	131,120	$5.0M	<0.01%	+238.7%
92	Retirement Systems of Alabama#92 · 131,106 sh	131,106	$5.0M	0.01%	-15.6%
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#93 · 126,289 sh	126,289	$4.8M	<0.01%	-1.7%
94	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#94 · 125,951 sh	125,951	$4.8M	0.31%	-10.7%
95	CITIGROUP#95 · 125,943 sh	125,943	$4.8M	<0.01%	+133.0%
96	CRAWFORD INVESTMENT COUNSEL#96 · 123,450 sh	123,450	$4.7M	0.08%	+0.8%
97	Elo Mutual Pension Insurance#97 · 121,359 sh	121,359	$4.6M	0.06%	+26.4%
98	VANGUARD ASSET MANAGEMENT, Ltd#98 · 121,017 sh	121,017	$4.6M	<0.01%	+4.2%
99	RAYMOND JAMES FINANCIAL#99 · 120,120 sh	120,120	$4.6M	<0.01%	+16.3%
100	NISA INVESTMENT ADVISORS#100 · 118,362 sh	118,362	$4.6M	—	-0.6%

Funds that sold out of HRB in Q2 2026 (67)

Held HRB at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held HRB in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Himalaya Capital Management1,626,906 sh	1,626,906	$51.6M
JUPITER ASSET MANAGEMENT LTD890,538 sh	890,538	$28.3M
Atom Investors273,466 sh	273,466	$8.7M
Illinois Municipal Retirement Fund137,280 sh	137,280	$4.4M
NATIXIS84,298 sh	84,298	$2.7M
Neo Ivy Capital Management78,333 sh	78,333	$2.5M
Jump Financial75,900 sh	75,900	$2.4M
Campbell & Investment Adviser63,856 sh	63,856	$2.0M
FOX RUN MANAGEMENT, L.L.C.42,105 sh	42,105	$1.3M
CIBC Bancorp USA40,374 sh	40,374	$1.3M
Mutual Advisors38,744 sh	38,744	$1.2M
Kestra Advisory Services38,521 sh	38,521	$1.2M
Walleye Capital22,750 sh	22,750	$722.1K
Kentucky Retirement Systems22,561 sh	22,561	$655.0K
MAVERICK CAPITAL LTD19,943 sh	19,943	$633.0K
AlphaGrep UK Ltd14,169 sh	14,169	$449.7K
Triad Investment Management13,200 sh	13,200	$448.0K
Aster Capital Management (DIFC) Ltd8,147 sh	8,147	$447.4K
FIL Ltd12,870 sh	12,870	$408.5K
GSA CAPITAL PARTNERS LLP12,818 sh	12,818	$407.0K
Burns Matteson Capital Management12,669 sh	12,669	$402.1K
Convergence Financial11,540 sh	11,540	$366.3K
IMC-Chicago10,475 sh	10,475	$332.5K
Barnett & Company10,420 sh	10,420	$330.7K
Vise Technologies7,548 sh	7,548	$328.9K
Vestcor10,076 sh	10,076	$320.0K
BURNEY9,993 sh	9,993	$317.2K
iSAM Funds (UK) Ltd9,895 sh	9,895	$314.1K
Tradewinds8,581 sh	8,581	$268.2K
Unifi Asset Management8,355 sh	8,355	$265.2K
INCEPTIONR8,093 sh	8,093	$256.9K
Van Diest Capital7,502 sh	7,502	$238.1K
IHT Wealth Management7,393 sh	7,393	$234.7K
Banque Cantonale Vaudoise5,324 sh	5,324	$169.0K
BROWN BROTHERS HARRIMAN4,180 sh	4,180	$132.7K
Corient IA3,540 sh	3,540	$112.4K
PEAK62,872 sh	2,872	$91.2K
Destiny Wealth Partners2,704 sh	2,704	$85.8K
Advisory Services Network2,502 sh	2,502	$79.4K
SIMPLEX TRADING1,540 sh	1,540	$48.9K
Walleye Trading1,326 sh	1,326	$42.1K
NVWM676 sh	676	$21.5K
CULLEN/FROST BANKERS496 sh	496	$15.7K
Root Financial Partners258 sh	258	$8.2K
BOKF, NA181 sh	181	$5.7K
TWIN PEAKS WEALTH ADVISORS172 sh	172	$5.5K
Wealth Preservation Advisors171 sh	171	$5.4K
Annis Gardner Whiting Capital Advisors135 sh	135	$4.3K
Signature Equity Partners132 sh	132	$4.2K
United Financial Planning Group105 sh	105	$3.3K
Key Capital Management102 sh	102	$3.2K
CHILTON CAPITAL MANAGEMENT97 sh	97	$3.1K
CURIO WEALTH87 sh	87	$2.8K
Ancora Advisors86 sh	86	$2.7K
First Pacific Financial74 sh	74	$2.3K
WHITTIER60 sh	60	$2.0K
Magnolia Wealth Management30 sh	30	$952.00
First Command Advisory Services29 sh	29	$920.00
Westside Investment Management15 sh	15	$476.00
Strategic Wealth Partners, Ltd.13 sh	13	$416.00
MASECO LLP13 sh	13	$415.00
Whipplewood Advisors10 sh	10	$317.00
Clearstead7 sh	7	$223.00
PMV Capital Advisers4 sh	4	$141.00
American Capital Advisory3 sh	3	$96.00
Triumph Capital Management1 sh	1	$32.00
Vermillion Wealth Management1 sh	1	$32.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.