H&R BLOCK INC (HRB) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HRB 13F holders ranked 201–300 of 545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Freestone Grove Partners#201 · 34,107 sh | 34,107 | $1.3M | <0.01% | -22.4% |
| 202 | TD Waterhouse Canada#202 · 32,485 sh | 32,485 | $1.3M | — | New |
| 203 | Neuberger Berman Group#203 · 33,418 sh | 33,418 | $1.3M | <0.01% | +87.5% |
| 204 | ROTHSCHILD INVESTMENT#204 · 33,204 sh | 33,204 | $1.3M | 0.05% | +905.0% |
| 205 | PRELUDE CAPITAL MANAGEMENT#205 · 33,076 sh | 33,076 | $1.3M | 0.09% | New |
| 206 | Vanguard Investments Australia, Ltd.#206 · 32,306 sh | 32,306 | $1.2M | <0.01% | 0.0% |
| 207 | Linden Thomas Advisory Services#207 · 31,121 sh | 31,121 | $1.2M | — | -0.1% |
| 208 | Quadrature Capital Ltd#208 · 30,865 sh | 30,865 | $1.2M | 0.01% | New |
| 209 | Dynamic Technology Lab Private Ltd#209 · 30,839 sh | 30,839 | $1.2M | 0.26% | New |
| 210 | INTECH INVESTMENT MANAGEMENT#210 · 30,661 sh | 30,661 | $1.2M | 0.01% | -65.9% |
| 211 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#211 · 30,347 sh | 30,347 | $1.2M | <0.01% | -4.4% |
| 212 | Quinn Opportunity Partners#212 · 30,000 sh | 30,000 | $1.1M | 0.05% | +200.0% |
| 213 | Amundi#213 · 29,744 sh | 29,744 | $1.1M | <0.01% | -87.0% |
| 214 | STATE TREASURER STATE OF MICHIGAN#214 · 29,668 sh | 29,668 | $1.1M | — | -2.6% |
| 215 | Havemeyer Place#215 · 29,443 sh | 29,443 | $1.1M | 0.11% | New |
| 216 | AE Wealth Management#216 · 29,039 sh | 29,039 | $1.1M | <0.01% | +123.8% |
| 217 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#217 · 28,514 sh | 28,514 | $1.1M | 0.01% | +0.4% |
| 218 | THRIVENT FINANCIAL FOR LUTHERANS#218 · 28,149 sh | 28,149 | $1.1M | <0.01% | -1.4% |
| 219 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#219 · 27,800 sh | 27,800 | $1.1M | 0.03% | 0.0% |
| 220 | FIRST CITIZENS BANK#220 · 27,577 sh | 27,577 | $1.1M | — | -0.8% |
| 221 | Bleakley Financial Group#221 · 27,427 sh | 27,427 | $1.0M | 0.01% | New |
| 222 | Eschler Asset Management LLP#222 · 27,000 sh | 27,000 | $1.0M | 1.83% | New |
| 223 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#223 · 26,224 sh | 26,224 | $998.6K | 0.01% | +0.8% |
| 224 | Huber Capital Management#224 · 26,100 sh | 26,100 | $993.9K | 0.15% | +11.0% |
| 225 | Human Investing#225 · 25,831 sh | 25,831 | $983.6K | — | -2.3% |
| 226 | Sequoia Financial Advisors#226 · 25,097 sh | 25,097 | $955.7K | <0.01% | -11.0% |
| 227 | BANK OF MONTREAL#227 · 25,048 sh | 25,048 | $953.8K | <0.01% | +7.5% |
| 228 | Squarepoint Ops#228 · 24,921 sh | 24,921 | $949.0K | <0.01% | -96.9% |
| 229 | Hennion & Walsh Asset Management#229 · 24,668 sh | 24,668 | $939.4K | — | -21.8% |
| 230 | denkapparat Operations GmbH#230 · 24,170 sh | 24,170 | $920.4K | 0.30% | +146.8% |
| 231 | SG Americas Securities#231 · 23,847 sh | 23,847 | $908.0K | <0.01% | -85.5% |
| 232 | HB Wealth Management#232 · 23,475 sh | 23,475 | $893.9K | — | +48.9% |
| 233 | Ameritas Investment Partners#233 · 23,352 sh | 23,352 | $889.2K | 0.02% | 0.0% |
| 234 | Argyle Capital Management#234 · 23,233 sh | 23,233 | $884.7K | 0.25% | 0.0% |
| 235 | BRIGHTON JONES#235 · 22,367 sh | 22,367 | $851.7K | 0.02% | New |
| 236 | LGT Group Foundation#236 · 22,257 sh | 22,257 | $847.5K | <0.01% | -44.5% |
| 237 | MIRABELLA FINANCIAL SERVICES LLP#237 · 22,021 sh | 22,021 | $838.6K | 0.08% | +4.7% |
| 238 | RITHOLTZ WEALTH MANAGEMENT#238 · 22,013 sh | 22,013 | $838.3K | 0.01% | +8.9% |
| 239 | Envestnet Portfolio Solutions#239 · 21,854 sh | 21,854 | $832.2K | <0.01% | -3.4% |
| 240 | Cambridge Investment Research Advisors#240 · 21,540 sh | 21,540 | $820.0K | <0.01% | +27.1% |
| 241 | Baird Financial Group#241 · 21,426 sh | 21,426 | $815.9K | <0.01% | +7.2% |
| 242 | Sovereign's Capital Management#242 · 21,239 sh | 21,239 | $808.8K | 0.54% | -2.2% |
| 243 | Chicago Partners Investment Group#243 · 20,171 sh | 20,171 | $805.8K | — | +132.5% |
| 244 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#244 · 20,845 sh | 20,845 | $793.8K | <0.01% | +212.6% |
| 245 | DARK FOREST CAPITAL MANAGEMENT#245 · 20,541 sh | 20,541 | $782.2K | 0.05% | New |
| 246 | US BANCORP \DE\#246 · 19,902 sh | 19,902 | $757.9K | <0.01% | +36.9% |
| 247 | Pictet Asset Management Holding SA#247 · 19,881 sh | 19,881 | $757.1K | <0.01% | 0.0% |
| 248 | NewEdge Advisors#248 · 19,433 sh | 19,433 | $740.0K | <0.01% | +82.2% |
| 249 | XTX Topco Ltd#249 · 19,394 sh | 19,394 | $738.5K | <0.01% | New |
| 250 | Chesley Taft & Associates#250 · 19,382 sh | 19,382 | $738.1K | — | -2.8% |
| 251 | GROUP ONE TRADING, L.P.#251 · 18,954 sh | 18,954 | $721.8K | <0.01% | +37.5% |
| 252 | Farther Finance Advisors#252 · 18,906 sh | 18,906 | $720.0K | — | +10.4% |
| 253 | Lighthouse Investment Partners#253 · 18,757 sh | 18,757 | $714.3K | 0.02% | -53.0% |
| 254 | WINTON GROUP Ltd#254 · 18,500 sh | 18,500 | $704.5K | 0.02% | -58.0% |
| 255 | PNC FINANCIAL SERVICES GROUP#255 · 18,451 sh | 18,451 | $702.6K | <0.01% | -3.9% |
| 256 | Integrated Wealth Concepts#256 · 18,388 sh | 18,388 | $700.2K | <0.01% | +83.8% |
| 257 | SRS Capital Advisors#257 · 18,184 sh | 18,184 | $692.4K | <0.01% | +3853.0% |
| 258 | QUADRANT CAPITAL GROUP#258 · 18,013 sh | 18,013 | $685.9K | — | +219.8% |
| 259 | MSH Capital Advisors#259 · 17,578 sh | 17,578 | $669.4K | 0.12% | 0.0% |
| 260 | NewEdge Wealth#260 · 17,388 sh | 17,388 | $662.1K | <0.01% | +25.6% |
| 261 | Crossmark Global#261 · 17,245 sh | 17,245 | $656.7K | — | +50.7% |
| 262 | Lido Advisors#262 · 16,955 sh | 16,955 | $653.6K | <0.01% | New |
| 263 | XPONANCE#263 · 16,994 sh | 16,994 | $647.1K | <0.01% | -4.6% |
| 264 | ROCKLAND#264 · 16,866 sh | 16,866 | $642.3K | — | 0.0% |
| 265 | Focus Partners Advisor Solutions#265 · 16,766 sh | 16,766 | $638.5K | <0.01% | New |
| 266 | Bull Harbor Capital#266 · 16,740 sh | 16,740 | $637.5K | 0.12% | New |
| 267 | MAI Capital Management#267 · 16,673 sh | 16,673 | $636.9K | <0.01% | +496.7% |
| 268 | Wealthfront Advisers#268 · 16,720 sh | 16,720 | $636.7K | <0.01% | -1.9% |
| 269 | Claret Asset Management#269 · 16,410 sh | 16,410 | $625.0K | 0.07% | +11.7% |
| 270 | Archer Investment#270 · 16,300 sh | 16,300 | $620.7K | 0.12% | 0.0% |
| 271 | CHOREO#271 · 16,060 sh | 16,060 | $619.2K | <0.01% | +7.7% |
| 272 | CAPITAL FINANCIAL GROUP \\#272 · 16,067 sh | 16,067 | $611.8K | 0.32% | New |
| 273 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#273 · 15,911 sh | 15,911 | $605.9K | <0.01% | 0.0% |
| 274 | JONES FINANCIAL COMPANIES LLLP#274 · 16,036 sh | 16,036 | $605.1K | <0.01% | +12.7% |
| 275 | Ifrah Financial Services#275 · 15,700 sh | 15,700 | $597.9K | — | -0.6% |
| 276 | TCM Advisors#276 · 15,500 sh | 15,500 | $590.2K | 0.05% | +7.6% |
| 277 | RMB Capital Management#277 · 15,342 sh | 15,342 | $583.9K | <0.01% | +30.5% |
| 278 | Legacy Bridge#278 · 15,265 sh | 15,265 | $581.3K | 0.18% | 0.0% |
| 279 | RBF Capital#279 · 15,000 sh | 15,000 | $571.2K | 0.02% | 0.0% |
| 280 | Ascent Group#280 · 14,314 sh | 14,314 | $545.1K | 0.02% | New |
| 281 | HANTZ FINANCIAL SERVICES#281 · 14,305 sh | 14,305 | $545.0K | <0.01% | +138.6% |
| 282 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#282 · 14,290 sh | 14,290 | $544.0K | <0.01% | 0.0% |
| 283 | Pallas Capital Advisors#283 · 14,225 sh | 14,225 | $541.7K | 0.02% | New |
| 284 | Allworth Financial#284 · 14,168 sh | 14,168 | $539.5K | <0.01% | +109.6% |
| 285 | Swiss Life Asset Management Ltd#285 · 13,842 sh | 13,842 | $527.1K | <0.01% | +16.0% |
| 286 | New Age Alpha Advisors#286 · 13,825 sh | 13,825 | $526.5K | 0.02% | -2.2% |
| 287 | Abacus Wealth Partners#287 · 13,220 sh | 13,220 | $503.4K | 0.05% | +3.5% |
| 288 | D.A. DAVIDSON#288 · 12,533 sh | 12,533 | $477.3K | <0.01% | New |
| 289 | Affinity Capital Advisors#289 · 12,094 sh | 12,094 | $474.3K | — | +62.8% |
| 290 | Blackstone#290 · 12,124 sh | 12,124 | $461.7K | <0.01% | New |
| 291 | AVIVA PLC#291 · 11,893 sh | 11,893 | $452.9K | <0.01% | New |
| 292 | Simplicity Wealth#292 · 11,731 sh | 11,731 | $446.7K | — | New |
| 293 | WILEY BROS.-AINTREE CAPITAL#293 · 11,703 sh | 11,703 | $445.7K | <0.01% | -0.5% |
| 294 | Krilogy Financial#294 · 11,663 sh | 11,663 | $444.1K | — | New |
| 295 | OMERS ADMINISTRATION#295 · 11,600 sh | 11,600 | $441.7K | <0.01% | New |
| 296 | Financiere des Professionnels - Fonds d,investissement#296 · 11,523 sh | 11,523 | $438.8K | 0.02% | New |
| 297 | NorthCrest Asset Manangement#297 · 11,317 sh | 11,317 | $437.5K | — | New |
| 298 | Frec Markets#298 · 11,239 sh | 11,239 | $428.0K | 0.04% | New |
| 299 | Frank, Rimerman Advisors#299 · 11,192 sh | 11,192 | $426.2K | — | New |
| 300 | EP Wealth Advisors#300 · 11,031 sh | 11,031 | $420.0K | <0.01% | +58.0% |
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.