BLOCK H & R INC (HRB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
507
Reporting holders
$4.8B
Reported value
102.0%
Of shares outstanding
1.1%
Held as options
+52
Holder change
Institutions report 125,671,526 shares against 123,265,922 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $621.7M | 16,326,241 | 0.01% | 8q | +5.1%+$30.0M |
| FMR LLC | $599.5M | 15,744,303 | 0.03% | 31q | +3.0%+$17.4M |
| AQR CAPITAL MANAGEMENT LLC | $366.2M | 9,616,406 | 0.13% | 31q | +202.1%+$245.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $236.5M | 6,210,650 | 0.01% | 2q | -14.6%-$40.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $217.6M | 5,713,146 | 0.00% | 2q | +1.0%+$2.2M |
| STATE STREET CORP | $160.0M | 4,157,916 | 0.00% | 31q | +4.1%+$6.3M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $151.4M | 3,975,923 | 0.41% | 24q | -7.1%-$11.6M |
| LAZARD ASSET MANAGEMENT LLC | $123.5M | 3,244,474 | 0.19% | 41q | -13.7%-$19.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $116.6M | 3,061,311 | 0.01% | 31q | -2.4%-$2.9M |
| NORTHERN TRUST CORP | $111.7M | 2,934,354 | 0.01% | 31q | -2.7%-$3.1M |
| DIMENSIONAL FUND ADVISORS LP | $86.5M | 2,272,476 | 0.02% | 31q | -1.5%-$1.3M |
| MORGAN STANLEY | $83.2M | 2,185,522 | 0.00% | 35q | +9.9%+$7.5M |
| FIRST TRUST ADVISORS LP | $76.4M | 2,007,551 | 0.04% | 31q | +51.1%+$25.9M |
| GOLDMAN SACHS GROUP INC | $73.2M | 1,922,900 | 0.01% | 31q | +77.8%+$32.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72.8M | 1,912,427 | 0.03% | 17q | +19.9%+$12.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $70.3M | 1,845,107 | 0.01% | 31q | +3.6%+$2.4M |
| Sixth Street Partners Management Company, L.P. | $70.3M | 1,845,107 | 0.01% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $65.3M | 1,714,217 | 0.24% | 3q | +263.5%+$47.3M |
| Bank of New York Mellon Corp | $56.2M | 1,476,375 | 0.01% | 31q | -2.7%-$1.5M |
| Ranmore Fund Management Ltd | $53.3M | 1,400,000 | 5.90% | 3q | HELD |
| Framtiden Holdings Management Co LLC | $47.2M | 1,140,000 | 28.62% | 3q | +132.7%+$26.9M |
| NORGES BANK | $46.4M | 1,219,451 | 0.00% | 32q | -23.5%-$14.2M |
| ROYCE & ASSOCIATES LP | $40.5M | 1,063,355 | 0.33% | 20q | +36.9%+$10.9M |
| Invesco Ltd. | $37.2M | 977,704 | 0.00% | 31q | -32.6%-$18.0M |
| UBS Group AG | $34.6M | 908,285 | 0.00% | 31q | -2.8%-$1.0M |
| Quantinno Capital Management LP | $31.5M | 826,467 | 0.04% | 13q | +107.5%+$16.3M |
| VANGUARD FIDUCIARY TRUST CO | $30.6M | 804,290 | 0.01% | 2q | +2.0%+$593.3K |
| CAPITAL FUND MANAGEMENT S.A. | $30.1M | 765,437 | 0.13% | 16q | +185.2%+$19.5M |
| D. E. Shaw & Co., Inc. | $29.0M | 708,067 | 0.01% | 31q | -37.3%-$17.2M |
| ROYAL BANK OF CANADA | $28.7M | 752,508 | 0.00% | 31q | +75.8%+$12.4M |
| CITADEL ADVISORS LLC | $27.3M | 534,124 | 0.00% | 31q | -83.2%-$135.5M |
| Prevatt Capital Ltd | $27.0M | 710,000 | 5.86% | 11q | HELD |
| SEI INVESTMENTS CO | $26.4M | 694,524 | 0.02% | 31q | +30.4%+$6.2M |
| Boston Trust Walden Corp | $25.7M | 673,795 | 0.20% | 7q | -24.7%-$8.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.9M | 38,927 | 0.00% | 31q | -74.2%-$69.0M |
| PANAGORA ASSET MANAGEMENT INC | $23.9M | 626,434 | 0.07% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $23.5M | 617,929 | 0.00% | 31q | -38.7%-$14.9M |
| BARCLAYS PLC | $23.0M | 604,025 | 0.00% | 31q | -45.5%-$19.2M |
| JPMORGAN CHASE & CO | $21.6M | 556,757 | 0.00% | 31q | -1.7%-$374.1K |
| Lodge Hill Capital, LLC | $21.5M | 565,900 | 3.61% | 3q | -46.1%-$18.4M |
| CANADA PENSION PLAN INVESTMENT BOARD | $19.2M | 505,000 | 0.01% | 6q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $16.0M | 421,459 | 0.00% | 22q | -47.8%-$14.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $15.7M | 411,812 | 0.00% | 31q | +5.0%+$743.8K |
| Nuveen, LLC | $15.3M | 401,261 | 0.00% | 6q | -1.6%-$252.2K |
| Corient Private Wealth LP | $14.5M | 381,611 | 0.01% | 15q | +476.2%+$12.0M |
| AMERIPRISE FINANCIAL INC | $14.0M | 368,323 | 0.00% | 31q | -46.7%-$12.3M |
| ALPS ADVISORS INC | $13.7M | 360,246 | 0.06% | 17q | -2.5%-$356.8K |
| Swedbank AB | $13.2M | 345,643 | 0.01% | 21q | HELD |
| RHUMBLINE ADVISERS | $12.9M | 339,250 | 0.01% | 31q | -10.3%-$1.5M |
| Balyasny Asset Management L.P. | $12.8M | 336,833 | 0.02% | 3q | -18.8%-$3.0M |
| Jupiter Topco LLC | $12.6M | 329,673 | 0.01% | new | FIRST |
| MACKENZIE FINANCIAL CORP | $11.7M | 308,367 | 0.01% | 17q | +3514.2%+$11.4M |
| Cerity Partners LLC | $11.5M | 302,752 | 0.01% | 15q | +116.0%+$6.2M |
| TWO SIGMA INVESTMENTS, LP | $11.5M | 301,186 | 0.01% | 11q | +493.6%+$9.5M |
| RWWM, INC. | $11.3M | 296,272 | 0.83% | 2q | -17.8%-$2.4M |
| Mariner, LLC | $11.2M | 293,120 | 0.01% | 22q | +550.6%+$9.4M |
| PRINCIPAL FINANCIAL GROUP INC | $11.0M | 287,666 | 0.01% | 31q | +1.5%+$160.6K |
| SPROTT INC. | $10.9M | 285,000 | 0.34% | 3q | +72.7%+$4.6M |
| Robeco Institutional Asset Management B.V. | $10.8M | 282,804 | 0.01% | 2q | +11.0%+$1.1M |
| TECTONIC ADVISORS LLC | $10.7M | 280,725 | 0.51% | 20q | +11.4%+$1.1M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $10.3M | 271,197 | 0.02% | 15q | +15.7%+$1.4M |
| ALGERT GLOBAL LLC | $10.1M | 265,980 | 0.12% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $10.0M | 262,240 | 0.01% | 7q | +577.3%+$8.5M |
| Sound Income Strategies, LLC | $10.0M | 261,903 | 0.45% | 31q | +0.8%+$75.5K |
| California Public Employees Retirement System | $9.9M | 258,863 | 0.01% | 31q | -12.7%-$1.4M |
| Creative Planning | $9.8M | 257,760 | 0.01% | 29q | +102.1%+$5.0M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $9.8M | 256,840 | 0.03% | 2q | -21.4%-$2.7M |
| Swiss National Bank | $9.7M | 254,400 | 0.01% | 31q | +1.7%+$163.7K |
| Cambria Investment Management, L.P. | $9.7M | 254,284 | 0.48% | 9q | -13.7%-$1.5M |
| VICTORY CAPITAL MANAGEMENT INC | $9.6M | 252,830 | 0.01% | 31q | +12.3%+$1.1M |
| Assenagon Asset Management S.A. | $8.9M | 233,960 | 0.01% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $8.7M | 273,121 | 0.00% | 31q | +32.4%+$2.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7.9M | 206,260 | 0.01% | 31q | +209.5%+$5.3M |
| Brookstone Capital Management | $7.3M | 192,545 | 0.07% | new | NEW |
| Legal & General Group Plc | $6.9M | 182,210 | 0.00% | 31q | HELD |
| IMC-Chicago, LLC | $6.9M | options only | 0.00% | 16q | OPTIONS |
| MARSHALL WACE, LLP | $6.7M | 176,836 | 0.01% | 6q | -84.4%-$36.5M |
| Engineers Gate Manager LP | $6.5M | 171,857 | 0.08% | 6q | +909.3%+$5.9M |
| FRANKLIN RESOURCES INC | $6.5M | 170,134 | 0.00% | 31q | +60.2%+$2.4M |
| IEQ CAPITAL, LLC | $6.3M | 165,056 | 0.03% | 2q | +2440.1%+$6.0M |
| Midwest Trust Co | $6.2M | 163,659 | 0.07% | 5q | -2.1%-$132.5K |
| Trexquant Investment LP | $6.1M | 160,540 | 0.04% | 2q | +96.3%+$3.0M |
| SEIZERT CAPITAL PARTNERS, LLC | $5.6M | 146,440 | 0.23% | 4q | +38.2%+$1.5M |
| Empowered Funds, LLC | $5.3M | 138,160 | 0.03% | 2q | +37.9%+$1.4M |
| Kingsview Wealth Management, LLC | $5.1M | 134,228 | 0.06% | 24q | -38.0%-$3.1M |
| Connor, Clark & Lunn Investment Management Ltd. | $5.1M | 134,150 | 0.01% | new | NEW |
| Vanguard Global Advisers, LLC | $5.1M | 132,793 | 0.00% | 2q | +44.7%+$1.6M |
| Retirement Systems of Alabama | $5.0M | 131,106 | 0.02% | 31q | -15.6%-$925.1K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4.8M | 126,289 | 0.01% | 31q | -1.7%-$84.9K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $4.8M | 125,951 | 0.31% | 6q | -10.7%-$577.2K |
| CITIGROUP INC | $4.8M | 125,943 | 0.00% | 31q | +133.0%+$2.7M |
| CRAWFORD INVESTMENT COUNSEL INC | $4.7M | 123,450 | 0.08% | 21q | +0.8%+$36.3K |
| Elo Mutual Pension Insurance Co | $4.6M | 121,359 | 0.06% | 7q | +26.4%+$964.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.6M | 121,017 | 0.00% | 2q | +4.2%+$185.2K |
| RAYMOND JAMES FINANCIAL INC | $4.6M | 120,120 | 0.00% | 7q | +16.3%+$640.4K |
| NISA INVESTMENT ADVISORS, LLC | $4.6M | 118,362 | 0.01% | 18q | -0.6%-$29.8K |
| Qube Research & Technologies Ltd | $4.5M | 117,217 | 0.00% | 16q | -86.3%-$28.1M |
| Inlet Private Wealth, LLC | $4.3M | 113,852 | 1.05% | 2q | +10.8%+$422.7K |
| JANE STREET GROUP, LLC | $4.1M | options only | 0.00% | 31q | OPTIONS |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4.1M | 108,041 | 0.01% | 7q | +36.8%+$1.1M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G | AQR Capital Management, LLCwith 1 co-filers | 7.6% |
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 507 | $4.8B | 125,671,526 | 115 | 171 | 133 | 1.1% |
| Q1 2026 | 455 | $3.8B | 118,197,872 | 75 | 189 | 128 | 1.0% |
| Q4 2025 | 469 | $5.2B | 118,395,242 | 53 | 137 | 174 | 0.5% |
| Q3 2025 | 496 | $5.8B | 115,820,099 | 77 | 144 | 164 | 0.4% |
| Q2 2025 | 515 | $6.5B | 117,553,337 | 50 | 165 | 174 | 0.5% |
| Q1 2025 | 514 | $6.6B | 119,518,547 | 69 | 153 | 188 | 0.6% |
| Q4 2024 | 501 | $6.4B | 119,538,330 | 59 | 183 | 134 | 1.1% |
| Q3 2024 | 493 | $7.7B | 118,802,402 | 82 | 144 | 151 | 1.5% |
| Q2 2024 | 453 | $6.5B | 118,478,595 | 64 | 140 | 146 | 1.2% |
| Q1 2024 | 431 | $6.0B | 119,645,701 | 58 | 118 | 148 | 2.0% |
| Q4 2023 | 414 | $5.8B | 117,340,996 | 69 | 104 | 139 | 1.4% |
| Q3 2023 | 361 | $5.3B | 120,292,981 | 57 | 99 | 119 | 2.1% |
| Q2 2023 | 343 | $4.0B | 122,562,500 | 40 | 98 | 134 | 1.5% |
| Q1 2023 | 359 | $5.5B | 154,038,521 | 42 | 108 | 137 | 1.9% |
| Q4 2022 | 358 | $4.6B | 123,469,930 | 49 | 105 | 116 | 2.7% |
| Q3 2022 | 463 | $6.1B | 137,713,213 | 72 | 125 | 179 | 3.4% |
| Q2 2022 | 434 | $5.1B | 138,922,435 | 107 | 108 | 149 | 2.8% |
| Q1 2022 | 383 | $3.7B | 140,454,757 | 51 | 98 | 140 | 0.8% |
| Q4 2021 | 391 | $3.5B | 143,948,554 | 32 | 118 | 132 | 1.8% |
| Q3 2021 | 396 | $3.8B | 149,124,802 | 53 | 100 | 137 | 1.7% |
| Q2 2021 | 393 | $3.7B | 152,718,018 | 63 | 95 | 146 | 1.7% |
| Q1 2021 | 373 | $3.4B | 154,678,846 | 59 | 96 | 132 | 2.1% |
| Q4 2020 | 364 | $2.6B | 162,039,011 | 50 | 98 | 148 | 2.1% |
| Q3 2020 | 371 | $2.8B | 171,504,605 | 60 | 115 | 138 | 1.6% |
| Q2 2020 | 381 | $2.7B | 184,409,771 | 61 | 115 | 142 | 1.2% |
| Q1 2020 | 380 | $2.7B | 192,039,049 | 42 | 120 | 145 | 0.7% |
| Q4 2019 | 439 | $4.7B | 198,328,173 | 56 | 114 | 168 | 0.6% |
| Q3 2019 | 435 | $5.0B | 209,254,121 | 49 | 135 | 161 | 0.6% |
| Q2 2019 | 451 | $7.3B | 211,030,120 | 61 | 140 | 160 | 0.9% |
| Q1 2019 | 453 | $5.0B | 208,755,064 | 49 | 172 | 135 | 1.1% |
| Q4 2018 | 465 | $5.4B | 209,123,781 | 9 | 10 | 9 | 2.2% |