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HRB — BLOCK H & R INC

Reported value held$3.31B
Funds holding (latest)47
SectorConsumer Discretionary
Funds holding (Q2 2026)39
Institutional value$2.67B · 70.22M sh
New / Add / Cut / Exit1 / 14 / 21 / 4
Top-5 / Top-10 concentration68.5% / 83.9%
Institutional holdings change Accumulating +4.7% (+3.15M sh)
Institutional value change Up +25.7%

As of Q2 2026, 39 SEC-registered investment managers reported holding HRB (BLOCK H & R INC) in their latest 13F filings, with a combined reported value of $2.67B across 70.22M shares. That is +4.7% by share count (+3.15M shares) versus the previous quarter, while reported value moved +25.7%. Ownership is concentrated: the five largest holders account for 68.5% of reported value and the top ten for 83.9%.

Compared with the prior quarter, 1 opened new positions, 14 added to existing stakes, 21 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

HRB is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 16.33M $621.70M 0.01% Add
Fidelity Management & Research (FMR) history Q2 2026 15.74M $599.54M 0.03% Add
Vanguard Group history Q4 2025 13.31M $580.22M 0.01% Reduce
AQR Capital Management history Q2 2026 9.62M $366.19M 0.13% Add
Lazard Asset Management history Q2 2026 3.24M $123.55M 0.19% Reduce
Geode Capital Management history Q2 2026 3.06M $116.60M 0.01% Reduce
Northern Trust Corp history Q2 2026 2.93M $111.74M 0.01% Reduce
Morgan Stanley history Q2 2026 2.19M $83.22M 0.01% Add
Goldman Sachs Group history Q2 2026 1.92M $73.22M 0.01% Add
Arrowstreet Capital history Q2 2026 1.91M $72.83M 0.03% Add
Charles Schwab Investment Management history Q2 2026 1.85M $70.26M 0.01% Add
BNY Mellon history Q2 2026 1.48M $56.22M 0.01% Reduce
Himalaya Capital history Q1 2026 1.63M $51.64M 1.61% New
Norges Bank Investment Management history Q2 2026 1.22M $46.44M 0.01% Reduce
Royce & Associates history Q2 2026 1.06M $40.49M 0.33% Add
Invesco Ltd history Q2 2026 977.70K $37.23M 0.00% Reduce
UBS Group AG history Q2 2026 908.28K $34.59M 0.01% Reduce
D. E. Shaw & Co history Q2 2026 761.47K $29.00M 0.01% Reduce
Citadel Advisors history Q2 2026 717.42K $27.32M 0.00% Reduce
Bank of America Corp history Q2 2026 617.93K $23.53M 0.00% Reduce

View all 47 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 16.18M 16.44M 15.92M 16.13M 16.27M 15.83M 15.54M 16.33M
Fidelity Management & Research (FMR) 3.74K 4.47K 8.09M 12.78M 14.68M 19.16M 22.84M 22.84M 21.93M 21.59M 20.79M 20.93M 18.93M 14.41M 14.69M 13.85M 14.38M 14.57M 15.29M 15.74M
AQR Capital Management 1.07M 433.56K 169.85K 1.04M 1.43M 2.04M 2.26M 2.91M 2.72M 2.30M 1.53M 2.13M 2.13M 2.25M 1.79M 1.62M 2.59M 3.40M 3.18M 9.62M
Lazard Asset Management 5.64M 5.90M 5.94M 2.35M 2.04M 3.04M 5.11M 6.62M 6.33M 4.74M 5.30M 2.26M 1.89M 2.59M 3.73M 3.19M 3.21M 2.49M 3.76M 3.24M
Geode Capital Management 2.33M 2.29M 2.12M 2.03M 2.07M 2.14M 2.23M 2.33M 2.37M 2.34M 2.62M 2.68M 2.61M 2.60M 2.70M 2.85M 2.96M 2.89M 3.14M 3.06M
Northern Trust Corp 3.06M 3.01M 1.97M 2.30M 2.39M 2.35M 2.29M 2.27M 2.18M 2.22M 2.00M 2.22M 2.15M 2.35M 2.61M 2.48M 2.75M 2.42M 3.02M 2.93M
Morgan Stanley 1.23M 1.11M 1.03M 1.83M 1.30M 1.31M 1.00M 1.37M 1.21M 1.04M 1.12M 997.88K 2.17M 2.17M 2.15M 2.05M 1.83M 1.50M 1.99M 2.19M
Goldman Sachs Group 1.71M 1.57M 1.44M 1.44M 1.29M 1.44M 769.54K 924.95K 1.18M 1.09M 776.92K 1.50M 952.81K 736.40K 848.53K 1.55M 862.87K 902.07K 1.08M 1.92M
Arrowstreet Capital 1.18M 1.03M — 312.58K 1.24M 1.47M 980.58K 1.51M 1.52M 1.77M 1.81M 1.55M 1.82M 2.05M 1.52M 1.60M 1.99M 1.79M 1.59M 1.91M
Charles Schwab Investment Management 1.04M 1.04M 2.97M 2.95M 3.61M 3.91M 3.62M 3.73M 3.84M 3.78M 4.66M 4.68M 4.94M 5.22M 1.69M 1.64M 1.64M 1.58M 1.78M 1.85M
BNY Mellon 2.98M 2.60M 2.54M 2.67M 2.61M 2.11M 2.07M 1.98M 1.93M 1.89M 1.76M 1.75M 1.64M 1.68M 1.66M 1.63M 1.43M 1.42M 1.52M 1.48M
Norges Bank Investment Management — — — — — 1.59M — — — 1.71M — 1.67M — 1.08M — 1.78M — 1.59M — 1.22M
Royce & Associates 402.04K 1.81M 1.91M 1.33M 935.13K 748.83K 629.89K 690.89K 575.12K 359.12K 190.62K 174.56K 164.56K 156.06K 142.76K 79.46K 214.56K 316.07K 776.72K 1.06M
Invesco Ltd 1.02M 941.36K 760.91K 1.08M 1.23M 1.36M 964.12K 885.73K 493.95K 558.01K 1.09M 1.21M 1.24M 1.57M 419.00K 383.73K 445.33K 613.62K 1.45M 977.70K
UBS Group AG 470.64K 430.09K 441.80K 374.19K 315.72K 394.64K 630.02K 292.12K 370.07K 335.29K 241.30K 263.05K 173.19K 823.49K 739.55K 756.55K 784.20K 934.92K 934.70K 908.28K
D. E. Shaw & Co 1.43M 1.08M 72.90K 376.33K 945.80K 1.61M 1.34M 790.20K 1.38M 1.25M 662.71K 504.31K 259.29K 267.78K 962.02K 1.13M 834.35K 1.39M 1.19M 761.47K
Citadel Advisors 862.40K 563.35K 635.15K 1.30M 926.60K 730.04K 1.81M 2.44M 2.53M 1.20M 2.03M 1.14M 552.30K 743.14K 806.39K 2.03M 1.47M 1.71M 3.29M 717.42K
Bank of America Corp 475.26K 553.01K 726.66K 489.32K 1.10M 1.17M 1.76M 548.46K 555.29K 475.45K 589.36K 869.77K 485.78K 914.88K 1.22M 1.01M 896.22K 1.05M 1.01M 617.93K
JPMorgan Chase & Co 467.95K 580.98K 604.02K 599.88K 755.92K 623.92K 415.27K 741.05K 599.59K 609.78K 669.26K 729.05K 754.29K 644.42K 943.41K 739.13K 649.83K 631.51K — 556.76K
CPP Investments 3.37K — 66 — 58.60K 31.40K 52.20K 65.00K — 72.00K 101.10K 127.60K 23.00K — 1.70K 200.80K 326.10K 355.80K 506.20K 505.00K

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