Who owns H&R Block?
- Ticker: HRB
- CUSIP Number: 093671105
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Analyze quarterly positions in H&R Block with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of H&R Block stock
Who bought or sold H&R Block this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 16M | $493M | -2% | Mar 2026 |
|
| FMR | 15M | $635M | 1% | Dec 2025 |
|
| Vanguard Group | 13M | $580M | -3% | Dec 2025 |
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| Vanguard Portfolio Management | 7.3M | $231M | 100% | Mar 2026 |
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| Vanguard Capital Management | 5.7M | $180M | 100% | Mar 2026 |
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| Hanna Zanoni | 4.3M | $187M | 5% | Dec 2025 |
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| State Street Corporation | 4.0M | $175M | -4% | Dec 2025 |
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| Lazard Asset Management | 3.8M | $119M | 51% | Mar 2026 |
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| Citadel Advisors | 3.3M | $104M | 92% | Mar 2026 |
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| AQR Capital Management | 3.2M | $100M | -6% | Mar 2026 |
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| Geode Capital Management | 3.1M | $100M | 9% | Mar 2026 |
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| Northern Trust | 2.4M | $105M | -12% | Dec 2025 |
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| Dimensional Fund Advisors | 2.3M | $73M | -8% | Mar 2026 |
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| Morgan Stanley | 2.0M | $63M | 32% | Mar 2026 |
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| Arrowstreet Capital, Limited Partnership | 1.8M | $78M | -10% | Dec 2025 |
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| Wellington Management Company | 1.7M | $74M | -26% | Dec 2025 |
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| Himalaya Capital Management | 1.6M | $52M | 100% | Mar 2026 |
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| Charles Schwab Investment Management | 1.6M | $69M | -4% | Dec 2025 |
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| LSV Asset Management | 1.5M | $49M | 0% | Mar 2026 |
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| Bank of New York Mellon | 1.5M | $48M | 7% | Mar 2026 |
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| Invesco | 1.5M | $46M | 136% | Mar 2026 |
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| Ranmore Fund Management | 1.4M | $44M | 48% | Mar 2026 |
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| First Trust Advisors | 1.3M | $42M | 26% | Mar 2026 |
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| D. E. Shaw & Co | 1.2M | $38M | -14% | Mar 2026 |
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| Marshall Wace | 1.2M | $51M | -2% | Dec 2025 |
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| Goldman Sachs Group | 1.1M | $34M | 20% | Mar 2026 |
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| Lodge Hill Capital | 1.1M | $33M | 31% | Mar 2026 |
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| Bank of America Corporation | 1.0M | $32M | 100% | Mar 2026 |
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| UBS Group | 935k | $30M | 0% | Mar 2026 |
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| Btim | 895k | $28M | 15% | Mar 2026 |
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| Jupiter Asset Management | 891k | $28M | 16905% | Mar 2026 |
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| Squarepoint Ops | 809k | $26M | 859% | Mar 2026 |
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| Vanguard Fiduciary Trust | 789k | $25M | 100% | Mar 2026 |
|
| Barclays | 782k | $34M | 3% | Dec 2025 |
|
| Royce & Associates | 777k | $25M | 146% | Mar 2026 |
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| Prevatt Capital | 710k | $23M | 103% | Mar 2026 |
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| Sei Investments | 533k | $17M | 25% | Mar 2026 |
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| Qube Research & Technologies | 508k | $22M | -51% | Dec 2025 |
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| Canada Pension Plan Investment Board | 506k | $16M | 42% | Mar 2026 |
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| Thomas Stevens, CFA" | 472k | $15M | 73246% | Mar 2026 |
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| Royal Bank of Canada | 428k | $14M | -73% | Mar 2026 |
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| Balyasny Asset Management | 415k | $13M | 30% | Mar 2026 |
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| Nuveen | 408k | $13M | -40% | Mar 2026 |
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| Quantinno Capital Management | 398k | $13M | 189% | Mar 2026 |
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| Ubs Global Asset Management Americas | 392k | $13M | -43% | Mar 2026 |
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| Rhumbline Advisers | 378k | $12M | 1% | Mar 2026 |
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| ALPS Advisors | 370k | $12M | -5% | Mar 2026 |
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| RWWM | 360k | $11M | 100% | Mar 2026 |
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| Swedbank AB | 346k | $11M | 0% | Mar 2026 |
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| Ameriprise Financial | 346k | $11M | 130% | Mar 2026 |
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| Millennium Management | 344k | $11M | -59% | Mar 2026 |
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| Hotchkis and Wiley Capital Management | 327k | $10M | 100% | Mar 2026 |
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| Capital Fund Management | 301k | $9.6M | 111% | Mar 2026 |
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| CalPERS | 296k | $9.4M | -16% | Mar 2026 |
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| Principal Financial Group | 283k | $9.0M | 4% | Mar 2026 |
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| Framtiden Holdings Management | 275k | $12M | 100% | Dec 2025 |
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| Sound Income Strategies | 260k | $8.3M | 145% | Mar 2026 |
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| Robeco Institutional Asset Management B V | 255k | $8.1M | 100% | Mar 2026 |
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| Tectonic Advisors | 252k | $8.0M | 28% | Mar 2026 |
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| Swiss National Bank | 250k | $7.9M | -1% | Mar 2026 |
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| Grantham, Mayo, Van Otterloo & Co | 234k | $7.4M | -3% | Mar 2026 |
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| Amundi | 229k | $7.3M | 2344% | Mar 2026 |
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| Kingsview Wealth Management | 217k | $6.9M | 31% | Mar 2026 |
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| Walleye Trading Advisors | 214k | $6.8M | 499% | Mar 2026 |
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| Alliancebernstein | 206k | $9.0M | -25% | Mar 2026 |
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| Cambria Investment Management | 200k | $8.7M | 15% | Dec 2025 |
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| Legal & General Group | 182k | $5.8M | -10% | Mar 2026 |
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| Raymond James Financial | 179k | $7.8M | -3% | Dec 2025 |
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| Atom Investors | 172k | $7.5M | 100% | Dec 2025 |
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| Victory Capital Management | 168k | $7.3M | 31% | Dec 2025 |
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| Midwest Trust | 167k | $5.3M | -2% | Mar 2026 |
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| Sprott | 165k | $5.2M | 230% | Mar 2026 |
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| SG Americas Securities | 164k | $5.2M | 72% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 162k | $5.1M | -81% | Mar 2026 |
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| Point72 Asset Management | 156k | $5.0M | 30% | Mar 2026 |
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| Retirement Systems of Alabama | 155k | $4.9M | 2% | Mar 2026 |
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| California State Teachers Retirement System | 149k | $4.7M | 12% | Mar 2026 |
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| Landscape Capital Management | 141k | $4.5M | -33% | Mar 2026 |
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| HPM Partners | 140k | $4.4M | 28% | Mar 2026 |
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| New York State Teachers Retirement System | 138k | $4.4M | -3% | Mar 2026 |
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| Ing Investment Management | 137k | $4.4M | -52% | Mar 2026 |
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| Illinois Municipal Retirement Fund | 137k | $4.4M | 31% | Mar 2026 |
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| Florida State Board of Administration | 129k | $4.1M | -7% | Mar 2026 |
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| Creative Planning | 128k | $4.0M | 31% | Mar 2026 |
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| Agf Management | 120k | $3.8M | 75% | Mar 2026 |
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| NISA Investment Advisors | 119k | $3.8M | 7% | Mar 2026 |
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| Vanguard Asset Management | 116k | $3.7M | 100% | Mar 2026 |
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| Mitsubishi UFJ Trust & Banking Corp | 112k | $3.6M | 49% | Mar 2026 |
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| Natixis | 112k | $4.9M | 1680% | Dec 2025 |
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| Jane Street | 112k | $3.6M | -77% | Mar 2026 |
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| Prudential Financial | 108k | $3.4M | 16% | Mar 2026 |
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| Teacher Retirement System Of Texas | 107k | $3.4M | 374% | Mar 2026 |
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| Franklin Resources | 106k | $3.4M | -1% | Mar 2026 |
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| Seizert Capital Partners | 106k | $3.4M | 10% | Mar 2026 |
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| Janney Montgomery Scott | 105k | $3.3M | 7% | Mar 2026 |
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| LPL Financial | 105k | $3.3M | 60% | Mar 2026 |
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| Kennondale Capital Management | 104k | $3.3M | 256% | Mar 2026 |
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| Nordea Investment Management Ab | 103k | $3.2M | -7% | Mar 2026 |
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| Inlet Private Wealth | 103k | $3.3M | 100% | Mar 2026 |
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| Great-West Life Assurance Company | 103k | $4.5M | -3% | Dec 2025 |
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| Crawford Investment Counsel | 101k | $4.4M | 0% | Dec 2025 |
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| Ossiam | 99k | $4.3M | 100% | Dec 2025 |
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| Monongahela Capital Management | 99k | $4.3M | 0% | Dec 2025 |
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| South Dakota Investment Council | 98k | $3.1M | 680% | Mar 2026 |
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| Elo Mutual Pension Insurance | 96k | $3.0M | 5% | Mar 2026 |
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| Stifel Financial | 95k | $3.0M | 51% | Mar 2026 |
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| Segall Bryant & Hamill | 95k | $3.0M | 0% | Mar 2026 |
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| WEDGE Capital Management L | 92k | $2.9M | 45% | Mar 2026 |
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| Vanguard Global Advisers | 92k | $2.9M | 100% | Mar 2026 |
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| Intech Investment Management | 90k | $2.9M | 20% | Mar 2026 |
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| Manufacturers Life Insurance Company | 87k | $2.8M | -2% | Mar 2026 |
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| Forum Finance Group | 85k | $2.2M | 100% | Mar 2026 |
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| Man Group | 82k | $2.6M | 100% | Mar 2026 |
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| Trexquant Investment | 82k | $2.6M | 100% | Mar 2026 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 79k | $2.5M | -48% | Mar 2026 |
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| Commonwealth Equity Services | 77k | $2.4M | 108% | Mar 2026 |
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| New York State Common Retirement Fund | 77k | $2.4M | -2% | Mar 2026 |
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| SummitTX Capital | 74k | $2.4M | 16% | Mar 2026 |
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| State of New Jersey Common Pension Fund D | 73k | $2.3M | 50% | Mar 2026 |
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| Susquehanna International | 73k | $3.2M | -30% | Dec 2025 |
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| Storebrand Asset Management As | 68k | $2.2M | 0% | Mar 2026 |
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| State of Wisconsin Investment Board | 68k | $2.9M | -12% | Dec 2025 |
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| Fifth Third Bancorp | 67k | $2.1M | 543% | Mar 2026 |
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| Tealwood Asset Management | 66k | $2.1M | 92% | Mar 2026 |
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| CI Private Wealth | 66k | $2.1M | -57% | Mar 2026 |
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| Kendall Capital Management | 65k | $2.1M | -8% | Mar 2026 |
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| Nomura Asset Management International | 64k | $2.0M | 100% | Mar 2026 |
|
| Campbell & Co. Investment Adviser | 64k | $2.0M | -34% | Mar 2026 |
|
| Klp Kapitalforvaltning As | 63k | $2.0M | 39% | Mar 2026 |
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| MetLife Investment Advisors | 63k | $2.7M | -10% | Dec 2025 |
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| Hsbc Holdings | 63k | $2.0M | -32% | Mar 2026 |
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| CBOE Vest Financial | 62k | $2.0M | 100% | Mar 2026 |
|
| Picton Mahoney Asset Management | 60k | $1.9M | 213% | Mar 2026 |
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| Redwood Investment Management | 59k | $2.6M | -6% | Dec 2025 |
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| Optimist Retirement Group | 58k | $1.8M | 37% | Mar 2026 |
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| Amalgamated Bank | 58k | $1.8M | 0% | Mar 2026 |
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| Qsemble Capital Management | 57k | $1.8M | 9% | Mar 2026 |
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| Henderson Group | 57k | $1.8M | -7% | Mar 2026 |
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| Alaska Retirement Management Board | 55k | $1.8M | -1% | Mar 2026 |
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| Police & Firemen's Retirement System of New Jersey | 55k | $1.7M | 0% | Mar 2026 |
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| Round Hill Asset Management | 55k | $2.4M | -2% | Dec 2025 |
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| Citigroup | 54k | $1.7M | 100% | Mar 2026 |
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| CWM | 54k | $2.3M | 19% | Dec 2025 |
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| Brevan Howard Capital Management | 54k | $1.7M | -5% | Mar 2026 |
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| Wells Fargo & Company | 53k | $1.7M | -1% | Mar 2026 |
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| Treasurer of the State of North Carolina | 53k | $2.3M | -73% | Dec 2025 |
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| Rings Capital Management | 53k | $2.3M | 0% | Dec 2025 |
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| Pathstone Holdings | 52k | $1.6M | 126% | Mar 2026 |
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| Brian McDonald | 52k | $2.2M | -6% | Dec 2025 |
|
| O'shaughnessy Asset Management | 50k | $1.6M | -15% | Mar 2026 |
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| Mutual Of America Capital Management | 49k | $1.5M | -8% | Mar 2026 |
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| Bridgewater Associates | 47k | $1.5M | -90% | Mar 2026 |
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| Engineers Gate Manager | 37k | $1.6M | -88% | Dec 2025 |
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| Schroder Investment Management Group | 28k | $1.2M | -67% | Dec 2025 |
|
| Maverick Capital | 20k | $633k | -83% | Mar 2026 |
|
| Morningstar Investment Management | 17k | $727k | -84% | Dec 2025 |
|
| Goss Wealth Management | 14k | $450k | -74% | Mar 2026 |
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| NewEdge Wealth | 14k | $439k | -98% | Mar 2026 |
|
| Bank of Nova Scotia | 13k | $424k | -89% | Mar 2026 |
|
| Crossmark Global Holdings | 11k | $363k | -92% | Mar 2026 |
|
| American Century Companies | 11k | $489k | -88% | Dec 2025 |
|
| Peak6 | 9.3k | $294k | -84% | Mar 2026 |
|
| Acadian Asset Management | 6.0k | $189k | -92% | Mar 2026 |
|
Who sold out of H&R Block?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Robeco Investment Management | Dec 2025 | 3.1M | $134M |
| Norges Bank Investment Management | Dec 2025 | 1.6M | $69M |
| Jpmorgan Chase & Co | Sep 2025 | 650k | $33M |
| Pacer Advisors | Dec 2025 | 533k | $23M |
| Miller/Howard Investments | Dec 2025 | 371k | $16M |
| DekaBank Deutsche Girozentrale | Dec 2025 | 155k | $8.0M |
| Hrt Financial | Dec 2025 | 146k | $6.3M |
| Brandywine Global Investment Management | Sep 2025 | 122k | $6.1M |
| Ruffer | Dec 2025 | 118k | $5.2M |
| Ibex Wealth Advisors | Dec 2025 | 105k | $4.6M |
| Renaissance Technologies | Sep 2025 | 99k | $5.0M |
| Empowered Funds | Sep 2025 | 70k | $3.5M |
| Stratos Wealth Advisors | Dec 2025 | 60k | $2.6M |
| None | Dec 2025 | 57k | $2.5M |