13F reference period
Q2 2026
Security Snapshot
H&R BLOCK INC - Common Stock, without par value (HRB) Institutional Ownership
CUSIP: 093671105
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
540
Shares (Excl. Options)
127.94M
Full value: 127,938,510 · shares · 30 Jun 2026Price
$38.08
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock, without par value
- Symbol
- HRB on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 127,938,510
- Total 13F value
- $4,873,674,780
- Portfolio coverage rank
- 0.01%
- Share change
- +6,248,035
- Value change
- +$260,927,219
- Number of holders
- 540
- Shares outstanding
- 126,698,366
- SEC-reported price per share
- $40.85
- Insider filing price
- $40.85
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- HRB - H&R BLOCK INC - Common Stock, without par value is tracked under CUSIP 093671105.
- 540 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 484 to 540 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$3.86B
Full value: $3,858,076,115 · USD · 31 Mar 2026.$4.87B
Full value: $4,873,674,780 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 540 institutions filings for Q2 2026.
Security key
093671105
13F reference period
Q2 2026
13F holders
540
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
HRB full holder history
H&R BLOCK INC SEC filings
H&R BLOCK INC company facts
H&R BLOCK INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 093671105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
HRB
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 12% | +9.1% | $634,844,716 | +$6,901,198 | 14,567,341 | +1.1% | FMR LLC | 31 Dec 2025 |
| AQR CAPITAL MANAGEMENT LLC | 7.6% | $380,713,514 | 9,616,406 | AQR Capital Management, LLC | 30 Jun 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2% | $210,280,706 | 6,625,101 | Vanguard Capital Management | 31 Mar 2026 | |||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5% | -14% | $249,851,817 | -$40,389,718 | 6,310,983 | -14% | Vanguard Portfolio Management | 30 Jun 2026 |
As of 30 Jun 2026,
540
institutional investors reported holding
shares of
H&R BLOCK INC - Common Stock, without par value (HRB).
This represents
101%
of the company’s total
outstanding shares.
127.94M
Full value: 127,938,510 · shares · 30 Jun 2026126.7M
Full value: 126,698,366 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
75%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | 16,326,241 | +5.1% | 0.01% | $621,703,253 |
| FMR LLC | 12% | 15,744,303 | +3% | 0.03% | $599,543,049 |
| AQR CAPITAL MANAGEMENT LLC | 7.6% | 9,616,406 | +202% | 0.13% | $366,192,749 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.9% | 6,210,650 | -15% | 0.01% | $236,501,552 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 5,713,146 | +1% | 0% | $217,556,600 |
| STATE STREET CORP | 3.3% | 4,157,916 | +4.1% | 0% | $160,033,526 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3.1% | 3,975,923 | -7.1% | 0.41% | $151,403,129 |
| LAZARD ASSET MANAGEMENT LLC | 2.6% | 3,244,474 | -14% | 0.19% | $123,549,570 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 3,061,311 | -2.4% | 0.01% | $116,596,456 |
| NORTHERN TRUST CORP | 2.3% | 2,934,354 | -2.7% | 0.01% | $111,740,200 |
| DIMENSIONAL FUND ADVISORS LP | 1.8% | 2,272,476 | -1.5% | 0.02% | $86,537,241 |
| MORGAN STANLEY | 1.7% | 2,185,522 | +9.9% | 0% | $83,224,723 |
| FIRST TRUST ADVISORS LP | 1.6% | 2,007,551 | +51% | 0.04% | $76,447,542 |
| GOLDMAN SACHS GROUP INC | 1.5% | 1,922,900 | +78% | 0.01% | $73,224,031 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5% | 1,912,427 | +20% | 0.03% | $72,825,220 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5% | 1,845,107 | +3.6% | 0.01% | $70,261,674 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1.4% | 1,714,217 | +263% | 0.24% | $65,277,383 |
| LSV ASSET MANAGEMENT | 1.3% | 1,591,990 | +3.9% | 0.11% | $60,623,000 |
| Bank of New York Mellon Corp | 1.2% | 1,476,375 | -2.7% | 0.01% | $56,220,362 |
| Ranmore Fund Management Ltd | 1.1% | 1,400,000 | 0% | 5.9% | $53,312,000 |
| NORGES BANK | 0.96% | 1,219,451 | 0% | $46,436,694 | |
| Framtiden Holdings Management Co LLC | 0.9% | 1,140,000 | +133% | 29% | $47,219,200 |
| ROYCE & ASSOCIATES LP | 0.84% | 1,063,355 | +37% | 0.33% | $40,492,558 |
| Invesco Ltd. | 0.77% | 977,704 | -33% | 0% | $37,230,968 |
| UBS Group AG | 0.72% | 908,285 | -2.8% | 0.01% | $34,587,493 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 5,274,776 | $216,860,693 | -$21,924,632 | $40.85 | 157 |
| 2026 Q2 | 127,938,510 | $4,873,674,780 | +$260,927,219 | $38.08 | 540 |
| 2026 Q1 | 121,472,325 | $3,858,076,115 | +$37,471,018 | $31.74 | 484 |
| 2025 Q4 | 117,466,848 | $5,120,599,560 | -$47,617,484 | $43.58 | 503 |
| 2025 Q3 | 117,041,070 | $5,920,141,072 | -$350,103,695 | $50.57 | 537 |
| 2025 Q2 | 123,636,260 | $6,788,514,301 | -$159,412,572 | $54.89 | 559 |
| 2025 Q1 | 126,419,514 | $6,944,038,493 | +$47,668,412 | $54.91 | 557 |
| 2024 Q4 | 126,100,239 | $6,665,674,464 | +$82,092,791 | $52.84 | 546 |
| 2024 Q3 | 123,784,545 | $7,866,058,634 | -$103,895,224 | $63.55 | 537 |
| 2024 Q2 | 126,099,234 | $6,840,184,930 | -$46,216,418 | $54.23 | 494 |
| 2024 Q1 | 126,755,121 | $6,225,303,418 | +$51,578,698 | $49.11 | 473 |
| 2023 Q4 | 125,957,512 | $6,094,419,483 | -$349,070,820 | $48.37 | 463 |
| 2023 Q3 | 132,468,161 | $5,705,280,238 | -$98,753,345 | $43.06 | 406 |
| 2023 Q2 | 134,905,048 | $4,302,979,977 | -$267,863,218 | $31.87 | 390 |
| 2023 Q1 | 143,110,905 | $5,044,701,355 | +$47,647,821 | $35.25 | 417 |
| 2022 Q4 | 143,342,557 | $5,234,720,144 | +$157,578,544 | $36.51 | 447 |
| 2022 Q3 | 137,625,590 | $5,856,599,430 | -$61,204,327 | $42.54 | 446 |
| 2022 Q2 | 138,375,702 | $4,889,230,313 | +$44,958,028 | $35.32 | 422 |
| 2022 Q1 | 139,741,473 | $3,635,293,956 | -$88,488,142 | $26.04 | 367 |
| 2021 Q4 | 143,591,250 | $3,385,412,936 | -$141,721,275 | $23.56 | 374 |
| 2021 Q3 | 149,101,014 | $3,729,146,964 | -$81,451,986 | $25.00 | 381 |
| 2021 Q2 | 152,614,864 | $3,585,018,931 | -$40,633,473 | $23.48 | 378 |
| 2021 Q1 | 154,259,302 | $3,364,260,500 | -$96,403,190 | $21.80 | 359 |
| 2020 Q4 | 160,822,457 | $2,551,245,140 | -$141,483,632 | $15.86 | 353 |
| 2020 Q3 | 170,514,187 | $2,778,720,798 | -$193,747,706 | $16.29 | 361 |