Company · Ownership research

H&R BLOCK INC HRB

CIK 0000012659 · CUSIP 093671105

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 093671105 (HRB), not CUSIP 093671905 (HRB), CUSIP 093671955 (HRB), and does not merge CUSIPs.

This page lists the top 20 of 491 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock, Inc. CIK 2012383 · View history	$493.20M 15,538,824 shares	0.01%	-292.40K(-1.80%)Reduced	SEC filing ↗ May 13, 2026	▾
02	FMR LLC CIK 315066 · View history	$485.22M 15,287,403 shares	0.03%	+720.06K(+4.90%)Added	SEC filing ↗ May 15, 2026	▾
03	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$230.82M 7,272,325 shares	0.01%	—	SEC filing ↗ May 8, 2026	▾
04	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$179.49M 5,655,035 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
05	FULLER & THALER ASSET MANAGEMENT, INC. CIK 1082327 · View history	$135.86M 4,280,293 shares	0.46%	-5.22K(-0.10%)Reduced	SEC filing ↗ May 14, 2026	▾
06	STATE STREET CORP CIK 93751 · View history	$128.45M 3,994,793 shares	0.00%	+9.63K(+0.20%)Added	SEC filing ↗ May 15, 2026	▾
07	LAZARD ASSET MANAGEMENT LLC CIK 1207017 · View history	$119.38M 3,761,094 shares	0.20%	+1.27M(+50.90%)Added	SEC filing ↗ May 15, 2026	▾
08	CITADEL ADVISORS LLC CIK 1423053 · View history	$101.03M 3,183,175 shares	0.07%	+1.58M(+99.10%)Added	SEC filing ↗ May 15, 2026	▾
09	AQR CAPITAL MANAGEMENT LLC CIK 1167557 · View history	$99.94M 3,182,725 shares	0.05%	-220.00K(-6.50%)Reduced	SEC filing ↗ May 15, 2026	▾
10	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$99.59M 3,137,087 shares	0.01%	+246.65K(+8.50%)Added	SEC filing ↗ May 15, 2026	▾
11	NORTHERN TRUST CORP CIK 73124 · View history	$95.70M 3,015,136 shares	0.01%	+599.48K(+24.80%)Added	SEC filing ↗ May 14, 2026	▾
12	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$73.25M 2,307,766 shares	0.02%	-212.12K(-8.40%)Reduced	SEC filing ↗ May 7, 2026	▾
13	MORGAN STANLEY CIK 895421 · View history	$63.10M 1,988,035 shares	0.00%	+487.08K(+32.50%)Added	SEC filing ↗ May 15, 2026	▾
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$56.55M 1,781,623 shares	0.01%	+204.97K(+13.00%)Added	SEC filing ↗ May 15, 2026	▾
15	Himalaya Capital Management LLC CIK 1709323 · View history	$51.64M 1,626,906 shares	1.61%	+1.63MNew	SEC filing ↗ May 15, 2026	▾
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 1164508 · View history	$50.61M 1,594,384 shares	0.03%	-200.10K(-11.20%)Reduced	SEC filing ↗ May 14, 2026	▾
17	LSV ASSET MANAGEMENT CIK 1050470 · View history	$48.62M 1,531,890 shares	0.10%	-2.56K(-0.20%)Reduced	SEC filing ↗ May 11, 2026	▾
18	Bank of New York Mellon Corp CIK 1390777 · View history	$48.15M 1,516,885 shares	0.01%	+96.93K(+6.80%)Added	SEC filing ↗ May 5, 2026	▾
19	Invesco Ltd. CIK 914208 · Amended · View history	$46.06M 1,451,084 shares	0.00%	+837.46K(+136.50%)Added	SEC filing ↗ May 12, 2026	▾
20	Ranmore Fund Management Ltd CIK 2055400 · View history	$44.44M 1,400,000 shares	5.87%	+452.00K(+47.70%)Added	SEC filing ↗ May 11, 2026	▾

Showing 20 / 491 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

491

Cancelled or null records excluded

Disclosed shares

121,498,136

Not deduplicated across managers

Disclosed value

$3.86B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

H&R BLOCK INC · Q1 2026

Explore all 491 reporting institutions.

This page includes 20 of 491 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.