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HRB in the 13F filings

Block H & R Inc · CUSIP 093671105

Sector · Consumer discretionary
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 5 listed it in both
Shares listed
31,997,430
combined, among listed positions
Reported value
$1.2bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 10 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,641,309.

Managers listing HRB in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Fidelity (FMR LLC)15,744,303$600munder 0.1%Added+456,90013 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC9,616,406$366m0.13%Added+6,433,68114 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,912,427$73munder 0.1%Added+318,04313 Aug 2026 (the filing on sec.gov)
Invesco Ltd977,704$37munder 0.1%Trimmed-473,38014 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.708,067$27munder 0.1%Trimmed-420,60214 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC534,124$20munder 0.1%Trimmed-2,649,0512 Sep 2026 (the filing on sec.gov)
Wellington Management Group LLP421,459$16munder 0.1%Trimmed-386,18514 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC336,833$13munder 0.1%Trimmed-77,83014 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd329,673$13munder 0.1%Added+272,71914 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP301,186$11munder 0.1%Added+250,44814 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP273,121$8.7munder 0.1%Added+66,88614 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP176,836$6.7munder 0.1%Trimmed-959,70813 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc143,770$5.5munder 0.1%Trimmed-5,09914 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC109,003$4.1munder 0.1%Added+103,01513 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP88,515$3.4munder 0.1%Added+34,96114 Aug 2026 (the filing on sec.gov)
Caxton Associates LLP67,633$2.6munder 0.1%Added+1,01114 Aug 2026 (the filing on sec.gov)
Millennium Management LLC63,187$2.4munder 0.1%Trimmed-280,45514 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP38,927$1.5munder 0.1%Trimmed-112,17614 Aug 2026 (the filing on sec.gov)
Man Group PLC34,551$1.3munder 0.1%Trimmed-47,78714 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP34,107$1.3munder 0.1%Trimmed-9,87114 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC33,418$1.3munder 0.1%Added+15,59327 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC24,921$949kunder 0.1%Trimmed-783,84114 Aug 2026 (the filing on sec.gov)
Winton Group Ltd18,500$704kunder 0.1%Trimmed-25,5007 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP8,759$334kunder 0.1%Trimmed-37,77014 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HRB by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201314$2.0bnn.a.n.a.
Q3 201313$1.9bnn.a.n.a.
Q4 201313$2.0bnn.a.n.a.
Q1 201416$2.1bnn.a.n.a.
Q2 201417$2.1bnn.a.n.a.
Q3 201417$1.8bnn.a.n.a.
Q4 201411$1.6bnn.a.n.a.
Q1 20159$1.4bnn.a.n.a.
Q2 201517$1.1bnn.a.n.a.
Q3 201517$1.4bnn.a.n.a.
Q4 20158$805mn.a.n.a.
Q1 20169$676mn.a.n.a.
Q2 201610$777mn.a.n.a.
Q3 20166$698mn.a.n.a.
Q4 20167$339mn.a.n.a.
Q1 201714$490mn.a.n.a.
Q2 201716$582mn.a.n.a.
Q3 20177$434mn.a.n.a.
Q4 201710$445mn.a.n.a.
Q1 201810$416mn.a.n.a.
Q2 201813$383mn.a.n.a.
Q3 201810$369mn.a.n.a.
Q4 201811$532mn.a.n.a.
Q1 201911$496mn.a.n.a.
Q2 201914$652mn.a.n.a.
Q3 201910$495mn.a.n.a.
Q4 201914$526mn.a.n.a.
Q1 20207$250mn.a.n.a.
Q2 20207$184mn.a.n.a.
Q3 202012$354mn.a.n.a.
Q4 202010$254mn.a.n.a.
Q1 20218$211mn.a.n.a.
Q2 20216$144mn.a.n.a.
Q3 20216$130mn.a.n.a.
Q4 20214$93mn.a.n.a.
Q1 20225$76mn.a.n.a.
Q2 202211$828mn.a.n.a.
Q3 202212$1.3bnn.a.n.a.
Q4 202213$1.3bnn.a.n.a.
Q1 202311$1.3bnn.a.n.a.
Q2 202310$1.1bnn.a.n.a.
Q3 202310$1.5bnn.a.n.a.
Q4 20239$1.5bn37
Q1 202410$1.5bn64
Q2 20247$1.6bn35
Q3 202410$1.7bn65
Q4 20247$1.0bn45
Q1 202514$1.4bn123
Q2 202510$1.3bn83
Q3 202510$1.1bn82
Q4 20258$940m1816
Q1 20266$92m1317
Q2 20265$1.0bn1016

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

HRB and AMZN →HRB and TSLA →HRB and HD →Choose a stock to compare with HRB →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own HRB, latest filings →Back to the 13F Explorer →