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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
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 8 listed it in both
Shares listed
30,356,121
combined, among listed positions
Reported value
$965m
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: 13 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +540,949.

Managers listing HRB in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Fidelity (FMR LLC)15,287,403$485munder 0.1%Added+720,06215 May 2026 (the filing on sec.gov)
Citadel Advisors LLC3,183,175$101munder 0.1%Added+1,584,22715 May 2026 (the filing on sec.gov)
AQR Capital Management LLC3,182,725$100munder 0.1%Trimmed-220,00315 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,594,384$51munder 0.1%Trimmed-200,09714 May 2026 (the filing on sec.gov)
Invesco Ltd1,451,084$46munder 0.1%Added+837,46312 May 2026 (the filing on sec.gov)
Marshall Wace LLP1,136,544$36munder 0.1%Trimmed-39,09115 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,128,669$36munder 0.1%Trimmed-217,05415 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC808,762$26munder 0.1%Added+729,42615 May 2026 (the filing on sec.gov)
Wellington Management Group LLP807,644$26munder 0.1%Trimmed-890,27215 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC414,663$13munder 0.1%Added+96,86215 May 2026 (the filing on sec.gov)
Millennium Management LLC343,642$11munder 0.1%Trimmed-495,62615 May 2026 (the filing on sec.gov)
AllianceBernstein LP206,235$9.0munder 0.1%Trimmed-69,97815 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP151,103$4.8munder 0.1%Added+123,01915 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc148,869$4.7munder 0.1%Trimmed-492,04915 May 2026 (the filing on sec.gov)
Man Group PLC82,338$2.6munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Caxton Associates LLP66,622$2.1munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd56,954$1.8munder 0.1%Trimmed-2,19418 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP53,554$1.7munder 0.1%Trimmed-2,85715 May 2026 (the filing on sec.gov)
Two Sigma Investments LP50,738$1.6munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Bridgewater Associates LP46,529$1.5munder 0.1%Trimmed-409,12615 May 2026 (the filing on sec.gov)
Winton Group Ltd44,000$1.4munder 0.1%Newnew12 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP43,978$1.4munder 0.1%Added+18,74315 May 2026 (the filing on sec.gov)
Walleye Capital LLC22,750$722kunder 0.1%Added+21,11313 May 2026 (the filing on sec.gov)
Maverick Capital Ltd19,943$633kunder 0.1%Trimmed-94,48315 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC17,825$566kunder 0.1%Added+2,87227 Oct 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (4)

Exited (4)

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 →