DaveManuel.com · Institutional Ownership · Who Owns It
BLOCK H & R INC (HRB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
553
Reporting holders
$4.9B
Reported value
103.9%
Of shares outstanding
0.6%
Calls
0.6%
Puts
+57
Holder change
Institutions report 128,095,964 shares against 123,265,922 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $621.7M | 16,326,241 | 0.01% | 8q | +5.1%+$30.0M |
| FMR LLC | $599.5M | 15,744,303 | 0.03% | 31q | +3.0%+$17.4M |
| AQR CAPITAL MANAGEMENT LLC | $366.2M | 9,616,406 | 0.13% | 31q | +202.1%+$245.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $236.5M | 6,210,650 | 0.01% | 2q | -14.6%-$40.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $217.6M | 5,713,146 | 0.00% | 2q | +1.0%+$2.2M |
| STATE STREET CORP | $160.0M | 4,157,916 | 0.00% | 31q | +4.1%+$6.3M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $151.4M | 3,975,923 | 0.41% | 24q | -7.1%-$11.6M |
| LAZARD ASSET MANAGEMENT LLC | $123.5M | 3,244,474 | 0.19% | 41q | -13.7%-$19.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $116.6M | 3,061,311 | 0.01% | 31q | -2.4%-$2.9M |
| NORTHERN TRUST CORP | $111.7M | 2,934,354 | 0.01% | 31q | -2.7%-$3.1M |
| DIMENSIONAL FUND ADVISORS LP | $86.5M | 2,272,476 | 0.02% | 31q | -1.5%-$1.3M |
| MORGAN STANLEY | $83.2M | 2,185,522 | 0.00% | 35q | +9.9%+$7.5M |
| FIRST TRUST ADVISORS LP | $76.4M | 2,007,551 | 0.04% | 31q | +51.1%+$25.9M |
| GOLDMAN SACHS GROUP INC | $73.2M | 1,922,900 | 0.01% | 31q | +77.8%+$32.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72.8M | 1,912,427 | 0.03% | 17q | +19.9%+$12.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $70.3M | 1,845,107 | 0.01% | 31q | +3.6%+$2.4M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $65.3M | 1,714,217 | 0.24% | 3q | +263.5%+$47.3M |
| LSV ASSET MANAGEMENT | $60.6M | 1,591,990 | 0.11% | 31q | +3.9%+$2.3M |
| Bank of New York Mellon Corp | $56.2M | 1,476,375 | 0.01% | 31q | -2.7%-$1.5M |
| Ranmore Fund Management Ltd | $53.3M | 1,400,000 | 5.90% | 3q | HELD |
| Framtiden Holdings Management Co LLC | $47.2M | 1,140,000 | 28.62% | 3q | +132.7%+$26.9M |
| NORGES BANK | $46.4M | 1,219,451 | 0.00% | 32q | -23.5%-$14.2M |
| ROYCE & ASSOCIATES LP | $40.5M | 1,063,355 | 0.33% | 20q | +36.9%+$10.9M |
| Invesco Ltd. | $37.2M | 977,704 | 0.00% | 31q | -32.6%-$18.0M |
| UBS Group AG | $34.6M | 908,285 | 0.00% | 31q | -2.8%-$1.0M |
| Quantinno Capital Management LP | $31.5M | 826,467 | 0.04% | 13q | +107.5%+$16.3M |
| VANGUARD FIDUCIARY TRUST CO | $30.6M | 804,290 | 0.01% | 2q | +2.0%+$593.3K |
| CAPITAL FUND MANAGEMENT S.A. | $30.1M incl. $940.6K options CALL+PUT | 765,437 | 0.13% | 16q | +185.2%+$19.5M |
| D. E. Shaw & Co., Inc. | $29.0M incl. $2.0M options CALL+PUT | 708,067 | 0.01% | 31q | -37.3%-$17.2M |
| Pacer Advisors, Inc. | $28.8M | 755,162 | 0.07% | 17q | +9.0%+$2.4M |
| ROYAL BANK OF CANADA | $28.7M | 752,508 | 0.00% | 31q | +75.8%+$12.4M |
| CITADEL ADVISORS LLC | $27.3M incl. $7.0M options CALL+PUT | 534,124 | 0.00% | 31q | -83.2%-$135.5M |
| Prevatt Capital Ltd | $27.0M | 710,000 | 5.86% | 11q | HELD |
| SEI INVESTMENTS CO | $26.4M | 694,524 | 0.02% | 31q | +30.4%+$6.2M |
| Boston Trust Walden Corp | $25.7M | 673,795 | 0.20% | 7q | -24.7%-$8.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.9M incl. $22.5M options CALL+PUT | 38,927 | 0.00% | 31q | -74.2%-$69.0M |
| PANAGORA ASSET MANAGEMENT INC | $23.9M | 626,434 | 0.07% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $23.5M | 617,929 | 0.00% | 31q | -38.7%-$14.9M |
| BARCLAYS PLC | $23.0M | 604,025 | 0.00% | 31q | -45.5%-$19.2M |
| JPMORGAN CHASE & CO | $21.6M incl. $76.4K options CALL | 556,757 | 0.00% | 31q | -1.7%-$374.1K |
| Lodge Hill Capital, LLC | $21.5M | 565,900 | 3.61% | 3q | -46.1%-$18.4M |
| CANADA PENSION PLAN INVESTMENT BOARD | $19.2M | 505,000 | 0.01% | 6q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $16.0M | 421,459 | 0.00% | 22q | -47.8%-$14.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $15.7M | 411,812 | 0.00% | 31q | +5.0%+$743.8K |
| Nuveen, LLC | $15.3M | 401,261 | 0.00% | 6q | -1.6%-$252.2K |
| AMERIPRISE FINANCIAL INC | $14.0M | 368,323 | 0.00% | 31q | +6.6%+$871.3K |
| ALPS ADVISORS INC | $13.7M | 360,246 | 0.06% | 17q | -2.5%-$356.8K |
| Swedbank AB | $13.2M | 345,643 | 0.01% | 21q | HELD |
| RHUMBLINE ADVISERS | $12.9M | 339,250 | 0.01% | 31q | -10.3%-$1.5M |
| Balyasny Asset Management L.P. | $12.8M | 336,833 | 0.02% | 3q | -18.8%-$3.0M |
| Jupiter Topco LLC | $12.6M | 329,673 | 0.01% | new | FIRST |
| South Dakota Investment Council | $12.1M | 317,883 | 0.21% | 22q | +226.2%+$8.4M |
| MACKENZIE FINANCIAL CORP | $11.7M | 308,367 | 0.01% | 17q | +3514.2%+$11.4M |
| Cerity Partners LLC | $11.5M | 302,752 | 0.01% | 15q | +116.0%+$6.2M |
| TWO SIGMA INVESTMENTS, LP | $11.5M | 301,186 | 0.01% | 11q | +493.6%+$9.5M |
| RWWM, INC. | $11.3M | 296,272 | 0.83% | 2q | -17.8%-$2.4M |
| Mariner, LLC | $11.2M | 293,120 | 0.01% | 22q | +550.6%+$9.4M |
| PRINCIPAL FINANCIAL GROUP INC | $11.0M | 287,666 | 0.01% | 31q | +1.5%+$160.6K |
| SPROTT INC. | $10.9M | 285,000 | 0.34% | 3q | +72.7%+$4.6M |
| Robeco Institutional Asset Management B.V. | $10.8M | 282,804 | 0.01% | 2q | +11.0%+$1.1M |
| TECTONIC ADVISORS LLC | $10.7M | 280,725 | 0.51% | 20q | +11.4%+$1.1M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $10.3M | 271,197 | 0.02% | 15q | +15.7%+$1.4M |
| ALGERT GLOBAL LLC | $10.1M | 265,980 | 0.12% | new | NEW |
| Forum Finance Group S.A. | $10.1M | 326,888 | 3.62% | 2q | +283.3%+$7.4M |
| Sound Income Strategies, LLC | $10.0M | 261,903 | 0.45% | 31q | +0.8%+$75.5K |
| California Public Employees Retirement System | $9.9M | 258,863 | 0.01% | 31q | -12.7%-$1.4M |
| Creative Planning | $9.8M | 257,760 | 0.01% | 29q | +102.1%+$5.0M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $9.8M | 256,840 | 0.03% | 2q | -21.4%-$2.7M |
| Swiss National Bank | $9.7M | 254,400 | 0.01% | 31q | +1.7%+$163.7K |
| Cambria Investment Management, L.P. | $9.7M | 254,284 | 0.48% | 9q | -13.7%-$1.5M |
| VICTORY CAPITAL MANAGEMENT INC | $9.6M | 252,830 | 0.01% | 31q | +12.3%+$1.1M |
| Assenagon Asset Management S.A. | $8.9M | 233,960 | 0.01% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $8.7M | 273,121 | 0.00% | 31q | +32.4%+$2.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7.9M | 206,260 | 0.01% | 31q | +209.5%+$5.3M |
| Corient Private Wealth LP | $7.8M | 204,524 | 0.01% | 15q | +208.8%+$5.3M |
| Brookstone Capital Management | $7.3M | 192,545 | 0.07% | new | NEW |
| Legal & General Group Plc | $6.9M | 182,210 | 0.00% | 31q | HELD |
| IMC-Chicago, LLC | $6.9M CALL+PUT | options only | 0.00% | 16q | OPTIONS |
| CANADA LIFE ASSURANCE Co | $6.8M | 177,891 | 0.01% | 29q | +71.5%+$2.8M |
| MARSHALL WACE, LLP | $6.7M | 176,836 | 0.01% | 6q | -84.4%-$36.5M |
| Engineers Gate Manager LP | $6.5M | 171,857 | 0.08% | 6q | +909.3%+$5.9M |
| FRANKLIN RESOURCES INC | $6.5M | 170,134 | 0.00% | 31q | +60.2%+$2.4M |
| IEQ CAPITAL, LLC | $6.3M | 165,056 | 0.03% | 2q | +2440.1%+$6.0M |
| Midwest Trust Co | $6.2M | 163,659 | 0.07% | 5q | -2.1%-$132.5K |
| Trexquant Investment LP | $6.1M | 160,540 | 0.04% | 2q | +96.3%+$3.0M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.6M | 146,872 | 0.01% | 31q | -1.6%-$89.1K |
| SEIZERT CAPITAL PARTNERS, LLC | $5.6M | 146,440 | 0.23% | 4q | +38.2%+$1.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $5.5M | 143,770 | 0.00% | 31q | -3.4%-$194.2K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $5.3M | 139,549 | 0.01% | 31q | +0.9%+$47.3K |
| Empowered Funds, LLC | $5.3M | 138,160 | 0.03% | 2q | +37.9%+$1.4M |
| Kingsview Wealth Management, LLC | $5.1M | 134,228 | 0.06% | 24q | -38.0%-$3.1M |
| Connor, Clark & Lunn Investment Management Ltd. | $5.1M | 134,150 | 0.01% | new | NEW |
| Vanguard Global Advisers, LLC | $5.1M | 132,793 | 0.00% | 2q | +44.7%+$1.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $5.0M | 131,120 | 0.01% | 7q | +238.7%+$3.5M |
| Retirement Systems of Alabama | $5.0M | 131,106 | 0.02% | 31q | -15.6%-$925.1K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4.8M | 126,289 | 0.01% | 31q | -1.7%-$84.9K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $4.8M | 125,951 | 0.31% | 6q | -10.7%-$577.2K |
| CITIGROUP INC | $4.8M | 125,943 | 0.00% | 31q | +133.0%+$2.7M |
| CRAWFORD INVESTMENT COUNSEL INC | $4.7M | 123,450 | 0.08% | 21q | +0.8%+$36.3K |
| Elo Mutual Pension Insurance Co | $4.6M | 121,359 | 0.06% | 7q | +26.4%+$964.4K |
Showing the largest 100 of 553 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-14 | 2026-08-12 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-30 | Darling Mark J. | Chief Retail Officer | Sold | 2,700 | $109.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 162 | $210.2M | 5,111,114 | 35 | 60 | 32 | 0.0% |
| Q2 2026 | 553 | $4.9B | 128,095,964 | 122 | 193 | 139 | 1.1% |
| Q1 2026 | 496 | $3.9B | 121,498,136 | 78 | 205 | 138 | 1.0% |
| Q4 2025 | 512 | $5.3B | 122,047,699 | 56 | 151 | 192 | 0.5% |
| Q3 2025 | 547 | $6.0B | 120,091,887 | 81 | 159 | 184 | 0.4% |
| Q2 2025 | 570 | $6.9B | 125,154,993 | 55 | 181 | 195 | 0.5% |
| Q1 2025 | 569 | $7.1B | 128,885,195 | 76 | 172 | 204 | 0.6% |
| Q4 2024 | 554 | $6.8B | 126,634,158 | 62 | 201 | 154 | 1.1% |
| Q3 2024 | 549 | $8.1B | 125,343,848 | 91 | 160 | 171 | 1.5% |
| Q2 2024 | 501 | $7.0B | 127,079,838 | 69 | 156 | 159 | 1.2% |
| Q1 2024 | 490 | $6.6B | 131,096,101 | 62 | 141 | 166 | 2.0% |
| Q4 2023 | 476 | $6.3B | 128,001,680 | 78 | 120 | 159 | 1.4% |
| Q3 2023 | 421 | $5.8B | 132,837,359 | 65 | 117 | 135 | 2.0% |
| Q2 2023 | 406 | $4.4B | 135,382,011 | 47 | 116 | 159 | 1.5% |
| Q1 2023 | 429 | $6.0B | 166,909,839 | 48 | 130 | 163 | 1.8% |
| Q4 2022 | 461 | $5.4B | 143,491,504 | 56 | 135 | 167 | 2.6% |
| Q3 2022 | 448 | $12.5B | 289,592,399 | 68 | 121 | 174 | 1.6% |
| Q2 2022 | 423 | $6.8B | 189,291,759 | 105 | 107 | 141 | 2.1% |
| Q1 2022 | 373 | $4.5B | 169,253,599 | 49 | 97 | 136 | 0.6% |
| Q4 2021 | 386 | $5.5B | 232,080,621 | 32 | 118 | 129 | 1.1% |
| Q3 2021 | 391 | $5.7B | 225,008,934 | 52 | 101 | 133 | 1.1% |
| Q2 2021 | 389 | $5.4B | 228,499,950 | 63 | 92 | 145 | 1.2% |
| Q1 2021 | 367 | $5.1B | 230,386,806 | 59 | 93 | 130 | 1.4% |
| Q4 2020 | 361 | $4.1B | 254,214,815 | 50 | 96 | 146 | 1.4% |
| Q3 2020 | 368 | $4.7B | 283,155,287 | 59 | 116 | 135 | 0.9% |
| Q2 2020 | 379 | $5.7B | 395,550,700 | 61 | 115 | 140 | 0.6% |
| Q1 2020 | 376 | $8.6B | 610,422,705 | 42 | 120 | 143 | 0.2% |
| Q4 2019 | 435 | $16.6B | 704,464,504 | 56 | 113 | 165 | 0.2% |
| Q3 2019 | 430 | $23.2B | 982,082,032 | 49 | 134 | 157 | 0.1% |
| Q2 2019 | 446 | $13.0B | 404,746,037 | 61 | 138 | 157 | 0.5% |
| Q1 2019 | 449 | $13.1B | 545,751,306 | 49 | 170 | 133 | 0.4% |
| Q4 2018 | 462 | $16.0B | 627,063,904 | 9 | 10 | 8 | 0.8% |