13F Insight
DOSSIER · 13F Holders · Q1 2026Consumer Cyclical · Services-Personal ServicesMega-capCrowded
HRB

BLOCK H & R INC

523 institutions still hold BLOCK H & R INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 093671105·Services-Personal Services·523 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.5%
vs prior quarter
13F value held
$2.6B
69.0% inst. owned
of float
Holders
523
+123 QoQ
filers reporting
Activity
+8 / −86
+922 added · −883 reduced
this quarter
Concentration
18.66%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

523 institutions reported HRB in Q1 2026. BlackRock, Inc. leads at 18.7% of the visible book. +123 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$493M15.5M0.01%Q1 202602
FMR LLC
CIK 0000315066
$485M15.3M0.03%Q1 202603
Vanguard Portfolio Management
CIK 0002100121· Index
$231M7.3M0.01%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$179M5.7M0.00%Q1 202605
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$136M4.3M0.46%Q1 202606
STATE STREET CORP
CIK 0000093751
$128M4.0M0.00%Q1 202607
LAZARD ASSET MANAGEMENT LLC
CIK 0001207017
$119M3.8M0.20%Q1 202608
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$100M3.2M0.05%Q1 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$100M3.1M0.01%Q1 202610
NORTHERN TRUST CORP
CIK 0000073124· Index
$96M3.0M0.01%Q1 202611
CITADEL ADVISORS LLC
CIK 0001423053
$75M1.7M0.01%Q4 202512
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$73M2.3M0.02%Q1 202613
MORGAN STANLEY
CIK 0000895421
$63M2.0M0.00%Q1 202614
D. E. Shaw & Co., Inc.
CIK 0001009207
$61M1.4M0.03%Q4 202515
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$57M1.8M0.01%Q1 202616
Himalaya Capital Management LLC
CIK 0001709323
$52M1.6M1.61%Q1 202617
MARSHALL WACE, LLP
CIK 0001318757
$51M1.2M0.05%Q4 202518
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$51M1.6M0.03%Q1 202619
Bank of New York Mellon Corp
CIK 0001390777
$48M1.5M0.01%Q1 202620
Invesco Ltd.
CIK 0000914208
$46M1.5M0.01%Q1 2026
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