H&R BLOCK INC (HRB) Institutional Ownership Changes & 13F Activity
H&R BLOCK INC (HRB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aqr Capital Management Llc, Citadel Advisors Llc, Invesco Ltd., Goldman Sachs Group Inc, and Squarepoint Ops Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +8,386 | +83.8% | 18,389 | $700.24K | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -297 | -0.3% | 86,433 | $3.29M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -32 | -3.1% | 984 | $37.47K | Q2 2026 | Sep 04, 2026 |
| Cygnus Capital Advisors, Llc | Buy | +48,664 | — | 48,664 | $1.85M | Q2 2026 | Sep 03, 2026 |
| Citadel Advisors Llc | Sell | -2,649,051 | -83.2% | 534,124 | $20.34M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +52 | +247.6% | 73 | $2.78K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +138,295 | +208.8% | 204,524 | $7.79M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -2,339 | -1.6% | 146,872 | $5.59M | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Buy | +116,980 | — | 116,980 | $4.45M | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +92,404 | +238.7% | 131,120 | $4.99M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -82,332 | -38.0% | 134,228 | $5.11M | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Buy | +502 | — | 502 | $19.19K | Q2 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Buy | +15 | — | 15 | $1.00 | Q2 2026 | Aug 18, 2026 |
| Redwood Investment Management, Llc | Buy | +57,857 | — | 57,857 | $2.20M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +37,986 | +37.9% | 138,160 | $5.26M | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Buy | +6,422 | — | 6,422 | $244.55K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -2,049 | -25.8% | 5,890 | $224.28K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -259 | -0.7% | 38,343 | $1.46M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +3 | +17.6% | 20 | $779.00 | Q2 2026 | Aug 17, 2026 |
| Aqr Capital Management Llc | Buy | +6,433,681 | +202.1% | 9,616,406 | $366.19M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +977,704 | — | 977,704 | $37.23M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +841,522 | +77.8% | 1,922,900 | $73.22M | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Sell | -783,841 | -96.9% | 24,921 | $948.99K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -737,374 | -86.3% | 117,217 | $4.46M | Q2 2026 | Aug 14, 2026 |
| Framtiden Holdings Management Co Llc | Buy | +650,000 | +132.7% | 1,140,000 | $47.22M | Q2 2026 | Aug 14, 2026 |
| Lazard Asset Management Llc | Sell | -516,620 | -13.7% | 3,244,474 | $123.55M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -504,197 | -45.5% | 604,025 | $23.00M | Q2 2026 | Aug 14, 2026 |
| Lodge Hill Capital, Llc | Sell | -484,100 | -46.1% | 565,900 | $21.55M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Sell | -420,602 | -37.3% | 708,067 | $26.96M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -390,786 | -38.7% | 617,929 | $23.53M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about HRB activity
Which institutional owners are buying HRB?
Institutional owners buying HRB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HRB activity?
"Buy" means an investor increased their reported position in HRB compared to the prior reporting period. This reflects growing exposure to H&R BLOCK INC (HRB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HRB increasing?
Institutional interest in HRB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related HRB Institutional Insights
- HRB Overview
- HRB 13F Institutional Holders
- HRB Top Institutional Shareholders
- Consumer Cyclical Sector Institutional Ownership
- Consumer Cyclical Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Cyclical Stocks By Institutional Investors
- Most Sold Consumer Cyclical Stocks By Institutional Investors
- HRB Insider Trading & SEC Form 4 Activity
- HRB Articles
- Top Institutional Investor Stock Rankings