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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+8,386+83.8%18,389$700.24KQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheSell-297-0.3%86,433$3.29MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-32-3.1%984$37.47KQ2 2026Sep 04, 2026
Cygnus Capital Advisors, LlcBuy+48,66448,664$1.85MQ2 2026Sep 03, 2026
Citadel Advisors LlcSell-2,649,051-83.2%534,124$20.34MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+52+247.6%73$2.78KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+138,295+208.8%204,524$7.79MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-2,339-1.6%146,872$5.59MQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+116,980116,980$4.45MQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+92,404+238.7%131,120$4.99MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-82,332-38.0%134,228$5.11MQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+502502$19.19KQ2 2026Aug 18, 2026
Pin Oak Investment Advisors IncBuy+1515$1.00Q2 2026Aug 18, 2026
Redwood Investment Management, LlcBuy+57,85757,857$2.20MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+37,986+37.9%138,160$5.26MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+6,4226,422$244.55KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-2,049-25.8%5,890$224.28KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-259-0.7%38,343$1.46MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+3+17.6%20$779.00Q2 2026Aug 17, 2026
Aqr Capital Management LlcBuy+6,433,681+202.1%9,616,406$366.19MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+977,704977,704$37.23MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+841,522+77.8%1,922,900$73.22MQ2 2026Aug 14, 2026
Squarepoint Ops LlcSell-783,841-96.9%24,921$948.99KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-737,374-86.3%117,217$4.46MQ2 2026Aug 14, 2026
Framtiden Holdings Management Co LlcBuy+650,000+132.7%1,140,000$47.22MQ2 2026Aug 14, 2026
Lazard Asset Management LlcSell-516,620-13.7%3,244,474$123.55MQ2 2026Aug 14, 2026
Barclays PlcSell-504,197-45.5%604,025$23.00MQ2 2026Aug 14, 2026
Lodge Hill Capital, LlcSell-484,100-46.1%565,900$21.55MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-420,602-37.3%708,067$26.96MQ2 2026Aug 14, 2026
Bank Of America CorpSell-390,786-38.7%617,929$23.53MQ2 2026Aug 14, 2026
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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.