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H&R BLOCK INC hedge fund holdings

HRBNYSE
$41.68-0.64 (-1.51%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

HRB · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-18.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025158167$489M$679M519Aug 14, 2025
Q3 2025171188$416M$619M506Nov 14, 2025
Q4 2025159203$546M$441M478Feb 14, 2026
Q1 2026225169$520M$455M461May 15, 2026
Q2 2026238141$771M$543M499Aug 14, 2026

Quarterly action breakdown

Q2 2026
499 filers
New position
96
$94.5M+2.48M sh
Increased
142
$677M+17.8M sh
Reduced
84
-$445M-11.7M sh
Out / sold
57
-$98.2M-2.58M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Himalaya Capital Management LLCSell 100%-$51.6M$00.00%Aug 14, 2026
Framtiden Holdings Management Co LLCAdded 132.65%+$26.9M$47.2M28.62%Aug 14, 2026
First Trust Advisors LPAdded 51.10%+$25.9M$76.4M0.05%Aug 11, 2026
Capital Fund Management S.A.Added 185.20%+$18.9M$29.1M0.13%Aug 13, 2026
Lodge Hill Capital, LLCReduce 46.10%-$18.4M$21.5M3.61%Aug 14, 2026
Quantinno Capital Management LPAdded 107.51%+$16.3M$31.5M0.04%Aug 13, 2026
Wellington Management Group LLPReduce 47.82%-$14.7M$16M0.00%Aug 14, 2026
Boston Trust Walden CorpReduce 24.74%-$8.43M$25.7M0.20%Jul 24, 2026
South Dakota Investment CouncilAdded 226.15%+$8.39M$12.1M0.21%Aug 11, 2026
Forum Finance Group S.A.Added 283.33%+$7.43M$10.1M3.62%Aug 14, 2026
Brookstone Capital ManagementNew Buy+$7.33M$7.33M0.07%Jul 15, 2026
Schroder Investment Management GroupAdded 209.47%+$5.34M$7.88M0.01%Aug 13, 2026
Sprott Inc.Added 72.73%+$4.57M$10.9M0.34%Jul 28, 2026
Illinois Municipal Retirement FundSell 100%-$4.36M$00.00%Aug 12, 2026
Kingsview Wealth Management, LLCReduce 38.02%-$3.14M$5.11M0.06%Aug 19, 2026
CANADA LIFE ASSURANCE CoAdded 71.48%+$2.82M$6.77M0.01%Aug 13, 2026
Mitsubishi UFJ Trust & Banking CorpReduce 65.00%-$2.78M$1.5M0.00%Aug 6, 2026
Hotchkis & Wiley Capital Management LLCReduce 21.37%-$2.66M$9.78M0.03%Aug 14, 2026
Neo Ivy Capital ManagementSell 100%-$2.49M$00.00%Aug 14, 2026
RWWM, Inc.Reduce 17.78%-$2.44M$11.3M0.83%Aug 14, 2026
Pacer Advisors, Inc.Added 9.01%+$2.38M$28.8M0.07%Aug 13, 2026
Wbi Investments, LLCNew Buy+$2.29M$2.29M0.57%Aug 11, 2026
LSV Asset ManagementAdded 3.92%+$2.29M$60.6M0.11%Aug 6, 2026
Redwood Investment Management, LLCNew Buy+$2.2M$2.2M0.22%Aug 17, 2026
Campbell & CO Investment Adviser LLCSell 100%-$2.03M$00.00%Aug 3, 2026
Longaeva Partners L.P.New Buy+$2.01M$2.01M0.04%Aug 14, 2026
Convergence Investment Partners, LLCNew Buy+$1.84M$1.84M0.17%Jul 31, 2026
Edgestream Partners, L.P.New Buy+$1.73M$1.73M0.05%Aug 11, 2026
Horizon Investments, LLCAdded 74455.00%+$1.7M$1.7M0.02%Aug 13, 2026
Ensign Peak Advisors, IncAdded 675.29%+$1.7M$1.95M0.00%Aug 14, 2026
Oak Thistle LLCNew Buy+$1.6M$1.6M0.15%Jul 21, 2026
Agf Management LtdReduce 33.74%-$1.54M$3.03M0.01%Aug 10, 2026
Cambria Investment Management, L.P.Reduce 13.74%-$1.54M$9.68M0.48%Aug 14, 2026
Seizert Capital Partners, LLCAdded 38.20%+$1.54M$5.58M0.23%Aug 5, 2026
Qsemble Capital Management, LPAdded 70.18%+$1.53M$3.7M0.47%Aug 3, 2026
Round Hill Asset ManagementAdded 59.03%+$1.5M$4.05M2.54%Aug 12, 2026
Ethic Inc.New Buy+$1.46M$1.46M0.02%Jul 29, 2026
Empowered Funds, LLCAdded 37.92%+$1.45M$5.26M0.03%Aug 17, 2026
Bridgewater Associates, LPReduce 81.18%-$1.44M$334K0.00%Aug 14, 2026
Kennondale Capital Management LLCReduce 35.88%-$1.43M$2.55M1.70%Aug 11, 2026
Grantham, Mayo, Van Otterloo & Co. LLCAdded 15.70%+$1.4M$10.3M0.02%Aug 13, 2026
Fox Run Management, L.L.C.Sell 100%-$1.33M$00.00%Aug 4, 2026
Point Nemo Capital, LLCNew Buy+$1.33M$1.33M0.67%Aug 7, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 1428.77%+$1.32M$1.41M0.00%Aug 13, 2026
Mutual Advisors, LLCSell 100%-$1.23M$00.00%Aug 14, 2026
State of New Jersey Common Pension Fund DReduce 40.84%-$1.13M$1.64M0.01%Aug 4, 2026
Tectonic Advisors LLCAdded 11.43%+$1.1M$10.7M0.51%Jul 15, 2026
Robeco Institutional Asset Management B.V.Added 10.97%+$1.06M$10.8M0.01%Jul 21, 2026
Eschler Asset Management LLPNew Buy+$1.03M$1.03M1.83%Aug 14, 2026
Elo Mutual Pension Insurance CoAdded 26.37%+$964K$4.62M0.06%Aug 13, 2026
Retirement Systems of AlabamaReduce 15.63%-$925K$4.99M0.02%Jul 28, 2026
QVIDTVM Management LLCReduce 96.37%-$853K$32.1K0.04%Aug 13, 2026
Vest Financial, LLCAdded 34.65%+$819K$3.18M0.03%Jul 24, 2026
Lighthouse Investment Partners, LLCReduce 53.03%-$806K$714K0.02%Aug 14, 2026
Quinn Opportunity Partners LLCAdded 200.00%+$762K$1.14M0.05%Aug 14, 2026
SummitTX Capital, L.P.Added 24.92%+$707K$3.54M0.09%Aug 14, 2026
LGT Group FoundationReduce 44.49%-$679K$848K0.01%Aug 10, 2026
Lido Advisors, LLCNew Buy+$654K$654K0.00%Aug 7, 2026
Bull Harbor Capital LLCNew Buy+$637K$637K0.12%Aug 10, 2026
Maverick Capital LtdSell 100%-$633K$00.00%Aug 14, 2026
Archer Investment CorpAdded 100.00%+$621K$1.24M0.12%Aug 19, 2026
Capital Financial Group Inc\co\New Buy+$612K$612K0.32%Aug 7, 2026
Summit Trail Advisors, LLCAdded 41.00%+$553K$1.9M0.02%Aug 11, 2026
denkapparat Operations GmbHAdded 146.78%+$547K$920K0.30%Aug 6, 2026
Ascent Group, LLCNew Buy+$545K$545K0.02%Aug 3, 2026
D.A. Davidson & Co.New Buy+$477K$477K0.00%Jul 24, 2026
Kendall Capital ManagementReduce 18.98%-$473K$2.02M0.34%Aug 12, 2026
Aviva PLCNew Buy+$453K$453K0.00%Aug 13, 2026
AlphaGrep UK LtdSell 100%-$450K$00.00%Aug 14, 2026
Aster Capital Management (DIFC) LtdSell 100%-$447K$00.00%Aug 14, 2026
Krilogy Financial LLCNew Buy+$444K$444K0.01%Jul 27, 2026
OMERS ADMINISTRATION CorpNew Buy+$442K$442K0.00%Aug 13, 2026
NorthCrest Asset Manangement, LLCNew Buy+$438K$438K0.01%Jul 15, 2026
Frec Markets, Inc.New Buy+$428K$428K0.04%Aug 13, 2026
Nomura Asset Management International Inc.Reduce 17.56%-$427K$2.01M0.00%Aug 14, 2026
Frank, Rimerman Advisors LLCNew Buy+$426K$426K0.02%Jul 27, 2026
Inlet Private Wealth, LLCAdded 10.80%+$423K$4.34M1.05%Aug 7, 2026
West Family Investments, Inc.New Buy+$416K$416K0.12%Aug 10, 2026
FIL LtdSell 100%-$408K$00.00%Aug 13, 2026
Burns Matteson Capital Management, LLCSell 100%-$402K$00.00%Jul 17, 2026
Baker Avenue Asset Management, LPNew Buy+$394K$394K0.01%Jul 28, 2026
Syon Capital LLCNew Buy+$382K$382K0.02%Aug 14, 2026
Arkadios Wealth AdvisorsNew Buy+$381K$381K0.01%Aug 10, 2026
Freestone Grove Partners LPReduce 22.45%-$376K$1.3M0.01%Aug 14, 2026
Convergence Financial, LLCSell 100%-$366K$00.00%Aug 5, 2026
Alps Advisors IncReduce 2.54%-$357K$13.7M0.06%Jul 29, 2026
Tidal Investments LLCReduce 17.83%-$343K$1.58M0.00%Aug 13, 2026
Evolve Private Wealth, LLCNew Buy+$343K$343K0.02%Aug 12, 2026
Diversified Trust CoNew Buy+$339K$339K0.01%Jul 17, 2026
IMC-Chicago, LLCSell 100%-$332K$00.00%Aug 6, 2026
Blueshift Asset Management, LLCReduce 57.16%-$331K$248K0.06%Aug 14, 2026
FCG Investment CoNew Buy+$331K$331K0.11%Jul 13, 2026
Barnett & Company, Inc.Sell 100%-$331K$00.00%Aug 12, 2026
Vise Technologies, Inc.Sell 100%-$329K$00.00%Aug 11, 2026
Waddell & Associates, LLCNew Buy+$321K$321K0.02%Jul 15, 2026
Vestcor IncSell 100%-$320K$00.00%Aug 11, 2026
Jackson Thornton Wealth Management, LLCNew Buy+$314K$314K0.02%Aug 6, 2026
iSAM Funds (UK) LtdSell 100%-$314K$00.00%Aug 12, 2026
Bayforest Capital LtdNew Buy+$309K$309K0.29%Aug 5, 2026
Kera Capital Partners, Inc.New Buy+$307K$307K0.03%Aug 14, 2026

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