13FBOX
BLOCK H & R INC · 13F Institutional Holdings
Options Calculator Rankings
B

BLOCK H & R INC

HRB
Institutions
540
Combined AUM (Q2 2026)
$4.92B
Combined Shares (Q2 2026)
129.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+21.7M
322 · 125 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-16.3M
213 · 72 Exit · ≈
⚖️ Net
+5.4M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.92B
Institutions
540
New Buys
125
Adds
197
Reduces
141
Exits
72
Unchanged
77
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#215$621.7M16.3M$493.2M15.5M+787,417+5.07%Add
FMR LLC
0.03%0.03%#121$599.5M15.7M$485.2M15.3M+456,900+2.99%Add
AQR CAPITAL MANAGEMENT LLC
0.13%0.05%#54$366.2M9.6M$99.9M3.2M+6.4M+202.14%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#199$236.5M6.2M$230.8M7.3M-1.1M-14.60%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#286$217.6M5.7M$179.5M5.7M+58,111+1.03%Add
STATE STREET CORP
<0.01%<0.01%#285$160.0M4.2M$128.5M4.0M+163,123+4.08%Add
FULLER & THALER ASSET MANAGEMENT, INC.
0.41%0.46%#25$151.4M4.0M$135.9M4.3M-304,370-7.11%Reduce
LAZARD ASSET MANAGEMENT LLC
0.18%0.2%#45$123.5M3.2M$119.4M3.8M-516,620-13.74%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#248$116.6M3.1M$99.6M3.1M-75,776-2.42%Reduce
NORTHERN TRUST CORP
0.01%0.01%#182$111.7M2.9M$95.7M3.0M-80,782-2.68%Reduce
DIMENSIONAL FUND ADVISORS LP
0.02%0.02%#164$86.5M2.3M$73.2M2.3M-35,290-1.53%Reduce
MORGAN STANLEY
<0.01%0.01%#294$83.2M2.2M$92.5M1.8M+356,693+19.50%Add
FIRST TRUST ADVISORS LP
0.04%0.03%#97$76.4M2.0M$42.2M1.3M+678,967+51.10%Add
GOLDMAN SACHS GROUP INC
0.01%<0.01%#244$73.2M1.9M$34.3M1.1M+841,522+77.82%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.03%0.03%#110$72.8M1.9M$50.6M1.6M+318,043+19.95%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#213$70.3M1.8M$56.5M1.8M+63,484+3.56%Add
LOS ANGELES CAPITAL MANAGEMENT LLC
0.24%0.06%#37$65.3M1.7M$15.0M471,614+1.2M+263.48%Add
LSV ASSET MANAGEMENT
0.11%0.1%#63$60.6M1.6M$48.6M1.5M+60,100+3.92%Add
Bank of New York Mellon Corp
0.01%0.01%#214$56.2M1.5M$48.1M1.5M-40,510-2.67%Reduce
Ranmore Fund Management Ltd
5.9%5.87%#2$53.3M1.4M$44.4M1.4M00.00%Unchanged
Framtiden Holdings Management Co LLC
28.62%15.23%#1$47.2M1.1M$15.6M490,000+650,000+132.65%Add
NORGES BANK
<0.01%0.01%#287$46.4M1.2M$61.5M1.1M+100,036+8.94%Add
ROYCE & ASSOCIATES LP
0.33%0.24%#29$40.5M1.1M$24.7M776,716+286,639+36.90%Add
Invesco Ltd.
<0.01%0.01%#327$37.2M977,704$46.1M1.5M-473,380-32.62%Reduce
UBS Group AG
<0.01%<0.01%#295$34.6M908,285$29.7M934,695-26,410-2.83%Reduce
Quantinno Capital Management LP
0.04%0.02%#106$31.5M826,467$12.6M398,279+428,188+107.51%Add
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#238$30.6M804,290$25.0M788,710+15,580+1.98%Add
CAPITAL FUND MANAGEMENT S.A.
0.13%0.04%#53$30.1M790,137$9.6M300,990+489,147+162.51%Add
D. E. Shaw & Co., Inc.
0.01%0.02%#177$29.0M761,467$37.9M1.2M-432,002-36.20%Reduce
Pacer Advisors, Inc.
0.09%0.07%#72$28.8M755,162$22.0M692,760+62,402+9.01%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#299$28.7M752,508$13.6M428,112+324,396+75.77%Add
CITADEL ADVISORS LLC
<0.01%0.02%#321$27.3M717,424$104.3M3.3M-2.6M-78.18%Reduce
Prevatt Capital Ltd
5.86%6.07%#3$27.0M710,000$22.5M710,00000.00%Unchanged
SEI INVESTMENTS CO
0.02%0.02%#132$26.4M694,524$16.9M532,705+161,819+30.38%Add
Boston Trust Walden Corp
0.2%0.23%#42$25.7M673,795$28.4M895,236-221,441-24.74%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#378$23.9M628,627$14.3M451,703+176,924+39.17%Add
PANAGORA ASSET MANAGEMENT INC
0.07%#79$23.9M626,434$00+626,434New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#396$23.5M617,929$32.0M1.0M-390,786-38.74%Reduce
BARCLAYS PLC
<0.01%0.01%#297$23.0M604,025$35.2M1.1M-504,197-45.50%Reduce
Lodge Hill Capital, LLC
3.61%6.44%#5$21.5M565,900$33.3M1.1M-484,100-46.10%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#411$21.5M556,757$17.9M566,410-9,653-1.70%Reduce
CANADA PENSION PLAN INVESTMENT BOARD
0.01%0.01%#201$19.2M505,000$16.1M506,200-1,200-0.24%Reduce
WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#334$16.0M421,459$25.6M807,644-386,185-47.82%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#329$15.7M411,812$12.5M392,279+19,533+4.98%Add
Nuveen, LLC
<0.01%<0.01%#308$15.3M401,261$12.9M407,885-6,624-1.62%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#331$14.0M368,323$11.0M345,460+22,863+6.62%Add
ALPS ADVISORS INC
0.06%0.06%#83$13.7M360,246$11.7M369,617-9,371-2.54%Reduce
Swedbank AB
0.01%0.01%#190$13.2M345,643$11.0M345,64300.00%Unchanged
RHUMBLINE ADVISERS
0.01%0.01%#208$12.9M339,250$12.0M378,278-39,028-10.32%Reduce
BALYASNY ASSET MANAGEMENT L.P.
0.02%0.02%#160$12.8M336,833$13.2M414,663-77,830-18.77%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow