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HRB

HRB

H&R Block, Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
210
Partial Q3 2026
Total 13F value
$296.6M
Filed positions so far
New positions
44
This quarter
Sold positions
21
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Ranmore Fund Management Ltd

$43.9M1.08M4.88%-23.2%

Mackenzie Financial Corp

$22.7M555.2K0.02%+80.0%

Swedbank Ab

$14.1M345.6K0.01%Unchanged

Sound Income Strategies, Llc

$11.7M262.0K0.52%+0.0%

Principal Financial Group Inc

$11.6M282.9K0.01%-1.6%

Tectonic Advisors Llc

$11.4M278.7K0.53%-0.7%

Creative Planning

$11.3M276.2K0.01%+7.2%

Robeco Institutional Asset Management B.V.

$9.6M235.7K0.01%-16.7%

Bi Asset Management Fondsmaeglerselskab A/S

$9.4M229.4K0.07%New Position

Alps Advisors Inc

$9.2M226.4K0.04%-37.1%

Brookstone Capital Management

$7.4M180.5K0.07%-6.3%

Midwest Trust Co

$6.8M166.5K0.08%+1.7%

New York State Teachers Retirement System

$5.7M138.7K0.01%-0.6%

Seizert Capital Partners, Llc

$5.5M135.3K0.24%-7.6%

Nisa Investment Advisors, Llc

$4.9M119.8K0.01%+1.2%

Inlet Private Wealth, Llc

$4.7M113.9K1.13%Unchanged

Crossmark Global Holdings, Inc.

$4.6M113.7K0.06%+559.3%

Wealth Enhancement Advisory Services, Llc

$4.6M115.4K0.01%+1.6%

Y-Intercept (Hong Kong) Ltd

$4M97.2K0.09%+90.9%

Vest Financial, Llc

$3.6M88.8K0.04%+6.2%

Range Financial Group Llc

$3.6M88.1K1.00%-0.4%

Convergence Investment Partners, Llc

$3.2M79.1K0.24%+63.3%

Tealwood Asset Management Inc

$2.9M71.6K1.16%-1.0%

Daiwa Securities Group Inc.

$2.7M67.0K0.01%New Position

Virginia Retirement Systems Et Al

$2.5M61.3K0.01%-7.5%

Carolina Wealth Advisors, Llc

$2.5M60.2K0.94%+2.6%

Optimist Retirement Group Llc

$2.4M59.4K0.99%+2.4%

Amalgamated Bank

$2.3M56.6K0.02%-1.7%

Kendall Capital Management

$2.3M56.0K0.38%+5.6%

Agf Management Ltd

$2.2M53.2K0.01%-33.3%

State Of Alaska, Department Of Revenue

$2M50.1K0.02%-1.5%

Mutual Of America Capital Management Llc

$1.8M45.0K0.02%-4.5%

Ethic Inc.

$1.7M41.8K0.02%+8.6%

Achmea Investment Management B.V.

$1.7M41.0K0.01%New Position

Commonwealth Equity Services, Llc

$1.6M38.3K0.00%-7.7%

Louisiana State Employees Retirement System

$1.5M36.6K0.02%-0.5%

Ceera Investments, Llc

$1.5M36.1K0.56%-6.8%

Arizona State Retirement System

$1.5M35.7K0.01%+2.1%

Mirae Asset Global Investments Co., Ltd.

$1.3M32.9K0.00%+2645.9%

Point Nemo Capital, Llc

$1.3M32.6K0.62%-6.5%

Linden Thomas Advisory Services, Llc

$1.3M32.0K0.10%+2.9%

Yousif Capital Management, Llc

$1.3M31.9K0.01%-8.8%

Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

$1.2M29.4K0.01%-3.0%

Td Waterhouse Canada Inc.

$1.2M28.1K0.00%-13.4%

State Of Michigan Retirement System

$1.2M29.0K0.01%-2.4%

Friedenthal Financial

$1.1M26.6K0.47%New Position

Chicago Partners Investment Group Llc

$1.1M21.7K0.02%+7.4%

Exchange Traded Concepts, Llc

$1.1M26.1K0.00%New Position

Human Investing Llc

$1M25.6K0.13%-3.2%

Oregon Public Employees Retirement Fund

$1M25.5K0.01%-2.7%

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