H&R Block Inc: which funds bought and sold

Institutions that bought and sold H&R Block shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 310 institutions that filed 13F reports for both quarters added to or opened positions in H&R Block, and 207 cut or closed them. Together they added a net 5.1M shares, +4.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.7M shares (+4.2%); index fund managers were net sellers of 152K shares (−0.4%). 115 opened a new position and 66 sold out entirely.

Bought, Q2 2026 310 institutions, 115 of them new holders Sold, Q2 2026 207 institutions, 66 of them sold out

Net change, all compared +5.1M shares (+4.2%)

Net change, active managers +1.7M shares (+4.2%), 26 bought, 25 sold

Buyers versus sellers

institutions compared, 592

310 bought 75 207 sold

Active managers and hedge funds 26 bought · 25 sold · +1.7M

Index fund managers 6 bought · 4 sold · −152K

Other institutions 278 bought · 178 sold · +3.6M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+6.4M +202.1%	9.6M	$366M
Los Angeles Capital Management LLC Active manager	+1.2M +263.5%	1.7M	$65.3M
Goldman Sachs Group Inc	+842K +77.8%	1.9M	$73.2M
Blackrock, Inc. Index funds	+787K +5.1%	16.3M	$622M
First Trust Advisors LP	+679K +51.1%	2.0M	$76.4M
Framtiden Holdings Management Co LLC	+650K +132.7%	1.1M	$47.2M
Panagora Asset Management Inc Active manager	+626K New position	626K	$23.9M
Capital Fund Management S.A. Hedge fund	+497K +185.2%	765K	$29.1M
FMR LLC Active manager	+457K +3.0%	15.7M	$600M
Quantinno Capital Management LP	+428K +107.5%	826K	$31.5M
Royal Bank Of Canada	+324K +75.8%	753K	$28.7M
Arrowstreet Capital, Limited Partnership Hedge fund	+318K +19.9%	1.9M	$72.8M
Mackenzie Financial Corp	+300K +3514.2%	308K	$11.7M
Royce & Associates LP Active manager	+287K +36.9%	1.1M	$40.5M
Algert Global LLC Hedge fund	+266K New position	266K	$10.1M
Two Sigma Investments, LP Hedge fund	+250K +493.6%	301K	$11.5M
Mariner, LLC	+248K +550.6%	293K	$11.2M
Forum Finance Group S.A.	+242K +283.3%	327K	$10.1M
Assenagon Asset Management S.A.	+234K New position	234K	$8.9M
South Dakota Investment Council	+220K +226.2%	318K	$12.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+6.4M +202.1%	9.6M	$366M
Los Angeles Capital Management LLC Active manager	+1.2M +263.5%	1.7M	$65.3M
Panagora Asset Management Inc Active manager	+626K New position	626K	$23.9M
Capital Fund Management S.A. Hedge fund	+497K +185.2%	765K	$29.1M
FMR LLC Active manager	+457K +3.0%	15.7M	$600M
Arrowstreet Capital, Limited Partnership Hedge fund	+318K +19.9%	1.9M	$72.8M
Royce & Associates LP Active manager	+287K +36.9%	1.1M	$40.5M
Algert Global LLC Hedge fund	+266K New position	266K	$10.1M
Two Sigma Investments, LP Hedge fund	+250K +493.6%	301K	$11.5M
Engineers Gate Manager LP Hedge fund	+155K +909.3%	172K	$6.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−2.6M −83.2%	534K	$20.3M
Himalaya Capital Management LLC Hedge fund	−1.6M Sold out	0	—
Vanguard Portfolio Management LLC Index funds	−1.1M −14.6%	6.2M	$237M
Marshall Wace, LLP Hedge fund	−960K −84.4%	177K	$6.7M
Jupiter Asset Management Ltd Active manager	−891K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−784K −96.9%	25K	$948,992
Qube Research & Technologies Ltd Hedge fund	−737K −86.3%	117K	$4.5M
Lazard Asset Management LLC Active manager	−517K −13.7%	3.2M	$124M
Barclays PLC	−504K −45.5%	604K	$23M
Lodge Hill Capital, LLC	−484K −46.1%	566K	$21.5M
Invesco Ltd.	−473K −32.6%	978K	$37.2M
D. E. Shaw & Co., Inc. Hedge fund	−421K −37.3%	708K	$27M
Bank Of America Corp	−391K −38.7%	618K	$23.5M
Wellington Management Group LLP Active manager	−386K −47.8%	421K	$16M
Fuller & Thaler Asset Management, Inc.	−304K −7.1%	4.0M	$151M
Millennium Management LLC Hedge fund	−280K −81.6%	63K	$2.4M
Atom Investors LP	−273K Sold out	0	—
Boston Trust Walden Corp	−221K −24.7%	674K	$25.7M
Amundi	−199K −87.0%	30K	$1.1M
SG Americas Securities, LLC	−140K −85.5%	24K	$908,000

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−2.6M −83.2%	534K	$20.3M
Himalaya Capital Management LLC Hedge fund	−1.6M Sold out	0	—
Marshall Wace, LLP Hedge fund	−960K −84.4%	177K	$6.7M
Jupiter Asset Management Ltd Active manager	−891K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−784K −96.9%	25K	$948,992
Qube Research & Technologies Ltd Hedge fund	−737K −86.3%	117K	$4.5M
Lazard Asset Management LLC Active manager	−517K −13.7%	3.2M	$124M
D. E. Shaw & Co., Inc. Hedge fund	−421K −37.3%	708K	$27M
Wellington Management Group LLP Active manager	−386K −47.8%	421K	$16M
Millennium Management LLC Hedge fund	−280K −81.6%	63K	$2.4M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Panagora Asset Management IncActive manager	626K	$23.9M
Algert Global LLCHedge fund	266K	$10.1M
Assenagon Asset Management S.A.	234K	$8.9M
Brookstone Capital Management	193K	$7.3M
Connor, Clark & Lunn Investment Management Ltd.	134K	$5.1M
HRT Financial LP	103K	$3.9M
Mubadala Investment Co Pjsc	90K	$3.4M
Wbi Investments, LLC	60K	$2.3M
Redwood Investment Management, LLC	58K	$2.2M
Longaeva Partners L.P.	53K	$2M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Himalaya Capital Management LLCHedge fund	1.6M	$51.6M
Jupiter Asset Management LtdActive manager	891K	$28.3M
Atom Investors LP	273K	$8.7M
Illinois Municipal Retirement Fund	137K	$4.4M
Natixis	84K	$2.7M
Neo Ivy Capital Management	78K	$2.5M
Jump Financial, LLC	76K	$2.4M
Campbell & Co Investment Adviser LLC	64K	$2M
Fox Run Management, L.L.C.	42K	$1.3M
CIBC Bancorp Usa Inc.	40K	$1.3M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 535
Ten largest holders: 55.4%
Index fund managers: 32.4%
Active managers and hedge funds: 32.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	26	25	6	5	+1.7M	+4.2%
Index fund managers	6	4	0	0	−152K	−0.4%
Other institutions	278	178	109	61	+3.6M	+9.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on H&R Block.

Only managers that filed a holdings report for both quarters are compared (592 here). 17 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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