H&R Block Inc. 13F holders
Of the 44 funds followed here, 8 reported a position in H&R Block Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 15.7 million shares worth $599.5 million, 0.0% of its reported book. Sold out: Himalaya Capital (Li Lu).
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 15,744,303 | $599.5 million | 0.0% | +456,900 | added | 30 June 2026 | 13F |
| Geode Capital Management | 3,061,311 | $116.6 million | 0.0% | -75,776 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 1,219,451 | $46.4 million | 0.0% | held | 30 June 2026 | 13F | |
| Citadel Advisors | 717,424 | $27.3 million | 0.0% | -2,569,951 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 301,186 | $11.5 million | 0.0% | +250,448 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 67,200 | $2.6 million | 0.0% | -89,200 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 63,187 | $2.4 million | 0.0% | -280,455 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 8,759 | $333,543 | 0.0% | -37,770 | trimmed | 30 June 2026 | 13F |
| Himalaya Capital (Li Lu) | 0 | $0 | 0.0% | -1,626,906 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 12 August 2026 | 13G | AQR Capital Management, LLC and 3 others | 9.6 million | 7.6% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 31 July 2026 | 13G/A | Vanguard Portfolio Management and 1 other | 6.3 million | 5.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 6.6 million | 5.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 7.3 million | 5.8% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 February 2026 | 13G/A | Fmr Llc and 3 others | 14.6 million | 11.5% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 3 September 2026 | 4,302 | $50.96 | SEC |
| 24 August 2026 | 2,669 | $53.68 | SEC |
| 21 August 2026 | 16,393 | $53.04 | SEC |
| 5 August 2026 | 1,246 | $46.07 | SEC |
| 3 August 2026 | 304 | $44.03 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
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Largest in the window: 16,393 on 21 August 2026. A fail is an operational fact about settlement, not a position.Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to HRB by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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