Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
467 institutional managers reported holding HRB for the quarter ended Mar 31, 2026. Together they hold about 94% of shares outstanding; the top 10 hold 54%. 73 opened new positions; 102 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 15.54M | 12.16% | $493.0M | trimmed -1.8% | ≤2013 |
| FMR (Fidelity) | 15.29M | 11.96% | $485.1M | added +4.9% | ≤2013 |
| Vanguard Group | 13.98M | 10.94% | $443.6M | added +4.9% | ≤2013 |
| Fuller & Thaler Asset Management, INC. | 4.28M | 3.35% | $135.8M | unchanged | 2020 Q3 |
| State Street | 3.99M | 3.13% | $126.8M | unchanged | 2015 Q4 |
| Lazard Asset Management LLC | 3.76M | 2.94% | $119.3M | added +50.9% | 2015 Q3 |
| Citadel Advisors | 3.18M | 2.49% | $101.0M | added +99.1% | ≤2013 |
| AQR Capital | 3.18M | 2.49% | $101.0M | trimmed -6.5% | ≤2013 |
| Geode Capital | 3.14M | 2.45% | $99.5M | added +8.5% | ≤2013 |
| Northern Trust | 3.02M | 2.36% | $95.7M | added +24.8% | ≤2013 |
| Dimensional Fund Advisors | 2.31M | 1.81% | $73.2M | trimmed -8.4% | ≤2013 |
| Morgan Stanley | 1.99M | 1.55% | $63.1M | added +32.5% | ≤2013 |
| Charles Schwab Investment Management | 1.78M | 1.39% | $56.5M | added +13% | ≤2013 |
| Himalaya Capital Management LLC (focused) | 1.63M | 1.27% | $51.6M | opened | 2026 Q1 |
| Arrowstreet Capital | 1.59M | 1.25% | $50.6M | trimmed -11.2% | 2019 Q1 |
| LSV Asset Management | 1.53M | 1.20% | $48.6M | unchanged | 2016 Q3 |
| BNY Mellon | 1.52M | 1.19% | $48.1M | added +6.8% | ≤2013 |
| Invesco | 1.45M | 1.14% | $46.0M | added +136.5% | ≤2013 |
| Ranmore Fund Management LTD (focused) | 1.40M | 1.09% | $44.4M | added +47.7% | 2025 Q4 |
| First Trust Advisors LP | 1.33M | 1.04% | $42.2M | added +26.2% | 2014 Q3 |
| UBS | 1.33M | 1.04% | $42.1M | trimmed -18.4% | ≤2013 |
| Marshall Wace | 1.14M | 0.89% | $36.1M | trimmed -3.3% | 2025 Q1 |
| D. E. Shaw | 1.13M | 0.88% | $35.8M | trimmed -16.1% | ≤2013 |
| Barclays PLC | 1.11M | 0.87% | $35.2M | added +41.8% | ≤2013 |
| Goldman Sachs | 1.08M | 0.85% | $34.3M | added +19.9% | ≤2013 |
| Lodge Hill Capital, LLC (focused) | 1.05M | 0.82% | $33.3M | added +31.3% | 2025 Q4 |
| Bank OF America CORP /DE/ | 1.01M | 0.79% | $32.0M | trimmed -4.3% | ≤2013 |
| Boston Trust Walden CORP | 895.2k | 0.70% | $28.4M | added +15.3% | 2024 Q4 |
| Jupiter Asset Management LTD | 890.5k | 0.70% | $28.3M | added +16904.7% | 2025 Q4 |
| Qube Research & Technologies LTD | 854.6k | 0.67% | $27.1M | added +68.4% | 2022 Q3 |
| Squarepoint Ops LLC | 808.8k | 0.63% | $25.7M | added +919.4% | 2023 Q4 |
| Wellington Management | 807.6k | 0.63% | $25.6M | trimmed -52.4% | 2021 Q1 |
| Royce & Associates | 776.7k | 0.61% | $24.6M | added +145.7% | 2021 Q3 |
| Prevatt Capital LTD (focused) | 710.0k | 0.56% | $22.5M | added +102.9% | 2023 Q4 |
| SEI Investments CO | 532.7k | 0.42% | $16.9M | added +25.2% | ≤2013 |
| CPP Investment Board | 506.2k | 0.40% | $16.1M | added +42.3% | ≤2013 |
| Framtiden Holdings Management CO LLC (focused) | 490.0k | 0.38% | $15.5M | added +78.2% | 2025 Q4 |
| LOS Angeles Capital Management LLC | 471.6k | 0.37% | $15.0M | added +73245.9% | 2022 Q3 |
| Royal Bank OF Canada | 428.1k | 0.34% | $13.6M | trimmed -20.4% | ≤2013 |
| Balyasny Asset Management | 414.7k | 0.32% | $13.2M | added +30.5% | 2023 Q1 |
| Nuveen | 407.9k | 0.32% | $12.9M | trimmed -40.2% | ≤2013 |
| Quantinno Capital Management LP | 398.3k | 0.31% | $12.6M | added +188.8% | 2023 Q2 |
| Rhumbline Advisers | 378.3k | 0.30% | $12.0M | added +0.9% | ≤2013 |
| Alps Advisors INC | 369.6k | 0.29% | $11.7M | trimmed -4.9% | 2022 Q2 |
| Rwwm, INC. (focused) | 360.4k | 0.28% | $11.4M | opened | 2026 Q1 |
| Swedbank Robur | 345.6k | 0.27% | $11.0M | unchanged | 2021 Q1 |
| Ameriprise Financial INC | 345.5k | 0.27% | $11.0M | added +130.1% | ≤2013 |
| Millennium Management | 343.6k | 0.27% | $10.9M | trimmed -59.1% | 2017 Q2 |
| Hotchkis & Wiley Capital Management LLC | 326.6k | 0.26% | $10.4M | opened | 2026 Q1 |
| CalPERS | 296.4k | 0.23% | $9.4M | trimmed -16% | ≤2013 |
Largest 50 of 467 shown; the full ranked, searchable register is at boothcheck.com/holders/HRB. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.