BLOCK H & R INC COM is a security (CUSIP 093671105) tracked across SEC portfolio filings. 540 institutional managers reported $3.9B on Form 13F as of 2026-06-30; 41 registered fund positions totaling $390.1M via N-PORT as of 2026-05-31.
Showing 15 of 540 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| VANGUARD GROUP INC | Valley Forge, PA | $580.2M | 13,313,823 |
| BlackRock, Inc. | New York, NY | $493.2M | 15,538,824 |
| FMR LLC | BOSTON, MA | $485.2M | 15,287,403 |
| FULLER & THALER ASSET MANAGEMENT, INC. | San Mateo, CA | $135.9M | 4,280,293 |
| STATE STREET CORP | BOSTON, MA | $128.5M | 3,994,793 |
| LAZARD ASSET MANAGEMENT LLC | NEW YORK, NY | $119.4M | 3,761,094 |
| CITADEL ADVISORS LLC | MIAMI, FL | $104.3M | 3,183,175 |
| AQR CAPITAL MANAGEMENT LLC | Greenwich, CT | $99.9M | 3,182,725 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $99.6M | 3,137,087 |
| NORTHERN TRUST CORP | CHICAGO, IL | $95.7M | 3,015,136 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $73.2M | 2,307,766 |
| MORGAN STANLEY | NEW YORK, NY | $63.1M | 1,988,035 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $56.5M | 1,781,623 |
| Ranmore Fund Management Ltd | COBHAM, X0 | $53.3M | 1,400,000 |
| Himalaya Capital Management LLC | SEATTLE, WA | $51.6M | 1,626,906 |
Showing 15 of 41 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| State Street SPDR S&P MidCap 400SM ETF Trust | SPDR S&P MIDCAP 400 ETF TRUST | $121.3M | 50.09% |
| Fidelity Series Value Discovery Fund | Fidelity Devonshire Trust | $92.6M | 58.02% |
| Fidelity Equity Dividend Income Fund | Fidelity Financial Trust | $55.3M | 68.39% |
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $44.9M | 5.50% |
| VIP Equity-Income Portfolio | Variable Insurance Products Fund | $15.3M | 22.36% |
| Master Advantage Large Cap Core Portfolio | Master Large Cap Series LLC | $13.1M | 29.84% |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF | ALPS ETF TRUST | $13.1M | 148.98% |
| SPROTT FOCUS TRUST INC. | SPROTT FOCUS TRUST INC. | $10.2M | 318.57% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $6.6M | 8.88% |
| State Farm Balanced Fund | Advisers Investment Trust | $4.0M | 15.15% |
| Columbia Mid Cap Index Fund | COLUMBIA FUNDS SERIES TRUST | $3.5M | 13.71% |
| AGF U.S. Market Neutral Anti-Beta Fund | AGF Investments Trust | $3.2M | 79.19% |
| Hartford Multifactor US Equity ETF | Lattice Strategies Trust | $2.8M | 47.87% |
| Large Cap Index Master Portfolio | Master Investment Portfolio | $2.5M | 0.69% |
| VictoryShares US Small Cap High Div Volatility Wtd ETF | Victory Portfolios II | $2.4M | 96.55% |