# BLOCK H & R INC COM

BLOCK H & R INC COM is a security (CUSIP 093671105) tracked across SEC portfolio filings. 544 institutional managers reported $4.0B on Form 13F as of 2026-06-30; 41 registered fund positions totaling $390.1M via N-PORT as of 2026-05-31.

## Summary

- Issuer: BLOCK H & R INC
- Class: COM
- CUSIP: 093671105
- Asset category: EC
- 13F holders: 544
- 13F value: $4.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 41
- N-PORT value: $390.1M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 544 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | 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](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $104.3M | 3,183,175 |
| [AQR CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/111883) | Greenwich, CT | $99.9M | 3,182,725 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | 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](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $56.5M | 1,781,623 |
| Bank of New York Mellon Corp | NEW YORK, NY | $56.2M | 1,476,375 |
| Ranmore Fund Management Ltd | COBHAM, X0 | $53.3M | 1,400,000 |

## Top fund holders (N-PORT)

_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](https://search.stillhousedata.com/fund/S000039216) | Fidelity Devonshire Trust | $92.6M | 58.02% |
| [Fidelity Equity Dividend Income Fund](https://search.stillhousedata.com/fund/S000006970) | Fidelity Financial Trust | $55.3M | 68.39% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $44.9M | 5.50% |
| [VIP Equity-Income Portfolio](https://search.stillhousedata.com/fund/S000007716) | Variable Insurance Products Fund | $15.3M | 22.36% |
| [Master Advantage Large Cap Core Portfolio](https://search.stillhousedata.com/fund/S000001970) | Master Large Cap Series LLC | $13.1M | 29.84% |
| [ALPS | OShares U.S. Small-Cap Quality Dividend ETF](https://search.stillhousedata.com/fund/S000075798) | ALPS ETF TRUST | $13.1M | 148.98% |
| SPROTT FOCUS TRUST INC. | SPROTT FOCUS TRUST INC. | $10.2M | 318.57% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $6.6M | 8.88% |
| [State Farm Balanced Fund](https://search.stillhousedata.com/fund/S000071158) | Advisers Investment Trust | $4.0M | 15.15% |
| [Columbia Mid Cap Index Fund](https://search.stillhousedata.com/fund/S000010826) | COLUMBIA FUNDS SERIES TRUST | $3.5M | 13.71% |
| [AGF U.S. Market Neutral Anti-Beta Fund](https://search.stillhousedata.com/fund/S000033013) | AGF Investments Trust | $3.2M | 79.19% |
| [Hartford Multifactor US Equity ETF](https://search.stillhousedata.com/fund/S000047586) | Lattice Strategies Trust | $2.8M | 47.87% |
| [Large Cap Index Master Portfolio](https://search.stillhousedata.com/fund/S000033023) | Master Investment Portfolio | $2.5M | 0.69% |
| [VictoryShares US Small Cap High Div Volatility Wtd ETF](https://search.stillhousedata.com/fund/S000049908) | Victory Portfolios II | $2.4M | 96.55% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/093671105.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
