Follow-The-Filings

Security

HRB

Block H & R Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners 2 new 3 exits max 1.6% (Li Lu - Himalaya Capital ...)

grid → activity →
owners 12
max % 1.6%
tracked value $1B
qoq N 2 A 2 R 7 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Li Lu - Himalaya Capital Management LLC 2026 Q1 1.6% New 1.6% 1,626,906 $52M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.03 pp 3,182,725 $100M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.01 pp 1,136,544 $36M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 3,183,175 $101M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 1,128,669 $36M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 414,663 $13M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 13,313,823 $580M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,593,419 $69M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.07 pp 46,529 $1M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% Reduce -0.05 pp 19,943 $633 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 343,642 $11M hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 86 $3 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 119,858 $5M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit -0.01 pp 75,589 $4M hist
Natixis Advisors, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 10,026 $437 hist

12 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.47B $3.61B $3.76B
Gross profit — — —
Gross margin — — —
Net income $553.7M $595.32M $605.77M
Net margin * 15.9% 16.5% 16.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.19B $1.24B $1.16B
Total non-current assets * $1.88B $1.98B $2.1B
Total assets $3.07B $3.22B $3.26B
Total current liabilities $938.78M $977.33M $1.3B
Total non-current liabilities * $2.1B $2.15B $1.88B
Total equity $32.06M $90.59M $88.9M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $821.84M $720.86M $680.88M
Cash from investing -$101.39M -$93.86M -$105.37M
Cash from financing -$750.99M -$564.31M -$647.44M
Net change in cash -$35.4M $59.88M -$72.05M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders