HRB
H&R Block Inc
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Fund move
Fund move
No thesis.
Linked news
H&R Block Inc
51.28
+1.60 · +3.22%
post 51.28 0.00%
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $621.7M | 12.63% | +5.07% | |
| 2 | FMRFMR | $599.5M | 12.18% | +2.99% | |
| 3 | AQR Capital ManagementAQR | $366.2M | 7.44% | +202.14% | |
| 4 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $236.5M | 4.81% | −14.60% | |
| 5 | Vanguard Capital ManagementVanguardindex-like | $217.6M | 4.42% | +1.03% | |
| 6 | State StreetState Streetindex-like | $160.0M | 3.25% | +4.08% | |
| 7 | Fuller & Thaler Asset ManagementFuller & Thaler | $151.4M | 3.08% | −7.11% | |
| 8 | Lazard Asset ManagementLazard | $123.5M | 2.51% | −13.74% | |
| 9 | Geode Capital ManagementGeodeindex-like | $116.6M | 2.37% | −2.42% | |
| 10 | Northern TrustNorthern Trustindex-like | $111.7M | 2.27% | −2.68% | |
| 11 | Dimensional Fund AdvisorsDimensional | $86.5M | 1.76% | −1.53% | |
| 12 | Morgan StanleyMorgan Stanley | $83.2M | 1.69% | +9.93% | |
| 13 | First Trust AdvisorsFirst Trust | $76.4M | 1.55% | +51.10% | |
| 14 | Goldman Sachs GroupGoldman Sachs | $73.2M | 1.49% | +77.82% | |
| 15 | Arrowstreet Capital, Limited PartnershipArrowstreet Capital, Limited Partnership | $72.8M | 1.48% | +19.95% | |
| 16 | Charles Schwab Investment ManagementCharles Schwabindex-like | $70.3M | 1.43% | +3.56% | |
| 17 | LOS Angeles Capital Management & Equity ResearchLOS Angeles Capital Management & Equity Research | $65.3M | 1.33% | +263.48% | |
| 18 | LSV Asset ManagementLSV | $60.6M | 1.23% | +3.92% | |
| 19 | Bank of New York MellonBank of New York Mellonindex-like | $56.2M | 1.14% | −2.67% | |
| 20 | Ranmore Fund ManagementRanmore Fund | $53.3M | 1.08% | 0.00% | |
| 21 | Framtiden Holdings ManagementFramtiden | $47.2M | 0.96% | +132.65% | |
| 22 | Norges BankNorges Bankindex-like | $46.4M | 0.94% | — | |
| 23 | Royce & AssociatesRoyce & | $40.5M | 0.82% | +36.90% | |
| 24 | InvescoInvesco | $37.2M | 0.76% | new | |
| 25 | UBS GroupUBS | $34.6M | 0.70% | −2.83% |
543 managers report $4.9B of H&R Block on form 13F for the quarter ended Jun 30 '26. 37 of them hold 80% of it; BlackRock is largest at 12.63%.
Expected move
Inputs8Q avg ±8.2%·×0.75·cheap
straddle ±8.4%
spot 51.31exp Nov 20ATM strike 50ATM straddle 5.08IV 51%