Position in HRB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$565,765
-$85,886 QoQ
Shares Held
17,825
+19.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $268,095,865 across 6 Personal Services names. HRB ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
1,729,841 | $142,729,180 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,431,658 | $117,582,070 | |
| 3 | ROL |
Rollins Inc
|
118,524 | $6,330,366 | |
| 4 | HRB |
H&R Block Inc
This page
|
17,825 | $565,765 | |
| 5 | CSV |
Carriage Services Inc
|
10,636 | $485,639 | |
| 6 | FTDR |
Frontdoor, Inc.
|
7,621 | $402,845 |
All Filings in HRB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565,765 | 17,825 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $651,651 | 14,953 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $672,884 | 13,306 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,584,728 | 28,871 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $538,337 | 9,804 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $588,742 | 11,142 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $504,268 | 7,935 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $515,998 | 9,515 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $324,027 | 6,598 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $308,503 | 6,378 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $270,760 | 6,288 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $253,525 | 7,955 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $944,699 | 26,800 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $804,314 | 22,030 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $492,825 | 11,585 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,185,550 | 33,566 | Shares | Defined | 2022-08-15 | |
| 2021-06-30 | $283,027 | 12,054 | Shares | Defined | 2021-08-13 | |
| 2020-03-31 | $181,828 | 12,914 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||