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Equibles

NEUBERGER BERMAN GROUP LLC

Position in HRB — H&R Block Inc

CIK 1465109 NEW YORK, NY
Back to HRB Full portfolio

Position in HRB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,272,556
+$706,791 QoQ
Shares Held
33,418
+87.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority Sole 54% Shared 0% None 46%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

NEUBERGER BERMAN GROUP LLC holds $223,189,144 across 6 Personal Services names. HRB ranks #4 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SCI
Service Corp International
 1,510,126 $114,709,170
2 BFAM
Bright Horizons Family Solutions Inc.
 1,448,078 $102,639,768
3 ROL
Rollins Inc
 83,306 $3,477,191
4 HRB
H&R Block Inc
This page 		33,418 $1,272,556
5 FTDR
Frontdoor, Inc.
 8,630 $669,601
6 CSV
Carriage Services Inc
 10,977 $420,858

All Filings in HRB

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,272,556 33,418
2026-03-31 $565,765 17,825
2025-12-31 $651,651 14,953
2025-09-30 $672,884 13,306
2025-06-30 $1,584,728 28,871
2025-03-31 $538,337 9,804
2024-12-31 $588,742 11,142
2024-09-30 $504,268 7,935
2024-06-30 $515,998 9,515
2024-03-31 $324,027 6,598
2023-12-31 $308,503 6,378
2023-09-30 $270,760 6,288
2023-06-30 $253,525 7,955
2023-03-31 $944,699 26,800
2022-12-31 $804,314 22,030
2022-09-30 $492,825 11,585
2022-06-30 $1,185,550 33,566
2021-06-30 $283,027 12,054
2020-03-31 $181,828 12,914