MORGAN STANLEY

Position in HRB — H&R Block Inc

CIK 895421 NEW YORK, NY

Back to HRB Full portfolio

Position in HRB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$83,224,673

+$20,124,447 QoQ

Shares Held

2,185,522

+9.9% QoQ

Ownership

1.77%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#12

of 536 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $843,457,618 across 9 Personal Services names. HRB ranks #5 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	6,455,516	$269,453,232
2	SCI	Service Corp International	3,370,847	$256,049,529
3	FTDR	Frontdoor, Inc.	1,515,164	$117,561,568
4	BFAM	Bright Horizons Family Solutions Inc.	1,440,461	$102,099,865
5	HRB	H&R Block Inc This page	2,185,522	$83,224,673
6	CSV	Carriage Services Inc	191,346	$7,336,202
7	ANDG	Andersen Group Inc.	121,731	$4,591,691
8	MED	Medifast Inc	292,508	$3,103,506

All Filings in HRB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$83,224,673	2,185,522	+9.9%	Shares	Defined	2026-08-13
2026-03-31	$63,100,226	1,988,035	+32.5%	Shares	Defined	2026-05-15
2025-12-31	$65,411,525	1,500,953	-17.9%	Shares	Defined	2026-05-27
2025-09-30	$92,483,878	1,828,829	-11.0%	Shares	Defined	2026-05-27
2025-06-30	$112,776,221	2,054,586	-4.4%	Shares	Defined	2025-08-15
2025-03-31	$118,057,154	2,150,012	-1.0%	Shares	Defined	2025-05-15
2024-12-31	$114,734,815	2,171,363	+0.1%	Shares	Defined	2025-05-15
2024-09-30	$137,814,207	2,168,595	+117.3%	Shares	Defined	2025-05-14
2024-06-30	$54,115,191	997,883	-11.2%	Shares	Defined	2025-05-14
2024-03-31	$55,204,544	1,124,100	+7.7%	Shares	Defined	2024-10-17
2023-12-31	$50,469,252	1,043,400	-13.5%	Shares	Defined	2024-08-16
2023-09-30	$51,952,961	1,206,525	-11.9%	Shares	Defined	2023-11-15
2023-06-30	$43,655,966	1,369,814	+36.9%	Shares	Defined	2023-08-14
2023-03-31	$35,277,737	1,000,787	-23.8%	Shares	Defined	2023-05-15
2022-12-31	$47,960,444	1,313,625	+1.3%	Shares	Defined	2023-02-14
2022-09-30	$55,141,833	1,296,235	-29.2%	Shares	Defined	2022-11-14
2022-06-30	$64,636,620	1,830,029	+77.8%	Shares	Defined	2022-10-27
2022-03-31	$26,801,980	1,029,262	-6.9%	Shares	Defined	2022-10-27
2021-12-31	$26,054,646	1,105,885	-10.4%	Shares	Defined	2022-02-14
2021-09-30	$30,856,775	1,234,271	-0.5%	Shares	Defined	2021-11-15
2021-06-30	$29,129,213	1,240,597	-23.9%	Shares	Defined	2021-08-23
2021-03-31	$35,538,314	1,630,198	-13.6%	Shares	Defined	2021-05-17
2020-12-31	$29,932,067	1,887,268	+306.8%	Shares	Defined	2021-02-16
2020-09-30	$7,556,847	463,895	-73.9%	Shares	Defined	2020-11-13
2020-06-30	$25,395,793	1,778,417	+296.2%	Shares	Defined	2020-08-14
2020-03-31	$6,319,987	448,863	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.