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H&R Block Inc

HRB
Exchange
NYSE
Industry
Services-Personal Services
SEC CIK
0000012659

No open-market purchases or sales by H&R Block Inc insiders were filed in the last 90 days; 544 institutions reported holding it in 13F filings for Q2 2026, worth $4.87B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in H&R Block Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
377
No complete 13F data for Q4 2020
Shares held
154.7M
No complete 13F data for Q4 2020
Total value
$3.37B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting HRB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 377 institutions
Q1 2021: 377 institutionsQ2 2021: 393 institutionsQ3 2021: 398 institutionsQ4 2021: 391 institutionsQ1 2022: 388 institutionsQ2 2022: 437 institutionsQ3 2022: 461 institutionsQ4 2022: 455 institutionsQ1 2023: 425 institutionsQ2 2023: 399 institutionsQ3 2023: 413 institutionsQ4 2023: 469 institutionsQ1 2024: 480 institutionsQ2 2024: 498 institutionsQ3 2024: 544 institutionsQ4 2024: 552 institutionsQ1 2025: 564 institutionsQ2 2025: 563 institutionsQ3 2025: 544 institutionsQ4 2025: 508 institutionsQ1 2026: 490 institutionsQ2 2026: 544 institutions
Value heldQ1 2021: $3.37B
Q1 2021: $3.37BQ2 2021: $3.59BQ3 2021: $3.74BQ4 2021: $3.39BQ1 2022: $3.63BQ2 2022: $4.93BQ3 2022: $5.87BQ4 2022: $5.24BQ1 2023: $5.07BQ2 2023: $4.32BQ3 2023: $5.72BQ4 2023: $6.11BQ1 2024: $6.29BQ2 2024: $6.85BQ3 2024: $7.92BQ4 2024: $6.68BQ1 2025: $7.00BQ2 2025: $6.79BQ3 2025: $5.93BQ4 2025: $5.12BQ1 2026: $3.86BQ2 2026: $4.87B
Institutions holding HRB and their total value by quarter
QuarterHoldersValue
Q2 2026544$4.87B
Q1 2026490$3.86B
Q4 2025508$5.12B
Q3 2025544$5.93B
Q2 2025563$6.79B
Q1 2025564$7.00B
Q4 2024552$6.68B
Q3 2024544$7.92B
Q2 2024498$6.85B
Q1 2024480$6.29B
Q4 2023469$6.11B
Q3 2023413$5.72B
Q2 2023399$4.32B
Q1 2023425$5.07B
Q4 2022455$5.24B
Q3 2022461$5.87B
Q2 2022437$4.93B
Q1 2022388$3.63B
Q4 2021391$3.39B
Q3 2021398$3.74B
Q2 2021393$3.59B
Q1 2021377$3.37B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding H&R Block Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HRB in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc25,955,891$565.8M0.02%––
BlackRock Inc.21,577,463$470.4M0.01%––
Jupiter Asset Management Ltd12,563,697$274.0M2.69%––
State Street Corp6,877,469$151.6M0.01%––
Lazard Asset Management LLC6,470,572$141.1M0.17%––
Bank of New York Mellon Corp4,167,777$90.9M0.02%––
Franklin Resources Inc3,826,313$83.4M0.03%––
Fuller & Thaler Asset Management, Inc.3,795,080$82.7M0.58%––
FMR LLC3,437,538$74.9M0.01%––
Artisan Partners Limited Partnership2,843,096$62.0M0.08%––
D. E. Shaw & Co., Inc.2,508,585$54.7M0.07%––
Hotchkis & Wiley Capital Management LLC2,416,590$52.7M0.16%––
Northern Trust Corp2,326,945$50.7M0.01%––
Norges Bank2,198,414$47.9M0.01%––
Geode Capital Management, LLC2,196,348$47.9M0.01%––
LSV Asset Management1,635,233$35.6M0.06%––
AQR Capital Management LLC1,646,129$35.6M0.06%––
Dimensional Fund Advisors LP1,633,047$35.6M0.01%––
Morgan Stanley1,630,198$35.5M0.01%––
Schroder Investment Management Group1,293,029$28.2M0.04%––
Goldman Sachs Group Inc1,272,660$27.7M0.01%––
Man Group plc1,204,474$26.3M0.12%––
Squarepoint Ops LLC1,131,336$24.7M0.23%––
Swedbank AB1,116,463$24.3M0.05%––
Nuveen Asset Management, LLC1,048,859$22.9M0.01%––
Charles Schwab Investment Management Inc1,039,921$22.7M0.01%––
Peregrine Capital Management LLC1,003,932$21.9M0.41%––
Wellington Management Group LLP905,824$19.7M0.00%––
Principal Financial Group Inc900,083$19.6M0.01%––
Millennium Management LLC889,507$19.4M0.03%––
Fulton Breakefield Broenniman LLC873,807$19.0M1.76%––
Invesco Ltd.851,061$18.6M0.00%––
New York State Common Retirement Fund842,467$18.4M0.02%––
Ameriprise Financial Inc775,236$16.9M0.01%––
Parametric Portfolio Associates LLC773,407$16.9M0.01%––
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial770,894$16.8M0.59%––
Russell Investments Group, Ltd.770,747$16.8M0.03%––
JPMorgan Chase & Co757,466$16.5M0.00%––
First Trust Advisors LP713,505$15.6M0.02%––
Bank of America Corp705,724$15.4M0.00%––
Arrowstreet Capital, Limited Partnership681,060$14.8M0.02%––
Thompson Siegel & Walmsley LLC675,451$14.7M0.21%––
Fidelity National Financial, Inc.636,854$13.9M1.00%––
UBS Group AG628,657$13.7M0.01%––
Portolan Capital Management, LLC627,325$13.7M1.07%––
South Dakota Investment Council560,066$12.2M0.20%––
PGGM Investments534,259$11.6M0.05%––
Rhumbline Advisers505,711$11.0M0.01%––
Wells Fargo & Company479,692$10.5M0.00%––
California Public Employees Retirement System469,083$10.2M0.01%––
Advisors Asset Management, Inc.444,154$9.68M0.15%––
Swiss National Bank440,700$9.61M0.01%––
Miller Value Partners, LLC420,000$9.16M0.26%––
American International Group, Inc.394,869$8.61M0.04%––
Legal & General Group Plc390,993$8.52M0.00%––
Barclays PLC370,847$8.08M0.01%––
UBS Asset Management Americas Inc358,368$7.81M0.00%––
Invenomic Capital Management LP350,575$7.64M3.69%––
Holocene Advisors, LP343,084$7.48M0.05%––
California State Teachers Retirement System328,187$7.15M0.01%––
Amundi Asset Management US, Inc.324,562$7.08M0.01%––
Quinn Opportunity Partners LLC321,000$7.00M0.44%––
Kestrel Investment Management Corp302,650$6.60M2.76%––
Alliancebernstein L.P.302,642$6.60M0.00%––
Gilman Hill Asset Management, LLC292,448$6.38M1.77%––
Foundry Partners, LLC291,305$6.35M0.21%––
Citadel Advisors LLC274,706$5.99M0.01%––
Credit Suisse AG261,603$5.70M0.00%––
State Board of Administration of Florida Retirement System256,604$5.59M0.01%––
Citigroup Inc254,023$5.54M0.01%––
Financial Counselors Inc252,197$5.50M0.13%––
Sound Income Strategies, LLC247,489$5.40M0.91%––
Retirement Systems of Alabama239,404$5.22M0.02%––
New York State Teachers Retirement System232,523$5.07M0.01%––
Susquehanna International Group, LLP226,775$4.94M0.01%––
Victory Capital Management Inc216,551$4.72M0.00%––
BNP Paribas Arbitrage, SA215,190$4.69M0.01%––
Two Sigma Investments, LP211,425$4.61M0.01%––
Susquehanna Fundamental Investments, LLC211,280$4.61M0.08%––
Manufacturers Life Insurance Company, The205,937$4.49M0.00%––
Clark Estates Inc195,000$4.25M0.54%––
Voya Investment Management LLC188,271$4.10M0.01%––
SEI Investments Co239,365$3.94M0.01%––
Gabelli Funds LLC177,500$3.87M0.03%––
Employees Retirement System of Texas167,595$3.65M0.05%––
Los Angeles Capital Management LLC167,249$3.65M0.02%––
Mutual of America Capital Management LLC165,582$3.61M0.04%––
Alaska Permanent Fund Corp154,700$3.37M0.06%––
Rings Capital Management LLC153,000$3.33M1.76%––
Stifel Financial Corp148,257$3.23M0.01%––
Royal Bank of Canada144,521$3.15M0.00%––
Carolina Wealth Advisors, LLC139,598$3.04M2.22%––
Redwood Investment Management, LLC138,029$3.01M0.57%––
Texas Permanent School Fund137,030$2.99M0.04%––
Ensign Peak Advisors, Inc129,842$2.83M0.01%––
Ninety One UK Ltd127,800$2.79M0.01%––
Guggenheim Capital LLC125,436$2.73M0.02%––
Mitsubishi UFJ Trust & Banking Corp168,900$2.68M0.01%––
Robeco Institutional Asset Management B.V.122,626$2.67M0.01%––
State of New Jersey Common Pension Fund D121,924$2.66M0.01%––