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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
Level Four Advisory Services, LLC10,306$225.0K0.02%––
IFP Advisors, Inc10,256$226.0K0.00%––
Hennion & Walsh Asset Management, Inc.10,499$229.0K0.01%––
Gluskin Sheff & Assoc Inc10,640$232.0K0.01%––
Freestone Capital Holdings, LLC10,885$237.0K0.01%––
World Asset Management Inc10,772$240.0K0.02%––
Sowell Financial Services LLC10,752$251.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt11,600$253.0K0.02%––
Capital Advisory Group Advisory Services, LLC11,679$255.0K0.10%––
Vestmark Advisory Solutions, Inc.11,790$257.0K0.02%––
Invst, LLC11,937$266.0K0.05%––
Bridgewater Associates, LP12,234$267.0K0.00%––
AlphaCrest Capital Management LLC12,592$275.0K0.02%––
Hancock Whitney Corp12,650$276.0K0.01%––
Kingsview Wealth Management, LLC12,467$278.0K0.02%––
Profund Advisors LLC12,877$281.0K0.01%––
Bluefin Capital Management, LLC12,993$283.0K0.02%––
Claret Asset Management Corp13,182$287.0K0.05%––
Bartlett & Co. LLC13,200$288.0K0.01%––
Mariner, LLC13,240$289.0K0.00%––
Bartlett & Co. Wealth Management LLC13,200$291.2K0.01%––
AMP Capital Investors Ltd13,421$293.0K0.00%––
Brown Advisory Inc13,513$295.0K0.00%––
Formidable Asset Management, LLC13,754$306.0K0.07%––
Alpha Omega Wealth Management LLC14,380$313.0K0.05%––
RSM US Wealth Management LLC14,182$313.0K0.02%––
Crossmark Global Holdings, Inc.14,394$314.0K0.01%––
Chicago Trust Co NA14,500$316.0K0.11%––
Ceera Investments, LLC14,495$316.0K0.26%––
Legacy Bridge, LLC14,625$319.0K0.21%––
Maryland State Retirement & Pension System14,650$319.0K0.01%––
ProShare Advisors LLC14,867$324.0K0.00%––
RBF Capital, LLC15,000$327.0K0.02%––
The PNC Financial Services Group, Inc.15,084$330.0K0.00%––
Pictet Asset Management Ltd15,600$340.0K0.00%––
Caxton Associates LP15,862$346.0K0.03%––
Cipher Capital LP16,159$352.0K0.04%––
PDT Partners, LLC16,147$352.0K0.03%––
Cubist Systematic Strategies, LLC16,140$352.0K0.00%––
Rockland Trust Co16,666$363.0K0.03%––
Virtu Financial LLC16,816$367.0K0.03%––
Cetera Investment Advisers16,991$370.0K0.01%––
Premier Asset Management LLC17,250$376.0K0.07%––
Securian Asset Management, Inc17,287$377.0K0.01%––
Cambridge Investment Research Advisors, Inc.17,338$378.0K0.00%––
NJ State Employees Deferred Compensation Plan18,000$392.0K0.06%––
Capital Investment Advisory Services, LLC18,186$396.0K0.06%––
DuPont Capital Management Corp18,220$397.0K0.01%––
Jump Financial, LLC18,300$399.0K0.04%––
Advisory Services Network, LLC18,687$407.0K0.02%––
Capital Investment Counsel, Inc19,240$419.0K0.11%––
CIBC World Markets Corp19,694$429.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)19,903$434.0K0.00%––
OmniStar Financial Group, Inc.19,940$435.0K0.55%––
Sovarnum Capital L.P.20,000$436.0K0.33%––
AIA Group Ltd20,800$453.0K0.07%––
Quadrature Capital Ltd21,236$463.0K0.02%––
Teacher Retirement System of Texas21,664$472.0K0.00%––
HAP Trading, LLC22,233$485.0K0.06%––
Schonfeld Strategic Advisors LLC22,436$489.0K0.01%––
Lingohr & Partner Asset Management GmbH22,628$493.0K1.23%––
US Bancorp22,690$495.0K0.00%––
Archer Investment Corp22,800$497.0K0.20%––
Tuttle Tactical Management23,275$507.0K0.20%––
Acadian Asset Management LLC23,429$510.0K0.00%––
State of Wisconsin Investment Board23,421$511.0K0.00%––
ETF Managers Group, LLC23,994$523.0K0.01%––
O'Shaughnessy Asset Management, LLC24,690$538.0K0.01%––
ClariVest Asset Management LLC24,789$541.0K0.02%––
Seven Eight Capital, LP34,300$544.0K0.13%––
TSP Capital Management Group, LLC25,000$545.0K0.19%––
Standard Life Aberdeen plc25,532$557.0K0.00%––
Winton Group Ltd25,771$562.0K0.03%––
Occidental Asset Management, LLC25,990$567.0K0.17%––
Handelsbanken Fonder AB26,400$576.0K0.00%––
Prudential Financial Inc26,471$578.0K0.00%––
BI Asset Management Fondsmaeglerselskab A/S26,988$588.0K0.02%––
Wealthfront Advisers LLC27,501$600.0K0.00%––
Scotia Capital Inc.27,567$601.0K0.01%––
Advisor Group Holdings, Inc.27,988$611.0K0.00%––
Teachers Retirement System of the State of Kentucky28,200$615.0K0.01%––
State of Alaska, Department of Revenue28,737$626.0K0.01%––
Public Employees Retirement Association of Colorado29,907$652.0K0.00%––
Cairn Investment Group, Inc.29,905$652.0K0.54%––
Ashfield Capital Partners, LLC30,000$654.0K0.05%––
Northwestern Mutual Investment Management Company, LLC30,596$667.0K0.01%––
Mackay Shields LLC30,827$672.0K0.00%––
Ci Investments Inc.30,907$674.0K0.00%––
Parallax Volatility Advisers, L.P.30,921$674.0K0.01%––
Engineers Gate Manager LP31,490$686.0K0.03%––
Amalgamated Bank32,201$702.0K0.03%––
Group One Trading, L.P.32,581$710.0K0.02%––
Xponance, Inc.32,681$712.0K0.02%––
Voloridge Investment Management, LLC33,703$735.0K0.01%––
New Mexico Educational Retirement Board33,800$737.0K0.03%––
Sumitomo Mitsui Trust Holdings, Inc.34,300$748.0K0.00%––
Ontario Teachers Pension Plan Board34,693$756.0K0.01%––
Walleye Trading LLC34,990$763.0K0.03%––
Wolverine Trading, LLC35,048$764.0K0.01%––
Trilogy Capital Inc.35,533$775.0K0.06%––