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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
M&T Bank Corp35,512$776.0K0.00%––
Creative Planning36,627$798.0K0.00%––
Grantham, Mayo, Van Otterloo & Co. LLC37,143$810.0K0.00%––
Commerce Bank37,951$827.0K0.01%––
Marshall Wace, LLP40,456$882.0K0.00%––
Metropolitan Life Insurance Co41,471$904.1K0.01%––
Prairiewood Capital, LLC41,667$908.0K0.83%––
Bank of Montreal40,459$912.0K0.00%––
Asset Management One Co.,Ltd.42,233$920.0K0.00%––
Paloma Partners Management Co42,681$930.0K0.03%––
Voce Capital Management LLC44,128$962.0K0.43%––
Bokf, NA45,219$985.0K0.02%––
Brookstone Capital Management45,442$991.0K0.04%––
Mirae Asset Global Investments Co., Ltd.45,503$992.0K0.00%––
Eaton Vance Management45,835$999.0K0.00%––
Argyle Capital Management Inc.45,950$1.00M0.34%––
D.A. Davidson & Co.46,809$1.02M0.01%––
Gamco Investors, Inc. Et Al47,056$1.03M0.01%––
QS Investors, LLC47,460$1.03M0.01%––
Louisiana State Employees Retirement System47,700$1.04M0.03%––
Federated Hermes, Inc.47,813$1.04M0.00%––
Macquarie Group Ltd48,047$1.05M0.00%––
Thrivent Financial for Lutherans48,761$1.06M0.00%––
Ameritas Investment Partners, Inc.50,692$1.10M0.04%––
HSBC Holdings PLC51,834$1.13M0.00%––
Weld Capital Management LLC52,929$1.15M0.49%––
Arizona State Retirement System56,153$1.22M0.01%––
Alberta Investment Management Corp56,800$1.24M0.01%––
SG Americas Securities, LLC57,690$1.26M0.01%––
Commonwealth Equity Services, LLC58,446$1.27M0.00%––
Oregon Public Employees Retirement Fund61,041$1.33M0.02%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys61,190$1.33M0.02%––
Auxier Asset Management62,702$1.37M0.24%––
Mork Capital Management, LLC64,500$1.41M1.07%––
Pacer Advisors, Inc.65,449$1.43M0.02%––
Treasurer of the State of North Carolina67,433$1.47M0.01%––
State of Michigan Retirement System67,900$1.48M0.01%––
American Century Companies Inc68,175$1.49M0.00%––
WBI Investments68,780$1.50M0.24%––
United Capital Financial Advisers, LLC68,938$1.50M0.01%––
Storebrand Asset Management AS69,283$1.51M0.01%––
Raymond James & Associates69,606$1.52M0.00%––
Ruffer LLP69,938$1.53M0.05%––
Edgestream Partners, L.P.70,522$1.54M0.09%––
Two Sigma Advisers, LP71,400$1.56M0.00%––
Hussman Strategic Advisors, Inc.72,000$1.57M0.32%––
Round Hill Asset Management72,404$1.58M0.84%––
Huber Capital Management LLC73,717$1.61M0.43%––
Boston Partners74,536$1.63M0.00%––
Nisa Investment Advisors, LLC75,360$1.64M0.01%––
LPL Financial LLC75,579$1.65M0.00%––
Convergence Investment Partners, LLC75,699$1.65M0.75%––
APG Asset Management N.V.89,400$1.66M0.00%––
Balyasny Asset Management LLC78,761$1.72M0.01%––
Truist Financial Corp78,986$1.72M0.00%––
Great West Life Assurance Co82,728$1.80M0.00%––
Virginia Retirement Systems Et Al83,700$1.82M0.02%––
Roosevelt Investment Group LLC85,000$1.85M0.12%––
Raymond James Financial Services Advisors, Inc.85,766$1.87M0.00%––
Price T Rowe Associates Inc86,340$1.88M0.00%––
AXA S.A.87,200$1.90M0.01%––
Jane Street Group, LLC89,783$1.96M0.01%––
Concorde Asset Management, LLC91,418$1.99M1.15%––
Davy Global Fund Management Ltd91,760$2.00M0.35%––
Range Financial Group LLC91,755$2.00M1.82%––
River & Mercantile Asset Management LLP93,360$2.04M0.12%––
MetLife Investment Management94,742$2.07M0.02%––
DekaBank Deutsche Girozentrale98,131$2.12M0.01%––
Public Employees Retirement System of Ohio97,651$2.13M0.01%––
Mercer Global Advisors Inc101,302$2.21M0.02%––
Envestnet Asset Management Inc102,737$2.24M0.00%––
Burney Co104,187$2.27M0.11%––
Deutsche Bank AG104,247$2.27M0.00%––
PEAK6 Investments LLC104,255$2.27M0.06%––
Blueshift Asset Management, LLC106,325$2.32M0.24%––
Comerica Bank109,180$2.42M0.01%––
Human Investing LLC114,472$2.50M0.64%––
State of New Jersey Common Pension Fund D121,924$2.66M0.01%––
Robeco Institutional Asset Management B.V.122,626$2.67M0.01%––
Mitsubishi UFJ Trust & Banking Corp168,900$2.68M0.01%––
Guggenheim Capital LLC125,436$2.73M0.02%––
Ninety One UK Ltd127,800$2.79M0.01%––
Ensign Peak Advisors, Inc129,842$2.83M0.01%––
Texas Permanent School Fund137,030$2.99M0.04%––
Redwood Investment Management, LLC138,029$3.01M0.57%––
Carolina Wealth Advisors, LLC139,598$3.04M2.22%––
Royal Bank of Canada144,521$3.15M0.00%––
Stifel Financial Corp148,257$3.23M0.01%––
Rings Capital Management LLC153,000$3.33M1.76%––
Alaska Permanent Fund Corp154,700$3.37M0.06%––
Mutual of America Capital Management LLC165,582$3.61M0.04%––
Los Angeles Capital Management LLC167,249$3.65M0.02%––
Employees Retirement System of Texas167,595$3.65M0.05%––
Gabelli Funds LLC177,500$3.87M0.03%––
SEI Investments Co239,365$3.94M0.01%––
Voya Investment Management LLC188,271$4.10M0.01%––
Clark Estates Inc195,000$4.25M0.54%––
Manufacturers Life Insurance Company, The205,937$4.49M0.00%––
Susquehanna Fundamental Investments, LLC211,280$4.61M0.08%––
Two Sigma Investments, LP211,425$4.61M0.01%––