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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
BNP Paribas Arbitrage, SA215,190$4.69M0.01%––
Victory Capital Management Inc216,551$4.72M0.00%––
Susquehanna International Group, LLP226,775$4.94M0.01%––
New York State Teachers Retirement System232,523$5.07M0.01%––
Retirement Systems of Alabama239,404$5.22M0.02%––
Sound Income Strategies, LLC247,489$5.40M0.91%––
Financial Counselors Inc252,197$5.50M0.13%––
Citigroup Inc254,023$5.54M0.01%––
State Board of Administration of Florida Retirement System256,604$5.59M0.01%––
Credit Suisse AG261,603$5.70M0.00%––
Citadel Advisors LLC274,706$5.99M0.01%––
Foundry Partners, LLC291,305$6.35M0.21%––
Gilman Hill Asset Management, LLC292,448$6.38M1.77%––
Kestrel Investment Management Corp302,650$6.60M2.76%––
Alliancebernstein L.P.302,642$6.60M0.00%––
Quinn Opportunity Partners LLC321,000$7.00M0.44%––
Amundi Asset Management US, Inc.324,562$7.08M0.01%––
California State Teachers Retirement System328,187$7.15M0.01%––
Holocene Advisors, LP343,084$7.48M0.05%––
Invenomic Capital Management LP350,575$7.64M3.69%––
UBS Asset Management Americas Inc358,368$7.81M0.00%––
Barclays PLC370,847$8.08M0.01%––
Legal & General Group Plc390,993$8.52M0.00%––
American International Group, Inc.394,869$8.61M0.04%––
Miller Value Partners, LLC420,000$9.16M0.26%––
Swiss National Bank440,700$9.61M0.01%––
Advisors Asset Management, Inc.444,154$9.68M0.15%––
California Public Employees Retirement System469,083$10.2M0.01%––
Wells Fargo & Company479,692$10.5M0.00%––
Rhumbline Advisers505,711$11.0M0.01%––
PGGM Investments534,259$11.6M0.05%––
South Dakota Investment Council560,066$12.2M0.20%––
Portolan Capital Management, LLC627,325$13.7M1.07%––
UBS Group AG628,657$13.7M0.01%––
Fidelity National Financial, Inc.636,854$13.9M1.00%––
Thompson Siegel & Walmsley LLC675,451$14.7M0.21%––
Arrowstreet Capital, Limited Partnership681,060$14.8M0.02%––
Bank of America Corp705,724$15.4M0.00%––
First Trust Advisors LP713,505$15.6M0.02%––
JPMorgan Chase & Co757,466$16.5M0.00%––
Russell Investments Group, Ltd.770,747$16.8M0.03%––
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial770,894$16.8M0.59%––
Parametric Portfolio Associates LLC773,407$16.9M0.01%––
Ameriprise Financial Inc775,236$16.9M0.01%––
New York State Common Retirement Fund842,467$18.4M0.02%––
Invesco Ltd.851,061$18.6M0.00%––
Fulton Breakefield Broenniman LLC873,807$19.0M1.76%––
Millennium Management LLC889,507$19.4M0.03%––
Principal Financial Group Inc900,083$19.6M0.01%––
Wellington Management Group LLP905,824$19.7M0.00%––
Peregrine Capital Management LLC1,003,932$21.9M0.41%––
Charles Schwab Investment Management Inc1,039,921$22.7M0.01%––
Nuveen Asset Management, LLC1,048,859$22.9M0.01%––
Swedbank AB1,116,463$24.3M0.05%––
Squarepoint Ops LLC1,131,336$24.7M0.23%––
Man Group plc1,204,474$26.3M0.12%––
Goldman Sachs Group Inc1,272,660$27.7M0.01%––
Schroder Investment Management Group1,293,029$28.2M0.04%––
Morgan Stanley1,630,198$35.5M0.01%––
Dimensional Fund Advisors LP1,633,047$35.6M0.01%––
AQR Capital Management LLC1,646,129$35.6M0.06%––
LSV Asset Management1,635,233$35.6M0.06%––
Geode Capital Management, LLC2,196,348$47.9M0.01%––
Norges Bank2,198,414$47.9M0.01%––
Northern Trust Corp2,326,945$50.7M0.01%––
Hotchkis & Wiley Capital Management LLC2,416,590$52.7M0.16%––
D. E. Shaw & Co., Inc.2,508,585$54.7M0.07%––
Artisan Partners Limited Partnership2,843,096$62.0M0.08%––
FMR LLC3,437,538$74.9M0.01%––
Fuller & Thaler Asset Management, Inc.3,795,080$82.7M0.58%––
Franklin Resources Inc3,826,313$83.4M0.03%––
Bank of New York Mellon Corp4,167,777$90.9M0.02%––
Lazard Asset Management LLC6,470,572$141.1M0.17%––
State Street Corp6,877,469$151.6M0.01%––
Jupiter Asset Management Ltd12,563,697$274.0M2.69%––
BlackRock Inc.21,577,463$470.4M0.01%––
Vanguard Group Inc25,955,891$565.8M0.02%––