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H&R Block Inc

HRB
Exchange
NYSE
Industry
Services-Personal Services
SEC CIK
0000012659

In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 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
Human Investing LLC114,472$2.50M0.64%––
Comerica Bank109,180$2.42M0.01%––
Blueshift Asset Management, LLC106,325$2.32M0.24%––
PEAK6 Investments LLC104,255$2.27M0.06%––
Deutsche Bank AG104,247$2.27M0.00%––
Burney Co104,187$2.27M0.11%––
Envestnet Asset Management Inc102,737$2.24M0.00%––
Mercer Global Advisors Inc101,302$2.21M0.02%––
Public Employees Retirement System of Ohio97,651$2.13M0.01%––
DekaBank Deutsche Girozentrale98,131$2.12M0.01%––
MetLife Investment Management94,742$2.07M0.02%––
River & Mercantile Asset Management LLP93,360$2.04M0.12%––
Davy Global Fund Management Ltd91,760$2.00M0.35%––
Range Financial Group LLC91,755$2.00M1.82%––
Concorde Asset Management, LLC91,418$1.99M1.15%––
Jane Street Group, LLC89,783$1.96M0.01%––
AXA S.A.87,200$1.90M0.01%––
Price T Rowe Associates Inc86,340$1.88M0.00%––
Raymond James Financial Services Advisors, Inc.85,766$1.87M0.00%––
Roosevelt Investment Group LLC85,000$1.85M0.12%––
Virginia Retirement Systems Et Al83,700$1.82M0.02%––
Great West Life Assurance Co82,728$1.80M0.00%––
Truist Financial Corp78,986$1.72M0.00%––
Balyasny Asset Management LLC78,761$1.72M0.01%––
APG Asset Management N.V.89,400$1.66M0.00%––
Convergence Investment Partners, LLC75,699$1.65M0.75%––
LPL Financial LLC75,579$1.65M0.00%––
Nisa Investment Advisors, LLC75,360$1.64M0.01%––
Boston Partners74,536$1.63M0.00%––
Huber Capital Management LLC73,717$1.61M0.43%––
Round Hill Asset Management72,404$1.58M0.84%––
Hussman Strategic Advisors, Inc.72,000$1.57M0.32%––
Two Sigma Advisers, LP71,400$1.56M0.00%––
Edgestream Partners, L.P.70,522$1.54M0.09%––
Ruffer LLP69,938$1.53M0.05%––
Raymond James & Associates69,606$1.52M0.00%––
Storebrand Asset Management AS69,283$1.51M0.01%––
United Capital Financial Advisers, LLC68,938$1.50M0.01%––
WBI Investments68,780$1.50M0.24%––
American Century Companies Inc68,175$1.49M0.00%––
State of Michigan Retirement System67,900$1.48M0.01%––
Treasurer of the State of North Carolina67,433$1.47M0.01%––
Pacer Advisors, Inc.65,449$1.43M0.02%––
Mork Capital Management, LLC64,500$1.41M1.07%––
Auxier Asset Management62,702$1.37M0.24%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys61,190$1.33M0.02%––
Oregon Public Employees Retirement Fund61,041$1.33M0.02%––
Commonwealth Equity Services, LLC58,446$1.27M0.00%––
SG Americas Securities, LLC57,690$1.26M0.01%––
Alberta Investment Management Corp56,800$1.24M0.01%––
Arizona State Retirement System56,153$1.22M0.01%––
Weld Capital Management LLC52,929$1.15M0.49%––
HSBC Holdings PLC51,834$1.13M0.00%––
Ameritas Investment Partners, Inc.50,692$1.10M0.04%––
Thrivent Financial for Lutherans48,761$1.06M0.00%––
Macquarie Group Ltd48,047$1.05M0.00%––
Federated Hermes, Inc.47,813$1.04M0.00%––
Louisiana State Employees Retirement System47,700$1.04M0.03%––
QS Investors, LLC47,460$1.03M0.01%––
Gamco Investors, Inc. Et Al47,056$1.03M0.01%––
D.A. Davidson & Co.46,809$1.02M0.01%––
Argyle Capital Management Inc.45,950$1.00M0.34%––
Eaton Vance Management45,835$999.0K0.00%––
Mirae Asset Global Investments Co., Ltd.45,503$992.0K0.00%––
Brookstone Capital Management45,442$991.0K0.04%––
Bokf, NA45,219$985.0K0.02%––
Voce Capital Management LLC44,128$962.0K0.43%––
Paloma Partners Management Co42,681$930.0K0.03%––
Asset Management One Co.,Ltd.42,233$920.0K0.00%––
Bank of Montreal40,459$912.0K0.00%––
Prairiewood Capital, LLC41,667$908.0K0.83%––
Metropolitan Life Insurance Co41,471$904.1K0.01%––
Marshall Wace, LLP40,456$882.0K0.00%––
Commerce Bank37,951$827.0K0.01%––
Grantham, Mayo, Van Otterloo & Co. LLC37,143$810.0K0.00%––
Creative Planning36,627$798.0K0.00%––
M&T Bank Corp35,512$776.0K0.00%––
Trilogy Capital Inc.35,533$775.0K0.06%––
Wolverine Trading, LLC35,048$764.0K0.01%––
Walleye Trading LLC34,990$763.0K0.03%––
Ontario Teachers Pension Plan Board34,693$756.0K0.01%––
Sumitomo Mitsui Trust Holdings, Inc.34,300$748.0K0.00%––
New Mexico Educational Retirement Board33,800$737.0K0.03%––
Voloridge Investment Management, LLC33,703$735.0K0.01%––
Xponance, Inc.32,681$712.0K0.02%––
Group One Trading, L.P.32,581$710.0K0.02%––
Amalgamated Bank32,201$702.0K0.03%––
Engineers Gate Manager LP31,490$686.0K0.03%––
Ci Investments Inc.30,907$674.0K0.00%––
Parallax Volatility Advisers, L.P.30,921$674.0K0.01%––
Mackay Shields LLC30,827$672.0K0.00%––
Northwestern Mutual Investment Management Company, LLC30,596$667.0K0.01%––
Ashfield Capital Partners, LLC30,000$654.0K0.05%––
Public Employees Retirement Association of Colorado29,907$652.0K0.00%––
Cairn Investment Group, Inc.29,905$652.0K0.54%––
State of Alaska, Department of Revenue28,737$626.0K0.01%––
Teachers Retirement System of the State of Kentucky28,200$615.0K0.01%––
Advisor Group Holdings, Inc.27,988$611.0K0.00%––
Scotia Capital Inc.27,567$601.0K0.01%––
Wealthfront Advisers LLC27,501$600.0K0.00%––