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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
BI Asset Management Fondsmaeglerselskab A/S26,988$588.0K0.02%––
Prudential Financial Inc26,471$578.0K0.00%––
Handelsbanken Fonder AB26,400$576.0K0.00%––
Occidental Asset Management, LLC25,990$567.0K0.17%––
Winton Group Ltd25,771$562.0K0.03%––
Standard Life Aberdeen plc25,532$557.0K0.00%––
TSP Capital Management Group, LLC25,000$545.0K0.19%––
Seven Eight Capital, LP34,300$544.0K0.13%––
ClariVest Asset Management LLC24,789$541.0K0.02%––
O'Shaughnessy Asset Management, LLC24,690$538.0K0.01%––
ETF Managers Group, LLC23,994$523.0K0.01%––
State of Wisconsin Investment Board23,421$511.0K0.00%––
Acadian Asset Management LLC23,429$510.0K0.00%––
Tuttle Tactical Management23,275$507.0K0.20%––
Archer Investment Corp22,800$497.0K0.20%––
US Bancorp22,690$495.0K0.00%––
Lingohr & Partner Asset Management GmbH22,628$493.0K1.23%––
Schonfeld Strategic Advisors LLC22,436$489.0K0.01%––
HAP Trading, LLC22,233$485.0K0.06%––
Teacher Retirement System of Texas21,664$472.0K0.00%––
Quadrature Capital Ltd21,236$463.0K0.02%––
AIA Group Ltd20,800$453.0K0.07%––
Sovarnum Capital L.P.20,000$436.0K0.33%––
OmniStar Financial Group, Inc.19,940$435.0K0.55%––
Zurcher Kantonalbank (Zurich Cantonalbank)19,903$434.0K0.00%––
CIBC World Markets Corp19,694$429.0K0.00%––
Capital Investment Counsel, Inc19,240$419.0K0.11%––
Advisory Services Network, LLC18,687$407.0K0.02%––
Jump Financial, LLC18,300$399.0K0.04%––
DuPont Capital Management Corp18,220$397.0K0.01%––
Capital Investment Advisory Services, LLC18,186$396.0K0.06%––
NJ State Employees Deferred Compensation Plan18,000$392.0K0.06%––
Cambridge Investment Research Advisors, Inc.17,338$378.0K0.00%––
Securian Asset Management, Inc17,287$377.0K0.01%––
Premier Asset Management LLC17,250$376.0K0.07%––
Cetera Investment Advisers16,991$370.0K0.01%––
Virtu Financial LLC16,816$367.0K0.03%––
Rockland Trust Co16,666$363.0K0.03%––
Cipher Capital LP16,159$352.0K0.04%––
PDT Partners, LLC16,147$352.0K0.03%––
Cubist Systematic Strategies, LLC16,140$352.0K0.00%––
Caxton Associates LP15,862$346.0K0.03%––
Pictet Asset Management Ltd15,600$340.0K0.00%––
The PNC Financial Services Group, Inc.15,084$330.0K0.00%––
RBF Capital, LLC15,000$327.0K0.02%––
ProShare Advisors LLC14,867$324.0K0.00%––
Legacy Bridge, LLC14,625$319.0K0.21%––
Maryland State Retirement & Pension System14,650$319.0K0.01%––
Chicago Trust Co NA14,500$316.0K0.11%––
Ceera Investments, LLC14,495$316.0K0.26%––
Crossmark Global Holdings, Inc.14,394$314.0K0.01%––
Alpha Omega Wealth Management LLC14,380$313.0K0.05%––
RSM US Wealth Management LLC14,182$313.0K0.02%––
Formidable Asset Management, LLC13,754$306.0K0.07%––
Brown Advisory Inc13,513$295.0K0.00%––
AMP Capital Investors Ltd13,421$293.0K0.00%––
Bartlett & Co. Wealth Management LLC13,200$291.2K0.01%––
Mariner, LLC13,240$289.0K0.00%––
Bartlett & Co. LLC13,200$288.0K0.01%––
Claret Asset Management Corp13,182$287.0K0.05%––
Bluefin Capital Management, LLC12,993$283.0K0.02%––
Profund Advisors LLC12,877$281.0K0.01%––
Kingsview Wealth Management, LLC12,467$278.0K0.02%––
Hancock Whitney Corp12,650$276.0K0.01%––
AlphaCrest Capital Management LLC12,592$275.0K0.02%––
Bridgewater Associates, LP12,234$267.0K0.00%––
Invst, LLC11,937$266.0K0.05%––
Vestmark Advisory Solutions, Inc.11,790$257.0K0.02%––
Capital Advisory Group Advisory Services, LLC11,679$255.0K0.10%––
Livforsakringsbolaget Skandia, Omsesidigt11,600$253.0K0.02%––
Sowell Financial Services LLC10,752$251.0K0.01%––
World Asset Management Inc10,772$240.0K0.02%––
Freestone Capital Holdings, LLC10,885$237.0K0.01%––
Gluskin Sheff & Assoc Inc10,640$232.0K0.01%––
Hennion & Walsh Asset Management, Inc.10,499$229.0K0.01%––
IFP Advisors, Inc10,256$226.0K0.00%––
Level Four Advisory Services, LLC10,306$225.0K0.02%––
Tower Research Capital LLC (TRC)10,114$221.0K0.00%––
Essex Financial Services, Inc.9,910$216.0K0.04%––
Sigma Planning Corp9,769$213.0K0.01%––
Occudo Quantitative Strategies LP9,747$212.0K0.05%––
Skandinaviska Enskilda Banken AB (publ)9,500$207.0K0.00%––
Utah Retirement Systems9,500$207.0K0.00%––
Fifth Third Bancorp9,447$206.0K0.00%––
Baird Financial Group, Inc.9,392$204.0K0.00%––
Panagora Asset Management Inc8,823$192.0K0.00%––
Rational Advisors LLC7,795$170.0K0.03%––
Salem Investment Counselors Inc5,922$129.0K0.01%––
Harbour Investments, Inc.5,647$123.0K0.00%––
AdvisorNet Financial, Inc4,940$108.0K0.01%––
Federation des caisses Desjardins du Quebec4,159$90.7K0.00%––
Valeo Financial Advisors, LLC3,740$82.0K0.00%––
Steward Partners Investment Advisory, LLC2,577$56.2K0.00%––
Huntington National Bank2,400$52.0K0.00%––
Bessemer Group Inc2,347$52.0K0.00%––
North Star Investment Management Corp.2,400$52.0K0.00%––
Silvant Capital Management LLC2,232$49.0K0.01%––
Meeder Asset Management Inc2,064$45.0K0.00%––
McIlrath & Eck, LLC2,060$45.0K0.02%––
AGF Investments LLC2,040$44.0K0.01%––