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 2023
Institutional positions in H&R Block Inc as of Mar 31, 2023. 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
- 425
- −25 vs. Q4 2022
- Shares held
- 143.8M
- +519.9K (+0.4%) vs. Q4 2022
- Total value
- $5.07B
- −$161.1M (−3.1%) vs. Q4 2022
- New holders
- 49
- 141 more added
- Sold out
- 74
- 165 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 544 | $4.87B |
| Q1 2026 | 490 | $3.86B |
| Q4 2025 | 508 | $5.12B |
| Q3 2025 | 544 | $5.93B |
| Q2 2025 | 563 | $6.79B |
| Q1 2025 | 564 | $7.00B |
| Q4 2024 | 552 | $6.68B |
| Q3 2024 | 544 | $7.92B |
| Q2 2024 | 498 | $6.85B |
| Q1 2024 | 480 | $6.29B |
| Q4 2023 | 469 | $6.11B |
| Q3 2023 | 413 | $5.72B |
| Q2 2023 | 399 | $4.32B |
| Q1 2023 | 425 | $5.07B |
| Q4 2022 | 455 | $5.24B |
| Q3 2022 | 461 | $5.87B |
| Q2 2022 | 437 | $4.93B |
| Q1 2022 | 388 | $3.63B |
| Q4 2021 | 391 | $3.39B |
| Q3 2021 | 398 | $3.74B |
| Q2 2021 | 393 | $3.59B |
| Q1 2021 | 377 | $3.37B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 22,837,684 | $805.0M | 0.07% | +3,679,366+19.2% | Added |
| BlackRock Inc. | 18,564,742 | $654.4M | 0.02% | −1,516,117−7.6% | Reduced |
| Vanguard Group Inc | 16,154,653 | $569.5M | 0.01% | −746,306−4.4% | Reduced |
| Wellington Management Group LLP | 8,588,344 | $302.7M | 0.06% | +151,487+1.8% | Added |
| State Street Corp | 5,667,831 | $201.4M | 0.01% | −1,152,078−16.9% | Reduced |
| Lazard Asset Management LLC | 5,109,506 | $180.1M | 0.24% | +2,065,389+67.8% | Added |
| Charles Schwab Investment Management Inc | 3,624,385 | $127.8M | 0.04% | −287,663−7.4% | Reduced |
| Boston Partners | 3,487,351 | $122.9M | 0.17% | +3,487,351 | New |
| Northern Trust Corp | 2,288,937 | $80.7M | 0.02% | −60,262−2.6% | Reduced |
| AQR Capital Management LLC | 2,263,893 | $79.3M | 0.17% | +228,156+11.2% | Added |
| Geode Capital Management, LLC | 2,231,856 | $78.7M | 0.01% | +91,986+4.3% | Added |
| Dimensional Fund Advisors LP | 2,170,429 | $76.5M | 0.03% | +77,897+3.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,143,412 | $75.6M | 0.44% | −18,204−0.8% | Reduced |
| Bank of New York Mellon Corp | 2,071,490 | $73.0M | 0.02% | −43,063−2.0% | Reduced |
| LSV Asset Management | 1,916,615 | $67.6M | 0.15% | −149,466−7.2% | Reduced |
| Schroder Investment Management Group | 1,856,873 | $65.5M | 0.10% | +65,852+3.7% | Added |
| Bank of America Corp | 1,755,748 | $61.9M | 0.01% | +589,048+50.5% | Added |
| Norges Bank | 1,608,862 | $56.7M | 0.01% | +18,263+1.1% | Added |
| Pacer Advisors, Inc. | 1,582,723 | $55.8M | 0.24% | +712,400+81.9% | Added |
| Robeco Institutional Asset Management B.V. | 1,554,385 | $54.8M | 0.15% | +26,094+1.7% | Added |
| Los Angeles Capital Management LLC | 1,456,971 | $51.4M | 0.23% | +330,769+29.4% | Added |
| Artisan Partners Limited Partnership | 1,078,484 | $38.0M | 0.06% | −56,809−5.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,017,264 | $35.9M | 0.06% | −230,365−18.5% | Reduced |
| Morgan Stanley | 1,000,787 | $35.3M | 0.00% | −312,838−23.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 980,578 | $34.6M | 0.04% | −491,314−33.4% | Reduced |
| Invesco Ltd. | 964,119 | $34.0M | 0.01% | −390,882−28.8% | Reduced |
| Jupiter Asset Management Ltd | 880,000 | $31.0M | 0.43% | −180,000−17.0% | Reduced |
| Wedge Capital Management L L P | 848,587 | $29.9M | 0.50% | −47,540−5.3% | Reduced |
| Citadel Advisors LLC | 835,892 | $29.5M | 0.03% | +816,656+4,245.5% | Added |
| HighTower Advisors, LLC | 825,455 | $29.1M | 0.06% | +128,999+18.5% | Added |
| Ameriprise Financial Inc | 788,135 | $27.8M | 0.01% | +96,284+13.9% | Added |
| NewEdge Wealth, LLC | 776,343 | $27.4M | 1.04% | +60,519+8.5% | Added |
| Goldman Sachs Group Inc | 769,540 | $27.1M | 0.01% | −674,610−46.7% | Reduced |
| JPMorgan Chase & Co | 676,978 | $23.9M | 0.00% | +53,054+8.5% | Added |
| Voloridge Investment Management, LLC | 652,943 | $23.0M | 0.11% | −86,642−11.7% | Reduced |
| Nuveen Asset Management, LLC | 636,358 | $22.4M | 0.01% | −21,761−3.3% | Reduced |
| UBS Group AG | 630,019 | $22.2M | 0.01% | +235,377+59.6% | Added |
| Royce & Associates LP | 629,887 | $22.2M | 0.22% | −118,945−15.9% | Reduced |
| Principal Financial Group Inc | 603,591 | $21.3M | 0.02% | −10,562−1.7% | Reduced |
| Qube Research & Technologies Ltd | 522,509 | $18.4M | 0.11% | −815,528−60.9% | Reduced |
| Rhumbline Advisers | 519,020 | $18.3M | 0.02% | +1,420+0.3% | Added |
| Fulton Breakefield Broenniman LLC | 486,497 | $17.1M | 1.47% | +2390.0% | Added |
| UBS Asset Management Americas Inc | 445,997 | $15.7M | 0.01% | −32,029−6.7% | Reduced |
| Victory Capital Management Inc | 403,839 | $14.2M | 0.02% | −197,155−32.8% | Reduced |
| Voya Investment Management LLC | 382,123 | $13.5M | 0.01% | +120,979+46.3% | Added |
| Storebrand Asset Management AS | 351,952 | $12.4M | 0.06% | +29,749+9.2% | Added |
| American Century Companies Inc | 341,693 | $12.0M | 0.01% | −326,742−48.9% | Reduced |
| California Public Employees Retirement System | 339,028 | $12.0M | 0.01% | −66,165−16.3% | Reduced |
| Swiss National Bank | 335,500 | $11.8M | 0.01% | −50,800−13.2% | Reduced |
| Lodge Hill Capital, LLC | 305,000 | $10.8M | 4.08% | +60,000+24.5% | Added |
| Retirement Systems of Alabama | 302,867 | $10.7M | 0.05% | +21,256+7.5% | Added |
| O'Shaughnessy Asset Management, LLC | 289,700 | $10.2M | 0.16% | −115,555−28.5% | Reduced |
| Sound Income Strategies, LLC | 256,702 | $9.05M | 0.98% | +25,054+10.8% | Added |
| Royal Bank of Canada | 250,143 | $8.82M | 0.00% | +4,165+1.7% | Added |
| Legal & General Group Plc | 247,930 | $8.74M | 0.00% | −5,148−2.0% | Reduced |
| SEI Investments Co | 244,435 | $8.62M | 0.02% | +19,468+8.7% | Added |
| Macquarie Group Ltd | 244,213 | $8.61M | 0.01% | −363,475−59.8% | Reduced |
| Candriam Luxembourg S.C.A. | 258,483 | $8.39M | 0.06% | +4,860+1.9% | Added |
| HRT Financial LP | 237,814 | $8.38M | 0.10% | +237,814 | New |
| Ibex Wealth Advisors | 235,994 | $8.32M | 2.16% | +886+0.4% | Added |
| American International Group, Inc. | 235,565 | $8.30M | 0.05% | −7,211−3.0% | Reduced |
| Alliancebernstein L.P. | 216,308 | $7.62M | 0.00% | −16,350−7.0% | Reduced |
| Swedbank AB | 215,968 | $7.61M | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 211,476 | $7.45M | 0.02% | +44,795+26.9% | Added |
| Man Group plc | – | $7.41M | 0.03% | – | – |
| Sumitomo Mitsui Financial Group, Inc. | 107,657 | $7.37M | 0.23% | +47,307+78.4% | Added |
| New York State Teachers Retirement System | 207,836 | $7.33M | 0.02% | −23,257−10.1% | Reduced |
| California State Teachers Retirement System | 203,154 | $7.16M | 0.01% | −8,086−3.8% | Reduced |
| Financial Counselors Inc | 200,365 | $7.06M | 0.15% | −333−0.2% | Reduced |
| Credit Suisse AG | 197,635 | $6.97M | 0.01% | +8,327+4.4% | Added |
| Stifel Financial Corp | 195,631 | $6.90M | 0.01% | +7,030+3.7% | Added |
| State Board of Administration of Florida Retirement System | 192,763 | $6.79M | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 186,742 | $6.58M | 0.01% | +151,244+426.1% | Added |
| Tudor Investment Corp Et Al | 185,384 | $6.54M | 0.12% | −20,137−9.8% | Reduced |
| Envestnet Asset Management Inc | 413,952 | $6.42M | 0.00% | +226,892+121.3% | Added |
| HSBC Holdings PLC | 179,124 | $6.29M | 0.01% | −453,950−71.7% | Reduced |
| Dorsey Wright & Associates | 177,053 | $6.24M | 1.89% | −27,911−13.6% | Reduced |
| New York State Common Retirement Fund | 176,106 | $6.21M | 0.01% | −45,813−20.6% | Reduced |
| Great West Life Assurance Co | 171,691 | $6.05M | 0.02% | −2,590−1.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,390 | $5.79M | 0.03% | +137,900+520.6% | Added |
| Wells Fargo & Company | 154,700 | $5.45M | 0.00% | −8,578−5.3% | Reduced |
| Rodgers Brothers Inc. | 150,450 | $5.30M | 1.02% | +750+0.5% | Added |
| Nisa Investment Advisors, LLC | 150,000 | $5.29M | 0.04% | +31,897+27.0% | Added |
| Ensign Peak Advisors, Inc | 148,465 | $5.23M | 0.01% | −25,670−14.7% | Reduced |
| CI Private Wealth, LLC | 141,381 | $4.98M | 0.01% | +1,548+1.1% | Added |
| Texas Permanent School Fund | 136,562 | $4.81M | 0.05% | +32,043+30.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 134,808 | $4.75M | 0.01% | −124,768−48.1% | Reduced |
| Raymond James & Associates | 129,104 | $4.55M | 0.00% | +64,822+100.8% | Added |
| Mutual of America Capital Management LLC | 122,596 | $4.32M | 0.05% | −5,156−4.0% | Reduced |
| Manufacturers Life Insurance Company, The | 118,165 | $4.17M | 0.00% | −7,402−5.9% | Reduced |
| Bridgewater Associates, LP | 117,236 | $4.13M | 0.03% | −20,800−15.1% | Reduced |
| Amalgamated Bank | 117,187 | $4.13M | 0.04% | −15,445−11.6% | Reduced |
| Ontario Teachers Pension Plan Board | 116,798 | $4.12M | 0.04% | +45,202+63.1% | Added |
| LPL Financial LLC | 114,971 | $4.05M | 0.00% | +7,192+6.7% | Added |
| South Dakota Investment Council | 109,970 | $3.88M | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 106,279 | $3.75M | 0.01% | −6,611−5.9% | Reduced |
| MetLife Investment Management | 98,385 | $3.47M | 0.02% | −4,600−4.5% | Reduced |
| Mackenzie Financial Corp | 98,225 | $3.46M | 0.01% | +84,129+596.8% | Added |
| Public Employees Retirement System of Ohio | 96,487 | $3.40M | 0.01% | +7,128+8.0% | Added |
| Agf Management Ltd | 92,746 | $3.27M | 0.02% | +92,746 | New |