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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 20,428 | $720.1K | 0.12% | +20,428 | New |
| Crawford Investment Counsel Inc | 20,592 | $725.9K | 0.02% | +3,570+21.0% | Added |
| Range Financial Group LLC | 20,633 | $727.3K | 0.48% | −670−3.1% | Reduced |
| Ethic Inc. | 20,764 | $731.9K | 0.03% | +9,444+83.4% | Added |
| US Bancorp | 20,867 | $735.6K | 0.00% | +127+0.6% | Added |
| Public Employees Retirement Association of Colorado | 20,909 | $737.0K | 0.00% | −1,212−5.5% | Reduced |
| State of Alaska, Department of Revenue | 20,968 | $739.0K | 0.01% | −795−3.7% | Reduced |
| Seven Eight Capital, LP | 21,050 | $742.0K | 0.15% | +21,050 | New |
| Mariner, LLC | 21,258 | $749.0K | 0.00% | −3,164−13.0% | Reduced |
| State of Wisconsin Investment Board | 21,484 | $757.3K | 0.00% | +1,545+7.7% | Added |
| Gallacher Capital Management LLC | 21,521 | $758.6K | 0.46% | +7,221+50.5% | Added |
| Ceera Investments, LLC | 21,749 | $766.7K | 0.49% | 00.0% | Unchanged |
| Quent Capital, LLC | 22,767 | $787.9K | 0.13% | +1,001+4.6% | Added |
| FORA Capital, LLC | 22,490 | $792.8K | 0.08% | +8,179+57.2% | Added |
| Ifrah Financial Services, Inc. | 22,548 | $794.8K | 0.25% | −425−1.8% | Reduced |
| Illinois Municipal Retirement Fund | 22,744 | $802.0K | 0.02% | +8,498+59.7% | Added |
| Wealthfront Advisers LLC | 22,753 | $802.0K | 0.00% | −597−2.6% | Reduced |
| Edgestream Partners, L.P. | 23,028 | $811.7K | 0.09% | −46,605−66.9% | Reduced |
| Point72 Asset Management, L.P. | 23,574 | $831.0K | 0.00% | +23,574 | New |
| National Bank of Canada | 24,204 | $843.3K | 0.00% | +70.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,424 | $860.9K | 0.00% | +1,272+5.5% | Added |
| OmniStar Financial Group, Inc. | 25,173 | $887.3K | 1.13% | +13,399+113.8% | Added |
| Atomi Financial Group, Inc. | 25,197 | $888.2K | 0.50% | +25,197 | New |
| Allspring Global Investments Holdings, LLC | 25,411 | $895.7K | 0.00% | −361,731−93.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,615 | $903.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 26,779 | $944.0K | 0.05% | +26,779 | New |
| Neuberger Berman Group LLC | 26,800 | $944.7K | 0.00% | +4,770+21.7% | Added |
| Ziegler Capital Management, LLC | 27,616 | $968.1K | 0.04% | +27,616 | New |
| Bridgefront Capital, LLC | 27,980 | $986.3K | 0.60% | +27,980 | New |
| ETF Managers Group, LLC | 28,128 | $991.5K | 0.03% | +419+1.5% | Added |
| Jefferies Financial Group Inc. | 28,155 | $992.5K | 0.02% | +28,155 | New |
| New Mexico Educational Retirement Board | 28,200 | $994.0K | 0.05% | +3,100+12.4% | Added |
| Handelsbanken Fonder AB | 28,700 | $1.01M | 0.01% | +9,100+46.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 28,712 | $1.01M | 0.03% | −62,072−68.4% | Reduced |
| Commonwealth Equity Services, LLC | 29,354 | $1.03M | 0.00% | +18,511+170.7% | Added |
| Barclays PLC | 29,795 | $1.05M | 0.00% | −91,049−75.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,579 | $1.08M | 0.27% | +4,793+18.6% | Added |
| Shilanski & Associates, Inc. | 31,565 | $1.09M | 0.49% | +729+2.4% | Added |
| Cerity Partners LLC | 31,899 | $1.12M | 0.01% | −505−1.6% | Reduced |
| PEAK6 Investments LLC | 32,382 | $1.14M | 0.07% | +32,382 | New |
| Xponance, Inc. | 32,916 | $1.16M | 0.02% | −333−1.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 33,183 | $1.17M | 0.22% | +14,741+79.9% | Added |
| Estate Counselors, LLC | 33,400 | $1.18M | 0.16% | +33,400 | New |
| Northwestern Mutual Investment Management Company, LLC | 33,783 | $1.19M | 0.03% | +19,395+134.8% | Added |
| Walleye Trading LLC | 33,837 | $1.19M | 0.04% | −35,431−51.2% | Reduced |
| Alps Advisors Inc | 35,375 | $1.25M | 0.01% | −9,081−20.4% | Reduced |
| Davy Global Fund Management Ltd | 35,690 | $1.26M | 0.24% | −6,668−15.7% | Reduced |
| Engineers Gate Manager LP | 36,033 | $1.27M | 0.05% | +9,867+37.7% | Added |
| Creative Planning | 36,078 | $1.27M | 0.00% | +2,095+6.2% | Added |
| Convergence Investment Partners, LLC | 36,122 | $1.27M | 0.75% | +90+0.2% | Added |
| Guggenheim Capital LLC | 37,464 | $1.32M | 0.01% | −5,998−13.8% | Reduced |
| Twinbeech Capital LP | 37,517 | $1.32M | 0.03% | −147,536−79.7% | Reduced |
| Cunning Capital Partners, LP | 37,575 | $1.32M | 0.90% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 37,600 | $1.32M | 0.01% | +14,300+61.4% | Added |
| State of Michigan Retirement System | 38,468 | $1.36M | 0.01% | −1,100−2.8% | Reduced |
| ING Groep NV | 38,600 | $1.36M | 0.01% | +38,600 | New |
| Ameritas Investment Partners, Inc. | 38,767 | $1.37M | 0.05% | −1,468−3.6% | Reduced |
| M&T Bank Corp | 38,839 | $1.37M | 0.01% | +1,533+4.1% | Added |
| Balyasny Asset Management LLC | 39,596 | $1.40M | 0.00% | +39,596 | New |
| Nordea Investment Management AB | 39,879 | $1.40M | 0.00% | −2,233−5.3% | Reduced |
| Gabelli Funds LLC | 40,000 | $1.41M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 40,187 | $1.42M | 0.00% | −20,597−33.9% | Reduced |
| Prudential Financial Inc | 38,601 | $1.42M | 0.00% | −20,612−34.8% | Reduced |
| Louisiana State Employees Retirement System | 40,400 | $1.42M | 0.04% | −1,200−2.9% | Reduced |
| Jump Financial, LLC | 40,438 | $1.43M | 0.06% | +40,438 | New |
| Cetera Investment Advisers | 41,222 | $1.45M | 0.01% | −1,172−2.8% | Reduced |
| SG Americas Securities, LLC | 41,438 | $1.46M | 0.02% | −792−1.9% | Reduced |
| Winton Group Ltd | 42,451 | $1.50M | 0.09% | +1,767+4.3% | Added |
| Argyle Capital Management Inc. | 44,150 | $1.56M | 0.55% | 00.0% | Unchanged |
| Summit Global Investments | 44,192 | $1.56M | 0.12% | +44,192 | New |
| Redwood Investment Management, LLC | 44,239 | $1.56M | 0.17% | +3,219+7.8% | Added |
| Bank of Montreal | 44,340 | $1.56M | 0.00% | +11,409+34.6% | Added |
| Oregon Public Employees Retirement Fund | 44,439 | $1.57M | 0.02% | −1,341−2.9% | Reduced |
| Ritholtz Wealth Management | 44,699 | $1.58M | 0.08% | −5,613−11.2% | Reduced |
| Arizona State Retirement System | 45,048 | $1.59M | 0.01% | −85−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 46,507 | $1.64M | 0.00% | −1,019−2.1% | Reduced |
| First Trust Advisors LP | 47,397 | $1.67M | 0.00% | −230,687−83.0% | Reduced |
| Franklin Resources Inc | 50,395 | $1.78M | 0.00% | −174,787−77.6% | Reduced |
| D.A. Davidson & Co. | 51,715 | $1.82M | 0.02% | −3,602−6.5% | Reduced |
| Hanlon Investment Management, Inc. | 51,778 | $1.83M | 0.54% | +801+1.6% | Added |
| Aigen Investment Management, LP | 51,949 | $1.83M | 0.25% | +51,949 | New |
| Canada Pension Plan Investment Board | 52,200 | $1.84M | 0.00% | +20,800+66.2% | Added |
| Commerce Bank | 52,614 | $1.85M | 0.01% | −329−0.6% | Reduced |
| Teacher Retirement System of Texas | 52,746 | $1.86M | 0.01% | −106,441−66.9% | Reduced |
| Rings Capital Management LLC | 53,000 | $1.87M | 1.98% | 00.0% | Unchanged |
| Human Investing LLC | 53,248 | $1.88M | 0.46% | −538−1.0% | Reduced |
| Auxier Asset Management | 53,747 | $1.89M | 0.33% | −335−0.6% | Reduced |
| Russell Investments Group, Ltd. | 56,412 | $1.99M | 0.00% | +280.0% | Added |
| Alberta Investment Management Corp | 56,800 | $2.00M | 0.02% | −86,683−60.4% | Reduced |
| Advisors Asset Management, Inc. | 57,241 | $2.02M | 0.04% | −104,550−64.6% | Reduced |
| Truist Financial Corp | 57,336 | $2.02M | 0.00% | −10,695−15.7% | Reduced |
| Intech Investment Management LLC | 58,133 | $2.05M | 0.02% | −18,878−24.5% | Reduced |
| Glenmede Trust Co NA | 58,251 | $2.05M | 0.01% | −2,660−4.4% | Reduced |
| Holocene Advisors, LP | 58,276 | $2.05M | 0.01% | +58,276 | New |
| APG Asset Management N.V. | 64,500 | $2.09M | 0.00% | −19,300−23.0% | Reduced |
| Prudential PLC | 59,410 | $2.09M | 0.02% | +59,410 | New |
| Quantedge Capital Pte Ltd | 60,546 | $2.13M | 0.83% | −91,200−60.1% | Reduced |
| Deutsche Bank AG | 63,497 | $2.24M | 0.00% | +2,580+4.2% | Added |
| Westpac Banking Corp | 67,045 | $2.36M | 0.03% | +9,637+16.8% | Added |
| Round Hill Asset Management | 68,102 | $2.40M | 1.50% | +150+0.2% | Added |