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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 68,586 | $2.42M | 0.02% | −1,353−1.9% | Reduced |
| Mercer Global Advisors Inc | 68,603 | $2.42M | 0.01% | −3,929−5.4% | Reduced |
| PGGM Investments | 71,448 | $2.52M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 71,525 | $2.52M | 0.00% | −6,173−7.9% | Reduced |
| Empowered Funds, LLC | 73,276 | $2.58M | 0.15% | −9,606−11.6% | Reduced |
| Janus Henderson Group PLC | 73,706 | $2.60M | 0.00% | +41,892+131.7% | Added |
| Massachusetts Financial Services Co | 73,761 | $2.60M | 0.00% | +28,942+64.6% | Added |
| Virginia Retirement Systems Et Al | 75,700 | $2.67M | 0.03% | +1,400+1.9% | Added |
| Tectonic Advisors LLC | 75,971 | $2.68M | 0.37% | +16,007+26.7% | Added |
| Toroso Investments, LLC | 76,967 | $2.71M | 0.09% | −15,088−16.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 77,500 | $2.73M | 0.43% | +58,900+316.7% | Added |
| Jane Street Group, LLC | 78,299 | $2.76M | 0.00% | +18,714+31.4% | Added |
| Dynamic Technology Lab Private Ltd | 78,455 | $2.77M | 0.26% | +6,514+9.1% | Added |
| Ergoteles LLC | 80,538 | $2.84M | 0.11% | +80,538 | New |
| Yousif Capital Management, LLC | 81,237 | $2.86M | 0.04% | −2,695−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 83,322 | $2.94M | 0.07% | −9,140−9.9% | Reduced |
| ExodusPoint Capital Management, LP | 83,394 | $2.94M | 0.03% | +83,394 | New |
| Nomura Asset Management Co Ltd | 83,670 | $2.95M | 0.02% | −770−0.9% | Reduced |
| Price T Rowe Associates Inc | 84,352 | $2.98M | 0.00% | +1,160+1.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 86,316 | $3.04M | 0.19% | +13,544+18.6% | Added |
| DekaBank Deutsche Girozentrale | 89,458 | $3.07M | 0.01% | +43,510+94.7% | Added |
| Treasurer of the State of North Carolina | 88,356 | $3.12M | 0.02% | −1,183−1.3% | Reduced |
| State of New Jersey Common Pension Fund D | 89,044 | $3.14M | 0.01% | −3,759−4.1% | Reduced |
| Occudo Quantitative Strategies LP | 89,371 | $3.15M | 0.29% | +89,371 | New |
| Federated Hermes, Inc. | 89,569 | $3.16M | 0.01% | −1,364−1.5% | Reduced |
| Agf Management Ltd | 92,746 | $3.27M | 0.02% | +92,746 | New |
| Public Employees Retirement System of Ohio | 96,487 | $3.40M | 0.01% | +7,128+8.0% | Added |
| Mackenzie Financial Corp | 98,225 | $3.46M | 0.01% | +84,129+596.8% | Added |
| MetLife Investment Management | 98,385 | $3.47M | 0.02% | −4,600−4.5% | Reduced |
| Citigroup Inc | 106,279 | $3.75M | 0.01% | −6,611−5.9% | Reduced |
| South Dakota Investment Council | 109,970 | $3.88M | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 114,971 | $4.05M | 0.00% | +7,192+6.7% | Added |
| Ontario Teachers Pension Plan Board | 116,798 | $4.12M | 0.04% | +45,202+63.1% | Added |
| Amalgamated Bank | 117,187 | $4.13M | 0.04% | −15,445−11.6% | Reduced |
| Bridgewater Associates, LP | 117,236 | $4.13M | 0.03% | −20,800−15.1% | Reduced |
| Manufacturers Life Insurance Company, The | 118,165 | $4.17M | 0.00% | −7,402−5.9% | Reduced |
| Mutual of America Capital Management LLC | 122,596 | $4.32M | 0.05% | −5,156−4.0% | Reduced |
| Raymond James & Associates | 129,104 | $4.55M | 0.00% | +64,822+100.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 134,808 | $4.75M | 0.01% | −124,768−48.1% | Reduced |
| Texas Permanent School Fund | 136,562 | $4.81M | 0.05% | +32,043+30.7% | Added |
| CI Private Wealth, LLC | 141,381 | $4.98M | 0.01% | +1,548+1.1% | Added |
| Ensign Peak Advisors, Inc | 148,465 | $5.23M | 0.01% | −25,670−14.7% | Reduced |
| Nisa Investment Advisors, LLC | 150,000 | $5.29M | 0.04% | +31,897+27.0% | Added |
| Rodgers Brothers Inc. | 150,450 | $5.30M | 1.02% | +750+0.5% | Added |
| Wells Fargo & Company | 154,700 | $5.45M | 0.00% | −8,578−5.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,390 | $5.79M | 0.03% | +137,900+520.6% | Added |
| Great West Life Assurance Co | 171,691 | $6.05M | 0.02% | −2,590−1.5% | Reduced |
| New York State Common Retirement Fund | 176,106 | $6.21M | 0.01% | −45,813−20.6% | Reduced |
| Dorsey Wright & Associates | 177,053 | $6.24M | 1.89% | −27,911−13.6% | Reduced |
| HSBC Holdings PLC | 179,124 | $6.29M | 0.01% | −453,950−71.7% | Reduced |
| Envestnet Asset Management Inc | 413,952 | $6.42M | 0.00% | +226,892+121.3% | Added |
| Tudor Investment Corp Et Al | 185,384 | $6.54M | 0.12% | −20,137−9.8% | Reduced |
| Millennium Management LLC | 186,742 | $6.58M | 0.01% | +151,244+426.1% | Added |
| State Board of Administration of Florida Retirement System | 192,763 | $6.79M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 195,631 | $6.90M | 0.01% | +7,030+3.7% | Added |
| Credit Suisse AG | 197,635 | $6.97M | 0.01% | +8,327+4.4% | Added |
| Financial Counselors Inc | 200,365 | $7.06M | 0.15% | −333−0.2% | Reduced |
| California State Teachers Retirement System | 203,154 | $7.16M | 0.01% | −8,086−3.8% | Reduced |
| New York State Teachers Retirement System | 207,836 | $7.33M | 0.02% | −23,257−10.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 107,657 | $7.37M | 0.23% | +47,307+78.4% | Added |
| Man Group plc | – | $7.41M | 0.03% | – | – |
| Allianz Asset Management GmbH | 211,476 | $7.45M | 0.02% | +44,795+26.9% | Added |
| Swedbank AB | 215,968 | $7.61M | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 216,308 | $7.62M | 0.00% | −16,350−7.0% | Reduced |
| American International Group, Inc. | 235,565 | $8.30M | 0.05% | −7,211−3.0% | Reduced |
| Ibex Wealth Advisors | 235,994 | $8.32M | 2.16% | +886+0.4% | Added |
| HRT Financial LP | 237,814 | $8.38M | 0.10% | +237,814 | New |
| Candriam Luxembourg S.C.A. | 258,483 | $8.39M | 0.06% | +4,860+1.9% | Added |
| Macquarie Group Ltd | 244,213 | $8.61M | 0.01% | −363,475−59.8% | Reduced |
| SEI Investments Co | 244,435 | $8.62M | 0.02% | +19,468+8.7% | Added |
| Legal & General Group Plc | 247,930 | $8.74M | 0.00% | −5,148−2.0% | Reduced |
| Royal Bank of Canada | 250,143 | $8.82M | 0.00% | +4,165+1.7% | Added |
| Sound Income Strategies, LLC | 256,702 | $9.05M | 0.98% | +25,054+10.8% | Added |
| O'Shaughnessy Asset Management, LLC | 289,700 | $10.2M | 0.16% | −115,555−28.5% | Reduced |
| Retirement Systems of Alabama | 302,867 | $10.7M | 0.05% | +21,256+7.5% | Added |
| Lodge Hill Capital, LLC | 305,000 | $10.8M | 4.08% | +60,000+24.5% | Added |
| Swiss National Bank | 335,500 | $11.8M | 0.01% | −50,800−13.2% | Reduced |
| California Public Employees Retirement System | 339,028 | $12.0M | 0.01% | −66,165−16.3% | Reduced |
| American Century Companies Inc | 341,693 | $12.0M | 0.01% | −326,742−48.9% | Reduced |
| Storebrand Asset Management AS | 351,952 | $12.4M | 0.06% | +29,749+9.2% | Added |
| Voya Investment Management LLC | 382,123 | $13.5M | 0.01% | +120,979+46.3% | Added |
| Victory Capital Management Inc | 403,839 | $14.2M | 0.02% | −197,155−32.8% | Reduced |
| UBS Asset Management Americas Inc | 445,997 | $15.7M | 0.01% | −32,029−6.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 486,497 | $17.1M | 1.47% | +2390.0% | Added |
| Rhumbline Advisers | 519,020 | $18.3M | 0.02% | +1,420+0.3% | Added |
| Qube Research & Technologies Ltd | 522,509 | $18.4M | 0.11% | −815,528−60.9% | Reduced |
| Principal Financial Group Inc | 603,591 | $21.3M | 0.02% | −10,562−1.7% | Reduced |
| Royce & Associates LP | 629,887 | $22.2M | 0.22% | −118,945−15.9% | Reduced |
| UBS Group AG | 630,019 | $22.2M | 0.01% | +235,377+59.6% | Added |
| Nuveen Asset Management, LLC | 636,358 | $22.4M | 0.01% | −21,761−3.3% | Reduced |
| Voloridge Investment Management, LLC | 652,943 | $23.0M | 0.11% | −86,642−11.7% | Reduced |
| JPMorgan Chase & Co | 676,978 | $23.9M | 0.00% | +53,054+8.5% | Added |
| Goldman Sachs Group Inc | 769,540 | $27.1M | 0.01% | −674,610−46.7% | Reduced |
| NewEdge Wealth, LLC | 776,343 | $27.4M | 1.04% | +60,519+8.5% | Added |
| Ameriprise Financial Inc | 788,135 | $27.8M | 0.01% | +96,284+13.9% | Added |
| HighTower Advisors, LLC | 825,455 | $29.1M | 0.06% | +128,999+18.5% | Added |
| Citadel Advisors LLC | 835,892 | $29.5M | 0.03% | +816,656+4,245.5% | Added |
| Wedge Capital Management L L P | 848,587 | $29.9M | 0.50% | −47,540−5.3% | Reduced |
| Jupiter Asset Management Ltd | 880,000 | $31.0M | 0.43% | −180,000−17.0% | Reduced |
| Invesco Ltd. | 964,119 | $34.0M | 0.01% | −390,882−28.8% | Reduced |