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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 980,578 | $34.6M | 0.04% | −491,314−33.4% | Reduced |
| Morgan Stanley | 1,000,787 | $35.3M | 0.00% | −312,838−23.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,017,264 | $35.9M | 0.06% | −230,365−18.5% | Reduced |
| Artisan Partners Limited Partnership | 1,078,484 | $38.0M | 0.06% | −56,809−5.0% | Reduced |
| Los Angeles Capital Management LLC | 1,456,971 | $51.4M | 0.23% | +330,769+29.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,554,385 | $54.8M | 0.15% | +26,094+1.7% | Added |
| Pacer Advisors, Inc. | 1,582,723 | $55.8M | 0.24% | +712,400+81.9% | Added |
| Norges Bank | 1,608,862 | $56.7M | 0.01% | +18,263+1.1% | Added |
| Bank of America Corp | 1,755,748 | $61.9M | 0.01% | +589,048+50.5% | Added |
| Schroder Investment Management Group | 1,856,873 | $65.5M | 0.10% | +65,852+3.7% | Added |
| LSV Asset Management | 1,916,615 | $67.6M | 0.15% | −149,466−7.2% | Reduced |
| Bank of New York Mellon Corp | 2,071,490 | $73.0M | 0.02% | −43,063−2.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,143,412 | $75.6M | 0.44% | −18,204−0.8% | Reduced |
| Dimensional Fund Advisors LP | 2,170,429 | $76.5M | 0.03% | +77,897+3.7% | Added |
| Geode Capital Management, LLC | 2,231,856 | $78.7M | 0.01% | +91,986+4.3% | Added |
| AQR Capital Management LLC | 2,263,893 | $79.3M | 0.17% | +228,156+11.2% | Added |
| Northern Trust Corp | 2,288,937 | $80.7M | 0.02% | −60,262−2.6% | Reduced |
| Boston Partners | 3,487,351 | $122.9M | 0.17% | +3,487,351 | New |
| Charles Schwab Investment Management Inc | 3,624,385 | $127.8M | 0.04% | −287,663−7.4% | Reduced |
| Lazard Asset Management LLC | 5,109,506 | $180.1M | 0.24% | +2,065,389+67.8% | Added |
| State Street Corp | 5,667,831 | $201.4M | 0.01% | −1,152,078−16.9% | Reduced |
| Wellington Management Group LLP | 8,588,344 | $302.7M | 0.06% | +151,487+1.8% | Added |
| Vanguard Group Inc | 16,154,653 | $569.5M | 0.01% | −746,306−4.4% | Reduced |
| BlackRock Inc. | 18,564,742 | $654.4M | 0.02% | −1,516,117−7.6% | Reduced |
| FMR LLC | 22,837,684 | $805.0M | 0.07% | +3,679,366+19.2% | Added |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −337,748−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −229,375−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −201,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −190,199−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −123,530−100.0% | Sold out |
| Kestrel Investment Management Corp | 0 | $0 | 0.00% | −101,200−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −79,314−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −78,094−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −73,301−100.0% | Sold out |
| Mork Capital Management, LLC | 0 | $0 | 0.00% | −43,290−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −43,090−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −40,100−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −38,486−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −35,802−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −29,104−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −25,620−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −22,308−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −21,602−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −21,481−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −20,391−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,794−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −18,968−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −18,933−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −18,308−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −18,285−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −15,296−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,139−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,824−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −11,246−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,528−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −10,199−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,662−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −8,959−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −8,864−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −8,574−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −8,459−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −8,453−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −8,088−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −7,372−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −7,068−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −6,482−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −6,374−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −6,334−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −10,414−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Rain Capital Management, LLC | 0 | $0 | 0.00% | −5,617−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,364−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,003−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,597−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,356−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Estabrook Capital Management | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |