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 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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 89,569 | $3.16M | 0.01% | −1,364−1.5% | Reduced |
| Occudo Quantitative Strategies LP | 89,371 | $3.15M | 0.29% | +89,371 | New |
| State of New Jersey Common Pension Fund D | 89,044 | $3.14M | 0.01% | −3,759−4.1% | Reduced |
| Treasurer of the State of North Carolina | 88,356 | $3.12M | 0.02% | −1,183−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 89,458 | $3.07M | 0.01% | +43,510+94.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 86,316 | $3.04M | 0.19% | +13,544+18.6% | Added |
| Price T Rowe Associates Inc | 84,352 | $2.98M | 0.00% | +1,160+1.4% | Added |
| Nomura Asset Management Co Ltd | 83,670 | $2.95M | 0.02% | −770−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 83,394 | $2.94M | 0.03% | +83,394 | New |
| Crossmark Global Holdings, Inc. | 83,322 | $2.94M | 0.07% | −9,140−9.9% | Reduced |
| Yousif Capital Management, LLC | 81,237 | $2.86M | 0.04% | −2,695−3.2% | Reduced |
| Ergoteles LLC | 80,538 | $2.84M | 0.11% | +80,538 | New |
| Dynamic Technology Lab Private Ltd | 78,455 | $2.77M | 0.26% | +6,514+9.1% | Added |
| Jane Street Group, LLC | 78,299 | $2.76M | 0.00% | +18,714+31.4% | Added |
| Hussman Strategic Advisors, Inc. | 77,500 | $2.73M | 0.43% | +58,900+316.7% | Added |
| Toroso Investments, LLC | 76,967 | $2.71M | 0.09% | −15,088−16.4% | Reduced |
| Tectonic Advisors LLC | 75,971 | $2.68M | 0.37% | +16,007+26.7% | Added |
| Virginia Retirement Systems Et Al | 75,700 | $2.67M | 0.03% | +1,400+1.9% | Added |
| Massachusetts Financial Services Co | 73,761 | $2.60M | 0.00% | +28,942+64.6% | Added |
| Janus Henderson Group PLC | 73,706 | $2.60M | 0.00% | +41,892+131.7% | Added |
| Empowered Funds, LLC | 73,276 | $2.58M | 0.15% | −9,606−11.6% | Reduced |
| Advisor Group Holdings, Inc. | 71,525 | $2.52M | 0.00% | −6,173−7.9% | Reduced |
| PGGM Investments | 71,448 | $2.52M | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 68,603 | $2.42M | 0.01% | −3,929−5.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 68,586 | $2.42M | 0.02% | −1,353−1.9% | Reduced |
| Round Hill Asset Management | 68,102 | $2.40M | 1.50% | +150+0.2% | Added |
| Westpac Banking Corp | 67,045 | $2.36M | 0.03% | +9,637+16.8% | Added |
| Deutsche Bank AG | 63,497 | $2.24M | 0.00% | +2,580+4.2% | Added |
| Quantedge Capital Pte Ltd | 60,546 | $2.13M | 0.83% | −91,200−60.1% | Reduced |
| Prudential PLC | 59,410 | $2.09M | 0.02% | +59,410 | New |
| APG Asset Management N.V. | 64,500 | $2.09M | 0.00% | −19,300−23.0% | Reduced |
| Holocene Advisors, LP | 58,276 | $2.05M | 0.01% | +58,276 | New |
| Glenmede Trust Co NA | 58,251 | $2.05M | 0.01% | −2,660−4.4% | Reduced |
| Intech Investment Management LLC | 58,133 | $2.05M | 0.02% | −18,878−24.5% | Reduced |
| Truist Financial Corp | 57,336 | $2.02M | 0.00% | −10,695−15.7% | Reduced |
| Advisors Asset Management, Inc. | 57,241 | $2.02M | 0.04% | −104,550−64.6% | Reduced |
| Alberta Investment Management Corp | 56,800 | $2.00M | 0.02% | −86,683−60.4% | Reduced |
| Russell Investments Group, Ltd. | 56,412 | $1.99M | 0.00% | +280.0% | Added |
| Auxier Asset Management | 53,747 | $1.89M | 0.33% | −335−0.6% | Reduced |
| Human Investing LLC | 53,248 | $1.88M | 0.46% | −538−1.0% | Reduced |
| Rings Capital Management LLC | 53,000 | $1.87M | 1.98% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 52,746 | $1.86M | 0.01% | −106,441−66.9% | Reduced |
| Commerce Bank | 52,614 | $1.85M | 0.01% | −329−0.6% | Reduced |
| Canada Pension Plan Investment Board | 52,200 | $1.84M | 0.00% | +20,800+66.2% | Added |
| Aigen Investment Management, LP | 51,949 | $1.83M | 0.25% | +51,949 | New |
| Hanlon Investment Management, Inc. | 51,778 | $1.83M | 0.54% | +801+1.6% | Added |
| D.A. Davidson & Co. | 51,715 | $1.82M | 0.02% | −3,602−6.5% | Reduced |
| Franklin Resources Inc | 50,395 | $1.78M | 0.00% | −174,787−77.6% | Reduced |
| First Trust Advisors LP | 47,397 | $1.67M | 0.00% | −230,687−83.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 46,507 | $1.64M | 0.00% | −1,019−2.1% | Reduced |
| Arizona State Retirement System | 45,048 | $1.59M | 0.01% | −85−0.2% | Reduced |
| Ritholtz Wealth Management | 44,699 | $1.58M | 0.08% | −5,613−11.2% | Reduced |
| Oregon Public Employees Retirement Fund | 44,439 | $1.57M | 0.02% | −1,341−2.9% | Reduced |
| Bank of Montreal | 44,340 | $1.56M | 0.00% | +11,409+34.6% | Added |
| Redwood Investment Management, LLC | 44,239 | $1.56M | 0.17% | +3,219+7.8% | Added |
| Summit Global Investments | 44,192 | $1.56M | 0.12% | +44,192 | New |
| Argyle Capital Management Inc. | 44,150 | $1.56M | 0.55% | 00.0% | Unchanged |
| Winton Group Ltd | 42,451 | $1.50M | 0.09% | +1,767+4.3% | Added |
| SG Americas Securities, LLC | 41,438 | $1.46M | 0.02% | −792−1.9% | Reduced |
| Cetera Investment Advisers | 41,222 | $1.45M | 0.01% | −1,172−2.8% | Reduced |
| Jump Financial, LLC | 40,438 | $1.43M | 0.06% | +40,438 | New |
| Louisiana State Employees Retirement System | 40,400 | $1.42M | 0.04% | −1,200−2.9% | Reduced |
| Prudential Financial Inc | 38,601 | $1.42M | 0.00% | −20,612−34.8% | Reduced |
| Thrivent Financial for Lutherans | 40,187 | $1.42M | 0.00% | −20,597−33.9% | Reduced |
| Gabelli Funds LLC | 40,000 | $1.41M | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 39,879 | $1.40M | 0.00% | −2,233−5.3% | Reduced |
| Balyasny Asset Management LLC | 39,596 | $1.40M | 0.00% | +39,596 | New |
| M&T Bank Corp | 38,839 | $1.37M | 0.01% | +1,533+4.1% | Added |
| Ameritas Investment Partners, Inc. | 38,767 | $1.37M | 0.05% | −1,468−3.6% | Reduced |
| ING Groep NV | 38,600 | $1.36M | 0.01% | +38,600 | New |
| State of Michigan Retirement System | 38,468 | $1.36M | 0.01% | −1,100−2.8% | 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 |
| Twinbeech Capital LP | 37,517 | $1.32M | 0.03% | −147,536−79.7% | Reduced |
| Guggenheim Capital LLC | 37,464 | $1.32M | 0.01% | −5,998−13.8% | Reduced |
| Convergence Investment Partners, LLC | 36,122 | $1.27M | 0.75% | +90+0.2% | Added |
| Creative Planning | 36,078 | $1.27M | 0.00% | +2,095+6.2% | Added |
| Engineers Gate Manager LP | 36,033 | $1.27M | 0.05% | +9,867+37.7% | Added |
| Davy Global Fund Management Ltd | 35,690 | $1.26M | 0.24% | −6,668−15.7% | Reduced |
| Alps Advisors Inc | 35,375 | $1.25M | 0.01% | −9,081−20.4% | Reduced |
| Walleye Trading LLC | 33,837 | $1.19M | 0.04% | −35,431−51.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 33,783 | $1.19M | 0.03% | +19,395+134.8% | Added |
| Estate Counselors, LLC | 33,400 | $1.18M | 0.16% | +33,400 | New |
| Campbell & CO Investment Adviser LLC | 33,183 | $1.17M | 0.22% | +14,741+79.9% | Added |
| Xponance, Inc. | 32,916 | $1.16M | 0.02% | −333−1.0% | Reduced |
| PEAK6 Investments LLC | 32,382 | $1.14M | 0.07% | +32,382 | New |
| Cerity Partners LLC | 31,899 | $1.12M | 0.01% | −505−1.6% | Reduced |
| Shilanski & Associates, Inc. | 31,565 | $1.09M | 0.49% | +729+2.4% | Added |
| Linden Thomas Advisory Services, LLC | 30,579 | $1.08M | 0.27% | +4,793+18.6% | Added |
| Barclays PLC | 29,795 | $1.05M | 0.00% | −91,049−75.3% | Reduced |
| Commonwealth Equity Services, LLC | 29,354 | $1.03M | 0.00% | +18,511+170.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 28,712 | $1.01M | 0.03% | −62,072−68.4% | Reduced |
| Handelsbanken Fonder AB | 28,700 | $1.01M | 0.01% | +9,100+46.4% | Added |
| New Mexico Educational Retirement Board | 28,200 | $994.0K | 0.05% | +3,100+12.4% | Added |
| Jefferies Financial Group Inc. | 28,155 | $992.5K | 0.02% | +28,155 | New |
| ETF Managers Group, LLC | 28,128 | $991.5K | 0.03% | +419+1.5% | Added |
| Bridgefront Capital, LLC | 27,980 | $986.3K | 0.60% | +27,980 | New |
| Ziegler Capital Management, LLC | 27,616 | $968.1K | 0.04% | +27,616 | New |
| Neuberger Berman Group LLC | 26,800 | $944.7K | 0.00% | +4,770+21.7% | Added |
| Centiva Capital, LP | 26,779 | $944.0K | 0.05% | +26,779 | New |