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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 25,615 | $903.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 25,411 | $895.7K | 0.00% | −361,731−93.4% | Reduced |
| Atomi Financial Group, Inc. | 25,197 | $888.2K | 0.50% | +25,197 | New |
| OmniStar Financial Group, Inc. | 25,173 | $887.3K | 1.13% | +13,399+113.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,424 | $860.9K | 0.00% | +1,272+5.5% | Added |
| National Bank of Canada | 24,204 | $843.3K | 0.00% | +70.0% | Added |
| Point72 Asset Management, L.P. | 23,574 | $831.0K | 0.00% | +23,574 | New |
| Edgestream Partners, L.P. | 23,028 | $811.7K | 0.09% | −46,605−66.9% | Reduced |
| Wealthfront Advisers LLC | 22,753 | $802.0K | 0.00% | −597−2.6% | Reduced |
| Illinois Municipal Retirement Fund | 22,744 | $802.0K | 0.02% | +8,498+59.7% | Added |
| Ifrah Financial Services, Inc. | 22,548 | $794.8K | 0.25% | −425−1.8% | Reduced |
| FORA Capital, LLC | 22,490 | $792.8K | 0.08% | +8,179+57.2% | Added |
| Quent Capital, LLC | 22,767 | $787.9K | 0.13% | +1,001+4.6% | Added |
| Ceera Investments, LLC | 21,749 | $766.7K | 0.49% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 21,521 | $758.6K | 0.46% | +7,221+50.5% | Added |
| State of Wisconsin Investment Board | 21,484 | $757.3K | 0.00% | +1,545+7.7% | Added |
| Mariner, LLC | 21,258 | $749.0K | 0.00% | −3,164−13.0% | Reduced |
| Seven Eight Capital, LP | 21,050 | $742.0K | 0.15% | +21,050 | New |
| State of Alaska, Department of Revenue | 20,968 | $739.0K | 0.01% | −795−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 20,909 | $737.0K | 0.00% | −1,212−5.5% | Reduced |
| US Bancorp | 20,867 | $735.6K | 0.00% | +127+0.6% | Added |
| Ethic Inc. | 20,764 | $731.9K | 0.03% | +9,444+83.4% | Added |
| Range Financial Group LLC | 20,633 | $727.3K | 0.48% | −670−3.1% | Reduced |
| Crawford Investment Counsel Inc | 20,592 | $725.9K | 0.02% | +3,570+21.0% | Added |
| Advisory Research Inc | 20,428 | $720.1K | 0.12% | +20,428 | New |
| Inspire Advisors, LLC | 20,261 | $714.2K | 0.16% | +7,531+59.2% | Added |
| Huber Capital Management LLC | 20,244 | $713.6K | 0.18% | +31+0.2% | Added |
| Pictet Asset Management SA | 19,472 | $686.4K | 0.00% | 00.0% | Unchanged |
| EHP Funds Inc. | 19,400 | $683.9K | 0.15% | +5,000+34.7% | Added |
| Duality Advisers, LP | 19,234 | $678.0K | 0.08% | −19,145−49.9% | Reduced |
| Natixis Advisors, L.P. | 19,213 | $677.0K | 0.00% | +2,334+13.8% | Added |
| Advisory Services Network, LLC | 18,905 | $666.4K | 0.02% | +6,799+56.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,904 | $666.0K | 0.00% | −1,399−6.9% | Reduced |
| Pinebridge Investments, L.P. | 18,640 | $657.1K | 0.01% | +4,378+30.7% | Added |
| Blueshift Asset Management, LLC | 18,374 | $647.7K | 0.27% | −12,137−39.8% | Reduced |
| MSH Capital Advisors LLC | 18,346 | $646.7K | 0.28% | +2,033+12.5% | Added |
| AXA S.A. | 18,300 | $645.1K | 0.00% | −111,100−85.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $634.5K | 0.10% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $627.5K | 0.57% | – | – |
| United Capital Financial Advisers, LLC | 17,605 | $620.6K | 0.00% | −6,054−25.6% | Reduced |
| The PNC Financial Services Group, Inc. | 17,541 | $618.3K | 0.00% | +302+1.8% | Added |
| Point72 Middle East FZE | 17,520 | $617.6K | 0.03% | +11,359+184.4% | Added |
| Carlson Capital Management | 17,400 | $613.4K | 0.04% | +17,400 | New |
| Vident Investment Advisory, LLC | 16,746 | $590.3K | 0.02% | +5,714+51.8% | Added |
| Rockland Trust Co | 16,666 | $587.5K | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 16,436 | $579.4K | 0.00% | −5,148−23.9% | Reduced |
| River & Mercantile Asset Management LLP | 16,417 | $578.0K | 0.12% | −490−2.9% | Reduced |
| Twin Tree Management, LP | 16,346 | $576.2K | 0.02% | −14,412−46.9% | Reduced |
| Legacy Bridge, LLC | 15,837 | $558.3K | 0.39% | +1,040+7.0% | Added |
| TSP Capital Management Group, LLC | 15,500 | $546.4K | 0.20% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 15,500 | $546.0K | 1.39% | +15,500 | New |
| Echo Street Capital Management LLC | 15,472 | $545.4K | 0.00% | −3,495−18.4% | Reduced |
| CSS LLC | 15,442 | $544.3K | 0.04% | +7,500+94.4% | Added |
| RBF Capital, LLC | 15,000 | $528.8K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 14,371 | $506.6K | 0.00% | −1,034,807−98.6% | Reduced |
| Bank of Nova Scotia | 14,245 | $502.1K | 0.00% | +662+4.9% | Added |
| MAI Capital Management | 13,981 | $492.8K | 0.01% | −5,835−29.4% | Reduced |
| Securian Asset Management, Inc | 13,868 | $488.8K | 0.01% | −418−2.9% | Reduced |
| Portman Square Capital LLP | 13,834 | $487.6K | 0.12% | −8,733−38.7% | Reduced |
| JustInvest LLC | 13,371 | $471.3K | 0.02% | +4,584+52.2% | Added |
| Group One Trading, L.P. | 13,217 | $465.9K | 0.02% | +13,217 | New |
| Maryland State Retirement & Pension System | 12,734 | $448.9K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 12,670 | $446.6K | 0.14% | +12,670 | New |
| Strategy Asset Managers LLC | 12,635 | $445.4K | 0.11% | −1,154−8.4% | Reduced |
| Ci Investments Inc. | 11,977 | $422.0K | 0.00% | +963+8.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,912 | $419.9K | 0.00% | +1,351+12.8% | Added |
| IMC-Chicago, LLC | 11,710 | $412.8K | 0.07% | +11,710 | New |
| Susquehanna International Group, LLP | 11,658 | $410.9K | 0.00% | −33,443−74.2% | Reduced |
| First Citizens Bank & Trust Co | 11,236 | $396.1K | 0.01% | −2,161−16.1% | Reduced |
| Triumph Capital Management | 11,042 | $392.3K | 0.20% | +11,042 | New |
| Raymond James Financial Services Advisors, Inc. | 11,104 | $391.4K | 0.00% | +228+2.1% | Added |
| Brown Advisory Inc | 10,972 | $386.8K | 0.00% | −695−6.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,416 | $367.2K | 0.22% | +166+1.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 10,392 | $366.3K | 0.02% | −49,801−82.7% | Reduced |
| Veritable, L.P. | 10,190 | $359.2K | 0.01% | −1,084−9.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $355.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10,000 | $355.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 9,901 | $349.0K | 0.00% | +35+0.4% | Added |
| Allworth Financial LP | 9,794 | $345.2K | 0.00% | −20.0% | Reduced |
| Fifth Third Bancorp | 9,728 | $342.9K | 0.00% | +85+0.9% | Added |
| Boulder Hill Capital Management LP | 9,500 | $334.9K | 0.27% | +9,500 | New |
| GWM Advisors LLC | 9,387 | $330.9K | 0.00% | −6,171−39.7% | Reduced |
| ProShare Advisors LLC | 9,060 | $319.4K | 0.00% | −819−8.3% | Reduced |
| Boston Family Office LLC | 9,000 | $318.0K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 8,779 | $309.5K | 0.01% | −25,540−74.4% | Reduced |
| Globeflex Capital L P | 8,739 | $308.1K | 0.04% | −2,307−20.9% | Reduced |
| EMC Capital Management | 8,651 | $305.0K | 0.26% | 00.0% | Unchanged |
| Tradewinds, LLC. | 8,581 | $302.5K | 0.18% | +8,581 | New |
| BlueCrest Capital Management Ltd | 8,500 | $299.6K | 0.03% | +8,500 | New |
| Utah Retirement Systems | 8,200 | $289.1K | 0.00% | −300−3.5% | Reduced |
| Gladius Capital Management LP | 8,144 | $287.1K | 0.09% | +8,144 | New |
| RSM US Wealth Management LLC | 8,056 | $286.5K | 0.01% | −323−3.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $283.6K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,909 | $278.8K | 0.00% | −28,361−78.2% | Reduced |
| Shelton Capital Management | 7,890 | $278.1K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,372 | $259.9K | 0.02% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 7,307 | $257.6K | 0.01% | −153−2.1% | Reduced |
| Kula Investments, LLC | 7,238 | $255.1K | 0.06% | +7,238 | New |
| Green Square Capital Advisors LLC | 7,219 | $254.5K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 7,127 | $251.2K | 0.02% | +7,127 | New |