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, Q2 2023
Institutional positions in H&R Block Inc as of Jun 30, 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
- 399
- −23 vs. Q1 2023
- Shares held
- 135.4M
- −8.13M (−5.7%) vs. Q1 2023
- Total value
- $4.32B
- −$738.9M (−14.6%) vs. Q1 2023
- New holders
- 51
- 117 more added
- Sold out
- 74
- 162 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 22,841,454 | $728.0M | 0.06% | +3,7700.0% | Added |
| BlackRock Inc. | 18,588,258 | $592.4M | 0.02% | +23,516+0.1% | Added |
| Vanguard Group Inc | 15,410,041 | $491.1M | 0.01% | −744,612−4.6% | Reduced |
| Lazard Asset Management LLC | 6,622,014 | $211.0M | 0.26% | +1,512,508+29.6% | Added |
| State Street Corp | 5,995,046 | $192.7M | 0.01% | +327,215+5.8% | Added |
| Wellington Management Group LLP | 3,803,814 | $121.2M | 0.02% | −4,784,530−55.7% | Reduced |
| Charles Schwab Investment Management Inc | 3,726,058 | $118.7M | 0.03% | +101,673+2.8% | Added |
| AQR Capital Management LLC | 2,911,703 | $92.8M | 0.20% | +647,810+28.6% | Added |
| Boston Partners | 2,592,152 | $82.6M | 0.11% | −895,199−25.7% | Reduced |
| Geode Capital Management, LLC | 2,331,904 | $74.3M | 0.01% | +100,048+4.5% | Added |
| Northern Trust Corp | 2,268,134 | $72.3M | 0.01% | −20,803−0.9% | Reduced |
| Dimensional Fund Advisors LP | 2,230,891 | $71.1M | 0.02% | +60,462+2.8% | Added |
| Bank of New York Mellon Corp | 1,975,895 | $63.0M | 0.01% | −95,595−4.6% | Reduced |
| Citadel Advisors LLC | 1,928,470 | $61.5M | 0.07% | +1,092,578+130.7% | Added |
| LSV Asset Management | 1,828,090 | $58.3M | 0.13% | −88,525−4.6% | Reduced |
| Pacer Advisors, Inc. | 1,796,342 | $57.2M | 0.23% | +213,619+13.5% | Added |
| Arrowstreet Capital, Limited Partnership | 1,508,108 | $48.1M | 0.06% | +527,530+53.8% | Added |
| Norges Bank | 1,401,156 | $44.7M | 0.01% | −207,706−12.9% | Reduced |
| Morgan Stanley | 1,369,814 | $43.7M | 0.00% | +369,027+36.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,314,921 | $41.9M | 0.24% | −828,491−38.7% | Reduced |
| Millennium Management LLC | 1,214,222 | $38.7M | 0.04% | +1,027,480+550.2% | Added |
| Artisan Partners Limited Partnership | 1,029,354 | $32.8M | 0.05% | −49,130−4.6% | Reduced |
| Goldman Sachs Group Inc | 924,951 | $29.5M | 0.01% | +155,411+20.2% | Added |
| Voloridge Investment Management, LLC | 900,500 | $28.7M | 0.14% | +247,557+37.9% | Added |
| HighTower Advisors, LLC | 888,560 | $28.3M | 0.06% | +63,105+7.6% | Added |
| Invesco Ltd. | 885,729 | $28.2M | 0.01% | −78,390−8.1% | Reduced |
| Nuveen Asset Management, LLC | 876,331 | $27.9M | 0.01% | +239,973+37.7% | Added |
| Schroder Investment Management Group | 836,781 | $26.7M | 0.04% | −1,020,092−54.9% | Reduced |
| NewEdge Wealth, LLC | 819,723 | $26.1M | 0.87% | +43,380+5.6% | Added |
| JPMorgan Chase & Co | 741,053 | $23.6M | 0.00% | +64,075+9.5% | Added |
| Royce & Associates LP | 690,887 | $22.0M | 0.21% | +61,000+9.7% | Added |
| Los Angeles Capital Management LLC | 655,694 | $20.9M | 0.08% | −801,277−55.0% | Reduced |
| Man Group plc | 653,206 | $20.8M | 0.06% | – | – |
| D. E. Shaw & Co., Inc. | 610,401 | $19.5M | 0.03% | −406,863−40.0% | Reduced |
| Principal Financial Group Inc | 576,211 | $18.4M | 0.01% | −27,380−4.5% | Reduced |
| Qube Research & Technologies Ltd | 555,744 | $17.7M | 0.07% | +33,235+6.4% | Added |
| Jupiter Asset Management Ltd | 550,000 | $17.5M | 0.19% | −330,000−37.5% | Reduced |
| Bank of America Corp | 548,459 | $17.5M | 0.00% | −1,207,289−68.8% | Reduced |
| Rhumbline Advisers | 514,770 | $16.4M | 0.02% | −4,250−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 513,879 | $16.4M | 0.04% | −1,040,506−66.9% | Reduced |
| UBS Asset Management Americas Inc | 445,997 | $15.7M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 450,732 | $14.4M | 0.01% | +109,039+31.9% | Added |
| Voya Investment Management LLC | 430,994 | $13.7M | 0.01% | +48,871+12.8% | Added |
| Victory Capital Management Inc | 406,468 | $13.0M | 0.01% | +2,629+0.7% | Added |
| Marshall Wace, LLP | 388,528 | $12.4M | 0.03% | +388,528 | New |
| Fulton Breakefield Broenniman LLC | 369,016 | $11.8M | 0.97% | −117,481−24.1% | Reduced |
| Storebrand Asset Management AS | 361,952 | $11.5M | 0.05% | +10,000+2.8% | Added |
| Swiss National Bank | 331,500 | $10.6M | 0.01% | −4,000−1.2% | Reduced |
| Royal Bank of Canada | 304,407 | $9.70M | 0.00% | +54,264+21.7% | Added |
| Retirement Systems of Alabama | 300,147 | $9.57M | 0.04% | −2,720−0.9% | Reduced |
| UBS Group AG | 292,117 | $9.31M | 0.00% | −337,902−53.6% | Reduced |
| Sound Income Strategies, LLC | 278,265 | $8.87M | 0.91% | +21,563+8.4% | Added |
| Ensign Peak Advisors, Inc | 277,335 | $8.84M | 0.02% | +128,870+86.8% | Added |
| South Dakota Investment Council | 277,240 | $8.84M | 0.18% | +167,270+152.1% | Added |
| California Public Employees Retirement System | 272,863 | $8.70M | 0.01% | −66,165−19.5% | Reduced |
| Ameriprise Financial Inc | 260,337 | $8.30M | 0.00% | −527,798−67.0% | Reduced |
| Legal & General Group Plc | 246,268 | $7.85M | 0.00% | −1,662−0.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 241,650 | $7.70M | 0.04% | +77,260+47.0% | Added |
| Lodge Hill Capital, LLC | 239,000 | $7.62M | 2.58% | −66,000−21.6% | Reduced |
| Barclays PLC | 232,334 | $7.40M | 0.00% | +202,539+679.8% | Added |
| Alliancebernstein L.P. | 230,661 | $7.35M | 0.00% | +14,353+6.6% | Added |
| American International Group, Inc. | 230,641 | $7.35M | 0.04% | −4,924−2.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 108,240 | $6.97M | 0.22% | +583+0.5% | Added |
| Swedbank AB | 215,968 | $6.88M | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 210,066 | $6.69M | 0.01% | +12,431+6.3% | Added |
| New York State Teachers Retirement System | 201,400 | $6.42M | 0.01% | −6,436−3.1% | Reduced |
| Financial Counselors Inc | 199,874 | $6.37M | 0.13% | −491−0.2% | Reduced |
| Allianz Asset Management GmbH | 186,647 | $5.95M | 0.01% | −24,829−11.7% | Reduced |
| California State Teachers Retirement System | 185,841 | $5.92M | 0.01% | −17,313−8.5% | Reduced |
| State Board of Administration of Florida Retirement System | 184,434 | $5.88M | 0.01% | −8,329−4.3% | Reduced |
| Bridgewater Associates, LP | 175,139 | $5.58M | 0.03% | +57,903+49.4% | Added |
| Mackenzie Financial Corp | 171,998 | $5.57M | 0.01% | +73,773+75.1% | Added |
| Holocene Advisors, LP | 173,585 | $5.53M | 0.02% | +115,309+197.9% | Added |
| First Trust Advisors LP | 172,356 | $5.49M | 0.01% | +124,959+263.6% | Added |
| New York State Common Retirement Fund | 169,984 | $5.42M | 0.01% | −6,122−3.5% | Reduced |
| ExodusPoint Capital Management, LP | 157,823 | $5.03M | 0.06% | +74,429+89.2% | Added |
| Rodgers Brothers Inc. | 157,350 | $5.01M | 0.88% | +6,900+4.6% | Added |
| CI Private Wealth, LLC | 154,794 | $4.93M | 0.01% | +13,413+9.5% | Added |
| SEI Investments Co | 151,248 | $4.82M | 0.01% | −93,187−38.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 142,991 | $4.56M | 0.07% | −146,709−50.6% | Reduced |
| Nisa Investment Advisors, LLC | 139,821 | $4.46M | 0.03% | −10,179−6.8% | Reduced |
| Texas Permanent School Fund | 134,084 | $4.27M | 0.04% | −2,478−1.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 131,100 | $4.18M | 0.03% | +93,500+248.7% | Added |
| Great West Life Assurance Co | 130,225 | $4.16M | 0.01% | −41,466−24.2% | Reduced |
| Citigroup Inc | 127,151 | $4.05M | 0.01% | +20,872+19.6% | Added |
| Wells Fargo & Company | 115,237 | $3.67M | 0.00% | −39,463−25.5% | Reduced |
| Manufacturers Life Insurance Company, The | 113,696 | $3.62M | 0.00% | −4,469−3.8% | Reduced |
| Putnam Investments LLC | 112,829 | $3.60M | 0.01% | +112,829 | New |
| Raymond James & Associates | 112,458 | $3.58M | 0.00% | −16,646−12.9% | Reduced |
| BNP Paribas Arbitrage, SA | 110,565 | $3.52M | 0.01% | +96,194+669.4% | Added |
| Mutual of America Capital Management LLC | 110,481 | $3.52M | 0.04% | −12,115−9.9% | Reduced |
| Amalgamated Bank | 106,055 | $3.38M | 0.03% | −11,132−9.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 104,536 | $3.33M | 0.20% | +18,220+21.1% | Added |
| HRT Financial LP | 101,888 | $3.25M | 0.03% | −135,926−57.2% | Reduced |
| Nordea Investment Management AB | 97,327 | $3.14M | 0.00% | +57,448+144.1% | Added |
| MetLife Investment Management | 95,347 | $3.04M | 0.02% | −3,038−3.1% | Reduced |
| Macquarie Group Ltd | 92,901 | $2.96M | 0.00% | −151,312−62.0% | Reduced |
| Tectonic Advisors LLC | 91,526 | $2.92M | 0.36% | +15,555+20.5% | Added |
| State of New Jersey Common Pension Fund D | 89,044 | $2.84M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 88,212 | $2.81M | 0.01% | −144−0.2% | Reduced |