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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 20,785 | $662.5K | 0.00% | −50,740−70.9% | Reduced |
| Advisory Research Inc | 21,293 | $678.6K | 0.09% | +865+4.2% | Added |
| Toroso Investments, LLC | 21,477 | $684.0K | 0.02% | −55,490−72.1% | Reduced |
| US Bancorp | 21,493 | $685.0K | 0.00% | +626+3.0% | Added |
| Ceera Investments, LLC | 21,749 | $693.1K | 0.40% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 21,865 | $696.8K | 0.03% | −5,751−20.8% | Reduced |
| Ifrah Financial Services, Inc. | 22,395 | $713.7K | 0.22% | −153−0.7% | Reduced |
| Sherbrooke Park Advisers LLC | 22,400 | $713.9K | 0.37% | +16,600+286.2% | Added |
| Wealthfront Advisers LLC | 22,428 | $714.8K | 0.00% | −325−1.4% | Reduced |
| Crawford Investment Counsel Inc | 22,452 | $715.5K | 0.01% | +1,860+9.0% | Added |
| Illinois Municipal Retirement Fund | 22,744 | $725.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 22,880 | $729.2K | 0.11% | +113+0.5% | Added |
| Genus Capital Management Inc. | 23,500 | $748.9K | 0.11% | +23,500 | New |
| Prudential PLC | 23,726 | $756.1K | 0.01% | −35,684−60.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,782 | $757.9K | 0.00% | −111,026−82.4% | Reduced |
| Convergence Investment Partners, LLC | 23,839 | $760.0K | 0.44% | −12,283−34.0% | Reduced |
| Teza Capital Management LLC | 24,082 | $767.5K | 0.12% | +24,082 | New |
| Atom Investors LP | 24,676 | $786.4K | 0.30% | +24,676 | New |
| TCM Advisors, LLC | – | $796.8K | 0.34% | – | – |
| Federated Hermes, Inc. | 27,999 | $892.3K | 0.00% | −61,570−68.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,244 | $900.0K | 0.01% | +2,629+10.3% | Added |
| OmniStar Financial Group, Inc. | 28,436 | $906.3K | 1.07% | +3,263+13.0% | Added |
| Handelsbanken Fonder AB | 28,700 | $915.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 28,896 | $920.9K | 0.01% | −4,020−12.2% | Reduced |
| Truist Financial Corp | 29,311 | $934.1K | 0.00% | −28,025−48.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,930 | $953.9K | 0.00% | +5,506+22.5% | Added |
| New Mexico Educational Retirement Board | 31,100 | $991.0K | 0.04% | +2,900+10.3% | Added |
| Linden Thomas Advisory Services, LLC | 31,624 | $1.01M | 0.22% | +1,045+3.4% | Added |
| Stratos Wealth Advisors, LLC | 32,047 | $1.02M | 0.07% | +32,047 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 32,061 | $1.02M | 0.00% | +32,061 | New |
| Raymond James Financial Services Advisors, Inc. | 32,516 | $1.04M | 0.00% | +21,412+192.8% | Added |
| Intech Investment Management LLC | 32,573 | $1.04M | 0.01% | −25,560−44.0% | Reduced |
| Cerity Partners LLC | 32,758 | $1.04M | 0.00% | +859+2.7% | Added |
| Corton Capital Inc. | 33,641 | $1.07M | 0.50% | +33,641 | New |
| Northwestern Mutual Investment Management Company, LLC | 33,843 | $1.08M | 0.03% | +60+0.2% | Added |
| APG Asset Management N.V. | 37,100 | $1.08M | 0.00% | −27,400−42.5% | Reduced |
| Advisors Asset Management, Inc. | 34,301 | $1.09M | 0.02% | −22,940−40.1% | Reduced |
| Aigen Investment Management, LP | 34,869 | $1.11M | 0.16% | −17,080−32.9% | Reduced |
| Davy Global Fund Management Ltd | 35,012 | $1.12M | 0.21% | −678−1.9% | Reduced |
| Teacher Retirement System of Texas | 35,272 | $1.12M | 0.01% | −17,474−33.1% | Reduced |
| Engineers Gate Manager LP | 35,656 | $1.14M | 0.04% | −377−1.0% | Reduced |
| Huber Capital Management LLC | 35,744 | $1.14M | 0.27% | +15,500+76.6% | Added |
| Ritholtz Wealth Management | 36,095 | $1.15M | 0.05% | −8,604−19.2% | Reduced |
| Franklin Resources Inc | 36,155 | $1.15M | 0.00% | −14,240−28.3% | Reduced |
| Capstone Investment Advisors, LLC | 36,905 | $1.18M | 0.03% | +36,905 | New |
| State of Michigan Retirement System | 37,468 | $1.19M | 0.01% | −1,000−2.6% | Reduced |
| Cunning Capital Partners, LP | 0 | $1.20M | 0.76% | −37,575−100.0% | Reduced |
| Ameritas Investment Partners, Inc. | 38,029 | $1.21M | 0.05% | −738−1.9% | Reduced |
| Argyle Capital Management Inc. | 38,500 | $1.23M | 0.44% | −5,650−12.8% | Reduced |
| M&T Bank Corp | 38,567 | $1.23M | 0.00% | −272−0.7% | Reduced |
| Bank of Montreal | 37,799 | $1.25M | 0.00% | −6,541−14.8% | Reduced |
| Thrivent Financial for Lutherans | 39,306 | $1.25M | 0.00% | −881−2.2% | Reduced |
| Russell Investments Group, Ltd. | 40,302 | $1.28M | 0.00% | −16,110−28.6% | Reduced |
| Occudo Quantitative Strategies LP | 40,471 | $1.29M | 0.13% | −48,900−54.7% | Reduced |
| Arizona State Retirement System | 42,772 | $1.36M | 0.01% | −2,276−5.1% | Reduced |
| Fox Run Management, L.L.C. | 43,747 | $1.39M | 0.39% | +43,747 | New |
| Summit Global Investments | 43,817 | $1.40M | 0.09% | −375−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 44,039 | $1.40M | 0.02% | −400−0.9% | Reduced |
| Commerce Bank | 44,078 | $1.40M | 0.01% | −8,536−16.2% | Reduced |
| Louisiana State Employees Retirement System | 44,500 | $1.42M | 0.03% | +4,100+10.1% | Added |
| Campbell & CO Investment Adviser LLC | 45,226 | $1.44M | 0.26% | +12,043+36.3% | Added |
| Commonwealth Equity Services, LLC | 48,468 | $1.54M | 0.00% | +19,114+65.1% | Added |
| Allspring Global Investments Holdings, LLC | 50,360 | $1.60M | 0.00% | +24,949+98.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 50,833 | $1.62M | 0.00% | +4,326+9.3% | Added |
| Alps Advisors Inc | 51,314 | $1.64M | 0.01% | +15,939+45.1% | Added |
| Stifel Financial Corp | 51,652 | $1.65M | 0.00% | −143,979−73.6% | Reduced |
| Human Investing LLC | 51,751 | $1.65M | 0.38% | −1,497−2.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 52,002 | $1.66M | 0.21% | −26,453−33.7% | Reduced |
| Rings Capital Management LLC | 53,000 | $1.69M | 1.59% | 00.0% | Unchanged |
| Auxier Asset Management | 53,747 | $1.71M | 0.28% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 56,800 | $1.81M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 58,242 | $1.86M | 0.00% | −5,255−8.3% | Reduced |
| Glenmede Trust Co NA | 57,991 | $2.04M | 0.01% | −260−0.4% | Reduced |
| Guggenheim Capital LLC | 64,782 | $2.06M | 0.02% | +27,318+72.9% | Added |
| Hussman Strategic Advisors, Inc. | 65,000 | $2.07M | 0.38% | −12,500−16.1% | Reduced |
| Canada Pension Plan Investment Board | 65,000 | $2.07M | 0.00% | +12,800+24.5% | Added |
| PGGM Investments | 67,318 | $2.15M | 0.03% | −4,130−5.8% | Reduced |
| Round Hill Asset Management | 67,752 | $2.16M | 1.33% | −350−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 68,266 | $2.18M | 0.02% | +60,357+763.1% | Added |
| Janney Montgomery Scott LLC | 68,704 | $2.19M | 0.01% | +68,704 | New |
| Alaska Permanent Fund Corp | 73,400 | $2.34M | 0.05% | +73,400 | New |
| Janus Henderson Group PLC | 73,539 | $2.34M | 0.00% | −167−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 73,612 | $2.35M | 0.02% | +5,026+7.3% | Added |
| Massachusetts Financial Services Co | 74,339 | $2.37M | 0.00% | +578+0.8% | Added |
| Trexquant Investment LP | 74,864 | $2.39M | 0.06% | +74,864 | New |
| DekaBank Deutsche Girozentrale | 74,976 | $2.39M | 0.01% | −14,482−16.2% | Reduced |
| Public Employees Retirement System of Ohio | 75,923 | $2.42M | 0.01% | −20,564−21.3% | Reduced |
| Creative Planning | 77,226 | $2.46M | 0.00% | +41,148+114.1% | Added |
| Yousif Capital Management, LLC | 78,084 | $2.49M | 0.03% | −3,153−3.9% | Reduced |
| Price T Rowe Associates Inc | 78,802 | $2.51M | 0.00% | −5,550−6.6% | Reduced |
| Mercer Global Advisors Inc | 78,862 | $2.51M | 0.01% | +10,259+15.0% | Added |
| LPL Financial LLC | 79,000 | $2.52M | 0.00% | −35,971−31.3% | Reduced |
| Virginia Retirement Systems Et Al | 79,400 | $2.53M | 0.02% | +3,700+4.9% | Added |
| State of Tennessee, Treasury Department | 80,295 | $2.56M | 0.01% | +80,295 | New |
| Envestnet Asset Management Inc | 82,894 | $2.64M | 0.00% | −331,058−80.0% | Reduced |
| Ontario Teachers Pension Plan Board | 83,191 | $2.65M | 0.03% | −33,607−28.8% | Reduced |
| Balyasny Asset Management LLC | 84,572 | $2.70M | 0.01% | +44,976+113.6% | Added |
| Jane Street Group, LLC | 84,617 | $2.70M | 0.00% | +6,318+8.1% | Added |
| Wedge Capital Management L L P | 87,711 | $2.80M | 0.04% | −760,876−89.7% | Reduced |
| Treasurer of the State of North Carolina | 88,212 | $2.81M | 0.01% | −144−0.2% | Reduced |