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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 89,044 | $2.84M | 0.01% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 91,526 | $2.92M | 0.36% | +15,555+20.5% | Added |
| Macquarie Group Ltd | 92,901 | $2.96M | 0.00% | −151,312−62.0% | Reduced |
| MetLife Investment Management | 95,347 | $3.04M | 0.02% | −3,038−3.1% | Reduced |
| Nordea Investment Management AB | 97,327 | $3.14M | 0.00% | +57,448+144.1% | Added |
| HRT Financial LP | 101,888 | $3.25M | 0.03% | −135,926−57.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 104,536 | $3.33M | 0.20% | +18,220+21.1% | Added |
| Amalgamated Bank | 106,055 | $3.38M | 0.03% | −11,132−9.5% | Reduced |
| Mutual of America Capital Management LLC | 110,481 | $3.52M | 0.04% | −12,115−9.9% | Reduced |
| BNP Paribas Arbitrage, SA | 110,565 | $3.52M | 0.01% | +96,194+669.4% | Added |
| Raymond James & Associates | 112,458 | $3.58M | 0.00% | −16,646−12.9% | Reduced |
| Putnam Investments LLC | 112,829 | $3.60M | 0.01% | +112,829 | New |
| Manufacturers Life Insurance Company, The | 113,696 | $3.62M | 0.00% | −4,469−3.8% | Reduced |
| Wells Fargo & Company | 115,237 | $3.67M | 0.00% | −39,463−25.5% | Reduced |
| Citigroup Inc | 127,151 | $4.05M | 0.01% | +20,872+19.6% | Added |
| Great West Life Assurance Co | 130,225 | $4.16M | 0.01% | −41,466−24.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 131,100 | $4.18M | 0.03% | +93,500+248.7% | Added |
| Texas Permanent School Fund | 134,084 | $4.27M | 0.04% | −2,478−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 139,821 | $4.46M | 0.03% | −10,179−6.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 142,991 | $4.56M | 0.07% | −146,709−50.6% | Reduced |
| SEI Investments Co | 151,248 | $4.82M | 0.01% | −93,187−38.1% | Reduced |
| CI Private Wealth, LLC | 154,794 | $4.93M | 0.01% | +13,413+9.5% | Added |
| Rodgers Brothers Inc. | 157,350 | $5.01M | 0.88% | +6,900+4.6% | Added |
| ExodusPoint Capital Management, LP | 157,823 | $5.03M | 0.06% | +74,429+89.2% | Added |
| New York State Common Retirement Fund | 169,984 | $5.42M | 0.01% | −6,122−3.5% | Reduced |
| First Trust Advisors LP | 172,356 | $5.49M | 0.01% | +124,959+263.6% | Added |
| Holocene Advisors, LP | 173,585 | $5.53M | 0.02% | +115,309+197.9% | Added |
| Mackenzie Financial Corp | 171,998 | $5.57M | 0.01% | +73,773+75.1% | Added |
| Bridgewater Associates, LP | 175,139 | $5.58M | 0.03% | +57,903+49.4% | Added |
| State Board of Administration of Florida Retirement System | 184,434 | $5.88M | 0.01% | −8,329−4.3% | Reduced |
| California State Teachers Retirement System | 185,841 | $5.92M | 0.01% | −17,313−8.5% | Reduced |
| Allianz Asset Management GmbH | 186,647 | $5.95M | 0.01% | −24,829−11.7% | Reduced |
| Financial Counselors Inc | 199,874 | $6.37M | 0.13% | −491−0.2% | Reduced |
| New York State Teachers Retirement System | 201,400 | $6.42M | 0.01% | −6,436−3.1% | Reduced |
| Credit Suisse AG | 210,066 | $6.69M | 0.01% | +12,431+6.3% | Added |
| Swedbank AB | 215,968 | $6.88M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 108,240 | $6.97M | 0.22% | +583+0.5% | Added |
| American International Group, Inc. | 230,641 | $7.35M | 0.04% | −4,924−2.1% | Reduced |
| Alliancebernstein L.P. | 230,661 | $7.35M | 0.00% | +14,353+6.6% | Added |
| Barclays PLC | 232,334 | $7.40M | 0.00% | +202,539+679.8% | Added |
| Lodge Hill Capital, LLC | 239,000 | $7.62M | 2.58% | −66,000−21.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 241,650 | $7.70M | 0.04% | +77,260+47.0% | Added |
| Legal & General Group Plc | 246,268 | $7.85M | 0.00% | −1,662−0.7% | Reduced |
| Ameriprise Financial Inc | 260,337 | $8.30M | 0.00% | −527,798−67.0% | Reduced |
| California Public Employees Retirement System | 272,863 | $8.70M | 0.01% | −66,165−19.5% | Reduced |
| South Dakota Investment Council | 277,240 | $8.84M | 0.18% | +167,270+152.1% | Added |
| Ensign Peak Advisors, Inc | 277,335 | $8.84M | 0.02% | +128,870+86.8% | Added |
| Sound Income Strategies, LLC | 278,265 | $8.87M | 0.91% | +21,563+8.4% | Added |
| UBS Group AG | 292,117 | $9.31M | 0.00% | −337,902−53.6% | Reduced |
| Retirement Systems of Alabama | 300,147 | $9.57M | 0.04% | −2,720−0.9% | Reduced |
| Royal Bank of Canada | 304,407 | $9.70M | 0.00% | +54,264+21.7% | Added |
| Swiss National Bank | 331,500 | $10.6M | 0.01% | −4,000−1.2% | Reduced |
| Storebrand Asset Management AS | 361,952 | $11.5M | 0.05% | +10,000+2.8% | Added |
| Fulton Breakefield Broenniman LLC | 369,016 | $11.8M | 0.97% | −117,481−24.1% | Reduced |
| Marshall Wace, LLP | 388,528 | $12.4M | 0.03% | +388,528 | New |
| Victory Capital Management Inc | 406,468 | $13.0M | 0.01% | +2,629+0.7% | Added |
| Voya Investment Management LLC | 430,994 | $13.7M | 0.01% | +48,871+12.8% | Added |
| American Century Companies Inc | 450,732 | $14.4M | 0.01% | +109,039+31.9% | Added |
| UBS Asset Management Americas Inc | 445,997 | $15.7M | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 513,879 | $16.4M | 0.04% | −1,040,506−66.9% | Reduced |
| Rhumbline Advisers | 514,770 | $16.4M | 0.02% | −4,250−0.8% | Reduced |
| Bank of America Corp | 548,459 | $17.5M | 0.00% | −1,207,289−68.8% | Reduced |
| Jupiter Asset Management Ltd | 550,000 | $17.5M | 0.19% | −330,000−37.5% | Reduced |
| Qube Research & Technologies Ltd | 555,744 | $17.7M | 0.07% | +33,235+6.4% | Added |
| Principal Financial Group Inc | 576,211 | $18.4M | 0.01% | −27,380−4.5% | Reduced |
| D. E. Shaw & Co., Inc. | 610,401 | $19.5M | 0.03% | −406,863−40.0% | Reduced |
| Man Group plc | 653,206 | $20.8M | 0.06% | – | – |
| Los Angeles Capital Management LLC | 655,694 | $20.9M | 0.08% | −801,277−55.0% | Reduced |
| Royce & Associates LP | 690,887 | $22.0M | 0.21% | +61,000+9.7% | Added |
| JPMorgan Chase & Co | 741,053 | $23.6M | 0.00% | +64,075+9.5% | Added |
| NewEdge Wealth, LLC | 819,723 | $26.1M | 0.87% | +43,380+5.6% | Added |
| Schroder Investment Management Group | 836,781 | $26.7M | 0.04% | −1,020,092−54.9% | Reduced |
| Nuveen Asset Management, LLC | 876,331 | $27.9M | 0.01% | +239,973+37.7% | Added |
| Invesco Ltd. | 885,729 | $28.2M | 0.01% | −78,390−8.1% | Reduced |
| HighTower Advisors, LLC | 888,560 | $28.3M | 0.06% | +63,105+7.6% | Added |
| Voloridge Investment Management, LLC | 900,500 | $28.7M | 0.14% | +247,557+37.9% | Added |
| Goldman Sachs Group Inc | 924,951 | $29.5M | 0.01% | +155,411+20.2% | Added |
| Artisan Partners Limited Partnership | 1,029,354 | $32.8M | 0.05% | −49,130−4.6% | Reduced |
| Millennium Management LLC | 1,214,222 | $38.7M | 0.04% | +1,027,480+550.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,314,921 | $41.9M | 0.24% | −828,491−38.7% | Reduced |
| Morgan Stanley | 1,369,814 | $43.7M | 0.00% | +369,027+36.9% | Added |
| Norges Bank | 1,401,156 | $44.7M | 0.01% | −207,706−12.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,508,108 | $48.1M | 0.06% | +527,530+53.8% | Added |
| Pacer Advisors, Inc. | 1,796,342 | $57.2M | 0.23% | +213,619+13.5% | Added |
| LSV Asset Management | 1,828,090 | $58.3M | 0.13% | −88,525−4.6% | Reduced |
| Citadel Advisors LLC | 1,928,470 | $61.5M | 0.07% | +1,092,578+130.7% | Added |
| Bank of New York Mellon Corp | 1,975,895 | $63.0M | 0.01% | −95,595−4.6% | Reduced |
| Dimensional Fund Advisors LP | 2,230,891 | $71.1M | 0.02% | +60,462+2.8% | Added |
| Northern Trust Corp | 2,268,134 | $72.3M | 0.01% | −20,803−0.9% | Reduced |
| Geode Capital Management, LLC | 2,331,904 | $74.3M | 0.01% | +100,048+4.5% | Added |
| Boston Partners | 2,592,152 | $82.6M | 0.11% | −895,199−25.7% | Reduced |
| AQR Capital Management LLC | 2,911,703 | $92.8M | 0.20% | +647,810+28.6% | Added |
| Charles Schwab Investment Management Inc | 3,726,058 | $118.7M | 0.03% | +101,673+2.8% | Added |
| Wellington Management Group LLP | 3,803,814 | $121.2M | 0.02% | −4,784,530−55.7% | Reduced |
| State Street Corp | 5,995,046 | $192.7M | 0.01% | +327,215+5.8% | Added |
| Lazard Asset Management LLC | 6,622,014 | $211.0M | 0.26% | +1,512,508+29.6% | Added |
| Vanguard Group Inc | 15,410,041 | $491.1M | 0.01% | −744,612−4.6% | Reduced |
| BlackRock Inc. | 18,588,258 | $592.4M | 0.02% | +23,516+0.1% | Added |
| FMR LLC | 22,841,454 | $728.0M | 0.06% | +3,7700.0% | Added |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −258,483−100.0% | Sold out |