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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 87,711 | $2.80M | 0.04% | −760,876−89.7% | Reduced |
| Jane Street Group, LLC | 84,617 | $2.70M | 0.00% | +6,318+8.1% | Added |
| Balyasny Asset Management LLC | 84,572 | $2.70M | 0.01% | +44,976+113.6% | Added |
| Ontario Teachers Pension Plan Board | 83,191 | $2.65M | 0.03% | −33,607−28.8% | Reduced |
| Envestnet Asset Management Inc | 82,894 | $2.64M | 0.00% | −331,058−80.0% | Reduced |
| State of Tennessee, Treasury Department | 80,295 | $2.56M | 0.01% | +80,295 | New |
| Virginia Retirement Systems Et Al | 79,400 | $2.53M | 0.02% | +3,700+4.9% | Added |
| LPL Financial LLC | 79,000 | $2.52M | 0.00% | −35,971−31.3% | Reduced |
| Mercer Global Advisors Inc | 78,862 | $2.51M | 0.01% | +10,259+15.0% | Added |
| Price T Rowe Associates Inc | 78,802 | $2.51M | 0.00% | −5,550−6.6% | Reduced |
| Yousif Capital Management, LLC | 78,084 | $2.49M | 0.03% | −3,153−3.9% | Reduced |
| Creative Planning | 77,226 | $2.46M | 0.00% | +41,148+114.1% | Added |
| Public Employees Retirement System of Ohio | 75,923 | $2.42M | 0.01% | −20,564−21.3% | Reduced |
| DekaBank Deutsche Girozentrale | 74,976 | $2.39M | 0.01% | −14,482−16.2% | Reduced |
| Trexquant Investment LP | 74,864 | $2.39M | 0.06% | +74,864 | New |
| Massachusetts Financial Services Co | 74,339 | $2.37M | 0.00% | +578+0.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 73,612 | $2.35M | 0.02% | +5,026+7.3% | Added |
| Janus Henderson Group PLC | 73,539 | $2.34M | 0.00% | −167−0.2% | Reduced |
| Alaska Permanent Fund Corp | 73,400 | $2.34M | 0.05% | +73,400 | New |
| Janney Montgomery Scott LLC | 68,704 | $2.19M | 0.01% | +68,704 | New |
| Schonfeld Strategic Advisors LLC | 68,266 | $2.18M | 0.02% | +60,357+763.1% | Added |
| Round Hill Asset Management | 67,752 | $2.16M | 1.33% | −350−0.5% | Reduced |
| PGGM Investments | 67,318 | $2.15M | 0.03% | −4,130−5.8% | Reduced |
| 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 |
| Guggenheim Capital LLC | 64,782 | $2.06M | 0.02% | +27,318+72.9% | Added |
| Glenmede Trust Co NA | 57,991 | $2.04M | 0.01% | −260−0.4% | Reduced |
| Deutsche Bank AG | 58,242 | $1.86M | 0.00% | −5,255−8.3% | Reduced |
| Alberta Investment Management Corp | 56,800 | $1.81M | 0.02% | 00.0% | Unchanged |
| Auxier Asset Management | 53,747 | $1.71M | 0.28% | 00.0% | Unchanged |
| Rings Capital Management LLC | 53,000 | $1.69M | 1.59% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 52,002 | $1.66M | 0.21% | −26,453−33.7% | Reduced |
| Human Investing LLC | 51,751 | $1.65M | 0.38% | −1,497−2.8% | Reduced |
| Stifel Financial Corp | 51,652 | $1.65M | 0.00% | −143,979−73.6% | Reduced |
| Alps Advisors Inc | 51,314 | $1.64M | 0.01% | +15,939+45.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 50,833 | $1.62M | 0.00% | +4,326+9.3% | Added |
| Allspring Global Investments Holdings, LLC | 50,360 | $1.60M | 0.00% | +24,949+98.2% | Added |
| Commonwealth Equity Services, LLC | 48,468 | $1.54M | 0.00% | +19,114+65.1% | Added |
| Campbell & CO Investment Adviser LLC | 45,226 | $1.44M | 0.26% | +12,043+36.3% | Added |
| Louisiana State Employees Retirement System | 44,500 | $1.42M | 0.03% | +4,100+10.1% | Added |
| Commerce Bank | 44,078 | $1.40M | 0.01% | −8,536−16.2% | Reduced |
| Oregon Public Employees Retirement Fund | 44,039 | $1.40M | 0.02% | −400−0.9% | Reduced |
| Summit Global Investments | 43,817 | $1.40M | 0.09% | −375−0.8% | Reduced |
| Fox Run Management, L.L.C. | 43,747 | $1.39M | 0.39% | +43,747 | New |
| Arizona State Retirement System | 42,772 | $1.36M | 0.01% | −2,276−5.1% | Reduced |
| Occudo Quantitative Strategies LP | 40,471 | $1.29M | 0.13% | −48,900−54.7% | Reduced |
| Russell Investments Group, Ltd. | 40,302 | $1.28M | 0.00% | −16,110−28.6% | Reduced |
| Thrivent Financial for Lutherans | 39,306 | $1.25M | 0.00% | −881−2.2% | Reduced |
| Bank of Montreal | 37,799 | $1.25M | 0.00% | −6,541−14.8% | Reduced |
| M&T Bank Corp | 38,567 | $1.23M | 0.00% | −272−0.7% | Reduced |
| Argyle Capital Management Inc. | 38,500 | $1.23M | 0.44% | −5,650−12.8% | Reduced |
| Ameritas Investment Partners, Inc. | 38,029 | $1.21M | 0.05% | −738−1.9% | Reduced |
| Cunning Capital Partners, LP | 0 | $1.20M | 0.76% | −37,575−100.0% | Reduced |
| State of Michigan Retirement System | 37,468 | $1.19M | 0.01% | −1,000−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 36,905 | $1.18M | 0.03% | +36,905 | New |
| Franklin Resources Inc | 36,155 | $1.15M | 0.00% | −14,240−28.3% | Reduced |
| Ritholtz Wealth Management | 36,095 | $1.15M | 0.05% | −8,604−19.2% | Reduced |
| Huber Capital Management LLC | 35,744 | $1.14M | 0.27% | +15,500+76.6% | Added |
| Engineers Gate Manager LP | 35,656 | $1.14M | 0.04% | −377−1.0% | Reduced |
| Teacher Retirement System of Texas | 35,272 | $1.12M | 0.01% | −17,474−33.1% | Reduced |
| Davy Global Fund Management Ltd | 35,012 | $1.12M | 0.21% | −678−1.9% | Reduced |
| Aigen Investment Management, LP | 34,869 | $1.11M | 0.16% | −17,080−32.9% | Reduced |
| Advisors Asset Management, Inc. | 34,301 | $1.09M | 0.02% | −22,940−40.1% | Reduced |
| APG Asset Management N.V. | 37,100 | $1.08M | 0.00% | −27,400−42.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 33,843 | $1.08M | 0.03% | +60+0.2% | Added |
| Corton Capital Inc. | 33,641 | $1.07M | 0.50% | +33,641 | New |
| Cerity Partners LLC | 32,758 | $1.04M | 0.00% | +859+2.7% | Added |
| Intech Investment Management LLC | 32,573 | $1.04M | 0.01% | −25,560−44.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 32,516 | $1.04M | 0.00% | +21,412+192.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 32,061 | $1.02M | 0.00% | +32,061 | New |
| Stratos Wealth Advisors, LLC | 32,047 | $1.02M | 0.07% | +32,047 | New |
| Linden Thomas Advisory Services, LLC | 31,624 | $1.01M | 0.22% | +1,045+3.4% | Added |
| New Mexico Educational Retirement Board | 31,100 | $991.0K | 0.04% | +2,900+10.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,930 | $953.9K | 0.00% | +5,506+22.5% | Added |
| Truist Financial Corp | 29,311 | $934.1K | 0.00% | −28,025−48.9% | Reduced |
| Xponance, Inc. | 28,896 | $920.9K | 0.01% | −4,020−12.2% | Reduced |
| Handelsbanken Fonder AB | 28,700 | $915.0K | 0.00% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 28,436 | $906.3K | 1.07% | +3,263+13.0% | Added |
| Teachers Retirement System of the State of Kentucky | 28,244 | $900.0K | 0.01% | +2,629+10.3% | Added |
| Federated Hermes, Inc. | 27,999 | $892.3K | 0.00% | −61,570−68.7% | Reduced |
| TCM Advisors, LLC | – | $796.8K | 0.34% | – | – |
| Atom Investors LP | 24,676 | $786.4K | 0.30% | +24,676 | New |
| Teza Capital Management LLC | 24,082 | $767.5K | 0.12% | +24,082 | New |
| Convergence Investment Partners, LLC | 23,839 | $760.0K | 0.44% | −12,283−34.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,782 | $757.9K | 0.00% | −111,026−82.4% | Reduced |
| Prudential PLC | 23,726 | $756.1K | 0.01% | −35,684−60.1% | Reduced |
| Genus Capital Management Inc. | 23,500 | $748.9K | 0.11% | +23,500 | New |
| Quent Capital, LLC | 22,880 | $729.2K | 0.11% | +113+0.5% | Added |
| Illinois Municipal Retirement Fund | 22,744 | $725.0K | 0.01% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 22,452 | $715.5K | 0.01% | +1,860+9.0% | Added |
| Wealthfront Advisers LLC | 22,428 | $714.8K | 0.00% | −325−1.4% | Reduced |
| Sherbrooke Park Advisers LLC | 22,400 | $713.9K | 0.37% | +16,600+286.2% | Added |
| Ifrah Financial Services, Inc. | 22,395 | $713.7K | 0.22% | −153−0.7% | Reduced |
| Ziegler Capital Management, LLC | 21,865 | $696.8K | 0.03% | −5,751−20.8% | Reduced |
| Ceera Investments, LLC | 21,749 | $693.1K | 0.40% | 00.0% | Unchanged |
| US Bancorp | 21,493 | $685.0K | 0.00% | +626+3.0% | Added |
| Toroso Investments, LLC | 21,477 | $684.0K | 0.02% | −55,490−72.1% | Reduced |
| Advisory Research Inc | 21,293 | $678.6K | 0.09% | +865+4.2% | Added |
| Advisor Group Holdings, Inc. | 20,785 | $662.5K | 0.00% | −50,740−70.9% | Reduced |
| CSS LLC | 20,442 | $651.5K | 0.05% | +5,000+32.4% | Added |