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, Q3 2023
Institutional positions in H&R Block Inc as of Sep 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
- 413
- +18 vs. Q2 2023
- Shares held
- 132.2M
- −3.20M (−2.4%) vs. Q2 2023
- Total value
- $5.72B
- +$1.40B (+32.4%) vs. Q2 2023
- New holders
- 68
- 127 more added
- Sold out
- 50
- 141 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 21,926,329 | $944.1M | 0.08% | −915,125−4.0% | Reduced |
| BlackRock Inc. | 18,420,699 | $793.2M | 0.02% | −167,559−0.9% | Reduced |
| Vanguard Group Inc | 15,033,400 | $647.3M | 0.02% | −376,641−2.4% | Reduced |
| Lazard Asset Management LLC | 6,331,001 | $272.6M | 0.37% | −291,013−4.4% | Reduced |
| State Street Corp | 6,085,710 | $263.9M | 0.01% | +90,664+1.5% | Added |
| Charles Schwab Investment Management Inc | 3,844,387 | $165.5M | 0.05% | +118,329+3.2% | Added |
| Wellington Management Group LLP | 3,582,417 | $154.3M | 0.03% | −221,397−5.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,768,425 | $119.2M | 0.69% | +1,453,504+110.5% | Added |
| AQR Capital Management LLC | 2,719,479 | $117.1M | 0.24% | −192,224−6.6% | Reduced |
| Boston Partners | 2,546,443 | $109.6M | 0.15% | −45,709−1.8% | Reduced |
| Dimensional Fund Advisors LP | 2,389,939 | $102.9M | 0.03% | +159,048+7.1% | Added |
| Geode Capital Management, LLC | 2,374,728 | $102.4M | 0.01% | +42,824+1.8% | Added |
| Northern Trust Corp | 2,175,172 | $93.7M | 0.02% | −92,962−4.1% | Reduced |
| Citadel Advisors LLC | 2,040,015 | $87.8M | 0.09% | +111,545+5.8% | Added |
| Bank of New York Mellon Corp | 1,926,235 | $82.9M | 0.02% | −49,660−2.5% | Reduced |
| LSV Asset Management | 1,695,215 | $73.0M | 0.17% | −132,875−7.3% | Reduced |
| Norges Bank | 1,641,332 | $70.7M | 0.01% | +240,176+17.1% | Added |
| Pacer Advisors, Inc. | 1,559,894 | $67.2M | 0.26% | −236,448−13.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,523,158 | $65.6M | 0.08% | +15,050+1.0% | Added |
| Morgan Stanley | 1,206,525 | $52.0M | 0.01% | −163,289−11.9% | Reduced |
| Goldman Sachs Group Inc | 1,182,158 | $50.9M | 0.01% | +257,207+27.8% | Added |
| D. E. Shaw & Co., Inc. | 1,170,087 | $50.4M | 0.08% | +559,686+91.7% | Added |
| NewEdge Wealth, LLC | 1,007,746 | $43.4M | 1.37% | +188,023+22.9% | Added |
| Artisan Partners Limited Partnership | 996,272 | $42.9M | 0.07% | −33,082−3.2% | Reduced |
| HighTower Advisors, LLC | 954,038 | $41.1M | 0.08% | +65,478+7.4% | Added |
| Nuveen Asset Management, LLC | 902,328 | $38.9M | 0.01% | +25,997+3.0% | Added |
| Schroder Investment Management Group | 815,936 | $35.1M | 0.05% | −20,845−2.5% | Reduced |
| Voloridge Investment Management, LLC | 753,413 | $32.4M | 0.16% | −147,087−16.3% | Reduced |
| Man Group plc | – | $28.8M | 0.09% | – | – |
| JPMorgan Chase & Co | 599,588 | $25.8M | 0.00% | −141,465−19.1% | Reduced |
| Royce & Associates LP | 575,120 | $24.8M | 0.25% | −115,767−16.8% | Reduced |
| Principal Financial Group Inc | 566,187 | $24.4M | 0.02% | −10,024−1.7% | Reduced |
| Bank of America Corp | 555,295 | $23.9M | 0.00% | +6,836+1.2% | Added |
| Jupiter Asset Management Ltd | 550,000 | $23.7M | 0.26% | 00.0% | Unchanged |
| American Century Companies Inc | 514,674 | $22.2M | 0.02% | +63,942+14.2% | Added |
| Rhumbline Advisers | 508,944 | $21.9M | 0.03% | −5,826−1.1% | Reduced |
| Invesco Ltd. | 493,953 | $21.3M | 0.01% | −391,776−44.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 477,529 | $20.6M | 0.05% | −36,350−7.1% | Reduced |
| Los Angeles Capital Management LLC | 455,752 | $19.6M | 0.08% | −199,942−30.5% | Reduced |
| Victory Capital Management Inc | 376,198 | $16.2M | 0.02% | −30,270−7.4% | Reduced |
| UBS Group AG | 370,069 | $15.9M | 0.01% | +77,952+26.7% | Added |
| Storebrand Asset Management AS | 362,907 | $15.6M | 0.07% | +955+0.3% | Added |
| Swiss National Bank | 334,800 | $14.4M | 0.01% | +3,300+1.0% | Added |
| Bridgewater Associates, LP | 330,084 | $14.2M | 0.09% | +154,945+88.5% | Added |
| Renaissance Technologies LLC | 320,600 | $13.8M | 0.02% | +320,600 | New |
| UBS Asset Management Americas Inc | 305,626 | $13.2M | 0.01% | −140,371−31.5% | Reduced |
| Sound Income Strategies, LLC | 299,366 | $12.9M | 1.09% | +21,101+7.6% | Added |
| Retirement Systems of Alabama | 294,043 | $12.7M | 0.06% | −6,104−2.0% | Reduced |
| California Public Employees Retirement System | 287,610 | $12.4M | 0.01% | +14,747+5.4% | Added |
| Voya Investment Management LLC | 271,791 | $11.7M | 0.01% | −159,203−36.9% | Reduced |
| Royal Bank of Canada | 261,766 | $11.3M | 0.00% | −42,641−14.0% | Reduced |
| Legal & General Group Plc | 256,025 | $11.0M | 0.00% | +9,757+4.0% | Added |
| South Dakota Investment Council | 250,402 | $10.8M | 0.25% | −26,838−9.7% | Reduced |
| Ameriprise Financial Inc | 241,730 | $10.4M | 0.00% | −18,607−7.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 236,371 | $10.2M | 0.05% | −5,279−2.2% | Reduced |
| HRT Financial LP | 225,561 | $9.71M | 0.10% | +123,673+121.4% | Added |
| Trexquant Investment LP | 223,138 | $9.61M | 0.24% | +148,274+198.1% | Added |
| Alliancebernstein L.P. | 223,030 | $9.60M | 0.00% | −7,631−3.3% | Reduced |
| Ibex Wealth Advisors | 219,180 | $9.44M | 2.40% | +219,180 | New |
| Swedbank AB | 215,968 | $9.30M | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 215,429 | $9.28M | 0.06% | −15,212−6.6% | Reduced |
| Credit Suisse AG | 206,745 | $8.90M | 0.01% | −3,321−1.6% | Reduced |
| New York State Teachers Retirement System | 200,600 | $8.64M | 0.02% | −800−0.4% | Reduced |
| Financial Counselors Inc | 198,378 | $8.54M | 0.17% | −1,496−0.7% | Reduced |
| Bank of Montreal | 202,780 | $8.05M | 0.00% | +164,981+436.5% | Added |
| State Board of Administration of Florida Retirement System | 184,664 | $7.95M | 0.02% | +230+0.1% | Added |
| Ensign Peak Advisors, Inc | 180,254 | $7.76M | 0.02% | −97,081−35.0% | Reduced |
| Qube Research & Technologies Ltd | 177,578 | $7.65M | 0.02% | −378,166−68.0% | Reduced |
| Tudor Investment Corp Et Al | 170,879 | $7.36M | 0.11% | +157,035+1,134.3% | Added |
| California State Teachers Retirement System | 169,380 | $7.29M | 0.01% | −16,461−8.9% | Reduced |
| Rodgers Brothers Inc. | 158,700 | $6.83M | 1.17% | +1,350+0.9% | Added |
| CI Private Wealth, LLC | 154,997 | $6.67M | 0.02% | +203+0.1% | Added |
| Great West Life Assurance Co | 154,628 | $6.66M | 0.02% | +24,403+18.7% | Added |
| SEI Investments Co | 153,350 | $6.60M | 0.01% | +2,102+1.4% | Added |
| BNP Paribas Arbitrage, SA | 151,904 | $6.54M | 0.01% | +41,339+37.4% | Added |
| New York State Common Retirement Fund | 151,157 | $6.51M | 0.01% | −18,827−11.1% | Reduced |
| Lodge Hill Capital, LLC | 144,000 | $6.20M | 2.03% | −95,000−39.7% | Reduced |
| Alps Advisors Inc | 140,362 | $6.04M | 0.05% | +89,048+173.5% | Added |
| Putnam Investments LLC | 136,236 | $5.87M | 0.01% | +23,407+20.7% | Added |
| Miller Value Partners, LLC | 135,000 | $5.81M | 3.65% | +135,000 | New |
| First Trust Advisors LP | 132,471 | $5.70M | 0.01% | −39,885−23.1% | Reduced |
| Janus Henderson Group PLC | 129,990 | $5.60M | 0.00% | +56,451+76.8% | Added |
| Texas Permanent School Fund | 129,333 | $5.57M | 0.05% | −4,751−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 126,793 | $5.46M | 0.00% | +13,097+11.5% | Added |
| Raymond James & Associates | 126,297 | $5.44M | 0.00% | +13,839+12.3% | Added |
| Nisa Investment Advisors, LLC | 116,578 | $5.02M | 0.04% | −23,243−16.6% | Reduced |
| Jane Street Group, LLC | 115,488 | $4.97M | 0.01% | +30,871+36.5% | Added |
| HSBC Holdings PLC | 112,053 | $4.85M | 0.01% | +102,550+1,079.1% | Added |
| Crawford Investment Counsel Inc | 112,024 | $4.82M | 0.10% | +89,572+398.9% | Added |
| Franklin Resources Inc | 108,624 | $4.68M | 0.00% | +72,469+200.4% | Added |
| Citigroup Inc | 105,649 | $4.55M | 0.01% | −21,502−16.9% | Reduced |
| Amalgamated Bank | 103,804 | $4.47M | 0.04% | −2,251−2.1% | Reduced |
| Nordea Investment Management AB | 100,982 | $4.40M | 0.01% | +3,655+3.8% | Added |
| Barclays PLC | 100,824 | $4.34M | 0.00% | −131,510−56.6% | Reduced |
| Mutual of America Capital Management LLC | 99,085 | $4.27M | 0.05% | −11,396−10.3% | Reduced |
| Wells Fargo & Company | 96,820 | $4.17M | 0.00% | −18,417−16.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 95,504 | $4.11M | 0.26% | −9,032−8.6% | Reduced |
| Tectonic Advisors LLC | 94,967 | $4.09M | 0.38% | +3,441+3.8% | Added |
| Allianz Asset Management GmbH | 94,530 | $4.07M | 0.01% | −92,117−49.4% | Reduced |
| Macquarie Group Ltd | 92,901 | $4.00M | 0.01% | 00.0% | Unchanged |