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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 17,232 | $742.0K | 0.01% | −15,341−47.1% | Reduced |
| State of Wisconsin Investment Board | 17,298 | $744.9K | 0.00% | +4,658+36.9% | Added |
| Carlson Capital Management | 17,400 | $749.2K | 0.04% | 00.0% | Unchanged |
| Kendall Capital Management | 17,410 | $750.0K | 0.33% | +11,025+172.7% | Added |
| Public Employees Retirement Association of Colorado | 17,679 | $761.0K | 0.00% | −1,511−7.9% | Reduced |
| Pictet Asset Management Holding SA | 17,908 | $771.1K | 0.00% | +17,908 | New |
| Ethic Inc. | 17,914 | $771.4K | 0.03% | −229−1.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $775.1K | 0.12% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 18,093 | $779.0K | 0.01% | −780−4.1% | Reduced |
| MSH Capital Advisors LLC | 18,354 | $790.3K | 0.31% | −901−4.7% | Reduced |
| Federated Hermes, Inc. | 19,387 | $834.8K | 0.00% | −8,612−30.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,853 | $854.9K | 0.00% | +411+2.1% | Added |
| Brandywine Global Investment Management, LLC | 19,888 | $856.4K | 0.01% | +19,888 | New |
| Advisors Asset Management, Inc. | 20,003 | $861.3K | 0.02% | −14,298−41.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 20,449 | $880.5K | 0.08% | −348,567−94.5% | Reduced |
| Advisory Research Inc | 20,472 | $881.5K | 0.12% | −821−3.9% | Reduced |
| AE Wealth Management LLC | 20,760 | $893.9K | 0.01% | +6,025+40.9% | Added |
| Ceera Investments, LLC | 21,749 | $936.5K | 0.51% | 00.0% | Unchanged |
| US Bancorp | 21,931 | $944.3K | 0.00% | +438+2.0% | Added |
| Toroso Investments, LLC | 22,066 | $950.2K | 0.03% | +589+2.7% | Added |
| Wealthfront Advisers LLC | 22,082 | $950.9K | 0.00% | −346−1.5% | Reduced |
| Kestra Advisory Services, LLC | 22,120 | $952.5K | 0.01% | +9,958+81.9% | Added |
| Ifrah Financial Services, Inc. | 22,264 | $958.7K | 0.30% | −131−0.6% | Reduced |
| Simplex Trading, LLC | 22,511 | $969.0K | 0.04% | +22,511 | New |
| Illinois Municipal Retirement Fund | 22,744 | $979.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 22,763 | $980.2K | 0.00% | +3,236+16.6% | Added |
| Quent Capital, LLC | 22,926 | $987.2K | 0.15% | +46+0.2% | Added |
| Bayesian Capital Management, LP | 23,372 | $1.01M | 0.11% | +23,372 | New |
| Susquehanna International Group, LLP | 23,562 | $1.01M | 0.00% | +14,228+152.4% | Added |
| Prudential PLC | 23,684 | $1.02M | 0.01% | −42−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,808 | $1.02M | 0.00% | +5,218+28.1% | Added |
| TCM Advisors, LLC | – | $1.05M | 0.94% | – | – |
| APG Asset Management N.V. | 24,800 | $1.07M | 0.00% | −12,300−33.2% | Reduced |
| Convergence Investment Partners, LLC | 26,229 | $1.13M | 0.67% | +2,390+10.0% | Added |
| Ziegler Capital Management, LLC | 27,065 | $1.17M | 0.05% | +5,200+23.8% | Added |
| Axq Capital, LP | 27,500 | $1.18M | 0.42% | +27,500 | New |
| Commonwealth Equity Services, LLC | 27,542 | $1.19M | 0.00% | −20,926−43.2% | Reduced |
| MML Investors Services, LLC | 27,880 | $1.20M | 0.01% | +12,407+80.2% | Added |
| OmniStar Financial Group, Inc. | 28,390 | $1.22M | 1.45% | −46−0.2% | Reduced |
| GTS Securities LLC | 28,608 | $1.23M | 0.03% | +28,608 | New |
| Handelsbanken Fonder AB | 28,700 | $1.24M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,364 | $1.26M | 0.01% | −566−1.9% | Reduced |
| Xponance, Inc. | 29,736 | $1.28M | 0.02% | +840+2.9% | Added |
| Linden Thomas Advisory Services, LLC | 30,626 | $1.32M | 0.29% | −998−3.2% | Reduced |
| Cerity Partners LLC | 30,731 | $1.32M | 0.01% | −2,027−6.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,838 | $1.33M | 0.01% | −42,774−58.1% | Reduced |
| New Mexico Educational Retirement Board | 31,100 | $1.34M | 0.06% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 31,177 | $1.34M | 0.03% | −56,534−64.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 31,500 | $1.36M | 0.26% | −33,500−51.5% | Reduced |
| Burney Co | 32,478 | $1.40M | 0.07% | +32,478 | New |
| SG Americas Securities, LLC | 32,559 | $1.40M | 0.02% | +24,932+326.9% | Added |
| Davy Global Fund Management Ltd | 33,080 | $1.42M | 0.29% | −1,932−5.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 33,774 | $1.45M | 0.04% | −69−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 33,945 | $1.46M | 0.10% | +1,898+5.9% | Added |
| Ameritas Investment Partners, Inc. | 34,153 | $1.47M | 0.06% | −3,876−10.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 35,015 | $1.51M | 0.00% | −15,345−30.5% | Reduced |
| Huber Capital Management LLC | 35,744 | $1.54M | 0.36% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 35,864 | $1.54M | 0.00% | +15,079+72.5% | Added |
| Envestnet Asset Management Inc | 35,961 | $1.55M | 0.00% | −46,933−56.6% | Reduced |
| State of Michigan Retirement System | 36,368 | $1.57M | 0.01% | −1,100−2.9% | Reduced |
| Redwood Investment Management, LLC | 36,855 | $1.59M | 0.14% | +36,855 | New |
| Cunning Capital Partners, LP | 37,575 | $1.62M | 1.06% | +37,575 | Added |
| Thrivent Financial for Lutherans | 38,131 | $1.64M | 0.00% | −1,175−3.0% | Reduced |
| Argyle Capital Management Inc. | 38,500 | $1.66M | 0.61% | 00.0% | Unchanged |
| M&T Bank Corp | 38,947 | $1.68M | 0.01% | +380+1.0% | Added |
| Ritholtz Wealth Management | 38,973 | $1.68M | 0.08% | +2,878+8.0% | Added |
| Aviva PLC | 39,230 | $1.69M | 0.01% | +39,230 | New |
| Creative Planning | 41,532 | $1.79M | 0.00% | −35,694−46.2% | Reduced |
| Summit Global Investments | 41,619 | $1.79M | 0.12% | −2,198−5.0% | Reduced |
| Oregon Public Employees Retirement Fund | 42,739 | $1.84M | 0.03% | −1,300−3.0% | Reduced |
| Louisiana State Employees Retirement System | 43,100 | $1.86M | 0.04% | −1,400−3.1% | Reduced |
| Arizona State Retirement System | 43,360 | $1.87M | 0.02% | +588+1.4% | Added |
| Russell Investments Group, Ltd. | 44,532 | $1.92M | 0.00% | +4,230+10.5% | Added |
| Commerce Bank | 46,106 | $1.99M | 0.02% | +2,028+4.6% | Added |
| Empowered Funds, LLC | 46,894 | $2.02M | 0.06% | +46,894 | New |
| Ontario Teachers Pension Plan Board | 49,386 | $2.13M | 0.02% | −33,805−40.6% | Reduced |
| Human Investing LLC | 51,073 | $2.20M | 0.51% | −678−1.3% | Reduced |
| Stifel Financial Corp | 51,122 | $2.20M | 0.00% | −530−1.0% | Reduced |
| Dark Forest Capital Management LP | 52,814 | $2.27M | 0.19% | +52,814 | New |
| Rings Capital Management LLC | 53,000 | $2.28M | 2.08% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 53,398 | $2.30M | 0.02% | +25,154+89.1% | Added |
| Auxier Asset Management | 53,577 | $2.31M | 0.39% | −170−0.3% | Reduced |
| Blue Whale Capital LLP | 55,000 | $2.37M | 0.38% | +55,000 | New |
| Alberta Investment Management Corp | 56,800 | $2.45M | 0.03% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 57,455 | $2.47M | 0.04% | +57,455 | New |
| Deutsche Bank AG | 58,927 | $2.54M | 0.00% | +685+1.2% | Added |
| Glenmede Trust Co NA | 60,634 | $2.61M | 0.01% | +2,643+4.6% | Added |
| Seven Eight Capital, LP | 61,506 | $2.65M | 0.31% | +61,506 | New |
| Guggenheim Capital LLC | 62,566 | $2.69M | 0.02% | −2,216−3.4% | Reduced |
| Algert Global LLC | 64,110 | $2.76M | 0.13% | +64,110 | New |
| Round Hill Asset Management | 64,899 | $2.79M | 1.84% | −2,853−4.2% | Reduced |
| Millennium Management LLC | 65,063 | $2.80M | 0.00% | −1,149,159−94.6% | Reduced |
| Comerica Bank | 66,490 | $2.86M | 0.01% | +59,394+837.0% | Added |
| Janney Montgomery Scott LLC | 66,994 | $2.88M | 0.01% | −1,710−2.5% | Reduced |
| PGGM Investments | 67,079 | $2.89M | 0.05% | −239−0.4% | Reduced |
| Teacher Retirement System of Texas | 68,846 | $2.96M | 0.02% | +33,574+95.2% | Added |
| Public Employees Retirement System of Ohio | 69,051 | $2.97M | 0.01% | −6,872−9.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 69,885 | $3.01M | 0.01% | +19,052+37.5% | Added |
| Crossmark Global Holdings, Inc. | 70,860 | $3.02M | 0.07% | +56,745+402.0% | Added |
| Alaska Permanent Fund Corp | 73,400 | $3.16M | 0.06% | 00.0% | Unchanged |