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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 74,214 | $3.17M | 0.01% | −762−1.0% | Reduced |
| Yousif Capital Management, LLC | 74,014 | $3.19M | 0.04% | −4,070−5.2% | Reduced |
| Massachusetts Financial Services Co | 74,339 | $3.20M | 0.00% | 00.0% | Unchanged |
| Agf Management Ltd | 76,141 | $3.28M | 0.02% | +76,141 | New |
| Mercer Global Advisors Inc | 77,035 | $3.32M | 0.01% | −1,827−2.3% | Reduced |
| Price T Rowe Associates Inc | 81,761 | $3.52M | 0.00% | +2,959+3.8% | Added |
| LPL Financial LLC | 82,047 | $3.53M | 0.00% | +3,047+3.9% | Added |
| WBI Investments | 82,948 | $3.57M | 0.72% | +82,948 | New |
| State of New Jersey Common Pension Fund D | 85,279 | $3.67M | 0.01% | −3,765−4.2% | Reduced |
| Mackenzie Financial Corp | 91,841 | $3.80M | 0.01% | −80,157−46.6% | Reduced |
| Treasurer of the State of North Carolina | 88,628 | $3.82M | 0.02% | +416+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 91,333 | $3.93M | 0.06% | −51,658−36.1% | Reduced |
| MetLife Investment Management | 91,358 | $3.93M | 0.03% | −3,989−4.2% | Reduced |
| Macquarie Group Ltd | 92,901 | $4.00M | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 94,530 | $4.07M | 0.01% | −92,117−49.4% | Reduced |
| Tectonic Advisors LLC | 94,967 | $4.09M | 0.38% | +3,441+3.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 95,504 | $4.11M | 0.26% | −9,032−8.6% | Reduced |
| Wells Fargo & Company | 96,820 | $4.17M | 0.00% | −18,417−16.0% | Reduced |
| Mutual of America Capital Management LLC | 99,085 | $4.27M | 0.05% | −11,396−10.3% | Reduced |
| Barclays PLC | 100,824 | $4.34M | 0.00% | −131,510−56.6% | Reduced |
| Nordea Investment Management AB | 100,982 | $4.40M | 0.01% | +3,655+3.8% | Added |
| Amalgamated Bank | 103,804 | $4.47M | 0.04% | −2,251−2.1% | Reduced |
| Citigroup Inc | 105,649 | $4.55M | 0.01% | −21,502−16.9% | Reduced |
| Franklin Resources Inc | 108,624 | $4.68M | 0.00% | +72,469+200.4% | Added |
| Crawford Investment Counsel Inc | 112,024 | $4.82M | 0.10% | +89,572+398.9% | Added |
| HSBC Holdings PLC | 112,053 | $4.85M | 0.01% | +102,550+1,079.1% | Added |
| Jane Street Group, LLC | 115,488 | $4.97M | 0.01% | +30,871+36.5% | Added |
| Nisa Investment Advisors, LLC | 116,578 | $5.02M | 0.04% | −23,243−16.6% | Reduced |
| Raymond James & Associates | 126,297 | $5.44M | 0.00% | +13,839+12.3% | Added |
| Manufacturers Life Insurance Company, The | 126,793 | $5.46M | 0.00% | +13,097+11.5% | Added |
| Texas Permanent School Fund | 129,333 | $5.57M | 0.05% | −4,751−3.5% | Reduced |
| Janus Henderson Group PLC | 129,990 | $5.60M | 0.00% | +56,451+76.8% | Added |
| First Trust Advisors LP | 132,471 | $5.70M | 0.01% | −39,885−23.1% | Reduced |
| Miller Value Partners, LLC | 135,000 | $5.81M | 3.65% | +135,000 | New |
| Putnam Investments LLC | 136,236 | $5.87M | 0.01% | +23,407+20.7% | Added |
| Alps Advisors Inc | 140,362 | $6.04M | 0.05% | +89,048+173.5% | Added |
| Lodge Hill Capital, LLC | 144,000 | $6.20M | 2.03% | −95,000−39.7% | Reduced |
| New York State Common Retirement Fund | 151,157 | $6.51M | 0.01% | −18,827−11.1% | Reduced |
| BNP Paribas Arbitrage, SA | 151,904 | $6.54M | 0.01% | +41,339+37.4% | Added |
| SEI Investments Co | 153,350 | $6.60M | 0.01% | +2,102+1.4% | Added |
| Great West Life Assurance Co | 154,628 | $6.66M | 0.02% | +24,403+18.7% | Added |
| CI Private Wealth, LLC | 154,997 | $6.67M | 0.02% | +203+0.1% | Added |
| Rodgers Brothers Inc. | 158,700 | $6.83M | 1.17% | +1,350+0.9% | Added |
| California State Teachers Retirement System | 169,380 | $7.29M | 0.01% | −16,461−8.9% | Reduced |
| Tudor Investment Corp Et Al | 170,879 | $7.36M | 0.11% | +157,035+1,134.3% | Added |
| Qube Research & Technologies Ltd | 177,578 | $7.65M | 0.02% | −378,166−68.0% | Reduced |
| Ensign Peak Advisors, Inc | 180,254 | $7.76M | 0.02% | −97,081−35.0% | Reduced |
| State Board of Administration of Florida Retirement System | 184,664 | $7.95M | 0.02% | +230+0.1% | Added |
| Bank of Montreal | 202,780 | $8.05M | 0.00% | +164,981+436.5% | Added |
| Financial Counselors Inc | 198,378 | $8.54M | 0.17% | −1,496−0.7% | Reduced |
| New York State Teachers Retirement System | 200,600 | $8.64M | 0.02% | −800−0.4% | Reduced |
| Credit Suisse AG | 206,745 | $8.90M | 0.01% | −3,321−1.6% | Reduced |
| American International Group, Inc. | 215,429 | $9.28M | 0.06% | −15,212−6.6% | Reduced |
| Swedbank AB | 215,968 | $9.30M | 0.02% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 219,180 | $9.44M | 2.40% | +219,180 | New |
| Alliancebernstein L.P. | 223,030 | $9.60M | 0.00% | −7,631−3.3% | Reduced |
| Trexquant Investment LP | 223,138 | $9.61M | 0.24% | +148,274+198.1% | Added |
| HRT Financial LP | 225,561 | $9.71M | 0.10% | +123,673+121.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 236,371 | $10.2M | 0.05% | −5,279−2.2% | Reduced |
| Ameriprise Financial Inc | 241,730 | $10.4M | 0.00% | −18,607−7.1% | Reduced |
| South Dakota Investment Council | 250,402 | $10.8M | 0.25% | −26,838−9.7% | Reduced |
| Legal & General Group Plc | 256,025 | $11.0M | 0.00% | +9,757+4.0% | Added |
| Royal Bank of Canada | 261,766 | $11.3M | 0.00% | −42,641−14.0% | Reduced |
| Voya Investment Management LLC | 271,791 | $11.7M | 0.01% | −159,203−36.9% | Reduced |
| California Public Employees Retirement System | 287,610 | $12.4M | 0.01% | +14,747+5.4% | Added |
| Retirement Systems of Alabama | 294,043 | $12.7M | 0.06% | −6,104−2.0% | Reduced |
| Sound Income Strategies, LLC | 299,366 | $12.9M | 1.09% | +21,101+7.6% | Added |
| UBS Asset Management Americas Inc | 305,626 | $13.2M | 0.01% | −140,371−31.5% | Reduced |
| Renaissance Technologies LLC | 320,600 | $13.8M | 0.02% | +320,600 | New |
| Bridgewater Associates, LP | 330,084 | $14.2M | 0.09% | +154,945+88.5% | Added |
| Swiss National Bank | 334,800 | $14.4M | 0.01% | +3,300+1.0% | Added |
| Storebrand Asset Management AS | 362,907 | $15.6M | 0.07% | +955+0.3% | Added |
| UBS Group AG | 370,069 | $15.9M | 0.01% | +77,952+26.7% | Added |
| Victory Capital Management Inc | 376,198 | $16.2M | 0.02% | −30,270−7.4% | Reduced |
| Los Angeles Capital Management LLC | 455,752 | $19.6M | 0.08% | −199,942−30.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 477,529 | $20.6M | 0.05% | −36,350−7.1% | Reduced |
| Invesco Ltd. | 493,953 | $21.3M | 0.01% | −391,776−44.2% | Reduced |
| Rhumbline Advisers | 508,944 | $21.9M | 0.03% | −5,826−1.1% | Reduced |
| American Century Companies Inc | 514,674 | $22.2M | 0.02% | +63,942+14.2% | Added |
| Jupiter Asset Management Ltd | 550,000 | $23.7M | 0.26% | 00.0% | Unchanged |
| Bank of America Corp | 555,295 | $23.9M | 0.00% | +6,836+1.2% | Added |
| Principal Financial Group Inc | 566,187 | $24.4M | 0.02% | −10,024−1.7% | Reduced |
| Royce & Associates LP | 575,120 | $24.8M | 0.25% | −115,767−16.8% | Reduced |
| JPMorgan Chase & Co | 599,588 | $25.8M | 0.00% | −141,465−19.1% | Reduced |
| Man Group plc | – | $28.8M | 0.09% | – | – |
| Voloridge Investment Management, LLC | 753,413 | $32.4M | 0.16% | −147,087−16.3% | Reduced |
| Schroder Investment Management Group | 815,936 | $35.1M | 0.05% | −20,845−2.5% | Reduced |
| Nuveen Asset Management, LLC | 902,328 | $38.9M | 0.01% | +25,997+3.0% | Added |
| HighTower Advisors, LLC | 954,038 | $41.1M | 0.08% | +65,478+7.4% | Added |
| Artisan Partners Limited Partnership | 996,272 | $42.9M | 0.07% | −33,082−3.2% | Reduced |
| NewEdge Wealth, LLC | 1,007,746 | $43.4M | 1.37% | +188,023+22.9% | Added |
| D. E. Shaw & Co., Inc. | 1,170,087 | $50.4M | 0.08% | +559,686+91.7% | Added |
| Goldman Sachs Group Inc | 1,182,158 | $50.9M | 0.01% | +257,207+27.8% | Added |
| Morgan Stanley | 1,206,525 | $52.0M | 0.01% | −163,289−11.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,523,158 | $65.6M | 0.08% | +15,050+1.0% | Added |
| Pacer Advisors, Inc. | 1,559,894 | $67.2M | 0.26% | −236,448−13.2% | Reduced |
| Norges Bank | 1,641,332 | $70.7M | 0.01% | +240,176+17.1% | Added |
| LSV Asset Management | 1,695,215 | $73.0M | 0.17% | −132,875−7.3% | Reduced |
| Bank of New York Mellon Corp | 1,926,235 | $82.9M | 0.02% | −49,660−2.5% | Reduced |
| Citadel Advisors LLC | 2,040,015 | $87.8M | 0.09% | +111,545+5.8% | Added |