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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 2,175,172 | $93.7M | 0.02% | −92,962−4.1% | Reduced |
| Geode Capital Management, LLC | 2,374,728 | $102.4M | 0.01% | +42,824+1.8% | Added |
| Dimensional Fund Advisors LP | 2,389,939 | $102.9M | 0.03% | +159,048+7.1% | Added |
| Boston Partners | 2,546,443 | $109.6M | 0.15% | −45,709−1.8% | Reduced |
| AQR Capital Management LLC | 2,719,479 | $117.1M | 0.24% | −192,224−6.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,768,425 | $119.2M | 0.69% | +1,453,504+110.5% | Added |
| Wellington Management Group LLP | 3,582,417 | $154.3M | 0.03% | −221,397−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 3,844,387 | $165.5M | 0.05% | +118,329+3.2% | Added |
| State Street Corp | 6,085,710 | $263.9M | 0.01% | +90,664+1.5% | Added |
| Lazard Asset Management LLC | 6,331,001 | $272.6M | 0.37% | −291,013−4.4% | Reduced |
| Vanguard Group Inc | 15,033,400 | $647.3M | 0.02% | −376,641−2.4% | Reduced |
| BlackRock Inc. | 18,420,699 | $793.2M | 0.02% | −167,559−0.9% | Reduced |
| FMR LLC | 21,926,329 | $944.1M | 0.08% | −915,125−4.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −388,528−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −173,585−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −131,100−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −84,572−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −80,295−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −52,002−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −45,226−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −43,747−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −40,471−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −34,869−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −33,641−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −32,061−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −24,676−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −24,082−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −23,782−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −22,400−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −20,044−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,595−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −18,391−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −17,991−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −16,305−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −11,428−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −10,893−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −10,392−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −10,239−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −8,561−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,085−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −7,993−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,796−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,737−100.0% | Sold out |
| Zhang Financial LLC | 0 | $0 | 0.00% | −7,631−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,594−100.0% | Sold out |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −6,784−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Sage Rock Capital Management LP | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −2,232−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |
| Piershale Financial Group, Inc. | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |