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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 91,358 | $3.93M | 0.03% | −3,989−4.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 91,333 | $3.93M | 0.06% | −51,658−36.1% | Reduced |
| Treasurer of the State of North Carolina | 88,628 | $3.82M | 0.02% | +416+0.5% | Added |
| Mackenzie Financial Corp | 91,841 | $3.80M | 0.01% | −80,157−46.6% | Reduced |
| State of New Jersey Common Pension Fund D | 85,279 | $3.67M | 0.01% | −3,765−4.2% | Reduced |
| WBI Investments | 82,948 | $3.57M | 0.72% | +82,948 | New |
| LPL Financial LLC | 82,047 | $3.53M | 0.00% | +3,047+3.9% | Added |
| Price T Rowe Associates Inc | 81,761 | $3.52M | 0.00% | +2,959+3.8% | Added |
| Mercer Global Advisors Inc | 77,035 | $3.32M | 0.01% | −1,827−2.3% | Reduced |
| Agf Management Ltd | 76,141 | $3.28M | 0.02% | +76,141 | New |
| Massachusetts Financial Services Co | 74,339 | $3.20M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 74,014 | $3.19M | 0.04% | −4,070−5.2% | Reduced |
| DekaBank Deutsche Girozentrale | 74,214 | $3.17M | 0.01% | −762−1.0% | Reduced |
| Alaska Permanent Fund Corp | 73,400 | $3.16M | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 70,860 | $3.02M | 0.07% | +56,745+402.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 69,885 | $3.01M | 0.01% | +19,052+37.5% | Added |
| Public Employees Retirement System of Ohio | 69,051 | $2.97M | 0.01% | −6,872−9.1% | Reduced |
| Teacher Retirement System of Texas | 68,846 | $2.96M | 0.02% | +33,574+95.2% | Added |
| PGGM Investments | 67,079 | $2.89M | 0.05% | −239−0.4% | Reduced |
| Janney Montgomery Scott LLC | 66,994 | $2.88M | 0.01% | −1,710−2.5% | Reduced |
| Comerica Bank | 66,490 | $2.86M | 0.01% | +59,394+837.0% | Added |
| Millennium Management LLC | 65,063 | $2.80M | 0.00% | −1,149,159−94.6% | Reduced |
| Round Hill Asset Management | 64,899 | $2.79M | 1.84% | −2,853−4.2% | Reduced |
| Algert Global LLC | 64,110 | $2.76M | 0.13% | +64,110 | New |
| Guggenheim Capital LLC | 62,566 | $2.69M | 0.02% | −2,216−3.4% | Reduced |
| Seven Eight Capital, LP | 61,506 | $2.65M | 0.31% | +61,506 | New |
| Glenmede Trust Co NA | 60,634 | $2.61M | 0.01% | +2,643+4.6% | Added |
| Deutsche Bank AG | 58,927 | $2.54M | 0.00% | +685+1.2% | Added |
| QRG Capital Management, Inc. | 57,455 | $2.47M | 0.04% | +57,455 | New |
| Alberta Investment Management Corp | 56,800 | $2.45M | 0.03% | 00.0% | Unchanged |
| Blue Whale Capital LLP | 55,000 | $2.37M | 0.38% | +55,000 | New |
| Auxier Asset Management | 53,577 | $2.31M | 0.39% | −170−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 53,398 | $2.30M | 0.02% | +25,154+89.1% | Added |
| Rings Capital Management LLC | 53,000 | $2.28M | 2.08% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 52,814 | $2.27M | 0.19% | +52,814 | New |
| Stifel Financial Corp | 51,122 | $2.20M | 0.00% | −530−1.0% | Reduced |
| Human Investing LLC | 51,073 | $2.20M | 0.51% | −678−1.3% | Reduced |
| Ontario Teachers Pension Plan Board | 49,386 | $2.13M | 0.02% | −33,805−40.6% | Reduced |
| Empowered Funds, LLC | 46,894 | $2.02M | 0.06% | +46,894 | New |
| Commerce Bank | 46,106 | $1.99M | 0.02% | +2,028+4.6% | Added |
| Russell Investments Group, Ltd. | 44,532 | $1.92M | 0.00% | +4,230+10.5% | Added |
| Arizona State Retirement System | 43,360 | $1.87M | 0.02% | +588+1.4% | Added |
| Louisiana State Employees Retirement System | 43,100 | $1.86M | 0.04% | −1,400−3.1% | Reduced |
| Oregon Public Employees Retirement Fund | 42,739 | $1.84M | 0.03% | −1,300−3.0% | Reduced |
| Summit Global Investments | 41,619 | $1.79M | 0.12% | −2,198−5.0% | Reduced |
| Creative Planning | 41,532 | $1.79M | 0.00% | −35,694−46.2% | Reduced |
| Aviva PLC | 39,230 | $1.69M | 0.01% | +39,230 | New |
| Ritholtz Wealth Management | 38,973 | $1.68M | 0.08% | +2,878+8.0% | Added |
| M&T Bank Corp | 38,947 | $1.68M | 0.01% | +380+1.0% | Added |
| Argyle Capital Management Inc. | 38,500 | $1.66M | 0.61% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 38,131 | $1.64M | 0.00% | −1,175−3.0% | Reduced |
| Cunning Capital Partners, LP | 37,575 | $1.62M | 1.06% | +37,575 | Added |
| Redwood Investment Management, LLC | 36,855 | $1.59M | 0.14% | +36,855 | New |
| State of Michigan Retirement System | 36,368 | $1.57M | 0.01% | −1,100−2.9% | Reduced |
| Envestnet Asset Management Inc | 35,961 | $1.55M | 0.00% | −46,933−56.6% | Reduced |
| Advisor Group Holdings, Inc. | 35,864 | $1.54M | 0.00% | +15,079+72.5% | Added |
| Huber Capital Management LLC | 35,744 | $1.54M | 0.36% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 35,015 | $1.51M | 0.00% | −15,345−30.5% | Reduced |
| Ameritas Investment Partners, Inc. | 34,153 | $1.47M | 0.06% | −3,876−10.2% | Reduced |
| Stratos Wealth Advisors, LLC | 33,945 | $1.46M | 0.10% | +1,898+5.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,774 | $1.45M | 0.04% | −69−0.2% | Reduced |
| Davy Global Fund Management Ltd | 33,080 | $1.42M | 0.29% | −1,932−5.5% | Reduced |
| SG Americas Securities, LLC | 32,559 | $1.40M | 0.02% | +24,932+326.9% | Added |
| Burney Co | 32,478 | $1.40M | 0.07% | +32,478 | New |
| Hussman Strategic Advisors, Inc. | 31,500 | $1.36M | 0.26% | −33,500−51.5% | Reduced |
| Wedge Capital Management L L P | 31,177 | $1.34M | 0.03% | −56,534−64.5% | Reduced |
| New Mexico Educational Retirement Board | 31,100 | $1.34M | 0.06% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,838 | $1.33M | 0.01% | −42,774−58.1% | Reduced |
| Cerity Partners LLC | 30,731 | $1.32M | 0.01% | −2,027−6.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,626 | $1.32M | 0.29% | −998−3.2% | Reduced |
| Xponance, Inc. | 29,736 | $1.28M | 0.02% | +840+2.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,364 | $1.26M | 0.01% | −566−1.9% | Reduced |
| Handelsbanken Fonder AB | 28,700 | $1.24M | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 28,608 | $1.23M | 0.03% | +28,608 | New |
| OmniStar Financial Group, Inc. | 28,390 | $1.22M | 1.45% | −46−0.2% | Reduced |
| MML Investors Services, LLC | 27,880 | $1.20M | 0.01% | +12,407+80.2% | Added |
| Commonwealth Equity Services, LLC | 27,542 | $1.19M | 0.00% | −20,926−43.2% | Reduced |
| Axq Capital, LP | 27,500 | $1.18M | 0.42% | +27,500 | New |
| Ziegler Capital Management, LLC | 27,065 | $1.17M | 0.05% | +5,200+23.8% | Added |
| Convergence Investment Partners, LLC | 26,229 | $1.13M | 0.67% | +2,390+10.0% | Added |
| APG Asset Management N.V. | 24,800 | $1.07M | 0.00% | −12,300−33.2% | Reduced |
| TCM Advisors, LLC | – | $1.05M | 0.94% | – | – |
| Cambridge Investment Research Advisors, Inc. | 23,808 | $1.02M | 0.00% | +5,218+28.1% | Added |
| Prudential PLC | 23,684 | $1.02M | 0.01% | −42−0.2% | Reduced |
| Susquehanna International Group, LLP | 23,562 | $1.01M | 0.00% | +14,228+152.4% | Added |
| Bayesian Capital Management, LP | 23,372 | $1.01M | 0.11% | +23,372 | New |
| Quent Capital, LLC | 22,926 | $987.2K | 0.15% | +46+0.2% | Added |
| Mariner, LLC | 22,763 | $980.2K | 0.00% | +3,236+16.6% | Added |
| Illinois Municipal Retirement Fund | 22,744 | $979.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 22,511 | $969.0K | 0.04% | +22,511 | New |
| Ifrah Financial Services, Inc. | 22,264 | $958.7K | 0.30% | −131−0.6% | Reduced |
| Kestra Advisory Services, LLC | 22,120 | $952.5K | 0.01% | +9,958+81.9% | Added |
| Wealthfront Advisers LLC | 22,082 | $950.9K | 0.00% | −346−1.5% | Reduced |
| Toroso Investments, LLC | 22,066 | $950.2K | 0.03% | +589+2.7% | Added |
| US Bancorp | 21,931 | $944.3K | 0.00% | +438+2.0% | Added |
| Ceera Investments, LLC | 21,749 | $936.5K | 0.51% | 00.0% | Unchanged |
| AE Wealth Management LLC | 20,760 | $893.9K | 0.01% | +6,025+40.9% | Added |
| Advisory Research Inc | 20,472 | $881.5K | 0.12% | −821−3.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 20,449 | $880.5K | 0.08% | −348,567−94.5% | Reduced |
| Advisors Asset Management, Inc. | 20,003 | $861.3K | 0.02% | −14,298−41.7% | Reduced |