H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Brandywine Global Investment Management, LLC | 19,888 | $856.4K | 0.01% | +19,888 | New |
| Mirae Asset Global Investments Co., Ltd. | 19,853 | $854.9K | 0.00% | +411+2.1% | Added |
| Federated Hermes, Inc. | 19,387 | $834.8K | 0.00% | −8,612−30.8% | Reduced |
| MSH Capital Advisors LLC | 18,354 | $790.3K | 0.31% | −901−4.7% | Reduced |
| State of Alaska, Department of Revenue | 18,093 | $779.0K | 0.01% | −780−4.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $775.1K | 0.12% | 00.0% | Unchanged |
| Ethic Inc. | 17,914 | $771.4K | 0.03% | −229−1.3% | Reduced |
| Pictet Asset Management Holding SA | 17,908 | $771.1K | 0.00% | +17,908 | New |
| Public Employees Retirement Association of Colorado | 17,679 | $761.0K | 0.00% | −1,511−7.9% | Reduced |
| Kendall Capital Management | 17,410 | $750.0K | 0.33% | +11,025+172.7% | Added |
| Carlson Capital Management | 17,400 | $749.2K | 0.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 17,298 | $744.9K | 0.00% | +4,658+36.9% | Added |
| Intech Investment Management LLC | 17,232 | $742.0K | 0.01% | −15,341−47.1% | Reduced |
| Capstone Investment Advisors, LLC | 17,162 | $739.0K | 0.02% | −19,743−53.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,060 | $734.6K | 0.00% | −15,456−47.5% | Reduced |
| Rockland Trust Co | 16,666 | $717.6K | 0.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 16,271 | $702.3K | 0.01% | +16,271 | New |
| Range Financial Group LLC | 16,165 | $696.1K | 0.46% | −1,242−7.1% | Reduced |
| New York Life Investment Management LLC | 16,145 | $695.2K | 0.01% | +8,573+113.2% | Added |
| Quantinno Capital Management LP | 15,867 | $683.0K | 0.03% | +5,972+60.4% | Added |
| Legacy Bridge, LLC | 15,837 | $681.9K | 0.49% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,755 | $678.4K | 0.00% | −170−1.1% | Reduced |
| Lingohr & Partner Asset Management GmbH | 15,500 | $667.0K | 1.73% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,194 | $654.2K | 0.01% | +1,466+10.7% | Added |
| Natixis Advisors, L.P. | 15,068 | $649.0K | 0.00% | +2,664+21.5% | Added |
| RBF Capital, LLC | 15,000 | $645.9K | 0.04% | 00.0% | Unchanged |
| CSS LLC | 14,790 | $636.9K | 0.05% | −5,652−27.6% | Reduced |
| Landscape Capital Management, L.L.C. | 14,782 | $636.5K | 0.08% | +14,782 | New |
| AXA S.A. | 14,300 | $615.8K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 13,066 | $562.6K | 0.00% | +1,698+14.9% | Added |
| Securian Asset Management, Inc | 12,898 | $555.4K | 0.02% | −668−4.9% | Reduced |
| Prudential Financial Inc | 12,824 | $552.2K | 0.00% | +2,728+27.0% | Added |
| Edgestream Partners, L.P. | 12,586 | $542.0K | 0.04% | +12,586 | New |
| Pinebridge Investments, L.P. | 12,355 | $532.0K | 0.01% | −4,628−27.3% | Reduced |
| Gsa Capital Partners LLP | 12,085 | $520.0K | 0.04% | +12,085 | New |
| Brown Advisory Inc | 11,902 | $512.5K | 0.00% | +798+7.2% | Added |
| Versor Investments LP | 11,852 | $510.3K | 0.10% | −1,400−10.6% | Reduced |
| River & Mercantile Asset Management LLP | 11,807 | $508.5K | 0.12% | −4,410−27.2% | Reduced |
| Cresset Asset Management, LLC | 11,661 | $505.5K | 0.00% | +3,449+42.0% | Added |
| First Citizens Bank & Trust Co | 11,675 | $502.7K | 0.01% | −58−0.5% | Reduced |
| RMB Capital Management, LLC | 11,632 | $500.9K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 11,587 | $498.9K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 11,452 | $493.1K | 0.00% | −56,814−83.2% | Reduced |
| United Services Automobile Association | 11,383 | $490.2K | 0.01% | +11,383 | New |
| Sumitomo Mitsui Financial Group, Inc. | 11,003 | $488.0K | 0.02% | −97,237−89.8% | Reduced |
| Bank of Nova Scotia | 11,030 | $475.0K | 0.00% | −6,169−35.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,723 | $461.7K | 0.00% | −1,853−14.7% | Reduced |
| Mutual Advisors, LLC | 10,576 | $455.4K | 0.02% | +10,576 | New |
| AdvisorShares Investments LLC | 10,480 | $451.3K | 0.12% | +10,480 | New |
| New Vernon Capital Holdings II LLC | 10,400 | $447.8K | 0.39% | +1,530+17.2% | Added |
| Fifth Third Bancorp | 10,364 | $446.3K | 0.00% | +395+4.0% | Added |
| Sunbelt Securities, Inc. | 10,263 | $441.9K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 10,223 | $440.2K | 0.00% | +57+0.6% | Added |
| Tower Research Capital LLC (TRC) | 10,112 | $435.4K | 0.01% | −1,305−11.4% | Reduced |
| Bartlett & Co. LLC | 10,000 | $434.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,000 | $433.8K | 0.01% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 10,039 | $432.3K | 0.27% | −1,672−14.3% | Reduced |
| Engineers Gate Manager LP | 9,990 | $430.2K | 0.02% | −25,666−72.0% | Reduced |
| JustInvest LLC | 9,988 | $430.1K | 0.01% | +1,924+23.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,867 | $424.9K | 0.00% | +9,867 | New |
| Capital Advisory Group Advisory Services, LLC | 9,767 | $420.6K | 0.24% | −1,049−9.7% | Reduced |
| GWM Advisors LLC | 9,654 | $415.7K | 0.00% | +6,425+199.0% | Added |
| Shell Asset Management Co | 9,256 | $399.0K | 0.02% | −145−1.5% | Reduced |
| Group One Trading, L.P. | 9,065 | $390.3K | 0.02% | +9,065 | New |
| Boston Family Office LLC | 9,000 | $388.0K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 8,887 | $382.7K | 0.01% | −34−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 8,817 | $379.7K | 0.00% | −8,655−49.5% | Reduced |
| EMC Capital Management | 8,651 | $373.0K | 0.27% | +1,337+18.3% | Added |
| Tradewinds, LLC. | 8,581 | $369.5K | 0.22% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,577 | $369.3K | 0.00% | +8,577 | New |
| ExodusPoint Capital Management, LP | 8,440 | $363.0K | 0.00% | −149,383−94.7% | Reduced |
| Utah Retirement Systems | 8,300 | $357.4K | 0.01% | +100+1.2% | Added |
| Dorsey & Whitney Trust CO LLC | 8,227 | $354.3K | 0.03% | +30+0.4% | Added |
| ProShare Advisors LLC | 8,224 | $354.1K | 0.00% | −672−7.6% | Reduced |
| Change Path, LLC | 8,117 | $350.0K | 0.03% | +302+3.9% | Added |
| Vestcor Inc | 8,004 | $345.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,944 | $344.6K | 0.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 7,917 | $340.9K | 0.04% | +7,917 | New |
| Globeflex Capital L P | 7,770 | $334.6K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,575 | $326.2K | 0.00% | +7,575 | New |
| Advisor Partners II, LLC | 7,529 | $324.2K | 0.01% | −34−0.4% | Reduced |
| Truist Financial Corp | 7,316 | $315.0K | 0.00% | −21,995−75.0% | Reduced |
| Virginia Retirement Systems Et Al | 7,300 | $314.3K | 0.00% | −72,100−90.8% | Reduced |
| Green Square Capital Advisors LLC | 7,219 | $310.9K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 7,068 | $304.3K | 0.01% | −439−5.8% | Reduced |
| Cutler Group LP | 7,072 | $304.0K | 0.05% | +7,072 | New |
| Winton Group Ltd | 6,963 | $299.8K | 0.02% | +6,963 | New |
| Waldron Private Wealth LLC | 6,910 | $299.8K | 0.02% | +124+1.8% | Added |
| Kingsview Wealth Management, LLC | 6,818 | $293.6K | 0.01% | −1,268−15.7% | Reduced |
| Focus Financial Network, Inc. | 6,419 | $278.5K | 0.02% | +59+0.9% | Added |
| TownSquare Capital, LLC | 6,438 | $277.2K | 0.01% | +61+1.0% | Added |
| Park National Corp | 6,357 | $273.7K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 6,252 | $271.2K | 0.00% | −78−1.2% | Reduced |
| Neuberger Berman Group LLC | 6,288 | $270.8K | 0.00% | −1,667−21.0% | Reduced |
| Flagship Harbor Advisors, LLC | 6,200 | $267.0K | 0.02% | +6,200 | New |
| Alpha Omega Wealth Management LLC | 5,713 | $246.0K | 0.04% | +5,713 | New |
| Two Sigma Securities, LLC | 5,637 | $242.7K | 0.01% | +5,637 | New |
| Arnhold LLC | 5,600 | $241.1K | 0.03% | +5,600 | New |
| Rain Capital Management, LLC | 5,590 | $240.7K | 0.23% | +5,590 | New |
| Stokes Family Office, LLC | 5,532 | $238.2K | 0.03% | +5,532 | New |