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, Q4 2023
Institutional positions in H&R Block Inc as of Dec 31, 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
- 469
- +62 vs. Q3 2023
- Shares held
- 126.3M
- −5.79M (−4.4%) vs. Q3 2023
- Total value
- $6.11B
- +$394.2M (+6.9%) vs. Q3 2023
- New holders
- 103
- 124 more added
- Sold out
- 41
- 161 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 21,588,843 | $1.04B | 0.08% | −337,486−1.5% | Reduced |
| BlackRock Inc. | 17,882,904 | $865.0M | 0.02% | −537,795−2.9% | Reduced |
| Vanguard Group Inc | 14,641,461 | $708.2M | 0.02% | −391,939−2.6% | Reduced |
| State Street Corp | 5,468,212 | $266.3M | 0.01% | −617,498−10.1% | Reduced |
| Lazard Asset Management LLC | 4,737,835 | $229.2M | 0.29% | −1,593,166−25.2% | Reduced |
| Charles Schwab Investment Management Inc | 3,776,597 | $182.7M | 0.05% | −67,790−1.8% | Reduced |
| Wellington Management Group LLP | 3,200,119 | $154.8M | 0.03% | −382,298−10.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,620,088 | $126.7M | 0.64% | −148,337−5.4% | Reduced |
| Boston Partners | 2,512,092 | $121.5M | 0.16% | −34,351−1.3% | Reduced |
| Dimensional Fund Advisors LP | 2,469,698 | $119.5M | 0.03% | +79,759+3.3% | Added |
| Geode Capital Management, LLC | 2,335,998 | $113.1M | 0.01% | −38,730−1.6% | Reduced |
| AQR Capital Management LLC | 2,299,310 | $111.2M | 0.21% | −420,169−15.5% | Reduced |
| Northern Trust Corp | 2,218,638 | $107.3M | 0.02% | +43,466+2.0% | Added |
| Bank of New York Mellon Corp | 1,887,133 | $91.3M | 0.02% | −39,102−2.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,768,682 | $85.6M | 0.09% | +245,524+16.1% | Added |
| Norges Bank | 1,707,778 | $82.6M | 0.01% | +66,446+4.0% | Added |
| LSV Asset Management | 1,680,700 | $81.3M | 0.18% | −14,515−0.9% | Reduced |
| Pacer Advisors, Inc. | 1,574,162 | $76.1M | 0.22% | +14,268+0.9% | Added |
| NewEdge Wealth, LLC | 1,133,994 | $54.9M | 1.40% | +126,248+12.5% | Added |
| Goldman Sachs Group Inc | 1,094,791 | $53.0M | 0.01% | −87,367−7.4% | Reduced |
| Morgan Stanley | 1,043,400 | $50.5M | 0.00% | −163,125−13.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,038,614 | $50.2M | 0.07% | −131,473−11.2% | Reduced |
| Royal Bank of Canada | 980,017 | $47.4M | 0.01% | +718,251+274.4% | Added |
| HighTower Advisors, LLC | 960,539 | $46.4M | 0.08% | +6,501+0.7% | Added |
| Nuveen Asset Management, LLC | 848,092 | $41.0M | 0.01% | −54,236−6.0% | Reduced |
| BNP Paribas Arbitrage, SA | 782,288 | $37.8M | 0.07% | +630,384+415.0% | Added |
| Citadel Advisors LLC | 777,666 | $37.6M | 0.04% | −1,262,349−61.9% | Reduced |
| JPMorgan Chase & Co | 609,782 | $29.5M | 0.00% | +10,194+1.7% | Added |
| Man Group plc | 564,893 | $27.3M | 0.08% | – | – |
| Invesco Ltd. | 558,010 | $27.0M | 0.01% | +64,057+13.0% | Added |
| California Public Employees Retirement System | 551,156 | $26.7M | 0.02% | +263,546+91.6% | Added |
| Principal Financial Group Inc | 532,516 | $25.8M | 0.02% | −33,671−5.9% | Reduced |
| Rhumbline Advisers | 480,092 | $23.2M | 0.02% | −28,852−5.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 476,285 | $23.0M | 0.06% | −1,244−0.3% | Reduced |
| Bank of America Corp | 475,448 | $23.0M | 0.00% | −79,847−14.4% | Reduced |
| Voloridge Investment Management, LLC | 448,019 | $21.7M | 0.09% | −305,394−40.5% | Reduced |
| Clark Capital Management Group, Inc. | 443,685 | $21.5M | 0.18% | +443,685 | New |
| Blue Whale Capital LLP | 405,000 | $19.6M | 2.51% | +350,000+636.4% | Added |
| Bridgewater Associates, LP | 381,030 | $18.4M | 0.10% | +50,946+15.4% | Added |
| Victory Capital Management Inc | 379,919 | $18.4M | 0.02% | +3,721+1.0% | Added |
| Retirement Systems of Alabama | 363,889 | $17.6M | 0.07% | +69,846+23.8% | Added |
| Prevatt Capital Ltd | 360,000 | $17.4M | 6.49% | +360,000 | New |
| Royce & Associates LP | 359,120 | $17.4M | 0.16% | −216,000−37.6% | Reduced |
| Storebrand Asset Management AS | 353,254 | $17.1M | 0.06% | −9,653−2.7% | Reduced |
| Los Angeles Capital Management LLC | 347,147 | $16.8M | 0.06% | −108,605−23.8% | Reduced |
| UBS Asset Management Americas Inc | 343,110 | $16.6M | 0.01% | +37,484+12.3% | Added |
| First Trust Advisors LP | 339,254 | $16.4M | 0.02% | +206,783+156.1% | Added |
| Glenmede Trust Co NA | 330,664 | $16.0M | 0.08% | +270,030+445.3% | Added |
| Schroder Investment Management Group | 320,958 | $15.5M | 0.02% | −494,978−60.7% | Reduced |
| American Century Companies Inc | 318,011 | $15.4M | 0.01% | −196,663−38.2% | Reduced |
| Sound Income Strategies, LLC | 288,148 | $13.9M | 1.16% | −11,218−3.7% | Reduced |
| Swiss National Bank | 288,100 | $13.9M | 0.01% | −46,700−13.9% | Reduced |
| Voya Investment Management LLC | 267,627 | $12.9M | 0.01% | −4,164−1.5% | Reduced |
| Legal & General Group Plc | 252,614 | $12.2M | 0.00% | −3,411−1.3% | Reduced |
| South Dakota Investment Council | 250,402 | $12.1M | 0.26% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 242,668 | $11.7M | 0.00% | +19,638+8.8% | Added |
| Credit Suisse AG | 225,802 | $10.9M | 0.01% | +19,057+9.2% | Added |
| UBS Group AG | 220,293 | $10.7M | 0.00% | −149,776−40.5% | Reduced |
| Swedbank AB | 215,968 | $10.4M | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 205,272 | $9.93M | 0.02% | +51,922+33.9% | Added |
| New York State Teachers Retirement System | 197,665 | $9.56M | 0.02% | −2,935−1.5% | Reduced |
| Financial Counselors Inc | 196,183 | $9.49M | 0.17% | −2,195−1.1% | Reduced |
| Ameriprise Financial Inc | 195,518 | $9.47M | 0.00% | −46,212−19.1% | Reduced |
| American International Group, Inc. | 195,254 | $9.44M | 0.04% | −20,175−9.4% | Reduced |
| Franklin Resources Inc | 185,226 | $8.96M | 0.00% | +76,602+70.5% | Added |
| State Board of Administration of Florida Retirement System | 184,713 | $8.93M | 0.02% | +490.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,525 | $8.64M | 0.04% | −57,846−24.5% | Reduced |
| Paradiem, LLC | 158,592 | $7.67M | 2.14% | +158,592 | New |
| Rodgers Brothers Inc. | 157,700 | $7.63M | 1.20% | −1,000−0.6% | Reduced |
| Barclays PLC | 157,057 | $7.60M | 0.00% | +56,233+55.8% | Added |
| Alps Advisors Inc | 156,985 | $7.59M | 0.06% | +16,623+11.8% | Added |
| CI Private Wealth, LLC | 156,036 | $7.55M | 0.01% | +1,039+0.7% | Added |
| California State Teachers Retirement System | 155,474 | $7.52M | 0.01% | −13,906−8.2% | Reduced |
| Nisa Investment Advisors, LLC | 155,054 | $7.50M | 0.05% | +38,476+33.0% | Added |
| Great West Life Assurance Co | 151,715 | $7.32M | 0.02% | −2,913−1.9% | Reduced |
| Prudential Financial Inc | 148,828 | $7.20M | 0.01% | +136,004+1,060.5% | Added |
| DekaBank Deutsche Girozentrale | 139,492 | $6.75M | 0.01% | +65,278+88.0% | Added |
| Raymond James & Associates | 134,823 | $6.52M | 0.00% | +8,526+6.8% | Added |
| New York State Common Retirement Fund | 132,869 | $6.43M | 0.01% | −18,288−12.1% | Reduced |
| Redwood Investment Management, LLC | 125,101 | $6.05M | 0.55% | +88,246+239.4% | Added |
| Texas Permanent School Fund | 124,337 | $6.01M | 0.05% | −4,996−3.9% | Reduced |
| Mackenzie Financial Corp | 122,800 | $5.94M | 0.01% | +30,959+33.7% | Added |
| Manufacturers Life Insurance Company, The | 116,868 | $5.65M | 0.00% | −9,925−7.8% | Reduced |
| Crawford Investment Counsel Inc | 115,540 | $5.59M | 0.11% | +3,516+3.1% | Added |
| Teacher Retirement System of Texas | 105,363 | $5.10M | 0.03% | +36,517+53.0% | Added |
| Amalgamated Bank | 104,909 | $5.07M | 0.04% | +1,105+1.1% | Added |
| Wells Fargo & Company | 104,827 | $5.07M | 0.00% | +8,007+8.3% | Added |
| Macquarie Group Ltd | 104,370 | $5.05M | 0.01% | +11,469+12.3% | Added |
| HSBC Holdings PLC | 101,437 | $4.90M | 0.00% | −10,616−9.5% | Reduced |
| Nordea Investment Management AB | 99,642 | $4.85M | 0.01% | −1,340−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 97,279 | $4.71M | 0.06% | +5,946+6.5% | Added |
| Crossmark Global Holdings, Inc. | 95,978 | $4.64M | 0.10% | +25,118+35.4% | Added |
| HRT Financial LP | 94,905 | $4.59M | 0.03% | −130,656−57.9% | Reduced |
| Tectonic Advisors LLC | 94,171 | $4.56M | 0.38% | −796−0.8% | Reduced |
| LPL Financial LLC | 93,539 | $4.52M | 0.00% | +11,492+14.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 92,630 | $4.48M | 0.26% | −2,874−3.0% | Reduced |
| Mutual of America Capital Management LLC | 89,136 | $4.31M | 0.05% | −9,949−10.0% | Reduced |
| Putnam Investments LLC | 87,675 | $4.24M | 0.01% | −48,561−35.6% | Reduced |
| Price T Rowe Associates Inc | 85,770 | $4.15M | 0.00% | +4,009+4.9% | Added |
| State of New Jersey Common Pension Fund D | 85,279 | $4.12M | 0.01% | 00.0% | Unchanged |