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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 10,239 | $495.3K | 0.01% | +10,239 | New |
| Sunbelt Securities, Inc. | 10,263 | $496.4K | 0.06% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 10,359 | $501.1K | 0.12% | −121−1.2% | Reduced |
| Fifth Third Bancorp | 10,388 | $502.5K | 0.00% | +24+0.2% | Added |
| Pinebridge Investments, L.P. | 11,027 | $533.4K | 0.00% | −1,328−10.7% | Reduced |
| Park Avenue Securities LLC | 11,265 | $545.0K | 0.01% | +11,265 | New |
| Maryland State Retirement & Pension System | 11,587 | $560.5K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 11,632 | $562.6K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 11,658 | $563.9K | 0.06% | +11,658 | New |
| River & Mercantile Asset Management LLP | 11,729 | $567.4K | 0.11% | −78−0.7% | Reduced |
| Aviso Wealth Management | 11,900 | $575.6K | 0.42% | +11,900 | New |
| Brown Advisory Inc | 11,902 | $575.7K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 11,966 | $578.8K | 0.01% | +291+2.5% | Added |
| Wedmont Private Capital | 12,371 | $584.3K | 0.05% | +12,371 | New |
| GWM Advisors LLC | 12,210 | $585.6K | 0.01% | +2,556+26.5% | Added |
| Securian Asset Management, Inc | 12,146 | $587.5K | 0.02% | −752−5.8% | Reduced |
| Cresset Asset Management, LLC | 12,339 | $600.2K | 0.00% | +678+5.8% | Added |
| United Services Automobile Association | 12,759 | $617.2K | 0.01% | +1,376+12.1% | Added |
| Baird Financial Group, Inc. | 12,979 | $627.8K | 0.00% | −87−0.7% | Reduced |
| Brinker Capital Investments, LLC | 13,298 | $628.0K | 0.01% | +13,298 | New |
| Orion Portfolio Solutions, LLC | 13,298 | $628.0K | 0.01% | +13,298 | New |
| Versor Investments LP | 13,149 | $636.0K | 0.13% | +1,297+10.9% | Added |
| SG Americas Securities, LLC | 13,186 | $638.0K | 0.01% | −19,373−59.5% | Reduced |
| Captrust Financial Advisors | 13,407 | $648.5K | 0.00% | +4,830+56.3% | Added |
| Kapitalo Investimentos Ltda | 13,612 | $658.4K | 0.14% | +13,612 | New |
| State of Wisconsin Investment Board | 13,868 | $670.8K | 0.00% | −3,430−19.8% | Reduced |
| Cipher Capital LP | 14,216 | $687.6K | 0.22% | +14,216 | New |
| AXA S.A. | 14,300 | $691.7K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 15,000 | $725.5K | 0.05% | 00.0% | Unchanged |
| Cetera Advisors LLC | 15,034 | $727.2K | 0.01% | +15,034 | New |
| Burns Matteson Capital Management, LLC | 15,235 | $737.4K | 0.52% | +15,235 | New |
| Legacy Bridge, LLC | 15,277 | $738.9K | 0.48% | −560−3.5% | Reduced |
| Range Financial Group LLC | 15,372 | $743.5K | 0.45% | −793−4.9% | Reduced |
| CSS LLC | 15,448 | $747.2K | 0.06% | +658+4.4% | Added |
| Lingohr & Partner Asset Management GmbH | 15,500 | $750.0K | 1.71% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 15,543 | $751.0K | 0.01% | −2,550−14.1% | Reduced |
| ClearAlpha Technologies LP | 15,566 | $752.9K | 0.29% | +15,566 | New |
| Cambridge Investment Research Advisors, Inc. | 15,788 | $764.0K | 0.00% | −8,020−33.7% | Reduced |
| Friedenthal Financial | 15,922 | $770.1K | 0.50% | +15,922 | New |
| Oak Thistle LLC | 16,027 | $775.2K | 0.22% | +16,027 | New |
| Raymond James Financial Services Advisors, Inc. | 16,057 | $776.7K | 0.00% | −1,003−5.9% | Reduced |
| Ethic Inc. | 16,104 | $779.0K | 0.02% | −1,810−10.1% | Reduced |
| New Vernon Capital Holdings II LLC | 16,130 | $780.2K | 0.42% | +5,730+55.1% | Added |
| AE Wealth Management LLC | 16,703 | $797.4K | 0.00% | −4,057−19.5% | Reduced |
| New York Life Investment Management LLC | 16,556 | $800.8K | 0.01% | +411+2.5% | Added |
| Rockland Trust Co | 16,666 | $806.1K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 16,698 | $807.7K | 0.05% | +16,698 | New |
| Quantinno Capital Management LP | 16,863 | $816.0K | 0.03% | +996+6.3% | Added |
| Pictet Asset Management Holding SA | 16,979 | $821.3K | 0.00% | −929−5.2% | Reduced |
| Capstone Investment Advisors, LLC | 17,025 | $823.5K | 0.01% | −137−0.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 17,306 | $837.1K | 0.31% | +17,306 | New |
| Carlson Capital Management | 17,400 | $841.6K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 17,620 | $852.0K | 0.00% | −59−0.3% | Reduced |
| Ascent Group, LLC | 17,953 | $852.4K | 0.08% | +17,953 | New |
| OmniStar Financial Group, Inc. | 17,644 | $853.5K | 1.07% | −10,746−37.9% | Reduced |
| MML Investors Services, LLC | 17,795 | $861.0K | 0.00% | −10,085−36.2% | Reduced |
| MSH Capital Advisors LLC | 17,864 | $864.1K | 0.32% | −490−2.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $870.7K | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,045 | $873.0K | 0.00% | −9,497−34.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 18,658 | $902.5K | 0.07% | −1,791−8.8% | Reduced |
| JustInvest LLC | 18,796 | $909.2K | 0.02% | +8,808+88.2% | Added |
| Advisory Research Inc | 19,418 | $939.3K | 0.14% | −1,054−5.1% | Reduced |
| Natixis Advisors, L.P. | 19,440 | $940.0K | 0.00% | +4,372+29.0% | Added |
| Moloney Securities Asset Management, LLC | 19,449 | $940.7K | 0.15% | +19,449 | New |
| Federated Hermes, Inc. | 19,946 | $964.8K | 0.00% | +559+2.9% | Added |
| The PNC Financial Services Group, Inc. | 20,103 | $972.4K | 0.00% | +4,348+27.6% | Added |
| Huber Capital Management LLC | 20,318 | $982.8K | 0.25% | −15,426−43.2% | Reduced |
| Chase Investment Counsel Corp | 21,000 | $1.01M | 0.45% | +21,000 | New |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.02M | 0.23% | −10,500−33.3% | Reduced |
| Jump Financial, LLC | 21,000 | $1.02M | 0.03% | +21,000 | New |
| Ifrah Financial Services, Inc. | 21,103 | $1.02M | 0.30% | −1,161−5.2% | Reduced |
| GeoWealth Management, LLC | 21,115 | $1.02M | 0.08% | +21,115 | New |
| US Bancorp | 21,149 | $1.02M | 0.00% | −782−3.6% | Reduced |
| Keybank National Association | 21,309 | $1.03M | 0.00% | +21,309 | New |
| Wealthfront Advisers LLC | 21,382 | $1.03M | 0.00% | −700−3.2% | Reduced |
| Jefferies Financial Group Inc. | 21,500 | $1.04M | 0.02% | +21,500 | New |
| Ceera Investments, LLC | 21,749 | $1.05M | 0.50% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 22,135 | $1.07M | 0.01% | −40,431−64.6% | Reduced |
| TCM Advisors, LLC | – | $1.09M | 0.89% | – | – |
| Dorsey Wright & Associates | 22,663 | $1.10M | 0.33% | +22,663 | New |
| Illinois Municipal Retirement Fund | 22,744 | $1.10M | 0.02% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 23,017 | $1.11M | 0.32% | +19,201+503.2% | Added |
| Quent Capital, LLC | 23,085 | $1.12M | 0.15% | +159+0.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,258 | $1.12M | 0.00% | +3,405+17.2% | Added |
| Squarepoint Ops LLC | 23,327 | $1.13M | 0.00% | +23,327 | New |
| Allspring Global Investments Holdings, LLC | 23,436 | $1.13M | 0.00% | −11,579−33.1% | Reduced |
| Prudential PLC | 23,684 | $1.15M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 23,746 | $1.15M | 0.01% | +23,746 | New |
| Kestra Advisory Services, LLC | 24,058 | $1.16M | 0.01% | +1,938+8.8% | Added |
| Empowered Funds, LLC | 24,192 | $1.17M | 0.03% | −22,702−48.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $1.18M | 0.02% | +24,376 | New |
| Bank of Montreal | 24,674 | $1.21M | 0.00% | −178,106−87.8% | Reduced |
| Assenagon Asset Management S.A. | 25,386 | $1.23M | 0.00% | +25,386 | New |
| Kendall Capital Management | 25,975 | $1.26M | 0.49% | +8,565+49.2% | Added |
| Natixis | 26,205 | $1.27M | 0.01% | +26,205 | New |
| Intech Investment Management LLC | 26,269 | $1.27M | 0.02% | +9,037+52.4% | Added |
| Ziegler Capital Management, LLC | 26,259 | $1.27M | 0.06% | −806−3.0% | Reduced |
| Point72 Europe (London) LLP | 26,359 | $1.27M | 0.16% | +26,359 | New |
| Argyle Capital Management Inc. | 27,300 | $1.32M | 0.55% | −11,200−29.1% | Reduced |
| GTS Securities LLC | 27,413 | $1.33M | 0.03% | −1,195−4.2% | Reduced |