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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 27,424 | $1.33M | 0.02% | −2,312−7.8% | Reduced |
| Davy Global Fund Management Ltd | 27,453 | $1.33M | 0.16% | −5,627−17.0% | Reduced |
| Handelsbanken Fonder AB | 28,700 | $1.39M | 0.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 29,788 | $1.44M | 0.75% | +3,559+13.6% | Added |
| Wedge Capital Management L L P | 30,787 | $1.49M | 0.03% | −390−1.3% | Reduced |
| New Mexico Educational Retirement Board | 31,100 | $1.50M | 0.06% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 31,129 | $1.51M | 0.28% | +503+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,760 | $1.54M | 0.01% | +922+3.0% | Added |
| Ameritas Investment Partners, Inc. | 31,780 | $1.54M | 0.06% | −2,373−6.9% | Reduced |
| Toroso Investments, LLC | 31,795 | $1.54M | 0.04% | +9,729+44.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 32,021 | $1.55M | 0.04% | −1,753−5.2% | Reduced |
| Cerity Partners LLC | 32,501 | $1.57M | 0.01% | +1,770+5.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 20,747 | $1.65M | 0.05% | +9,744+88.6% | Added |
| Stratos Wealth Advisors, LLC | 34,273 | $1.66M | 0.10% | +328+1.0% | Added |
| State of Michigan Retirement System | 34,568 | $1.67M | 0.01% | −1,800−4.9% | Reduced |
| Russell Investments Group, Ltd. | 34,890 | $1.69M | 0.00% | −9,642−21.7% | Reduced |
| QRG Capital Management, Inc. | 35,187 | $1.70M | 0.03% | −22,268−38.8% | Reduced |
| Thrivent Financial for Lutherans | 35,956 | $1.74M | 0.00% | −2,175−5.7% | Reduced |
| Walleye Trading LLC | 37,197 | $1.80M | 0.03% | +31,982+613.3% | Added |
| Cunning Capital Partners, LP | 37,575 | $1.82M | 1.13% | 00.0% | Unchanged |
| M&T Bank Corp | 38,893 | $1.88M | 0.01% | −54−0.1% | Reduced |
| State of Tennessee, Treasury Department | 39,000 | $1.89M | 0.01% | +39,000 | New |
| Brandywine Global Investment Management, LLC | 40,011 | $1.94M | 0.02% | +20,123+101.2% | Added |
| Louisiana State Employees Retirement System | 40,400 | $1.95M | 0.04% | −2,700−6.3% | Reduced |
| Oregon Public Employees Retirement Fund | 40,439 | $1.96M | 0.03% | −2,300−5.4% | Reduced |
| Arizona State Retirement System | 40,868 | $1.98M | 0.02% | −2,492−5.7% | Reduced |
| Ritholtz Wealth Management | 41,163 | $1.99M | 0.08% | +2,190+5.6% | Added |
| Susquehanna International Group, LLP | 41,233 | $1.99M | 0.00% | +17,671+75.0% | Added |
| Creative Planning | 43,210 | $2.09M | 0.00% | +1,678+4.0% | Added |
| Mariner, LLC | 43,690 | $2.11M | 0.01% | +20,927+91.9% | Added |
| Human Investing LLC | 45,030 | $2.18M | 0.47% | −6,043−11.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,699 | $2.21M | 0.01% | +16,335+55.6% | Added |
| Commerce Bank | 46,705 | $2.26M | 0.02% | +599+1.3% | Added |
| Mercer Global Advisors Inc | 46,908 | $2.27M | 0.01% | −30,127−39.1% | Reduced |
| Deutsche Bank AG | 46,981 | $2.27M | 0.00% | −11,946−20.3% | Reduced |
| Monument Capital Management | 47,521 | $2.30M | 0.74% | +47,521 | New |
| Aviva PLC | 48,437 | $2.34M | 0.01% | +9,207+23.5% | Added |
| Jane Street Group, LLC | 49,148 | $2.38M | 0.00% | −66,340−57.4% | Reduced |
| Auxier Asset Management | 49,875 | $2.41M | 0.39% | −3,702−6.9% | Reduced |
| Citigroup Inc | 50,349 | $2.44M | 0.00% | −55,300−52.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,998 | $2.47M | 0.02% | −2,400−4.5% | Reduced |
| Optimist Retirement Group LLC | 51,751 | $2.50M | 1.63% | +51,751 | New |
| Stifel Financial Corp | 51,956 | $2.51M | 0.00% | +834+1.6% | Added |
| Rings Capital Management LLC | 53,000 | $2.56M | 1.56% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 56,800 | $2.75M | 0.03% | 00.0% | Unchanged |
| Burney Co | 57,106 | $2.76M | 0.12% | +24,628+75.8% | Added |
| Envestnet Asset Management Inc | 57,529 | $2.78M | 0.00% | +21,568+60.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 58,000 | $2.81M | 0.01% | +58,000 | New |
| Walleye Capital LLC | 59,318 | $2.87M | 0.04% | +59,318 | New |
| Agf Management Ltd | 60,697 | $2.94M | 0.02% | −15,444−20.3% | Reduced |
| Millennium Management LLC | 62,298 | $3.01M | 0.00% | −2,765−4.2% | Reduced |
| Miller Value Partners, LLC | 63,000 | $3.05M | 1.81% | −72,000−53.3% | Reduced |
| Comerica Bank | 63,677 | $3.08M | 0.01% | −2,813−4.2% | Reduced |
| Round Hill Asset Management | 63,999 | $3.10M | 1.94% | −900−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 64,183 | $3.11M | 0.01% | −5,702−8.2% | Reduced |
| Ontario Teachers Pension Plan Board | 65,196 | $3.15M | 0.03% | +15,810+32.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 66,200 | $3.20M | 0.02% | +66,200 | New |
| Janney Montgomery Scott LLC | 67,036 | $3.24M | 0.01% | +42+0.1% | Added |
| Ensign Peak Advisors, Inc | 67,625 | $3.27M | 0.01% | −112,629−62.5% | Reduced |
| Treasurer of the State of North Carolina | 67,737 | $3.28M | 0.02% | −20,891−23.6% | Reduced |
| Public Employees Retirement System of Ohio | 67,946 | $3.29M | 0.01% | −1,105−1.6% | Reduced |
| Yousif Capital Management, LLC | 69,086 | $3.34M | 0.04% | −4,928−6.7% | Reduced |
| PGGM Investments | 69,147 | $3.35M | 0.05% | +2,068+3.1% | Added |
| Alaska Permanent Fund Corp | 70,289 | $3.40M | 0.06% | −3,111−4.2% | Reduced |
| Canada Pension Plan Investment Board | 72,000 | $3.48M | 0.00% | +72,000 | New |
| Tudor Investment Corp Et Al | 72,015 | $3.48M | 0.05% | −98,864−57.9% | Reduced |
| Janus Henderson Group PLC | 75,714 | $3.66M | 0.00% | −54,276−41.8% | Reduced |
| Advisor Group Holdings, Inc. | 80,077 | $3.87M | 0.01% | +44,213+123.3% | Added |
| MetLife Investment Management | 85,081 | $4.12M | 0.03% | −6,277−6.9% | Reduced |
| State of New Jersey Common Pension Fund D | 85,279 | $4.12M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 85,770 | $4.15M | 0.00% | +4,009+4.9% | Added |
| Putnam Investments LLC | 87,675 | $4.24M | 0.01% | −48,561−35.6% | Reduced |
| Mutual of America Capital Management LLC | 89,136 | $4.31M | 0.05% | −9,949−10.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 92,630 | $4.48M | 0.26% | −2,874−3.0% | Reduced |
| LPL Financial LLC | 93,539 | $4.52M | 0.00% | +11,492+14.0% | Added |
| Tectonic Advisors LLC | 94,171 | $4.56M | 0.38% | −796−0.8% | Reduced |
| HRT Financial LP | 94,905 | $4.59M | 0.03% | −130,656−57.9% | Reduced |
| Crossmark Global Holdings, Inc. | 95,978 | $4.64M | 0.10% | +25,118+35.4% | Added |
| O'Shaughnessy Asset Management, LLC | 97,279 | $4.71M | 0.06% | +5,946+6.5% | Added |
| Nordea Investment Management AB | 99,642 | $4.85M | 0.01% | −1,340−1.3% | Reduced |
| HSBC Holdings PLC | 101,437 | $4.90M | 0.00% | −10,616−9.5% | Reduced |
| Macquarie Group Ltd | 104,370 | $5.05M | 0.01% | +11,469+12.3% | Added |
| Wells Fargo & Company | 104,827 | $5.07M | 0.00% | +8,007+8.3% | Added |
| Amalgamated Bank | 104,909 | $5.07M | 0.04% | +1,105+1.1% | Added |
| Teacher Retirement System of Texas | 105,363 | $5.10M | 0.03% | +36,517+53.0% | Added |
| Crawford Investment Counsel Inc | 115,540 | $5.59M | 0.11% | +3,516+3.1% | Added |
| Manufacturers Life Insurance Company, The | 116,868 | $5.65M | 0.00% | −9,925−7.8% | Reduced |
| Mackenzie Financial Corp | 122,800 | $5.94M | 0.01% | +30,959+33.7% | Added |
| Texas Permanent School Fund | 124,337 | $6.01M | 0.05% | −4,996−3.9% | Reduced |
| Redwood Investment Management, LLC | 125,101 | $6.05M | 0.55% | +88,246+239.4% | Added |
| New York State Common Retirement Fund | 132,869 | $6.43M | 0.01% | −18,288−12.1% | Reduced |
| Raymond James & Associates | 134,823 | $6.52M | 0.00% | +8,526+6.8% | Added |
| DekaBank Deutsche Girozentrale | 139,492 | $6.75M | 0.01% | +65,278+88.0% | Added |
| Prudential Financial Inc | 148,828 | $7.20M | 0.01% | +136,004+1,060.5% | Added |
| Great West Life Assurance Co | 151,715 | $7.32M | 0.02% | −2,913−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 155,054 | $7.50M | 0.05% | +38,476+33.0% | Added |
| California State Teachers Retirement System | 155,474 | $7.52M | 0.01% | −13,906−8.2% | Reduced |
| CI Private Wealth, LLC | 156,036 | $7.55M | 0.01% | +1,039+0.7% | Added |
| Alps Advisors Inc | 156,985 | $7.59M | 0.06% | +16,623+11.8% | Added |
| Barclays PLC | 157,057 | $7.60M | 0.00% | +56,233+55.8% | Added |