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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 157,700 | $7.63M | 1.20% | −1,000−0.6% | Reduced |
| Paradiem, LLC | 158,592 | $7.67M | 2.14% | +158,592 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,525 | $8.64M | 0.04% | −57,846−24.5% | Reduced |
| State Board of Administration of Florida Retirement System | 184,713 | $8.93M | 0.02% | +490.0% | Added |
| Franklin Resources Inc | 185,226 | $8.96M | 0.00% | +76,602+70.5% | Added |
| American International Group, Inc. | 195,254 | $9.44M | 0.04% | −20,175−9.4% | Reduced |
| Ameriprise Financial Inc | 195,518 | $9.47M | 0.00% | −46,212−19.1% | Reduced |
| Financial Counselors Inc | 196,183 | $9.49M | 0.17% | −2,195−1.1% | Reduced |
| New York State Teachers Retirement System | 197,665 | $9.56M | 0.02% | −2,935−1.5% | Reduced |
| SEI Investments Co | 205,272 | $9.93M | 0.02% | +51,922+33.9% | Added |
| Swedbank AB | 215,968 | $10.4M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 220,293 | $10.7M | 0.00% | −149,776−40.5% | Reduced |
| Credit Suisse AG | 225,802 | $10.9M | 0.01% | +19,057+9.2% | Added |
| Alliancebernstein L.P. | 242,668 | $11.7M | 0.00% | +19,638+8.8% | Added |
| South Dakota Investment Council | 250,402 | $12.1M | 0.26% | 00.0% | Unchanged |
| Legal & General Group Plc | 252,614 | $12.2M | 0.00% | −3,411−1.3% | Reduced |
| Voya Investment Management LLC | 267,627 | $12.9M | 0.01% | −4,164−1.5% | Reduced |
| Swiss National Bank | 288,100 | $13.9M | 0.01% | −46,700−13.9% | Reduced |
| Sound Income Strategies, LLC | 288,148 | $13.9M | 1.16% | −11,218−3.7% | Reduced |
| American Century Companies Inc | 318,011 | $15.4M | 0.01% | −196,663−38.2% | Reduced |
| Schroder Investment Management Group | 320,958 | $15.5M | 0.02% | −494,978−60.7% | Reduced |
| Glenmede Trust Co NA | 330,664 | $16.0M | 0.08% | +270,030+445.3% | Added |
| First Trust Advisors LP | 339,254 | $16.4M | 0.02% | +206,783+156.1% | Added |
| UBS Asset Management Americas Inc | 343,110 | $16.6M | 0.01% | +37,484+12.3% | Added |
| Los Angeles Capital Management LLC | 347,147 | $16.8M | 0.06% | −108,605−23.8% | Reduced |
| Storebrand Asset Management AS | 353,254 | $17.1M | 0.06% | −9,653−2.7% | Reduced |
| Royce & Associates LP | 359,120 | $17.4M | 0.16% | −216,000−37.6% | Reduced |
| Prevatt Capital Ltd | 360,000 | $17.4M | 6.49% | +360,000 | New |
| Retirement Systems of Alabama | 363,889 | $17.6M | 0.07% | +69,846+23.8% | Added |
| Victory Capital Management Inc | 379,919 | $18.4M | 0.02% | +3,721+1.0% | Added |
| Bridgewater Associates, LP | 381,030 | $18.4M | 0.10% | +50,946+15.4% | Added |
| Blue Whale Capital LLP | 405,000 | $19.6M | 2.51% | +350,000+636.4% | Added |
| Clark Capital Management Group, Inc. | 443,685 | $21.5M | 0.18% | +443,685 | New |
| Voloridge Investment Management, LLC | 448,019 | $21.7M | 0.09% | −305,394−40.5% | Reduced |
| Bank of America Corp | 475,448 | $23.0M | 0.00% | −79,847−14.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 476,285 | $23.0M | 0.06% | −1,244−0.3% | Reduced |
| Rhumbline Advisers | 480,092 | $23.2M | 0.02% | −28,852−5.7% | Reduced |
| Principal Financial Group Inc | 532,516 | $25.8M | 0.02% | −33,671−5.9% | Reduced |
| California Public Employees Retirement System | 551,156 | $26.7M | 0.02% | +263,546+91.6% | Added |
| Invesco Ltd. | 558,010 | $27.0M | 0.01% | +64,057+13.0% | Added |
| Man Group plc | 564,893 | $27.3M | 0.08% | – | – |
| JPMorgan Chase & Co | 609,782 | $29.5M | 0.00% | +10,194+1.7% | Added |
| Citadel Advisors LLC | 777,666 | $37.6M | 0.04% | −1,262,349−61.9% | Reduced |
| BNP Paribas Arbitrage, SA | 782,288 | $37.8M | 0.07% | +630,384+415.0% | Added |
| Nuveen Asset Management, LLC | 848,092 | $41.0M | 0.01% | −54,236−6.0% | Reduced |
| HighTower Advisors, LLC | 960,539 | $46.4M | 0.08% | +6,501+0.7% | Added |
| Royal Bank of Canada | 980,017 | $47.4M | 0.01% | +718,251+274.4% | Added |
| D. E. Shaw & Co., Inc. | 1,038,614 | $50.2M | 0.07% | −131,473−11.2% | Reduced |
| Morgan Stanley | 1,043,400 | $50.5M | 0.00% | −163,125−13.5% | Reduced |
| Goldman Sachs Group Inc | 1,094,791 | $53.0M | 0.01% | −87,367−7.4% | Reduced |
| NewEdge Wealth, LLC | 1,133,994 | $54.9M | 1.40% | +126,248+12.5% | Added |
| Pacer Advisors, Inc. | 1,574,162 | $76.1M | 0.22% | +14,268+0.9% | Added |
| LSV Asset Management | 1,680,700 | $81.3M | 0.18% | −14,515−0.9% | Reduced |
| Norges Bank | 1,707,778 | $82.6M | 0.01% | +66,446+4.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,768,682 | $85.6M | 0.09% | +245,524+16.1% | Added |
| Bank of New York Mellon Corp | 1,887,133 | $91.3M | 0.02% | −39,102−2.0% | Reduced |
| Northern Trust Corp | 2,218,638 | $107.3M | 0.02% | +43,466+2.0% | Added |
| AQR Capital Management LLC | 2,299,310 | $111.2M | 0.21% | −420,169−15.5% | Reduced |
| Geode Capital Management, LLC | 2,335,998 | $113.1M | 0.01% | −38,730−1.6% | Reduced |
| Dimensional Fund Advisors LP | 2,469,698 | $119.5M | 0.03% | +79,759+3.3% | Added |
| Boston Partners | 2,512,092 | $121.5M | 0.16% | −34,351−1.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,620,088 | $126.7M | 0.64% | −148,337−5.4% | Reduced |
| Wellington Management Group LLP | 3,200,119 | $154.8M | 0.03% | −382,298−10.7% | Reduced |
| Charles Schwab Investment Management Inc | 3,776,597 | $182.7M | 0.05% | −67,790−1.8% | Reduced |
| Lazard Asset Management LLC | 4,737,835 | $229.2M | 0.29% | −1,593,166−25.2% | Reduced |
| State Street Corp | 5,468,212 | $266.3M | 0.01% | −617,498−10.1% | Reduced |
| Vanguard Group Inc | 14,641,461 | $708.2M | 0.02% | −391,939−2.6% | Reduced |
| BlackRock Inc. | 17,882,904 | $865.0M | 0.02% | −537,795−2.9% | Reduced |
| FMR LLC | 21,588,843 | $1.04B | 0.08% | −337,486−1.5% | Reduced |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −996,272−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −320,600−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −223,138−100.0% | Sold out |
| Lodge Hill Capital, LLC | 0 | $0 | 0.00% | −144,000−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −94,530−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −82,948−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −74,339−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −64,110−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −52,814−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −41,619−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −24,800−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −23,372−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,782−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,586−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,452−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −10,576−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,990−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,065−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,440−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −8,117−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,917−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,637−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −5,532−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −5,210−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |