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, 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 85,081 | $4.12M | 0.03% | −6,277−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 80,077 | $3.87M | 0.01% | +44,213+123.3% | Added |
| Janus Henderson Group PLC | 75,714 | $3.66M | 0.00% | −54,276−41.8% | Reduced |
| Tudor Investment Corp Et Al | 72,015 | $3.48M | 0.05% | −98,864−57.9% | Reduced |
| Canada Pension Plan Investment Board | 72,000 | $3.48M | 0.00% | +72,000 | New |
| Alaska Permanent Fund Corp | 70,289 | $3.40M | 0.06% | −3,111−4.2% | Reduced |
| PGGM Investments | 69,147 | $3.35M | 0.05% | +2,068+3.1% | Added |
| Yousif Capital Management, LLC | 69,086 | $3.34M | 0.04% | −4,928−6.7% | Reduced |
| Public Employees Retirement System of Ohio | 67,946 | $3.29M | 0.01% | −1,105−1.6% | Reduced |
| Treasurer of the State of North Carolina | 67,737 | $3.28M | 0.02% | −20,891−23.6% | Reduced |
| Ensign Peak Advisors, Inc | 67,625 | $3.27M | 0.01% | −112,629−62.5% | Reduced |
| Janney Montgomery Scott LLC | 67,036 | $3.24M | 0.01% | +42+0.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 66,200 | $3.20M | 0.02% | +66,200 | New |
| Ontario Teachers Pension Plan Board | 65,196 | $3.15M | 0.03% | +15,810+32.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 64,183 | $3.11M | 0.01% | −5,702−8.2% | Reduced |
| Round Hill Asset Management | 63,999 | $3.10M | 1.94% | −900−1.4% | Reduced |
| Comerica Bank | 63,677 | $3.08M | 0.01% | −2,813−4.2% | Reduced |
| Miller Value Partners, LLC | 63,000 | $3.05M | 1.81% | −72,000−53.3% | Reduced |
| Millennium Management LLC | 62,298 | $3.01M | 0.00% | −2,765−4.2% | Reduced |
| Agf Management Ltd | 60,697 | $2.94M | 0.02% | −15,444−20.3% | Reduced |
| Walleye Capital LLC | 59,318 | $2.87M | 0.04% | +59,318 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 58,000 | $2.81M | 0.01% | +58,000 | New |
| Envestnet Asset Management Inc | 57,529 | $2.78M | 0.00% | +21,568+60.0% | Added |
| Burney Co | 57,106 | $2.76M | 0.12% | +24,628+75.8% | Added |
| Alberta Investment Management Corp | 56,800 | $2.75M | 0.03% | 00.0% | Unchanged |
| Rings Capital Management LLC | 53,000 | $2.56M | 1.56% | 00.0% | Unchanged |
| Stifel Financial Corp | 51,956 | $2.51M | 0.00% | +834+1.6% | Added |
| Optimist Retirement Group LLC | 51,751 | $2.50M | 1.63% | +51,751 | New |
| Teachers Retirement System of the State of Kentucky | 50,998 | $2.47M | 0.02% | −2,400−4.5% | Reduced |
| Citigroup Inc | 50,349 | $2.44M | 0.00% | −55,300−52.3% | Reduced |
| Auxier Asset Management | 49,875 | $2.41M | 0.39% | −3,702−6.9% | Reduced |
| Jane Street Group, LLC | 49,148 | $2.38M | 0.00% | −66,340−57.4% | Reduced |
| Aviva PLC | 48,437 | $2.34M | 0.01% | +9,207+23.5% | Added |
| Monument Capital Management | 47,521 | $2.30M | 0.74% | +47,521 | New |
| Deutsche Bank AG | 46,981 | $2.27M | 0.00% | −11,946−20.3% | Reduced |
| Mercer Global Advisors Inc | 46,908 | $2.27M | 0.01% | −30,127−39.1% | Reduced |
| Commerce Bank | 46,705 | $2.26M | 0.02% | +599+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,699 | $2.21M | 0.01% | +16,335+55.6% | Added |
| Human Investing LLC | 45,030 | $2.18M | 0.47% | −6,043−11.8% | Reduced |
| Mariner, LLC | 43,690 | $2.11M | 0.01% | +20,927+91.9% | Added |
| Creative Planning | 43,210 | $2.09M | 0.00% | +1,678+4.0% | Added |
| Susquehanna International Group, LLP | 41,233 | $1.99M | 0.00% | +17,671+75.0% | Added |
| Ritholtz Wealth Management | 41,163 | $1.99M | 0.08% | +2,190+5.6% | Added |
| Arizona State Retirement System | 40,868 | $1.98M | 0.02% | −2,492−5.7% | Reduced |
| Oregon Public Employees Retirement Fund | 40,439 | $1.96M | 0.03% | −2,300−5.4% | Reduced |
| Louisiana State Employees Retirement System | 40,400 | $1.95M | 0.04% | −2,700−6.3% | Reduced |
| Brandywine Global Investment Management, LLC | 40,011 | $1.94M | 0.02% | +20,123+101.2% | Added |
| State of Tennessee, Treasury Department | 39,000 | $1.89M | 0.01% | +39,000 | New |
| M&T Bank Corp | 38,893 | $1.88M | 0.01% | −54−0.1% | Reduced |
| Cunning Capital Partners, LP | 37,575 | $1.82M | 1.13% | 00.0% | Unchanged |
| Walleye Trading LLC | 37,197 | $1.80M | 0.03% | +31,982+613.3% | Added |
| Thrivent Financial for Lutherans | 35,956 | $1.74M | 0.00% | −2,175−5.7% | Reduced |
| QRG Capital Management, Inc. | 35,187 | $1.70M | 0.03% | −22,268−38.8% | Reduced |
| Russell Investments Group, Ltd. | 34,890 | $1.69M | 0.00% | −9,642−21.7% | Reduced |
| State of Michigan Retirement System | 34,568 | $1.67M | 0.01% | −1,800−4.9% | Reduced |
| Stratos Wealth Advisors, LLC | 34,273 | $1.66M | 0.10% | +328+1.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 20,747 | $1.65M | 0.05% | +9,744+88.6% | Added |
| Cerity Partners LLC | 32,501 | $1.57M | 0.01% | +1,770+5.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 32,021 | $1.55M | 0.04% | −1,753−5.2% | Reduced |
| Toroso Investments, LLC | 31,795 | $1.54M | 0.04% | +9,729+44.1% | Added |
| Ameritas Investment Partners, Inc. | 31,780 | $1.54M | 0.06% | −2,373−6.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,760 | $1.54M | 0.01% | +922+3.0% | Added |
| Linden Thomas Advisory Services, LLC | 31,129 | $1.51M | 0.28% | +503+1.6% | Added |
| New Mexico Educational Retirement Board | 31,100 | $1.50M | 0.06% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 30,787 | $1.49M | 0.03% | −390−1.3% | Reduced |
| Convergence Investment Partners, LLC | 29,788 | $1.44M | 0.75% | +3,559+13.6% | Added |
| Handelsbanken Fonder AB | 28,700 | $1.39M | 0.01% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 27,453 | $1.33M | 0.16% | −5,627−17.0% | Reduced |
| Xponance, Inc. | 27,424 | $1.33M | 0.02% | −2,312−7.8% | Reduced |
| GTS Securities LLC | 27,413 | $1.33M | 0.03% | −1,195−4.2% | Reduced |
| Argyle Capital Management Inc. | 27,300 | $1.32M | 0.55% | −11,200−29.1% | Reduced |
| Point72 Europe (London) LLP | 26,359 | $1.27M | 0.16% | +26,359 | New |
| Ziegler Capital Management, LLC | 26,259 | $1.27M | 0.06% | −806−3.0% | Reduced |
| Intech Investment Management LLC | 26,269 | $1.27M | 0.02% | +9,037+52.4% | Added |
| Natixis | 26,205 | $1.27M | 0.01% | +26,205 | New |
| Kendall Capital Management | 25,975 | $1.26M | 0.49% | +8,565+49.2% | Added |
| Assenagon Asset Management S.A. | 25,386 | $1.23M | 0.00% | +25,386 | New |
| Bank of Montreal | 24,674 | $1.21M | 0.00% | −178,106−87.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $1.18M | 0.02% | +24,376 | New |
| Empowered Funds, LLC | 24,192 | $1.17M | 0.03% | −22,702−48.4% | Reduced |
| Kestra Advisory Services, LLC | 24,058 | $1.16M | 0.01% | +1,938+8.8% | Added |
| Pathstone Holdings, LLC | 23,746 | $1.15M | 0.01% | +23,746 | New |
| Prudential PLC | 23,684 | $1.15M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 23,436 | $1.13M | 0.00% | −11,579−33.1% | Reduced |
| Squarepoint Ops LLC | 23,327 | $1.13M | 0.00% | +23,327 | New |
| Mirae Asset Global Investments Co., Ltd. | 23,258 | $1.12M | 0.00% | +3,405+17.2% | Added |
| Quent Capital, LLC | 23,085 | $1.12M | 0.15% | +159+0.7% | Added |
| TrimTabs Asset Management, LLC | 23,017 | $1.11M | 0.32% | +19,201+503.2% | Added |
| Illinois Municipal Retirement Fund | 22,744 | $1.10M | 0.02% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 22,663 | $1.10M | 0.33% | +22,663 | New |
| TCM Advisors, LLC | – | $1.09M | 0.89% | – | – |
| Guggenheim Capital LLC | 22,135 | $1.07M | 0.01% | −40,431−64.6% | Reduced |
| Ceera Investments, LLC | 21,749 | $1.05M | 0.50% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 21,500 | $1.04M | 0.02% | +21,500 | New |
| Wealthfront Advisers LLC | 21,382 | $1.03M | 0.00% | −700−3.2% | Reduced |
| Keybank National Association | 21,309 | $1.03M | 0.00% | +21,309 | New |
| US Bancorp | 21,149 | $1.02M | 0.00% | −782−3.6% | Reduced |
| GeoWealth Management, LLC | 21,115 | $1.02M | 0.08% | +21,115 | New |
| Ifrah Financial Services, Inc. | 21,103 | $1.02M | 0.30% | −1,161−5.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.02M | 0.23% | −10,500−33.3% | Reduced |