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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 21,000 | $1.02M | 0.03% | +21,000 | New |
| Chase Investment Counsel Corp | 21,000 | $1.01M | 0.45% | +21,000 | New |
| Huber Capital Management LLC | 20,318 | $982.8K | 0.25% | −15,426−43.2% | Reduced |
| The PNC Financial Services Group, Inc. | 20,103 | $972.4K | 0.00% | +4,348+27.6% | Added |
| Federated Hermes, Inc. | 19,946 | $964.8K | 0.00% | +559+2.9% | Added |
| Moloney Securities Asset Management, LLC | 19,449 | $940.7K | 0.15% | +19,449 | New |
| Natixis Advisors, L.P. | 19,440 | $940.0K | 0.00% | +4,372+29.0% | Added |
| Advisory Research Inc | 19,418 | $939.3K | 0.14% | −1,054−5.1% | Reduced |
| JustInvest LLC | 18,796 | $909.2K | 0.02% | +8,808+88.2% | Added |
| Fulton Breakefield Broenniman LLC | 18,658 | $902.5K | 0.07% | −1,791−8.8% | Reduced |
| Commonwealth Equity Services, LLC | 18,045 | $873.0K | 0.00% | −9,497−34.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $870.7K | 0.12% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 17,864 | $864.1K | 0.32% | −490−2.7% | Reduced |
| MML Investors Services, LLC | 17,795 | $861.0K | 0.00% | −10,085−36.2% | Reduced |
| OmniStar Financial Group, Inc. | 17,644 | $853.5K | 1.07% | −10,746−37.9% | Reduced |
| Ascent Group, LLC | 17,953 | $852.4K | 0.08% | +17,953 | New |
| Public Employees Retirement Association of Colorado | 17,620 | $852.0K | 0.00% | −59−0.3% | Reduced |
| Carlson Capital Management | 17,400 | $841.6K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 17,306 | $837.1K | 0.31% | +17,306 | New |
| Capstone Investment Advisors, LLC | 17,025 | $823.5K | 0.01% | −137−0.8% | Reduced |
| Pictet Asset Management Holding SA | 16,979 | $821.3K | 0.00% | −929−5.2% | Reduced |
| Quantinno Capital Management LP | 16,863 | $816.0K | 0.03% | +996+6.3% | Added |
| Centiva Capital, LP | 16,698 | $807.7K | 0.05% | +16,698 | New |
| Rockland Trust Co | 16,666 | $806.1K | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 16,556 | $800.8K | 0.01% | +411+2.5% | Added |
| AE Wealth Management LLC | 16,703 | $797.4K | 0.00% | −4,057−19.5% | Reduced |
| New Vernon Capital Holdings II LLC | 16,130 | $780.2K | 0.42% | +5,730+55.1% | Added |
| Ethic Inc. | 16,104 | $779.0K | 0.02% | −1,810−10.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,057 | $776.7K | 0.00% | −1,003−5.9% | Reduced |
| Oak Thistle LLC | 16,027 | $775.2K | 0.22% | +16,027 | New |
| Friedenthal Financial | 15,922 | $770.1K | 0.50% | +15,922 | New |
| Cambridge Investment Research Advisors, Inc. | 15,788 | $764.0K | 0.00% | −8,020−33.7% | Reduced |
| ClearAlpha Technologies LP | 15,566 | $752.9K | 0.29% | +15,566 | New |
| State of Alaska, Department of Revenue | 15,543 | $751.0K | 0.01% | −2,550−14.1% | Reduced |
| Lingohr & Partner Asset Management GmbH | 15,500 | $750.0K | 1.71% | 00.0% | Unchanged |
| CSS LLC | 15,448 | $747.2K | 0.06% | +658+4.4% | Added |
| Range Financial Group LLC | 15,372 | $743.5K | 0.45% | −793−4.9% | Reduced |
| Legacy Bridge, LLC | 15,277 | $738.9K | 0.48% | −560−3.5% | Reduced |
| Burns Matteson Capital Management, LLC | 15,235 | $737.4K | 0.52% | +15,235 | New |
| Cetera Advisors LLC | 15,034 | $727.2K | 0.01% | +15,034 | New |
| RBF Capital, LLC | 15,000 | $725.5K | 0.05% | 00.0% | Unchanged |
| AXA S.A. | 14,300 | $691.7K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 14,216 | $687.6K | 0.22% | +14,216 | New |
| State of Wisconsin Investment Board | 13,868 | $670.8K | 0.00% | −3,430−19.8% | Reduced |
| Kapitalo Investimentos Ltda | 13,612 | $658.4K | 0.14% | +13,612 | New |
| Captrust Financial Advisors | 13,407 | $648.5K | 0.00% | +4,830+56.3% | Added |
| SG Americas Securities, LLC | 13,186 | $638.0K | 0.01% | −19,373−59.5% | Reduced |
| Versor Investments LP | 13,149 | $636.0K | 0.13% | +1,297+10.9% | Added |
| 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 |
| Baird Financial Group, Inc. | 12,979 | $627.8K | 0.00% | −87−0.7% | Reduced |
| United Services Automobile Association | 12,759 | $617.2K | 0.01% | +1,376+12.1% | Added |
| Cresset Asset Management, LLC | 12,339 | $600.2K | 0.00% | +678+5.8% | Added |
| Securian Asset Management, Inc | 12,146 | $587.5K | 0.02% | −752−5.8% | Reduced |
| GWM Advisors LLC | 12,210 | $585.6K | 0.01% | +2,556+26.5% | Added |
| Wedmont Private Capital | 12,371 | $584.3K | 0.05% | +12,371 | New |
| First Citizens Bank & Trust Co | 11,966 | $578.8K | 0.01% | +291+2.5% | Added |
| Brown Advisory Inc | 11,902 | $575.7K | 0.00% | 00.0% | Unchanged |
| Aviso Wealth Management | 11,900 | $575.6K | 0.42% | +11,900 | New |
| River & Mercantile Asset Management LLP | 11,729 | $567.4K | 0.11% | −78−0.7% | Reduced |
| Brevan Howard Capital Management LP | 11,658 | $563.9K | 0.06% | +11,658 | New |
| RMB Capital Management, LLC | 11,632 | $562.6K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 11,587 | $560.5K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,265 | $545.0K | 0.01% | +11,265 | New |
| Pinebridge Investments, L.P. | 11,027 | $533.4K | 0.00% | −1,328−10.7% | Reduced |
| Fifth Third Bancorp | 10,388 | $502.5K | 0.00% | +24+0.2% | Added |
| AdvisorShares Investments LLC | 10,359 | $501.1K | 0.12% | −121−1.2% | Reduced |
| Sunbelt Securities, Inc. | 10,263 | $496.4K | 0.06% | 00.0% | Unchanged |
| Vident Advisory, LLC | 10,239 | $495.3K | 0.01% | +10,239 | New |
| Bartlett & Co. LLC | 10,000 | $493.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,000 | $492.5K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,117 | $489.4K | 0.00% | +2,542+33.6% | Added |
| Gsa Capital Partners LLP | 10,043 | $486.0K | 0.04% | −2,042−16.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,867 | $477.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,800 | $474.0K | 0.01% | −312−3.1% | Reduced |
| 1620 Investment Advisors, Inc. | 9,717 | $470.0K | 0.52% | +9,717 | New |
| Capital Advisory Group Advisory Services, LLC | 9,544 | $461.6K | 0.25% | −223−2.3% | Reduced |
| Lecap Asset Management Ltd | 9,508 | $459.9K | 0.17% | +9,508 | New |
| Farther Finance Advisors, LLC | 9,176 | $443.9K | 0.03% | +9,027+6,058.4% | Added |
| MAI Capital Management | 9,158 | $443.0K | 0.01% | +271+3.0% | Added |
| Private Advisor Group, LLC | 9,079 | $439.1K | 0.00% | +9,079 | New |
| SageView Advisory Group, LLC | 9,266 | $439.1K | 0.02% | +9,266 | New |
| Boston Family Office LLC | 9,000 | $435.0K | 0.03% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,894 | $430.2K | 0.24% | −1,145−11.4% | Reduced |
| EMC Capital Management | 8,651 | $418.0K | 0.28% | 00.0% | Unchanged |
| Bank of Nova Scotia | 8,521 | $412.1K | 0.00% | −2,509−22.7% | Reduced |
| TriaGen Wealth Management LLC | 8,512 | $411.7K | 0.20% | +8,512 | New |
| TownSquare Capital, LLC | 8,435 | $408.0K | 0.01% | +1,997+31.0% | Added |
| D.A. Davidson & Co. | 8,325 | $402.7K | 0.00% | +8,325 | New |
| Dorsey & Whitney Trust CO LLC | 8,227 | $397.9K | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 8,100 | $391.8K | 0.00% | −200−2.4% | Reduced |
| Vestcor Inc | 8,004 | $387.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,944 | $386.8K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,905 | $382.4K | 0.01% | −12,098−60.5% | Reduced |
| Globeflex Capital L P | 7,770 | $375.8K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 7,617 | $368.4K | 0.00% | +301+4.1% | Added |
| ProShare Advisors LLC | 7,571 | $366.2K | 0.00% | −653−7.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 7,127 | $344.7K | 0.03% | +7,127 | New |
| Shell Asset Management Co | 7,120 | $344.0K | 0.02% | −2,136−23.1% | Reduced |
| Sawtooth Solutions, LLC | 7,089 | $342.9K | 0.01% | +7,089 | New |