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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.

Institutional holdersQ4 2023: 469 institutions
Q1 2021: 377 institutionsQ2 2021: 393 institutionsQ3 2021: 398 institutionsQ4 2021: 391 institutionsQ1 2022: 388 institutionsQ2 2022: 437 institutionsQ3 2022: 461 institutionsQ4 2022: 455 institutionsQ1 2023: 425 institutionsQ2 2023: 399 institutionsQ3 2023: 413 institutionsQ4 2023: 469 institutionsQ1 2024: 480 institutionsQ2 2024: 498 institutionsQ3 2024: 544 institutionsQ4 2024: 552 institutionsQ1 2025: 564 institutionsQ2 2025: 563 institutionsQ3 2025: 544 institutionsQ4 2025: 508 institutionsQ1 2026: 490 institutionsQ2 2026: 544 institutions
Value heldQ4 2023: $6.11B
Q1 2021: $3.37BQ2 2021: $3.59BQ3 2021: $3.74BQ4 2021: $3.39BQ1 2022: $3.63BQ2 2022: $4.93BQ3 2022: $5.87BQ4 2022: $5.24BQ1 2023: $5.07BQ2 2023: $4.32BQ3 2023: $5.72BQ4 2023: $6.11BQ1 2024: $6.29BQ2 2024: $6.85BQ3 2024: $7.92BQ4 2024: $6.68BQ1 2025: $7.00BQ2 2025: $6.79BQ3 2025: $5.93BQ4 2025: $5.12BQ1 2026: $3.86BQ2 2026: $4.87B
Institutions holding HRB and their total value by quarter
QuarterHoldersValue
Q2 2026544$4.87B
Q1 2026490$3.86B
Q4 2025508$5.12B
Q3 2025544$5.93B
Q2 2025563$6.79B
Q1 2025564$7.00B
Q4 2024552$6.68B
Q3 2024544$7.92B
Q2 2024498$6.85B
Q1 2024480$6.29B
Q4 2023469$6.11B
Q3 2023413$5.72B
Q2 2023399$4.32B
Q1 2023425$5.07B
Q4 2022455$5.24B
Q3 2022461$5.87B
Q2 2022437$4.93B
Q1 2022388$3.63B
Q4 2021391$3.39B
Q3 2021398$3.74B
Q2 2021393$3.59B
Q1 2021377$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.

Institutions holding HRB in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Penserra Capital Management LLC644$31.0K0.00%+644New
PrairieView Partners, LLC608$29.0K0.00%00.0%Unchanged
Bokf, NA583$28.2K0.00%+583New
Atwood & Palmer Inc570$27.6K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC528$25.5K0.00%−27−4.9%Reduced
Exchange Traded Concepts, LLC518$25.1K0.00%+248+91.9%Added
Tanglewood Legacy Advisors, LLC500$24.2K0.01%00.0%Unchanged
Quarry LP493$23.8K0.01%+493New
Cherry Tree Wealth Management, LLC489$23.7K0.01%−478−49.4%Reduced
Lowe Wealth Advisors, LLC406$19.6K0.01%00.0%Unchanged
Parkside Financial Bank & Trust389$18.8K0.00%−70−15.3%Reduced
GHP Investment Advisors, Inc.362$17.5K0.00%00.0%Unchanged
GAMMA Investing LLC339$15.9K0.00%+339New
Albion Financial Group185$14.3K0.00%+185New
Central Trust Co290$14.0K0.00%00.0%Unchanged
Pacific Center for Financial Services280$13.5K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co249$12.0K0.00%−432−63.4%Reduced
Turtle Creek Wealth Advisors, LLC224$10.8K0.00%+224New
Retirement Group, LLC223$10.8K0.00%+2+0.9%Added
Ibex Wealth Advisors217$10.5K2.28%−218,963−99.9%Reduced
Abound Wealth Management201$9.71K0.00%+1+0.5%Added
Caldwell Sutter Capital, Inc.200$9.67K0.00%00.0%Unchanged
Fairfield, Bush & Co.184$8.90K0.01%+184New
LGT Financial Advisors LLC167$8.08K0.01%+167New
FSA Wealth Management LLC167$8.00K0.00%+167New
Plato Investment Management Ltd164$7.93K0.01%+164New
Bell Investment Advisors, Inc160$7.74K0.00%+6+3.9%Added
Steward Partners Investment Advisory, LLC150$7.26K0.00%−143−48.8%Reduced
Creative Financial Designs Inc150$7.26K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC131$6.34K0.00%+24+22.4%Added
Massmutual Trust Co FSB131$6.34K0.00%+3+2.3%Added
Venturi Wealth Management, LLC118$5.71K0.00%−19−13.9%Reduced
Lee Financial Co113$5.50K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.107$5.00K0.00%+107New
Custom Portfolio Group LLC100$4.84K0.00%+100New
Impact Partnership Wealth, LLC95$4.59K0.00%−4,261−97.8%Reduced
Frazier Financial Advisors, LLC94$4.55K0.00%+94New
Annapolis Financial Services, LLC86$4.16K0.00%00.0%Unchanged
WealthCollab, LLC78$3.77K0.00%+78New
Harbour Investments, Inc.76$3.68K0.00%+76New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.75$3.54K0.00%−10,648−99.3%Reduced
Fortitude Family Office, LLC73$3.53K0.00%+73New
Kayne Anderson Rudnick Investment Management LLC69$3.34K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc66$3.19K0.00%00.0%Unchanged
Bogart Wealth, LLC66$3.19K0.00%+66New
McIlrath & Eck, LLC60$2.90K0.00%00.0%Unchanged
GoalVest Advisory LLC60$2.90K0.00%+60New
First Horizon Advisors, Inc.53$2.56K0.00%+46+657.1%Added
Annis Gardner Whiting Capital Advisors, LLC45$2.19K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$2.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc40$1.94K0.00%+5+14.3%Added
Raleigh Capital Management Inc.37$1.77K0.00%00.0%Unchanged
SJS Investment Consulting Inc.34$1.65K0.00%+4+13.3%Added
Semmax Financial Advisors Inc.31$1.48K0.00%00.0%Unchanged
Pineridge Advisors LLC26$1.26K0.00%+26New
DiNuzzo Private Wealth, Inc.23$1.11K0.00%+23New
Asset Dedication, LLC16$1.00K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.20$9680.00%00.0%Unchanged
Versant Capital Management, Inc17$8220.00%00.0%Unchanged
Colonial Trust Advisors14$6770.00%00.0%Unchanged
Horizon Investments, LLC14$6770.00%+7+100.0%Added
Johnson Financial Group, Inc.13$6330.00%+13New
Gradient Investments LLC13$6290.00%00.0%Unchanged
Coppell Advisory Solutions LLC12$5800.00%−13−52.0%Reduced
Glassman Wealth Services11$5320.00%00.0%Unchanged
Cornerstone Planning Group LLC10$4840.00%00.0%Unchanged
Abich Financial Wealth Management LLC7$3390.00%+7New
Tfo-TDC, LLC3$1450.00%00.0%Unchanged
Rakuten Securities, Inc.3$1450.00%+3New
Artisan Partners Limited Partnership0$00.00%−996,272−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−550,000−100.0%Sold out
Renaissance Technologies LLC0$00.00%−320,600−100.0%Sold out
Trexquant Investment LP0$00.00%−223,138−100.0%Sold out
Lodge Hill Capital, LLC0$00.00%−144,000−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−94,530−100.0%Sold out
WBI Investments0$00.00%−82,948−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−74,339−100.0%Sold out
Algert Global LLC0$00.00%−64,110−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−52,814−100.0%Sold out
Summit Global Investments0$00.00%−41,619−100.0%Sold out
Axq Capital, LP0$00.00%−27,500−100.0%Sold out
APG Asset Management N.V.0$00.00%−24,800−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−23,372−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−14,782−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−12,586−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−11,452−100.0%Sold out
Mutual Advisors, LLC0$00.00%−10,576−100.0%Sold out
Engineers Gate Manager LP0$00.00%−9,990−100.0%Sold out
Group One Trading, L.P.0$00.00%−9,065−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−8,440−100.0%Sold out
Change Path, LLC0$00.00%−8,117−100.0%Sold out
Duality Advisers, LP0$00.00%−7,917−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−5,637−100.0%Sold out
Stokes Family Office, LLC0$00.00%−5,532−100.0%Sold out
Woodline Partners LP0$00.00%−5,210−100.0%Sold out
Stephens Inc0$00.00%−5,000−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−5,000−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−650−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−500−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−278−100.0%Sold out