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, Q1 2024
Institutional positions in H&R Block Inc as of Mar 31, 2024. 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
- 480
- +16 vs. Q4 2023
- Shares held
- 128.1M
- +1.93M (+1.5%) vs. Q4 2023
- Total value
- $6.29B
- +$178.9M (+2.9%) vs. Q4 2023
- New holders
- 64
- 150 more added
- Sold out
- 48
- 179 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 20,791,224 | $1.02B | 0.07% | −797,619−3.7% | Reduced |
| BlackRock Inc. | 16,631,174 | $816.8M | 0.02% | −1,251,730−7.0% | Reduced |
| Vanguard Group Inc | 14,241,716 | $699.4M | 0.01% | −399,745−2.7% | Reduced |
| State Street Corp | 5,496,644 | $271.6M | 0.01% | +28,432+0.5% | Added |
| Lazard Asset Management LLC | 4,899,439 | $240.6M | 0.29% | +161,604+3.4% | Added |
| Charles Schwab Investment Management Inc | 4,655,402 | $228.6M | 0.05% | +878,805+23.3% | Added |
| Wellington Management Group LLP | 3,373,712 | $165.7M | 0.03% | +173,593+5.4% | Added |
| Boston Partners | 3,270,919 | $160.6M | 0.19% | +758,827+30.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,156,128 | $155.0M | 0.68% | +536,040+20.5% | Added |
| Geode Capital Management, LLC | 2,617,851 | $128.8M | 0.01% | +281,853+12.1% | Added |
| Dimensional Fund Advisors LP | 2,460,625 | $120.8M | 0.03% | −9,073−0.4% | Reduced |
| Northern Trust Corp | 2,003,457 | $98.4M | 0.02% | −215,181−9.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,806,902 | $88.7M | 0.08% | +38,220+2.2% | Added |
| Pacer Advisors, Inc. | 1,798,920 | $88.3M | 0.20% | +224,758+14.3% | Added |
| Bank of New York Mellon Corp | 1,762,419 | $86.6M | 0.02% | −124,714−6.6% | Reduced |
| Norges Bank | 1,715,138 | $84.2M | 0.01% | +7,360+0.4% | Added |
| LSV Asset Management | 1,616,361 | $79.4M | 0.16% | −64,339−3.8% | Reduced |
| AQR Capital Management LLC | 1,525,201 | $74.7M | 0.13% | −774,109−33.7% | Reduced |
| Citadel Advisors LLC | 1,507,037 | $74.0M | 0.07% | +729,371+93.8% | Added |
| Royal Bank of Canada | 1,285,031 | $63.1M | 0.02% | +305,014+31.1% | Added |
| Morgan Stanley | 1,124,100 | $55.2M | 0.00% | +80,700+7.7% | Added |
| Invesco Ltd. | 1,092,326 | $53.6M | 0.01% | +534,316+95.8% | Added |
| NewEdge Wealth, LLC | 944,344 | $45.4M | 1.02% | −189,650−16.7% | Reduced |
| Bank of America Corp | 901,804 | $44.3M | 0.00% | +426,356+89.7% | Added |
| Voloridge Investment Management, LLC | 869,209 | $42.7M | 0.16% | +421,190+94.0% | Added |
| Nuveen Asset Management, LLC | 858,494 | $42.2M | 0.01% | +10,402+1.2% | Added |
| Squarepoint Ops LLC | 837,209 | $41.1M | 0.17% | +813,882+3,489.0% | Added |
| BNP Paribas Arbitrage, SA | 817,621 | $40.2M | 0.05% | +35,333+4.5% | Added |
| Goldman Sachs Group Inc | 776,920 | $38.2M | 0.01% | −317,871−29.0% | Reduced |
| Clark Capital Management Group, Inc. | 719,371 | $35.3M | 0.26% | +275,686+62.1% | Added |
| JPMorgan Chase & Co | 669,256 | $32.9M | 0.00% | +59,474+9.8% | Added |
| Victory Capital Management Inc | 658,506 | $32.3M | 0.03% | +278,587+73.3% | Added |
| Blue Whale Capital LLP | 650,000 | $31.9M | 3.37% | +245,000+60.5% | Added |
| D. E. Shaw & Co., Inc. | 621,214 | $30.5M | 0.04% | −417,400−40.2% | Reduced |
| California Public Employees Retirement System | 594,730 | $29.2M | 0.02% | +43,574+7.9% | Added |
| Price T Rowe Associates Inc | 580,227 | $28.5M | 0.00% | +494,457+576.5% | Added |
| Robeco Institutional Asset Management B.V. | 548,196 | $26.9M | 0.06% | +71,911+15.1% | Added |
| Principal Financial Group Inc | 527,375 | $25.9M | 0.02% | −5,141−1.0% | Reduced |
| Prevatt Capital Ltd | 460,000 | $22.6M | 7.65% | +100,000+27.8% | Added |
| Rhumbline Advisers | 448,791 | $22.0M | 0.02% | −31,301−6.5% | Reduced |
| Man Group plc | 386,243 | $19.0M | 0.05% | −178,650−31.6% | Reduced |
| Retirement Systems of Alabama | 358,826 | $17.6M | 0.07% | −5,063−1.4% | Reduced |
| Bridgewater Associates, LP | 345,707 | $17.0M | 0.09% | −35,323−9.3% | Reduced |
| UBS Asset Management Americas Inc | 331,637 | $16.3M | 0.01% | −11,473−3.3% | Reduced |
| Storebrand Asset Management AS | 323,254 | $15.9M | 0.05% | −30,000−8.5% | Reduced |
| SEI Investments Co | 307,014 | $15.1M | 0.02% | +101,742+49.6% | Added |
| Schroder Investment Management Group | 295,101 | $14.5M | 0.02% | −25,857−8.1% | Reduced |
| Swiss National Bank | 284,300 | $14.0M | 0.01% | −3,800−1.3% | Reduced |
| Sound Income Strategies, LLC | 272,595 | $13.4M | 1.00% | −15,553−5.4% | Reduced |
| Voya Investment Management LLC | 257,037 | $12.6M | 0.01% | −10,590−4.0% | Reduced |
| First Trust Advisors LP | 256,835 | $12.6M | 0.01% | −82,419−24.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 254,800 | $12.5M | 0.06% | +188,600+284.9% | Added |
| Legal & General Group Plc | 248,085 | $12.2M | 0.00% | −4,529−1.8% | Reduced |
| UBS Group AG | 241,304 | $11.9M | 0.00% | +21,011+9.5% | Added |
| Alliancebernstein L.P. | 231,886 | $11.4M | 0.00% | −10,782−4.4% | Reduced |
| Credit Suisse AG | 225,861 | $11.1M | 0.01% | +590.0% | Added |
| Franklin Resources Inc | 218,501 | $10.7M | 0.00% | +33,275+18.0% | Added |
| Swedbank AB | 215,461 | $10.6M | 0.01% | −507−0.2% | Reduced |
| South Dakota Investment Council | 215,002 | $10.6M | 0.22% | −35,400−14.1% | Reduced |
| Financial Counselors Inc | 194,170 | $9.54M | 0.16% | −2,013−1.0% | Reduced |
| Royce & Associates LP | 190,620 | $9.36M | 0.08% | −168,500−46.9% | Reduced |
| American International Group, Inc. | 185,503 | $9.11M | 0.03% | −9,751−5.0% | Reduced |
| Ameriprise Financial Inc | 185,063 | $9.10M | 0.00% | −10,455−5.3% | Reduced |
| New York State Teachers Retirement System | 184,002 | $9.04M | 0.02% | −13,663−6.9% | Reduced |
| Alps Advisors Inc | 179,304 | $8.81M | 0.06% | +22,319+14.2% | Added |
| Barclays PLC | 178,287 | $8.76M | 0.00% | +21,230+13.5% | Added |
| Ibex Wealth Advisors | 235,108 | $8.58M | 2.33% | +234,891+108,244.7% | Added |
| Los Angeles Capital Management LLC | 169,020 | $8.30M | 0.03% | −178,127−51.3% | Reduced |
| Paradiem, LLC | 163,878 | $8.05M | 1.99% | +5,286+3.3% | Added |
| Great West Life Assurance Co | 159,847 | $7.85M | 0.02% | +8,132+5.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 159,867 | $7.85M | 0.03% | −18,658−10.5% | Reduced |
| CI Private Wealth, LLC | 155,751 | $7.65M | 0.01% | −285−0.2% | Reduced |
| Rodgers Brothers Inc. | 154,600 | $7.59M | 1.04% | −3,100−2.0% | Reduced |
| DekaBank Deutsche Girozentrale | 154,795 | $7.44M | 0.01% | +15,303+11.0% | Added |
| Raymond James & Associates | 150,284 | $7.38M | 0.01% | +15,461+11.5% | Added |
| California State Teachers Retirement System | 144,926 | $7.12M | 0.01% | −10,548−6.8% | Reduced |
| Redwood Investment Management, LLC | 142,115 | $6.98M | 0.67% | +17,014+13.6% | Added |
| Nisa Investment Advisors, LLC | 138,489 | $6.85M | 0.04% | −16,565−10.7% | Reduced |
| State Board of Administration of Florida Retirement System | 192,763 | $6.79M | 0.02% | +8,050+4.4% | Added |
| American Century Companies Inc | 127,568 | $6.26M | 0.00% | −190,443−59.9% | Reduced |
| Mackenzie Financial Corp | 123,338 | $6.06M | 0.01% | +538+0.4% | Added |
| Texas Permanent School Fund | 122,107 | $6.00M | 0.05% | −2,230−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 119,119 | $5.85M | 0.01% | +2,251+1.9% | Added |
| New York State Common Retirement Fund | 116,845 | $5.74M | 0.01% | −16,024−12.1% | Reduced |
| Crossmark Global Holdings, Inc. | 111,460 | $5.47M | 0.10% | +15,482+16.1% | Added |
| Crawford Investment Counsel Inc | 109,329 | $5.37M | 0.10% | −6,211−5.4% | Reduced |
| Wells Fargo & Company | 105,739 | $5.19M | 0.00% | +912+0.9% | Added |
| Canada Pension Plan Investment Board | 101,100 | $4.97M | 0.01% | +29,100+40.4% | Added |
| Amalgamated Bank | 99,462 | $4.88M | 0.04% | −5,447−5.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 97,522 | $4.79M | 0.05% | +243+0.2% | Added |
| Tectonic Advisors LLC | 97,097 | $4.77M | 0.36% | +2,926+3.1% | Added |
| Rockefeller Capital Management L.P. | 96,729 | $4.75M | 0.01% | +96,729 | New |
| Cerity Partners LLC | 96,377 | $4.73M | 0.01% | +63,876+196.5% | Added |
| Nordea Investment Management AB | 95,037 | $4.67M | 0.01% | −4,605−4.6% | Reduced |
| Janus Henderson Group PLC | 94,270 | $4.63M | 0.00% | +18,556+24.5% | Added |
| Trexquant Investment LP | 90,097 | $4.42M | 0.09% | +90,097 | New |
| Hennion & Walsh Asset Management, Inc. | 88,023 | $4.32M | 0.23% | −4,607−5.0% | Reduced |
| Glenmede Trust Co NA | 86,676 | $4.26M | 0.02% | −243,988−73.8% | Reduced |
| Envestnet Asset Management Inc | 86,067 | $4.23M | 0.00% | +28,538+49.6% | Added |
| Mutual of America Capital Management LLC | 83,135 | $4.08M | 0.04% | −6,001−6.7% | Reduced |