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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 8,600 | $422.4K | 0.01% | +656+8.3% | Added |
| Paradigm Financial Partners, LLC | 8,655 | $425.0K | 0.09% | +8,655 | New |
| Fox Run Management, L.L.C. | 8,662 | $425.4K | 0.09% | +8,662 | New |
| Susquehanna International Group, LLP | 8,951 | $439.6K | 0.00% | −32,282−78.3% | Reduced |
| Boston Family Office LLC | 9,000 | $442.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 9,104 | $447.1K | 0.21% | −440−4.6% | Reduced |
| MAI Capital Management | 9,121 | $447.9K | 0.00% | −37−0.4% | Reduced |
| TownSquare Capital, LLC | 9,304 | $456.9K | 0.01% | +869+10.3% | Added |
| Centiva Capital, LP | 9,409 | $462.1K | 0.03% | −7,289−43.7% | Reduced |
| LMR Partners LLP | 9,448 | $464.0K | 0.01% | +3,192+51.0% | Added |
| Chesley Taft & Associates LLC | 9,622 | $472.5K | 0.02% | +9,622 | New |
| SageView Advisory Group, LLC | 9,966 | $489.4K | 0.03% | +700+7.6% | Added |
| Farther Finance Advisors, LLC | 10,194 | $491.5K | 0.03% | +1,018+11.1% | Added |
| Fulton Breakefield Broenniman LLC | 10,020 | $492.1K | 0.04% | −8,638−46.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $494.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10,263 | $504.0K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,297 | $505.7K | 0.00% | +180+1.8% | Added |
| Caxton Associates LP | 10,380 | $509.8K | 0.03% | +10,380 | New |
| Fifth Third Bancorp | 10,427 | $512.1K | 0.00% | +39+0.4% | Added |
| Pinebridge Investments, L.P. | 10,435 | $512.5K | 0.00% | −592−5.4% | Reduced |
| D.A. Davidson & Co. | 10,521 | $516.7K | 0.00% | +2,196+26.4% | Added |
| Ethic Inc. | 11,064 | $543.4K | 0.01% | −5,040−31.3% | Reduced |
| Maryland State Retirement & Pension System | 11,587 | $544.1K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 11,228 | $551.4K | 0.01% | −1,531−12.0% | Reduced |
| GWM Advisors LLC | 11,402 | $559.9K | 0.00% | −808−6.6% | Reduced |
| Securian Asset Management, Inc | 11,473 | $563.4K | 0.02% | −673−5.5% | Reduced |
| Jefferies Financial Group Inc. | 11,500 | $564.8K | 0.01% | −10,000−46.5% | Reduced |
| Balyasny Asset Management LLC | 11,587 | $569.0K | 0.00% | +5,147+79.9% | Added |
| RMB Capital Management, LLC | 11,632 | $571.2K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 11,722 | $575.7K | 0.00% | −180−1.5% | Reduced |
| Vident Advisory, LLC | 11,921 | $585.4K | 0.01% | +1,682+16.4% | Added |
| Integrated Wealth Concepts LLC | 12,049 | $591.7K | 0.01% | +12,049 | New |
| First Citizens Bank & Trust Co | 12,110 | $594.7K | 0.01% | +144+1.2% | Added |
| AE Wealth Management LLC | 12,180 | $598.1K | 0.01% | −4,523−27.1% | Reduced |
| Aviso Wealth Management | 12,542 | $615.9K | 0.39% | +642+5.4% | Added |
| Baird Financial Group, Inc. | 12,775 | $627.4K | 0.00% | −204−1.6% | Reduced |
| VCI Wealth Management LLC | 12,778 | $627.5K | 0.42% | +12,778 | New |
| Y-Intercept (Hong Kong) Ltd | 12,788 | $628.0K | 0.05% | +12,788 | New |
| Tower Research Capital LLC (TRC) | 13,333 | $654.8K | 0.02% | +3,533+36.1% | Added |
| Cresset Asset Management, LLC | 13,302 | $656.9K | 0.00% | +963+7.8% | Added |
| State of Wisconsin Investment Board | 13,633 | $669.5K | 0.00% | −235−1.7% | Reduced |
| AXA S.A. | 14,300 | $702.3K | 0.00% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 14,376 | $706.0K | 1.77% | −1,124−7.3% | Reduced |
| Bridgefront Capital, LLC | 14,696 | $721.7K | 0.55% | +14,696 | New |
| Park Avenue Securities LLC | 14,937 | $734.0K | 0.01% | +3,672+32.6% | Added |
| RBF Capital, LLC | 15,000 | $736.6K | 0.04% | 00.0% | Unchanged |
| Range Financial Group LLC | 15,120 | $742.5K | 0.39% | −252−1.6% | Reduced |
| JustInvest LLC | 15,219 | $747.4K | 0.02% | −3,577−19.0% | Reduced |
| Legacy Bridge, LLC | 15,277 | $750.3K | 0.44% | 00.0% | Unchanged |
| CSS LLC | 15,448 | $758.7K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,549 | $764.0K | 0.00% | −2,071−11.8% | Reduced |
| New York Life Investment Management LLC | 15,872 | $779.5K | 0.01% | −684−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,135 | $792.0K | 0.00% | +347+2.2% | Added |
| Toroso Investments, LLC | 16,217 | $796.4K | 0.01% | −15,578−49.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,345 | $802.7K | 0.00% | +288+1.8% | Added |
| New Vernon Capital Holdings II LLC | 16,557 | $813.1K | 0.42% | +427+2.6% | Added |
| Rockland Trust Co | 16,666 | $818.5K | 0.04% | 00.0% | Unchanged |
| Invst, LLC | 17,017 | $820.6K | 0.10% | +17,017 | New |
| MSH Capital Advisors LLC | 17,080 | $838.8K | 0.29% | −784−4.4% | Reduced |
| Pictet Asset Management Holding SA | 17,280 | $848.6K | 0.00% | +301+1.8% | Added |
| MML Investors Services, LLC | 17,300 | $850.0K | 0.00% | −495−2.8% | Reduced |
| Carlson Capital Management | 17,400 | $854.5K | 0.04% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 18,000 | $884.0K | 0.11% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,009 | $884.0K | 0.00% | −36−0.2% | Reduced |
| True Wealth Design, LLC | 18,084 | $888.1K | 0.22% | +18,084 | New |
| Ascent Group, LLC | 18,451 | $906.1K | 0.08% | +498+2.8% | Added |
| Federated Hermes, Inc. | 18,506 | $908.8K | 0.00% | −1,440−7.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,590 | $913.0K | 0.08% | +18,590 | New |
| Quantinno Capital Management LP | 18,762 | $921.0K | 0.02% | +1,899+11.3% | Added |
| Gallacher Capital Management LLC | 18,879 | $927.2K | 0.47% | +9,985+112.3% | Added |
| Millennium Management LLC | 18,979 | $932.1K | 0.00% | −43,319−69.5% | Reduced |
| Vestcor Inc | 19,111 | $939.0K | 0.03% | +11,107+138.8% | Added |
| HighTower Advisors, LLC | 19,375 | $951.0K | 0.00% | −941,164−98.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 19,395 | $952.5K | 0.33% | +2,089+12.1% | Added |
| Tudor Investment Corp Et Al | 19,719 | $968.4K | 0.01% | −52,296−72.6% | Reduced |
| The PNC Financial Services Group, Inc. | 20,194 | $991.7K | 0.00% | +91+0.5% | Added |
| Ifrah Financial Services, Inc. | 20,595 | $1.01M | 0.28% | −508−2.4% | Reduced |
| Wealthfront Advisers LLC | 20,798 | $1.02M | 0.00% | −584−2.7% | Reduced |
| US Bancorp | 20,864 | $1.02M | 0.00% | −285−1.3% | Reduced |
| Chase Investment Counsel Corp | 21,000 | $1.03M | 0.38% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.03M | 0.24% | 00.0% | Unchanged |
| Jump Financial, LLC | 21,000 | $1.03M | 0.03% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.05M | 0.83% | – | – |
| Ceera Investments, LLC | 21,749 | $1.07M | 0.47% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 21,950 | $1.08M | 0.01% | −1,796−7.6% | Reduced |
| Advisory Research Inc | 22,154 | $1.09M | 0.22% | +2,736+14.1% | Added |
| Gsa Capital Partners LLP | 22,524 | $1.11M | 0.09% | +12,481+124.3% | Added |
| Illinois Municipal Retirement Fund | 22,744 | $1.12M | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 22,876 | $1.12M | 0.00% | −78,561−77.4% | Reduced |
| Natixis Advisors, L.P. | 22,951 | $1.13M | 0.00% | +3,511+18.1% | Added |
| Quent Capital, LLC | 23,055 | $1.13M | 0.13% | −30−0.1% | Reduced |
| Huber Capital Management LLC | 23,318 | $1.15M | 0.26% | +3,000+14.8% | Added |
| Prudential PLC | 23,684 | $1.16M | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 23,988 | $1.18M | 0.28% | +23,988 | New |
| Bank of Montreal | 24,216 | $1.19M | 0.00% | −458−1.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $1.20M | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 24,567 | $1.21M | 0.01% | +509+2.1% | Added |
| Boulder Hill Capital Management LP | 25,000 | $1.23M | 0.51% | +25,000 | New |
| Sumitomo Mitsui Financial Group, Inc. | 14,554 | $1.23M | 0.04% | −6,193−29.9% | Reduced |
| Guggenheim Capital LLC | 26,367 | $1.29M | 0.01% | +4,232+19.1% | Added |