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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 26,849 | $1.32M | 0.00% | +3,413+14.6% | Added |
| Intech Investment Management LLC | 27,053 | $1.33M | 0.02% | +784+3.0% | Added |
| Argyle Capital Management Inc. | 27,300 | $1.34M | 0.52% | 00.0% | Unchanged |
| Xponance, Inc. | 28,242 | $1.39M | 0.01% | +818+3.0% | Added |
| Handelsbanken Fonder AB | 28,700 | $1.41M | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 29,391 | $1.44M | 0.04% | +29,391 | New |
| Convergence Investment Partners, LLC | 29,528 | $1.45M | 0.56% | −260−0.9% | Reduced |
| Davy Global Fund Management Ltd | 29,674 | $1.46M | 0.17% | +2,221+8.1% | Added |
| Ameritas Investment Partners, Inc. | 30,767 | $1.51M | 0.05% | −1,013−3.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,863 | $1.52M | 0.01% | −897−2.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,886 | $1.52M | 0.24% | −243−0.8% | Reduced |
| Kendall Capital Management | 31,005 | $1.52M | 0.52% | +5,030+19.4% | Added |
| New Mexico Educational Retirement Board | 31,100 | $1.53M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 31,119 | $1.53M | 0.04% | −902−2.8% | Reduced |
| QRG Capital Management, Inc. | 31,367 | $1.54M | 0.02% | −3,820−10.9% | Reduced |
| Keybank National Association | 31,904 | $1.57M | 0.01% | +10,595+49.7% | Added |
| TrimTabs Asset Management, LLC | 32,235 | $1.58M | 0.40% | +9,218+40.0% | Added |
| Ontario Teachers Pension Plan Board | 32,549 | $1.60M | 0.01% | −32,647−50.1% | Reduced |
| State of Michigan Retirement System | 34,268 | $1.68M | 0.01% | −300−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 34,424 | $1.69M | 0.03% | −6,015−14.9% | Reduced |
| Stratos Wealth Advisors, LLC | 34,684 | $1.70M | 0.10% | +411+1.2% | Added |
| Thrivent Financial for Lutherans | 34,964 | $1.72M | 0.00% | −992−2.8% | Reduced |
| Aviva PLC | 35,054 | $1.72M | 0.01% | −13,383−27.6% | Reduced |
| Citigroup Inc | 35,647 | $1.75M | 0.00% | −14,702−29.2% | Reduced |
| Seven Eight Capital, LP | 37,170 | $1.83M | 0.19% | +30,273+438.9% | Added |
| Dorsey Wright & Associates | 37,272 | $1.83M | 0.48% | +14,609+64.5% | Added |
| Cetera Investment Advisers | 37,373 | $1.84M | 0.00% | +31,842+575.7% | Added |
| Cunning Capital Partners, LP | 37,575 | $1.84M | 1.02% | 00.0% | Unchanged |
| M&T Bank Corp | 38,790 | $1.90M | 0.01% | −103−0.3% | Reduced |
| Arizona State Retirement System | 39,556 | $1.94M | 0.01% | −1,312−3.2% | Reduced |
| Louisiana State Employees Retirement System | 40,200 | $1.97M | 0.04% | −200−0.5% | Reduced |
| Macquarie Group Ltd | 40,400 | $1.98M | 0.00% | −63,970−61.3% | Reduced |
| Brandywine Global Investment Management, LLC | 40,926 | $2.01M | 0.01% | +915+2.3% | Added |
| Ritholtz Wealth Management | 41,141 | $2.02M | 0.07% | −22−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,805 | $2.15M | 0.01% | −1,894−4.1% | Reduced |
| Human Investing LLC | 44,551 | $2.19M | 0.44% | −479−1.1% | Reduced |
| Amundi | 47,042 | $2.19M | 0.00% | +47,042 | New |
| State of Tennessee, Treasury Department | 45,000 | $2.21M | 0.01% | +6,000+15.4% | Added |
| State of Alaska, Department of Revenue | 45,138 | $2.22M | 0.03% | +29,595+190.4% | Added |
| Mariner, LLC | 45,235 | $2.22M | 0.00% | +1,545+3.5% | Added |
| Deutsche Bank AG | 45,468 | $2.23M | 0.00% | −1,513−3.2% | Reduced |
| Teacher Retirement System of Texas | 46,411 | $2.28M | 0.01% | −58,952−56.0% | Reduced |
| Ensign Peak Advisors, Inc | 46,542 | $2.29M | 0.00% | −21,083−31.2% | Reduced |
| Agf Management Ltd | 46,647 | $2.29M | 0.01% | −14,050−23.1% | Reduced |
| Commerce Bank | 46,735 | $2.30M | 0.02% | +30+0.1% | Added |
| Tealwood Asset Management Inc | 47,603 | $2.34M | 1.05% | +47,603 | New |
| Creative Planning | 48,531 | $2.38M | 0.00% | +5,321+12.3% | Added |
| Wedge Capital Management L L P | 49,460 | $2.43M | 0.04% | +18,673+60.7% | Added |
| Auxier Asset Management | 49,555 | $2.43M | 0.37% | −320−0.6% | Reduced |
| Russell Investments Group, Ltd. | 49,650 | $2.44M | 0.00% | +14,760+42.3% | Added |
| Optimist Retirement Group LLC | 50,029 | $2.46M | 1.26% | −1,722−3.3% | Reduced |
| Monument Capital Management | 50,593 | $2.48M | 0.72% | +3,072+6.5% | Added |
| Teachers Retirement System of the State of Kentucky | 50,998 | $2.50M | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 52,302 | $2.57M | 0.00% | −96,526−64.9% | Reduced |
| Advisor Group Holdings, Inc. | 52,657 | $2.59M | 0.01% | −27,420−34.2% | Reduced |
| Rings Capital Management LLC | 53,000 | $2.60M | 1.42% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 56,800 | $2.79M | 0.03% | 00.0% | Unchanged |
| Burney Co | 56,978 | $2.80M | 0.11% | −128−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 58,810 | $2.81M | 0.01% | +35,552+152.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 58,000 | $2.85M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 59,062 | $2.90M | 0.03% | −256−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 61,662 | $3.03M | 0.01% | −6,284−9.2% | Reduced |
| Alaska Permanent Fund Corp | 62,089 | $3.05M | 0.04% | −8,200−11.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 62,260 | $3.06M | 0.06% | +62,260 | New |
| Stifel Financial Corp | 62,649 | $3.08M | 0.00% | +10,693+20.6% | Added |
| Round Hill Asset Management | 63,299 | $3.11M | 1.88% | −700−1.1% | Reduced |
| Edgestream Partners, L.P. | 64,129 | $3.15M | 0.16% | +64,129 | New |
| Yousif Capital Management, LLC | 65,691 | $3.23M | 0.04% | −3,395−4.9% | Reduced |
| PEAK6 Investments LLC | 66,372 | $3.26M | 0.16% | +66,372 | New |
| Mitsubishi UFJ Trust & Banking Corp | 68,093 | $3.28M | 0.01% | +3,910+6.1% | Added |
| Janney Montgomery Scott LLC | 67,244 | $3.30M | 0.01% | +208+0.3% | Added |
| PGGM Investments | 68,071 | $3.34M | 0.05% | −1,076−1.6% | Reduced |
| Treasurer of the State of North Carolina | 68,174 | $3.35M | 0.01% | +437+0.6% | Added |
| ExodusPoint Capital Management, LP | 68,958 | $3.39M | 0.04% | +68,958 | New |
| Comerica Bank | 72,426 | $3.56M | 0.02% | +8,749+13.7% | Added |
| LPL Financial LLC | 79,717 | $3.91M | 0.00% | −13,822−14.8% | Reduced |
| MetLife Investment Management | 80,569 | $3.96M | 0.03% | −4,512−5.3% | Reduced |
| Jane Street Group, LLC | 80,844 | $3.97M | 0.01% | +31,696+64.5% | Added |
| State of New Jersey Common Pension Fund D | 81,522 | $4.00M | 0.01% | −3,757−4.4% | Reduced |
| Marshall Wace, LLP | 82,637 | $4.06M | 0.01% | +82,637 | New |
| Mutual of America Capital Management LLC | 83,135 | $4.08M | 0.04% | −6,001−6.7% | Reduced |
| Envestnet Asset Management Inc | 86,067 | $4.23M | 0.00% | +28,538+49.6% | Added |
| Glenmede Trust Co NA | 86,676 | $4.26M | 0.02% | −243,988−73.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 88,023 | $4.32M | 0.23% | −4,607−5.0% | Reduced |
| Trexquant Investment LP | 90,097 | $4.42M | 0.09% | +90,097 | New |
| Janus Henderson Group PLC | 94,270 | $4.63M | 0.00% | +18,556+24.5% | Added |
| Nordea Investment Management AB | 95,037 | $4.67M | 0.01% | −4,605−4.6% | Reduced |
| Cerity Partners LLC | 96,377 | $4.73M | 0.01% | +63,876+196.5% | Added |
| Rockefeller Capital Management L.P. | 96,729 | $4.75M | 0.01% | +96,729 | New |
| Tectonic Advisors LLC | 97,097 | $4.77M | 0.36% | +2,926+3.1% | Added |
| O'Shaughnessy Asset Management, LLC | 97,522 | $4.79M | 0.05% | +243+0.2% | Added |
| Amalgamated Bank | 99,462 | $4.88M | 0.04% | −5,447−5.2% | Reduced |
| Canada Pension Plan Investment Board | 101,100 | $4.97M | 0.01% | +29,100+40.4% | Added |
| Wells Fargo & Company | 105,739 | $5.19M | 0.00% | +912+0.9% | Added |
| Crawford Investment Counsel Inc | 109,329 | $5.37M | 0.10% | −6,211−5.4% | Reduced |
| Crossmark Global Holdings, Inc. | 111,460 | $5.47M | 0.10% | +15,482+16.1% | Added |
| New York State Common Retirement Fund | 116,845 | $5.74M | 0.01% | −16,024−12.1% | Reduced |
| Manufacturers Life Insurance Company, The | 119,119 | $5.85M | 0.01% | +2,251+1.9% | Added |
| Texas Permanent School Fund | 122,107 | $6.00M | 0.05% | −2,230−1.8% | Reduced |
| Mackenzie Financial Corp | 123,338 | $6.06M | 0.01% | +538+0.4% | Added |