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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 127,568 | $6.26M | 0.00% | −190,443−59.9% | Reduced |
| State Board of Administration of Florida Retirement System | 192,763 | $6.79M | 0.02% | +8,050+4.4% | Added |
| Nisa Investment Advisors, LLC | 138,489 | $6.85M | 0.04% | −16,565−10.7% | Reduced |
| Redwood Investment Management, LLC | 142,115 | $6.98M | 0.67% | +17,014+13.6% | Added |
| California State Teachers Retirement System | 144,926 | $7.12M | 0.01% | −10,548−6.8% | Reduced |
| Raymond James & Associates | 150,284 | $7.38M | 0.01% | +15,461+11.5% | Added |
| DekaBank Deutsche Girozentrale | 154,795 | $7.44M | 0.01% | +15,303+11.0% | Added |
| Rodgers Brothers Inc. | 154,600 | $7.59M | 1.04% | −3,100−2.0% | Reduced |
| CI Private Wealth, LLC | 155,751 | $7.65M | 0.01% | −285−0.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 159,867 | $7.85M | 0.03% | −18,658−10.5% | Reduced |
| Great West Life Assurance Co | 159,847 | $7.85M | 0.02% | +8,132+5.4% | Added |
| Paradiem, LLC | 163,878 | $8.05M | 1.99% | +5,286+3.3% | Added |
| Los Angeles Capital Management LLC | 169,020 | $8.30M | 0.03% | −178,127−51.3% | Reduced |
| Ibex Wealth Advisors | 235,108 | $8.58M | 2.33% | +234,891+108,244.7% | Added |
| Barclays PLC | 178,287 | $8.76M | 0.00% | +21,230+13.5% | Added |
| Alps Advisors Inc | 179,304 | $8.81M | 0.06% | +22,319+14.2% | Added |
| New York State Teachers Retirement System | 184,002 | $9.04M | 0.02% | −13,663−6.9% | Reduced |
| Ameriprise Financial Inc | 185,063 | $9.10M | 0.00% | −10,455−5.3% | Reduced |
| American International Group, Inc. | 185,503 | $9.11M | 0.03% | −9,751−5.0% | Reduced |
| Royce & Associates LP | 190,620 | $9.36M | 0.08% | −168,500−46.9% | Reduced |
| Financial Counselors Inc | 194,170 | $9.54M | 0.16% | −2,013−1.0% | Reduced |
| South Dakota Investment Council | 215,002 | $10.6M | 0.22% | −35,400−14.1% | Reduced |
| Swedbank AB | 215,461 | $10.6M | 0.01% | −507−0.2% | Reduced |
| Franklin Resources Inc | 218,501 | $10.7M | 0.00% | +33,275+18.0% | Added |
| Credit Suisse AG | 225,861 | $11.1M | 0.01% | +590.0% | Added |
| Alliancebernstein L.P. | 231,886 | $11.4M | 0.00% | −10,782−4.4% | Reduced |
| UBS Group AG | 241,304 | $11.9M | 0.00% | +21,011+9.5% | Added |
| Legal & General Group Plc | 248,085 | $12.2M | 0.00% | −4,529−1.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 254,800 | $12.5M | 0.06% | +188,600+284.9% | Added |
| First Trust Advisors LP | 256,835 | $12.6M | 0.01% | −82,419−24.3% | Reduced |
| Voya Investment Management LLC | 257,037 | $12.6M | 0.01% | −10,590−4.0% | Reduced |
| Sound Income Strategies, LLC | 272,595 | $13.4M | 1.00% | −15,553−5.4% | Reduced |
| Swiss National Bank | 284,300 | $14.0M | 0.01% | −3,800−1.3% | Reduced |
| Schroder Investment Management Group | 295,101 | $14.5M | 0.02% | −25,857−8.1% | Reduced |
| SEI Investments Co | 307,014 | $15.1M | 0.02% | +101,742+49.6% | Added |
| Storebrand Asset Management AS | 323,254 | $15.9M | 0.05% | −30,000−8.5% | Reduced |
| UBS Asset Management Americas Inc | 331,637 | $16.3M | 0.01% | −11,473−3.3% | Reduced |
| Bridgewater Associates, LP | 345,707 | $17.0M | 0.09% | −35,323−9.3% | Reduced |
| Retirement Systems of Alabama | 358,826 | $17.6M | 0.07% | −5,063−1.4% | Reduced |
| Man Group plc | 386,243 | $19.0M | 0.05% | −178,650−31.6% | Reduced |
| Rhumbline Advisers | 448,791 | $22.0M | 0.02% | −31,301−6.5% | Reduced |
| Prevatt Capital Ltd | 460,000 | $22.6M | 7.65% | +100,000+27.8% | Added |
| Principal Financial Group Inc | 527,375 | $25.9M | 0.02% | −5,141−1.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 548,196 | $26.9M | 0.06% | +71,911+15.1% | Added |
| Price T Rowe Associates Inc | 580,227 | $28.5M | 0.00% | +494,457+576.5% | Added |
| California Public Employees Retirement System | 594,730 | $29.2M | 0.02% | +43,574+7.9% | Added |
| D. E. Shaw & Co., Inc. | 621,214 | $30.5M | 0.04% | −417,400−40.2% | Reduced |
| Blue Whale Capital LLP | 650,000 | $31.9M | 3.37% | +245,000+60.5% | Added |
| Victory Capital Management Inc | 658,506 | $32.3M | 0.03% | +278,587+73.3% | Added |
| JPMorgan Chase & Co | 669,256 | $32.9M | 0.00% | +59,474+9.8% | Added |
| Clark Capital Management Group, Inc. | 719,371 | $35.3M | 0.26% | +275,686+62.1% | Added |
| Goldman Sachs Group Inc | 776,920 | $38.2M | 0.01% | −317,871−29.0% | Reduced |
| BNP Paribas Arbitrage, SA | 817,621 | $40.2M | 0.05% | +35,333+4.5% | Added |
| Squarepoint Ops LLC | 837,209 | $41.1M | 0.17% | +813,882+3,489.0% | Added |
| Nuveen Asset Management, LLC | 858,494 | $42.2M | 0.01% | +10,402+1.2% | Added |
| Voloridge Investment Management, LLC | 869,209 | $42.7M | 0.16% | +421,190+94.0% | Added |
| Bank of America Corp | 901,804 | $44.3M | 0.00% | +426,356+89.7% | Added |
| NewEdge Wealth, LLC | 944,344 | $45.4M | 1.02% | −189,650−16.7% | Reduced |
| Invesco Ltd. | 1,092,326 | $53.6M | 0.01% | +534,316+95.8% | Added |
| Morgan Stanley | 1,124,100 | $55.2M | 0.00% | +80,700+7.7% | Added |
| Royal Bank of Canada | 1,285,031 | $63.1M | 0.02% | +305,014+31.1% | Added |
| Citadel Advisors LLC | 1,507,037 | $74.0M | 0.07% | +729,371+93.8% | Added |
| AQR Capital Management LLC | 1,525,201 | $74.7M | 0.13% | −774,109−33.7% | Reduced |
| LSV Asset Management | 1,616,361 | $79.4M | 0.16% | −64,339−3.8% | Reduced |
| Norges Bank | 1,715,138 | $84.2M | 0.01% | +7,360+0.4% | Added |
| Bank of New York Mellon Corp | 1,762,419 | $86.6M | 0.02% | −124,714−6.6% | Reduced |
| Pacer Advisors, Inc. | 1,798,920 | $88.3M | 0.20% | +224,758+14.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,806,902 | $88.7M | 0.08% | +38,220+2.2% | Added |
| Northern Trust Corp | 2,003,457 | $98.4M | 0.02% | −215,181−9.7% | Reduced |
| Dimensional Fund Advisors LP | 2,460,625 | $120.8M | 0.03% | −9,073−0.4% | Reduced |
| Geode Capital Management, LLC | 2,617,851 | $128.8M | 0.01% | +281,853+12.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,156,128 | $155.0M | 0.68% | +536,040+20.5% | Added |
| Boston Partners | 3,270,919 | $160.6M | 0.19% | +758,827+30.2% | Added |
| Wellington Management Group LLP | 3,373,712 | $165.7M | 0.03% | +173,593+5.4% | Added |
| Charles Schwab Investment Management Inc | 4,655,402 | $228.6M | 0.05% | +878,805+23.3% | Added |
| Lazard Asset Management LLC | 4,899,439 | $240.6M | 0.29% | +161,604+3.4% | Added |
| State Street Corp | 5,496,644 | $271.6M | 0.01% | +28,432+0.5% | Added |
| Vanguard Group Inc | 14,241,716 | $699.4M | 0.01% | −399,745−2.7% | Reduced |
| BlackRock Inc. | 16,631,174 | $816.8M | 0.02% | −1,251,730−7.0% | Reduced |
| FMR LLC | 20,791,224 | $1.02B | 0.07% | −797,619−3.7% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −94,905−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −46,908−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −27,413−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −26,359−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −26,205−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −25,386−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −21,115−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −19,449−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −17,644−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −17,025−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −16,027−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −15,922−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −15,034−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −14,216−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,186−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,149−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −13,298−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −13,298−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −11,729−100.0% | Sold out |