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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,658−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −9,508−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −7,905−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,023−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,629−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,153−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −4,723−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −4,646−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,355−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,141−100.0% | Sold out |
| Sage Rock Capital Management LP | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |