H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 82,637 | $4.06M | 0.01% | +82,637 | New |
| State of New Jersey Common Pension Fund D | 81,522 | $4.00M | 0.01% | −3,757−4.4% | Reduced |
| Jane Street Group, LLC | 80,844 | $3.97M | 0.01% | +31,696+64.5% | Added |
| MetLife Investment Management | 80,569 | $3.96M | 0.03% | −4,512−5.3% | Reduced |
| LPL Financial LLC | 79,717 | $3.91M | 0.00% | −13,822−14.8% | Reduced |
| Comerica Bank | 72,426 | $3.56M | 0.02% | +8,749+13.7% | Added |
| ExodusPoint Capital Management, LP | 68,958 | $3.39M | 0.04% | +68,958 | New |
| Treasurer of the State of North Carolina | 68,174 | $3.35M | 0.01% | +437+0.6% | Added |
| PGGM Investments | 68,071 | $3.34M | 0.05% | −1,076−1.6% | Reduced |
| Janney Montgomery Scott LLC | 67,244 | $3.30M | 0.01% | +208+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 68,093 | $3.28M | 0.01% | +3,910+6.1% | Added |
| PEAK6 Investments LLC | 66,372 | $3.26M | 0.16% | +66,372 | New |
| Yousif Capital Management, LLC | 65,691 | $3.23M | 0.04% | −3,395−4.9% | Reduced |
| Edgestream Partners, L.P. | 64,129 | $3.15M | 0.16% | +64,129 | New |
| Round Hill Asset Management | 63,299 | $3.11M | 1.88% | −700−1.1% | Reduced |
| Stifel Financial Corp | 62,649 | $3.08M | 0.00% | +10,693+20.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 62,260 | $3.06M | 0.06% | +62,260 | New |
| Alaska Permanent Fund Corp | 62,089 | $3.05M | 0.04% | −8,200−11.7% | Reduced |
| Public Employees Retirement System of Ohio | 61,662 | $3.03M | 0.01% | −6,284−9.2% | Reduced |
| Walleye Capital LLC | 59,062 | $2.90M | 0.03% | −256−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 58,000 | $2.85M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 58,810 | $2.81M | 0.01% | +35,552+152.9% | Added |
| Burney Co | 56,978 | $2.80M | 0.11% | −128−0.2% | Reduced |
| Alberta Investment Management Corp | 56,800 | $2.79M | 0.03% | 00.0% | Unchanged |
| Rings Capital Management LLC | 53,000 | $2.60M | 1.42% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 52,657 | $2.59M | 0.01% | −27,420−34.2% | Reduced |
| Prudential Financial Inc | 52,302 | $2.57M | 0.00% | −96,526−64.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,998 | $2.50M | 0.02% | 00.0% | Unchanged |
| Monument Capital Management | 50,593 | $2.48M | 0.72% | +3,072+6.5% | Added |
| Optimist Retirement Group LLC | 50,029 | $2.46M | 1.26% | −1,722−3.3% | Reduced |
| Russell Investments Group, Ltd. | 49,650 | $2.44M | 0.00% | +14,760+42.3% | Added |
| Auxier Asset Management | 49,555 | $2.43M | 0.37% | −320−0.6% | Reduced |
| Wedge Capital Management L L P | 49,460 | $2.43M | 0.04% | +18,673+60.7% | Added |
| Creative Planning | 48,531 | $2.38M | 0.00% | +5,321+12.3% | Added |
| Tealwood Asset Management Inc | 47,603 | $2.34M | 1.05% | +47,603 | New |
| Commerce Bank | 46,735 | $2.30M | 0.02% | +30+0.1% | Added |
| Agf Management Ltd | 46,647 | $2.29M | 0.01% | −14,050−23.1% | Reduced |
| Ensign Peak Advisors, Inc | 46,542 | $2.29M | 0.00% | −21,083−31.2% | Reduced |
| Teacher Retirement System of Texas | 46,411 | $2.28M | 0.01% | −58,952−56.0% | Reduced |
| Deutsche Bank AG | 45,468 | $2.23M | 0.00% | −1,513−3.2% | Reduced |
| Mariner, LLC | 45,235 | $2.22M | 0.00% | +1,545+3.5% | Added |
| State of Alaska, Department of Revenue | 45,138 | $2.22M | 0.03% | +29,595+190.4% | Added |
| State of Tennessee, Treasury Department | 45,000 | $2.21M | 0.01% | +6,000+15.4% | Added |
| Amundi | 47,042 | $2.19M | 0.00% | +47,042 | New |
| Human Investing LLC | 44,551 | $2.19M | 0.44% | −479−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,805 | $2.15M | 0.01% | −1,894−4.1% | Reduced |
| Ritholtz Wealth Management | 41,141 | $2.02M | 0.07% | −22−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 40,926 | $2.01M | 0.01% | +915+2.3% | Added |
| Macquarie Group Ltd | 40,400 | $1.98M | 0.00% | −63,970−61.3% | Reduced |
| Louisiana State Employees Retirement System | 40,200 | $1.97M | 0.04% | −200−0.5% | Reduced |
| Arizona State Retirement System | 39,556 | $1.94M | 0.01% | −1,312−3.2% | Reduced |
| M&T Bank Corp | 38,790 | $1.90M | 0.01% | −103−0.3% | Reduced |
| Cunning Capital Partners, LP | 37,575 | $1.84M | 1.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 37,373 | $1.84M | 0.00% | +31,842+575.7% | Added |
| Dorsey Wright & Associates | 37,272 | $1.83M | 0.48% | +14,609+64.5% | Added |
| Seven Eight Capital, LP | 37,170 | $1.83M | 0.19% | +30,273+438.9% | Added |
| Citigroup Inc | 35,647 | $1.75M | 0.00% | −14,702−29.2% | Reduced |
| Aviva PLC | 35,054 | $1.72M | 0.01% | −13,383−27.6% | Reduced |
| Thrivent Financial for Lutherans | 34,964 | $1.72M | 0.00% | −992−2.8% | Reduced |
| Stratos Wealth Advisors, LLC | 34,684 | $1.70M | 0.10% | +411+1.2% | Added |
| Oregon Public Employees Retirement Fund | 34,424 | $1.69M | 0.03% | −6,015−14.9% | Reduced |
| State of Michigan Retirement System | 34,268 | $1.68M | 0.01% | −300−0.9% | Reduced |
| Ontario Teachers Pension Plan Board | 32,549 | $1.60M | 0.01% | −32,647−50.1% | Reduced |
| TrimTabs Asset Management, LLC | 32,235 | $1.58M | 0.40% | +9,218+40.0% | Added |
| Keybank National Association | 31,904 | $1.57M | 0.01% | +10,595+49.7% | Added |
| QRG Capital Management, Inc. | 31,367 | $1.54M | 0.02% | −3,820−10.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 31,119 | $1.53M | 0.04% | −902−2.8% | Reduced |
| New Mexico Educational Retirement Board | 31,100 | $1.53M | 0.05% | 00.0% | Unchanged |
| Kendall Capital Management | 31,005 | $1.52M | 0.52% | +5,030+19.4% | Added |
| Linden Thomas Advisory Services, LLC | 30,886 | $1.52M | 0.24% | −243−0.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,863 | $1.52M | 0.01% | −897−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 30,767 | $1.51M | 0.05% | −1,013−3.2% | Reduced |
| Davy Global Fund Management Ltd | 29,674 | $1.46M | 0.17% | +2,221+8.1% | Added |
| Convergence Investment Partners, LLC | 29,528 | $1.45M | 0.56% | −260−0.9% | Reduced |
| Engineers Gate Manager LP | 29,391 | $1.44M | 0.04% | +29,391 | New |
| Handelsbanken Fonder AB | 28,700 | $1.41M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 28,242 | $1.39M | 0.01% | +818+3.0% | Added |
| Argyle Capital Management Inc. | 27,300 | $1.34M | 0.52% | 00.0% | Unchanged |
| Intech Investment Management LLC | 27,053 | $1.33M | 0.02% | +784+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 26,849 | $1.32M | 0.00% | +3,413+14.6% | Added |
| Guggenheim Capital LLC | 26,367 | $1.29M | 0.01% | +4,232+19.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 14,554 | $1.23M | 0.04% | −6,193−29.9% | Reduced |
| Boulder Hill Capital Management LP | 25,000 | $1.23M | 0.51% | +25,000 | New |
| Kestra Advisory Services, LLC | 24,567 | $1.21M | 0.01% | +509+2.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $1.20M | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 24,216 | $1.19M | 0.00% | −458−1.9% | Reduced |
| Axq Capital, LP | 23,988 | $1.18M | 0.28% | +23,988 | New |
| Prudential PLC | 23,684 | $1.16M | 0.01% | 00.0% | Unchanged |
| Huber Capital Management LLC | 23,318 | $1.15M | 0.26% | +3,000+14.8% | Added |
| Quent Capital, LLC | 23,055 | $1.13M | 0.13% | −30−0.1% | Reduced |
| Natixis Advisors, L.P. | 22,951 | $1.13M | 0.00% | +3,511+18.1% | Added |
| HSBC Holdings PLC | 22,876 | $1.12M | 0.00% | −78,561−77.4% | Reduced |
| Illinois Municipal Retirement Fund | 22,744 | $1.12M | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 22,524 | $1.11M | 0.09% | +12,481+124.3% | Added |
| Advisory Research Inc | 22,154 | $1.09M | 0.22% | +2,736+14.1% | Added |
| Pathstone Holdings, LLC | 21,950 | $1.08M | 0.01% | −1,796−7.6% | Reduced |
| Ceera Investments, LLC | 21,749 | $1.07M | 0.47% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.05M | 0.83% | – | – |
| 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 |