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 |
|---|---|---|---|---|---|
| Chase Investment Counsel Corp | 21,000 | $1.03M | 0.38% | 00.0% | Unchanged |
| US Bancorp | 20,864 | $1.02M | 0.00% | −285−1.3% | Reduced |
| Wealthfront Advisers LLC | 20,798 | $1.02M | 0.00% | −584−2.7% | Reduced |
| Ifrah Financial Services, Inc. | 20,595 | $1.01M | 0.28% | −508−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 20,194 | $991.7K | 0.00% | +91+0.5% | Added |
| Tudor Investment Corp Et Al | 19,719 | $968.4K | 0.01% | −52,296−72.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 19,395 | $952.5K | 0.33% | +2,089+12.1% | Added |
| HighTower Advisors, LLC | 19,375 | $951.0K | 0.00% | −941,164−98.0% | Reduced |
| Vestcor Inc | 19,111 | $939.0K | 0.03% | +11,107+138.8% | Added |
| Millennium Management LLC | 18,979 | $932.1K | 0.00% | −43,319−69.5% | Reduced |
| Gallacher Capital Management LLC | 18,879 | $927.2K | 0.47% | +9,985+112.3% | Added |
| Quantinno Capital Management LP | 18,762 | $921.0K | 0.02% | +1,899+11.3% | Added |
| Campbell & CO Investment Adviser LLC | 18,590 | $913.0K | 0.08% | +18,590 | New |
| Federated Hermes, Inc. | 18,506 | $908.8K | 0.00% | −1,440−7.2% | Reduced |
| Ascent Group, LLC | 18,451 | $906.1K | 0.08% | +498+2.8% | Added |
| True Wealth Design, LLC | 18,084 | $888.1K | 0.22% | +18,084 | New |
| Commonwealth Equity Services, LLC | 18,009 | $884.0K | 0.00% | −36−0.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $884.0K | 0.11% | 00.0% | Unchanged |
| Carlson Capital Management | 17,400 | $854.5K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,300 | $850.0K | 0.00% | −495−2.8% | Reduced |
| Pictet Asset Management Holding SA | 17,280 | $848.6K | 0.00% | +301+1.8% | Added |
| MSH Capital Advisors LLC | 17,080 | $838.8K | 0.29% | −784−4.4% | Reduced |
| Invst, LLC | 17,017 | $820.6K | 0.10% | +17,017 | New |
| Rockland Trust Co | 16,666 | $818.5K | 0.04% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 16,557 | $813.1K | 0.42% | +427+2.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,345 | $802.7K | 0.00% | +288+1.8% | Added |
| Toroso Investments, LLC | 16,217 | $796.4K | 0.01% | −15,578−49.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,135 | $792.0K | 0.00% | +347+2.2% | Added |
| New York Life Investment Management LLC | 15,872 | $779.5K | 0.01% | −684−4.1% | Reduced |
| Public Employees Retirement Association of Colorado | 15,549 | $764.0K | 0.00% | −2,071−11.8% | Reduced |
| CSS LLC | 15,448 | $758.7K | 0.06% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15,277 | $750.3K | 0.44% | 00.0% | Unchanged |
| JustInvest LLC | 15,219 | $747.4K | 0.02% | −3,577−19.0% | Reduced |
| Range Financial Group LLC | 15,120 | $742.5K | 0.39% | −252−1.6% | Reduced |
| RBF Capital, LLC | 15,000 | $736.6K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,937 | $734.0K | 0.01% | +3,672+32.6% | Added |
| Bridgefront Capital, LLC | 14,696 | $721.7K | 0.55% | +14,696 | New |
| Lingohr & Partner Asset Management GmbH | 14,376 | $706.0K | 1.77% | −1,124−7.3% | Reduced |
| AXA S.A. | 14,300 | $702.3K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 13,633 | $669.5K | 0.00% | −235−1.7% | Reduced |
| Cresset Asset Management, LLC | 13,302 | $656.9K | 0.00% | +963+7.8% | Added |
| Tower Research Capital LLC (TRC) | 13,333 | $654.8K | 0.02% | +3,533+36.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,788 | $628.0K | 0.05% | +12,788 | New |
| VCI Wealth Management LLC | 12,778 | $627.5K | 0.42% | +12,778 | New |
| Baird Financial Group, Inc. | 12,775 | $627.4K | 0.00% | −204−1.6% | Reduced |
| Aviso Wealth Management | 12,542 | $615.9K | 0.39% | +642+5.4% | Added |
| AE Wealth Management LLC | 12,180 | $598.1K | 0.01% | −4,523−27.1% | Reduced |
| First Citizens Bank & Trust Co | 12,110 | $594.7K | 0.01% | +144+1.2% | Added |
| Integrated Wealth Concepts LLC | 12,049 | $591.7K | 0.01% | +12,049 | New |
| Vident Advisory, LLC | 11,921 | $585.4K | 0.01% | +1,682+16.4% | Added |
| Brown Advisory Inc | 11,722 | $575.7K | 0.00% | −180−1.5% | Reduced |
| RMB Capital Management, LLC | 11,632 | $571.2K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 11,587 | $569.0K | 0.00% | +5,147+79.9% | Added |
| Jefferies Financial Group Inc. | 11,500 | $564.8K | 0.01% | −10,000−46.5% | Reduced |
| Securian Asset Management, Inc | 11,473 | $563.4K | 0.02% | −673−5.5% | Reduced |
| GWM Advisors LLC | 11,402 | $559.9K | 0.00% | −808−6.6% | Reduced |
| United Services Automobile Association | 11,228 | $551.4K | 0.01% | −1,531−12.0% | Reduced |
| Maryland State Retirement & Pension System | 11,587 | $544.1K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 11,064 | $543.4K | 0.01% | −5,040−31.3% | Reduced |
| D.A. Davidson & Co. | 10,521 | $516.7K | 0.00% | +2,196+26.4% | Added |
| Pinebridge Investments, L.P. | 10,435 | $512.5K | 0.00% | −592−5.4% | Reduced |
| Fifth Third Bancorp | 10,427 | $512.1K | 0.00% | +39+0.4% | Added |
| Caxton Associates LP | 10,380 | $509.8K | 0.03% | +10,380 | New |
| Wealth Enhancement Advisory Services, LLC | 10,297 | $505.7K | 0.00% | +180+1.8% | Added |
| Sunbelt Securities, Inc. | 10,263 | $504.0K | 0.06% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,000 | $494.3K | 0.01% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 10,020 | $492.1K | 0.04% | −8,638−46.3% | Reduced |
| Farther Finance Advisors, LLC | 10,194 | $491.5K | 0.03% | +1,018+11.1% | Added |
| SageView Advisory Group, LLC | 9,966 | $489.4K | 0.03% | +700+7.6% | Added |
| Chesley Taft & Associates LLC | 9,622 | $472.5K | 0.02% | +9,622 | New |
| LMR Partners LLP | 9,448 | $464.0K | 0.01% | +3,192+51.0% | Added |
| Centiva Capital, LP | 9,409 | $462.1K | 0.03% | −7,289−43.7% | Reduced |
| TownSquare Capital, LLC | 9,304 | $456.9K | 0.01% | +869+10.3% | Added |
| MAI Capital Management | 9,121 | $447.9K | 0.00% | −37−0.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 9,104 | $447.1K | 0.21% | −440−4.6% | Reduced |
| Boston Family Office LLC | 9,000 | $442.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 8,951 | $439.6K | 0.00% | −32,282−78.3% | Reduced |
| Fox Run Management, L.L.C. | 8,662 | $425.4K | 0.09% | +8,662 | New |
| Paradigm Financial Partners, LLC | 8,655 | $425.0K | 0.09% | +8,655 | New |
| RSM US Wealth Management LLC | 8,600 | $422.4K | 0.01% | +656+8.3% | Added |
| Tradewinds, LLC. | 8,581 | $421.4K | 0.37% | +8,581 | New |
| TriaGen Wealth Management LLC | 8,439 | $414.4K | 0.17% | −73−0.9% | Reduced |
| 1620 Investment Advisors, Inc. | 8,425 | $413.7K | 0.42% | −1,292−13.3% | Reduced |
| Burns Matteson Capital Management, LLC | 8,395 | $412.3K | 0.27% | −6,840−44.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,227 | $404.0K | 0.03% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 8,221 | $403.7K | 0.17% | −7,345−47.2% | Reduced |
| Utah Retirement Systems | 8,000 | $392.9K | 0.00% | −100−1.2% | Reduced |
| Wedmont Private Capital | 8,290 | $388.5K | 0.03% | −4,081−33.0% | Reduced |
| Kapitalo Investimentos Ltda | 7,835 | $384.8K | 0.08% | −5,777−42.4% | Reduced |
| Dark Forest Capital Management LP | 7,808 | $383.5K | 0.06% | +7,808 | New |
| XTX Topco Ltd | 7,699 | $378.1K | 0.05% | +7,699 | New |
| Empowered Funds, LLC | 7,435 | $365.1K | 0.01% | −16,757−69.3% | Reduced |
| Ziegler Capital Management, LLC | 24,628 | $364.3K | 0.01% | −1,631−6.2% | Reduced |
| Private Advisor Group, LLC | 7,406 | $363.7K | 0.00% | −1,673−18.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,167 | $352.0K | 0.00% | −2,700−27.4% | Reduced |
| Lido Advisors, LLC | 7,101 | $350.9K | 0.00% | +7,101 | New |
| Moody Lynn & Lieberson, LLC | 7,137 | $350.5K | 0.02% | +10+0.1% | Added |
| Shell Asset Management Co | 6,456 | $350.0K | 0.02% | −664−9.3% | Reduced |
| Green Square Capital Advisors LLC | 7,019 | $344.7K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,986 | $343.1K | 0.02% | −33−0.5% | Reduced |