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, Q2 2024
Institutional positions in H&R Block Inc as of Jun 30, 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
- 498
- +27 vs. Q1 2024
- Shares held
- 126.3M
- −1.53M (−1.2%) vs. Q1 2024
- Total value
- $6.85B
- +$577.3M (+9.2%) vs. Q1 2024
- New holders
- 75
- 167 more added
- Sold out
- 48
- 163 more reduced
9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 20,929,029 | $1.13B | 0.07% | +137,805+0.7% | Added |
| BlackRock Inc. | 16,299,068 | $883.9M | 0.02% | −332,106−2.0% | Reduced |
| Vanguard Group Inc | 14,702,829 | $797.3M | 0.02% | +461,113+3.2% | Added |
| State Street Corp | 4,706,022 | $256.8M | 0.01% | −790,622−14.4% | Reduced |
| Charles Schwab Investment Management Inc | 4,681,475 | $253.9M | 0.05% | +26,073+0.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,538,138 | $191.9M | 0.82% | +382,010+12.1% | Added |
| Wellington Management Group LLP | 3,367,203 | $182.6M | 0.03% | −6,509−0.2% | Reduced |
| Boston Partners | 3,253,726 | $176.4M | 0.22% | −17,193−0.5% | Reduced |
| Pacer Advisors, Inc. | 2,738,190 | $148.5M | 0.34% | +939,270+52.2% | Added |
| Geode Capital Management, LLC | 2,675,056 | $145.4M | 0.01% | +57,205+2.2% | Added |
| Dimensional Fund Advisors LP | 2,484,417 | $134.7M | 0.04% | +23,792+1.0% | Added |
| Lazard Asset Management LLC | 2,263,076 | $122.7M | 0.15% | −2,636,363−53.8% | Reduced |
| Northern Trust Corp | 2,215,243 | $120.1M | 0.02% | +211,786+10.6% | Added |
| AQR Capital Management LLC | 2,131,451 | $115.4M | 0.18% | +606,250+39.7% | Added |
| Bank of New York Mellon Corp | 1,748,095 | $94.8M | 0.02% | −14,324−0.8% | Reduced |
| Norges Bank | 1,670,801 | $90.6M | 0.01% | −44,337−2.6% | Reduced |
| LSV Asset Management | 1,575,491 | $85.4M | 0.19% | −40,870−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,550,298 | $84.1M | 0.07% | −256,604−14.2% | Reduced |
| Goldman Sachs Group Inc | 1,501,656 | $81.4M | 0.02% | +724,736+93.3% | Added |
| Royal Bank of Canada | 1,324,879 | $71.8M | 0.02% | +39,848+3.1% | Added |
| Invesco Ltd. | 1,209,665 | $65.6M | 0.01% | +117,339+10.7% | Added |
| Morgan Stanley | 997,883 | $54.1M | 0.00% | −126,217−11.2% | Reduced |
| NewEdge Wealth, LLC | 957,589 | $51.9M | 1.12% | +13,245+1.4% | Added |
| Bank of America Corp | 869,773 | $47.2M | 0.00% | −32,031−3.6% | Reduced |
| Price T Rowe Associates Inc | 849,661 | $46.1M | 0.01% | +269,434+46.4% | Added |
| Nuveen Asset Management, LLC | 838,688 | $45.5M | 0.01% | −19,806−2.3% | Reduced |
| Citadel Advisors LLC | 806,269 | $43.7M | 0.04% | −700,768−46.5% | Reduced |
| Blue Whale Capital LLP | 742,500 | $40.3M | 3.84% | +92,500+14.2% | Added |
| Clark Capital Management Group, Inc. | 736,138 | $39.9M | 0.29% | +16,767+2.3% | Added |
| JPMorgan Chase & Co | 729,053 | $39.5M | 0.00% | +59,797+8.9% | Added |
| BNP Paribas Arbitrage, SA | 715,223 | $38.8M | 0.04% | −102,398−12.5% | Reduced |
| Voloridge Investment Management, LLC | 657,571 | $35.7M | 0.13% | −211,638−24.3% | Reduced |
| Victory Capital Management Inc | 597,540 | $32.4M | 0.03% | −60,966−9.3% | Reduced |
| California Public Employees Retirement System | 582,643 | $31.6M | 0.02% | −12,087−2.0% | Reduced |
| UBS Asset Management Americas Inc | 541,245 | $29.4M | 0.01% | +209,608+63.2% | Added |
| Qube Research & Technologies Ltd | 470,352 | $25.5M | 0.05% | +466,706+12,800.5% | Added |
| Principal Financial Group Inc | 464,934 | $25.2M | 0.01% | −62,441−11.8% | Reduced |
| D. E. Shaw & Co., Inc. | 462,811 | $25.1M | 0.04% | −158,403−25.5% | Reduced |
| Prevatt Capital Ltd | 460,000 | $24.9M | 7.86% | 00.0% | Unchanged |
| Rhumbline Advisers | 423,254 | $23.0M | 0.02% | −25,537−5.7% | Reduced |
| Voya Investment Management LLC | 381,846 | $20.7M | 0.02% | +124,809+48.6% | Added |
| Retirement Systems of Alabama | 355,837 | $19.3M | 0.07% | −2,989−0.8% | Reduced |
| Storebrand Asset Management AS | 326,746 | $17.7M | 0.06% | +3,492+1.1% | Added |
| Moran Wealth Management, LLC | 319,714 | $17.3M | 0.57% | +319,714 | New |
| SEI Investments Co | 310,567 | $16.8M | 0.02% | +3,553+1.2% | Added |
| Schroder Investment Management Group | 288,011 | $15.6M | 0.02% | −7,090−2.4% | Reduced |
| Legal & General Group Plc | 285,402 | $15.5M | 0.00% | +37,317+15.0% | Added |
| American Century Companies Inc | 276,358 | $15.0M | 0.01% | +148,790+116.6% | Added |
| Swiss National Bank | 274,500 | $14.9M | 0.01% | −9,800−3.4% | Reduced |
| UBS Group AG | 263,054 | $14.3M | 0.00% | +21,750+9.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 255,600 | $13.9M | 0.07% | +800+0.3% | Added |
| First Trust Advisors LP | 251,585 | $13.6M | 0.01% | −5,250−2.0% | Reduced |
| CI Private Wealth, LLC | 246,993 | $13.4M | 0.02% | +91,242+58.6% | Added |
| Robeco Institutional Asset Management B.V. | 243,647 | $13.2M | 0.03% | −304,549−55.6% | Reduced |
| Ameriprise Financial Inc | 231,555 | $12.6M | 0.00% | +46,492+25.1% | Added |
| Cambria Investment Management, L.P. | 226,890 | $12.3M | 0.75% | +226,890 | New |
| Swedbank AB | 215,968 | $11.7M | 0.02% | +507+0.2% | Added |
| Alliancebernstein L.P. | 212,921 | $11.5M | 0.00% | −18,965−8.2% | Reduced |
| Sound Income Strategies, LLC | 208,233 | $11.3M | 0.71% | −64,362−23.6% | Reduced |
| Alps Advisors Inc | 202,416 | $11.0M | 0.08% | +23,112+12.9% | Added |
| Franklin Resources Inc | 192,969 | $10.5M | 0.00% | −25,532−11.7% | Reduced |
| Financial Counselors Inc | 191,727 | $10.4M | 0.17% | −2,443−1.3% | Reduced |
| Ibex Wealth Advisors | 188,637 | $10.2M | 1.60% | −46,471−19.8% | Reduced |
| Great West Life Assurance Co | 186,692 | $10.1M | 0.02% | +26,845+16.8% | Added |
| State Board of Administration of Florida Retirement System | 183,913 | $9.97M | 0.02% | −8,850−4.6% | Reduced |
| New York State Teachers Retirement System | 177,328 | $9.62M | 0.02% | −6,674−3.6% | Reduced |
| Corebridge Financial, Inc. | 176,811 | $9.59M | 0.05% | +176,811 | New |
| Teacher Retirement System of Texas | 175,087 | $9.49M | 0.05% | +128,676+277.3% | Added |
| Royce & Associates LP | 174,556 | $9.47M | 0.09% | −16,064−8.4% | Reduced |
| Los Angeles Capital Management LLC | 171,601 | $9.31M | 0.03% | +2,581+1.5% | Added |
| Raymond James & Associates | 162,501 | $8.81M | 0.01% | +12,217+8.1% | Added |
| Mackenzie Financial Corp | 161,355 | $8.75M | 0.01% | +38,017+30.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 159,867 | $8.67M | 0.03% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 157,686 | $8.55M | 0.04% | −188,021−54.4% | Reduced |
| Nisa Investment Advisors, LLC | 147,280 | $8.03M | 0.05% | +8,791+6.3% | Added |
| DekaBank Deutsche Girozentrale | 148,743 | $7.91M | 0.01% | −6,052−3.9% | Reduced |
| Trexquant Investment LP | 141,274 | $7.66M | 0.12% | +51,177+56.8% | Added |
| California State Teachers Retirement System | 136,946 | $7.43M | 0.01% | −7,980−5.5% | Reduced |
| Prudential PLC | 136,917 | $7.43M | 0.05% | +113,233+478.1% | Added |
| Deutsche Bank AG | 128,129 | $6.95M | 0.00% | +82,661+181.8% | Added |
| Canada Pension Plan Investment Board | 127,600 | $6.92M | 0.01% | +26,500+26.2% | Added |
| HRT Financial LP | 127,437 | $6.91M | 0.04% | +127,437 | New |
| Rodgers Brothers Inc. | 117,350 | $6.36M | 0.86% | −37,250−24.1% | Reduced |
| Manufacturers Life Insurance Company, The | 117,065 | $6.35M | 0.01% | −2,054−1.7% | Reduced |
| Nordea Investment Management AB | 116,392 | $6.32M | 0.01% | +21,355+22.5% | Added |
| Crossmark Global Holdings, Inc. | 116,529 | $6.32M | 0.12% | +5,069+4.5% | Added |
| New York State Common Retirement Fund | 114,879 | $6.23M | 0.01% | −1,966−1.7% | Reduced |
| Wells Fargo & Company | 111,822 | $6.06M | 0.00% | +6,083+5.8% | Added |
| Redwood Investment Management, LLC | 110,658 | $6.01M | 0.52% | −31,457−22.1% | Reduced |
| Tectonic Advisors LLC | 100,949 | $5.47M | 0.40% | +3,852+4.0% | Added |
| Crawford Investment Counsel Inc | 100,777 | $5.47M | 0.10% | −8,552−7.8% | Reduced |
| South Dakota Investment Council | 100,778 | $5.46M | 0.11% | −114,224−53.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 100,471 | $5.45M | 0.01% | +32,378+47.5% | Added |
| State of Wisconsin Investment Board | 98,513 | $5.34M | 0.01% | +84,880+622.6% | Added |
| Rockefeller Capital Management L.P. | 97,961 | $5.31M | 0.02% | +1,232+1.3% | Added |
| Treasurer of the State of North Carolina | 94,478 | $5.12M | 0.02% | +26,304+38.6% | Added |
| Allianz Asset Management GmbH | 92,343 | $5.01M | 0.01% | +92,343 | New |
| Envestnet Asset Management Inc | 91,686 | $4.97M | 0.00% | +5,619+6.5% | Added |
| Cerity Partners LLC | 89,729 | $4.87M | 0.01% | −6,648−6.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 89,423 | $4.85M | 0.05% | −8,099−8.3% | Reduced |