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 |
|---|---|---|---|---|---|
| Chase Investment Counsel Corp | 21,000 | $1.14M | 0.40% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.14M | 0.31% | 00.0% | Unchanged |
| US Bancorp | 21,049 | $1.14M | 0.00% | +185+0.9% | Added |
| Ceera Investments, LLC | 21,314 | $1.16M | 0.49% | −435−2.0% | Reduced |
| Seven Eight Capital, LP | 21,510 | $1.17M | 0.12% | −15,660−42.1% | Reduced |
| Savant Capital, LLC | 21,871 | $1.19M | 0.01% | +21,871 | New |
| QRG Capital Management, Inc. | 21,874 | $1.19M | 0.01% | −9,493−30.3% | Reduced |
| F/M Investments LLC | 22,056 | $1.19M | 0.04% | +22,056 | New |
| Susquehanna Fundamental Investments, LLC | 22,200 | $1.20M | 0.03% | +22,200 | New |
| Quent Capital, LLC | 23,056 | $1.25M | 0.14% | +10.0% | Added |
| Huber Capital Management LLC | 23,200 | $1.26M | 0.29% | −118−0.5% | Reduced |
| Pathstone Holdings, LLC | 23,534 | $1.28M | 0.01% | +1,584+7.2% | Added |
| Natixis Advisors, L.P. | 23,689 | $1.28M | 0.00% | +738+3.2% | Added |
| Advisory Research Inc | 23,714 | $1.29M | 0.24% | +1,560+7.0% | Added |
| Measured Wealth Private Client Group, LLC | 23,864 | $1.29M | 0.45% | +4,469+23.0% | Added |
| HSBC Holdings PLC | 24,348 | $1.31M | 0.00% | +1,472+6.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $1.32M | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 24,467 | $1.33M | 0.00% | +251+1.0% | Added |
| Truist Financial Corp | 25,072 | $1.36M | 0.00% | +18,148+262.1% | Added |
| Kestra Advisory Services, LLC | 25,209 | $1.37M | 0.01% | +642+2.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 21,664 | $1.37M | 0.04% | +7,110+48.9% | Added |
| Guggenheim Capital LLC | 25,585 | $1.39M | 0.01% | −782−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 26,680 | $1.45M | 0.00% | +8,671+48.1% | Added |
| Intech Investment Management LLC | 26,776 | $1.45M | 0.02% | −277−1.0% | Reduced |
| Argyle Capital Management Inc. | 27,300 | $1.48M | 0.61% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 27,790 | $1.51M | 0.00% | +941+3.5% | Added |
| Handelsbanken Fonder AB | 28,700 | $1.56M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 29,024 | $1.57M | 0.03% | −5,400−15.7% | Reduced |
| Ontario Teachers Pension Plan Board | 29,097 | $1.58M | 0.02% | −3,452−10.6% | Reduced |
| GWM Advisors LLC | 29,220 | $1.58M | 0.01% | +17,818+156.3% | Added |
| Convergence Investment Partners, LLC | 29,550 | $1.60M | 0.47% | +22+0.1% | Added |
| Ameritas Investment Partners, Inc. | 29,678 | $1.61M | 0.06% | −1,089−3.5% | Reduced |
| Prudential Financial Inc | 29,736 | $1.61M | 0.00% | −22,566−43.1% | Reduced |
| Cetera Investment Advisers | 30,315 | $1.64M | 0.00% | −7,058−18.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,813 | $1.67M | 0.26% | −73−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,926 | $1.68M | 0.01% | +63+0.2% | Added |
| New Mexico Educational Retirement Board | 31,100 | $1.69M | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 31,142 | $1.69M | 0.04% | +23+0.1% | Added |
| Glenmede Trust Co NA | 31,355 | $1.70M | 0.01% | −55,321−63.8% | Reduced |
| Illinois Municipal Retirement Fund | 32,428 | $1.76M | 0.03% | +9,684+42.6% | Added |
| Two Sigma Investments, LP | 33,013 | $1.79M | 0.00% | +27,513+500.2% | Added |
| Squarepoint Ops LLC | 33,550 | $1.82M | 0.01% | −803,659−96.0% | Reduced |
| State of Michigan Retirement System | 33,568 | $1.82M | 0.01% | −700−2.0% | Reduced |
| Cunning Capital Partners, LP | 37,575 | $2.04M | 1.16% | 00.0% | Unchanged |
| M&T Bank Corp | 38,026 | $2.06M | 0.01% | −764−2.0% | Reduced |
| Ritholtz Wealth Management | 38,575 | $2.09M | 0.07% | −2,566−6.2% | Reduced |
| Arizona State Retirement System | 39,060 | $2.12M | 0.01% | −496−1.3% | Reduced |
| Caxton Associates LP | 39,497 | $2.14M | 0.08% | +29,117+280.5% | Added |
| Louisiana State Employees Retirement System | 39,500 | $2.14M | 0.04% | −700−1.7% | Reduced |
| Citigroup Inc | 40,079 | $2.17M | 0.00% | +4,432+12.4% | Added |
| Jacobs Levy Equity Management, Inc | 40,796 | $2.21M | 0.01% | +40,796 | New |
| Macquarie Group Ltd | 41,063 | $2.23M | 0.00% | +663+1.6% | Added |
| Quantinno Capital Management LP | 41,129 | $2.23M | 0.04% | +22,367+119.2% | Added |
| Mariner, LLC | 41,240 | $2.24M | 0.00% | −3,995−8.8% | Reduced |
| Kendall Capital Management | 42,290 | $2.29M | 0.76% | +11,285+36.4% | Added |
| Human Investing LLC | 42,944 | $2.33M | 0.45% | −1,607−3.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,519 | $2.36M | 0.01% | −286−0.7% | Reduced |
| TrimTabs Asset Management, LLC | 44,049 | $2.39M | 0.59% | +11,814+36.6% | Added |
| Wedge Capital Management L L P | 44,905 | $2.44M | 0.04% | −4,555−9.2% | Reduced |
| State of Alaska, Department of Revenue | 45,138 | $2.45M | 0.03% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 45,436 | $2.46M | 1.29% | −4,593−9.2% | Reduced |
| Creative Planning | 46,185 | $2.50M | 0.00% | −2,346−4.8% | Reduced |
| Commerce Bank | 46,566 | $2.53M | 0.02% | −169−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 46,939 | $2.55M | 0.22% | +28,349+152.5% | Added |
| Tealwood Asset Management Inc | 47,375 | $2.57M | 1.55% | −228−0.5% | Reduced |
| Agf Management Ltd | 48,045 | $2.61M | 0.01% | +1,398+3.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 48,800 | $2.65M | 0.01% | −9,200−15.9% | Reduced |
| Auxier Asset Management | 49,530 | $2.69M | 0.43% | −25−0.1% | Reduced |
| State of Tennessee, Treasury Department | 51,000 | $2.77M | 0.01% | +6,000+13.3% | Added |
| Teachers Retirement System of the State of Kentucky | 50,998 | $2.77M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 51,091 | $2.77M | 0.01% | −30,431−37.3% | Reduced |
| Engineers Gate Manager LP | 51,305 | $2.78M | 0.06% | +21,914+74.6% | Added |
| Advisor Group Holdings, Inc. | 51,908 | $2.82M | 0.01% | −749−1.4% | Reduced |
| Monument Capital Management | 52,139 | $2.83M | 0.83% | +1,546+3.1% | Added |
| Rings Capital Management LLC | 53,000 | $2.87M | 1.50% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 54,248 | $2.94M | 0.02% | +54,248 | New |
| Burney Co | 57,327 | $3.11M | 0.12% | +349+0.6% | Added |
| Yousif Capital Management, LLC | 59,946 | $3.25M | 0.04% | −5,745−8.7% | Reduced |
| Alaska Permanent Fund Corp | 56,639 | $3.28M | 0.05% | −5,450−8.8% | Reduced |
| Janus Henderson Group PLC | 61,647 | $3.34M | 0.00% | −32,623−34.6% | Reduced |
| Jane Street Group, LLC | 61,915 | $3.36M | 0.00% | −18,929−23.4% | Reduced |
| Round Hill Asset Management | 62,228 | $3.37M | 2.15% | −1,071−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 62,364 | $3.38M | 0.01% | +702+1.1% | Added |
| Stifel Financial Corp | 63,981 | $3.47M | 0.00% | +1,332+2.1% | Added |
| Comerica Bank | 66,742 | $3.62M | 0.02% | −5,684−7.8% | Reduced |
| PGGM Investments | 69,076 | $3.75M | 0.05% | +1,005+1.5% | Added |
| Ensign Peak Advisors, Inc | 71,767 | $3.89M | 0.01% | +25,225+54.2% | Added |
| MetLife Investment Management | 74,715 | $4.05M | 0.02% | −5,854−7.3% | Reduced |
| LPL Financial LLC | 76,252 | $4.14M | 0.00% | −3,465−4.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 77,291 | $4.14M | 0.02% | +18,481+31.4% | Added |
| Mutual of America Capital Management LLC | 79,888 | $4.33M | 0.05% | −3,247−3.9% | Reduced |
| Brandywine Global Investment Management, LLC | 82,369 | $4.47M | 0.03% | +41,443+101.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 83,985 | $4.55M | 0.23% | −4,038−4.6% | Reduced |
| Alberta Investment Management Corp | 85,300 | $4.63M | 0.05% | +28,500+50.2% | Added |
| Barclays PLC | 86,062 | $4.67M | 0.00% | −92,225−51.7% | Reduced |
| Thrivent Financial for Lutherans | 87,618 | $4.75M | 0.01% | +52,654+150.6% | Added |
| Amalgamated Bank | 87,661 | $4.75M | 0.04% | −11,801−11.9% | Reduced |
| Millennium Management LLC | 88,826 | $4.82M | 0.00% | +69,847+368.0% | Added |
| O'Shaughnessy Asset Management, LLC | 89,423 | $4.85M | 0.05% | −8,099−8.3% | Reduced |
| Cerity Partners LLC | 89,729 | $4.87M | 0.01% | −6,648−6.9% | Reduced |