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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 91,686 | $4.97M | 0.00% | +5,619+6.5% | Added |
| Allianz Asset Management GmbH | 92,343 | $5.01M | 0.01% | +92,343 | New |
| Treasurer of the State of North Carolina | 94,478 | $5.12M | 0.02% | +26,304+38.6% | Added |
| Rockefeller Capital Management L.P. | 97,961 | $5.31M | 0.02% | +1,232+1.3% | Added |
| State of Wisconsin Investment Board | 98,513 | $5.34M | 0.01% | +84,880+622.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 100,471 | $5.45M | 0.01% | +32,378+47.5% | Added |
| South Dakota Investment Council | 100,778 | $5.46M | 0.11% | −114,224−53.1% | Reduced |
| Crawford Investment Counsel Inc | 100,777 | $5.47M | 0.10% | −8,552−7.8% | Reduced |
| Tectonic Advisors LLC | 100,949 | $5.47M | 0.40% | +3,852+4.0% | Added |
| Redwood Investment Management, LLC | 110,658 | $6.01M | 0.52% | −31,457−22.1% | Reduced |
| Wells Fargo & Company | 111,822 | $6.06M | 0.00% | +6,083+5.8% | Added |
| New York State Common Retirement Fund | 114,879 | $6.23M | 0.01% | −1,966−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 116,529 | $6.32M | 0.12% | +5,069+4.5% | Added |
| Nordea Investment Management AB | 116,392 | $6.32M | 0.01% | +21,355+22.5% | Added |
| Manufacturers Life Insurance Company, The | 117,065 | $6.35M | 0.01% | −2,054−1.7% | Reduced |
| Rodgers Brothers Inc. | 117,350 | $6.36M | 0.86% | −37,250−24.1% | Reduced |
| HRT Financial LP | 127,437 | $6.91M | 0.04% | +127,437 | New |
| Canada Pension Plan Investment Board | 127,600 | $6.92M | 0.01% | +26,500+26.2% | Added |
| Deutsche Bank AG | 128,129 | $6.95M | 0.00% | +82,661+181.8% | Added |
| Prudential PLC | 136,917 | $7.43M | 0.05% | +113,233+478.1% | Added |
| California State Teachers Retirement System | 136,946 | $7.43M | 0.01% | −7,980−5.5% | Reduced |
| Trexquant Investment LP | 141,274 | $7.66M | 0.12% | +51,177+56.8% | Added |
| DekaBank Deutsche Girozentrale | 148,743 | $7.91M | 0.01% | −6,052−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 147,280 | $8.03M | 0.05% | +8,791+6.3% | Added |
| Bridgewater Associates, LP | 157,686 | $8.55M | 0.04% | −188,021−54.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 159,867 | $8.67M | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 161,355 | $8.75M | 0.01% | +38,017+30.8% | Added |
| Raymond James & Associates | 162,501 | $8.81M | 0.01% | +12,217+8.1% | Added |
| Los Angeles Capital Management LLC | 171,601 | $9.31M | 0.03% | +2,581+1.5% | Added |
| Royce & Associates LP | 174,556 | $9.47M | 0.09% | −16,064−8.4% | Reduced |
| Teacher Retirement System of Texas | 175,087 | $9.49M | 0.05% | +128,676+277.3% | Added |
| Corebridge Financial, Inc. | 176,811 | $9.59M | 0.05% | +176,811 | New |
| New York State Teachers Retirement System | 177,328 | $9.62M | 0.02% | −6,674−3.6% | Reduced |
| State Board of Administration of Florida Retirement System | 183,913 | $9.97M | 0.02% | −8,850−4.6% | Reduced |
| Great West Life Assurance Co | 186,692 | $10.1M | 0.02% | +26,845+16.8% | Added |
| Ibex Wealth Advisors | 188,637 | $10.2M | 1.60% | −46,471−19.8% | Reduced |
| Financial Counselors Inc | 191,727 | $10.4M | 0.17% | −2,443−1.3% | Reduced |
| Franklin Resources Inc | 192,969 | $10.5M | 0.00% | −25,532−11.7% | Reduced |
| Alps Advisors Inc | 202,416 | $11.0M | 0.08% | +23,112+12.9% | Added |
| Sound Income Strategies, LLC | 208,233 | $11.3M | 0.71% | −64,362−23.6% | Reduced |
| Alliancebernstein L.P. | 212,921 | $11.5M | 0.00% | −18,965−8.2% | Reduced |
| Swedbank AB | 215,968 | $11.7M | 0.02% | +507+0.2% | Added |
| Cambria Investment Management, L.P. | 226,890 | $12.3M | 0.75% | +226,890 | New |
| Ameriprise Financial Inc | 231,555 | $12.6M | 0.00% | +46,492+25.1% | Added |
| Robeco Institutional Asset Management B.V. | 243,647 | $13.2M | 0.03% | −304,549−55.6% | Reduced |
| CI Private Wealth, LLC | 246,993 | $13.4M | 0.02% | +91,242+58.6% | Added |
| First Trust Advisors LP | 251,585 | $13.6M | 0.01% | −5,250−2.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 255,600 | $13.9M | 0.07% | +800+0.3% | Added |
| UBS Group AG | 263,054 | $14.3M | 0.00% | +21,750+9.0% | Added |
| Swiss National Bank | 274,500 | $14.9M | 0.01% | −9,800−3.4% | Reduced |
| American Century Companies Inc | 276,358 | $15.0M | 0.01% | +148,790+116.6% | Added |
| Legal & General Group Plc | 285,402 | $15.5M | 0.00% | +37,317+15.0% | Added |
| Schroder Investment Management Group | 288,011 | $15.6M | 0.02% | −7,090−2.4% | Reduced |
| SEI Investments Co | 310,567 | $16.8M | 0.02% | +3,553+1.2% | Added |
| Moran Wealth Management, LLC | 319,714 | $17.3M | 0.57% | +319,714 | New |
| Storebrand Asset Management AS | 326,746 | $17.7M | 0.06% | +3,492+1.1% | Added |
| Retirement Systems of Alabama | 355,837 | $19.3M | 0.07% | −2,989−0.8% | Reduced |
| Voya Investment Management LLC | 381,846 | $20.7M | 0.02% | +124,809+48.6% | Added |
| Rhumbline Advisers | 423,254 | $23.0M | 0.02% | −25,537−5.7% | Reduced |
| Prevatt Capital Ltd | 460,000 | $24.9M | 7.86% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 462,811 | $25.1M | 0.04% | −158,403−25.5% | Reduced |
| Principal Financial Group Inc | 464,934 | $25.2M | 0.01% | −62,441−11.8% | Reduced |
| Qube Research & Technologies Ltd | 470,352 | $25.5M | 0.05% | +466,706+12,800.5% | Added |
| UBS Asset Management Americas Inc | 541,245 | $29.4M | 0.01% | +209,608+63.2% | Added |
| California Public Employees Retirement System | 582,643 | $31.6M | 0.02% | −12,087−2.0% | Reduced |
| Victory Capital Management Inc | 597,540 | $32.4M | 0.03% | −60,966−9.3% | Reduced |
| Voloridge Investment Management, LLC | 657,571 | $35.7M | 0.13% | −211,638−24.3% | Reduced |
| BNP Paribas Arbitrage, SA | 715,223 | $38.8M | 0.04% | −102,398−12.5% | Reduced |
| JPMorgan Chase & Co | 729,053 | $39.5M | 0.00% | +59,797+8.9% | Added |
| Clark Capital Management Group, Inc. | 736,138 | $39.9M | 0.29% | +16,767+2.3% | Added |
| Blue Whale Capital LLP | 742,500 | $40.3M | 3.84% | +92,500+14.2% | Added |
| Citadel Advisors LLC | 806,269 | $43.7M | 0.04% | −700,768−46.5% | Reduced |
| Nuveen Asset Management, LLC | 838,688 | $45.5M | 0.01% | −19,806−2.3% | Reduced |
| Price T Rowe Associates Inc | 849,661 | $46.1M | 0.01% | +269,434+46.4% | Added |
| Bank of America Corp | 869,773 | $47.2M | 0.00% | −32,031−3.6% | Reduced |
| NewEdge Wealth, LLC | 957,589 | $51.9M | 1.12% | +13,245+1.4% | Added |
| Morgan Stanley | 997,883 | $54.1M | 0.00% | −126,217−11.2% | Reduced |
| Invesco Ltd. | 1,209,665 | $65.6M | 0.01% | +117,339+10.7% | Added |
| Royal Bank of Canada | 1,324,879 | $71.8M | 0.02% | +39,848+3.1% | Added |
| Goldman Sachs Group Inc | 1,501,656 | $81.4M | 0.02% | +724,736+93.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,550,298 | $84.1M | 0.07% | −256,604−14.2% | Reduced |
| LSV Asset Management | 1,575,491 | $85.4M | 0.19% | −40,870−2.5% | Reduced |
| Norges Bank | 1,670,801 | $90.6M | 0.01% | −44,337−2.6% | Reduced |
| Bank of New York Mellon Corp | 1,748,095 | $94.8M | 0.02% | −14,324−0.8% | Reduced |
| AQR Capital Management LLC | 2,131,451 | $115.4M | 0.18% | +606,250+39.7% | Added |
| Northern Trust Corp | 2,215,243 | $120.1M | 0.02% | +211,786+10.6% | Added |
| Lazard Asset Management LLC | 2,263,076 | $122.7M | 0.15% | −2,636,363−53.8% | Reduced |
| Dimensional Fund Advisors LP | 2,484,417 | $134.7M | 0.04% | +23,792+1.0% | Added |
| Geode Capital Management, LLC | 2,675,056 | $145.4M | 0.01% | +57,205+2.2% | Added |
| Pacer Advisors, Inc. | 2,738,190 | $148.5M | 0.34% | +939,270+52.2% | Added |
| Boston Partners | 3,253,726 | $176.4M | 0.22% | −17,193−0.5% | Reduced |
| Wellington Management Group LLP | 3,367,203 | $182.6M | 0.03% | −6,509−0.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,538,138 | $191.9M | 0.82% | +382,010+12.1% | Added |
| Charles Schwab Investment Management Inc | 4,681,475 | $253.9M | 0.05% | +26,073+0.6% | Added |
| State Street Corp | 4,706,022 | $256.8M | 0.01% | −790,622−14.4% | Reduced |
| Vanguard Group Inc | 14,702,829 | $797.3M | 0.02% | +461,113+3.2% | Added |
| BlackRock Inc. | 16,299,068 | $883.9M | 0.02% | −332,106−2.0% | Reduced |
| FMR LLC | 20,929,029 | $1.13B | 0.07% | +137,805+0.7% | Added |
| American International Group, Inc. | 0 | $0 | 0.00% | −185,503−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −163,878−100.0% | Sold out |