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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 0 | $0 | 0.00% | −122,107−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −82,637−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −68,958−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −67,244−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −66,372−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −64,129−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −62,260−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −35,054−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −34,684−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −23,988−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,524−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −19,719−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,788−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −9,448−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,662−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −7,835−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,808−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,699−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −7,167−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −7,101−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −7,019−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,823−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −6,398−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,276−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −2,537−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −2,052−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,996−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −763−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Pingora Partners LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −17,793−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Ziegler Capital Management, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |
| Retirement Group, LLC | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |