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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 88,826 | $4.82M | 0.00% | +69,847+368.0% | Added |
| Amalgamated Bank | 87,661 | $4.75M | 0.04% | −11,801−11.9% | Reduced |
| Thrivent Financial for Lutherans | 87,618 | $4.75M | 0.01% | +52,654+150.6% | Added |
| Barclays PLC | 86,062 | $4.67M | 0.00% | −92,225−51.7% | Reduced |
| Alberta Investment Management Corp | 85,300 | $4.63M | 0.05% | +28,500+50.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 83,985 | $4.55M | 0.23% | −4,038−4.6% | Reduced |
| Brandywine Global Investment Management, LLC | 82,369 | $4.47M | 0.03% | +41,443+101.3% | Added |
| Mutual of America Capital Management LLC | 79,888 | $4.33M | 0.05% | −3,247−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 77,291 | $4.14M | 0.02% | +18,481+31.4% | Added |
| LPL Financial LLC | 76,252 | $4.14M | 0.00% | −3,465−4.3% | Reduced |
| MetLife Investment Management | 74,715 | $4.05M | 0.02% | −5,854−7.3% | Reduced |
| Ensign Peak Advisors, Inc | 71,767 | $3.89M | 0.01% | +25,225+54.2% | Added |
| PGGM Investments | 69,076 | $3.75M | 0.05% | +1,005+1.5% | Added |
| Comerica Bank | 66,742 | $3.62M | 0.02% | −5,684−7.8% | Reduced |
| Stifel Financial Corp | 63,981 | $3.47M | 0.00% | +1,332+2.1% | Added |
| Public Employees Retirement System of Ohio | 62,364 | $3.38M | 0.01% | +702+1.1% | Added |
| Round Hill Asset Management | 62,228 | $3.37M | 2.15% | −1,071−1.7% | Reduced |
| Jane Street Group, LLC | 61,915 | $3.36M | 0.00% | −18,929−23.4% | Reduced |
| Janus Henderson Group PLC | 61,647 | $3.34M | 0.00% | −32,623−34.6% | Reduced |
| Alaska Permanent Fund Corp | 56,639 | $3.28M | 0.05% | −5,450−8.8% | Reduced |
| Yousif Capital Management, LLC | 59,946 | $3.25M | 0.04% | −5,745−8.7% | Reduced |
| Burney Co | 57,327 | $3.11M | 0.12% | +349+0.6% | Added |
| SG Americas Securities, LLC | 54,248 | $2.94M | 0.02% | +54,248 | New |
| Rings Capital Management LLC | 53,000 | $2.87M | 1.50% | 00.0% | Unchanged |
| Monument Capital Management | 52,139 | $2.83M | 0.83% | +1,546+3.1% | Added |
| Advisor Group Holdings, Inc. | 51,908 | $2.82M | 0.01% | −749−1.4% | Reduced |
| Engineers Gate Manager LP | 51,305 | $2.78M | 0.06% | +21,914+74.6% | Added |
| State of New Jersey Common Pension Fund D | 51,091 | $2.77M | 0.01% | −30,431−37.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,998 | $2.77M | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 51,000 | $2.77M | 0.01% | +6,000+13.3% | Added |
| Auxier Asset Management | 49,530 | $2.69M | 0.43% | −25−0.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 48,800 | $2.65M | 0.01% | −9,200−15.9% | Reduced |
| Agf Management Ltd | 48,045 | $2.61M | 0.01% | +1,398+3.0% | Added |
| Tealwood Asset Management Inc | 47,375 | $2.57M | 1.55% | −228−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 46,939 | $2.55M | 0.22% | +28,349+152.5% | Added |
| Commerce Bank | 46,566 | $2.53M | 0.02% | −169−0.4% | Reduced |
| Creative Planning | 46,185 | $2.50M | 0.00% | −2,346−4.8% | Reduced |
| Optimist Retirement Group LLC | 45,436 | $2.46M | 1.29% | −4,593−9.2% | Reduced |
| State of Alaska, Department of Revenue | 45,138 | $2.45M | 0.03% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 44,905 | $2.44M | 0.04% | −4,555−9.2% | Reduced |
| TrimTabs Asset Management, LLC | 44,049 | $2.39M | 0.59% | +11,814+36.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,519 | $2.36M | 0.01% | −286−0.7% | Reduced |
| Human Investing LLC | 42,944 | $2.33M | 0.45% | −1,607−3.6% | Reduced |
| Kendall Capital Management | 42,290 | $2.29M | 0.76% | +11,285+36.4% | Added |
| Mariner, LLC | 41,240 | $2.24M | 0.00% | −3,995−8.8% | Reduced |
| Quantinno Capital Management LP | 41,129 | $2.23M | 0.04% | +22,367+119.2% | Added |
| Macquarie Group Ltd | 41,063 | $2.23M | 0.00% | +663+1.6% | Added |
| Jacobs Levy Equity Management, Inc | 40,796 | $2.21M | 0.01% | +40,796 | New |
| Citigroup Inc | 40,079 | $2.17M | 0.00% | +4,432+12.4% | Added |
| Louisiana State Employees Retirement System | 39,500 | $2.14M | 0.04% | −700−1.7% | Reduced |
| Caxton Associates LP | 39,497 | $2.14M | 0.08% | +29,117+280.5% | Added |
| Arizona State Retirement System | 39,060 | $2.12M | 0.01% | −496−1.3% | Reduced |
| Ritholtz Wealth Management | 38,575 | $2.09M | 0.07% | −2,566−6.2% | Reduced |
| M&T Bank Corp | 38,026 | $2.06M | 0.01% | −764−2.0% | Reduced |
| Cunning Capital Partners, LP | 37,575 | $2.04M | 1.16% | 00.0% | Unchanged |
| State of Michigan Retirement System | 33,568 | $1.82M | 0.01% | −700−2.0% | Reduced |
| Squarepoint Ops LLC | 33,550 | $1.82M | 0.01% | −803,659−96.0% | Reduced |
| Two Sigma Investments, LP | 33,013 | $1.79M | 0.00% | +27,513+500.2% | Added |
| Illinois Municipal Retirement Fund | 32,428 | $1.76M | 0.03% | +9,684+42.6% | Added |
| Glenmede Trust Co NA | 31,355 | $1.70M | 0.01% | −55,321−63.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 31,142 | $1.69M | 0.04% | +23+0.1% | Added |
| New Mexico Educational Retirement Board | 31,100 | $1.69M | 0.06% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,926 | $1.68M | 0.01% | +63+0.2% | Added |
| Linden Thomas Advisory Services, LLC | 30,813 | $1.67M | 0.26% | −73−0.2% | Reduced |
| Cetera Investment Advisers | 30,315 | $1.64M | 0.00% | −7,058−18.9% | Reduced |
| Prudential Financial Inc | 29,736 | $1.61M | 0.00% | −22,566−43.1% | Reduced |
| Ameritas Investment Partners, Inc. | 29,678 | $1.61M | 0.06% | −1,089−3.5% | Reduced |
| Convergence Investment Partners, LLC | 29,550 | $1.60M | 0.47% | +22+0.1% | Added |
| GWM Advisors LLC | 29,220 | $1.58M | 0.01% | +17,818+156.3% | Added |
| Ontario Teachers Pension Plan Board | 29,097 | $1.58M | 0.02% | −3,452−10.6% | Reduced |
| Oregon Public Employees Retirement Fund | 29,024 | $1.57M | 0.03% | −5,400−15.7% | Reduced |
| Handelsbanken Fonder AB | 28,700 | $1.56M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 27,790 | $1.51M | 0.00% | +941+3.5% | Added |
| Argyle Capital Management Inc. | 27,300 | $1.48M | 0.61% | 00.0% | Unchanged |
| Intech Investment Management LLC | 26,776 | $1.45M | 0.02% | −277−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 26,680 | $1.45M | 0.00% | +8,671+48.1% | Added |
| Guggenheim Capital LLC | 25,585 | $1.39M | 0.01% | −782−3.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 21,664 | $1.37M | 0.04% | +7,110+48.9% | Added |
| Kestra Advisory Services, LLC | 25,209 | $1.37M | 0.01% | +642+2.6% | Added |
| Truist Financial Corp | 25,072 | $1.36M | 0.00% | +18,148+262.1% | Added |
| Bank of Montreal | 24,467 | $1.33M | 0.00% | +251+1.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $1.32M | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 24,348 | $1.31M | 0.00% | +1,472+6.4% | Added |
| Measured Wealth Private Client Group, LLC | 23,864 | $1.29M | 0.45% | +4,469+23.0% | Added |
| Advisory Research Inc | 23,714 | $1.29M | 0.24% | +1,560+7.0% | Added |
| Natixis Advisors, L.P. | 23,689 | $1.28M | 0.00% | +738+3.2% | Added |
| Pathstone Holdings, LLC | 23,534 | $1.28M | 0.01% | +1,584+7.2% | Added |
| Huber Capital Management LLC | 23,200 | $1.26M | 0.29% | −118−0.5% | Reduced |
| Quent Capital, LLC | 23,056 | $1.25M | 0.14% | +10.0% | Added |
| Susquehanna Fundamental Investments, LLC | 22,200 | $1.20M | 0.03% | +22,200 | New |
| F/M Investments LLC | 22,056 | $1.19M | 0.04% | +22,056 | New |
| QRG Capital Management, Inc. | 21,874 | $1.19M | 0.01% | −9,493−30.3% | Reduced |
| Savant Capital, LLC | 21,871 | $1.19M | 0.01% | +21,871 | New |
| Seven Eight Capital, LP | 21,510 | $1.17M | 0.12% | −15,660−42.1% | Reduced |
| Ceera Investments, LLC | 21,314 | $1.16M | 0.49% | −435−2.0% | Reduced |
| US Bancorp | 21,049 | $1.14M | 0.00% | +185+0.9% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.14M | 0.31% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 21,000 | $1.14M | 0.40% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 20,755 | $1.13M | 0.13% | −8,919−30.1% | Reduced |
| Wealthfront Advisers LLC | 19,950 | $1.08M | 0.00% | −848−4.1% | Reduced |