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, Q3 2024
Institutional positions in H&R Block Inc as of Sep 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
- 544
- +51 vs. Q2 2024
- Shares held
- 124.6M
- +14.6M (+13.3%) vs. Q2 2024
- Total value
- $7.92B
- +$1.95B (+32.7%) vs. Q2 2024
- New holders
- 99
- 172 more added
- Sold out
- 48
- 174 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 18,932,445 | $1.20B | 0.07% | −1,996,584−9.5% | Reduced |
| BlackRock, Inc. | 16,176,903 | $1.03B | 0.02% | +16,176,903 | New |
| Vanguard Group Inc | 14,217,331 | $903.5M | 0.02% | −485,498−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 4,936,829 | $313.7M | 0.06% | +255,354+5.5% | Added |
| State Street Corp | 4,491,366 | $287.1M | 0.01% | −214,656−4.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,178,543 | $265.5M | 1.04% | +640,405+18.1% | Added |
| Boston Partners | 2,840,233 | $180.5M | 0.21% | −413,493−12.7% | Reduced |
| Geode Capital Management, LLC | 2,614,941 | $166.2M | 0.01% | −60,115−2.2% | Reduced |
| Wellington Management Group LLP | 2,335,711 | $148.4M | 0.03% | −1,031,492−30.6% | Reduced |
| Dimensional Fund Advisors LP | 2,305,109 | $146.5M | 0.04% | −179,308−7.2% | Reduced |
| Pacer Advisors, Inc. | 2,258,297 | $143.5M | 0.31% | −479,893−17.5% | Reduced |
| Morgan Stanley | 2,168,595 | $137.8M | 0.01% | +1,170,712+117.3% | Added |
| Northern Trust Corp | 2,153,627 | $136.9M | 0.02% | −61,616−2.8% | Reduced |
| AQR Capital Management LLC | 2,129,878 | $135.1M | 0.19% | −1,573−0.1% | Reduced |
| Lazard Asset Management LLC | 1,889,445 | $120.1M | 0.16% | −373,631−16.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,818,583 | $115.6M | 0.10% | +268,285+17.3% | Added |
| Bank of New York Mellon Corp | 1,636,818 | $104.0M | 0.02% | −111,277−6.4% | Reduced |
| LSV Asset Management | 1,525,151 | $96.9M | 0.21% | −50,340−3.2% | Reduced |
| Norges Bank | 1,340,346 | $85.2M | 0.01% | −330,455−19.8% | Reduced |
| Invesco Ltd. | 1,244,273 | $79.1M | 0.02% | +34,608+2.9% | Added |
| Royal Bank of Canada | 1,232,283 | $78.3M | 0.02% | −92,596−7.0% | Reduced |
| Qube Research & Technologies Ltd | 1,130,149 | $71.8M | 0.13% | +659,797+140.3% | Added |
| NewEdge Wealth, LLC | 982,496 | $62.4M | 1.13% | +24,907+2.6% | Added |
| Price T Rowe Associates Inc | 972,342 | $61.8M | 0.01% | +122,681+14.4% | Added |
| Goldman Sachs Group Inc | 952,811 | $60.6M | 0.01% | −548,845−36.5% | Reduced |
| Bank of America Corp | 793,429 | $50.4M | 0.00% | −76,344−8.8% | Reduced |
| Nuveen Asset Management, LLC | 786,854 | $50.1M | 0.01% | −51,834−6.2% | Reduced |
| Wedge Capital Management L L P | 777,264 | $49.4M | 0.85% | +732,359+1,630.9% | Added |
| Clark Capital Management Group, Inc. | 758,713 | $48.2M | 0.33% | +22,575+3.1% | Added |
| JPMorgan Chase & Co | 754,287 | $47.9M | 0.00% | +25,234+3.5% | Added |
| UBS Asset Management Americas Inc | 698,101 | $44.4M | 0.01% | +156,856+29.0% | Added |
| Truist Financial Corp | 656,701 | $41.7M | 0.07% | +631,629+2,519.3% | Added |
| Envestnet Asset Management Inc | 587,982 | $37.4M | 0.01% | +496,296+541.3% | Added |
| Renaissance Technologies LLC | 570,100 | $36.2M | 0.05% | +570,100 | New |
| California Public Employees Retirement System | 564,200 | $35.9M | 0.03% | −18,443−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 514,972 | $32.7M | 0.03% | −200,251−28.0% | Reduced |
| Blue Whale Capital LLP | 511,482 | $32.5M | 2.53% | −231,018−31.1% | Reduced |
| Victory Capital Management Inc | 499,541 | $31.7M | 0.03% | −97,999−16.4% | Reduced |
| Tudor Investment Corp Et Al | 476,239 | $30.3M | 0.33% | +476,239 | New |
| Prevatt Capital Ltd | 460,000 | $29.2M | 9.72% | 00.0% | Unchanged |
| First Trust Advisors LP | 429,134 | $27.3M | 0.03% | +177,549+70.6% | Added |
| Rhumbline Advisers | 410,311 | $26.1M | 0.02% | −12,943−3.1% | Reduced |
| SEI Investments Co | 337,654 | $21.5M | 0.03% | +27,087+8.7% | Added |
| Voya Investment Management LLC | 330,760 | $21.0M | 0.02% | −51,086−13.4% | Reduced |
| Retirement Systems of Alabama | 326,807 | $20.8M | 0.08% | −29,030−8.2% | Reduced |
| Principal Financial Group Inc | 323,552 | $20.6M | 0.01% | −141,382−30.4% | Reduced |
| Moran Wealth Management, LLC | 313,944 | $20.0M | 0.61% | −5,770−1.8% | Reduced |
| Bridgewater Associates, LP | 309,664 | $19.7M | 0.11% | +151,978+96.4% | Added |
| Millennium Management LLC | 290,515 | $18.5M | 0.02% | +201,689+227.1% | Added |
| Swedbank AB | 285,382 | $18.1M | 0.02% | +69,414+32.1% | Added |
| Legal & General Group Plc | 285,166 | $18.1M | 0.00% | −236−0.1% | Reduced |
| Storebrand Asset Management AS | 281,104 | $17.9M | 0.06% | −45,642−14.0% | Reduced |
| Swiss National Bank | 272,300 | $17.3M | 0.01% | −2,200−0.8% | Reduced |
| Alps Advisors Inc | 256,740 | $16.3M | 0.11% | +54,324+26.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 255,400 | $16.2M | 0.07% | −200−0.1% | Reduced |
| Franklin Resources Inc | 250,280 | $15.2M | 0.00% | +57,311+29.7% | Added |
| Robeco Institutional Asset Management B.V. | 230,012 | $14.6M | 0.03% | −13,635−5.6% | Reduced |
| Citadel Advisors LLC | 229,899 | $14.6M | 0.02% | −576,370−71.5% | Reduced |
| American Century Companies Inc | 226,217 | $14.4M | 0.01% | −50,141−18.1% | Reduced |
| Ameriprise Financial Inc | 224,817 | $14.3M | 0.00% | −6,738−2.9% | Reduced |
| Cambria Investment Management, L.P. | 223,331 | $14.2M | 0.85% | −3,559−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 217,792 | $13.8M | 0.02% | −245,019−52.9% | Reduced |
| Schroder Investment Management Group | 205,344 | $13.1M | 0.01% | −82,667−28.7% | Reduced |
| Alliancebernstein L.P. | 197,966 | $12.6M | 0.00% | −14,955−7.0% | Reduced |
| Financial Counselors Inc | 188,741 | $12.0M | 0.18% | −2,986−1.6% | Reduced |
| Great West Life Assurance Co | 187,273 | $11.9M | 0.02% | +581+0.3% | Added |
| Engineers Gate Manager LP | 186,902 | $11.9M | 0.23% | +135,597+264.3% | Added |
| Sound Income Strategies, LLC | 182,832 | $11.6M | 0.75% | −25,401−12.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,273 | $11.3M | 0.04% | +18,406+11.5% | Added |
| UBS Group AG | 173,191 | $11.0M | 0.00% | −89,863−34.2% | Reduced |
| New York State Teachers Retirement System | 172,541 | $11.0M | 0.02% | −4,787−2.7% | Reduced |
| State Board of Administration of Florida Retirement System | 168,323 | $10.7M | 0.02% | −15,590−8.5% | Reduced |
| Corebridge Financial, Inc. | 165,388 | $10.5M | 0.06% | −11,423−6.5% | Reduced |
| Royce & Associates LP | 164,556 | $10.5M | 0.10% | −10,000−5.7% | Reduced |
| Raymond James & Associates | 163,525 | $10.4M | 0.01% | +1,024+0.6% | Added |
| CI Private Wealth, LLC | 162,039 | $10.3M | 0.02% | −84,954−34.4% | Reduced |
| DekaBank Deutsche Girozentrale | 154,795 | $9.67M | 0.02% | +6,052+4.1% | Added |
| California State Teachers Retirement System | 132,709 | $8.43M | 0.01% | −4,237−3.1% | Reduced |
| Cerity Partners LLC | 132,663 | $8.43M | 0.02% | +42,934+47.8% | Added |
| Empowered Funds, LLC | 129,891 | $8.25M | 0.13% | +118,228+1,013.7% | Added |
| Teacher Retirement System of Texas | 125,998 | $8.01M | 0.04% | −49,089−28.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 119,394 | $7.59M | 0.01% | +91,604+329.6% | Added |
| Rodgers Brothers Inc. | 113,650 | $7.22M | 0.92% | −3,700−3.2% | Reduced |
| Manufacturers Life Insurance Company, The | 112,810 | $7.17M | 0.01% | −4,255−3.6% | Reduced |
| Nordea Investment Management AB | 111,915 | $7.14M | 0.01% | −4,477−3.8% | Reduced |
| Comerica Bank | 108,740 | $6.91M | 0.03% | +41,998+62.9% | Added |
| Tectonic Advisors LLC | 107,718 | $6.85M | 0.45% | +6,769+6.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 107,661 | $6.84M | 0.02% | +7,190+7.2% | Added |
| Treasurer of the State of North Carolina | 107,215 | $6.81M | 0.03% | +12,737+13.5% | Added |
| Wells Fargo & Company | 104,287 | $6.63M | 0.00% | −7,535−6.7% | Reduced |
| Winton Group Ltd | 104,271 | $6.63M | 0.46% | +104,271 | New |
| Allianz Asset Management GmbH | 104,082 | $6.61M | 0.01% | +11,739+12.7% | Added |
| Crossmark Global Holdings, Inc. | 103,795 | $6.60M | 0.12% | −12,734−10.9% | Reduced |
| Crawford Investment Counsel Inc | 99,676 | $6.33M | 0.11% | −1,101−1.1% | Reduced |
| Los Angeles Capital Management LLC | 97,308 | $6.18M | 0.02% | −74,293−43.3% | Reduced |
| State of Wisconsin Investment Board | 96,158 | $6.11M | 0.02% | −2,355−2.4% | Reduced |
| Point72 Hong Kong Ltd | 95,425 | $6.06M | 0.44% | +95,425 | New |
| Segall Bryant & Hamill, LLC | 95,126 | $6.05M | 0.08% | +95,126 | New |
| New York State Common Retirement Fund | 94,279 | $5.99M | 0.01% | −20,600−17.9% | Reduced |
| Barclays PLC | 93,300 | $5.93M | 0.00% | +7,238+8.4% | Added |