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H&R Block Inc

HRB
Exchange
NYSE
Industry
Services-Personal Services
SEC CIK
0000012659

In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 544 institutions reported holding it in 13F filings for Q2 2026, worth $4.87B in total; no superinvestor holds it.

Q3 2024 vs. Q2 2024

How the institutions holding H&R Block Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of HRB: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders4985544+51
Shares126.3M16.3M124.6M+14.6M (+13.3%)
Value$6.85B$885.6M$7.92B+$1.95B (+32.7%)

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (99)

Institutions that held H&R Block Inc at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to HRB in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.16,176,903$1.03B0.02%
Renaissance Technologies LLC570,100$36.2M0.05%
Tudor Investment Corp Et Al476,239$30.3M0.33%
Winton Group Ltd104,271$6.63M0.46%
Point72 Hong Kong Ltd95,425$6.06M0.44%
Segall Bryant & Hamill, LLC95,126$6.05M0.08%
PEAK6 Investments LLC88,097$5.60M0.28%
Caisse de Depot Et Placement du Quebec82,600$5.25M0.01%
Janney Montgomery Scott LLC66,125$4.20M0.01%
EAM Investors, LLC63,595$4.04M0.60%
Teza Capital Management LLC42,774$2.72M0.30%
Acadian Asset Management LLC42,622$2.71M0.01%
Capital Fund Management S.A.40,031$2.54M0.03%
Zacks Investment Management32,904$2.09M0.02%
Dynamic Technology Lab Private Ltd30,343$1.93M0.20%
Point72 Asset Management, L.P.28,652$1.82M0.01%
STRS Ohio26,363$1.68M0.01%
LGT Group Foundation24,859$1.56M0.03%
Sterling Capital Management LLC23,112$1.47M0.02%
Nebula Research & Development LLC21,956$1.40M0.17%
Asset Management One Co.,Ltd.19,519$1.24M0.00%
Gsa Capital Partners LLP18,230$1.16M0.09%
Maverick Capital LtdSuperinvestorMaverick Capital18,051$1.15M0.02%
Employees Retirement System of Texas17,406$1.11M0.01%
Hancock Whitney Corp15,662$995.3K0.03%
Quantedge Capital Pte Ltd13,000$826.1K0.25%
Affinity Wealth Management LLC12,691$806.5K0.14%
Point72 (DIFC) Ltd11,617$738.3K0.06%
IMC-Chicago, LLC11,589$736.5K0.02%
CWA Asset Management Group, LLC11,507$731.3K0.04%
Inceptionr LLC10,627$675.3K0.16%
Qsemble Capital Management, LP9,289$590.3K0.11%
Ieq Capital, LLC8,947$568.6K0.01%
Patriot Financial Group Insurance Agency, LLC8,927$567.3K0.08%
Credit Agricole S A8,606$546.9K0.00%
CWC Advisors, LLC.7,963$506.0K0.50%
Baader Bank INC7,295$463.6K0.04%
Oppenheimer & Co Inc7,250$460.7K0.01%
Colony Group, LLC7,067$449.1K0.00%
Spears Abacus Advisors LLC6,895$438.2K0.01%
Shell Asset Management Co6,456$410.0K0.02%
WBI Investments6,344$403.2K0.10%
nVerses Capital, LLC6,200$394.0K0.18%
Hilltop Holdings Inc.6,177$392.5K0.03%
International Assets Investment Management, LLC24,785$390.0K0.00%
Wiley Bros.-Aintree Capital, LLC5,997$381.1K0.01%
Lindenwold Advisors5,523$351.0K0.18%
Prosperity Consulting Group, LLC5,491$348.9K0.03%
Silver Coast Investments LLC4,576$290.8K0.11%
AlphaStar Capital Management, LLC3,945$250.7K0.02%
Strategy Asset Managers LLC3,864$245.6K0.05%
Hyperion Capital Advisors LP3,800$241.5K0.11%
Valeo Financial Advisors, LLC3,634$230.9K0.01%
Colonial River Wealth Management, LLC3,592$228.3K0.11%
Axxcess Wealth Management, LLC3,572$227.0K0.01%
Prossimo Advisors, LLC3,550$226.0K0.17%
Taylor Hoffman Capital Management LLC3,772$225.3K0.09%
Venture Visionary Partners LLC3,500$222.4K0.01%
Meiji Yasuda Asset Management Co Ltd.3,435$218.3K0.01%
Applied Finance Capital Management, LLC3,380$214.8K0.01%
HighPoint Advisor Group LLC3,571$212.7K0.01%
Forum Financial Management, LP3,271$207.9K0.00%
Rafferty Asset Management, LLC3,218$204.5K0.00%
Dark Forest Capital Management LP3,217$204.4K0.03%
Paloma Partners Management Co3,212$204.1K0.01%
Trustmark National Bank Trust Department3,201$203.4K0.02%
Kaizen Financial Strategies3,199$203.3K0.12%
Lido Advisors, LLC3,197$203.2K0.00%
Evergreen Capital Management LLC3,175$202.8K0.01%
Marex Group plc3,182$202.2K0.00%
Pensionmark Financial Group, LLC3,165$201.1K0.01%
Bryn Mawr Trust Co2,661$169.1K0.00%
Capital Performance Advisors LLP1,898$120.6K0.04%
Danske Bank A/S1,500$95.3K0.00%
Sage Rock Capital Management LP1,100$69.9K0.31%
GeoWealth Management, LLC862$54.8K0.00%
Friedenthal Financial773$49.1K0.03%
Harbor Capital Advisors, Inc.637$40.0K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.549$34.9K0.01%
Darwin Advisors, LLC539$34.3K0.01%
Eastern Bank400$25.4K0.00%
Skopos Labs, Inc.294$18.7K0.01%
FSA Wealth Management LLC167$10.6K0.00%
Legacy Investment Solutions, LLC158$9.38K0.01%
Legacy Wealth Managment, LLC158$9.38K0.01%
Motco145$9.21K0.00%
Hollencrest Capital Management111$7.05K0.00%
Reston Wealth Management LLC97$6.16K0.00%
Clean Yield Group78$4.96K0.00%
Laurel Wealth Advisors LLC75$4.77K0.00%
Strategic Investment Solutions, Inc.52$3.31K0.00%
Hemington Wealth Management49$2.00K0.00%
Ashton Thomas Securities, LLC23$1.46K0.00%
Picton Mahoney Asset Management18$1.00K0.00%
State of Wyoming9$5720.00%
Annapolis Financial Services, LLC9$5480.00%
West Branch Capital LLC8$5090.00%
Claris Advisors, LLC8$5080.00%
CoreCap Advisors, LLC4$2540.00%

Sold out (48)

Institutions that held H&R Block Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of HRB in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Voloridge Investment Management, LLC657,571$35.7M
Ibex Wealth Advisors188,637$10.2M
Trexquant Investment LP141,274$7.66M
Public Employees Retirement System of Ohio62,364$3.38M
Healthcare of Ontario Pension Plan Trust Fund48,800$2.65M
Squarepoint Ops LLC33,550$1.82M
Sumitomo Mitsui Financial Group, Inc.21,664$1.37M
VCI Wealth Management LLC18,750$1.02M
Sanctuary Advisors, LLC21,249$988.1K
Bridgefront Capital, LLC16,467$893.0K
Strategic Financial Concepts, LLC40,034$689.0K
Integrated Wealth Concepts LLC12,177$660.4K
United Services Automobile Association10,903$591.3K
MAI Capital Management8,815$478.0K
Burns Matteson Capital Management, LLC7,646$414.6K
Simplex Trading, LLC6,146$333.0K
Merit Financial Group, LLC5,976$324.1K
TrueMark Investments, LLC5,414$293.6K
Jefferies Financial Group Inc.5,280$286.3K
Laurion Capital Management LP5,116$277.4K
Alpha Omega Wealth Management LLC5,029$272.7K
Sherbrooke Park Advisers LLC4,958$268.9K
Walleye Trading LLC4,766$258.5K
Two Sigma Advisers, LP4,700$254.9K
BCS Wealth Management4,611$250.0K
Simplicity Wealth,LLC4,319$234.2K
Omers Administration Corp4,300$233.2K
Buckingham Strategic Partners4,061$220.3K
Retirement Planning Group3,931$213.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,718$201.6K
Parallax Volatility Advisers, L.P.2,339$126.8K
Quarry LP1,565$84.9K
Newbridge Financial Services Group, Inc.555$30.1K
Transcendent Capital Group LLC500$27.1K
Catalyst Funds Management Pty Ltd400$21.7K
Family Firm, Inc.268$14.5K
Ashton Thomas Private Wealth, LLC229$12.4K
VitalStone Financial, LLC149$8.08K
Legend Financial Advisors, Inc.123$6.67K
Fairway Wealth LLC76$4.12K
Opal Wealth Advisors, LLC58$3.15K
Hallmark Capital Management Inc50$2.71K
Innealta Capital, LLC36$1.95K
Cullen/Frost Bankers, Inc.25$1.36K
Ridgewood Investments LLC13$710
Delos Wealth Advisors, LLC9$489
Cypress Capital, LLC9$488
Great Lakes Retirement, Inc.0$64

Not filed for Q3 2024 yet (5)

Institutions that held H&R Block Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HRB in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.16,299,068$883.9M
Susquehanna Fundamental Investments, LLC22,200$1.20M
Rain Capital Management, LLC5,707$283.3K
Taylor Hoffman Wealth Management3,772$206.4K
Custom Portfolio Group LLC100$5.46K