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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 16,866 | $1.07M | 0.05% | +200+1.2% | Added |
| Axiom Advisory, LLC | 18,048 | $1.08M | 0.01% | +282+1.6% | Added |
| AXA S.A. | 17,097 | $1.09M | 0.00% | +2,797+19.6% | Added |
| JustInvest LLC | 17,267 | $1.10M | 0.02% | +854+5.2% | Added |
| Carlson Capital Management | 17,400 | $1.11M | 0.05% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 17,406 | $1.11M | 0.01% | +17,406 | New |
| MSH Capital Advisors LLC | 17,529 | $1.11M | 0.34% | 00.0% | Unchanged |
| Invst, LLC | 17,913 | $1.14M | 0.14% | −102−0.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $1.14M | 0.14% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,982 | $1.15M | 0.00% | +2,803+18.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 18,051 | $1.15M | 0.02% | +18,051 | New |
| The PNC Financial Services Group, Inc. | 18,108 | $1.15M | 0.00% | −1,638−8.3% | Reduced |
| Pictet Asset Management Holding SA | 18,189 | $1.16M | 0.00% | +1,131+6.6% | Added |
| Gsa Capital Partners LLP | 18,230 | $1.16M | 0.09% | +18,230 | New |
| Ifrah Financial Services, Inc. | 18,306 | $1.16M | 0.31% | −348−1.9% | Reduced |
| Xponance, Inc. | 18,871 | $1.20M | 0.01% | +25+0.1% | Added |
| Kessler Investment Group, LLC | 19,035 | $1.21M | 0.62% | +51+0.3% | Added |
| Vestcor Inc | 19,111 | $1.22M | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 19,484 | $1.24M | 0.00% | +3,313+20.5% | Added |
| Toroso Investments, LLC | 19,495 | $1.24M | 0.01% | +8,036+70.1% | Added |
| Asset Management One Co.,Ltd. | 19,519 | $1.24M | 0.00% | +19,519 | New |
| RSM US Wealth Management LLC | 19,635 | $1.24M | 0.02% | +2,901+17.3% | Added |
| Wealthfront Advisers LLC | 19,634 | $1.25M | 0.00% | −316−1.6% | Reduced |
| Huber Capital Management LLC | 20,200 | $1.28M | 0.26% | −3,000−12.9% | Reduced |
| Davy Global Fund Management Ltd | 20,755 | $1.32M | 0.14% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 21,000 | $1.33M | 0.44% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.33M | 0.33% | 00.0% | Unchanged |
| Ceera Investments, LLC | 21,314 | $1.35M | 0.51% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 21,327 | $1.36M | 0.16% | +16,200+316.0% | Added |
| Guggenheim Capital LLC | 21,686 | $1.38M | 0.01% | −3,899−15.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 21,810 | $1.39M | 0.46% | −2,054−8.6% | Reduced |
| Argyle Capital Management Inc. | 21,950 | $1.39M | 0.56% | −5,350−19.6% | Reduced |
| Nebula Research & Development LLC | 21,956 | $1.40M | 0.17% | +21,956 | New |
| Convergence Investment Partners, LLC | 22,382 | $1.42M | 0.38% | −7,168−24.3% | Reduced |
| QRG Capital Management, Inc. | 22,960 | $1.46M | 0.02% | +1,086+5.0% | Added |
| Canada Pension Plan Investment Board | 23,000 | $1.46M | 0.00% | −104,600−82.0% | Reduced |
| Quent Capital, LLC | 23,056 | $1.47M | 0.15% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 23,112 | $1.47M | 0.02% | +23,112 | New |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $1.55M | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 24,549 | $1.56M | 0.01% | −29,699−54.7% | Reduced |
| Verition Fund Management LLC | 24,580 | $1.56M | 0.01% | +15,489+170.4% | Added |
| LGT Group Foundation | 24,859 | $1.56M | 0.03% | +24,859 | New |
| Kestra Advisory Services, LLC | 24,848 | $1.58M | 0.01% | −361−1.4% | Reduced |
| Pathstone Holdings, LLC | 24,891 | $1.58M | 0.01% | +1,357+5.8% | Added |
| Bank of Montreal | 24,934 | $1.59M | 0.00% | +467+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,641 | $1.63M | 0.00% | +9,773+61.6% | Added |
| Natixis Advisors, L.P. | 25,802 | $1.64M | 0.00% | +2,113+8.9% | Added |
| Commonwealth Equity Services, LLC | 25,893 | $1.65M | 0.00% | −787−2.9% | Reduced |
| F/M Investments LLC | 26,405 | $1.67M | 0.06% | +4,349+19.7% | Added |
| STRS Ohio | 26,363 | $1.68M | 0.01% | +26,363 | New |
| Lecap Asset Management Ltd | 26,443 | $1.68M | 0.36% | +19,050+257.7% | Added |
| Cresset Asset Management, LLC | 26,321 | $1.68M | 0.01% | +8,213+45.4% | Added |
| Caxton Associates LP | 27,145 | $1.73M | 0.08% | −12,352−31.3% | Reduced |
| Russell Investments Group, Ltd. | 27,241 | $1.73M | 0.00% | +13,163+93.5% | Added |
| GTS Securities LLC | 27,407 | $1.74M | 0.04% | +9,002+48.9% | Added |
| Susquehanna International Group, LLP | 27,885 | $1.77M | 0.00% | +16,869+153.1% | Added |
| Oregon Public Employees Retirement Fund | 28,424 | $1.81M | 0.03% | −600−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 28,639 | $1.82M | 0.06% | −1,039−3.5% | Reduced |
| Point72 Asset Management, L.P. | 28,652 | $1.82M | 0.01% | +28,652 | New |
| CWM, LLC | 29,260 | $1.86M | 0.01% | +12,941+79.3% | Added |
| Man Group plc | 30,260 | $1.92M | 0.01% | +25,353+516.7% | Added |
| Dynamic Technology Lab Private Ltd | 30,343 | $1.93M | 0.20% | +30,343 | New |
| Linden Thomas Advisory Services, LLC | 30,643 | $1.95M | 0.27% | −170−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,771 | $1.96M | 0.01% | −155−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,970 | $1.97M | 0.05% | −172−0.6% | Reduced |
| New Mexico Educational Retirement Board | 31,100 | $1.98M | 0.07% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 31,353 | $1.99M | 0.01% | −20.0% | Reduced |
| Versor Investments LP | 31,900 | $2.03M | 0.32% | +16,140+102.4% | Added |
| Illinois Municipal Retirement Fund | 32,428 | $2.06M | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 32,526 | $2.07M | 0.02% | +22,436+222.4% | Added |
| Zacks Investment Management | 32,904 | $2.09M | 0.02% | +32,904 | New |
| State of Michigan Retirement System | 33,168 | $2.11M | 0.01% | −400−1.2% | Reduced |
| Cetera Investment Advisers | 33,285 | $2.12M | 0.00% | +2,970+9.8% | Added |
| Centiva Capital, LP | 33,299 | $2.12M | 0.10% | +19,839+147.4% | Added |
| South Dakota Investment Council | 33,362 | $2.12M | 0.04% | −67,416−66.9% | Reduced |
| GWM Advisors LLC | 33,674 | $2.14M | 0.01% | +4,454+15.2% | Added |
| Citigroup Inc | 34,187 | $2.17M | 0.00% | −5,892−14.7% | Reduced |
| Ritholtz Wealth Management | 34,854 | $2.21M | 0.07% | −3,721−9.6% | Reduced |
| Handelsbanken Fonder AB | 36,100 | $2.29M | 0.01% | +7,400+25.8% | Added |
| Prudential Financial Inc | 36,357 | $2.31M | 0.00% | +6,621+22.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,721 | $2.33M | 0.01% | −6,798−15.6% | Reduced |
| Exchange Traded Concepts, LLC | 36,752 | $2.34M | 0.06% | +36,627+29,301.6% | Added |
| Cunning Capital Partners, LP | 37,575 | $2.39M | 1.27% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 37,842 | $2.40M | 0.18% | −9,097−19.4% | Reduced |
| M&T Bank Corp | 38,292 | $2.43M | 0.01% | +266+0.7% | Added |
| Louisiana State Employees Retirement System | 38,700 | $2.46M | 0.05% | −800−2.0% | Reduced |
| Two Sigma Investments, LP | 39,904 | $2.54M | 0.01% | +6,891+20.9% | Added |
| Capital Fund Management S.A. | 40,031 | $2.54M | 0.03% | +40,031 | New |
| Arizona State Retirement System | 40,174 | $2.55M | 0.02% | +1,114+2.9% | Added |
| Seven Eight Capital, LP | 40,698 | $2.59M | 0.23% | +19,188+89.2% | Added |
| Human Investing LLC | 42,058 | $2.67M | 0.48% | −886−2.1% | Reduced |
| Acadian Asset Management LLC | 42,622 | $2.71M | 0.01% | +42,622 | New |
| Teza Capital Management LLC | 42,774 | $2.72M | 0.30% | +42,774 | New |
| Optimist Retirement Group LLC | 43,082 | $2.74M | 1.24% | −2,354−5.2% | Reduced |
| Advisor Group Holdings, Inc. | 43,268 | $2.75M | 0.01% | −8,640−16.6% | Reduced |
| Deutsche Bank AG | 43,284 | $2.75M | 0.00% | −84,845−66.2% | Reduced |
| TrimTabs Asset Management, LLC | 44,051 | $2.80M | 0.65% | +20.0% | Added |
| Kendall Capital Management | 45,545 | $2.89M | 0.89% | +3,255+7.7% | Added |
| Burney Co | 45,717 | $2.91M | 0.10% | −11,610−20.3% | Reduced |
| State of Alaska, Department of Revenue | 46,238 | $2.94M | 0.03% | +1,100+2.4% | Added |