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 |
|---|---|---|---|---|---|
| Tealwood Asset Management Inc | 46,734 | $2.97M | 1.30% | −641−1.4% | Reduced |
| Mariner, LLC | 47,143 | $3.00M | 0.01% | +5,903+14.3% | Added |
| Agf Management Ltd | 48,038 | $3.05M | 0.02% | −70.0% | Reduced |
| Auxier Asset Management | 49,520 | $3.15M | 0.47% | −100.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 49,778 | $3.16M | 0.03% | −1,220−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 51,091 | $3.25M | 0.01% | 00.0% | Unchanged |
| Monument Capital Management | 52,640 | $3.35M | 0.93% | +501+1.0% | Added |
| Yousif Capital Management, LLC | 52,743 | $3.35M | 0.04% | −7,203−12.0% | Reduced |
| Rings Capital Management LLC | 53,000 | $3.37M | 1.76% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 53,621 | $3.41M | 0.01% | −44,340−45.3% | Reduced |
| Commerce Bank | 55,079 | $3.50M | 0.02% | +8,513+18.3% | Added |
| Alaska Permanent Fund Corp | 56,639 | $3.60M | 0.05% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 57,000 | $3.62M | 0.01% | +6,000+11.8% | Added |
| Quantinno Capital Management LP | 58,709 | $3.73M | 0.05% | +17,580+42.7% | Added |
| PGGM Investments | 58,924 | $3.75M | 0.05% | −10,152−14.7% | Reduced |
| Alberta Investment Management Corp | 59,900 | $3.81M | 0.03% | −25,400−29.8% | Reduced |
| Round Hill Asset Management | 60,453 | $3.84M | 2.54% | −1,775−2.9% | Reduced |
| Mackenzie Financial Corp | 61,311 | $3.90M | 0.01% | −100,044−62.0% | Reduced |
| Janus Henderson Group PLC | 62,859 | $4.00M | 0.00% | +1,212+2.0% | Added |
| EAM Investors, LLC | 63,595 | $4.04M | 0.60% | +63,595 | New |
| Macquarie Group Ltd | 63,712 | $4.05M | 0.00% | +22,649+55.2% | Added |
| Stifel Financial Corp | 64,969 | $4.13M | 0.00% | +988+1.5% | Added |
| Janney Montgomery Scott LLC | 66,125 | $4.20M | 0.01% | +66,125 | New |
| Amalgamated Bank | 70,093 | $4.45M | 0.04% | −17,568−20.0% | Reduced |
| Algert Global LLC | 72,110 | $4.58M | 0.12% | +58,057+413.1% | Added |
| MetLife Investment Management | 73,365 | $4.66M | 0.03% | −1,350−1.8% | Reduced |
| LPL Financial LLC | 73,377 | $4.66M | 0.00% | −2,875−3.8% | Reduced |
| Mutual of America Capital Management LLC | 75,445 | $4.79M | 0.05% | −4,443−5.6% | Reduced |
| Redwood Investment Management, LLC | 76,350 | $4.86M | 0.43% | −34,308−31.0% | Reduced |
| Thrivent Financial for Lutherans | 79,690 | $5.06M | 0.01% | −7,928−9.0% | Reduced |
| Prudential PLC | 80,055 | $5.09M | 0.03% | −56,862−41.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 80,250 | $5.10M | 0.24% | −3,735−4.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 84,343 | $5.12M | 0.05% | −5,080−5.7% | Reduced |
| Ensign Peak Advisors, Inc | 82,237 | $5.23M | 0.01% | +10,470+14.6% | Added |
| Caisse de Depot Et Placement du Quebec | 82,600 | $5.25M | 0.01% | +82,600 | New |
| Amundi | 85,933 | $5.32M | 0.00% | +85,718+39,868.8% | Added |
| Nisa Investment Advisors, LLC | 83,327 | $5.33M | 0.03% | −63,953−43.4% | Reduced |
| Creative Planning | 86,175 | $5.48M | 0.01% | +39,990+86.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 86,421 | $5.50M | 0.02% | +9,130+11.8% | Added |
| Brandywine Global Investment Management, LLC | 91,649 | $5.56M | 0.04% | +9,280+11.3% | Added |
| Jacobs Levy Equity Management, Inc | 87,532 | $5.56M | 0.02% | +46,736+114.6% | Added |
| HRT Financial LP | 87,670 | $5.57M | 0.03% | −39,767−31.2% | Reduced |
| PEAK6 Investments LLC | 88,097 | $5.60M | 0.28% | +88,097 | New |
| Jane Street Group, LLC | 89,996 | $5.72M | 0.01% | +28,081+45.4% | Added |
| Barclays PLC | 93,300 | $5.93M | 0.00% | +7,238+8.4% | Added |
| New York State Common Retirement Fund | 94,279 | $5.99M | 0.01% | −20,600−17.9% | Reduced |
| Segall Bryant & Hamill, LLC | 95,126 | $6.05M | 0.08% | +95,126 | New |
| Point72 Hong Kong Ltd | 95,425 | $6.06M | 0.44% | +95,425 | New |
| State of Wisconsin Investment Board | 96,158 | $6.11M | 0.02% | −2,355−2.4% | Reduced |
| Los Angeles Capital Management LLC | 97,308 | $6.18M | 0.02% | −74,293−43.3% | Reduced |
| Crawford Investment Counsel Inc | 99,676 | $6.33M | 0.11% | −1,101−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 103,795 | $6.60M | 0.12% | −12,734−10.9% | Reduced |
| Allianz Asset Management GmbH | 104,082 | $6.61M | 0.01% | +11,739+12.7% | Added |
| Winton Group Ltd | 104,271 | $6.63M | 0.46% | +104,271 | New |
| Wells Fargo & Company | 104,287 | $6.63M | 0.00% | −7,535−6.7% | Reduced |
| Treasurer of the State of North Carolina | 107,215 | $6.81M | 0.03% | +12,737+13.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 107,661 | $6.84M | 0.02% | +7,190+7.2% | Added |
| Tectonic Advisors LLC | 107,718 | $6.85M | 0.45% | +6,769+6.7% | Added |
| Comerica Bank | 108,740 | $6.91M | 0.03% | +41,998+62.9% | Added |
| Nordea Investment Management AB | 111,915 | $7.14M | 0.01% | −4,477−3.8% | Reduced |
| Manufacturers Life Insurance Company, The | 112,810 | $7.17M | 0.01% | −4,255−3.6% | Reduced |
| Rodgers Brothers Inc. | 113,650 | $7.22M | 0.92% | −3,700−3.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 119,394 | $7.59M | 0.01% | +91,604+329.6% | Added |
| Teacher Retirement System of Texas | 125,998 | $8.01M | 0.04% | −49,089−28.0% | Reduced |
| Empowered Funds, LLC | 129,891 | $8.25M | 0.13% | +118,228+1,013.7% | Added |
| Cerity Partners LLC | 132,663 | $8.43M | 0.02% | +42,934+47.8% | Added |
| California State Teachers Retirement System | 132,709 | $8.43M | 0.01% | −4,237−3.1% | Reduced |
| DekaBank Deutsche Girozentrale | 154,795 | $9.67M | 0.02% | +6,052+4.1% | Added |
| CI Private Wealth, LLC | 162,039 | $10.3M | 0.02% | −84,954−34.4% | Reduced |
| Raymond James & Associates | 163,525 | $10.4M | 0.01% | +1,024+0.6% | Added |
| Royce & Associates LP | 164,556 | $10.5M | 0.10% | −10,000−5.7% | Reduced |
| Corebridge Financial, Inc. | 165,388 | $10.5M | 0.06% | −11,423−6.5% | Reduced |
| State Board of Administration of Florida Retirement System | 168,323 | $10.7M | 0.02% | −15,590−8.5% | Reduced |
| New York State Teachers Retirement System | 172,541 | $11.0M | 0.02% | −4,787−2.7% | Reduced |
| UBS Group AG | 173,191 | $11.0M | 0.00% | −89,863−34.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,273 | $11.3M | 0.04% | +18,406+11.5% | Added |
| Sound Income Strategies, LLC | 182,832 | $11.6M | 0.75% | −25,401−12.2% | Reduced |
| Engineers Gate Manager LP | 186,902 | $11.9M | 0.23% | +135,597+264.3% | Added |
| Great West Life Assurance Co | 187,273 | $11.9M | 0.02% | +581+0.3% | Added |
| Financial Counselors Inc | 188,741 | $12.0M | 0.18% | −2,986−1.6% | Reduced |
| Alliancebernstein L.P. | 197,966 | $12.6M | 0.00% | −14,955−7.0% | Reduced |
| Schroder Investment Management Group | 205,344 | $13.1M | 0.01% | −82,667−28.7% | Reduced |
| D. E. Shaw & Co., Inc. | 217,792 | $13.8M | 0.02% | −245,019−52.9% | Reduced |
| Cambria Investment Management, L.P. | 223,331 | $14.2M | 0.85% | −3,559−1.6% | Reduced |
| Ameriprise Financial Inc | 224,817 | $14.3M | 0.00% | −6,738−2.9% | Reduced |
| American Century Companies Inc | 226,217 | $14.4M | 0.01% | −50,141−18.1% | Reduced |
| Citadel Advisors LLC | 229,899 | $14.6M | 0.02% | −576,370−71.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 230,012 | $14.6M | 0.03% | −13,635−5.6% | Reduced |
| Franklin Resources Inc | 250,280 | $15.2M | 0.00% | +57,311+29.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 255,400 | $16.2M | 0.07% | −200−0.1% | Reduced |
| Alps Advisors Inc | 256,740 | $16.3M | 0.11% | +54,324+26.8% | Added |
| Swiss National Bank | 272,300 | $17.3M | 0.01% | −2,200−0.8% | Reduced |
| Storebrand Asset Management AS | 281,104 | $17.9M | 0.06% | −45,642−14.0% | Reduced |
| Legal & General Group Plc | 285,166 | $18.1M | 0.00% | −236−0.1% | Reduced |
| Swedbank AB | 285,382 | $18.1M | 0.02% | +69,414+32.1% | Added |
| Millennium Management LLC | 290,515 | $18.5M | 0.02% | +201,689+227.1% | Added |
| Bridgewater Associates, LP | 309,664 | $19.7M | 0.11% | +151,978+96.4% | Added |
| Moran Wealth Management, LLC | 313,944 | $20.0M | 0.61% | −5,770−1.8% | Reduced |
| Principal Financial Group Inc | 323,552 | $20.6M | 0.01% | −141,382−30.4% | Reduced |
| Retirement Systems of Alabama | 326,807 | $20.8M | 0.08% | −29,030−8.2% | Reduced |