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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 330,760 | $21.0M | 0.02% | −51,086−13.4% | Reduced |
| SEI Investments Co | 337,654 | $21.5M | 0.03% | +27,087+8.7% | Added |
| Rhumbline Advisers | 410,311 | $26.1M | 0.02% | −12,943−3.1% | Reduced |
| First Trust Advisors LP | 429,134 | $27.3M | 0.03% | +177,549+70.6% | Added |
| Prevatt Capital Ltd | 460,000 | $29.2M | 9.72% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 476,239 | $30.3M | 0.33% | +476,239 | New |
| Victory Capital Management Inc | 499,541 | $31.7M | 0.03% | −97,999−16.4% | Reduced |
| Blue Whale Capital LLP | 511,482 | $32.5M | 2.53% | −231,018−31.1% | Reduced |
| BNP Paribas Arbitrage, SA | 514,972 | $32.7M | 0.03% | −200,251−28.0% | Reduced |
| California Public Employees Retirement System | 564,200 | $35.9M | 0.03% | −18,443−3.2% | Reduced |
| Renaissance Technologies LLC | 570,100 | $36.2M | 0.05% | +570,100 | New |
| Envestnet Asset Management Inc | 587,982 | $37.4M | 0.01% | +496,296+541.3% | Added |
| Truist Financial Corp | 656,701 | $41.7M | 0.07% | +631,629+2,519.3% | Added |
| UBS Asset Management Americas Inc | 698,101 | $44.4M | 0.01% | +156,856+29.0% | Added |
| JPMorgan Chase & Co | 754,287 | $47.9M | 0.00% | +25,234+3.5% | Added |
| Clark Capital Management Group, Inc. | 758,713 | $48.2M | 0.33% | +22,575+3.1% | Added |
| Wedge Capital Management L L P | 777,264 | $49.4M | 0.85% | +732,359+1,630.9% | Added |
| Nuveen Asset Management, LLC | 786,854 | $50.1M | 0.01% | −51,834−6.2% | Reduced |
| Bank of America Corp | 793,429 | $50.4M | 0.00% | −76,344−8.8% | Reduced |
| Goldman Sachs Group Inc | 952,811 | $60.6M | 0.01% | −548,845−36.5% | Reduced |
| Price T Rowe Associates Inc | 972,342 | $61.8M | 0.01% | +122,681+14.4% | Added |
| NewEdge Wealth, LLC | 982,496 | $62.4M | 1.13% | +24,907+2.6% | Added |
| Qube Research & Technologies Ltd | 1,130,149 | $71.8M | 0.13% | +659,797+140.3% | Added |
| Royal Bank of Canada | 1,232,283 | $78.3M | 0.02% | −92,596−7.0% | Reduced |
| Invesco Ltd. | 1,244,273 | $79.1M | 0.02% | +34,608+2.9% | Added |
| Norges Bank | 1,340,346 | $85.2M | 0.01% | −330,455−19.8% | Reduced |
| LSV Asset Management | 1,525,151 | $96.9M | 0.21% | −50,340−3.2% | Reduced |
| Bank of New York Mellon Corp | 1,636,818 | $104.0M | 0.02% | −111,277−6.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,818,583 | $115.6M | 0.10% | +268,285+17.3% | Added |
| Lazard Asset Management LLC | 1,889,445 | $120.1M | 0.16% | −373,631−16.5% | Reduced |
| AQR Capital Management LLC | 2,129,878 | $135.1M | 0.19% | −1,573−0.1% | Reduced |
| Northern Trust Corp | 2,153,627 | $136.9M | 0.02% | −61,616−2.8% | Reduced |
| Morgan Stanley | 2,168,595 | $137.8M | 0.01% | +1,170,712+117.3% | Added |
| Pacer Advisors, Inc. | 2,258,297 | $143.5M | 0.31% | −479,893−17.5% | Reduced |
| Dimensional Fund Advisors LP | 2,305,109 | $146.5M | 0.04% | −179,308−7.2% | Reduced |
| Wellington Management Group LLP | 2,335,711 | $148.4M | 0.03% | −1,031,492−30.6% | Reduced |
| Geode Capital Management, LLC | 2,614,941 | $166.2M | 0.01% | −60,115−2.2% | Reduced |
| Boston Partners | 2,840,233 | $180.5M | 0.21% | −413,493−12.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,178,543 | $265.5M | 1.04% | +640,405+18.1% | Added |
| State Street Corp | 4,491,366 | $287.1M | 0.01% | −214,656−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 4,936,829 | $313.7M | 0.06% | +255,354+5.5% | Added |
| Vanguard Group Inc | 14,217,331 | $903.5M | 0.02% | −485,498−3.3% | Reduced |
| BlackRock, Inc. | 16,176,903 | $1.03B | 0.02% | +16,176,903 | New |
| FMR LLC | 18,932,445 | $1.20B | 0.07% | −1,996,584−9.5% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −657,571−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −188,637−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −141,274−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −62,364−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −48,800−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −33,550−100.0% | Sold out |
| Sumitomo Mitsui Financial Group, Inc. | 0 | $0 | 0.00% | −21,664−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −18,750−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −21,249−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −16,467−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −40,034−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −12,177−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,903−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −8,815−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,646−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,146−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −5,976−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −5,414−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,280−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,116−100.0% | Sold out |
| Alpha Omega Wealth Management LLC | 0 | $0 | 0.00% | −5,029−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,958−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −4,611−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,061−100.0% | Sold out |
| Retirement Planning Group | 0 | $0 | 0.00% | −3,931−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −3,718−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,339−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Rain Capital Management, LLC | – | – | – | – | Not filed |
| Taylor Hoffman Wealth Management | – | – | – | – | Not filed |
| Custom Portfolio Group LLC | – | – | – | – | Not filed |