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.
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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 89,996 | $5.72M | 0.01% | +28,081+45.4% | Added |
| PEAK6 Investments LLC | 88,097 | $5.60M | 0.28% | +88,097 | New |
| HRT Financial LP | 87,670 | $5.57M | 0.03% | −39,767−31.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 87,532 | $5.56M | 0.02% | +46,736+114.6% | Added |
| Brandywine Global Investment Management, LLC | 91,649 | $5.56M | 0.04% | +9,280+11.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 86,421 | $5.50M | 0.02% | +9,130+11.8% | Added |
| Creative Planning | 86,175 | $5.48M | 0.01% | +39,990+86.6% | Added |
| Nisa Investment Advisors, LLC | 83,327 | $5.33M | 0.03% | −63,953−43.4% | Reduced |
| Amundi | 85,933 | $5.32M | 0.00% | +85,718+39,868.8% | Added |
| Caisse de Depot Et Placement du Quebec | 82,600 | $5.25M | 0.01% | +82,600 | New |
| Ensign Peak Advisors, Inc | 82,237 | $5.23M | 0.01% | +10,470+14.6% | Added |
| O'Shaughnessy Asset Management, LLC | 84,343 | $5.12M | 0.05% | −5,080−5.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 80,250 | $5.10M | 0.24% | −3,735−4.4% | Reduced |
| Prudential PLC | 80,055 | $5.09M | 0.03% | −56,862−41.5% | Reduced |
| Thrivent Financial for Lutherans | 79,690 | $5.06M | 0.01% | −7,928−9.0% | Reduced |
| Redwood Investment Management, LLC | 76,350 | $4.86M | 0.43% | −34,308−31.0% | Reduced |
| Mutual of America Capital Management LLC | 75,445 | $4.79M | 0.05% | −4,443−5.6% | Reduced |
| LPL Financial LLC | 73,377 | $4.66M | 0.00% | −2,875−3.8% | Reduced |
| MetLife Investment Management | 73,365 | $4.66M | 0.03% | −1,350−1.8% | Reduced |
| Algert Global LLC | 72,110 | $4.58M | 0.12% | +58,057+413.1% | Added |
| Amalgamated Bank | 70,093 | $4.45M | 0.04% | −17,568−20.0% | Reduced |
| Janney Montgomery Scott LLC | 66,125 | $4.20M | 0.01% | +66,125 | New |
| Stifel Financial Corp | 64,969 | $4.13M | 0.00% | +988+1.5% | Added |
| Macquarie Group Ltd | 63,712 | $4.05M | 0.00% | +22,649+55.2% | Added |
| EAM Investors, LLC | 63,595 | $4.04M | 0.60% | +63,595 | New |
| Janus Henderson Group PLC | 62,859 | $4.00M | 0.00% | +1,212+2.0% | Added |
| Mackenzie Financial Corp | 61,311 | $3.90M | 0.01% | −100,044−62.0% | Reduced |
| Round Hill Asset Management | 60,453 | $3.84M | 2.54% | −1,775−2.9% | Reduced |
| Alberta Investment Management Corp | 59,900 | $3.81M | 0.03% | −25,400−29.8% | Reduced |
| PGGM Investments | 58,924 | $3.75M | 0.05% | −10,152−14.7% | Reduced |
| Quantinno Capital Management LP | 58,709 | $3.73M | 0.05% | +17,580+42.7% | Added |
| State of Tennessee, Treasury Department | 57,000 | $3.62M | 0.01% | +6,000+11.8% | Added |
| Alaska Permanent Fund Corp | 56,639 | $3.60M | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 55,079 | $3.50M | 0.02% | +8,513+18.3% | Added |
| Rockefeller Capital Management L.P. | 53,621 | $3.41M | 0.01% | −44,340−45.3% | Reduced |
| Rings Capital Management LLC | 53,000 | $3.37M | 1.76% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 52,743 | $3.35M | 0.04% | −7,203−12.0% | Reduced |
| Monument Capital Management | 52,640 | $3.35M | 0.93% | +501+1.0% | Added |
| State of New Jersey Common Pension Fund D | 51,091 | $3.25M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 49,778 | $3.16M | 0.03% | −1,220−2.4% | Reduced |
| Auxier Asset Management | 49,520 | $3.15M | 0.47% | −100.0% | Reduced |
| Agf Management Ltd | 48,038 | $3.05M | 0.02% | −70.0% | Reduced |
| Mariner, LLC | 47,143 | $3.00M | 0.01% | +5,903+14.3% | Added |
| Tealwood Asset Management Inc | 46,734 | $2.97M | 1.30% | −641−1.4% | Reduced |
| State of Alaska, Department of Revenue | 46,238 | $2.94M | 0.03% | +1,100+2.4% | Added |
| Burney Co | 45,717 | $2.91M | 0.10% | −11,610−20.3% | Reduced |
| Kendall Capital Management | 45,545 | $2.89M | 0.89% | +3,255+7.7% | Added |
| TrimTabs Asset Management, LLC | 44,051 | $2.80M | 0.65% | +20.0% | Added |
| Deutsche Bank AG | 43,284 | $2.75M | 0.00% | −84,845−66.2% | Reduced |
| Advisor Group Holdings, Inc. | 43,268 | $2.75M | 0.01% | −8,640−16.6% | Reduced |
| Optimist Retirement Group LLC | 43,082 | $2.74M | 1.24% | −2,354−5.2% | Reduced |
| Teza Capital Management LLC | 42,774 | $2.72M | 0.30% | +42,774 | New |
| Acadian Asset Management LLC | 42,622 | $2.71M | 0.01% | +42,622 | New |
| Human Investing LLC | 42,058 | $2.67M | 0.48% | −886−2.1% | Reduced |
| Seven Eight Capital, LP | 40,698 | $2.59M | 0.23% | +19,188+89.2% | Added |
| Arizona State Retirement System | 40,174 | $2.55M | 0.02% | +1,114+2.9% | Added |
| Capital Fund Management S.A. | 40,031 | $2.54M | 0.03% | +40,031 | New |
| Two Sigma Investments, LP | 39,904 | $2.54M | 0.01% | +6,891+20.9% | Added |
| Louisiana State Employees Retirement System | 38,700 | $2.46M | 0.05% | −800−2.0% | Reduced |
| M&T Bank Corp | 38,292 | $2.43M | 0.01% | +266+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 37,842 | $2.40M | 0.18% | −9,097−19.4% | Reduced |
| Cunning Capital Partners, LP | 37,575 | $2.39M | 1.27% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 36,752 | $2.34M | 0.06% | +36,627+29,301.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,721 | $2.33M | 0.01% | −6,798−15.6% | Reduced |
| Prudential Financial Inc | 36,357 | $2.31M | 0.00% | +6,621+22.3% | Added |
| Handelsbanken Fonder AB | 36,100 | $2.29M | 0.01% | +7,400+25.8% | Added |
| Ritholtz Wealth Management | 34,854 | $2.21M | 0.07% | −3,721−9.6% | Reduced |
| Citigroup Inc | 34,187 | $2.17M | 0.00% | −5,892−14.7% | Reduced |
| GWM Advisors LLC | 33,674 | $2.14M | 0.01% | +4,454+15.2% | Added |
| South Dakota Investment Council | 33,362 | $2.12M | 0.04% | −67,416−66.9% | Reduced |
| Centiva Capital, LP | 33,299 | $2.12M | 0.10% | +19,839+147.4% | Added |
| Cetera Investment Advisers | 33,285 | $2.12M | 0.00% | +2,970+9.8% | Added |
| State of Michigan Retirement System | 33,168 | $2.11M | 0.01% | −400−1.2% | Reduced |
| Zacks Investment Management | 32,904 | $2.09M | 0.02% | +32,904 | New |
| Pinebridge Investments, L.P. | 32,526 | $2.07M | 0.02% | +22,436+222.4% | Added |
| Illinois Municipal Retirement Fund | 32,428 | $2.06M | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 31,900 | $2.03M | 0.32% | +16,140+102.4% | Added |
| Glenmede Trust Co NA | 31,353 | $1.99M | 0.01% | −20.0% | Reduced |
| New Mexico Educational Retirement Board | 31,100 | $1.98M | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 30,970 | $1.97M | 0.05% | −172−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,771 | $1.96M | 0.01% | −155−0.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,643 | $1.95M | 0.27% | −170−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 30,343 | $1.93M | 0.20% | +30,343 | New |
| Man Group plc | 30,260 | $1.92M | 0.01% | +25,353+516.7% | Added |
| CWM, LLC | 29,260 | $1.86M | 0.01% | +12,941+79.3% | Added |
| Point72 Asset Management, L.P. | 28,652 | $1.82M | 0.01% | +28,652 | New |
| Ameritas Investment Partners, Inc. | 28,639 | $1.82M | 0.06% | −1,039−3.5% | Reduced |
| Oregon Public Employees Retirement Fund | 28,424 | $1.81M | 0.03% | −600−2.1% | Reduced |
| Susquehanna International Group, LLP | 27,885 | $1.77M | 0.00% | +16,869+153.1% | Added |
| GTS Securities LLC | 27,407 | $1.74M | 0.04% | +9,002+48.9% | Added |
| Russell Investments Group, Ltd. | 27,241 | $1.73M | 0.00% | +13,163+93.5% | Added |
| Caxton Associates LP | 27,145 | $1.73M | 0.08% | −12,352−31.3% | Reduced |
| Cresset Asset Management, LLC | 26,321 | $1.68M | 0.01% | +8,213+45.4% | Added |
| Lecap Asset Management Ltd | 26,443 | $1.68M | 0.36% | +19,050+257.7% | Added |
| STRS Ohio | 26,363 | $1.68M | 0.01% | +26,363 | New |
| F/M Investments LLC | 26,405 | $1.67M | 0.06% | +4,349+19.7% | Added |
| Commonwealth Equity Services, LLC | 25,893 | $1.65M | 0.00% | −787−2.9% | Reduced |
| Natixis Advisors, L.P. | 25,802 | $1.64M | 0.00% | +2,113+8.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,641 | $1.63M | 0.00% | +9,773+61.6% | Added |
| Bank of Montreal | 24,934 | $1.59M | 0.00% | +467+1.9% | Added |