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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 24,891 | $1.58M | 0.01% | +1,357+5.8% | Added |
| Kestra Advisory Services, LLC | 24,848 | $1.58M | 0.01% | −361−1.4% | Reduced |
| LGT Group Foundation | 24,859 | $1.56M | 0.03% | +24,859 | New |
| Verition Fund Management LLC | 24,580 | $1.56M | 0.01% | +15,489+170.4% | Added |
| SG Americas Securities, LLC | 24,549 | $1.56M | 0.01% | −29,699−54.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $1.55M | 0.11% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 23,112 | $1.47M | 0.02% | +23,112 | New |
| Quent Capital, LLC | 23,056 | $1.47M | 0.15% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 23,000 | $1.46M | 0.00% | −104,600−82.0% | Reduced |
| QRG Capital Management, Inc. | 22,960 | $1.46M | 0.02% | +1,086+5.0% | Added |
| Convergence Investment Partners, LLC | 22,382 | $1.42M | 0.38% | −7,168−24.3% | Reduced |
| Nebula Research & Development LLC | 21,956 | $1.40M | 0.17% | +21,956 | New |
| Argyle Capital Management Inc. | 21,950 | $1.39M | 0.56% | −5,350−19.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 21,810 | $1.39M | 0.46% | −2,054−8.6% | Reduced |
| Guggenheim Capital LLC | 21,686 | $1.38M | 0.01% | −3,899−15.2% | Reduced |
| Bayesian Capital Management, LP | 21,327 | $1.36M | 0.16% | +16,200+316.0% | Added |
| Ceera Investments, LLC | 21,314 | $1.35M | 0.51% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.33M | 0.33% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 21,000 | $1.33M | 0.44% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 20,755 | $1.32M | 0.14% | 00.0% | Unchanged |
| Huber Capital Management LLC | 20,200 | $1.28M | 0.26% | −3,000−12.9% | Reduced |
| Wealthfront Advisers LLC | 19,634 | $1.25M | 0.00% | −316−1.6% | Reduced |
| RSM US Wealth Management LLC | 19,635 | $1.24M | 0.02% | +2,901+17.3% | Added |
| Asset Management One Co.,Ltd. | 19,519 | $1.24M | 0.00% | +19,519 | New |
| Toroso Investments, LLC | 19,495 | $1.24M | 0.01% | +8,036+70.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,484 | $1.24M | 0.00% | +3,313+20.5% | Added |
| Vestcor Inc | 19,111 | $1.22M | 0.04% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 19,035 | $1.21M | 0.62% | +51+0.3% | Added |
| Xponance, Inc. | 18,871 | $1.20M | 0.01% | +25+0.1% | Added |
| Ifrah Financial Services, Inc. | 18,306 | $1.16M | 0.31% | −348−1.9% | Reduced |
| Gsa Capital Partners LLP | 18,230 | $1.16M | 0.09% | +18,230 | New |
| Pictet Asset Management Holding SA | 18,189 | $1.16M | 0.00% | +1,131+6.6% | Added |
| The PNC Financial Services Group, Inc. | 18,108 | $1.15M | 0.00% | −1,638−8.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 18,051 | $1.15M | 0.02% | +18,051 | New |
| HighTower Advisors, LLC | 17,982 | $1.15M | 0.00% | +2,803+18.5% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $1.14M | 0.14% | 00.0% | Unchanged |
| Invst, LLC | 17,913 | $1.14M | 0.14% | −102−0.6% | Reduced |
| MSH Capital Advisors LLC | 17,529 | $1.11M | 0.34% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 17,406 | $1.11M | 0.01% | +17,406 | New |
| Carlson Capital Management | 17,400 | $1.11M | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 17,267 | $1.10M | 0.02% | +854+5.2% | Added |
| AXA S.A. | 17,097 | $1.09M | 0.00% | +2,797+19.6% | Added |
| Axiom Advisory, LLC | 18,048 | $1.08M | 0.01% | +282+1.6% | Added |
| Rockland Trust Co | 16,866 | $1.07M | 0.05% | +200+1.2% | Added |
| Federated Hermes, Inc. | 16,591 | $1.05M | 0.00% | −730−4.2% | Reduced |
| Ascent Group, LLC | 15,942 | $1.01M | 0.08% | −1,935−10.8% | Reduced |
| New York Life Investment Management LLC | 15,917 | $1.01M | 0.01% | −913−5.4% | Reduced |
| Park Avenue Securities LLC | 15,857 | $1.01M | 0.01% | +303+1.9% | Added |
| Hancock Whitney Corp | 15,662 | $995.3K | 0.03% | +15,662 | New |
| Baird Financial Group, Inc. | 15,609 | $992.0K | 0.00% | −655−4.0% | Reduced |
| MML Investors Services, LLC | 15,555 | $989.0K | 0.00% | −1,163−7.0% | Reduced |
| Legacy Bridge, LLC | 15,277 | $970.9K | 0.52% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,241 | $969.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 15,000 | $953.3K | 0.05% | 00.0% | Unchanged |
| Advisory Research Inc | 14,992 | $952.7K | 0.17% | −8,722−36.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,876 | $945.3K | 0.00% | −3,199−17.7% | Reduced |
| Ontario Teachers Pension Plan Board | 13,969 | $887.7K | 0.01% | −15,128−52.0% | Reduced |
| Savant Capital, LLC | 13,923 | $884.8K | 0.01% | −7,948−36.3% | Reduced |
| Entropy Technologies, LP | 13,667 | $868.5K | 0.09% | −5,088−27.1% | Reduced |
| Farther Finance Advisors, LLC | 13,617 | $865.4K | 0.03% | +3,527+35.0% | Added |
| Quantedge Capital Pte Ltd | 13,000 | $826.1K | 0.25% | +13,000 | New |
| Wolverine Trading, LLC | 12,911 | $821.7K | 0.02% | −2,847−18.1% | Reduced |
| Atria Wealth Solutions, Inc. | 12,697 | $811.7K | 0.01% | +1,860+17.2% | Added |
| Affinity Wealth Management LLC | 12,691 | $806.5K | 0.14% | +12,691 | New |
| TCM Advisors, LLC | – | $800.7K | 0.66% | – | – |
| Intech Investment Management LLC | 12,588 | $800.0K | 0.01% | −14,188−53.0% | Reduced |
| CSS LLC | 12,448 | $791.1K | 0.05% | +500+4.2% | Added |
| Quest Partners LLC | 12,341 | $784.3K | 0.07% | +11,627+1,628.4% | Added |
| US Bancorp | 12,125 | $770.5K | 0.00% | −8,924−42.4% | Reduced |
| Aviso Wealth Management | 11,917 | $757.3K | 0.41% | −500−4.0% | Reduced |
| Brown Advisory Inc | 11,757 | $747.2K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 11,632 | $739.2K | 0.02% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 11,617 | $738.3K | 0.06% | +11,617 | New |
| IMC-Chicago, LLC | 11,589 | $736.5K | 0.02% | +11,589 | New |
| CWA Asset Management Group, LLC | 11,507 | $731.3K | 0.04% | +11,507 | New |
| New Vernon Capital Holdings II LLC | 11,314 | $719.0K | 0.39% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,169 | $709.8K | 0.00% | +2,645+31.0% | Added |
| Fifth Third Bancorp | 11,007 | $699.5K | 0.00% | +452+4.3% | Added |
| Pallas Capital Advisors LLC | 11,538 | $692.2K | 0.03% | +4,652+67.6% | Added |
| Group One Trading, L.P. | 10,878 | $691.3K | 0.03% | +2,375+27.9% | Added |
| TownSquare Capital, LLC | 10,855 | $689.8K | 0.01% | +1,418+15.0% | Added |
| Securian Asset Management, Inc | 10,854 | $689.8K | 0.02% | −274−2.5% | Reduced |
| D.A. Davidson & Co. | 10,734 | $682.2K | 0.01% | −10.0% | Reduced |
| Inceptionr LLC | 10,627 | $675.3K | 0.16% | +10,627 | New |
| Jones Financial Companies LLLP | 10,600 | $673.7K | 0.00% | +9,297+713.5% | Added |
| Sunbelt Securities, Inc. | 10,290 | $653.9K | 0.06% | +27+0.3% | Added |
| AE Wealth Management LLC | 10,245 | $651.1K | 0.01% | −1,312−11.4% | Reduced |
| First Citizens Bank & Trust Co | 10,160 | $645.7K | 0.01% | +337+3.4% | Added |
| Lingohr & Partner Asset Management GmbH | 10,122 | $643.0K | 1.56% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,000 | $639.3K | 0.01% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 9,920 | $630.4K | 0.04% | −100−1.0% | Reduced |
| Keybank National Association | 9,593 | $609.6K | 0.00% | −1,438−13.0% | Reduced |
| IFP Advisors, Inc | 9,551 | $607.0K | 0.02% | +5,846+157.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 9,477 | $602.3K | 0.24% | +373+4.1% | Added |
| Chesley Taft & Associates LLC | 9,400 | $597.4K | 0.03% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 9,289 | $590.3K | 0.11% | +9,289 | New |
| Wedmont Private Capital | 9,507 | $586.9K | 0.03% | +578+6.5% | Added |
| Boston Family Office LLC | 9,000 | $572.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,947 | $568.6K | 0.01% | +8,947 | New |
| Patriot Financial Group Insurance Agency, LLC | 8,927 | $567.3K | 0.08% | +8,927 | New |