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, Q4 2024
Institutional positions in H&R Block Inc as of Dec 31, 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
- 552
- +16 vs. Q3 2024
- Shares held
- 126.4M
- +2.10M (+1.7%) vs. Q3 2024
- Total value
- $6.68B
- −$1.22B (−15.5%) vs. Q3 2024
- New holders
- 83
- 212 more added
- Sold out
- 67
- 168 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,440,642 | $868.7M | 0.02% | +263,739+1.6% | Added |
| FMR LLC | 14,408,991 | $761.4M | 0.05% | −4,523,454−23.9% | Reduced |
| Vanguard Group Inc | 14,253,276 | $753.1M | 0.01% | +35,945+0.3% | Added |
| Charles Schwab Investment Management Inc | 5,219,462 | $275.8M | 0.05% | +282,633+5.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,701,896 | $248.4M | 0.94% | +523,353+12.5% | Added |
| State Street Corp | 4,594,421 | $244.4M | 0.01% | +103,055+2.3% | Added |
| Boston Partners | 4,500,552 | $237.8M | 0.29% | +1,660,319+58.5% | Added |
| Pacer Advisors, Inc. | 2,735,189 | $144.5M | 0.32% | +476,892+21.1% | Added |
| Geode Capital Management, LLC | 2,600,772 | $137.5M | 0.01% | −14,169−0.5% | Reduced |
| Lazard Asset Management LLC | 2,585,026 | $136.6M | 0.20% | +695,581+36.8% | Added |
| Northern Trust Corp | 2,345,222 | $123.9M | 0.02% | +191,595+8.9% | Added |
| Dimensional Fund Advisors LP | 2,335,353 | $123.4M | 0.03% | +30,244+1.3% | Added |
| AQR Capital Management LLC | 2,250,059 | $118.9M | 0.15% | +120,181+5.6% | Added |
| Morgan Stanley | 2,171,363 | $114.7M | 0.01% | +2,768+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 2,050,678 | $108.4M | 0.09% | +232,095+12.8% | Added |
| Wellington Management Group LLP | 2,022,478 | $106.9M | 0.02% | −313,233−13.4% | Reduced |
| Bank of New York Mellon Corp | 1,684,738 | $89.0M | 0.02% | +47,920+2.9% | Added |
| Invesco Ltd. | 1,574,552 | $83.2M | 0.02% | +330,279+26.5% | Added |
| LSV Asset Management | 1,458,633 | $77.1M | 0.18% | −66,518−4.4% | Reduced |
| Royal Bank of Canada | 1,234,187 | $65.2M | 0.01% | +1,904+0.2% | Added |
| Qube Research & Technologies Ltd | 1,208,108 | $63.8M | 0.10% | +77,959+6.9% | Added |
| NewEdge Wealth, LLC | 1,095,712 | $57.9M | 1.00% | +113,216+11.5% | Added |
| Norges Bank | 1,083,509 | $57.3M | 0.01% | −256,837−19.2% | Reduced |
| Price T Rowe Associates Inc | 967,369 | $51.1M | 0.01% | −4,973−0.5% | Reduced |
| Bank of America Corp | 914,884 | $48.3M | 0.00% | +121,455+15.3% | Added |
| Wedge Capital Management L L P | 884,714 | $46.7M | 0.84% | +107,450+13.8% | Added |
| UBS Group AG | 823,491 | $43.5M | 0.01% | +650,300+375.5% | Added |
| UBS Asset Management Americas Inc | 822,378 | $43.5M | 0.01% | +124,277+17.8% | Added |
| Clark Capital Management Group, Inc. | 764,320 | $40.4M | 0.28% | +5,607+0.7% | Added |
| Goldman Sachs Group Inc | 736,405 | $38.9M | 0.01% | −216,406−22.7% | Reduced |
| Truist Financial Corp | 676,294 | $35.7M | 0.06% | +19,593+3.0% | Added |
| Nuveen Asset Management, LLC | 649,361 | $34.3M | 0.01% | −137,493−17.5% | Reduced |
| JPMorgan Chase & Co | 644,417 | $34.1M | 0.00% | −109,870−14.6% | Reduced |
| BNP Paribas Arbitrage, SA | 608,738 | $32.2M | 0.02% | +93,766+18.2% | Added |
| Envestnet Asset Management Inc | 597,699 | $31.6M | 0.01% | +9,717+1.7% | Added |
| California Public Employees Retirement System | 545,643 | $28.8M | 0.02% | −18,557−3.3% | Reduced |
| Citadel Advisors LLC | 506,641 | $26.8M | 0.02% | +276,742+120.4% | Added |
| Blue Whale Capital LLP | 489,690 | $25.9M | 1.92% | −21,792−4.3% | Reduced |
| Boston Trust Walden Corp | 483,572 | $25.6M | 0.18% | +483,572 | New |
| Robeco Institutional Asset Management B.V. | 473,112 | $25.0M | 0.05% | +243,100+105.7% | Added |
| Prevatt Capital Ltd | 460,000 | $24.3M | 7.11% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 440,476 | $23.3M | 0.11% | +130,812+42.2% | Added |
| Rhumbline Advisers | 410,275 | $21.7M | 0.02% | −360.0% | Reduced |
| First Trust Advisors LP | 389,955 | $20.6M | 0.02% | −39,179−9.1% | Reduced |
| Retirement Systems of Alabama | 384,026 | $20.3M | 0.08% | +57,219+17.5% | Added |
| SEI Investments Co | 371,743 | $19.6M | 0.03% | +34,089+10.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 374,600 | $19.5M | 0.09% | +119,200+46.7% | Added |
| Voya Investment Management LLC | 337,931 | $17.9M | 0.02% | +7,171+2.2% | Added |
| Ameriprise Financial Inc | 331,502 | $17.5M | 0.00% | +106,685+47.5% | Added |
| Principal Financial Group Inc | 315,211 | $16.7M | 0.01% | −8,341−2.6% | Reduced |
| Moran Wealth Management, LLC | 313,013 | $16.5M | 0.53% | −931−0.3% | Reduced |
| Alps Advisors Inc | 298,794 | $15.8M | 0.10% | +42,054+16.4% | Added |
| Franklin Resources Inc | 296,509 | $15.7M | 0.00% | +46,229+18.5% | Added |
| Liontrust Investment Partners LLP | 292,884 | $15.5M | 0.22% | +292,884 | New |
| Tudor Investment Corp Et Al | 291,389 | $15.4M | 0.16% | −184,850−38.8% | Reduced |
| Swedbank AB | 285,382 | $15.1M | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 283,643 | $15.0M | 0.00% | −1,523−0.5% | Reduced |
| Swiss National Bank | 274,500 | $14.5M | 0.01% | +2,200+0.8% | Added |
| Cambria Investment Management, L.P. | 227,669 | $12.0M | 0.73% | +4,338+1.9% | Added |
| D. E. Shaw & Co., Inc. | 226,279 | $12.0M | 0.01% | +8,487+3.9% | Added |
| Los Angeles Capital Management LLC | 216,165 | $11.4M | 0.05% | +118,857+122.1% | Added |
| Raymond James Financial Inc | 202,973 | $10.7M | 0.00% | +202,973 | New |
| Empowered Funds, LLC | 200,392 | $10.6M | 0.15% | +70,501+54.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 199,920 | $10.6M | 0.02% | +199,920 | New |
| Alliancebernstein L.P. | 195,991 | $10.4M | 0.00% | −1,975−1.0% | Reduced |
| Storebrand Asset Management AS | 194,181 | $10.3M | 0.03% | −86,923−30.9% | Reduced |
| Ibex Wealth Advisors | 193,608 | $10.2M | 1.20% | +193,608 | New |
| Acadian Asset Management LLC | 192,728 | $10.2M | 0.03% | +150,106+352.2% | Added |
| Schroder Investment Management Group | 193,339 | $10.1M | 0.01% | −12,005−5.8% | Reduced |
| Sound Income Strategies, LLC | 184,374 | $9.74M | 0.60% | +1,542+0.8% | Added |
| Financial Counselors Inc | 183,423 | $9.69M | 0.14% | −5,318−2.8% | Reduced |
| Intech Investment Management LLC | 181,409 | $9.59M | 0.09% | +168,821+1,341.1% | Added |
| State Board of Administration of Florida Retirement System | 168,183 | $8.89M | 0.02% | −140−0.1% | Reduced |
| New York State Teachers Retirement System | 165,480 | $8.74M | 0.02% | −7,061−4.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 162,833 | $8.60M | 0.03% | −15,440−8.7% | Reduced |
| CI Private Wealth, LLC | 158,399 | $8.37M | 0.01% | −3,640−2.2% | Reduced |
| Royce & Associates LP | 156,056 | $8.25M | 0.08% | −8,500−5.2% | Reduced |
| Corebridge Financial, Inc. | 155,394 | $8.21M | 0.04% | −9,994−6.0% | Reduced |
| DekaBank Deutsche Girozentrale | 154,795 | $8.12M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 142,360 | $7.52M | 0.01% | +52,364+58.2% | Added |
| Barclays PLC | 133,539 | $7.06M | 0.00% | +40,239+43.1% | Added |
| Millennium Management LLC | 131,151 | $6.93M | 0.01% | −159,364−54.9% | Reduced |
| California State Teachers Retirement System | 130,544 | $6.90M | 0.01% | −2,165−1.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 129,595 | $6.85M | 0.02% | +21,934+20.4% | Added |
| Cerity Partners LLC | 115,637 | $6.80M | 0.01% | −17,026−12.8% | Reduced |
| Teacher Retirement System of Texas | 125,340 | $6.62M | 0.02% | −658−0.5% | Reduced |
| Great West Life Assurance Co | 123,685 | $6.54M | 0.01% | −63,588−34.0% | Reduced |
| Tectonic Advisors LLC | 120,808 | $6.38M | 0.42% | +13,090+12.2% | Added |
| Nordea Investment Management AB | 118,616 | $6.26M | 0.01% | +6,701+6.0% | Added |
| Rodgers Brothers Inc. | 110,700 | $5.85M | 0.76% | −2,950−2.6% | Reduced |
| Comerica Bank | 110,603 | $5.84M | 0.02% | +1,863+1.7% | Added |
| Treasurer of the State of North Carolina | 109,456 | $5.78M | 0.02% | +2,241+2.1% | Added |
| Manufacturers Life Insurance Company, The | 108,973 | $5.76M | 0.01% | −3,837−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 107,075 | $5.66M | 0.10% | +3,280+3.2% | Added |
| PEAK6 LLC | 104,617 | $5.53M | 0.22% | +104,617 | New |
| American Century Companies Inc | 103,360 | $5.46M | 0.00% | −122,857−54.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 101,800 | $5.44M | 0.02% | +15,379+17.8% | Added |
| Redwood Investment Management, LLC | 102,452 | $5.41M | 0.53% | +26,102+34.2% | Added |
| Crawford Investment Counsel Inc | 101,417 | $5.36M | 0.10% | +1,741+1.7% | Added |
| Wells Fargo & Company | 98,872 | $5.22M | 0.00% | −5,415−5.2% | Reduced |