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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 6,412 | $338.8K | 0.00% | +327+5.4% | Added |
| Shell Asset Management Co | 6,456 | $341.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 6,414 | $341.6K | 0.02% | +685+12.0% | Added |
| Park National Corp | 6,468 | $341.8K | 0.01% | +693+12.0% | Added |
| Focus Financial Network, Inc. | 6,633 | $353.0K | 0.01% | +40+0.6% | Added |
| Hilltop Holdings Inc. | 6,756 | $357.0K | 0.02% | +579+9.4% | Added |
| Ronald Blue Trust, Inc. | 6,792 | $358.9K | 0.00% | +1,310+23.9% | Added |
| Merit Financial Group, LLC | 6,855 | $362.2K | 0.01% | +6,855 | New |
| Avantax Advisory Services, Inc. | 6,909 | $365.0K | 0.00% | +259+3.9% | Added |
| TD Private Client Wealth LLC | 6,961 | $367.8K | 0.01% | +885+14.6% | Added |
| Lindenwold Advisors | 6,985 | $369.1K | 0.20% | +1,462+26.5% | Added |
| MOKAN Wealth Management Inc. | 7,008 | $370.3K | 0.24% | +7,008 | New |
| Moody Lynn & Lieberson, LLC | 7,197 | $380.3K | 0.02% | +60+0.8% | Added |
| Brinker Capital Investments, LLC | 7,222 | $381.6K | 0.00% | +1,623+29.0% | Added |
| Orion Portfolio Solutions, LLC | 7,222 | $381.6K | 0.00% | +1,623+29.0% | Added |
| Flagship Harbor Advisors, LLC | 7,232 | $382.1K | 0.02% | −153−2.1% | Reduced |
| Utah Retirement Systems | 7,400 | $391.0K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 7,443 | $393.3K | 0.02% | +90+1.2% | Added |
| Pallas Capital Advisors LLC | 7,451 | $393.7K | 0.02% | −4,087−35.4% | Reduced |
| AdvisorShares Investments LLC | 7,600 | $401.6K | 0.08% | +7,600 | New |
| Captrust Financial Advisors | 7,707 | $407.2K | 0.00% | −3,462−31.0% | Reduced |
| Dorsey Wright & Associates | 7,803 | $412.0K | 0.10% | −10−0.1% | Reduced |
| Keybank National Association | 7,840 | $414.3K | 0.00% | −1,753−18.3% | Reduced |
| CWC Advisors, LLC. | 7,852 | $414.9K | 0.41% | −111−1.4% | Reduced |
| Maryland State Retirement & Pension System | 7,927 | $418.9K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 8,004 | $423.0K | 0.01% | −11,107−58.1% | Reduced |
| CIBC World Markets Inc. | 8,125 | $429.0K | 0.00% | +525+6.9% | Added |
| Dorsey & Whitney Trust CO LLC | 8,227 | $434.7K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,261 | $436.6K | 0.01% | +8,261 | New |
| Schonfeld Strategic Advisors LLC | 8,312 | $439.2K | 0.00% | +410+5.2% | Added |
| Walleye Trading LLC | 8,425 | $445.2K | 0.01% | +8,425 | New |
| Tradewinds, LLC. | 8,581 | $449.0K | 0.12% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,751 | $462.4K | 0.03% | +8,751 | New |
| TriaGen Wealth Management LLC | 8,854 | $467.8K | 0.16% | +117+1.3% | Added |
| Boston Family Office LLC | 9,000 | $476.0K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 9,104 | $481.1K | 0.01% | +1,338+17.2% | Added |
| Paradigm Financial Partners, LLC | 9,160 | $484.0K | 0.06% | −256−2.7% | Reduced |
| Teza Capital Management LLC | 9,208 | $486.6K | 0.07% | −33,566−78.5% | Reduced |
| Scotia Capital Inc. | 9,262 | $489.4K | 0.00% | +9,262 | New |
| Chesley Taft & Associates LLC | 9,341 | $493.6K | 0.02% | −59−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,485 | $501.2K | 0.00% | +1,290+15.7% | Added |
| Cresset Asset Management, LLC | 9,584 | $508.5K | 0.00% | −16,737−63.6% | Reduced |
| IFP Advisors, Inc | 9,670 | $510.9K | 0.02% | +119+1.2% | Added |
| Wedmont Private Capital | 9,607 | $515.2K | 0.03% | +100+1.1% | Added |
| Fulton Breakefield Broenniman LLC | 9,920 | $524.2K | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,048 | $530.9K | 0.00% | −197−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 10,046 | $531.1K | 0.00% | −33,222−76.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $532.1K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 10,098 | $533.6K | 0.02% | +10,098 | New |
| Sunbelt Securities, Inc. | 10,263 | $535.1K | 0.05% | −27−0.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,173 | $537.5K | 0.07% | +1,246+14.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,187 | $538.3K | 0.19% | +710+7.5% | Added |
| Caxton Associates LP | 10,253 | $541.8K | 0.02% | −16,892−62.2% | Reduced |
| Affinity Wealth Management LLC | 10,338 | $546.3K | 0.10% | −2,353−18.5% | Reduced |
| Securian Asset Management, Inc | 10,360 | $547.4K | 0.02% | −494−4.6% | Reduced |
| Fifth Third Bancorp | 10,459 | $552.7K | 0.00% | −548−5.0% | Reduced |
| Aviva PLC | 10,486 | $554.1K | 0.00% | +10,486 | New |
| First Citizens Bank & Trust Co | 10,552 | $557.6K | 0.01% | +392+3.9% | Added |
| Diversified Trust Co | 10,571 | $558.6K | 0.01% | +10,571 | New |
| TCM Advisors, LLC | – | $560.1K | 0.50% | – | – |
| D.A. Davidson & Co. | 10,666 | $563.6K | 0.00% | −68−0.6% | Reduced |
| Prudential PLC | 10,822 | $571.8K | 0.00% | −69,233−86.5% | Reduced |
| Natixis | 10,941 | $578.1K | 0.00% | +10,941 | New |
| Jones Financial Companies LLLP | 11,023 | $582.5K | 0.00% | +423+4.0% | Added |
| Neuberger Berman Group LLC | 11,142 | $588.7K | 0.00% | +3,207+40.4% | Added |
| Guggenheim Capital LLC | 11,172 | $590.3K | 0.00% | −10,514−48.5% | Reduced |
| Savant Capital, LLC | 11,216 | $592.7K | 0.00% | −2,707−19.4% | Reduced |
| New Vernon Capital Holdings II LLC | 11,314 | $597.8K | 0.41% | 00.0% | Unchanged |
| Quest Partners LLC | 11,387 | $601.7K | 0.08% | −954−7.7% | Reduced |
| Nebula Research & Development LLC | 11,579 | $611.8K | 0.07% | −10,377−47.3% | Reduced |
| RMB Capital Management, LLC | 11,632 | $614.6K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 11,751 | $620.9K | 0.00% | −6−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 11,752 | $621.0K | 0.01% | +8,659+280.0% | Added |
| Aviso Wealth Management | 11,917 | $629.7K | 0.32% | 00.0% | Unchanged |
| Hancock Whitney Corp | 11,944 | $631.1K | 0.02% | −3,718−23.7% | Reduced |
| US Bancorp | 12,358 | $653.0K | 0.00% | +233+1.9% | Added |
| Toroso Investments, LLC | 12,611 | $666.4K | 0.01% | −6,884−35.3% | Reduced |
| Elo Mutual Pension Insurance Co | 12,813 | $677.0K | 0.01% | +12,813 | New |
| TownSquare Capital, LLC | 12,824 | $677.6K | 0.01% | +1,969+18.1% | Added |
| Bokf, NA | 12,831 | $688.0K | 0.01% | +12,248+2,100.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,794 | $688.7K | 0.01% | +6,797+113.3% | Added |
| Farther Finance Advisors, LLC | 13,155 | $695.1K | 0.03% | −462−3.4% | Reduced |
| Inceptionr LLC | 13,169 | $695.9K | 0.16% | +2,542+23.9% | Added |
| Ieq Capital, LLC | 13,348 | $705.3K | 0.01% | +4,401+49.2% | Added |
| Russell Investments Group, Ltd. | 13,669 | $721.8K | 0.00% | −13,572−49.8% | Reduced |
| FIL Ltd | 13,668 | $722.2K | 0.00% | +5,584+69.1% | Added |
| Ethic Inc. | 13,996 | $739.6K | 0.01% | +2,932+26.5% | Added |
| Waldron Private Wealth LLC | 13,902 | $739.8K | 0.03% | +6,936+99.6% | Added |
| Bayesian Capital Management, LP | 14,427 | $762.3K | 0.09% | −6,900−32.4% | Reduced |
| Exchange Traded Concepts, LLC | 14,502 | $766.3K | 0.02% | −22,250−60.5% | Reduced |
| New York Life Investment Management LLC | 14,639 | $773.5K | 0.01% | −1,278−8.0% | Reduced |
| Range Financial Group LLC | 14,645 | $773.8K | 0.36% | +10,239+232.4% | Added |
| CCM Investment Group, LLC | 14,930 | $778.5K | 0.08% | +14,930 | New |
| Public Employees Retirement Association of Colorado | 14,802 | $782.0K | 0.00% | −439−2.9% | Reduced |
| IMC-Chicago, LLC | 14,828 | $783.5K | 0.02% | +3,239+27.9% | Added |
| RBF Capital, LLC | 15,000 | $792.6K | 0.04% | 00.0% | Unchanged |
| Advisory Research Inc | 15,075 | $796.6K | 0.13% | +83+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,228 | $805.0K | 0.00% | −4,256−21.8% | Reduced |
| Legacy Bridge, LLC | 15,277 | $807.2K | 0.42% | 00.0% | Unchanged |
| Group One Trading, L.P. | 15,548 | $821.6K | 0.03% | +4,670+42.9% | Added |