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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 15,581 | $823.3K | 0.03% | −17,718−53.2% | Reduced |
| Occudo Quantitative Strategies LP | 15,659 | $827.4K | 0.15% | +15,659 | New |
| Sovereign's Capital Management, LLC | 15,926 | $841.5K | 0.54% | +15,926 | New |
| Ascent Group, LLC | 15,981 | $844.4K | 0.06% | +39+0.2% | Added |
| JustInvest LLC | 16,833 | $889.5K | 0.01% | −434−2.5% | Reduced |
| MML Investors Services, LLC | 16,863 | $891.0K | 0.00% | +1,308+8.4% | Added |
| Rockland Trust Co | 16,866 | $891.2K | 0.05% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 16,887 | $892.3K | 0.04% | +5,380+46.8% | Added |
| Park Avenue Securities LLC | 16,998 | $898.0K | 0.01% | +1,141+7.2% | Added |
| Blueshift Asset Management, LLC | 17,081 | $902.6K | 0.33% | +17,081 | New |
| Baird Financial Group, Inc. | 17,099 | $903.5K | 0.00% | +1,490+9.5% | Added |
| Carlson Capital Management | 17,400 | $919.4K | 0.04% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 17,537 | $926.7K | 0.29% | +80.0% | Added |
| Sherbrooke Park Advisers LLC | 17,656 | $932.9K | 0.30% | +17,656 | New |
| Ifrah Financial Services, Inc. | 17,728 | $936.7K | 0.26% | −578−3.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $951.1K | 0.12% | 00.0% | Unchanged |
| Nomura Holdings Inc | 18,184 | $960.8K | 0.01% | +18,184 | New |
| Invst, LLC | 18,187 | $961.0K | 0.12% | +274+1.5% | Added |
| Kessler Investment Group, LLC | 18,327 | $968.4K | 0.46% | −708−3.7% | Reduced |
| HighTower Advisors, LLC | 19,184 | $1.01M | 0.00% | +1,202+6.7% | Added |
| Pictet Asset Management Holding SA | 19,188 | $1.01M | 0.00% | +999+5.5% | Added |
| Wealthfront Advisers LLC | 19,284 | $1.02M | 0.00% | −350−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 19,241 | $1.02M | 0.01% | +6,544+51.5% | Added |
| Xponance, Inc. | 19,655 | $1.04M | 0.01% | +784+4.2% | Added |
| Davy Global Fund Management Ltd | 20,026 | $1.06M | 0.12% | −729−3.5% | Reduced |
| Vident Advisory, LLC | 20,094 | $1.06M | 0.02% | +14,819+280.9% | Added |
| BW Gestao de Investimentos Ltda. | 20,100 | $1.06M | 0.05% | +20,100 | New |
| The PNC Financial Services Group, Inc. | 20,196 | $1.07M | 0.00% | +2,088+11.5% | Added |
| FORA Capital, LLC | 20,327 | $1.07M | 0.12% | +20,327 | New |
| RSM US Wealth Management LLC | 20,527 | $1.08M | 0.02% | +892+4.5% | Added |
| Chase Investment Counsel Corp | 21,000 | $1.11M | 0.36% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.11M | 0.33% | 00.0% | Unchanged |
| CWM, LLC | 21,128 | $1.12M | 0.00% | −8,132−27.8% | Reduced |
| Ceera Investments, LLC | 21,230 | $1.12M | 0.39% | −84−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,338 | $1.13M | 0.00% | −4,303−16.8% | Reduced |
| Convergence Investment Partners, LLC | 22,136 | $1.17M | 0.26% | −246−1.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 22,391 | $1.18M | 0.38% | +581+2.7% | Added |
| QRG Capital Management, Inc. | 22,906 | $1.21M | 0.01% | −54−0.2% | Reduced |
| HSBC Holdings PLC | 22,981 | $1.21M | 0.00% | +17,134+293.0% | Added |
| Huber Capital Management LLC | 23,200 | $1.23M | 0.24% | +3,000+14.9% | Added |
| Argyle Capital Management Inc. | 23,233 | $1.23M | 0.48% | +1,283+5.8% | Added |
| Colony Group, LLC | 23,705 | $1.25M | 0.00% | +16,638+235.4% | Added |
| Ontario Teachers Pension Plan Board | 24,457 | $1.29M | 0.02% | +10,488+75.1% | Added |
| Sterling Capital Management LLC | 24,572 | $1.30M | 0.02% | +1,460+6.3% | Added |
| LGT Group Foundation | 24,608 | $1.30M | 0.02% | −251−1.0% | Reduced |
| Credit Agricole S A | 24,915 | $1.32M | 0.00% | +16,309+189.5% | Added |
| Kestra Advisory Services, LLC | 25,651 | $1.36M | 0.01% | +803+3.2% | Added |
| Natixis Advisors, L.P. | 25,881 | $1.37M | 0.00% | +79+0.3% | Added |
| Wolverine Trading, LLC | 26,671 | $1.39M | 0.03% | +13,760+106.6% | Added |
| Omers Administration Corp | 26,600 | $1.41M | 0.01% | +26,600 | New |
| Susquehanna International Group, LLP | 26,608 | $1.41M | 0.00% | −1,277−4.6% | Reduced |
| Crestline Management, LP | 26,920 | $1.42M | 0.05% | +26,920 | New |
| CSS LLC | 27,138 | $1.43M | 0.09% | +14,690+118.0% | Added |
| Glenmede Trust Co NA | 27,414 | $1.45M | 0.01% | −3,939−12.6% | Reduced |
| Ameritas Investment Partners, Inc. | 27,450 | $1.45M | 0.05% | −1,189−4.2% | Reduced |
| Oregon Public Employees Retirement Fund | 27,924 | $1.48M | 0.03% | −500−1.8% | Reduced |
| Bank of Montreal | 28,247 | $1.49M | 0.00% | +3,313+13.3% | Added |
| Martingale Asset Management L P | 29,225 | $1.54M | 0.04% | +25,166+620.0% | Added |
| Kennondale Capital Management LLC | 29,286 | $1.55M | 1.67% | +29,286 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,267 | $1.60M | 0.01% | −504−1.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,384 | $1.61M | 0.20% | −259−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,458 | $1.61M | 0.04% | −512−1.7% | Reduced |
| Oak Thistle LLC | 30,527 | $1.61M | 0.48% | +30,527 | New |
| New Mexico Educational Retirement Board | 31,100 | $1.64M | 0.06% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 31,111 | $1.64M | 0.07% | +31,111 | New |
| Pathstone Holdings, LLC | 31,427 | $1.67M | 0.01% | +6,536+26.3% | Added |
| F/M Investments LLC | 32,082 | $1.70M | 0.06% | +5,677+21.5% | Added |
| Ritholtz Wealth Management | 32,195 | $1.70M | 0.05% | −2,659−7.6% | Reduced |
| Thrivent Financial for Lutherans | 32,246 | $1.70M | 0.00% | −47,444−59.5% | Reduced |
| Capital Fund Management S.A. | 32,345 | $1.71M | 0.02% | −7,686−19.2% | Reduced |
| State of Michigan Retirement System | 32,468 | $1.72M | 0.01% | −700−2.1% | Reduced |
| South Dakota Investment Council | 33,362 | $1.76M | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 33,479 | $1.77M | 0.00% | +33,479 | New |
| AXA S.A. | 33,815 | $1.79M | 0.01% | +16,718+97.8% | Added |
| Handelsbanken Fonder AB | 35,700 | $1.89M | 0.01% | −400−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 36,006 | $1.90M | 0.00% | +10,113+39.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,290 | $1.92M | 0.01% | −431−1.2% | Reduced |
| Two Sigma Investments, LP | 36,452 | $1.93M | 0.00% | −3,452−8.7% | Reduced |
| GWM Advisors LLC | 36,585 | $1.93M | 0.01% | +2,911+8.6% | Added |
| Cunning Capital Partners, LP | 37,575 | $1.99M | 1.23% | 00.0% | Unchanged |
| Cetera Investment Advisers | 37,598 | $1.99M | 0.00% | +4,313+13.0% | Added |
| Louisiana State Employees Retirement System | 38,000 | $2.01M | 0.04% | −700−1.8% | Reduced |
| Zacks Investment Management | 38,774 | $2.05M | 0.02% | +5,870+17.8% | Added |
| M&T Bank Corp | 39,903 | $2.11M | 0.01% | +1,611+4.2% | Added |
| Arizona State Retirement System | 40,512 | $2.14M | 0.01% | +338+0.8% | Added |
| Illinois Municipal Retirement Fund | 41,801 | $2.21M | 0.03% | +9,373+28.9% | Added |
| Human Investing LLC | 41,939 | $2.22M | 0.39% | −119−0.3% | Reduced |
| Optimist Retirement Group LLC | 42,846 | $2.26M | 1.07% | −236−0.5% | Reduced |
| Agf Management Ltd | 43,886 | $2.32M | 0.01% | −4,152−8.6% | Reduced |
| Pinebridge Investments, L.P. | 44,130 | $2.33M | 0.02% | +11,604+35.7% | Added |
| Deutsche Bank AG | 44,395 | $2.35M | 0.00% | +1,111+2.6% | Added |
| Quantinno Capital Management LP | 44,845 | $2.37M | 0.02% | −13,864−23.6% | Reduced |
| LGT Fund Management Co Ltd. | 45,020 | $2.38M | 0.21% | +45,020 | New |
| Campbell & CO Investment Adviser LLC | 46,538 | $2.46M | 0.19% | +8,696+23.0% | Added |
| Burney Co | 46,586 | $2.46M | 0.09% | +869+1.9% | Added |
| Auxier Asset Management | 46,697 | $2.47M | 0.38% | −2,823−5.7% | Reduced |
| Tealwood Asset Management Inc | 47,215 | $2.50M | 1.03% | +481+1.0% | Added |
| Teachers Retirement System of the State of Kentucky | 47,628 | $2.52M | 0.02% | −2,150−4.3% | Reduced |
| Squarepoint Ops LLC | 48,522 | $2.56M | 0.01% | +48,522 | New |
| Police & Firemen's Retirement System of New Jersey | 49,657 | $2.62M | 0.03% | +49,657 | New |