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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 49,835 | $2.63M | 0.03% | −2,908−5.5% | Reduced |
| State of New Jersey Common Pension Fund D | 50,873 | $2.69M | 0.01% | −218−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 50,889 | $2.69M | 0.01% | +50,889 | New |
| Allspring Global Investments Holdings, LLC | 50,774 | $2.70M | 0.00% | −68,620−57.5% | Reduced |
| Mariner, LLC | 52,170 | $2.76M | 0.00% | +5,027+10.7% | Added |
| Caisse de Depot Et Placement du Quebec | 52,170 | $2.76M | 0.01% | −30,430−36.8% | Reduced |
| Ensign Peak Advisors, Inc | 52,299 | $2.76M | 0.00% | −29,938−36.4% | Reduced |
| Rockefeller Capital Management L.P. | 52,489 | $2.77M | 0.01% | −1,132−2.1% | Reduced |
| Kendall Capital Management | 52,535 | $2.78M | 0.81% | +6,990+15.3% | Added |
| Prudential Financial Inc | 46,567 | $2.80M | 0.00% | +10,210+28.1% | Added |
| Rings Capital Management LLC | 53,000 | $2.80M | 1.46% | 00.0% | Unchanged |
| Monument Capital Management | 53,715 | $2.84M | 0.78% | +1,075+2.0% | Added |
| PGGM Investments | 54,159 | $2.86M | 0.04% | −4,765−8.1% | Reduced |
| Commerce Bank | 55,029 | $2.91M | 0.02% | −50−0.1% | Reduced |
| State of Tennessee, Treasury Department | 55,436 | $2.93M | 0.01% | −1,564−2.7% | Reduced |
| Aurora Investment Counsel | 56,180 | $2.97M | 1.63% | +56,180 | New |
| Alaska Permanent Fund Corp | 56,639 | $2.99M | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 56,821 | $3.00M | 0.03% | +55,444+4,026.4% | Added |
| Mackenzie Financial Corp | 58,553 | $3.09M | 0.00% | −2,758−4.5% | Reduced |
| State of Alaska, Department of Revenue | 58,628 | $3.10M | 0.03% | +12,390+26.8% | Added |
| Round Hill Asset Management | 59,090 | $3.12M | 2.20% | −1,363−2.3% | Reduced |
| Renaissance Technologies LLC | 59,800 | $3.16M | 0.00% | −510,300−89.5% | Reduced |
| KLP Kapitalforvaltning AS | 59,900 | $3.18M | 0.02% | +59,900 | New |
| Stifel Financial Corp | 61,897 | $3.27M | 0.00% | −3,072−4.7% | Reduced |
| TrimTabs Asset Management, LLC | 64,511 | $3.41M | 0.45% | +20,460+46.4% | Added |
| Janus Henderson Group PLC | 64,840 | $3.43M | 0.00% | +1,981+3.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 65,155 | $3.44M | 0.04% | +65,155 | New |
| Amalgamated Bank | 65,721 | $3.47M | 0.03% | −4,372−6.2% | Reduced |
| Janney Montgomery Scott LLC | 66,780 | $3.53M | 0.01% | +655+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 67,192 | $3.55M | 0.16% | −13,058−16.3% | Reduced |
| Citigroup Inc | 67,910 | $3.59M | 0.00% | +33,723+98.6% | Added |
| Creative Planning | 71,259 | $3.77M | 0.00% | −14,916−17.3% | Reduced |
| Macquarie Group Ltd | 71,591 | $3.78M | 0.00% | +7,879+12.4% | Added |
| Mutual of America Capital Management LLC | 72,394 | $3.83M | 0.04% | −3,051−4.0% | Reduced |
| Man Group plc | 72,619 | $3.84M | 0.01% | +42,359+140.0% | Added |
| Nisa Investment Advisors, LLC | 72,482 | $3.86M | 0.01% | −10,845−13.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 73,434 | $3.88M | 0.03% | −10,909−12.9% | Reduced |
| Leuthold Group, LLC | 73,669 | $3.89M | 0.47% | +73,669 | New |
| Victory Capital Management Inc | 74,605 | $3.94M | 0.00% | −424,936−85.1% | Reduced |
| MetLife Investment Management | 78,475 | $4.15M | 0.02% | +5,110+7.0% | Added |
| Allianz Asset Management GmbH | 78,778 | $4.16M | 0.01% | −25,304−24.3% | Reduced |
| Ruffer LLP | 79,547 | $4.20M | 0.15% | +79,547 | New |
| Brandywine Global Investment Management, LLC | 85,816 | $4.53M | 0.03% | −5,833−6.4% | Reduced |
| Verition Fund Management LLC | 86,151 | $4.55M | 0.02% | +61,571+250.5% | Added |
| Amundi | 87,240 | $4.74M | 0.00% | +1,307+1.5% | Added |
| Federated Hermes, Inc. | 89,918 | $4.75M | 0.01% | +73,327+442.0% | Added |
| Alberta Investment Management Corp | 90,000 | $4.76M | 0.03% | +30,100+50.3% | Added |
| New York State Common Retirement Fund | 90,779 | $4.80M | 0.01% | −3,500−3.7% | Reduced |
| State of Wisconsin Investment Board | 92,892 | $4.91M | 0.01% | −3,266−3.4% | Reduced |
| Segall Bryant & Hamill, LLC | 95,116 | $5.03M | 0.07% | −100.0% | Reduced |
| LPL Financial LLC | 98,592 | $5.21M | 0.00% | +25,215+34.4% | Added |
| Wells Fargo & Company | 98,872 | $5.22M | 0.00% | −5,415−5.2% | Reduced |
| Crawford Investment Counsel Inc | 101,417 | $5.36M | 0.10% | +1,741+1.7% | Added |
| Redwood Investment Management, LLC | 102,452 | $5.41M | 0.53% | +26,102+34.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 101,800 | $5.44M | 0.02% | +15,379+17.8% | Added |
| American Century Companies Inc | 103,360 | $5.46M | 0.00% | −122,857−54.3% | Reduced |
| PEAK6 LLC | 104,617 | $5.53M | 0.22% | +104,617 | New |
| Crossmark Global Holdings, Inc. | 107,075 | $5.66M | 0.10% | +3,280+3.2% | Added |
| Manufacturers Life Insurance Company, The | 108,973 | $5.76M | 0.01% | −3,837−3.4% | Reduced |
| Treasurer of the State of North Carolina | 109,456 | $5.78M | 0.02% | +2,241+2.1% | Added |
| Comerica Bank | 110,603 | $5.84M | 0.02% | +1,863+1.7% | Added |
| Rodgers Brothers Inc. | 110,700 | $5.85M | 0.76% | −2,950−2.6% | Reduced |
| Nordea Investment Management AB | 118,616 | $6.26M | 0.01% | +6,701+6.0% | Added |
| Tectonic Advisors LLC | 120,808 | $6.38M | 0.42% | +13,090+12.2% | Added |
| Great West Life Assurance Co | 123,685 | $6.54M | 0.01% | −63,588−34.0% | Reduced |
| Teacher Retirement System of Texas | 125,340 | $6.62M | 0.02% | −658−0.5% | Reduced |
| Cerity Partners LLC | 115,637 | $6.80M | 0.01% | −17,026−12.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 129,595 | $6.85M | 0.02% | +21,934+20.4% | Added |
| California State Teachers Retirement System | 130,544 | $6.90M | 0.01% | −2,165−1.6% | Reduced |
| Millennium Management LLC | 131,151 | $6.93M | 0.01% | −159,364−54.9% | Reduced |
| Barclays PLC | 133,539 | $7.06M | 0.00% | +40,239+43.1% | Added |
| Jane Street Group, LLC | 142,360 | $7.52M | 0.01% | +52,364+58.2% | Added |
| DekaBank Deutsche Girozentrale | 154,795 | $8.12M | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 155,394 | $8.21M | 0.04% | −9,994−6.0% | Reduced |
| Royce & Associates LP | 156,056 | $8.25M | 0.08% | −8,500−5.2% | Reduced |
| CI Private Wealth, LLC | 158,399 | $8.37M | 0.01% | −3,640−2.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 162,833 | $8.60M | 0.03% | −15,440−8.7% | Reduced |
| New York State Teachers Retirement System | 165,480 | $8.74M | 0.02% | −7,061−4.1% | Reduced |
| State Board of Administration of Florida Retirement System | 168,183 | $8.89M | 0.02% | −140−0.1% | Reduced |
| Intech Investment Management LLC | 181,409 | $9.59M | 0.09% | +168,821+1,341.1% | Added |
| Financial Counselors Inc | 183,423 | $9.69M | 0.14% | −5,318−2.8% | Reduced |
| Sound Income Strategies, LLC | 184,374 | $9.74M | 0.60% | +1,542+0.8% | Added |
| Schroder Investment Management Group | 193,339 | $10.1M | 0.01% | −12,005−5.8% | Reduced |
| Acadian Asset Management LLC | 192,728 | $10.2M | 0.03% | +150,106+352.2% | Added |
| Ibex Wealth Advisors | 193,608 | $10.2M | 1.20% | +193,608 | New |
| Storebrand Asset Management AS | 194,181 | $10.3M | 0.03% | −86,923−30.9% | Reduced |
| Alliancebernstein L.P. | 195,991 | $10.4M | 0.00% | −1,975−1.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 199,920 | $10.6M | 0.02% | +199,920 | New |
| Empowered Funds, LLC | 200,392 | $10.6M | 0.15% | +70,501+54.3% | Added |
| Raymond James Financial Inc | 202,973 | $10.7M | 0.00% | +202,973 | New |
| Los Angeles Capital Management LLC | 216,165 | $11.4M | 0.05% | +118,857+122.1% | Added |
| D. E. Shaw & Co., Inc. | 226,279 | $12.0M | 0.01% | +8,487+3.9% | Added |
| Cambria Investment Management, L.P. | 227,669 | $12.0M | 0.73% | +4,338+1.9% | Added |
| Swiss National Bank | 274,500 | $14.5M | 0.01% | +2,200+0.8% | Added |
| Legal & General Group Plc | 283,643 | $15.0M | 0.00% | −1,523−0.5% | Reduced |
| Swedbank AB | 285,382 | $15.1M | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 291,389 | $15.4M | 0.16% | −184,850−38.8% | Reduced |
| Liontrust Investment Partners LLP | 292,884 | $15.5M | 0.22% | +292,884 | New |
| Franklin Resources Inc | 296,509 | $15.7M | 0.00% | +46,229+18.5% | Added |
| Alps Advisors Inc | 298,794 | $15.8M | 0.10% | +42,054+16.4% | Added |