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, 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 |
|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 313,013 | $16.5M | 0.53% | −931−0.3% | Reduced |
| Principal Financial Group Inc | 315,211 | $16.7M | 0.01% | −8,341−2.6% | Reduced |
| Ameriprise Financial Inc | 331,502 | $17.5M | 0.00% | +106,685+47.5% | Added |
| Voya Investment Management LLC | 337,931 | $17.9M | 0.02% | +7,171+2.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 374,600 | $19.5M | 0.09% | +119,200+46.7% | Added |
| SEI Investments Co | 371,743 | $19.6M | 0.03% | +34,089+10.1% | Added |
| Retirement Systems of Alabama | 384,026 | $20.3M | 0.08% | +57,219+17.5% | Added |
| First Trust Advisors LP | 389,955 | $20.6M | 0.02% | −39,179−9.1% | Reduced |
| Rhumbline Advisers | 410,275 | $21.7M | 0.02% | −360.0% | Reduced |
| Bridgewater Associates, LP | 440,476 | $23.3M | 0.11% | +130,812+42.2% | Added |
| Prevatt Capital Ltd | 460,000 | $24.3M | 7.11% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 473,112 | $25.0M | 0.05% | +243,100+105.7% | Added |
| Boston Trust Walden Corp | 483,572 | $25.6M | 0.18% | +483,572 | New |
| Blue Whale Capital LLP | 489,690 | $25.9M | 1.92% | −21,792−4.3% | Reduced |
| Citadel Advisors LLC | 506,641 | $26.8M | 0.02% | +276,742+120.4% | Added |
| California Public Employees Retirement System | 545,643 | $28.8M | 0.02% | −18,557−3.3% | Reduced |
| Envestnet Asset Management Inc | 597,699 | $31.6M | 0.01% | +9,717+1.7% | Added |
| BNP Paribas Arbitrage, SA | 608,738 | $32.2M | 0.02% | +93,766+18.2% | Added |
| JPMorgan Chase & Co | 644,417 | $34.1M | 0.00% | −109,870−14.6% | Reduced |
| Nuveen Asset Management, LLC | 649,361 | $34.3M | 0.01% | −137,493−17.5% | Reduced |
| Truist Financial Corp | 676,294 | $35.7M | 0.06% | +19,593+3.0% | Added |
| Goldman Sachs Group Inc | 736,405 | $38.9M | 0.01% | −216,406−22.7% | Reduced |
| Clark Capital Management Group, Inc. | 764,320 | $40.4M | 0.28% | +5,607+0.7% | Added |
| UBS Asset Management Americas Inc | 822,378 | $43.5M | 0.01% | +124,277+17.8% | Added |
| UBS Group AG | 823,491 | $43.5M | 0.01% | +650,300+375.5% | Added |
| Wedge Capital Management L L P | 884,714 | $46.7M | 0.84% | +107,450+13.8% | Added |
| Bank of America Corp | 914,884 | $48.3M | 0.00% | +121,455+15.3% | Added |
| Price T Rowe Associates Inc | 967,369 | $51.1M | 0.01% | −4,973−0.5% | Reduced |
| Norges Bank | 1,083,509 | $57.3M | 0.01% | −256,837−19.2% | Reduced |
| NewEdge Wealth, LLC | 1,095,712 | $57.9M | 1.00% | +113,216+11.5% | Added |
| Qube Research & Technologies Ltd | 1,208,108 | $63.8M | 0.10% | +77,959+6.9% | Added |
| Royal Bank of Canada | 1,234,187 | $65.2M | 0.01% | +1,904+0.2% | Added |
| LSV Asset Management | 1,458,633 | $77.1M | 0.18% | −66,518−4.4% | Reduced |
| Invesco Ltd. | 1,574,552 | $83.2M | 0.02% | +330,279+26.5% | Added |
| Bank of New York Mellon Corp | 1,684,738 | $89.0M | 0.02% | +47,920+2.9% | Added |
| Wellington Management Group LLP | 2,022,478 | $106.9M | 0.02% | −313,233−13.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,050,678 | $108.4M | 0.09% | +232,095+12.8% | Added |
| Morgan Stanley | 2,171,363 | $114.7M | 0.01% | +2,768+0.1% | Added |
| AQR Capital Management LLC | 2,250,059 | $118.9M | 0.15% | +120,181+5.6% | Added |
| Dimensional Fund Advisors LP | 2,335,353 | $123.4M | 0.03% | +30,244+1.3% | Added |
| Northern Trust Corp | 2,345,222 | $123.9M | 0.02% | +191,595+8.9% | Added |
| Lazard Asset Management LLC | 2,585,026 | $136.6M | 0.20% | +695,581+36.8% | Added |
| Geode Capital Management, LLC | 2,600,772 | $137.5M | 0.01% | −14,169−0.5% | Reduced |
| Pacer Advisors, Inc. | 2,735,189 | $144.5M | 0.32% | +476,892+21.1% | Added |
| Boston Partners | 4,500,552 | $237.8M | 0.29% | +1,660,319+58.5% | Added |
| State Street Corp | 4,594,421 | $244.4M | 0.01% | +103,055+2.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,701,896 | $248.4M | 0.94% | +523,353+12.5% | Added |
| Charles Schwab Investment Management Inc | 5,219,462 | $275.8M | 0.05% | +282,633+5.7% | Added |
| Vanguard Group Inc | 14,253,276 | $753.1M | 0.01% | +35,945+0.3% | Added |
| FMR LLC | 14,408,991 | $761.4M | 0.05% | −4,523,454−23.9% | Reduced |
| BlackRock, Inc. | 16,440,642 | $868.7M | 0.02% | +263,739+1.6% | Added |
| Strategic Wealth Designers | 93,566 | – | – | +93,566 | New |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −186,902−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −104,271−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −95,425−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −87,670−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −87,532−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −72,110−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −63,595−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −40,698−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −31,900−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,343−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −28,652−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −27,407−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −26,363−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −24,376−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −19,519−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,230−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −18,051−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −17,406−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −13,667−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −11,617−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −10,122−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −9,289−100.0% | Sold out |
| True Vision MN LLC | 0 | $0 | 0.00% | −7,306−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −7,295−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −6,344−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −24,785−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −5,043−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −4,713−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −4,663−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,024−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −3,945−100.0% | Sold out |
| Hyperion Capital Advisors LP | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −3,757−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −3,664−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,634−100.0% | Sold out |
| Taylor Hoffman Capital Management LLC | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −3,380−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,571−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −3,271−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −3,218−100.0% | Sold out |