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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 98,592 | $5.21M | 0.00% | +25,215+34.4% | Added |
| Segall Bryant & Hamill, LLC | 95,116 | $5.03M | 0.07% | −100.0% | Reduced |
| State of Wisconsin Investment Board | 92,892 | $4.91M | 0.01% | −3,266−3.4% | Reduced |
| New York State Common Retirement Fund | 90,779 | $4.80M | 0.01% | −3,500−3.7% | Reduced |
| Alberta Investment Management Corp | 90,000 | $4.76M | 0.03% | +30,100+50.3% | Added |
| Federated Hermes, Inc. | 89,918 | $4.75M | 0.01% | +73,327+442.0% | Added |
| Amundi | 87,240 | $4.74M | 0.00% | +1,307+1.5% | Added |
| Verition Fund Management LLC | 86,151 | $4.55M | 0.02% | +61,571+250.5% | Added |
| Brandywine Global Investment Management, LLC | 85,816 | $4.53M | 0.03% | −5,833−6.4% | Reduced |
| Ruffer LLP | 79,547 | $4.20M | 0.15% | +79,547 | New |
| Allianz Asset Management GmbH | 78,778 | $4.16M | 0.01% | −25,304−24.3% | Reduced |
| MetLife Investment Management | 78,475 | $4.15M | 0.02% | +5,110+7.0% | Added |
| Victory Capital Management Inc | 74,605 | $3.94M | 0.00% | −424,936−85.1% | Reduced |
| Leuthold Group, LLC | 73,669 | $3.89M | 0.47% | +73,669 | New |
| O'Shaughnessy Asset Management, LLC | 73,434 | $3.88M | 0.03% | −10,909−12.9% | Reduced |
| Nisa Investment Advisors, LLC | 72,482 | $3.86M | 0.01% | −10,845−13.0% | Reduced |
| Man Group plc | 72,619 | $3.84M | 0.01% | +42,359+140.0% | Added |
| Mutual of America Capital Management LLC | 72,394 | $3.83M | 0.04% | −3,051−4.0% | Reduced |
| Macquarie Group Ltd | 71,591 | $3.78M | 0.00% | +7,879+12.4% | Added |
| Creative Planning | 71,259 | $3.77M | 0.00% | −14,916−17.3% | Reduced |
| Citigroup Inc | 67,910 | $3.59M | 0.00% | +33,723+98.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 67,192 | $3.55M | 0.16% | −13,058−16.3% | Reduced |
| Janney Montgomery Scott LLC | 66,780 | $3.53M | 0.01% | +655+1.0% | Added |
| Amalgamated Bank | 65,721 | $3.47M | 0.03% | −4,372−6.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 65,155 | $3.44M | 0.04% | +65,155 | New |
| Janus Henderson Group PLC | 64,840 | $3.43M | 0.00% | +1,981+3.2% | Added |
| TrimTabs Asset Management, LLC | 64,511 | $3.41M | 0.45% | +20,460+46.4% | Added |
| Stifel Financial Corp | 61,897 | $3.27M | 0.00% | −3,072−4.7% | Reduced |
| KLP Kapitalforvaltning AS | 59,900 | $3.18M | 0.02% | +59,900 | New |
| Renaissance Technologies LLC | 59,800 | $3.16M | 0.00% | −510,300−89.5% | Reduced |
| Round Hill Asset Management | 59,090 | $3.12M | 2.20% | −1,363−2.3% | Reduced |
| State of Alaska, Department of Revenue | 58,628 | $3.10M | 0.03% | +12,390+26.8% | Added |
| Mackenzie Financial Corp | 58,553 | $3.09M | 0.00% | −2,758−4.5% | Reduced |
| Walleye Capital LLC | 56,821 | $3.00M | 0.03% | +55,444+4,026.4% | Added |
| Alaska Permanent Fund Corp | 56,639 | $2.99M | 0.04% | 00.0% | Unchanged |
| Aurora Investment Counsel | 56,180 | $2.97M | 1.63% | +56,180 | New |
| State of Tennessee, Treasury Department | 55,436 | $2.93M | 0.01% | −1,564−2.7% | Reduced |
| Commerce Bank | 55,029 | $2.91M | 0.02% | −50−0.1% | Reduced |
| PGGM Investments | 54,159 | $2.86M | 0.04% | −4,765−8.1% | Reduced |
| Monument Capital Management | 53,715 | $2.84M | 0.78% | +1,075+2.0% | Added |
| Rings Capital Management LLC | 53,000 | $2.80M | 1.46% | 00.0% | Unchanged |
| Prudential Financial Inc | 46,567 | $2.80M | 0.00% | +10,210+28.1% | Added |
| Kendall Capital Management | 52,535 | $2.78M | 0.81% | +6,990+15.3% | Added |
| Rockefeller Capital Management L.P. | 52,489 | $2.77M | 0.01% | −1,132−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 52,299 | $2.76M | 0.00% | −29,938−36.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 52,170 | $2.76M | 0.01% | −30,430−36.8% | Reduced |
| Mariner, LLC | 52,170 | $2.76M | 0.00% | +5,027+10.7% | Added |
| Allspring Global Investments Holdings, LLC | 50,774 | $2.70M | 0.00% | −68,620−57.5% | Reduced |
| Public Employees Retirement System of Ohio | 50,889 | $2.69M | 0.01% | +50,889 | New |
| State of New Jersey Common Pension Fund D | 50,873 | $2.69M | 0.01% | −218−0.4% | Reduced |
| Yousif Capital Management, LLC | 49,835 | $2.63M | 0.03% | −2,908−5.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 49,657 | $2.62M | 0.03% | +49,657 | New |
| Squarepoint Ops LLC | 48,522 | $2.56M | 0.01% | +48,522 | New |
| Teachers Retirement System of the State of Kentucky | 47,628 | $2.52M | 0.02% | −2,150−4.3% | Reduced |
| Tealwood Asset Management Inc | 47,215 | $2.50M | 1.03% | +481+1.0% | Added |
| Auxier Asset Management | 46,697 | $2.47M | 0.38% | −2,823−5.7% | Reduced |
| Burney Co | 46,586 | $2.46M | 0.09% | +869+1.9% | Added |
| Campbell & CO Investment Adviser LLC | 46,538 | $2.46M | 0.19% | +8,696+23.0% | Added |
| LGT Fund Management Co Ltd. | 45,020 | $2.38M | 0.21% | +45,020 | New |
| Quantinno Capital Management LP | 44,845 | $2.37M | 0.02% | −13,864−23.6% | Reduced |
| Deutsche Bank AG | 44,395 | $2.35M | 0.00% | +1,111+2.6% | Added |
| Pinebridge Investments, L.P. | 44,130 | $2.33M | 0.02% | +11,604+35.7% | Added |
| Agf Management Ltd | 43,886 | $2.32M | 0.01% | −4,152−8.6% | Reduced |
| Optimist Retirement Group LLC | 42,846 | $2.26M | 1.07% | −236−0.5% | Reduced |
| Human Investing LLC | 41,939 | $2.22M | 0.39% | −119−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 41,801 | $2.21M | 0.03% | +9,373+28.9% | Added |
| Arizona State Retirement System | 40,512 | $2.14M | 0.01% | +338+0.8% | Added |
| M&T Bank Corp | 39,903 | $2.11M | 0.01% | +1,611+4.2% | Added |
| Zacks Investment Management | 38,774 | $2.05M | 0.02% | +5,870+17.8% | Added |
| Louisiana State Employees Retirement System | 38,000 | $2.01M | 0.04% | −700−1.8% | Reduced |
| Cetera Investment Advisers | 37,598 | $1.99M | 0.00% | +4,313+13.0% | Added |
| Cunning Capital Partners, LP | 37,575 | $1.99M | 1.23% | 00.0% | Unchanged |
| GWM Advisors LLC | 36,585 | $1.93M | 0.01% | +2,911+8.6% | Added |
| Two Sigma Investments, LP | 36,452 | $1.93M | 0.00% | −3,452−8.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,290 | $1.92M | 0.01% | −431−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 36,006 | $1.90M | 0.00% | +10,113+39.1% | Added |
| Handelsbanken Fonder AB | 35,700 | $1.89M | 0.01% | −400−1.1% | Reduced |
| AXA S.A. | 33,815 | $1.79M | 0.01% | +16,718+97.8% | Added |
| Mercer Global Advisors Inc | 33,479 | $1.77M | 0.00% | +33,479 | New |
| South Dakota Investment Council | 33,362 | $1.76M | 0.04% | 00.0% | Unchanged |
| State of Michigan Retirement System | 32,468 | $1.72M | 0.01% | −700−2.1% | Reduced |
| Capital Fund Management S.A. | 32,345 | $1.71M | 0.02% | −7,686−19.2% | Reduced |
| Thrivent Financial for Lutherans | 32,246 | $1.70M | 0.00% | −47,444−59.5% | Reduced |
| Ritholtz Wealth Management | 32,195 | $1.70M | 0.05% | −2,659−7.6% | Reduced |
| F/M Investments LLC | 32,082 | $1.70M | 0.06% | +5,677+21.5% | Added |
| Pathstone Holdings, LLC | 31,427 | $1.67M | 0.01% | +6,536+26.3% | Added |
| New Age Alpha Advisors, LLC | 31,111 | $1.64M | 0.07% | +31,111 | New |
| New Mexico Educational Retirement Board | 31,100 | $1.64M | 0.06% | 00.0% | Unchanged |
| Oak Thistle LLC | 30,527 | $1.61M | 0.48% | +30,527 | New |
| Northwestern Mutual Investment Management Company, LLC | 30,458 | $1.61M | 0.04% | −512−1.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,384 | $1.61M | 0.20% | −259−0.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,267 | $1.60M | 0.01% | −504−1.6% | Reduced |
| Kennondale Capital Management LLC | 29,286 | $1.55M | 1.67% | +29,286 | New |
| Martingale Asset Management L P | 29,225 | $1.54M | 0.04% | +25,166+620.0% | Added |
| Bank of Montreal | 28,247 | $1.49M | 0.00% | +3,313+13.3% | Added |
| Oregon Public Employees Retirement Fund | 27,924 | $1.48M | 0.03% | −500−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 27,450 | $1.45M | 0.05% | −1,189−4.2% | Reduced |
| Glenmede Trust Co NA | 27,414 | $1.45M | 0.01% | −3,939−12.6% | Reduced |
| CSS LLC | 27,138 | $1.43M | 0.09% | +14,690+118.0% | Added |
| Crestline Management, LP | 26,920 | $1.42M | 0.05% | +26,920 | New |