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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 26,608 | $1.41M | 0.00% | −1,277−4.6% | Reduced |
| Omers Administration Corp | 26,600 | $1.41M | 0.01% | +26,600 | New |
| Wolverine Trading, LLC | 26,671 | $1.39M | 0.03% | +13,760+106.6% | Added |
| Natixis Advisors, L.P. | 25,881 | $1.37M | 0.00% | +79+0.3% | Added |
| Kestra Advisory Services, LLC | 25,651 | $1.36M | 0.01% | +803+3.2% | Added |
| Credit Agricole S A | 24,915 | $1.32M | 0.00% | +16,309+189.5% | Added |
| LGT Group Foundation | 24,608 | $1.30M | 0.02% | −251−1.0% | Reduced |
| Sterling Capital Management LLC | 24,572 | $1.30M | 0.02% | +1,460+6.3% | Added |
| Ontario Teachers Pension Plan Board | 24,457 | $1.29M | 0.02% | +10,488+75.1% | Added |
| Colony Group, LLC | 23,705 | $1.25M | 0.00% | +16,638+235.4% | Added |
| Argyle Capital Management Inc. | 23,233 | $1.23M | 0.48% | +1,283+5.8% | Added |
| Huber Capital Management LLC | 23,200 | $1.23M | 0.24% | +3,000+14.9% | Added |
| HSBC Holdings PLC | 22,981 | $1.21M | 0.00% | +17,134+293.0% | Added |
| QRG Capital Management, Inc. | 22,906 | $1.21M | 0.01% | −54−0.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 22,391 | $1.18M | 0.38% | +581+2.7% | Added |
| Convergence Investment Partners, LLC | 22,136 | $1.17M | 0.26% | −246−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,338 | $1.13M | 0.00% | −4,303−16.8% | Reduced |
| Ceera Investments, LLC | 21,230 | $1.12M | 0.39% | −84−0.4% | Reduced |
| CWM, LLC | 21,128 | $1.12M | 0.00% | −8,132−27.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.11M | 0.33% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 21,000 | $1.11M | 0.36% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 20,527 | $1.08M | 0.02% | +892+4.5% | Added |
| FORA Capital, LLC | 20,327 | $1.07M | 0.12% | +20,327 | New |
| The PNC Financial Services Group, Inc. | 20,196 | $1.07M | 0.00% | +2,088+11.5% | Added |
| BW Gestao de Investimentos Ltda. | 20,100 | $1.06M | 0.05% | +20,100 | New |
| Vident Advisory, LLC | 20,094 | $1.06M | 0.02% | +14,819+280.9% | Added |
| Davy Global Fund Management Ltd | 20,026 | $1.06M | 0.12% | −729−3.5% | Reduced |
| Xponance, Inc. | 19,655 | $1.04M | 0.01% | +784+4.2% | Added |
| Atria Wealth Solutions, Inc. | 19,241 | $1.02M | 0.01% | +6,544+51.5% | Added |
| Wealthfront Advisers LLC | 19,284 | $1.02M | 0.00% | −350−1.8% | Reduced |
| Pictet Asset Management Holding SA | 19,188 | $1.01M | 0.00% | +999+5.5% | Added |
| HighTower Advisors, LLC | 19,184 | $1.01M | 0.00% | +1,202+6.7% | Added |
| Kessler Investment Group, LLC | 18,327 | $968.4K | 0.46% | −708−3.7% | Reduced |
| Invst, LLC | 18,187 | $961.0K | 0.12% | +274+1.5% | Added |
| Nomura Holdings Inc | 18,184 | $960.8K | 0.01% | +18,184 | New |
| NJ State Employees Deferred Compensation Plan | 18,000 | $951.1K | 0.12% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 17,728 | $936.7K | 0.26% | −578−3.2% | Reduced |
| Sherbrooke Park Advisers LLC | 17,656 | $932.9K | 0.30% | +17,656 | New |
| MSH Capital Advisors LLC | 17,537 | $926.7K | 0.29% | +80.0% | Added |
| Carlson Capital Management | 17,400 | $919.4K | 0.04% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 17,099 | $903.5K | 0.00% | +1,490+9.5% | Added |
| Blueshift Asset Management, LLC | 17,081 | $902.6K | 0.33% | +17,081 | New |
| Park Avenue Securities LLC | 16,998 | $898.0K | 0.01% | +1,141+7.2% | Added |
| CWA Asset Management Group, LLC | 16,887 | $892.3K | 0.04% | +5,380+46.8% | Added |
| Rockland Trust Co | 16,866 | $891.2K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,863 | $891.0K | 0.00% | +1,308+8.4% | Added |
| JustInvest LLC | 16,833 | $889.5K | 0.01% | −434−2.5% | Reduced |
| Ascent Group, LLC | 15,981 | $844.4K | 0.06% | +39+0.2% | Added |
| Sovereign's Capital Management, LLC | 15,926 | $841.5K | 0.54% | +15,926 | New |
| Occudo Quantitative Strategies LP | 15,659 | $827.4K | 0.15% | +15,659 | New |
| Centiva Capital, LP | 15,581 | $823.3K | 0.03% | −17,718−53.2% | Reduced |
| Group One Trading, L.P. | 15,548 | $821.6K | 0.03% | +4,670+42.9% | Added |
| Legacy Bridge, LLC | 15,277 | $807.2K | 0.42% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,228 | $805.0K | 0.00% | −4,256−21.8% | Reduced |
| Advisory Research Inc | 15,075 | $796.6K | 0.13% | +83+0.6% | Added |
| RBF Capital, LLC | 15,000 | $792.6K | 0.04% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 14,828 | $783.5K | 0.02% | +3,239+27.9% | Added |
| Public Employees Retirement Association of Colorado | 14,802 | $782.0K | 0.00% | −439−2.9% | Reduced |
| CCM Investment Group, LLC | 14,930 | $778.5K | 0.08% | +14,930 | New |
| Range Financial Group LLC | 14,645 | $773.8K | 0.36% | +10,239+232.4% | Added |
| New York Life Investment Management LLC | 14,639 | $773.5K | 0.01% | −1,278−8.0% | Reduced |
| Exchange Traded Concepts, LLC | 14,502 | $766.3K | 0.02% | −22,250−60.5% | Reduced |
| Bayesian Capital Management, LP | 14,427 | $762.3K | 0.09% | −6,900−32.4% | Reduced |
| Waldron Private Wealth LLC | 13,902 | $739.8K | 0.03% | +6,936+99.6% | Added |
| Ethic Inc. | 13,996 | $739.6K | 0.01% | +2,932+26.5% | Added |
| FIL Ltd | 13,668 | $722.2K | 0.00% | +5,584+69.1% | Added |
| Russell Investments Group, Ltd. | 13,669 | $721.8K | 0.00% | −13,572−49.8% | Reduced |
| Ieq Capital, LLC | 13,348 | $705.3K | 0.01% | +4,401+49.2% | Added |
| Inceptionr LLC | 13,169 | $695.9K | 0.16% | +2,542+23.9% | Added |
| Farther Finance Advisors, LLC | 13,155 | $695.1K | 0.03% | −462−3.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,794 | $688.7K | 0.01% | +6,797+113.3% | Added |
| Bokf, NA | 12,831 | $688.0K | 0.01% | +12,248+2,100.9% | Added |
| TownSquare Capital, LLC | 12,824 | $677.6K | 0.01% | +1,969+18.1% | Added |
| Elo Mutual Pension Insurance Co | 12,813 | $677.0K | 0.01% | +12,813 | New |
| Toroso Investments, LLC | 12,611 | $666.4K | 0.01% | −6,884−35.3% | Reduced |
| US Bancorp | 12,358 | $653.0K | 0.00% | +233+1.9% | Added |
| Hancock Whitney Corp | 11,944 | $631.1K | 0.02% | −3,718−23.7% | Reduced |
| Aviso Wealth Management | 11,917 | $629.7K | 0.32% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,752 | $621.0K | 0.01% | +8,659+280.0% | Added |
| Brown Advisory Inc | 11,751 | $620.9K | 0.00% | −6−0.1% | Reduced |
| RMB Capital Management, LLC | 11,632 | $614.6K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 11,579 | $611.8K | 0.07% | −10,377−47.3% | Reduced |
| Quest Partners LLC | 11,387 | $601.7K | 0.08% | −954−7.7% | Reduced |
| New Vernon Capital Holdings II LLC | 11,314 | $597.8K | 0.41% | 00.0% | Unchanged |
| Savant Capital, LLC | 11,216 | $592.7K | 0.00% | −2,707−19.4% | Reduced |
| Guggenheim Capital LLC | 11,172 | $590.3K | 0.00% | −10,514−48.5% | Reduced |
| Neuberger Berman Group LLC | 11,142 | $588.7K | 0.00% | +3,207+40.4% | Added |
| Jones Financial Companies LLLP | 11,023 | $582.5K | 0.00% | +423+4.0% | Added |
| Natixis | 10,941 | $578.1K | 0.00% | +10,941 | New |
| Prudential PLC | 10,822 | $571.8K | 0.00% | −69,233−86.5% | Reduced |
| D.A. Davidson & Co. | 10,666 | $563.6K | 0.00% | −68−0.6% | Reduced |
| TCM Advisors, LLC | – | $560.1K | 0.50% | – | – |
| Diversified Trust Co | 10,571 | $558.6K | 0.01% | +10,571 | New |
| First Citizens Bank & Trust Co | 10,552 | $557.6K | 0.01% | +392+3.9% | Added |
| Aviva PLC | 10,486 | $554.1K | 0.00% | +10,486 | New |
| Fifth Third Bancorp | 10,459 | $552.7K | 0.00% | −548−5.0% | Reduced |
| Securian Asset Management, Inc | 10,360 | $547.4K | 0.02% | −494−4.6% | Reduced |
| Affinity Wealth Management LLC | 10,338 | $546.3K | 0.10% | −2,353−18.5% | Reduced |
| Caxton Associates LP | 10,253 | $541.8K | 0.02% | −16,892−62.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,187 | $538.3K | 0.19% | +710+7.5% | Added |