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, Q1 2025
Institutional positions in H&R Block Inc as of Mar 31, 2025. 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
- 564
- +19 vs. Q4 2024
- Shares held
- 128.5M
- +3.12M (+2.5%) vs. Q4 2024
- Total value
- $7.00B
- +$375.4M (+5.7%) vs. Q4 2024
- New holders
- 83
- 181 more added
- Sold out
- 64
- 211 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,923,014 | $874.3M | 0.02% | −517,628−3.1% | Reduced |
| FMR LLC | 14,694,824 | $806.9M | 0.05% | +285,833+2.0% | Added |
| Vanguard Group Inc | 14,168,986 | $778.0M | 0.01% | −84,290−0.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,626,167 | $254.0M | 0.99% | −75,729−1.6% | Reduced |
| State Street Corp | 4,476,841 | $247.5M | 0.01% | −117,580−2.6% | Reduced |
| Boston Partners | 3,767,912 | $206.9M | 0.25% | −732,640−16.3% | Reduced |
| Lazard Asset Management LLC | 3,730,307 | $204.8M | 0.31% | +1,145,281+44.3% | Added |
| Geode Capital Management, LLC | 2,699,471 | $148.3M | 0.01% | +98,699+3.8% | Added |
| Northern Trust Corp | 2,608,496 | $143.2M | 0.02% | +263,274+11.2% | Added |
| Dimensional Fund Advisors LP | 2,282,452 | $125.3M | 0.03% | −52,901−2.3% | Reduced |
| Morgan Stanley | 2,150,012 | $118.1M | 0.01% | −21,351−1.0% | Reduced |
| Wellington Management Group LLP | 2,141,988 | $117.6M | 0.02% | +119,510+5.9% | Added |
| AQR Capital Management LLC | 1,789,040 | $97.4M | 0.10% | −461,019−20.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,688,751 | $92.7M | 0.02% | −3,530,711−67.6% | Reduced |
| LSV Asset Management | 1,667,652 | $91.6M | 0.22% | +209,019+14.3% | Added |
| Bank of New York Mellon Corp | 1,657,188 | $91.0M | 0.02% | −27,550−1.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,515,553 | $83.2M | 0.07% | −535,125−26.1% | Reduced |
| Qube Research & Technologies Ltd | 1,437,984 | $79.0M | 0.12% | +229,876+19.0% | Added |
| Balyasny Asset Management LLC | 1,286,896 | $70.7M | 0.18% | +1,281,945+25,892.6% | Added |
| Royal Bank of Canada | 1,244,858 | $68.4M | 0.02% | +10,671+0.9% | Added |
| Bank of America Corp | 1,217,814 | $66.9M | 0.01% | +302,930+33.1% | Added |
| Norges Bank | 1,119,415 | $61.5M | 0.01% | +35,906+3.3% | Added |
| Pacer Advisors, Inc. | 1,035,402 | $56.9M | 0.13% | −1,699,787−62.1% | Reduced |
| Millennium Management LLC | 1,027,979 | $56.4M | 0.05% | +896,828+683.8% | Added |
| NewEdge Wealth, LLC | 1,010,446 | $55.5M | 1.00% | −85,266−7.8% | Reduced |
| Price T Rowe Associates Inc | 976,797 | $53.6M | 0.01% | +9,428+1.0% | Added |
| D. E. Shaw & Co., Inc. | 962,018 | $52.8M | 0.06% | +735,739+325.1% | Added |
| JPMorgan Chase & Co | 943,406 | $51.8M | 0.00% | +298,989+46.4% | Added |
| UBS Asset Management Americas Inc | 876,380 | $48.1M | 0.01% | +54,002+6.6% | Added |
| Marshall Wace, LLP | 876,154 | $48.1M | 0.06% | +876,154 | New |
| Goldman Sachs Group Inc | 848,532 | $46.6M | 0.01% | +112,127+15.2% | Added |
| Wedge Capital Management L L P | 782,948 | $43.0M | 0.83% | −101,766−11.5% | Reduced |
| Truist Financial Corp | 767,369 | $42.1M | 0.07% | +91,075+13.5% | Added |
| Clark Capital Management Group, Inc. | 744,117 | $40.9M | 0.29% | −20,203−2.6% | Reduced |
| UBS Group AG | 739,555 | $40.6M | 0.01% | −83,936−10.2% | Reduced |
| Boston Trust Walden Corp | 735,757 | $40.4M | 0.30% | +252,185+52.2% | Added |
| Envestnet Asset Management Inc | 703,672 | $38.6M | 0.01% | +105,973+17.7% | Added |
| First Trust Advisors LP | 656,413 | $36.0M | 0.03% | +266,458+68.3% | Added |
| Jane Street Group, LLC | 648,073 | $35.6M | 0.06% | +505,713+355.2% | Added |
| Citadel Advisors LLC | 638,890 | $35.1M | 0.03% | +132,249+26.1% | Added |
| BNP Paribas Arbitrage, SA | 623,998 | $34.3M | 0.03% | +15,260+2.5% | Added |
| Voloridge Investment Management, LLC | 607,753 | $33.4M | 0.12% | +607,753 | New |
| Blue Whale Capital LLP | 560,907 | $30.8M | 2.49% | +71,217+14.5% | Added |
| Miller Howard Investments Inc | 554,160 | $30.4M | 0.97% | +554,160 | New |
| California Public Employees Retirement System | 524,765 | $28.8M | 0.02% | −20,878−3.8% | Reduced |
| Bridgewater Associates, LP | 524,443 | $28.8M | 0.13% | +83,967+19.1% | Added |
| Man Group plc | 493,502 | $27.1M | 0.08% | +420,883+579.6% | Added |
| HRT Financial LP | 482,937 | $26.5M | 0.17% | +482,937 | New |
| Prevatt Capital Ltd | 460,000 | $25.3M | 8.53% | 00.0% | Unchanged |
| Invesco Ltd. | 419,003 | $23.0M | 0.00% | −1,155,549−73.4% | Reduced |
| Rhumbline Advisers | 406,117 | $22.3M | 0.02% | −4,158−1.0% | Reduced |
| SEI Investments Co | 380,373 | $20.9M | 0.03% | +8,630+2.3% | Added |
| Retirement Systems of Alabama | 380,298 | $20.9M | 0.08% | −3,728−1.0% | Reduced |
| Los Angeles Capital Management LLC | 367,389 | $20.2M | 0.09% | +151,224+70.0% | Added |
| ExodusPoint Capital Management, LP | 343,928 | $18.9M | 0.25% | +343,928 | New |
| Ameriprise Financial Inc | 328,324 | $18.0M | 0.00% | −3,178−1.0% | Reduced |
| Liontrust Investment Partners LLP | 320,767 | $17.6M | 0.28% | +27,883+9.5% | Added |
| Franklin Resources Inc | 315,843 | $17.3M | 0.01% | +19,334+6.5% | Added |
| Alps Advisors Inc | 313,312 | $17.2M | 0.10% | +14,518+4.9% | Added |
| Moran Wealth Management, LLC | 310,397 | $17.0M | 0.57% | −2,616−0.8% | Reduced |
| Voya Investment Management LLC | 309,390 | $17.0M | 0.02% | −28,541−8.4% | Reduced |
| Principal Financial Group Inc | 308,659 | $16.9M | 0.01% | −6,552−2.1% | Reduced |
| Squarepoint Ops LLC | 306,203 | $16.8M | 0.04% | +257,681+531.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 297,500 | $16.3M | 0.08% | −77,100−20.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 293,294 | $16.1M | 0.03% | −179,818−38.0% | Reduced |
| Legal & General Group Plc | 287,253 | $15.8M | 0.00% | +3,610+1.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 273,121 | $15.0M | 0.05% | +110,288+67.7% | Added |
| Swiss National Bank | 265,500 | $14.6M | 0.01% | −9,000−3.3% | Reduced |
| Two Sigma Investments, LP | 263,641 | $14.5M | 0.03% | +227,189+623.3% | Added |
| Empowered Funds, LLC | 227,934 | $12.5M | 0.18% | +27,542+13.7% | Added |
| Cambria Investment Management, L.P. | 206,648 | $11.3M | 0.79% | −21,021−9.2% | Reduced |
| New Vernon Capital Holdings II LLC | 621,252 | $11.3M | 0.27% | +609,938+5,391.0% | Added |
| Capital Fund Management S.A. | 204,143 | $11.2M | 0.14% | +171,798+531.1% | Added |
| Raymond James Financial Inc | 201,432 | $11.1M | 0.00% | −1,541−0.8% | Reduced |
| Ibex Wealth Advisors | 194,888 | $10.7M | 1.42% | +1,280+0.7% | Added |
| Edgestream Partners, L.P. | 193,568 | $10.6M | 0.36% | +193,568 | New |
| Alliancebernstein L.P. | 190,110 | $10.4M | 0.00% | −5,881−3.0% | Reduced |
| Financial Counselors Inc | 177,709 | $9.76M | 0.15% | −5,714−3.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,118 | $9.34M | 0.02% | −29,802−14.9% | Reduced |
| CI Private Wealth, LLC | 166,627 | $9.15M | 0.01% | +8,228+5.2% | Added |
| State Board of Administration of Florida Retirement System | 160,693 | $8.82M | 0.02% | −7,490−4.5% | Reduced |
| New York State Teachers Retirement System | 152,644 | $8.38M | 0.02% | −12,836−7.8% | Reduced |
| DekaBank Deutsche Girozentrale | 154,795 | $8.23M | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 148,150 | $8.13M | 0.05% | −7,244−4.7% | Reduced |
| Wells Fargo & Company | 147,756 | $8.11M | 0.00% | +48,884+49.4% | Added |
| Sound Income Strategies, LLC | 143,325 | $7.87M | 0.46% | −41,049−22.3% | Reduced |
| Royce & Associates LP | 142,756 | $7.84M | 0.08% | −13,300−8.5% | Reduced |
| Nuveen, LLC | 828,396 | $7.65M | 0.00% | +828,396 | New |
| Tectonic Advisors LLC | 132,524 | $7.28M | 0.45% | +11,716+9.7% | Added |
| California State Teachers Retirement System | 128,704 | $7.07M | 0.01% | −1,840−1.4% | Reduced |
| Storebrand Asset Management AS | 128,181 | $7.04M | 0.02% | −66,000−34.0% | Reduced |
| Trexquant Investment LP | 126,891 | $6.97M | 0.08% | +126,891 | New |
| Crossmark Global Holdings, Inc. | 126,486 | $6.95M | 0.12% | +19,411+18.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 119,658 | $6.57M | 0.02% | −9,937−7.7% | Reduced |
| Landscape Capital Management, L.L.C. | 118,395 | $6.50M | 0.58% | +118,395 | New |
| Nordea Investment Management AB | 117,317 | $6.36M | 0.01% | −1,299−1.1% | Reduced |
| Susquehanna International Group, LLP | 113,981 | $6.26M | 0.01% | +87,373+328.4% | Added |
| Victory Capital Management Inc | 113,604 | $6.24M | 0.01% | +38,999+52.3% | Added |
| Great West Life Assurance Co | 112,623 | $6.19M | 0.01% | −11,062−8.9% | Reduced |
| Barclays PLC | 112,528 | $6.18M | 0.00% | −21,011−15.7% | Reduced |