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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 16,201 | $890.0K | 0.08% | +16,201 | New |
| Cambridge Investment Research Advisors, Inc. | 16,328 | $897.0K | 0.00% | +1,100+7.2% | Added |
| Vestcor Inc | 16,342 | $897.0K | 0.03% | +8,338+104.2% | Added |
| JustInvest LLC | 16,601 | $911.6K | 0.01% | −232−1.4% | Reduced |
| Ifrah Financial Services, Inc. | 16,682 | $916.0K | 0.26% | −1,046−5.9% | Reduced |
| Quantessence Capital LLC | 16,700 | $917.0K | 0.23% | +16,700 | New |
| Rockland Trust Co | 16,866 | $926.1K | 0.05% | 00.0% | Unchanged |
| Ascent Group, LLC | 16,901 | $928.0K | 0.04% | +920+5.8% | Added |
| Farther Finance Advisors, LLC | 16,543 | $931.8K | 0.02% | +3,388+25.8% | Added |
| HighTower Advisors, LLC | 17,041 | $935.7K | 0.00% | −2,143−11.2% | Reduced |
| Baird Financial Group, Inc. | 17,219 | $945.5K | 0.00% | +120+0.7% | Added |
| Kessler Investment Group, LLC | 17,245 | $946.9K | 0.46% | −1,082−5.9% | Reduced |
| Jefferies Financial Group Inc. | 17,499 | $960.9K | 0.02% | +12,741+267.8% | Added |
| MSH Capital Advisors LLC | 17,767 | $975.6K | 0.30% | +230+1.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,942 | $985.2K | 0.00% | +17,942 | New |
| NJ State Employees Deferred Compensation Plan | 18,000 | $988.4K | 0.13% | 00.0% | Unchanged |
| Xponance, Inc. | 18,050 | $991.1K | 0.01% | −1,605−8.2% | Reduced |
| The PNC Financial Services Group, Inc. | 18,431 | $1.01M | 0.00% | −1,765−8.7% | Reduced |
| Wealthfront Advisers LLC | 18,505 | $1.02M | 0.00% | −779−4.0% | Reduced |
| Ethic Inc. | 18,249 | $1.03M | 0.02% | +4,253+30.4% | Added |
| XTX Topco Ltd | 18,916 | $1.04M | 0.05% | +18,916 | New |
| Colony Group, LLC | 19,180 | $1.05M | 0.00% | −4,525−19.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,319 | $1.06M | 0.07% | +19,319 | New |
| FORA Capital, LLC | 19,568 | $1.07M | 0.11% | −759−3.7% | Reduced |
| Pictet Asset Management Holding SA | 19,827 | $1.09M | 0.00% | +639+3.3% | Added |
| SummitTX Capital, L.P. | 19,884 | $1.09M | 0.05% | +19,884 | New |
| Oak Thistle LLC | 20,023 | $1.10M | 0.22% | −10,504−34.4% | Reduced |
| Davy Global Fund Management Ltd | 20,026 | $1.10M | 0.13% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 20,100 | $1.10M | 0.12% | 00.0% | Unchanged |
| Vident Advisory, LLC | 20,139 | $1.11M | 0.02% | +45+0.2% | Added |
| Quantbot Technologies LP | 20,320 | $1.12M | 0.04% | +20,320 | New |
| Ceera Investments, LLC | 20,510 | $1.13M | 0.39% | −720−3.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.15M | 0.28% | 00.0% | Unchanged |
| MML Investors Services, LLC | 21,144 | $1.16M | 0.00% | +4,281+25.4% | Added |
| Sovereign's Capital Management, LLC | 21,703 | $1.19M | 0.71% | +5,777+36.3% | Added |
| QRG Capital Management, Inc. | 21,869 | $1.20M | 0.01% | −1,037−4.5% | Reduced |
| Convergence Investment Partners, LLC | 21,909 | $1.20M | 0.33% | −227−1.0% | Reduced |
| Park Avenue Securities LLC | 21,985 | $1.21M | 0.01% | +4,987+29.3% | Added |
| CWA Asset Management Group, LLC | 22,426 | $1.23M | 0.06% | +5,539+32.8% | Added |
| Campbell & CO Investment Adviser LLC | 22,913 | $1.26M | 0.10% | −23,625−50.8% | Reduced |
| Lecap Asset Management Ltd | 23,179 | $1.27M | 0.30% | +19,383+510.6% | Added |
| Huber Capital Management LLC | 23,200 | $1.27M | 0.24% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 23,233 | $1.28M | 0.47% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 24,000 | $1.32M | 0.48% | +3,000+14.3% | Added |
| Asset Management One Co.,Ltd. | 23,987 | $1.32M | 0.00% | +23,987 | New |
| Entropy Technologies, LP | 23,991 | $1.32M | 0.13% | +23,991 | New |
| Bayesian Capital Management, LP | 24,421 | $1.34M | 0.22% | +9,994+69.3% | Added |
| Sequoia Financial Advisors, LLC | 24,554 | $1.35M | 0.01% | +24,554 | New |
| Credit Agricole S A | 24,915 | $1.37M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,963 | $1.37M | 0.00% | +14,917+148.5% | Added |
| Measured Wealth Private Client Group, LLC | 25,277 | $1.39M | 0.45% | +2,886+12.9% | Added |
| CSS LLC | 25,812 | $1.42M | 0.10% | −1,326−4.9% | Reduced |
| Russell Investments Group, Ltd. | 25,922 | $1.42M | 0.00% | +12,253+89.6% | Added |
| Pinebridge Investments, L.P. | 26,156 | $1.44M | 0.01% | −17,974−40.7% | Reduced |
| Ameritas Investment Partners, Inc. | 26,336 | $1.45M | 0.05% | −1,114−4.1% | Reduced |
| Mackenzie Financial Corp | 26,557 | $1.46M | 0.00% | −31,996−54.6% | Reduced |
| Oregon Public Employees Retirement Fund | 27,224 | $1.49M | 0.03% | −700−2.5% | Reduced |
| Elo Mutual Pension Insurance Co | 27,435 | $1.51M | 0.03% | +14,622+114.1% | Added |
| Kestra Advisory Services, LLC | 27,561 | $1.51M | 0.01% | +1,910+7.4% | Added |
| New Mexico Educational Retirement Board | 27,800 | $1.53M | 0.05% | −3,300−10.6% | Reduced |
| CBOE Vest Financial, LLC | 27,882 | $1.53M | 0.02% | +27,882 | New |
| Bank of Montreal | 28,019 | $1.54M | 0.00% | −228−0.8% | Reduced |
| Nebula Research & Development LLC | 28,260 | $1.55M | 0.14% | +16,681+144.1% | Added |
| Martingale Asset Management L P | 28,623 | $1.57M | 0.04% | −602−2.1% | Reduced |
| New Age Alpha Advisors, LLC | 29,064 | $1.60M | 0.07% | −2,047−6.6% | Reduced |
| Kennondale Capital Management LLC | 29,286 | $1.61M | 1.75% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 29,761 | $1.63M | 0.03% | −697−2.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,409 | $1.67M | 0.22% | +25+0.1% | Added |
| F/M Investments LLC | 30,650 | $1.68M | 0.07% | −1,432−4.5% | Reduced |
| Thrivent Financial for Lutherans | 31,382 | $1.72M | 0.00% | −864−2.7% | Reduced |
| Natixis Advisors, L.P. | 31,414 | $1.73M | 0.00% | +5,533+21.4% | Added |
| Pathstone Holdings, LLC | 31,554 | $1.74M | 0.01% | +127+0.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,995 | $1.76M | 0.01% | +1,728+5.7% | Added |
| Omers Administration Corp | 32,036 | $1.76M | 0.02% | +5,436+20.4% | Added |
| State of Michigan Retirement System | 32,068 | $1.76M | 0.01% | −400−1.2% | Reduced |
| Mercer Global Advisors Inc | 32,140 | $1.76M | 0.00% | −1,339−4.0% | Reduced |
| Ritholtz Wealth Management | 32,605 | $1.79M | 0.05% | +410+1.3% | Added |
| South Dakota Investment Council | 32,862 | $1.80M | 0.04% | −500−1.5% | Reduced |
| Aquatic Capital Management LLC | 33,403 | $1.83M | 0.05% | +33,403 | New |
| Bridgefront Capital, LLC | 33,657 | $1.85M | 0.53% | +33,657 | New |
| Hennion & Walsh Asset Management, Inc. | 34,156 | $1.88M | 0.08% | −33,036−49.2% | Reduced |
| GWM Advisors LLC | 34,470 | $1.89M | 0.01% | −2,115−5.8% | Reduced |
| Handelsbanken Fonder AB | 35,700 | $1.96M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,070 | $1.98M | 0.01% | −220−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 37,204 | $2.04M | 0.00% | +1,198+3.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 37,265 | $2.05M | 0.04% | +37,265 | New |
| Cunning Capital Partners, LP | 37,360 | $2.05M | 1.31% | −215−0.6% | Reduced |
| Louisiana State Employees Retirement System | 37,500 | $2.06M | 0.04% | −500−1.3% | Reduced |
| Caxton Associates LLP | 37,972 | $2.09M | 0.07% | +37,972 | New |
| Virginia Retirement Systems Et Al | 38,800 | $2.13M | 0.02% | +38,800 | New |
| Teacher Retirement System of Texas | 38,903 | $2.14M | 0.01% | −86,437−69.0% | Reduced |
| M&T Bank Corp | 39,020 | $2.14M | 0.01% | −883−2.2% | Reduced |
| Arizona State Retirement System | 39,311 | $2.16M | 0.01% | −1,201−3.0% | Reduced |
| LGT Group Foundation | 39,321 | $2.16M | 0.03% | +14,713+59.8% | Added |
| Andra AP-fonden | 39,807 | $2.19M | 0.04% | +39,807 | New |
| Citigroup Inc | 40,703 | $2.24M | 0.00% | −27,207−40.1% | Reduced |
| Human Investing LLC | 40,947 | $2.25M | 0.40% | −992−2.4% | Reduced |
| Quantinno Capital Management LP | 41,460 | $2.28M | 0.01% | −3,385−7.5% | Reduced |
| Alberta Investment Management Corp | 42,100 | $2.31M | 0.02% | −47,900−53.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 43,368 | $2.38M | 0.02% | +35,056+421.8% | Added |