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 |
|---|---|---|---|---|---|
| Mariner, LLC | 43,401 | $2.38M | 0.00% | −8,769−16.8% | Reduced |
| Optimist Retirement Group LLC | 44,262 | $2.43M | 1.22% | +1,416+3.3% | Added |
| Burney Co | 44,730 | $2.46M | 0.09% | −1,856−4.0% | Reduced |
| Verition Fund Management LLC | 44,851 | $2.46M | 0.01% | −41,300−47.9% | Reduced |
| State of New Jersey Common Pension Fund D | 44,945 | $2.47M | 0.01% | −5,928−11.7% | Reduced |
| Yousif Capital Management, LLC | 46,127 | $2.53M | 0.03% | −3,708−7.4% | Reduced |
| Auxier Asset Management | 46,437 | $2.55M | 0.38% | −260−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 46,542 | $2.56M | 0.00% | −5,757−11.0% | Reduced |
| Public Employees Retirement System of Ohio | 46,953 | $2.58M | 0.01% | −3,936−7.7% | Reduced |
| Tealwood Asset Management Inc | 47,374 | $2.60M | 1.20% | +159+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 47,628 | $2.62M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 47,675 | $2.62M | 0.00% | +3,280+7.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 49,077 | $2.69M | 0.03% | −580−1.2% | Reduced |
| American Century Companies Inc | 49,408 | $2.71M | 0.00% | −53,952−52.2% | Reduced |
| Rockefeller Capital Management L.P. | 49,819 | $2.74M | 0.01% | −2,670−5.1% | Reduced |
| Agf Management Ltd | 50,545 | $2.78M | 0.01% | +6,659+15.2% | Added |
| Stifel Financial Corp | 51,981 | $2.85M | 0.00% | −9,916−16.0% | Reduced |
| Cetera Investment Advisers | 52,532 | $2.88M | 0.01% | +14,934+39.7% | Added |
| Rings Capital Management LLC | 53,000 | $2.91M | 1.48% | 00.0% | Unchanged |
| PGGM Investments | 54,159 | $2.97M | 0.04% | 00.0% | Unchanged |
| Kendall Capital Management | 54,750 | $3.01M | 0.88% | +2,215+4.2% | Added |
| Illinois Municipal Retirement Fund | 55,248 | $3.03M | 0.04% | +13,447+32.2% | Added |
| Aurora Investment Counsel | 55,396 | $3.04M | 1.69% | −784−1.4% | Reduced |
| State of Tennessee, Treasury Department | 55,436 | $3.04M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 55,747 | $3.06M | 0.02% | +718+1.3% | Added |
| Round Hill Asset Management | 56,205 | $3.09M | 2.22% | −2,885−4.9% | Reduced |
| Ontario Teachers Pension Plan Board | 58,536 | $3.21M | 0.05% | +34,079+139.3% | Added |
| State of Alaska, Department of Revenue | 58,683 | $3.22M | 0.04% | +55+0.1% | Added |
| KLP Kapitalforvaltning AS | 59,800 | $3.30M | 0.02% | −100−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 60,885 | $3.37M | 0.02% | −11,597−16.0% | Reduced |
| Amalgamated Bank | 61,825 | $3.40M | 0.03% | −3,896−5.9% | Reduced |
| Alaska Permanent Fund Corp | 56,639 | $3.42M | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 65,459 | $3.55M | 0.00% | +42,478+184.8% | Added |
| Janney Montgomery Scott LLC | 66,873 | $3.67M | 0.01% | +93+0.1% | Added |
| Mutual of America Capital Management LLC | 68,891 | $3.78M | 0.04% | −3,503−4.8% | Reduced |
| Engineers Gate Manager LP | 70,610 | $3.88M | 0.07% | +70,610 | New |
| O'Shaughnessy Asset Management, LLC | 73,982 | $4.06M | 0.03% | +548+0.7% | Added |
| TrimTabs Asset Management, LLC | 74,038 | $4.07M | 0.64% | +9,527+14.8% | Added |
| MetLife Investment Management | 75,526 | $4.15M | 0.02% | −2,949−3.8% | Reduced |
| Janus Henderson Group PLC | 77,156 | $4.17M | 0.00% | +12,316+19.0% | Added |
| Creative Planning | 81,843 | $4.49M | 0.00% | +10,584+14.9% | Added |
| Brandywine Global Investment Management, LLC | 82,224 | $4.51M | 0.03% | −3,592−4.2% | Reduced |
| Prudential Financial Inc | 76,042 | $4.56M | 0.01% | +29,475+63.3% | Added |
| Allianz Asset Management GmbH | 83,816 | $4.60M | 0.01% | +5,038+6.4% | Added |
| New York State Common Retirement Fund | 83,979 | $4.61M | 0.01% | −6,800−7.5% | Reduced |
| State of Wisconsin Investment Board | 85,053 | $4.67M | 0.01% | −7,839−8.4% | Reduced |
| Amundi | 86,799 | $4.94M | 0.00% | −441−0.5% | Reduced |
| Two Sigma Advisers, LP | 90,900 | $4.99M | 0.01% | +90,900 | New |
| Redwood Investment Management, LLC | 92,654 | $5.09M | 0.55% | −9,798−9.6% | Reduced |
| Federated Hermes, Inc. | 92,862 | $5.10M | 0.01% | +2,944+3.3% | Added |
| Schroder Investment Management Group | 94,349 | $5.10M | 0.01% | −98,990−51.2% | Reduced |
| Segall Bryant & Hamill, LLC | 95,000 | $5.22M | 0.08% | −116−0.1% | Reduced |
| Cerity Partners LLC | 95,441 | $5.24M | 0.01% | −20,196−17.5% | Reduced |
| Macquarie Group Ltd | 98,456 | $5.41M | 0.01% | +26,865+37.5% | Added |
| Ruffer LLP | 98,621 | $5.42M | 0.21% | +19,074+24.0% | Added |
| Allspring Global Investments Holdings, LLC | 100,601 | $5.67M | 0.01% | +49,827+98.1% | Added |
| Brevan Howard Capital Management LP | 103,627 | $5.69M | 0.16% | +103,627 | New |
| Crawford Investment Counsel Inc | 103,678 | $5.69M | 0.10% | +2,261+2.2% | Added |
| Comerica Bank | 104,048 | $5.71M | 0.02% | −6,555−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 106,137 | $5.83M | 0.01% | −2,836−2.6% | Reduced |
| LPL Financial LLC | 107,190 | $5.89M | 0.00% | +8,598+8.7% | Added |
| Rodgers Brothers Inc. | 109,900 | $6.03M | 0.80% | −800−0.7% | Reduced |
| Treasurer of the State of North Carolina | 110,939 | $6.09M | 0.02% | +1,483+1.4% | Added |
| Intech Investment Management LLC | 112,109 | $6.16M | 0.06% | −69,300−38.2% | Reduced |
| Barclays PLC | 112,528 | $6.18M | 0.00% | −21,011−15.7% | Reduced |
| Great West Life Assurance Co | 112,623 | $6.19M | 0.01% | −11,062−8.9% | Reduced |
| Victory Capital Management Inc | 113,604 | $6.24M | 0.01% | +38,999+52.3% | Added |
| Susquehanna International Group, LLP | 113,981 | $6.26M | 0.01% | +87,373+328.4% | Added |
| Nordea Investment Management AB | 117,317 | $6.36M | 0.01% | −1,299−1.1% | Reduced |
| Landscape Capital Management, L.L.C. | 118,395 | $6.50M | 0.58% | +118,395 | New |
| Mitsubishi UFJ Trust & Banking Corp | 119,658 | $6.57M | 0.02% | −9,937−7.7% | Reduced |
| Crossmark Global Holdings, Inc. | 126,486 | $6.95M | 0.12% | +19,411+18.1% | Added |
| Trexquant Investment LP | 126,891 | $6.97M | 0.08% | +126,891 | New |
| Storebrand Asset Management AS | 128,181 | $7.04M | 0.02% | −66,000−34.0% | Reduced |
| California State Teachers Retirement System | 128,704 | $7.07M | 0.01% | −1,840−1.4% | Reduced |
| Tectonic Advisors LLC | 132,524 | $7.28M | 0.45% | +11,716+9.7% | Added |
| Nuveen, LLC | 828,396 | $7.65M | 0.00% | +828,396 | New |
| Royce & Associates LP | 142,756 | $7.84M | 0.08% | −13,300−8.5% | Reduced |
| Sound Income Strategies, LLC | 143,325 | $7.87M | 0.46% | −41,049−22.3% | Reduced |
| Wells Fargo & Company | 147,756 | $8.11M | 0.00% | +48,884+49.4% | Added |
| Corebridge Financial, Inc. | 148,150 | $8.13M | 0.05% | −7,244−4.7% | Reduced |
| DekaBank Deutsche Girozentrale | 154,795 | $8.23M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 152,644 | $8.38M | 0.02% | −12,836−7.8% | Reduced |
| State Board of Administration of Florida Retirement System | 160,693 | $8.82M | 0.02% | −7,490−4.5% | Reduced |
| CI Private Wealth, LLC | 166,627 | $9.15M | 0.01% | +8,228+5.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,118 | $9.34M | 0.02% | −29,802−14.9% | Reduced |
| Financial Counselors Inc | 177,709 | $9.76M | 0.15% | −5,714−3.1% | Reduced |
| Alliancebernstein L.P. | 190,110 | $10.4M | 0.00% | −5,881−3.0% | Reduced |
| Edgestream Partners, L.P. | 193,568 | $10.6M | 0.36% | +193,568 | New |
| Ibex Wealth Advisors | 194,888 | $10.7M | 1.42% | +1,280+0.7% | Added |
| Raymond James Financial Inc | 201,432 | $11.1M | 0.00% | −1,541−0.8% | Reduced |
| Capital Fund Management S.A. | 204,143 | $11.2M | 0.14% | +171,798+531.1% | Added |
| New Vernon Capital Holdings II LLC | 621,252 | $11.3M | 0.27% | +609,938+5,391.0% | Added |
| Cambria Investment Management, L.P. | 206,648 | $11.3M | 0.79% | −21,021−9.2% | Reduced |
| Empowered Funds, LLC | 227,934 | $12.5M | 0.18% | +27,542+13.7% | Added |
| Two Sigma Investments, LP | 263,641 | $14.5M | 0.03% | +227,189+623.3% | Added |
| Swiss National Bank | 265,500 | $14.6M | 0.01% | −9,000−3.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 273,121 | $15.0M | 0.05% | +110,288+67.7% | Added |
| Legal & General Group Plc | 287,253 | $15.8M | 0.00% | +3,610+1.3% | Added |
| Robeco Institutional Asset Management B.V. | 293,294 | $16.1M | 0.03% | −179,818−38.0% | Reduced |