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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 297,500 | $16.3M | 0.08% | −77,100−20.6% | Reduced |
| Squarepoint Ops LLC | 306,203 | $16.8M | 0.04% | +257,681+531.1% | Added |
| Principal Financial Group Inc | 308,659 | $16.9M | 0.01% | −6,552−2.1% | Reduced |
| Voya Investment Management LLC | 309,390 | $17.0M | 0.02% | −28,541−8.4% | Reduced |
| Moran Wealth Management, LLC | 310,397 | $17.0M | 0.57% | −2,616−0.8% | Reduced |
| Alps Advisors Inc | 313,312 | $17.2M | 0.10% | +14,518+4.9% | Added |
| Franklin Resources Inc | 315,843 | $17.3M | 0.01% | +19,334+6.5% | Added |
| Liontrust Investment Partners LLP | 320,767 | $17.6M | 0.28% | +27,883+9.5% | Added |
| Ameriprise Financial Inc | 328,324 | $18.0M | 0.00% | −3,178−1.0% | Reduced |
| ExodusPoint Capital Management, LP | 343,928 | $18.9M | 0.25% | +343,928 | New |
| Los Angeles Capital Management LLC | 367,389 | $20.2M | 0.09% | +151,224+70.0% | Added |
| Retirement Systems of Alabama | 380,298 | $20.9M | 0.08% | −3,728−1.0% | Reduced |
| SEI Investments Co | 380,373 | $20.9M | 0.03% | +8,630+2.3% | Added |
| Rhumbline Advisers | 406,117 | $22.3M | 0.02% | −4,158−1.0% | Reduced |
| Invesco Ltd. | 419,003 | $23.0M | 0.00% | −1,155,549−73.4% | Reduced |
| Prevatt Capital Ltd | 460,000 | $25.3M | 8.53% | 00.0% | Unchanged |
| HRT Financial LP | 482,937 | $26.5M | 0.17% | +482,937 | New |
| Man Group plc | 493,502 | $27.1M | 0.08% | +420,883+579.6% | Added |
| Bridgewater Associates, LP | 524,443 | $28.8M | 0.13% | +83,967+19.1% | Added |
| California Public Employees Retirement System | 524,765 | $28.8M | 0.02% | −20,878−3.8% | Reduced |
| Miller Howard Investments Inc | 554,160 | $30.4M | 0.97% | +554,160 | New |
| Blue Whale Capital LLP | 560,907 | $30.8M | 2.49% | +71,217+14.5% | Added |
| Voloridge Investment Management, LLC | 607,753 | $33.4M | 0.12% | +607,753 | New |
| BNP Paribas Arbitrage, SA | 623,998 | $34.3M | 0.03% | +15,260+2.5% | Added |
| Citadel Advisors LLC | 638,890 | $35.1M | 0.03% | +132,249+26.1% | Added |
| Jane Street Group, LLC | 648,073 | $35.6M | 0.06% | +505,713+355.2% | Added |
| First Trust Advisors LP | 656,413 | $36.0M | 0.03% | +266,458+68.3% | Added |
| Envestnet Asset Management Inc | 703,672 | $38.6M | 0.01% | +105,973+17.7% | Added |
| Boston Trust Walden Corp | 735,757 | $40.4M | 0.30% | +252,185+52.2% | Added |
| UBS Group AG | 739,555 | $40.6M | 0.01% | −83,936−10.2% | Reduced |
| Clark Capital Management Group, Inc. | 744,117 | $40.9M | 0.29% | −20,203−2.6% | Reduced |
| Truist Financial Corp | 767,369 | $42.1M | 0.07% | +91,075+13.5% | Added |
| Wedge Capital Management L L P | 782,948 | $43.0M | 0.83% | −101,766−11.5% | Reduced |
| Goldman Sachs Group Inc | 848,532 | $46.6M | 0.01% | +112,127+15.2% | Added |
| Marshall Wace, LLP | 876,154 | $48.1M | 0.06% | +876,154 | New |
| UBS Asset Management Americas Inc | 876,380 | $48.1M | 0.01% | +54,002+6.6% | Added |
| JPMorgan Chase & Co | 943,406 | $51.8M | 0.00% | +298,989+46.4% | Added |
| D. E. Shaw & Co., Inc. | 962,018 | $52.8M | 0.06% | +735,739+325.1% | Added |
| Price T Rowe Associates Inc | 976,797 | $53.6M | 0.01% | +9,428+1.0% | Added |
| NewEdge Wealth, LLC | 1,010,446 | $55.5M | 1.00% | −85,266−7.8% | Reduced |
| Millennium Management LLC | 1,027,979 | $56.4M | 0.05% | +896,828+683.8% | Added |
| Pacer Advisors, Inc. | 1,035,402 | $56.9M | 0.13% | −1,699,787−62.1% | Reduced |
| Norges Bank | 1,119,415 | $61.5M | 0.01% | +35,906+3.3% | Added |
| Bank of America Corp | 1,217,814 | $66.9M | 0.01% | +302,930+33.1% | Added |
| Royal Bank of Canada | 1,244,858 | $68.4M | 0.02% | +10,671+0.9% | Added |
| Balyasny Asset Management LLC | 1,286,896 | $70.7M | 0.18% | +1,281,945+25,892.6% | Added |
| Qube Research & Technologies Ltd | 1,437,984 | $79.0M | 0.12% | +229,876+19.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,515,553 | $83.2M | 0.07% | −535,125−26.1% | Reduced |
| Bank of New York Mellon Corp | 1,657,188 | $91.0M | 0.02% | −27,550−1.6% | Reduced |
| LSV Asset Management | 1,667,652 | $91.6M | 0.22% | +209,019+14.3% | Added |
| Charles Schwab Investment Management Inc | 1,688,751 | $92.7M | 0.02% | −3,530,711−67.6% | Reduced |
| AQR Capital Management LLC | 1,789,040 | $97.4M | 0.10% | −461,019−20.5% | Reduced |
| Wellington Management Group LLP | 2,141,988 | $117.6M | 0.02% | +119,510+5.9% | Added |
| Morgan Stanley | 2,150,012 | $118.1M | 0.01% | −21,351−1.0% | Reduced |
| Dimensional Fund Advisors LP | 2,282,452 | $125.3M | 0.03% | −52,901−2.3% | Reduced |
| Northern Trust Corp | 2,608,496 | $143.2M | 0.02% | +263,274+11.2% | Added |
| Geode Capital Management, LLC | 2,699,471 | $148.3M | 0.01% | +98,699+3.8% | Added |
| Lazard Asset Management LLC | 3,730,307 | $204.8M | 0.31% | +1,145,281+44.3% | Added |
| Boston Partners | 3,767,912 | $206.9M | 0.25% | −732,640−16.3% | Reduced |
| State Street Corp | 4,476,841 | $247.5M | 0.01% | −117,580−2.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,626,167 | $254.0M | 0.99% | −75,729−1.6% | Reduced |
| Vanguard Group Inc | 14,168,986 | $778.0M | 0.01% | −84,290−0.6% | Reduced |
| FMR LLC | 14,694,824 | $806.9M | 0.05% | +285,833+2.0% | Added |
| BlackRock, Inc. | 15,923,014 | $874.3M | 0.02% | −517,628−3.1% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −6,414−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −192,728−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −65,155−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −59,800−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −53,715−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −52,170−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −45,020−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −38,774−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −33,815−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −27,414−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −26,920−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −26,671−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −19,241−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −18,187−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,184−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −17,656−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −17,081−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −15,548−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −14,828−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −14,502−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −13,348−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −11,632−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −11,216−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,941−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −10,822−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −10,571−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −10,486−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −7,803−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −7,451−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −5,878−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −9,677−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |