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, 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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 112,109 | $6.16M | 0.06% | −69,300−38.2% | Reduced |
| Treasurer of the State of North Carolina | 110,939 | $6.09M | 0.02% | +1,483+1.4% | Added |
| Rodgers Brothers Inc. | 109,900 | $6.03M | 0.80% | −800−0.7% | Reduced |
| LPL Financial LLC | 107,190 | $5.89M | 0.00% | +8,598+8.7% | Added |
| Manufacturers Life Insurance Company, The | 106,137 | $5.83M | 0.01% | −2,836−2.6% | Reduced |
| Comerica Bank | 104,048 | $5.71M | 0.02% | −6,555−5.9% | Reduced |
| Crawford Investment Counsel Inc | 103,678 | $5.69M | 0.10% | +2,261+2.2% | Added |
| Brevan Howard Capital Management LP | 103,627 | $5.69M | 0.16% | +103,627 | New |
| Allspring Global Investments Holdings, LLC | 100,601 | $5.67M | 0.01% | +49,827+98.1% | Added |
| Ruffer LLP | 98,621 | $5.42M | 0.21% | +19,074+24.0% | Added |
| Macquarie Group Ltd | 98,456 | $5.41M | 0.01% | +26,865+37.5% | Added |
| Cerity Partners LLC | 95,441 | $5.24M | 0.01% | −20,196−17.5% | Reduced |
| Segall Bryant & Hamill, LLC | 95,000 | $5.22M | 0.08% | −116−0.1% | Reduced |
| Schroder Investment Management Group | 94,349 | $5.10M | 0.01% | −98,990−51.2% | Reduced |
| Federated Hermes, Inc. | 92,862 | $5.10M | 0.01% | +2,944+3.3% | Added |
| Redwood Investment Management, LLC | 92,654 | $5.09M | 0.55% | −9,798−9.6% | Reduced |
| Two Sigma Advisers, LP | 90,900 | $4.99M | 0.01% | +90,900 | New |
| Amundi | 86,799 | $4.94M | 0.00% | −441−0.5% | Reduced |
| State of Wisconsin Investment Board | 85,053 | $4.67M | 0.01% | −7,839−8.4% | Reduced |
| New York State Common Retirement Fund | 83,979 | $4.61M | 0.01% | −6,800−7.5% | Reduced |
| Allianz Asset Management GmbH | 83,816 | $4.60M | 0.01% | +5,038+6.4% | Added |
| Prudential Financial Inc | 76,042 | $4.56M | 0.01% | +29,475+63.3% | Added |
| Brandywine Global Investment Management, LLC | 82,224 | $4.51M | 0.03% | −3,592−4.2% | Reduced |
| Creative Planning | 81,843 | $4.49M | 0.00% | +10,584+14.9% | Added |
| Janus Henderson Group PLC | 77,156 | $4.17M | 0.00% | +12,316+19.0% | Added |
| MetLife Investment Management | 75,526 | $4.15M | 0.02% | −2,949−3.8% | Reduced |
| TrimTabs Asset Management, LLC | 74,038 | $4.07M | 0.64% | +9,527+14.8% | Added |
| O'Shaughnessy Asset Management, LLC | 73,982 | $4.06M | 0.03% | +548+0.7% | Added |
| Engineers Gate Manager LP | 70,610 | $3.88M | 0.07% | +70,610 | New |
| Mutual of America Capital Management LLC | 68,891 | $3.78M | 0.04% | −3,503−4.8% | Reduced |
| Janney Montgomery Scott LLC | 66,873 | $3.67M | 0.01% | +93+0.1% | Added |
| HSBC Holdings PLC | 65,459 | $3.55M | 0.00% | +42,478+184.8% | Added |
| Alaska Permanent Fund Corp | 56,639 | $3.42M | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 61,825 | $3.40M | 0.03% | −3,896−5.9% | Reduced |
| Nisa Investment Advisors, LLC | 60,885 | $3.37M | 0.02% | −11,597−16.0% | Reduced |
| KLP Kapitalforvaltning AS | 59,800 | $3.30M | 0.02% | −100−0.2% | Reduced |
| State of Alaska, Department of Revenue | 58,683 | $3.22M | 0.04% | +55+0.1% | Added |
| Ontario Teachers Pension Plan Board | 58,536 | $3.21M | 0.05% | +34,079+139.3% | Added |
| Round Hill Asset Management | 56,205 | $3.09M | 2.22% | −2,885−4.9% | Reduced |
| Commerce Bank | 55,747 | $3.06M | 0.02% | +718+1.3% | Added |
| State of Tennessee, Treasury Department | 55,436 | $3.04M | 0.01% | 00.0% | Unchanged |
| Aurora Investment Counsel | 55,396 | $3.04M | 1.69% | −784−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 55,248 | $3.03M | 0.04% | +13,447+32.2% | Added |
| Kendall Capital Management | 54,750 | $3.01M | 0.88% | +2,215+4.2% | Added |
| PGGM Investments | 54,159 | $2.97M | 0.04% | 00.0% | Unchanged |
| Rings Capital Management LLC | 53,000 | $2.91M | 1.48% | 00.0% | Unchanged |
| Cetera Investment Advisers | 52,532 | $2.88M | 0.01% | +14,934+39.7% | Added |
| Stifel Financial Corp | 51,981 | $2.85M | 0.00% | −9,916−16.0% | Reduced |
| Agf Management Ltd | 50,545 | $2.78M | 0.01% | +6,659+15.2% | Added |
| Rockefeller Capital Management L.P. | 49,819 | $2.74M | 0.01% | −2,670−5.1% | Reduced |
| American Century Companies Inc | 49,408 | $2.71M | 0.00% | −53,952−52.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 49,077 | $2.69M | 0.03% | −580−1.2% | Reduced |
| Deutsche Bank AG | 47,675 | $2.62M | 0.00% | +3,280+7.4% | Added |
| Teachers Retirement System of the State of Kentucky | 47,628 | $2.62M | 0.02% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 47,374 | $2.60M | 1.20% | +159+0.3% | Added |
| Public Employees Retirement System of Ohio | 46,953 | $2.58M | 0.01% | −3,936−7.7% | Reduced |
| Ensign Peak Advisors, Inc | 46,542 | $2.56M | 0.00% | −5,757−11.0% | Reduced |
| Auxier Asset Management | 46,437 | $2.55M | 0.38% | −260−0.6% | Reduced |
| Yousif Capital Management, LLC | 46,127 | $2.53M | 0.03% | −3,708−7.4% | Reduced |
| State of New Jersey Common Pension Fund D | 44,945 | $2.47M | 0.01% | −5,928−11.7% | Reduced |
| Verition Fund Management LLC | 44,851 | $2.46M | 0.01% | −41,300−47.9% | Reduced |
| Burney Co | 44,730 | $2.46M | 0.09% | −1,856−4.0% | Reduced |
| Optimist Retirement Group LLC | 44,262 | $2.43M | 1.22% | +1,416+3.3% | Added |
| Mariner, LLC | 43,401 | $2.38M | 0.00% | −8,769−16.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 43,368 | $2.38M | 0.02% | +35,056+421.8% | Added |
| Alberta Investment Management Corp | 42,100 | $2.31M | 0.02% | −47,900−53.2% | Reduced |
| Quantinno Capital Management LP | 41,460 | $2.28M | 0.01% | −3,385−7.5% | Reduced |
| Human Investing LLC | 40,947 | $2.25M | 0.40% | −992−2.4% | Reduced |
| Citigroup Inc | 40,703 | $2.24M | 0.00% | −27,207−40.1% | Reduced |
| Andra AP-fonden | 39,807 | $2.19M | 0.04% | +39,807 | New |
| LGT Group Foundation | 39,321 | $2.16M | 0.03% | +14,713+59.8% | Added |
| Arizona State Retirement System | 39,311 | $2.16M | 0.01% | −1,201−3.0% | Reduced |
| M&T Bank Corp | 39,020 | $2.14M | 0.01% | −883−2.2% | Reduced |
| Teacher Retirement System of Texas | 38,903 | $2.14M | 0.01% | −86,437−69.0% | Reduced |
| Virginia Retirement Systems Et Al | 38,800 | $2.13M | 0.02% | +38,800 | New |
| Caxton Associates LLP | 37,972 | $2.09M | 0.07% | +37,972 | New |
| Louisiana State Employees Retirement System | 37,500 | $2.06M | 0.04% | −500−1.3% | Reduced |
| Cunning Capital Partners, LP | 37,360 | $2.05M | 1.31% | −215−0.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 37,265 | $2.05M | 0.04% | +37,265 | New |
| Commonwealth Equity Services, LLC | 37,204 | $2.04M | 0.00% | +1,198+3.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,070 | $1.98M | 0.01% | −220−0.6% | Reduced |
| Handelsbanken Fonder AB | 35,700 | $1.96M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 34,470 | $1.89M | 0.01% | −2,115−5.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,156 | $1.88M | 0.08% | −33,036−49.2% | Reduced |
| Bridgefront Capital, LLC | 33,657 | $1.85M | 0.53% | +33,657 | New |
| Aquatic Capital Management LLC | 33,403 | $1.83M | 0.05% | +33,403 | New |
| South Dakota Investment Council | 32,862 | $1.80M | 0.04% | −500−1.5% | Reduced |
| Ritholtz Wealth Management | 32,605 | $1.79M | 0.05% | +410+1.3% | Added |
| Mercer Global Advisors Inc | 32,140 | $1.76M | 0.00% | −1,339−4.0% | Reduced |
| State of Michigan Retirement System | 32,068 | $1.76M | 0.01% | −400−1.2% | Reduced |
| Omers Administration Corp | 32,036 | $1.76M | 0.02% | +5,436+20.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,995 | $1.76M | 0.01% | +1,728+5.7% | Added |
| Pathstone Holdings, LLC | 31,554 | $1.74M | 0.01% | +127+0.4% | Added |
| Natixis Advisors, L.P. | 31,414 | $1.73M | 0.00% | +5,533+21.4% | Added |
| Thrivent Financial for Lutherans | 31,382 | $1.72M | 0.00% | −864−2.7% | Reduced |
| F/M Investments LLC | 30,650 | $1.68M | 0.07% | −1,432−4.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,409 | $1.67M | 0.22% | +25+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,761 | $1.63M | 0.03% | −697−2.3% | Reduced |
| Kennondale Capital Management LLC | 29,286 | $1.61M | 1.75% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 29,064 | $1.60M | 0.07% | −2,047−6.6% | Reduced |