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 2026
Institutional positions in H&R Block Inc as of Mar 31, 2026. 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
- 490
- −10 vs. Q4 2025
- Shares held
- 121.5M
- +19.0M (+18.6%) vs. Q4 2025
- Total value
- $3.86B
- −$607.9M (−13.6%) vs. Q4 2025
- New holders
- 84
- 211 more added
- Sold out
- 94
- 135 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,538,824 | $493.2M | 0.01% | −292,404−1.8% | Reduced |
| FMR LLC | 15,287,403 | $485.2M | 0.03% | +720,062+4.9% | Added |
| Vanguard Portfolio Management LLC | 7,272,325 | $230.8M | 0.01% | +7,272,325 | New |
| Vanguard Capital Management LLC | 5,655,035 | $179.5M | 0.00% | +5,655,035 | New |
| Fuller & Thaler Asset Management, Inc. | 4,280,293 | $135.9M | 0.46% | −5,223−0.1% | Reduced |
| State Street Corp | 3,994,793 | $128.5M | 0.00% | +9,633+0.2% | Added |
| Lazard Asset Management LLC | 3,761,094 | $119.4M | 0.20% | +1,269,064+50.9% | Added |
| Citadel Advisors LLC | 3,183,175 | $101.0M | 0.07% | +1,584,227+99.1% | Added |
| AQR Capital Management LLC | 3,182,725 | $99.9M | 0.05% | −220,003−6.5% | Reduced |
| Geode Capital Management, LLC | 3,137,087 | $99.6M | 0.01% | +246,647+8.5% | Added |
| Northern Trust Corp | 3,015,136 | $95.7M | 0.01% | +599,481+24.8% | Added |
| Dimensional Fund Advisors LP | 2,307,766 | $73.2M | 0.02% | −212,116−8.4% | Reduced |
| Morgan Stanley | 1,988,035 | $63.1M | 0.00% | +487,082+32.5% | Added |
| Charles Schwab Investment Management Inc | 1,781,623 | $56.5M | 0.01% | +204,973+13.0% | Added |
| Himalaya Capital Management LLCSuperinvestorHimalaya Capital | 1,626,906 | $51.6M | 1.61% | +1,626,906 | New |
| Arrowstreet Capital, Limited Partnership | 1,594,384 | $50.6M | 0.03% | −200,097−11.2% | Reduced |
| LSV Asset Management | 1,531,890 | $48.6M | 0.10% | −2,561−0.2% | Reduced |
| Bank of New York Mellon Corp | 1,516,885 | $48.1M | 0.01% | +96,928+6.8% | Added |
| Invesco Ltd. | 1,451,084 | $46.1M | 0.00% | +837,463+136.5% | Added |
| Ranmore Fund Management Ltd | 1,400,000 | $44.4M | 5.87% | +452,000+47.7% | Added |
| First Trust Advisors LP | 1,328,584 | $42.2M | 0.03% | +276,193+26.2% | Added |
| Marshall Wace, LLP | 1,136,544 | $36.1M | 0.04% | −39,091−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,128,669 | $35.8M | 0.03% | −217,054−16.1% | Reduced |
| Barclays PLC | 1,108,222 | $35.2M | 0.01% | +326,525+41.8% | Added |
| Goldman Sachs Group Inc | 1,081,378 | $34.3M | 0.00% | +179,311+19.9% | Added |
| Lodge Hill Capital, LLC | 1,050,000 | $33.3M | 6.44% | +250,000+31.3% | Added |
| Bank of America Corp | 1,008,715 | $32.0M | 0.00% | −45,007−4.3% | Reduced |
| UBS Group AG | 934,695 | $29.7M | 0.01% | −2220.0% | Reduced |
| Boston Trust Walden Corp | 895,236 | $28.4M | 0.23% | +118,927+15.3% | Added |
| Jupiter Asset Management Ltd | 890,538 | $28.3M | 0.15% | +885,301+16,904.7% | Added |
| Qube Research & Technologies Ltd | 854,591 | $27.1M | 0.04% | +347,109+68.4% | Added |
| Squarepoint Ops LLC | 808,762 | $25.7M | 0.06% | +729,426+919.4% | Added |
| Wellington Management Group LLP | 807,644 | $25.6M | 0.00% | −890,272−52.4% | Reduced |
| Vanguard Fiduciary Trust Co | 788,710 | $25.0M | 0.01% | +788,710 | New |
| Royce & Associates LP | 776,716 | $24.7M | 0.24% | +460,649+145.7% | Added |
| Prevatt Capital Ltd | 710,000 | $22.5M | 6.07% | +360,000+102.9% | Added |
| Pacer Advisors, Inc. | 692,760 | $22.0M | 0.06% | +159,369+29.9% | Added |
| JPMorgan Chase & Co | 566,410 | $17.9M | 0.00% | −65,101−10.3% | Reduced |
| SEI Investments Co | 532,705 | $16.9M | 0.02% | +107,143+25.2% | Added |
| Canada Pension Plan Investment Board | 506,200 | $16.1M | 0.01% | +150,400+42.3% | Added |
| Framtiden Holdings Management Co LLC | 490,000 | $15.6M | 15.23% | +215,000+78.2% | Added |
| Los Angeles Capital Management LLC | 471,614 | $15.0M | 0.06% | +470,971+73,245.9% | Added |
| Royal Bank of Canada | 428,112 | $13.6M | 0.00% | −109,382−20.4% | Reduced |
| Balyasny Asset Management LLC | 414,663 | $13.2M | 0.03% | +96,862+30.5% | Added |
| Nuveen, LLC | 407,885 | $12.9M | 0.00% | −273,824−40.2% | Reduced |
| Quantinno Capital Management LP | 398,279 | $12.6M | 0.02% | +260,350+188.8% | Added |
| UBS Asset Management Americas Inc | 392,279 | $12.5M | 0.00% | −298,758−43.2% | Reduced |
| Rhumbline Advisers | 378,278 | $12.0M | 0.01% | +3,346+0.9% | Added |
| Alps Advisors Inc | 369,617 | $11.7M | 0.06% | −19,061−4.9% | Reduced |
| RWWM, Inc. | 360,354 | $11.4M | 0.83% | +360,354 | New |
| Ameriprise Financial Inc | 345,460 | $11.0M | 0.00% | +195,314+130.1% | Added |
| Swedbank AB | 345,643 | $11.0M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 343,642 | $10.9M | 0.01% | −495,626−59.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 326,650 | $10.4M | 0.03% | +326,650 | New |
| California Public Employees Retirement System | 296,419 | $9.41M | 0.01% | −56,662−16.0% | Reduced |
| Cambria Investment Management, L.P. | 294,773 | $9.36M | 0.52% | +94,622+47.3% | Added |
| Principal Financial Group Inc | 283,449 | $9.00M | 0.00% | +11,555+4.2% | Added |
| Alliancebernstein L.P. | 206,235 | $8.99M | 0.00% | −69,978−25.3% | Reduced |
| Atom Investors LP | 273,466 | $8.68M | 0.62% | +101,928+59.4% | Added |
| Capital Fund Management S.A. | 268,390 | $8.52M | 0.08% | +191,633+249.7% | Added |
| Sound Income Strategies, LLC | 259,921 | $8.26M | 0.40% | +153,844+145.0% | Added |
| Robeco Institutional Asset Management B.V. | 254,844 | $8.09M | 0.01% | +254,844 | New |
| Tectonic Advisors LLC | 251,935 | $8.00M | 0.42% | +54,462+27.6% | Added |
| Swiss National Bank | 250,100 | $7.94M | 0.00% | −2,000−0.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 234,400 | $7.44M | 0.02% | −6,390−2.7% | Reduced |
| Amundi | 229,207 | $7.28M | 0.00% | +219,830+2,344.4% | Added |
| Victory Capital Management Inc | 225,203 | $7.15M | 0.00% | +56,962+33.9% | Added |
| Kingsview Wealth Management, LLC | 216,560 | $6.87M | 0.09% | +51,129+30.9% | Added |
| Legal & General Group Plc | 181,752 | $5.77M | 0.00% | −20,416−10.1% | Reduced |
| Midwest Trust Co | 167,138 | $5.30M | 0.07% | −3,190−1.9% | Reduced |
| Sprott Inc. | 165,000 | $5.24M | 0.16% | +115,000+230.0% | Added |
| SG Americas Securities, LLC | 163,973 | $5.21M | 0.01% | +68,876+72.4% | Added |
| BNP Paribas Arbitrage, SA | 161,742 | $5.13M | 0.00% | −711,871−81.5% | Reduced |
| Retirement Systems of Alabama | 155,400 | $4.93M | 0.02% | +3,669+2.4% | Added |
| Susquehanna International Group, LLP | 151,103 | $4.80M | 0.01% | +123,019+438.0% | Added |
| California State Teachers Retirement System | 149,211 | $4.74M | 0.01% | +15,575+11.7% | Added |
| Price T Rowe Associates Inc | 148,869 | $4.73M | 0.00% | −492,049−76.8% | Reduced |
| Landscape Capital Management, L.L.C. | 141,108 | $4.48M | 0.28% | −69,390−33.0% | Reduced |
| Cerity Partners LLC | 140,180 | $4.45M | 0.01% | +30,850+28.2% | Added |
| New York State Teachers Retirement System | 138,306 | $4.39M | 0.01% | −3,863−2.7% | Reduced |
| Voya Investment Management LLC | 137,415 | $4.36M | 0.00% | −149,189−52.1% | Reduced |
| Illinois Municipal Retirement Fund | 137,280 | $4.36M | 0.06% | +32,116+30.5% | Added |
| State Board of Administration of Florida Retirement System | 128,519 | $4.08M | 0.01% | −9,408−6.8% | Reduced |
| Creative Planning | 127,561 | $4.05M | 0.00% | +30,364+31.2% | Added |
| Crawford Investment Counsel Inc | 122,498 | $3.89M | 0.07% | +21,062+20.8% | Added |
| Nisa Investment Advisors, LLC | 119,136 | $3.83M | 0.01% | +7,553+6.8% | Added |
| Agf Management Ltd | 120,211 | $3.82M | 0.02% | +51,387+74.7% | Added |
| Vanguard Asset Management, Ltd | 116,154 | $3.69M | 0.00% | +116,154 | New |
| Mitsubishi UFJ Trust & Banking Corp | 112,337 | $3.57M | 0.01% | +36,864+48.8% | Added |
| Prudential Financial Inc | 108,145 | $3.43M | 0.00% | +14,903+16.0% | Added |
| Teacher Retirement System of Texas | 106,616 | $3.38M | 0.01% | +84,142+374.4% | Added |
| Franklin Resources Inc | 106,177 | $3.37M | 0.00% | −1,309−1.2% | Reduced |
| Seizert Capital Partners, LLC | 105,963 | $3.36M | 0.15% | +9,355+9.7% | Added |
| Janney Montgomery Scott LLC | 104,966 | $3.33M | 0.01% | +7,256+7.4% | Added |
| LPL Financial LLC | 104,714 | $3.32M | 0.00% | +39,348+60.2% | Added |
| Kennondale Capital Management LLC | 104,304 | $3.31M | 2.39% | +75,018+256.2% | Added |
| Great West Life Assurance Co | 103,740 | $3.29M | 0.01% | +1,064+1.0% | Added |
| Raymond James Financial Inc | 103,302 | $3.28M | 0.00% | −75,262−42.1% | Reduced |
| Inlet Private Wealth, LLC | 102,752 | $3.26M | 0.83% | +102,752 | New |
| Nordea Investment Management AB | 103,301 | $3.23M | 0.00% | −7,685−6.9% | Reduced |