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 |
|---|---|---|---|---|---|
| Vanguard Investments Australia, Ltd. | 32,306 | $1.03M | 0.00% | +32,306 | New |
| Wealth Enhancement Advisory Services, LLC | 34,165 | $1.10M | 0.00% | −5,413−13.7% | Reduced |
| Handelsbanken Fonder AB | 34,700 | $1.10M | 0.00% | −14,600−29.6% | Reduced |
| Arizona State Retirement System | 34,738 | $1.10M | 0.01% | −917−2.6% | Reduced |
| Summit Trail Advisors, LLC | 35,430 | $1.12M | 0.02% | +13,949+64.9% | Added |
| Louisiana State Employees Retirement System | 36,800 | $1.17M | 0.02% | +1,800+5.1% | Added |
| Yousif Capital Management, LLC | 37,196 | $1.18M | 0.01% | −2,014−5.1% | Reduced |
| Cunning Capital Partners, LP | 37,360 | $1.19M | 0.60% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 38,521 | $1.22M | 0.00% | +6,858+21.7% | Added |
| Public Employees Retirement System of Ohio | 38,602 | $1.23M | 0.00% | −4,168−9.7% | Reduced |
| Mercer Global Advisors Inc | 38,716 | $1.23M | 0.00% | −2,049−5.0% | Reduced |
| Mutual Advisors, LLC | 38,744 | $1.23M | 0.03% | +27,666+249.7% | Added |
| CWM, LLC | 39,610 | $1.26M | 0.00% | −14,021−26.1% | Reduced |
| Lighthouse Investment Partners, LLC | 39,934 | $1.27M | 0.05% | −2,537−6.0% | Reduced |
| Chase Investment Counsel Corp | 40,000 | $1.27M | 0.33% | +10,000+33.3% | Added |
| LGT Group Foundation | 40,093 | $1.27M | 0.02% | +16,857+72.5% | Added |
| CIBC Bancorp USA Inc. | 40,374 | $1.28M | 0.00% | +40,374 | New |
| Advisor Group Holdings, Inc. | 40,812 | $1.30M | 0.00% | +20,918+105.1% | Added |
| Commerce Bank | 41,940 | $1.33M | 0.01% | −2,210−5.0% | Reduced |
| Fox Run Management, L.L.C. | 42,105 | $1.33M | 0.23% | +42,105 | New |
| Ceera Investments, LLC | 42,228 | $1.34M | 0.59% | +31,648+299.1% | Added |
| Deutsche Bank AG | 42,462 | $1.35M | 0.00% | −844−1.9% | Reduced |
| M&T Bank Corp | 42,579 | $1.35M | 0.00% | +5,916+16.1% | Added |
| Teachers Retirement System of the State of Kentucky | 42,628 | $1.35M | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 43,212 | $1.37M | 0.20% | −2,080−4.6% | Reduced |
| Freestone Grove Partners LP | 43,978 | $1.40M | 0.01% | +18,743+74.3% | Added |
| Winton Group Ltd | 44,000 | $1.40M | 0.05% | +44,000 | New |
| Vident Advisory, LLC | 44,376 | $1.41M | 0.01% | +9,779+28.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,486 | $1.41M | 0.00% | +4,808+12.1% | Added |
| Caisse de Depot Et Placement du Quebec | 44,600 | $1.42M | 0.00% | +44,600 | New |
| Mariner, LLC | 45,051 | $1.43M | 0.00% | +414+0.9% | Added |
| Bridgewater Associates, LP | 46,529 | $1.48M | 0.01% | −409,126−89.8% | Reduced |
| Russell Investments Group, Ltd. | 46,771 | $1.48M | 0.00% | +12,375+36.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 47,981 | $1.52M | 0.03% | +47,981 | New |
| Mutual of America Capital Management LLC | 48,577 | $1.54M | 0.02% | −4,038−7.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 49,901 | $1.58M | 0.01% | −8,549−14.6% | Reduced |
| Toroso Investments, LLC | 50,510 | $1.60M | 0.00% | +9,025+21.8% | Added |
| Two Sigma Investments, LP | 50,738 | $1.61M | 0.00% | +50,738 | New |
| State of Tennessee, Treasury Department | 51,160 | $1.62M | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 51,303 | $1.63M | 0.68% | +50,152+4,357.3% | Added |
| Pathstone Holdings, LLC | 51,766 | $1.65M | 0.01% | +28,875+126.1% | Added |
| Rings Capital Management LLC | 53,000 | $1.68M | 0.90% | 00.0% | Unchanged |
| Wells Fargo & Company | 53,282 | $1.69M | 0.00% | −633−1.2% | Reduced |
| Brevan Howard Capital Management LP | 53,554 | $1.70M | 0.02% | −2,857−5.1% | Reduced |
| Treasurer of the State of North Carolina | 53,618 | $1.70M | 0.01% | +543+1.0% | Added |
| Citigroup Inc | 54,063 | $1.72M | 0.00% | −128,020−70.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 55,009 | $1.75M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 55,233 | $1.75M | 0.02% | −330−0.6% | Reduced |
| State of Wisconsin Investment Board | 56,903 | $1.81M | 0.00% | −10,704−15.8% | Reduced |
| Janus Henderson Group PLC | 56,954 | $1.81M | 0.00% | −2,194−3.7% | Reduced |
| Qsemble Capital Management, LP | 57,158 | $1.81M | 0.14% | +4,658+8.9% | Added |
| Amalgamated Bank | 57,623 | $1.83M | 0.01% | +31+0.1% | Added |
| Optimist Retirement Group LLC | 57,808 | $1.83M | 0.81% | +15,500+36.6% | Added |
| Picton Mahoney Asset Management | 60,314 | $1.91M | 0.02% | +41,027+212.7% | Added |
| CBOE Vest Financial, LLC | 62,072 | $1.97M | 0.02% | +5,392+9.5% | Added |
| HSBC Holdings PLC | 62,627 | $1.99M | 0.00% | −29,833−32.3% | Reduced |
| MetLife Investment Management | 63,284 | $2.01M | 0.01% | +475+0.8% | Added |
| KLP Kapitalforvaltning AS | 62,900 | $2.01M | 0.01% | +17,500+38.5% | Added |
| Campbell & CO Investment Adviser LLC | 63,856 | $2.03M | 0.12% | −33,417−34.4% | Reduced |
| Nomura Asset Management International Inc. | 63,893 | $2.03M | 0.00% | +43,993+221.1% | Added |
| Kendall Capital Management | 65,415 | $2.08M | 0.43% | −5,365−7.6% | Reduced |
| CI Private Wealth, LLC | 66,229 | $2.10M | 0.00% | −87,633−57.0% | Reduced |
| Virginia Retirement Systems Et Al | 66,200 | $2.10M | 0.02% | +25,000+60.7% | Added |
| Schroder Investment Management Group | 66,649 | $2.11M | 0.00% | +38,703+138.5% | Added |
| Tealwood Asset Management Inc | 66,438 | $2.11M | 0.96% | +31,880+92.3% | Added |
| Caxton Associates LLP | 66,622 | $2.11M | 0.05% | +66,622 | New |
| Round Hill Asset Management | 66,901 | $2.12M | 1.39% | +12,295+22.5% | Added |
| Fifth Third Bancorp | 67,038 | $2.13M | 0.00% | +56,613+543.1% | Added |
| Storebrand Asset Management AS | 68,181 | $2.16M | 0.01% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 85,275 | $2.21M | 1.20% | +85,275 | New |
| State of New Jersey Common Pension Fund D | 72,946 | $2.32M | 0.01% | +24,445+50.4% | Added |
| Rodgers Brothers Inc. | 73,100 | $2.32M | 0.27% | −26,300−26.5% | Reduced |
| SummitTX Capital, L.P. | 74,444 | $2.36M | 0.08% | +10,235+15.9% | Added |
| Jump Financial, LLC | 75,900 | $2.41M | 0.04% | +44,559+142.2% | Added |
| New York State Common Retirement Fund | 76,979 | $2.44M | 0.00% | −1,532−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 77,150 | $2.45M | 0.00% | +40,000+107.7% | Added |
| Neo Ivy Capital Management | 78,333 | $2.49M | 0.66% | +78,333 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 78,975 | $2.51M | 0.00% | −71,879−47.6% | Reduced |
| Trexquant Investment LP | 81,778 | $2.60M | 0.02% | +81,778 | New |
| Man Group plc | 82,338 | $2.61M | 0.01% | +82,338 | New |
| Natixis | 84,298 | $2.68M | 0.01% | −27,818−24.8% | Reduced |
| Manufacturers Life Insurance Company, The | 86,730 | $2.75M | 0.00% | −2,222−2.5% | Reduced |
| Intech Investment Management LLC | 89,816 | $2.85M | 0.03% | +14,782+19.7% | Added |
| Vanguard Global Advisers, LLC | 91,754 | $2.91M | 0.00% | +91,754 | New |
| Wedge Capital Management L L P | 92,304 | $2.93M | 0.05% | +28,549+44.8% | Added |
| Segall Bryant & Hamill, LLC | 95,000 | $3.02M | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 95,068 | $3.02M | 0.00% | +32,168+51.1% | Added |
| Elo Mutual Pension Insurance Co | 96,033 | $3.05M | 0.05% | +4,775+5.2% | Added |
| South Dakota Investment Council | 97,465 | $3.09M | 0.06% | +84,964+679.7% | Added |
| Empowered Funds, LLC | 100,174 | $3.18M | 0.02% | +100,174 | New |
| Nordea Investment Management AB | 103,301 | $3.23M | 0.00% | −7,685−6.9% | Reduced |
| Inlet Private Wealth, LLC | 102,752 | $3.26M | 0.83% | +102,752 | New |
| Raymond James Financial Inc | 103,302 | $3.28M | 0.00% | −75,262−42.1% | Reduced |
| Great West Life Assurance Co | 103,740 | $3.29M | 0.01% | +1,064+1.0% | Added |
| Kennondale Capital Management LLC | 104,304 | $3.31M | 2.39% | +75,018+256.2% | Added |
| LPL Financial LLC | 104,714 | $3.32M | 0.00% | +39,348+60.2% | Added |
| Janney Montgomery Scott LLC | 104,966 | $3.33M | 0.01% | +7,256+7.4% | Added |
| Seizert Capital Partners, LLC | 105,963 | $3.36M | 0.15% | +9,355+9.7% | Added |
| Franklin Resources Inc | 106,177 | $3.37M | 0.00% | −1,309−1.2% | Reduced |
| Teacher Retirement System of Texas | 106,616 | $3.38M | 0.01% | +84,142+374.4% | Added |