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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 108,145 | $3.43M | 0.00% | +14,903+16.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 112,337 | $3.57M | 0.01% | +36,864+48.8% | Added |
| Vanguard Asset Management, Ltd | 116,154 | $3.69M | 0.00% | +116,154 | New |
| Agf Management Ltd | 120,211 | $3.82M | 0.02% | +51,387+74.7% | Added |
| Nisa Investment Advisors, LLC | 119,136 | $3.83M | 0.01% | +7,553+6.8% | Added |
| Crawford Investment Counsel Inc | 122,498 | $3.89M | 0.07% | +21,062+20.8% | Added |
| Creative Planning | 127,561 | $4.05M | 0.00% | +30,364+31.2% | Added |
| State Board of Administration of Florida Retirement System | 128,519 | $4.08M | 0.01% | −9,408−6.8% | Reduced |
| Illinois Municipal Retirement Fund | 137,280 | $4.36M | 0.06% | +32,116+30.5% | Added |
| Voya Investment Management LLC | 137,415 | $4.36M | 0.00% | −149,189−52.1% | Reduced |
| New York State Teachers Retirement System | 138,306 | $4.39M | 0.01% | −3,863−2.7% | Reduced |
| Cerity Partners LLC | 140,180 | $4.45M | 0.01% | +30,850+28.2% | Added |
| Landscape Capital Management, L.L.C. | 141,108 | $4.48M | 0.28% | −69,390−33.0% | Reduced |
| Price T Rowe Associates Inc | 148,869 | $4.73M | 0.00% | −492,049−76.8% | Reduced |
| California State Teachers Retirement System | 149,211 | $4.74M | 0.01% | +15,575+11.7% | Added |
| Susquehanna International Group, LLP | 151,103 | $4.80M | 0.01% | +123,019+438.0% | Added |
| Retirement Systems of Alabama | 155,400 | $4.93M | 0.02% | +3,669+2.4% | Added |
| BNP Paribas Arbitrage, SA | 161,742 | $5.13M | 0.00% | −711,871−81.5% | Reduced |
| SG Americas Securities, LLC | 163,973 | $5.21M | 0.01% | +68,876+72.4% | Added |
| Sprott Inc. | 165,000 | $5.24M | 0.16% | +115,000+230.0% | Added |
| Midwest Trust Co | 167,138 | $5.30M | 0.07% | −3,190−1.9% | Reduced |
| Legal & General Group Plc | 181,752 | $5.77M | 0.00% | −20,416−10.1% | Reduced |
| Kingsview Wealth Management, LLC | 216,560 | $6.87M | 0.09% | +51,129+30.9% | Added |
| Victory Capital Management Inc | 225,203 | $7.15M | 0.00% | +56,962+33.9% | Added |
| Amundi | 229,207 | $7.28M | 0.00% | +219,830+2,344.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 234,400 | $7.44M | 0.02% | −6,390−2.7% | Reduced |
| Swiss National Bank | 250,100 | $7.94M | 0.00% | −2,000−0.8% | Reduced |
| Tectonic Advisors LLC | 251,935 | $8.00M | 0.42% | +54,462+27.6% | Added |
| Robeco Institutional Asset Management B.V. | 254,844 | $8.09M | 0.01% | +254,844 | New |
| Sound Income Strategies, LLC | 259,921 | $8.26M | 0.40% | +153,844+145.0% | Added |
| Capital Fund Management S.A. | 268,390 | $8.52M | 0.08% | +191,633+249.7% | Added |
| Atom Investors LP | 273,466 | $8.68M | 0.62% | +101,928+59.4% | Added |
| Alliancebernstein L.P. | 206,235 | $8.99M | 0.00% | −69,978−25.3% | Reduced |
| Principal Financial Group Inc | 283,449 | $9.00M | 0.00% | +11,555+4.2% | Added |
| Cambria Investment Management, L.P. | 294,773 | $9.36M | 0.52% | +94,622+47.3% | Added |
| California Public Employees Retirement System | 296,419 | $9.41M | 0.01% | −56,662−16.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 326,650 | $10.4M | 0.03% | +326,650 | New |
| Millennium Management LLC | 343,642 | $10.9M | 0.01% | −495,626−59.1% | Reduced |
| Swedbank AB | 345,643 | $11.0M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 345,460 | $11.0M | 0.00% | +195,314+130.1% | Added |
| RWWM, Inc. | 360,354 | $11.4M | 0.83% | +360,354 | New |
| Alps Advisors Inc | 369,617 | $11.7M | 0.06% | −19,061−4.9% | Reduced |
| Rhumbline Advisers | 378,278 | $12.0M | 0.01% | +3,346+0.9% | Added |
| UBS Asset Management Americas Inc | 392,279 | $12.5M | 0.00% | −298,758−43.2% | Reduced |
| Quantinno Capital Management LP | 398,279 | $12.6M | 0.02% | +260,350+188.8% | Added |
| Nuveen, LLC | 407,885 | $12.9M | 0.00% | −273,824−40.2% | Reduced |
| Balyasny Asset Management LLC | 414,663 | $13.2M | 0.03% | +96,862+30.5% | Added |
| Royal Bank of Canada | 428,112 | $13.6M | 0.00% | −109,382−20.4% | Reduced |
| Los Angeles Capital Management LLC | 471,614 | $15.0M | 0.06% | +470,971+73,245.9% | Added |
| Framtiden Holdings Management Co LLC | 490,000 | $15.6M | 15.23% | +215,000+78.2% | Added |
| Canada Pension Plan Investment Board | 506,200 | $16.1M | 0.01% | +150,400+42.3% | Added |
| SEI Investments Co | 532,705 | $16.9M | 0.02% | +107,143+25.2% | Added |
| JPMorgan Chase & Co | 566,410 | $17.9M | 0.00% | −65,101−10.3% | Reduced |
| Pacer Advisors, Inc. | 692,760 | $22.0M | 0.06% | +159,369+29.9% | Added |
| Prevatt Capital Ltd | 710,000 | $22.5M | 6.07% | +360,000+102.9% | Added |
| Royce & Associates LP | 776,716 | $24.7M | 0.24% | +460,649+145.7% | Added |
| Vanguard Fiduciary Trust Co | 788,710 | $25.0M | 0.01% | +788,710 | New |
| Wellington Management Group LLP | 807,644 | $25.6M | 0.00% | −890,272−52.4% | Reduced |
| Squarepoint Ops LLC | 808,762 | $25.7M | 0.06% | +729,426+919.4% | Added |
| Qube Research & Technologies Ltd | 854,591 | $27.1M | 0.04% | +347,109+68.4% | Added |
| Jupiter Asset Management Ltd | 890,538 | $28.3M | 0.15% | +885,301+16,904.7% | Added |
| Boston Trust Walden Corp | 895,236 | $28.4M | 0.23% | +118,927+15.3% | Added |
| UBS Group AG | 934,695 | $29.7M | 0.01% | −2220.0% | Reduced |
| Bank of America Corp | 1,008,715 | $32.0M | 0.00% | −45,007−4.3% | Reduced |
| Lodge Hill Capital, LLC | 1,050,000 | $33.3M | 6.44% | +250,000+31.3% | Added |
| Goldman Sachs Group Inc | 1,081,378 | $34.3M | 0.00% | +179,311+19.9% | Added |
| Barclays PLC | 1,108,222 | $35.2M | 0.01% | +326,525+41.8% | Added |
| D. E. Shaw & Co., Inc. | 1,128,669 | $35.8M | 0.03% | −217,054−16.1% | Reduced |
| Marshall Wace, LLP | 1,136,544 | $36.1M | 0.04% | −39,091−3.3% | Reduced |
| First Trust Advisors LP | 1,328,584 | $42.2M | 0.03% | +276,193+26.2% | Added |
| Ranmore Fund Management Ltd | 1,400,000 | $44.4M | 5.87% | +452,000+47.7% | Added |
| Invesco Ltd. | 1,451,084 | $46.1M | 0.00% | +837,463+136.5% | Added |
| Bank of New York Mellon Corp | 1,516,885 | $48.1M | 0.01% | +96,928+6.8% | Added |
| LSV Asset Management | 1,531,890 | $48.6M | 0.10% | −2,561−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,594,384 | $50.6M | 0.03% | −200,097−11.2% | Reduced |
| Himalaya Capital Management LLCSuperinvestorHimalaya Capital | 1,626,906 | $51.6M | 1.61% | +1,626,906 | New |
| Charles Schwab Investment Management Inc | 1,781,623 | $56.5M | 0.01% | +204,973+13.0% | Added |
| Morgan Stanley | 1,988,035 | $63.1M | 0.00% | +487,082+32.5% | Added |
| Dimensional Fund Advisors LP | 2,307,766 | $73.2M | 0.02% | −212,116−8.4% | Reduced |
| Northern Trust Corp | 3,015,136 | $95.7M | 0.01% | +599,481+24.8% | Added |
| Geode Capital Management, LLC | 3,137,087 | $99.6M | 0.01% | +246,647+8.5% | Added |
| AQR Capital Management LLC | 3,182,725 | $99.9M | 0.05% | −220,003−6.5% | Reduced |
| Citadel Advisors LLC | 3,183,175 | $101.0M | 0.07% | +1,584,227+99.1% | Added |
| Lazard Asset Management LLC | 3,761,094 | $119.4M | 0.20% | +1,269,064+50.9% | Added |
| State Street Corp | 3,994,793 | $128.5M | 0.00% | +9,633+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,280,293 | $135.9M | 0.46% | −5,223−0.1% | Reduced |
| Vanguard Capital Management LLC | 5,655,035 | $179.5M | 0.00% | +5,655,035 | New |
| Vanguard Portfolio Management LLC | 7,272,325 | $230.8M | 0.01% | +7,272,325 | New |
| FMR LLC | 15,287,403 | $485.2M | 0.03% | +720,062+4.9% | Added |
| BlackRock, Inc. | 15,538,824 | $493.2M | 0.01% | −292,404−1.8% | Reduced |
| Boston Partners | 0 | $0 | 0.00% | −3,065,070−100.0% | Sold out |
| Arbejdsmarkedets Tillaegspension | 0 | $0 | 0.00% | −555,637−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −467,640−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −370,841−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −154,795−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −145,565−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −119,858−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −118,033−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −104,731−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −99,405−100.0% | Sold out |