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 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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 100,174 | $3.18M | 0.02% | +100,174 | New |
| South Dakota Investment Council | 97,465 | $3.09M | 0.06% | +84,964+679.7% | Added |
| Elo Mutual Pension Insurance Co | 96,033 | $3.05M | 0.05% | +4,775+5.2% | Added |
| Stifel Financial Corp | 95,068 | $3.02M | 0.00% | +32,168+51.1% | Added |
| Segall Bryant & Hamill, LLC | 95,000 | $3.02M | 0.04% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 92,304 | $2.93M | 0.05% | +28,549+44.8% | Added |
| Vanguard Global Advisers, LLC | 91,754 | $2.91M | 0.00% | +91,754 | New |
| Intech Investment Management LLC | 89,816 | $2.85M | 0.03% | +14,782+19.7% | Added |
| Manufacturers Life Insurance Company, The | 86,730 | $2.75M | 0.00% | −2,222−2.5% | Reduced |
| Natixis | 84,298 | $2.68M | 0.01% | −27,818−24.8% | Reduced |
| Man Group plc | 82,338 | $2.61M | 0.01% | +82,338 | New |
| Trexquant Investment LP | 81,778 | $2.60M | 0.02% | +81,778 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 78,975 | $2.51M | 0.00% | −71,879−47.6% | Reduced |
| Neo Ivy Capital Management | 78,333 | $2.49M | 0.66% | +78,333 | New |
| Commonwealth Equity Services, LLC | 77,150 | $2.45M | 0.00% | +40,000+107.7% | Added |
| New York State Common Retirement Fund | 76,979 | $2.44M | 0.00% | −1,532−2.0% | Reduced |
| Jump Financial, LLC | 75,900 | $2.41M | 0.04% | +44,559+142.2% | Added |
| SummitTX Capital, L.P. | 74,444 | $2.36M | 0.08% | +10,235+15.9% | Added |
| Rodgers Brothers Inc. | 73,100 | $2.32M | 0.27% | −26,300−26.5% | Reduced |
| State of New Jersey Common Pension Fund D | 72,946 | $2.32M | 0.01% | +24,445+50.4% | Added |
| Forum Finance Group S.A. | 85,275 | $2.21M | 1.20% | +85,275 | New |
| Storebrand Asset Management AS | 68,181 | $2.16M | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 67,038 | $2.13M | 0.00% | +56,613+543.1% | Added |
| Round Hill Asset Management | 66,901 | $2.12M | 1.39% | +12,295+22.5% | Added |
| Caxton Associates LLP | 66,622 | $2.11M | 0.05% | +66,622 | New |
| Tealwood Asset Management Inc | 66,438 | $2.11M | 0.96% | +31,880+92.3% | Added |
| Schroder Investment Management Group | 66,649 | $2.11M | 0.00% | +38,703+138.5% | Added |
| Virginia Retirement Systems Et Al | 66,200 | $2.10M | 0.02% | +25,000+60.7% | Added |
| CI Private Wealth, LLC | 66,229 | $2.10M | 0.00% | −87,633−57.0% | Reduced |
| Kendall Capital Management | 65,415 | $2.08M | 0.43% | −5,365−7.6% | Reduced |
| Nomura Asset Management International Inc. | 63,893 | $2.03M | 0.00% | +43,993+221.1% | Added |
| Campbell & CO Investment Adviser LLC | 63,856 | $2.03M | 0.12% | −33,417−34.4% | Reduced |
| KLP Kapitalforvaltning AS | 62,900 | $2.01M | 0.01% | +17,500+38.5% | Added |
| MetLife Investment Management | 63,284 | $2.01M | 0.01% | +475+0.8% | Added |
| HSBC Holdings PLC | 62,627 | $1.99M | 0.00% | −29,833−32.3% | Reduced |
| CBOE Vest Financial, LLC | 62,072 | $1.97M | 0.02% | +5,392+9.5% | Added |
| Picton Mahoney Asset Management | 60,314 | $1.91M | 0.02% | +41,027+212.7% | Added |
| Optimist Retirement Group LLC | 57,808 | $1.83M | 0.81% | +15,500+36.6% | Added |
| Amalgamated Bank | 57,623 | $1.83M | 0.01% | +31+0.1% | Added |
| Qsemble Capital Management, LP | 57,158 | $1.81M | 0.14% | +4,658+8.9% | Added |
| Janus Henderson Group PLC | 56,954 | $1.81M | 0.00% | −2,194−3.7% | Reduced |
| State of Wisconsin Investment Board | 56,903 | $1.81M | 0.00% | −10,704−15.8% | Reduced |
| State of Alaska, Department of Revenue | 55,233 | $1.75M | 0.02% | −330−0.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 55,009 | $1.75M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 54,063 | $1.72M | 0.00% | −128,020−70.3% | Reduced |
| Treasurer of the State of North Carolina | 53,618 | $1.70M | 0.01% | +543+1.0% | Added |
| Brevan Howard Capital Management LP | 53,554 | $1.70M | 0.02% | −2,857−5.1% | Reduced |
| Wells Fargo & Company | 53,282 | $1.69M | 0.00% | −633−1.2% | Reduced |
| Rings Capital Management LLC | 53,000 | $1.68M | 0.90% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 51,766 | $1.65M | 0.01% | +28,875+126.1% | Added |
| Carolina Wealth Advisors, LLC | 51,303 | $1.63M | 0.68% | +50,152+4,357.3% | Added |
| State of Tennessee, Treasury Department | 51,160 | $1.62M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 50,738 | $1.61M | 0.00% | +50,738 | New |
| Toroso Investments, LLC | 50,510 | $1.60M | 0.00% | +9,025+21.8% | Added |
| O'Shaughnessy Asset Management, LLC | 49,901 | $1.58M | 0.01% | −8,549−14.6% | Reduced |
| Mutual of America Capital Management LLC | 48,577 | $1.54M | 0.02% | −4,038−7.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 47,981 | $1.52M | 0.03% | +47,981 | New |
| Russell Investments Group, Ltd. | 46,771 | $1.48M | 0.00% | +12,375+36.0% | Added |
| Bridgewater Associates, LP | 46,529 | $1.48M | 0.01% | −409,126−89.8% | Reduced |
| Mariner, LLC | 45,051 | $1.43M | 0.00% | +414+0.9% | Added |
| Caisse de Depot Et Placement du Quebec | 44,600 | $1.42M | 0.00% | +44,600 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,486 | $1.41M | 0.00% | +4,808+12.1% | Added |
| Vident Advisory, LLC | 44,376 | $1.41M | 0.01% | +9,779+28.3% | Added |
| Winton Group Ltd | 44,000 | $1.40M | 0.05% | +44,000 | New |
| Freestone Grove Partners LP | 43,978 | $1.40M | 0.01% | +18,743+74.3% | Added |
| Auxier Asset Management | 43,212 | $1.37M | 0.20% | −2,080−4.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 42,628 | $1.35M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 42,579 | $1.35M | 0.00% | +5,916+16.1% | Added |
| Deutsche Bank AG | 42,462 | $1.35M | 0.00% | −844−1.9% | Reduced |
| Ceera Investments, LLC | 42,228 | $1.34M | 0.59% | +31,648+299.1% | Added |
| Fox Run Management, L.L.C. | 42,105 | $1.33M | 0.23% | +42,105 | New |
| Commerce Bank | 41,940 | $1.33M | 0.01% | −2,210−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 40,812 | $1.30M | 0.00% | +20,918+105.1% | Added |
| CIBC Bancorp USA Inc. | 40,374 | $1.28M | 0.00% | +40,374 | New |
| LGT Group Foundation | 40,093 | $1.27M | 0.02% | +16,857+72.5% | Added |
| Chase Investment Counsel Corp | 40,000 | $1.27M | 0.33% | +10,000+33.3% | Added |
| Lighthouse Investment Partners, LLC | 39,934 | $1.27M | 0.05% | −2,537−6.0% | Reduced |
| CWM, LLC | 39,610 | $1.26M | 0.00% | −14,021−26.1% | Reduced |
| Mutual Advisors, LLC | 38,744 | $1.23M | 0.03% | +27,666+249.7% | Added |
| Mercer Global Advisors Inc | 38,716 | $1.23M | 0.00% | −2,049−5.0% | Reduced |
| Public Employees Retirement System of Ohio | 38,602 | $1.23M | 0.00% | −4,168−9.7% | Reduced |
| Kestra Advisory Services, LLC | 38,521 | $1.22M | 0.00% | +6,858+21.7% | Added |
| Cunning Capital Partners, LP | 37,360 | $1.19M | 0.60% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 37,196 | $1.18M | 0.01% | −2,014−5.1% | Reduced |
| Louisiana State Employees Retirement System | 36,800 | $1.17M | 0.02% | +1,800+5.1% | Added |
| Summit Trail Advisors, LLC | 35,430 | $1.12M | 0.02% | +13,949+64.9% | Added |
| Arizona State Retirement System | 34,738 | $1.10M | 0.01% | −917−2.6% | Reduced |
| Handelsbanken Fonder AB | 34,700 | $1.10M | 0.00% | −14,600−29.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,165 | $1.10M | 0.00% | −5,413−13.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 32,306 | $1.03M | 0.00% | +32,306 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,760 | $1.01M | 0.01% | +123+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,528 | $1.00M | 0.03% | +3,712+13.3% | Added |
| Linden Thomas Advisory Services, LLC | 31,157 | $988.9K | 0.10% | +220+0.7% | Added |
| State of Michigan Retirement System | 30,468 | $967.1K | 0.01% | +600+2.0% | Added |
| Envestnet Asset Management Inc | 29,784 | $945.3K | 0.00% | −17,492−37.0% | Reduced |
| Colony Group, LLC | 14,011 | $930.4K | 0.00% | −8,197−36.9% | Reduced |
| Thrivent Financial for Lutherans | 28,560 | $906.0K | 0.00% | +92+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 28,398 | $901.4K | 0.01% | +112+0.4% | Added |
| Sequoia Financial Advisors, LLC | 28,196 | $894.9K | 0.01% | +3,401+13.7% | Added |
| First Citizens Bank & Trust Co | 27,805 | $882.5K | 0.02% | +387+1.4% | Added |