H&R BlockHRB
13F holders, Q1 2024 (March 31)478holders
8famous investors
$49.07avg. 13F price*
At the end of Q1 2024, 478 institutions reported holding H&R Block Inc. (HRB) in their 13F filings. The largest holders were FMR LLC ($1.0B), BlackRock Inc. ($816.8M) and Vanguard Group Inc. ($699.4M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q1 2024)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $46.4M |
| Exits | 46 | $28.0M |
Ownership 478 holders
| FMR LLC | 0.07% | Reduce -3.7% | 20,791,224 | $1.0B |
| BlackRock Inc. | 0.02% | Reduce -7.0% | 16,631,174 | $816.8M |
| Vanguard Group Inc. | 0.01% | Reduce -2.7% | 14,241,716 | $699.4M |
| State Street Corp. | 0.01% | Add +0.5% | 5,496,644 | $271.6M |
| Lazard Asset Management LLC | 0.32% | Add +3.4% | 4,899,439 | $240.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +23.3% | 4,655,402 | $228.6M |
| Wellington Management Group LLP | 0.03% | Add +5.4% | 3,373,712 | $165.7M |
| Boston Partners | 0.19% | Add +30.2% | 3,270,919 | $160.6M |
| Fuller & Thaler Asset Management, Inc. | 0.68% | Add +20.5% | 3,156,128 | $155.0M |
| Geode Capital Management, LLC | 0.01% | Add +12.1% | 2,617,851 | $128.8M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.4% | 2,460,625 | $120.8M |
| Northern Trust Corp. | 0.02% | Reduce -9.7% | 2,003,457 | $98.4M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Add +2.2% | 1,806,902 | $88.7M |
| Pacer Advisors, Inc. | 0.21% | Add +14.3% | 1,798,920 | $88.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.6% | 1,762,419 | $86.6M |
| Norges Bank | 0.01% | Add +0.4% | 1,715,138 | $84.2M |
| LSV Asset Management | 0.16% | Reduce -3.8% | 1,616,361 | $79.4M |
| AQR Capital Management | 0.13% | Reduce -33.7% | 1,525,201 | $74.7M |
| Citadel Advisors | 0.07% | Add +93.8% | 1,507,037 | $74.0M |
| Royal Bank of Canada | 0.02% | Add +31.1% | 1,285,031 | $63.1M |
| Morgan Stanley | 0.00% | Add +7.7% | 1,124,100 | $55.2M |
| Invesco Ltd. | 0.01% | Add +95.8% | 1,092,326 | $53.6M |
| NewEdge Wealth, LLC | 1.02% | Reduce -16.7% | 944,344 | $45.4M |
| Bank of America Corp. | 0.00% | Add +89.7% | 901,804 | $44.3M |
| Voloridge Investment Management, LLC | 0.16% | Add +94.0% | 869,209 | $42.7M |
| Nuveen Asset Management, LLC | 0.01% | Add +1.2% | 858,494 | $42.2M |
| Squarepoint Ops LLC | 0.17% | Add +3489.0% | 837,209 | $41.1M |
| BNP Paribas Financial Markets | 0.05% | Add +4.5% | 817,621 | $40.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -29.0% | 776,920 | $38.2M |
| Clark Capital Management Group, Inc. | 0.26% | Add +62.1% | 719,371 | $35.3M |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 669,256 | $32.9M |
| Victory Capital Management Inc. | 0.03% | Add +73.3% | 658,506 | $32.3M |
| Blue Whale Capital LLP | 3.37% | Add +60.5% | 650,000 | $31.9M |
| D. E. Shaw & Co. | 0.04% | Reduce -40.2% | 621,214 | $30.5M |
| California Public Employees Retirement System | 0.02% | Add +7.9% | 594,730 | $29.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +576.5% | 580,227 | $28.5M |
| Robeco Institutional Asset Management B.V. | 0.06% | Add +15.1% | 548,196 | $26.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.0% | 527,375 | $25.9M |
| Prevatt Capital Ltd | 7.65% | Add +27.8% | 460,000 | $22.6M |
| Rhumbline Advisers | 0.02% | Reduce -6.5% | 448,791 | $22.0M |
| Man Group plc | 0.05% | Reduce -31.6% | 386,243 | $19.0M |
| Retirement Systems of Alabama | 0.07% | Reduce -1.4% | 358,826 | $17.6M |
| Bridgewater Associates | 0.09% | Reduce -9.3% | 345,707 | $17.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -3.3% | 331,637 | $16.3M |
| Storebrand Asset Management As | 0.05% | Reduce -8.5% | 323,254 | $15.9M |
| Sei Investments Co. | 0.02% | Add +49.6% | 307,014 | $15.1M |
| Schroder Investment Management Group | 0.02% | Reduce -8.1% | 295,101 | $14.5M |
| Swiss National Bank | 0.01% | Reduce -1.3% | 284,300 | $14.0M |
| Sound Income Strategies, LLC | 1.00% | Reduce -5.4% | 272,595 | $13.4M |
| Voya Investment Management LLC | 0.01% | Reduce -4.0% | 257,037 | $12.6M |
| First Trust Advisors LP | 0.01% | Reduce -24.3% | 256,835 | $12.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.06% | Add +284.9% | 254,800 | $12.5M |
| Legal & General Group Plc | 0.00% | Reduce -1.8% | 248,085 | $12.2M |
| UBS Group AG | 0.00% | Add +9.5% | 241,304 | $11.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.4% | 231,886 | $11.4M |
| Credit Suisse AG/ | 0.01% | Add +0.0% | 225,861 | $11.1M |
| Franklin Resources Inc. | 0.00% | Add +18.0% | 218,501 | $10.7M |
| Swedbank AB | 0.01% | Reduce -0.2% | 215,461 | $10.6M |
| South Dakota Investment Council | 0.22% | Reduce -14.1% | 215,002 | $10.6M |
| Financial Counselors Inc. | 0.16% | Reduce -1.0% | 194,170 | $9.5M |
| Royce & Associates LP | 0.08% | Reduce -46.9% | 190,620 | $9.4M |
| American International Group, Inc. | 0.03% | Reduce -5.0% | 185,503 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 185,063 | $9.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -6.9% | 184,002 | $9.0M |
| Alps Advisors Inc. | 0.06% | Add +14.2% | 179,304 | $8.8M |
| Barclays PLC | 0.00% | Add +13.5% | 178,287 | $8.8M |
| Ibex Wealth Advisors | 2.33% | — | 235,108 | $8.6M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -51.3% | 169,020 | $8.3M |
| Paradiem, LLC | 1.99% | Add +3.3% | 163,878 | $8.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +5.4% | 159,847 | $7.9M |
| GMO | 0.03% | Reduce -10.4% | 159,867 | $7.9M |
| Corient Private Wealth LP | 0.01% | Reduce -0.2% | 155,751 | $7.6M |
| Rodgers Brothers Inc. | 1.04% | Reduce -2.0% | 154,600 | $7.6M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +11.0% | 154,795 | $7.4M |
| Raymond James & Associates | 0.01% | Add +11.5% | 150,284 | $7.4M |
| California State Teachers Retirement System | 0.01% | Reduce -6.8% | 144,926 | $7.1M |
| Redwood Investment Management, LLC | 0.67% | Add +13.6% | 142,115 | $7.0M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -10.7% | 138,489 | $6.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +4.4% | 192,763 | $6.8M |
| American Century Companies Inc. | 0.00% | Reduce -59.9% | 127,568 | $6.3M |
| Mackenzie Financial Corp. | 0.01% | Add +0.4% | 123,338 | $6.1M |
| Texas Permanent School Fund Corp. | 0.05% | Reduce -1.8% | 122,107 | $6.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.9% | 119,119 | $5.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -12.1% | 116,845 | $5.7M |
| Crossmark Global Holdings, Inc. | 0.11% | Add +16.1% | 111,460 | $5.5M |
| Crawford Investment Counsel Inc. | 0.10% | Reduce -5.4% | 109,329 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 105,739 | $5.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +40.4% | 101,100 | $5.0M |
| Amalgamated Bank | 0.04% | Reduce -5.2% | 99,462 | $4.9M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +0.3% | 97,522 | $4.8M |
| Tectonic Advisors LLC | 0.36% | Add +3.1% | 97,097 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | New | 96,729 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +196.5% | 96,377 | $4.7M |
| Nordea Investment Management AB | 0.01% | Reduce -4.6% | 95,037 | $4.7M |
| Janus Henderson Group PLC | 0.00% | Add +24.5% | 94,270 | $4.6M |
| Trexquant Investment LP | 0.09% | New | 90,097 | $4.4M |
| Hennion & Walsh Asset Management, Inc. | 0.23% | Reduce -5.0% | 88,023 | $4.3M |
| Glenmede Trust Co. NA | 0.02% | Reduce -73.8% | 86,676 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +49.6% | 86,067 | $4.2M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -6.7% | 83,135 | $4.1M |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.