H&R BlockHRB
13F holders, Q2 2024 (June 30)495holders +17
71new positions
47sold out
6famous investors
$54.23avg. 13F price*
At the end of Q2 2024, 495 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, up 17 from Q1 2024. 71 opened new positions and 47 sold out. The largest holders were FMR LLC ($1.1B), BlackRock Inc. ($883.9M) and Vanguard Group Inc. ($797.3M). 6 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q2 2024)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $66.1M |
| Exits | 47 | $55.9M |
All 13F filers, Q1 2024 → Q2 2024: 7,891,660 shares bought and 9,582,345 shares sold, net −1,690,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 495 holders
| FMR LLC | 0.07% | Add +0.7% | 20,929,029 | $1.1B |
| BlackRock Inc. | 0.02% | Reduce -2.0% | 16,299,068 | $883.9M |
| Vanguard Group Inc. | 0.02% | Add +3.2% | 14,702,829 | $797.3M |
| State Street Corp. | 0.01% | Reduce -14.4% | 4,706,022 | $256.8M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +0.6% | 4,681,475 | $253.9M |
| Fuller & Thaler Asset Management, Inc. | 0.82% | Add +12.1% | 3,538,138 | $191.9M |
| Wellington Management Group LLP | 0.03% | Reduce -0.2% | 3,367,203 | $182.6M |
| Boston Partners | 0.22% | Reduce -0.5% | 3,253,726 | $176.4M |
| Pacer Advisors, Inc. | 0.35% | Add +52.2% | 2,738,190 | $148.5M |
| Geode Capital Management, LLC | 0.01% | Add +2.2% | 2,675,056 | $145.4M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.0% | 2,484,417 | $134.7M |
| Lazard Asset Management LLC | 0.17% | Reduce -53.8% | 2,263,076 | $122.7M |
| Northern Trust Corp. | 0.02% | Add +10.6% | 2,215,243 | $120.1M |
| AQR Capital Management | 0.18% | Add +39.8% | 2,131,451 | $115.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.8% | 1,748,095 | $94.8M |
| Norges Bank | 0.01% | Reduce -2.6% | 1,670,801 | $90.6M |
| LSV Asset Management | 0.19% | Reduce -2.5% | 1,575,491 | $85.4M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Reduce -14.2% | 1,550,298 | $84.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +93.3% | 1,501,656 | $81.4M |
| Royal Bank of Canada | 0.02% | Add +3.1% | 1,324,879 | $71.8M |
| Invesco Ltd. | 0.01% | Add +10.7% | 1,209,665 | $65.6M |
| Morgan Stanley | 0.00% | Reduce -11.2% | 997,883 | $54.1M |
| NewEdge Wealth, LLC | 1.13% | Add +1.4% | 957,589 | $51.9M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 869,773 | $47.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +46.4% | 849,661 | $46.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.3% | 838,688 | $45.5M |
| Citadel Advisors | 0.04% | Reduce -46.5% | 806,269 | $43.7M |
| Blue Whale Capital LLP | 3.84% | Add +14.2% | 742,500 | $40.3M |
| Clark Capital Management Group, Inc. | 0.29% | Add +2.3% | 736,138 | $39.9M |
| JPMorgan Chase & Co. | 0.00% | Add +8.9% | 729,053 | $39.5M |
| BNP Paribas Financial Markets | 0.04% | Reduce -12.5% | 715,223 | $38.8M |
| Voloridge Investment Management, LLC | 0.13% | Reduce -24.4% | 657,571 | $35.7M |
| Victory Capital Management Inc. | 0.03% | Reduce -9.3% | 597,540 | $32.4M |
| California Public Employees Retirement System | 0.02% | Reduce -2.0% | 582,643 | $31.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +63.2% | 541,245 | $29.4M |
| Qube Research & Technologies Ltd | 0.05% | Add +12800.5% | 470,352 | $25.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -11.8% | 464,934 | $25.2M |
| D. E. Shaw & Co. | 0.04% | Reduce -25.5% | 462,811 | $25.1M |
| Prevatt Capital Ltd | 7.86% | No change | 460,000 | $24.9M |
| Rhumbline Advisers | 0.02% | Reduce -5.7% | 423,254 | $23.0M |
| Voya Investment Management LLC | 0.02% | Add +48.6% | 381,846 | $20.7M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.8% | 355,837 | $19.3M |
| Storebrand Asset Management As | 0.06% | Add +1.1% | 326,746 | $17.7M |
| Moran Wealth Management, LLC | 0.57% | New | 319,714 | $17.3M |
| Sei Investments Co. | 0.02% | Add +1.2% | 310,567 | $16.8M |
| Schroder Investment Management Group | 0.02% | Reduce -2.4% | 288,011 | $15.6M |
| Legal & General Group Plc | 0.00% | Add +15.0% | 285,402 | $15.5M |
| American Century Companies Inc. | 0.01% | Add +116.6% | 276,358 | $15.0M |
| Swiss National Bank | 0.01% | Reduce -3.5% | 274,500 | $14.9M |
| UBS Group AG | 0.00% | Add +9.0% | 263,054 | $14.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.07% | Add +0.3% | 255,600 | $13.9M |
| First Trust Advisors LP | 0.01% | Reduce -2.0% | 251,585 | $13.6M |
| Corient Private Wealth LP | 0.02% | Add +58.6% | 246,993 | $13.4M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -55.5% | 243,647 | $13.2M |
| Ameriprise Financial Inc. | 0.00% | Add +25.1% | 231,555 | $12.6M |
| Cambria Investment Management, L.P. | 0.75% | New | 226,890 | $12.3M |
| Swedbank AB | 0.02% | Add +0.2% | 215,968 | $11.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.2% | 212,921 | $11.5M |
| Sound Income Strategies, LLC | 0.79% | Reduce -23.6% | 208,233 | $11.3M |
| Alps Advisors Inc. | 0.08% | Add +12.9% | 202,416 | $11.0M |
| Franklin Resources Inc. | 0.00% | Reduce -11.7% | 192,969 | $10.5M |
| Financial Counselors Inc. | 0.17% | Reduce -1.3% | 191,727 | $10.4M |
| Ibex Wealth Advisors | 1.60% | Reduce -19.8% | 188,637 | $10.2M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +16.8% | 186,692 | $10.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -4.6% | 183,913 | $10.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.6% | 177,328 | $9.6M |
| Corebridge Financial, Inc. | 0.05% | — | 176,811 | $9.6M |
| Teacher Retirement System of Texas | 0.05% | Add +277.3% | 175,087 | $9.5M |
| Royce & Associates LP | 0.09% | Reduce -8.4% | 174,556 | $9.5M |
| Los Angeles Capital Management LLC | 0.03% | Add +1.5% | 171,601 | $9.3M |
| Raymond James & Associates | 0.01% | Add +8.1% | 162,501 | $8.8M |
| Mackenzie Financial Corp. | 0.01% | Add +30.8% | 161,355 | $8.8M |
| GMO | 0.03% | No change | 159,867 | $8.7M |
| Bridgewater Associates | 0.04% | Reduce -54.4% | 157,686 | $8.6M |
| Nisa Investment Advisors, LLC | 0.05% | Add +6.3% | 147,280 | $8.0M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -3.9% | 148,743 | $7.9M |
| Trexquant Investment LP | 0.12% | Add +56.8% | 141,274 | $7.7M |
| California State Teachers Retirement System | 0.01% | Reduce -5.5% | 136,946 | $7.4M |
| Prudential PLC | 0.05% | Add +478.1% | 136,917 | $7.4M |
| Deutsche Bank AG | 0.00% | Add +181.8% | 128,129 | $6.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +26.2% | 127,600 | $6.9M |
| HRT Financial LP | 0.04% | New | 127,437 | $6.9M |
| Rodgers Brothers Inc. | 0.86% | Reduce -24.1% | 117,350 | $6.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.7% | 117,065 | $6.3M |
| Nordea Investment Management AB | 0.01% | Add +22.5% | 116,392 | $6.3M |
| Crossmark Global Holdings, Inc. | 0.12% | Add +4.5% | 116,529 | $6.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -1.7% | 114,879 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +5.8% | 111,822 | $6.1M |
| Redwood Investment Management, LLC | 0.52% | Reduce -22.1% | 110,658 | $6.0M |
| Tectonic Advisors LLC | 0.40% | Add +4.0% | 100,949 | $5.5M |
| Crawford Investment Counsel Inc. | 0.10% | Reduce -7.8% | 100,777 | $5.5M |
| South Dakota Investment Council | 0.11% | Reduce -53.1% | 100,778 | $5.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +47.5% | 100,471 | $5.4M |
| State of Wisconsin Investment Board | 0.01% | Add +622.6% | 98,513 | $5.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.3% | 97,961 | $5.3M |
| Treasurer of the State of North Carolina | 0.02% | Add +38.6% | 94,478 | $5.1M |
| Allianz Asset Management GmbH | 0.01% | New | 92,343 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.5% | 91,686 | $5.0M |
| Cerity Partners LLC | 0.01% | Reduce -6.9% | 89,729 | $4.9M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -8.3% | 89,423 | $4.8M |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.