H&R BlockHRB
13F holders, Q3 2024 (September 30)542holders +47
90new positions
48sold out
10famous investors
$63.54avg. 13F price*
At the end of Q3 2024, 542 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, up 47 from Q2 2024. 90 opened new positions and 48 sold out. The largest holders were FMR LLC ($1.2B), BlackRock, Inc. ($1.0B) and Vanguard Group Inc. ($903.5M). 10 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q3 2024)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $144.2M |
| Exits | 48 | $72.1M |
All 13F filers, Q2 2024 → Q3 2024: 9,512,554 shares bought and 11,180,679 shares sold, net −1,668,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 542 holders
| FMR LLC | 0.07% | Reduce -9.5% | 18,932,445 | $1.2B |
| BlackRock, Inc. | 0.02% | — | 16,176,903 | $1.0B |
| Vanguard Group Inc. | 0.02% | Reduce -3.3% | 14,217,331 | $903.5M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +5.5% | 4,936,829 | $313.7M |
| State Street Corp. | 0.01% | Reduce -4.6% | 4,491,366 | $287.1M |
| Fuller & Thaler Asset Management, Inc. | 1.04% | Add +18.1% | 4,178,543 | $265.5M |
| Boston Partners | 0.21% | Reduce -12.7% | 2,840,233 | $180.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.3% | 2,614,941 | $166.2M |
| Wellington Management Group LLP | 0.03% | Reduce -30.6% | 2,335,711 | $148.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -7.2% | 2,305,109 | $146.5M |
| Pacer Advisors, Inc. | 0.32% | Reduce -17.5% | 2,258,297 | $143.5M |
| Morgan Stanley | 0.01% | Add +117.3% | 2,168,595 | $137.8M |
| Northern Trust Corp. | 0.02% | Reduce -2.8% | 2,153,627 | $136.9M |
| AQR Capital Management | 0.19% | Reduce -0.1% | 2,129,878 | $135.1M |
| Lazard Asset Management LLC | 0.17% | Reduce -16.5% | 1,889,445 | $120.1M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +17.3% | 1,818,583 | $115.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.4% | 1,636,818 | $104.0M |
| LSV Asset Management | 0.21% | Reduce -3.2% | 1,525,151 | $96.9M |
| Norges Bank | 0.01% | Reduce -19.8% | 1,340,346 | $85.2M |
| Invesco Ltd. | 0.02% | Add +2.9% | 1,244,273 | $79.1M |
| Royal Bank of Canada | 0.02% | Reduce -7.0% | 1,232,283 | $78.3M |
| Qube Research & Technologies Ltd | 0.13% | Add +140.3% | 1,130,149 | $71.8M |
| NewEdge Wealth, LLC | 1.13% | Add +2.6% | 982,496 | $62.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +14.4% | 972,342 | $61.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -36.5% | 952,811 | $60.6M |
| Bank of America Corp. | 0.00% | Reduce -8.8% | 793,429 | $50.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -6.2% | 786,854 | $50.1M |
| Wedge Capital Management L L P | 0.85% | Add +1630.9% | 777,264 | $49.4M |
| Clark Capital Management Group, Inc. | 0.33% | Add +3.1% | 758,713 | $48.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 754,287 | $47.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +29.0% | 698,101 | $44.4M |
| Truist Financial Corp. | 0.07% | Add +2519.3% | 656,701 | $41.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +541.3% | 587,982 | $37.4M |
| Renaissance Technologies | 0.05% | New | 570,100 | $36.2M |
| California Public Employees Retirement System | 0.03% | Reduce -3.2% | 564,200 | $35.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -28.0% | 514,972 | $32.7M |
| Blue Whale Capital LLP | 2.53% | Reduce -31.1% | 511,482 | $32.5M |
| Victory Capital Management Inc. | 0.03% | Reduce -16.4% | 499,541 | $31.7M |
| Tudor Investment Corporation | 0.33% | New | 476,239 | $30.3M |
| Prevatt Capital Ltd | 9.72% | No change | 460,000 | $29.2M |
| First Trust Advisors LP | 0.03% | Add +70.6% | 429,134 | $27.3M |
| Rhumbline Advisers | 0.02% | Reduce -3.1% | 410,311 | $26.1M |
| Sei Investments Co. | 0.03% | Add +8.7% | 337,654 | $21.5M |
| Voya Investment Management LLC | 0.03% | Reduce -13.4% | 330,760 | $21.0M |
| Retirement Systems of Alabama | 0.08% | Reduce -8.2% | 326,807 | $20.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -30.4% | 323,552 | $20.6M |
| Moran Wealth Management, LLC | 0.61% | Reduce -1.8% | 313,944 | $20.0M |
| Bridgewater Associates | 0.11% | Add +96.4% | 309,664 | $19.7M |
| Millennium Management | 0.02% | Add +227.1% | 290,515 | $18.5M |
| Swedbank AB | 0.02% | Add +32.1% | 285,382 | $18.1M |
| Legal & General Group Plc | 0.00% | Reduce -0.1% | 285,166 | $18.1M |
| Storebrand Asset Management As | 0.06% | Reduce -14.0% | 281,104 | $17.9M |
| Swiss National Bank | 0.01% | Reduce -0.8% | 272,300 | $17.3M |
| Alps Advisors Inc. | 0.11% | Add +26.8% | 256,740 | $16.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.07% | Reduce -0.1% | 255,400 | $16.2M |
| Franklin Resources Inc. | 0.00% | Add +29.7% | 250,280 | $15.2M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -5.6% | 230,012 | $14.6M |
| Citadel Advisors | 0.02% | Reduce -71.5% | 229,899 | $14.6M |
| American Century Companies Inc. | 0.01% | Reduce -18.1% | 226,217 | $14.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 224,817 | $14.3M |
| Cambria Investment Management, L.P. | 0.85% | Reduce -1.6% | 223,331 | $14.2M |
| D. E. Shaw & Co. | 0.02% | Reduce -52.9% | 217,792 | $13.8M |
| Schroder Investment Management Group | 0.01% | Reduce -28.7% | 205,344 | $13.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.0% | 197,966 | $12.6M |
| Financial Counselors Inc. | 0.18% | Reduce -1.6% | 188,741 | $12.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.3% | 187,273 | $11.9M |
| Engineers Gate Manager LP | 0.23% | Add +264.3% | 186,902 | $11.9M |
| Sound Income Strategies, LLC | 0.75% | Reduce -12.2% | 182,832 | $11.6M |
| GMO | 0.04% | Add +11.5% | 178,273 | $11.3M |
| UBS Group AG | 0.00% | Reduce -34.2% | 173,191 | $11.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.7% | 172,541 | $11.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -8.5% | 168,323 | $10.7M |
| Corebridge Financial, Inc. | 0.06% | Reduce -6.5% | 165,388 | $10.5M |
| Royce & Associates LP | 0.10% | Reduce -5.7% | 164,556 | $10.5M |
| Raymond James & Associates | 0.01% | Add +0.6% | 163,525 | $10.4M |
| Corient Private Wealth LP | 0.02% | Reduce -34.4% | 162,039 | $10.3M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +4.1% | 154,795 | $9.7M |
| California State Teachers Retirement System | 0.01% | Reduce -3.1% | 132,709 | $8.4M |
| Cerity Partners LLC | 0.02% | Add +47.9% | 132,663 | $8.4M |
| Empowered Funds, LLC | 0.13% | Add +1013.7% | 129,891 | $8.3M |
| Teacher Retirement System of Texas | 0.04% | Reduce -28.0% | 125,998 | $8.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +329.6% | 119,394 | $7.6M |
| Rodgers Brothers Inc. | 0.92% | Reduce -3.1% | 113,650 | $7.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.6% | 112,810 | $7.2M |
| Nordea Investment Management AB | 0.01% | Reduce -3.9% | 111,915 | $7.1M |
| Comerica Bank | 0.03% | Add +62.9% | 108,740 | $6.9M |
| Tectonic Advisors LLC | 0.45% | Add +6.7% | 107,718 | $6.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +7.2% | 107,661 | $6.8M |
| Treasurer of the State of North Carolina | 0.03% | Add +13.5% | 107,215 | $6.8M |
| Wells Fargo & Company | 0.00% | Reduce -6.7% | 104,287 | $6.6M |
| WINTON GROUP Ltd | 0.46% | New | 104,271 | $6.6M |
| Allianz Asset Management GmbH | 0.01% | Add +12.7% | 104,082 | $6.6M |
| Crossmark Global Holdings, Inc. | 0.12% | Reduce -10.9% | 103,795 | $6.6M |
| Crawford Investment Counsel Inc. | 0.11% | Reduce -1.1% | 99,676 | $6.3M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -43.3% | 97,308 | $6.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.4% | 96,158 | $6.1M |
| Point72 Hong Kong Ltd | 0.44% | New | 95,425 | $6.1M |
| Segall Bryant & Hamill, LLC | 0.08% | New | 95,126 | $6.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -17.9% | 94,279 | $6.0M |
| Barclays PLC | 0.00% | Add +8.4% | 93,300 | $5.9M |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.