H&R BlockHRB
13F holders, Q4 2024 (December 31)550holders +8
60new positions
65sold out
8famous investors
$53.00avg. 13F price*
At the end of Q4 2024, 550 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, up 8 from Q3 2024. 60 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($868.7M), FMR LLC ($761.4M) and Vanguard Group Inc. ($753.1M). 8 famous investors held it, including Paul Tudor Jones (0.2% 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 (Q4 2024)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $117.9M |
| Exits | 65 | $73.2M |
All 13F filers, Q3 2024 → Q4 2024: 10,750,447 shares bought and 9,272,090 shares sold, net +1,478,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| BlackRock, Inc. | 0.02% | Add +1.6% | 16,440,642 | $868.7M |
| FMR LLC | 0.05% | Reduce -23.9% | 14,408,991 | $761.4M |
| Vanguard Group Inc. | 0.01% | Add +0.3% | 14,253,276 | $753.1M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +5.7% | 5,219,462 | $275.8M |
| Fuller & Thaler Asset Management, Inc. | 0.94% | Add +12.5% | 4,701,896 | $248.4M |
| State Street Corp. | 0.01% | Add +2.3% | 4,594,421 | $244.4M |
| Boston Partners | 0.29% | Add +58.5% | 4,500,552 | $237.8M |
| Pacer Advisors, Inc. | 0.32% | Add +21.1% | 2,735,189 | $144.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.5% | 2,600,772 | $137.5M |
| Lazard Asset Management LLC | 0.22% | Add +36.8% | 2,585,026 | $136.6M |
| Northern Trust Corp. | 0.02% | Add +8.9% | 2,345,222 | $123.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.3% | 2,335,353 | $123.4M |
| AQR Capital Management | 0.15% | Add +5.6% | 2,250,059 | $118.9M |
| Morgan Stanley | 0.01% | Add +0.1% | 2,171,363 | $114.7M |
| Arrowstreet Capital, Limited Partnership | 0.09% | Add +12.8% | 2,050,678 | $108.4M |
| Wellington Management Group LLP | 0.02% | Reduce -13.4% | 2,022,478 | $106.9M |
| Bank of New York Mellon Corp | 0.02% | Add +2.9% | 1,684,738 | $89.0M |
| Invesco Ltd. | 0.02% | Add +26.5% | 1,574,552 | $83.2M |
| LSV Asset Management | 0.18% | Reduce -4.4% | 1,458,633 | $77.1M |
| Royal Bank of Canada | 0.01% | Add +0.1% | 1,234,187 | $65.2M |
| Qube Research & Technologies Ltd | 0.10% | Add +6.9% | 1,208,108 | $63.8M |
| NewEdge Wealth, LLC | 1.00% | Add +11.5% | 1,095,712 | $57.9M |
| Norges Bank | 0.01% | Reduce -19.2% | 1,083,509 | $57.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -0.5% | 967,369 | $51.1M |
| Bank of America Corp. | 0.00% | Add +15.3% | 914,884 | $48.3M |
| Wedge Capital Management L L P | 0.84% | Add +13.8% | 884,714 | $46.7M |
| UBS Group AG | 0.01% | Add +375.5% | 823,491 | $43.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +17.8% | 822,378 | $43.5M |
| Clark Capital Management Group, Inc. | 0.28% | Add +0.7% | 764,320 | $40.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -22.7% | 736,405 | $38.9M |
| Truist Financial Corp. | 0.06% | Add +3.0% | 676,294 | $35.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -17.5% | 649,361 | $34.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.6% | 644,417 | $34.1M |
| BNP Paribas Financial Markets | 0.03% | Add +18.2% | 608,738 | $32.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.6% | 597,699 | $31.6M |
| California Public Employees Retirement System | 0.02% | Reduce -3.3% | 545,643 | $28.8M |
| Citadel Advisors | 0.03% | Add +120.4% | 506,641 | $26.8M |
| Blue Whale Capital LLP | 1.92% | Reduce -4.3% | 489,690 | $25.9M |
| Boston Trust Walden Corp | 0.18% | New | 483,572 | $25.6M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +105.7% | 473,112 | $25.0M |
| Prevatt Capital Ltd | 7.11% | No change | 460,000 | $24.3M |
| Bridgewater Associates | 0.11% | Add +42.2% | 440,476 | $23.3M |
| Strategic Wealth Investment Group, LLC | 1.25% | New | 93,566 | $22.7M |
| Rhumbline Advisers | 0.02% | Reduce -0.0% | 410,275 | $21.7M |
| First Trust Advisors LP | 0.02% | Reduce -9.1% | 389,955 | $20.6M |
| Retirement Systems of Alabama | 0.08% | Add +17.5% | 384,026 | $20.3M |
| Sei Investments Co. | 0.03% | Add +10.1% | 371,743 | $19.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.09% | Add +46.7% | 374,600 | $19.5M |
| Voya Investment Management LLC | 0.02% | Add +2.2% | 337,931 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Add +47.5% | 331,502 | $17.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.6% | 315,211 | $16.7M |
| Moran Wealth Management, LLC | 0.53% | Reduce -0.3% | 313,013 | $16.5M |
| Alps Advisors Inc. | 0.10% | Add +16.4% | 298,794 | $15.8M |
| Franklin Resources Inc. | 0.00% | Add +18.5% | 296,509 | $15.7M |
| Liontrust Investment Partners LLP | 0.22% | New | 292,884 | $15.5M |
| Tudor Investment Corporation | 0.16% | Reduce -38.8% | 291,389 | $15.4M |
| Swedbank AB | 0.02% | No change | 285,382 | $15.1M |
| Legal & General Group Plc | 0.00% | Reduce -0.5% | 283,643 | $15.0M |
| Swiss National Bank | 0.01% | Add +0.8% | 274,500 | $14.5M |
| Cambria Investment Management, L.P. | 0.73% | Add +1.9% | 227,669 | $12.0M |
| D. E. Shaw & Co. | 0.01% | Add +3.9% | 226,279 | $12.0M |
| Los Angeles Capital Management LLC | 0.05% | Add +122.2% | 216,165 | $11.4M |
| Raymond James Financial Inc. | 0.00% | — | 202,973 | $10.7M |
| Empowered Funds, LLC | 0.15% | Add +54.3% | 200,392 | $10.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 199,920 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.0% | 195,991 | $10.4M |
| Storebrand Asset Management As | 0.03% | Reduce -30.9% | 194,181 | $10.3M |
| Ibex Wealth Advisors | 1.20% | New | 193,608 | $10.2M |
| Acadian Asset Management LLC | 0.03% | Add +352.2% | 192,728 | $10.2M |
| Schroder Investment Management Group | 0.01% | Reduce -5.8% | 193,339 | $10.1M |
| Sound Income Strategies, LLC | 0.60% | Add +0.8% | 184,374 | $9.7M |
| Financial Counselors Inc. | 0.14% | Reduce -2.8% | 183,423 | $9.7M |
| Intech Investment Management LLC | 0.09% | Add +1341.1% | 181,409 | $9.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.1% | 168,183 | $8.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -4.1% | 165,480 | $8.7M |
| GMO | 0.03% | Reduce -8.7% | 162,833 | $8.6M |
| Corient Private Wealth LP | 0.01% | Reduce -2.3% | 158,399 | $8.4M |
| Royce & Associates LP | 0.08% | Reduce -5.2% | 156,056 | $8.2M |
| Corebridge Financial, Inc. | 0.04% | Reduce -6.0% | 155,394 | $8.2M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 154,795 | $8.1M |
| Jane Street Group, LLC | 0.01% | Add +58.2% | 142,360 | $7.5M |
| Barclays PLC | 0.00% | Add +43.1% | 133,539 | $7.1M |
| Millennium Management | 0.01% | Reduce -54.9% | 131,151 | $6.9M |
| California State Teachers Retirement System | 0.01% | Reduce -1.6% | 130,544 | $6.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +20.4% | 129,595 | $6.8M |
| Cerity Partners LLC | 0.01% | Reduce -12.8% | 115,637 | $6.8M |
| Teacher Retirement System of Texas | 0.02% | Reduce -0.5% | 125,340 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -34.0% | 123,685 | $6.5M |
| Tectonic Advisors LLC | 0.42% | Add +12.2% | 120,808 | $6.4M |
| Nordea Investment Management AB | 0.01% | Add +6.0% | 118,616 | $6.3M |
| Rodgers Brothers Inc. | 0.76% | Reduce -2.6% | 110,700 | $5.8M |
| Comerica Bank | 0.02% | Add +1.7% | 110,603 | $5.8M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.1% | 109,456 | $5.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.4% | 108,973 | $5.8M |
| Crossmark Global Holdings, Inc. | 0.10% | Add +3.2% | 107,075 | $5.7M |
| PEAK6 LLC | 0.22% | — | 104,617 | $5.5M |
| American Century Companies Inc. | 0.00% | Reduce -54.3% | 103,360 | $5.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +17.8% | 101,800 | $5.4M |
| Redwood Investment Management, LLC | 0.53% | Add +34.2% | 102,452 | $5.4M |
| Crawford Investment Counsel Inc. | 0.10% | Add +1.8% | 101,417 | $5.4M |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.