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HRB BLOCK H & R INC

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Stock (common), issuer CIK 12659

535 managers (549 13F filers) reported a position in HRB shares at 2024-12-31, 126,293,747 shares in all. 60 filers opened a position and 67 filers sold out during the quarter.

Managers
535
13F filers
549
New
60
Added
212
Reduced
168
Sold out
67
Shares held by filers
126,293,747

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.16,440,642$869M0.02%+263,73913F-HRTimelineGroup
FMR LLCin group FMR LLC14,408,991$761M0.05%-4,523,45413F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding14,270,109$754M+35,511Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,219,462$276M0.05%+282,63313F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding4,984,124$263M+2,143,891Timeline
FULLER & THALER ASSET MANAGEMENT, INC.4,701,896$248M0.94%+523,35313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP4,594,421$244M0.01%+103,05513F-HRTimelineGroup
Pacer Advisors, Inc.2,735,189$145M0.32%+476,89213F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,600,772$137M0.01%-14,16913F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,585,026$137M0.2%+695,58113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,345,222$124M0.02%+191,59513F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,335,353$123M0.03%+30,24413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,250,059$119M0.15%+120,18113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,171,363$115M0.01%+2,76813F-HR/ATimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …2,050,678$108M0.09%+232,09513F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,022,478$107M0.02%-313,23313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,684,738$89M0.02%+47,92013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,645,869$87M+774,577Timeline
Invesco Ltd.in group Invesco Ltd.1,574,552$83.2M0.02%+330,27913F-HRTimelineGroup
LSV ASSET MANAGEMENT1,458,633$77.1M0.18%-66,51813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,234,187$65.2M0.01%+1,90413F-HRTimelineGroup
Qube Research & Technologies Ltd1,208,108$63.8M0.1%+77,95913F-HRTimeline
NewEdge Wealth, LLC1,095,712$57.9M1%+113,21613F-HRTimeline
NORGES BANK1,083,509$57.3M0.01%-256,83713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/967,369$51.1M0.01%-4,97313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/914,884$48.3M<0.01%+121,45513F-HRTimelineGroup
WEDGE CAPITAL MANAGEMENT L L P/NC884,714$46.7M0.84%+107,45013F-HRTimeline
Clark Capital Management Group, Inc.764,320$40.4M0.28%+5,60713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC736,405$38.9M0.01%-216,40613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP676,294$35.7M0.06%+19,59313F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA649,361$34.3M0.01%-137,49313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO644,417$34.1M<0.01%-109,87013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS608,738$32.2M0.02%+93,76613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding607,184$32.1M+11,007Timeline
California Public Employees Retirement …545,643$28.8M0.02%-18,55713F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC506,641$26.8M0.02%+276,74213F-HRTimelineGroup
Blue Whale Capital LLP489,690$25.9M1.92%-21,79213F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…473,112$25M0.05%+243,10013F-HRTimelineGroup
Prevatt Capital Ltd460,000$24.3M7.11%013F-HRTimeline
Bridgewater Associates, LP440,476$23.3M0.11%+130,81213F-HRTimeline
RHUMBLINE ADVISERS410,275$21.7M0.02%-3613F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP389,955$20.6M0.02%-39,17913F-HRTimelineGroup
Retirement Systems of Alabama384,026$20.3M0.08%+57,21913F-HRTimeline
Franklin Resourcesgroup of 2 filers holding382,325$20.2M+40,396Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO371,743$19.6M0.03%+34,08913F-HRTimelineGroup
Skandinaviska Enskilda Banken AB (publ)374,600$19.5M0.09%+119,20013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC337,931$17.9M0.02%+7,17113F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC331,502$17.5M<0.01%+106,68513F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding324,315$17.1M-7,003Timeline
Moran Wealth Management, LLC313,013$16.5M0.53%-93113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC298,794$15.8M0.1%+42,05413F-HRTimelineGroup
Liontrust Investment Partners LLP292,884$15.5M0.22%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL291,389$15.4M0.16%-184,85013F-HRTimeline
Swedbank ABin group Swedbank AB285,382$15.1M0.02%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc283,643$15M<0.01%-1,52313F-HRTimelineGroup
Swiss National Bank274,500$14.5M0.01%+2,20013F-HRTimeline
Cambria Investment Management, L.P.227,669$12M0.73%+4,33813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.226,279$12M0.01%+8,48713F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC216,165$11.4M0.05%+118,85713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC202,973$10.7M<0.01%13F-HR/ATimelineGroup
Empowered Funds, LLC200,392$10.6M0.15%+70,50113F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …199,920$10.6M0.02%13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.195,991$10.4M<0.01%-1,97513F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS194,181$10.3M0.03%-86,92313F-HRTimeline
IBEX WEALTH ADVISORS193,608$10.2M1.2%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC192,728$10.2M0.03%+150,10613F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP193,339$10.1M0.01%-12,00513F-HRTimeline
Sound Income Strategies, LLC184,374$9.74M0.6%+1,54213F-HRTimeline
FINANCIAL COUNSELORS INC183,423$9.69M0.14%-5,31813F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC181,409$9.59M0.09%+168,82113F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…168,183$8.89M0.02%-14013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…165,480$8.74M0.02%-7,06113F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC162,833$8.6M0.03%-15,44013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP158,399$8.37M0.01%-3,64013F-HRTimelineGroup
ROYCE & ASSOCIATES LP156,056$8.25M0.08%-8,50013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.155,394$8.21M0.04%-9,99413F-HRTimelineGroup
DekaBank Deutsche Girozentrale154,795$8.12M0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC142,360$7.52M0.01%+52,36413F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC133,539$7.06M<0.01%+40,23913F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC131,151$6.93M0.01%-159,36413F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…130,544$6.9M0.01%-2,16513F-HR/ATimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding129,670$6.85M+21,934Timeline
Cerity Partners LLCin group Cerity Partners LLC115,637$6.8M0.01%-17,02613F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS125,340$6.62M0.02%-65813F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co123,685$6.54M0.01%-63,58813F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC120,808$6.38M0.42%+13,09013F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …118,616$6.26M0.01%+6,70113F-HRTimelineGroup
Rodgers Brothers Inc.110,700$5.85M0.76%-2,95013F-HRTimeline
COMERICA BANK110,603$5.84M0.02%+1,86313F-HR/ATimeline
Treasurer of the State of North Carolina109,456$5.78M0.02%+2,24113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …108,973$5.76M0.01%-3,83713F-HRTimelineGroup
Crossmark Global Holdings, Inc.107,075$5.66M0.1%+3,28013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC104,617$5.53M0.22%13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding102,982$5.5M+15,073Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC103,360$5.46M<0.01%-122,85713F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…102,452$5.41M0.53%+26,10213F-HR/ATimelineGroup
CRAWFORD INVESTMENT COUNSEL INC101,417$5.36M0.1%+1,74113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN98,872$5.22M<0.01%-5,41513F-HRTimelineGroup
LPL Financial LLC98,592$5.21M<0.01%+25,21513F-HRTimeline
SEGALL BRYANT & HAMILL, LLC95,116$5.03M0.07%-1013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD92,892$4.91M0.01%-3,26613F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND90,779$4.8M0.01%-3,50013F-HR/ATimeline
Alberta Investment Management Corp90,000$4.76M0.03%+30,10013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.89,918$4.75M0.01%+73,32713F-HRTimelineGroup
Amundiin group Amundi87,240$4.74M<0.01%+1,30713F-HRTimelineGroup
Verition Fund Management LLC86,151$4.55M0.02%+61,57113F-HRTimeline
Ruffer LLP79,547$4.2M0.15%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE78,778$4.16M0.01%-25,30413F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…78,475$4.15M0.02%+5,11013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC74,605$3.94M<0.01%-424,93613F-HRTimeline
LEUTHOLD GROUP, LLC73,669$3.89M0.47%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC73,434$3.88M0.03%-10,90913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC72,482$3.86M0.01%-10,84513F-HRTimeline
Man Group plcin group Man Group plc72,619$3.84M0.01%+42,35913F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…72,394$3.83M0.04%-3,05113F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD71,591$3.78M<0.01%+7,87913F-HRTimelineGroup
Creative Planningin group Creative Planning71,259$3.77M<0.01%-14,91613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC67,910$3.59M<0.01%+33,72313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.67,192$3.55M0.16%-13,05813F-HRTimeline
Janney Montgomery Scott LLC66,780$3.53M0.01%+65513F-HRTimeline
AMALGAMATED BANK65,721$3.47M0.03%-4,37213F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding65,246$3.45M+63,869Timeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…65,155$3.44M0.04%new13F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson64,840$3.43M<0.01%+1,98113F-HRTimelineGroup
Abacus FCF Advisors LLC64,511$3.41M0.45%+20,46013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,897$3.27M<0.01%-3,07213F-HRTimelineGroup
KLP KAPITALFORVALTNING AS59,900$3.18M0.02%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC59,800$3.16M<0.01%-510,30013F-HRTimeline
Round Hill Asset Management59,090$3.12M2.2%-1,36313F-HRTimeline
State of Alaska, Department of Revenue58,628$3.1M0.03%+12,39013F-HRTimeline
MACKENZIE FINANCIAL CORP58,553$3.09M<0.01%-2,75813F-HR/ATimeline
Alaska Permanent Fund Corp56,639$2.99M0.04%013F-HRTimeline
Aurora Investment Counsel56,180$2.97M1.63%new13F-HRTimeline
State of Tennessee, Department of Treas…55,436$2.93M0.01%-1,56413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK55,029$2.91M0.02%-5013F-HRTimelineGroup
PGGM Investments54,159$2.86M0.04%-4,76513F-HRTimeline
Monument Capital Management53,715$2.84M0.78%+1,07513F-HRTimeline
Rings Capital Management LLC53,000$2.8M1.46%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC46,567$2.8M<0.01%+10,21013F-HRTimelineGroup
Kendall Capital Management52,535$2.78M0.81%+6,99013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52,489$2.77M0.01%-1,13213F-HRTimelineGroup
Ensign Peak Advisors, Inc52,299$2.76M<0.01%-29,93813F-HRTimeline
Caisse de depot et placement du Quebec52,170$2.76M0.01%-30,43013F-HRTimeline
Mariner, LLCin group Mariner, LLC52,170$2.76M<0.01%+5,02713F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …50,774$2.7M<0.01%-68,62013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…50,889$2.69M0.01%new13F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…50,873$2.69M0.01%-21813F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC49,835$2.63M0.03%-2,90813F-HRTimeline
Police & Firemen's Retirement System of…49,657$2.62M0.03%13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC48,522$2.56M0.01%new13F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…47,628$2.52M0.02%-2,15013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC47,215$2.5M1.03%+48113F-HRTimeline
AUXIER ASSET MANAGEMENT LLC46,697$2.47M0.38%-2,82313F-HRTimeline
BURNEY CO/46,586$2.46M0.09%+86913F-HRTimeline
Campbell & CO Investment Adviser LLC46,538$2.46M0.19%+8,69613F-HRTimeline
LGT Fund Management Co Ltd.45,020$2.38M0.21%new13F-HRTimeline
Quantinno Capital Management LP44,845$2.37M0.02%-13,86413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\44,395$2.35M<0.01%+1,11113F-HR/ATimelineGroup
PINEBRIDGE INVESTMENTS, L.P.44,130$2.33M0.02%+11,60413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD43,886$2.32M0.01%-4,15213F-HRTimelineGroup
Optimist Retirement Group LLC42,846$2.26M1.07%-23613F-HRTimeline
Human Investing LLC41,939$2.22M0.39%-11913F-HRTimeline
Illinois Municipal Retirement Fund41,801$2.21M0.03%+9,37313F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM40,512$2.14M0.01%+33813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp39,903$2.11M0.01%+1,61113F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT38,774$2.05M0.02%+5,87013F-HRTimeline
Louisiana State Employees Retirement Sy…38,000$2.01M0.04%-70013F-HRTimeline
Cetera Investment Advisers37,598$1.99M<0.01%+4,31313F-HRTimeline
Cunning Capital Partners, LP37,575$1.99M1.19%013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding36,822$1.95M+11,020Timeline
NewEdge Advisors, LLC36,585$1.93M0.01%+2,91113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP36,452$1.93M<0.01%-3,45213F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…36,290$1.92M0.01%-43113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,006$1.9M<0.01%+10,11313F-HRTimeline
Handelsbanken Fonder AB35,700$1.89M0.01%-40013F-HRTimeline
AXA S.A.in group AXA S.A.33,815$1.79M0.01%+16,71813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV33,479$1.77M<0.01%new13F-HRTimeline
South Dakota Investment Council33,362$1.76M0.04%013F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM32,468$1.72M0.01%-70013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding32,408$1.71M-19,853Timeline
CAPITAL FUND MANAGEMENT S.A.32,345$1.71M0.02%-7,68613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…32,246$1.7M<0.01%-47,44413F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT32,195$1.7M0.05%-2,65913F-HRTimeline
F/m Investments LLC32,082$1.7M0.06%+5,67713F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding32,067$1.69M+914Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC31,427$1.67M0.01%+6,53613F-HRTimelineGroup
New Age Alpha Advisors, LLC31,111$1.64M0.07%new13F-HR/ATimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD31,100$1.64M0.06%013F-HRTimeline
Oak Thistle LLC30,527$1.61M0.48%new13F-HRTimeline
Linden Thomas Advisory Services, LLC30,384$1.61M0.2%-25913F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…30,267$1.6M0.01%-50413F-HRTimeline
Kennondale Capital Management LLC29,286$1.55M1.67%13F-HR/ATimeline
MARTINGALE ASSET MANAGEMENT L P29,225$1.54M0.04%+25,16613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,247$1.49M<0.01%+3,31313F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND27,924$1.48M0.03%-50013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…27,450$1.45M0.05%-1,18913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA27,414$1.45M0.01%-3,93913F-HRTimelineGroup
CSS LLC/IL27,138$1.43M0.09%+14,69013F-HRTimeline
Crestline Management, L.P.26,920$1.42M0.05%new13F-HRTimeline
OMERS ADMINISTRATION Corp26,600$1.41M0.01%new13F-HRTimeline