H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
No open-market purchases or sales by H&R Block Inc insiders were filed in the last 90 days; 544 institutions reported holding it in 13F filings for Q2 2026, worth $4.87B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in H&R Block Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 393
- +18 vs. Q1 2021
- Shares held
- 152.8M
- −1.55M (−1.0%) vs. Q1 2021
- Total value
- $3.59B
- +$226.1M (+6.7%) vs. Q1 2021
- New holders
- 67
- 99 more added
- Sold out
- 49
- 150 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HRB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 544 | $4.87B |
| Q1 2026 | 490 | $3.86B |
| Q4 2025 | 508 | $5.12B |
| Q3 2025 | 544 | $5.93B |
| Q2 2025 | 563 | $6.79B |
| Q1 2025 | 564 | $7.00B |
| Q4 2024 | 552 | $6.68B |
| Q3 2024 | 544 | $7.92B |
| Q2 2024 | 498 | $6.85B |
| Q1 2024 | 480 | $6.29B |
| Q4 2023 | 469 | $6.11B |
| Q3 2023 | 413 | $5.72B |
| Q2 2023 | 399 | $4.32B |
| Q1 2023 | 425 | $5.07B |
| Q4 2022 | 455 | $5.24B |
| Q3 2022 | 461 | $5.87B |
| Q2 2022 | 437 | $4.93B |
| Q1 2022 | 388 | $3.63B |
| Q4 2021 | 391 | $3.39B |
| Q3 2021 | 398 | $3.74B |
| Q2 2021 | 393 | $3.59B |
| Q1 2021 | 377 | $3.37B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 26,105,148 | $612.9M | 0.02% | +149,257+0.6% | Added |
| BlackRock Inc. | 20,143,665 | $473.0M | 0.01% | −1,433,798−6.6% | Reduced |
| Jupiter Asset Management Ltd | 12,461,368 | $292.5M | 3.01% | −102,329−0.8% | Reduced |
| State Street Corp | 6,939,594 | $164.8M | 0.01% | +62,125+0.9% | Added |
| Lazard Asset Management LLC | 5,644,126 | $132.5M | 0.15% | −826,446−12.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,677,244 | $86.3M | 0.56% | −117,836−3.1% | Reduced |
| Bank of New York Mellon Corp | 3,561,101 | $83.6M | 0.02% | −606,676−14.6% | Reduced |
| Artisan Partners Limited Partnership | 2,849,528 | $66.9M | 0.08% | +6,432+0.2% | Added |
| Franklin Resources Inc | 2,391,416 | $56.1M | 0.02% | −1,434,897−37.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,364,040 | $55.5M | 0.17% | −52,550−2.2% | Reduced |
| Northern Trust Corp | 2,302,140 | $54.1M | 0.01% | −24,805−1.1% | Reduced |
| Geode Capital Management, LLC | 2,296,791 | $53.9M | 0.01% | +100,443+4.6% | Added |
| LSV Asset Management | 2,223,733 | $52.2M | 0.09% | +588,500+36.0% | Added |
| Goldman Sachs Group Inc | 2,083,898 | $48.9M | 0.01% | +811,238+63.7% | Added |
| Norges Bank | 1,872,891 | $44.0M | 0.01% | −325,523−14.8% | Reduced |
| Russell Investments Group, Ltd. | 1,766,504 | $41.5M | 0.07% | +995,757+129.2% | Added |
| D. E. Shaw & Co., Inc. | 1,552,126 | $36.4M | 0.04% | −956,459−38.1% | Reduced |
| Dimensional Fund Advisors LP | 1,525,337 | $35.8M | 0.01% | −107,710−6.6% | Reduced |
| Nuveen Asset Management, LLC | 1,353,449 | $31.8M | 0.01% | +304,590+29.0% | Added |
| AQR Capital Management LLC | 1,338,221 | $31.3M | 0.05% | −307,908−18.7% | Reduced |
| Wells Fargo & Company | 1,314,876 | $30.9M | 0.01% | +835,184+174.1% | Added |
| Schroder Investment Management Group | 1,288,234 | $30.2M | 0.04% | −4,795−0.4% | Reduced |
| Morgan Stanley | 1,240,597 | $29.1M | 0.00% | −389,601−23.9% | Reduced |
| Two Sigma Investments, LP | 1,178,844 | $27.7M | 0.07% | +967,419+457.6% | Added |
| Invesco Ltd. | 1,143,003 | $26.8M | 0.01% | +291,942+34.3% | Added |
| First Trust Advisors LP | 1,087,723 | $25.5M | 0.03% | +374,218+52.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,086,907 | $25.5M | 0.03% | +405,847+59.6% | Added |
| Charles Schwab Investment Management Inc | 1,069,859 | $25.1M | 0.01% | +29,938+2.9% | Added |
| Swedbank AB | 1,056,891 | $24.8M | 0.05% | −59,572−5.3% | Reduced |
| Wellington Management Group LLP | 1,044,733 | $24.5M | 0.00% | +138,909+15.3% | Added |
| Principal Financial Group Inc | 1,033,858 | $24.3M | 0.02% | +133,775+14.9% | Added |
| Peregrine Capital Management LLC | 908,340 | $21.3M | 0.38% | −95,592−9.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 885,588 | $20.8M | 1.78% | +11,781+1.3% | Added |
| Citadel Advisors LLC | 866,503 | $20.3M | 0.02% | +591,797+215.4% | Added |
| Parametric Portfolio Associates LLC | 777,712 | $18.3M | 0.01% | +4,305+0.6% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 770,894 | $18.1M | 0.58% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 744,199 | $17.5M | 0.00% | −13,267−1.8% | Reduced |
| Man Group plc | 728,795 | $17.1M | 0.06% | −475,679−39.5% | Reduced |
| Millennium Management LLC | 686,938 | $16.1M | 0.02% | −202,569−22.8% | Reduced |
| Bank of America Corp | 679,447 | $16.0M | 0.00% | −26,277−3.7% | Reduced |
| PGGM Investments | 651,694 | $15.3M | 0.06% | +117,435+22.0% | Added |
| Fidelity National Financial, Inc. | 636,854 | $15.0M | 1.08% | 00.0% | Unchanged |
| UBS Group AG | 590,336 | $13.9M | 0.01% | −38,321−6.1% | Reduced |
| Advisors Asset Management, Inc. | 581,426 | $13.7M | 0.20% | +137,272+30.9% | Added |
| Ameriprise Financial Inc | 562,174 | $13.2M | 0.00% | −213,062−27.5% | Reduced |
| HighTower Advisors, LLC | 554,320 | $13.0M | 0.04% | +554,320 | New |
| Jacobs Levy Equity Management, Inc | 524,746 | $12.3M | 0.08% | +524,746 | New |
| South Dakota Investment Council | 502,547 | $11.8M | 0.21% | −57,519−10.3% | Reduced |
| UBS Asset Management Americas Inc | 501,930 | $11.8M | 0.01% | +143,562+40.1% | Added |
| Barclays PLC | 490,601 | $11.5M | 0.01% | +119,754+32.3% | Added |
| Rhumbline Advisers | 483,875 | $11.4M | 0.01% | −21,836−4.3% | Reduced |
| Renaissance Technologies LLC | 479,518 | $11.3M | 0.01% | +479,518 | New |
| New York State Common Retirement Fund | 447,191 | $10.5M | 0.01% | −395,276−46.9% | Reduced |
| Cubist Systematic Strategies, LLC | 428,514 | $10.1M | 0.11% | +412,374+2,555.0% | Added |
| California Public Employees Retirement System | 426,902 | $10.0M | 0.01% | −42,181−9.0% | Reduced |
| Miller Value Partners, LLC | 420,000 | $9.86M | 0.26% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 410,632 | $9.64M | 0.69% | −216,693−34.5% | Reduced |
| Swiss National Bank | 404,300 | $9.49M | 0.01% | −36,400−8.3% | Reduced |
| BNP Paribas Arbitrage, SA | 371,901 | $8.73M | 0.02% | +156,711+72.8% | Added |
| Invenomic Capital Management LP | 354,763 | $8.33M | 3.70% | +4,188+1.2% | Added |
| Legal & General Group Plc | 333,323 | $7.83M | 0.00% | −57,670−14.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 331,617 | $7.78M | 0.15% | +306,927+1,243.1% | Added |
| Amundi | 330,688 | $7.76M | 0.01% | +330,688 | New |
| American International Group, Inc. | 323,569 | $7.60M | 0.03% | −71,300−18.1% | Reduced |
| California State Teachers Retirement System | 316,486 | $7.43M | 0.01% | −11,701−3.6% | Reduced |
| Balyasny Asset Management LLC | 311,126 | $7.30M | 0.04% | +232,365+295.0% | Added |
| Kestrel Investment Management Corp | 302,350 | $7.10M | 2.79% | −300−0.1% | Reduced |
| Citigroup Inc | 299,397 | $7.03M | 0.01% | +45,374+17.9% | Added |
| Gilman Hill Asset Management, LLC | 295,420 | $6.94M | 1.78% | +2,972+1.0% | Added |
| Natixis | 295,000 | $6.93M | 0.03% | +295,000 | New |
| Alliancebernstein L.P. | 293,085 | $6.88M | 0.00% | −9,557−3.2% | Reduced |
| Bank of Nova Scotia | 292,000 | $6.86M | 0.01% | +292,000 | New |
| Foundry Partners, LLC | 282,767 | $6.64M | 0.23% | −8,538−2.9% | Reduced |
| Quinn Opportunity Partners LLC | 281,000 | $6.60M | 0.41% | −40,000−12.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 276,738 | $6.50M | 0.09% | −398,713−59.0% | Reduced |
| Sound Income Strategies, LLC | 275,730 | $6.47M | 0.93% | +28,241+11.4% | Added |
| SEI Investments Co | 258,050 | $6.07M | 0.01% | +18,685+7.8% | Added |
| NewEdge Wealth, LLC | 252,755 | $5.93M | 0.45% | +252,755 | New |
| Brandywine Global Investment Management, LLC | 250,906 | $5.89M | 0.04% | +250,906 | New |
| Financial Counselors Inc | 249,482 | $5.86M | 0.13% | −2,715−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 244,314 | $5.74M | 0.01% | −12,290−4.8% | Reduced |
| Retirement Systems of Alabama | 236,362 | $5.55M | 0.02% | −3,042−1.3% | Reduced |
| New York State Teachers Retirement System | 232,497 | $5.46M | 0.01% | −260.0% | Reduced |
| HRT Financial LP | 231,445 | $5.43M | 0.05% | +231,445 | New |
| Janus Henderson Group PLC | 228,310 | $5.36M | 0.00% | +228,310 | New |
| Storebrand Asset Management AS | 221,283 | $5.20M | 0.03% | +152,000+219.4% | Added |
| Susquehanna Fundamental Investments, LLC | 216,073 | $5.07M | 0.09% | +4,793+2.3% | Added |
| Victory Capital Management Inc | 215,388 | $5.06M | 0.00% | −1,163−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 198,862 | $4.67M | 0.00% | −7,075−3.4% | Reduced |
| Thrivent Financial for Lutherans | 195,750 | $4.60M | 0.01% | +146,989+301.4% | Added |
| Clark Estates Inc | 195,000 | $4.58M | 0.60% | 00.0% | Unchanged |
| Stifel Financial Corp | 192,840 | $4.53M | 0.01% | +44,583+30.1% | Added |
| Voloridge Investment Management, LLC | 190,675 | $4.48M | 0.03% | +156,972+465.8% | Added |
| Credit Suisse AG | 187,476 | $4.38M | 0.00% | −74,127−28.3% | Reduced |
| Rodgers Brothers Inc. | 182,925 | $4.29M | 0.82% | +182,925 | New |
| Acadian Asset Management LLC | 170,717 | $4.01M | 0.02% | +147,288+628.7% | Added |
| Two Sigma Advisers, LP | 170,300 | $4.00M | 0.01% | +98,900+138.5% | Added |
| Voya Investment Management LLC | 160,656 | $3.77M | 0.01% | −27,615−14.7% | Reduced |
| Mutual of America Capital Management LLC | 154,889 | $3.64M | 0.04% | −10,693−6.5% | Reduced |
| Amalgamated Bank | 153,398 | $3.60M | 0.03% | +121,197+376.4% | Added |