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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 32,556 | $764.0K | 0.01% | −14,500−30.8% | Reduced |
| V Wealth Advisors LLC | 33,000 | $775.0K | 0.12% | +33,000 | New |
| Handelsbanken Fonder AB | 33,600 | $789.0K | 0.00% | +7,200+27.3% | Added |
| Employees Retirement System of Texas | 33,995 | $798.0K | 0.01% | −133,600−79.7% | Reduced |
| HSBC Holdings PLC | 35,801 | $831.0K | 0.00% | −16,033−30.9% | Reduced |
| M&T Bank Corp | 35,509 | $834.0K | 0.00% | −30.0% | Reduced |
| Cipher Capital LP | 35,804 | $841.0K | 0.46% | +19,645+121.6% | Added |
| Federated Hermes, Inc. | 36,196 | $850.0K | 0.00% | −11,617−24.3% | Reduced |
| Xponance, Inc. | 36,223 | $851.0K | 0.02% | +3,542+10.8% | Added |
| SG Americas Securities, LLC | 36,926 | $867.0K | 0.00% | −20,764−36.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 37,200 | $873.0K | 0.18% | −34,800−48.3% | Reduced |
| New Mexico Educational Retirement Board | 38,000 | $892.0K | 0.03% | +4,200+12.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 38,668 | $908.0K | 0.00% | −6,835−15.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 39,500 | $927.0K | 0.01% | +8,579+27.7% | Added |
| Prairiewood Capital, LLC | 39,517 | $928.0K | 0.79% | −2,150−5.2% | Reduced |
| Deutsche Bank AG | 39,616 | $930.0K | 0.00% | −64,631−62.0% | Reduced |
| Trilogy Capital Inc. | 38,456 | $931.0K | 0.07% | +2,923+8.2% | Added |
| Ruffer LLP | 40,000 | $939.0K | 0.03% | −29,938−42.8% | Reduced |
| Commerce Bank | 40,496 | $951.0K | 0.01% | +2,545+6.7% | Added |
| Metropolitan Life Insurance Co | 41,386 | $971.7K | 0.01% | −85−0.2% | Reduced |
| Macquarie Group Ltd | 44,246 | $1.04M | 0.00% | −3,801−7.9% | Reduced |
| AlphaCrest Capital Management LLC | 45,521 | $1.07M | 0.05% | +32,929+261.5% | Added |
| State of Michigan Retirement System | 45,700 | $1.07M | 0.01% | −22,200−32.7% | Reduced |
| Argyle Capital Management Inc. | 45,950 | $1.08M | 0.35% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 47,100 | $1.11M | 0.03% | −600−1.3% | Reduced |
| Concorde Asset Management, LLC | 47,575 | $1.12M | 0.63% | −43,843−48.0% | Reduced |
| Ameritas Investment Partners, Inc. | 49,039 | $1.15M | 0.04% | −1,653−3.3% | Reduced |
| Asset Management One Co.,Ltd. | 49,026 | $1.15M | 0.00% | +6,793+16.1% | Added |
| Eaton Vance Management | 49,159 | $1.16M | 0.00% | +3,324+7.3% | Added |
| Arizona State Retirement System | 49,858 | $1.17M | 0.01% | −6,295−11.2% | Reduced |
| Pearl River Capital, LLC | 51,201 | $1.20M | 0.33% | +51,201 | New |
| D.A. Davidson & Co. | 51,892 | $1.22M | 0.01% | +5,083+10.9% | Added |
| Simplex Trading, LLC | 54,056 | $1.27M | 0.05% | +54,056 | New |
| Commonwealth Equity Services, LLC | 54,945 | $1.29M | 0.00% | −3,501−6.0% | Reduced |
| Alberta Investment Management Corp | 56,800 | $1.33M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 57,446 | $1.35M | 0.02% | +57,446 | New |
| Barnett & Company, Inc. | 59,450 | $1.40M | 0.92% | +59,450 | New |
| Sovarnum Capital L.P. | 60,000 | $1.41M | 0.89% | +40,000+200.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,441 | $1.42M | 0.02% | −749−1.2% | Reduced |
| STRS Ohio | 60,514 | $1.42M | 0.01% | +60,514 | New |
| Auxier Asset Management | 61,752 | $1.45M | 0.24% | −950−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 62,585 | $1.47M | 0.02% | +1,544+2.5% | Added |
| Treasurer of the State of North Carolina | 63,203 | $1.48M | 0.01% | −4,230−6.3% | Reduced |
| Mork Capital Management, LLC | 64,500 | $1.51M | 1.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 64,961 | $1.52M | 0.00% | −161,814−71.4% | Reduced |
| United Capital Financial Advisers, LLC | 67,545 | $1.59M | 0.01% | −1,393−2.0% | Reduced |
| Huber Capital Management LLC | 69,617 | $1.64M | 0.42% | −4,100−5.6% | Reduced |
| Round Hill Asset Management | 72,404 | $1.70M | 0.83% | 00.0% | Unchanged |
| Trexquant Investment LP | 72,786 | $1.71M | 0.14% | +72,786 | New |
| Convergence Investment Partners, LLC | 74,728 | $1.75M | 0.75% | −971−1.3% | Reduced |
| Nisa Investment Advisors, LLC | 75,360 | $1.77M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 75,839 | $1.78M | 0.00% | +260+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 76,031 | $1.78M | 0.00% | −9,735−11.4% | Reduced |
| Truist Financial Corp | 78,907 | $1.85M | 0.00% | −79−0.1% | Reduced |
| Great West Life Assurance Co | 80,145 | $1.88M | 0.00% | −2,583−3.1% | Reduced |
| DekaBank Deutsche Girozentrale | 81,872 | $1.92M | 0.01% | −16,259−16.6% | Reduced |
| Quantedge Capital Pte Ltd | 82,500 | $1.94M | 0.93% | +82,500 | New |
| Roosevelt Investment Group LLC | 85,000 | $2.00M | 0.12% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 85,869 | $2.02M | 0.00% | −471−0.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 86,868 | $2.04M | 0.11% | +86,868 | New |
| Jane Street Group, LLC | 88,452 | $2.08M | 0.01% | −1,331−1.5% | Reduced |
| AXA S.A. | 88,900 | $2.09M | 0.01% | +1,700+1.9% | Added |
| Davy Global Fund Management Ltd | 89,431 | $2.10M | 0.32% | −2,329−2.5% | Reduced |
| Squarepoint Ops LLC | 89,489 | $2.10M | 0.02% | −1,041,847−92.1% | Reduced |
| MetLife Investment Management | 90,656 | $2.13M | 0.02% | −4,086−4.3% | Reduced |
| River & Mercantile Asset Management LLP | 92,160 | $2.16M | 0.14% | −1,200−1.3% | Reduced |
| Range Financial Group LLC | 95,663 | $2.25M | 1.66% | +3,908+4.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 102,335 | $2.37M | 0.01% | −66,565−39.4% | Reduced |
| Mercer Global Advisors Inc | 101,445 | $2.38M | 0.02% | +143+0.1% | Added |
| Alaska Permanent Fund Corp | 102,000 | $2.40M | 0.04% | −52,700−34.1% | Reduced |
| Human Investing LLC | 103,229 | $2.42M | 0.59% | −11,243−9.8% | Reduced |
| Public Employees Retirement System of Ohio | 103,672 | $2.43M | 0.01% | +6,021+6.2% | Added |
| Burney Co | 104,431 | $2.45M | 0.11% | +244+0.2% | Added |
| Envestnet Asset Management Inc | 110,697 | $2.60M | 0.00% | +7,960+7.7% | Added |
| Boston Partners | 112,210 | $2.63M | 0.00% | +37,674+50.5% | Added |
| State of New Jersey Common Pension Fund D | 113,062 | $2.65M | 0.01% | −8,862−7.3% | Reduced |
| Comerica Bank | 105,767 | $2.68M | 0.02% | −3,413−3.1% | Reduced |
| Virginia Retirement Systems Et Al | 117,700 | $2.76M | 0.03% | +34,000+40.6% | Added |
| Raymond James & Associates | 118,614 | $2.79M | 0.00% | +49,008+70.4% | Added |
| Robeco Institutional Asset Management B.V. | 122,626 | $2.88M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 123,772 | $2.91M | 0.00% | +55,597+81.6% | Added |
| Pacer Advisors, Inc. | 124,776 | $2.93M | 0.04% | +59,327+90.6% | Added |
| Ninety One UK Ltd | 127,800 | $3.00M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 130,045 | $3.05M | 0.04% | +130,045 | New |
| Guggenheim Capital LLC | 131,203 | $3.08M | 0.02% | +5,767+4.6% | Added |
| CIBC World Markets Corp | 134,000 | $3.15M | 0.02% | +114,306+580.4% | Added |
| Texas Permanent School Fund | 135,207 | $3.17M | 0.04% | −1,823−1.3% | Reduced |
| Royal Bank of Canada | 138,690 | $3.26M | 0.00% | −5,831−4.0% | Reduced |
| Carolina Wealth Advisors, LLC | 144,364 | $3.39M | 2.28% | +4,766+3.4% | Added |
| Gabelli Funds LLC | 148,500 | $3.49M | 0.02% | −29,000−16.3% | Reduced |
| Ensign Peak Advisors, Inc | 149,722 | $3.52M | 0.01% | +19,880+15.3% | Added |
| Redwood Investment Management, LLC | 151,845 | $3.56M | 0.58% | +13,816+10.0% | Added |
| Rings Capital Management LLC | 153,000 | $3.59M | 1.61% | 00.0% | Unchanged |
| Amalgamated Bank | 153,398 | $3.60M | 0.03% | +121,197+376.4% | Added |
| Mutual of America Capital Management LLC | 154,889 | $3.64M | 0.04% | −10,693−6.5% | Reduced |
| Voya Investment Management LLC | 160,656 | $3.77M | 0.01% | −27,615−14.7% | Reduced |
| Two Sigma Advisers, LP | 170,300 | $4.00M | 0.01% | +98,900+138.5% | Added |
| Acadian Asset Management LLC | 170,717 | $4.01M | 0.02% | +147,288+628.7% | Added |
| Rodgers Brothers Inc. | 182,925 | $4.29M | 0.82% | +182,925 | New |
| Credit Suisse AG | 187,476 | $4.38M | 0.00% | −74,127−28.3% | Reduced |