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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 190,675 | $4.48M | 0.03% | +156,972+465.8% | Added |
| Stifel Financial Corp | 192,840 | $4.53M | 0.01% | +44,583+30.1% | Added |
| Clark Estates Inc | 195,000 | $4.58M | 0.60% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 195,750 | $4.60M | 0.01% | +146,989+301.4% | Added |
| Manufacturers Life Insurance Company, The | 198,862 | $4.67M | 0.00% | −7,075−3.4% | Reduced |
| Victory Capital Management Inc | 215,388 | $5.06M | 0.00% | −1,163−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 216,073 | $5.07M | 0.09% | +4,793+2.3% | Added |
| Storebrand Asset Management AS | 221,283 | $5.20M | 0.03% | +152,000+219.4% | Added |
| Janus Henderson Group PLC | 228,310 | $5.36M | 0.00% | +228,310 | New |
| HRT Financial LP | 231,445 | $5.43M | 0.05% | +231,445 | New |
| New York State Teachers Retirement System | 232,497 | $5.46M | 0.01% | −260.0% | Reduced |
| Retirement Systems of Alabama | 236,362 | $5.55M | 0.02% | −3,042−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 244,314 | $5.74M | 0.01% | −12,290−4.8% | Reduced |
| Financial Counselors Inc | 249,482 | $5.86M | 0.13% | −2,715−1.1% | Reduced |
| Brandywine Global Investment Management, LLC | 250,906 | $5.89M | 0.04% | +250,906 | New |
| NewEdge Wealth, LLC | 252,755 | $5.93M | 0.45% | +252,755 | New |
| SEI Investments Co | 258,050 | $6.07M | 0.01% | +18,685+7.8% | Added |
| Sound Income Strategies, LLC | 275,730 | $6.47M | 0.93% | +28,241+11.4% | Added |
| Thompson Siegel & Walmsley LLC | 276,738 | $6.50M | 0.09% | −398,713−59.0% | Reduced |
| Quinn Opportunity Partners LLC | 281,000 | $6.60M | 0.41% | −40,000−12.5% | Reduced |
| Foundry Partners, LLC | 282,767 | $6.64M | 0.23% | −8,538−2.9% | Reduced |
| Bank of Nova Scotia | 292,000 | $6.86M | 0.01% | +292,000 | New |
| Alliancebernstein L.P. | 293,085 | $6.88M | 0.00% | −9,557−3.2% | Reduced |
| Natixis | 295,000 | $6.93M | 0.03% | +295,000 | New |
| Gilman Hill Asset Management, LLC | 295,420 | $6.94M | 1.78% | +2,972+1.0% | Added |
| Citigroup Inc | 299,397 | $7.03M | 0.01% | +45,374+17.9% | Added |
| Kestrel Investment Management Corp | 302,350 | $7.10M | 2.79% | −300−0.1% | Reduced |
| Balyasny Asset Management LLC | 311,126 | $7.30M | 0.04% | +232,365+295.0% | Added |
| California State Teachers Retirement System | 316,486 | $7.43M | 0.01% | −11,701−3.6% | Reduced |
| American International Group, Inc. | 323,569 | $7.60M | 0.03% | −71,300−18.1% | Reduced |
| Amundi | 330,688 | $7.76M | 0.01% | +330,688 | New |
| O'Shaughnessy Asset Management, LLC | 331,617 | $7.78M | 0.15% | +306,927+1,243.1% | Added |
| Legal & General Group Plc | 333,323 | $7.83M | 0.00% | −57,670−14.7% | Reduced |
| Invenomic Capital Management LP | 354,763 | $8.33M | 3.70% | +4,188+1.2% | Added |
| BNP Paribas Arbitrage, SA | 371,901 | $8.73M | 0.02% | +156,711+72.8% | Added |
| Swiss National Bank | 404,300 | $9.49M | 0.01% | −36,400−8.3% | Reduced |
| Portolan Capital Management, LLC | 410,632 | $9.64M | 0.69% | −216,693−34.5% | Reduced |
| Miller Value Partners, LLC | 420,000 | $9.86M | 0.26% | 00.0% | Unchanged |
| California Public Employees Retirement System | 426,902 | $10.0M | 0.01% | −42,181−9.0% | Reduced |
| Cubist Systematic Strategies, LLC | 428,514 | $10.1M | 0.11% | +412,374+2,555.0% | Added |
| New York State Common Retirement Fund | 447,191 | $10.5M | 0.01% | −395,276−46.9% | Reduced |
| Renaissance Technologies LLC | 479,518 | $11.3M | 0.01% | +479,518 | New |
| Rhumbline Advisers | 483,875 | $11.4M | 0.01% | −21,836−4.3% | Reduced |
| Barclays PLC | 490,601 | $11.5M | 0.01% | +119,754+32.3% | Added |
| UBS Asset Management Americas Inc | 501,930 | $11.8M | 0.01% | +143,562+40.1% | Added |
| South Dakota Investment Council | 502,547 | $11.8M | 0.21% | −57,519−10.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 524,746 | $12.3M | 0.08% | +524,746 | New |
| HighTower Advisors, LLC | 554,320 | $13.0M | 0.04% | +554,320 | New |
| Ameriprise Financial Inc | 562,174 | $13.2M | 0.00% | −213,062−27.5% | Reduced |
| Advisors Asset Management, Inc. | 581,426 | $13.7M | 0.20% | +137,272+30.9% | Added |
| UBS Group AG | 590,336 | $13.9M | 0.01% | −38,321−6.1% | Reduced |
| Fidelity National Financial, Inc. | 636,854 | $15.0M | 1.08% | 00.0% | Unchanged |
| PGGM Investments | 651,694 | $15.3M | 0.06% | +117,435+22.0% | Added |
| Bank of America Corp | 679,447 | $16.0M | 0.00% | −26,277−3.7% | Reduced |
| Millennium Management LLC | 686,938 | $16.1M | 0.02% | −202,569−22.8% | Reduced |
| Man Group plc | 728,795 | $17.1M | 0.06% | −475,679−39.5% | Reduced |
| JPMorgan Chase & Co | 744,199 | $17.5M | 0.00% | −13,267−1.8% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 770,894 | $18.1M | 0.58% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 777,712 | $18.3M | 0.01% | +4,305+0.6% | Added |
| Citadel Advisors LLC | 866,503 | $20.3M | 0.02% | +591,797+215.4% | Added |
| Fulton Breakefield Broenniman LLC | 885,588 | $20.8M | 1.78% | +11,781+1.3% | Added |
| Peregrine Capital Management LLC | 908,340 | $21.3M | 0.38% | −95,592−9.5% | Reduced |
| Principal Financial Group Inc | 1,033,858 | $24.3M | 0.02% | +133,775+14.9% | Added |
| Wellington Management Group LLP | 1,044,733 | $24.5M | 0.00% | +138,909+15.3% | Added |
| Swedbank AB | 1,056,891 | $24.8M | 0.05% | −59,572−5.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,069,859 | $25.1M | 0.01% | +29,938+2.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,086,907 | $25.5M | 0.03% | +405,847+59.6% | Added |
| First Trust Advisors LP | 1,087,723 | $25.5M | 0.03% | +374,218+52.4% | Added |
| Invesco Ltd. | 1,143,003 | $26.8M | 0.01% | +291,942+34.3% | Added |
| Two Sigma Investments, LP | 1,178,844 | $27.7M | 0.07% | +967,419+457.6% | Added |
| Morgan Stanley | 1,240,597 | $29.1M | 0.00% | −389,601−23.9% | Reduced |
| Schroder Investment Management Group | 1,288,234 | $30.2M | 0.04% | −4,795−0.4% | Reduced |
| Wells Fargo & Company | 1,314,876 | $30.9M | 0.01% | +835,184+174.1% | Added |
| AQR Capital Management LLC | 1,338,221 | $31.3M | 0.05% | −307,908−18.7% | Reduced |
| Nuveen Asset Management, LLC | 1,353,449 | $31.8M | 0.01% | +304,590+29.0% | Added |
| Dimensional Fund Advisors LP | 1,525,337 | $35.8M | 0.01% | −107,710−6.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,552,126 | $36.4M | 0.04% | −956,459−38.1% | Reduced |
| Russell Investments Group, Ltd. | 1,766,504 | $41.5M | 0.07% | +995,757+129.2% | Added |
| Norges Bank | 1,872,891 | $44.0M | 0.01% | −325,523−14.8% | Reduced |
| Goldman Sachs Group Inc | 2,083,898 | $48.9M | 0.01% | +811,238+63.7% | Added |
| LSV Asset Management | 2,223,733 | $52.2M | 0.09% | +588,500+36.0% | Added |
| Geode Capital Management, LLC | 2,296,791 | $53.9M | 0.01% | +100,443+4.6% | Added |
| Northern Trust Corp | 2,302,140 | $54.1M | 0.01% | −24,805−1.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,364,040 | $55.5M | 0.17% | −52,550−2.2% | Reduced |
| Franklin Resources Inc | 2,391,416 | $56.1M | 0.02% | −1,434,897−37.5% | Reduced |
| Artisan Partners Limited Partnership | 2,849,528 | $66.9M | 0.08% | +6,432+0.2% | Added |
| Bank of New York Mellon Corp | 3,561,101 | $83.6M | 0.02% | −606,676−14.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,677,244 | $86.3M | 0.56% | −117,836−3.1% | Reduced |
| Lazard Asset Management LLC | 5,644,126 | $132.5M | 0.15% | −826,446−12.8% | Reduced |
| State Street Corp | 6,939,594 | $164.8M | 0.01% | +62,125+0.9% | Added |
| Jupiter Asset Management Ltd | 12,461,368 | $292.5M | 3.01% | −102,329−0.8% | Reduced |
| BlackRock Inc. | 20,143,665 | $473.0M | 0.01% | −1,433,798−6.6% | Reduced |
| Vanguard Group Inc | 26,105,148 | $612.9M | 0.02% | +149,257+0.6% | Added |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −343,084−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −167,249−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −106,325−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −70,522−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −68,780−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −52,929−100.0% | Sold out |