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 |
|---|---|---|---|---|---|
| Rings Capital Management LLC | 153,000 | $3.59M | 1.61% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 151,845 | $3.56M | 0.58% | +13,816+10.0% | Added |
| Ensign Peak Advisors, Inc | 149,722 | $3.52M | 0.01% | +19,880+15.3% | Added |
| Gabelli Funds LLC | 148,500 | $3.49M | 0.02% | −29,000−16.3% | Reduced |
| Carolina Wealth Advisors, LLC | 144,364 | $3.39M | 2.28% | +4,766+3.4% | Added |
| Royal Bank of Canada | 138,690 | $3.26M | 0.00% | −5,831−4.0% | Reduced |
| Texas Permanent School Fund | 135,207 | $3.17M | 0.04% | −1,823−1.3% | Reduced |
| CIBC World Markets Corp | 134,000 | $3.15M | 0.02% | +114,306+580.4% | Added |
| Guggenheim Capital LLC | 131,203 | $3.08M | 0.02% | +5,767+4.6% | Added |
| Qube Research & Technologies Ltd | 130,045 | $3.05M | 0.04% | +130,045 | New |
| Ninety One UK Ltd | 127,800 | $3.00M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 124,776 | $2.93M | 0.04% | +59,327+90.6% | Added |
| American Century Companies Inc | 123,772 | $2.91M | 0.00% | +55,597+81.6% | Added |
| Robeco Institutional Asset Management B.V. | 122,626 | $2.88M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 118,614 | $2.79M | 0.00% | +49,008+70.4% | Added |
| Virginia Retirement Systems Et Al | 117,700 | $2.76M | 0.03% | +34,000+40.6% | Added |
| Comerica Bank | 105,767 | $2.68M | 0.02% | −3,413−3.1% | Reduced |
| State of New Jersey Common Pension Fund D | 113,062 | $2.65M | 0.01% | −8,862−7.3% | Reduced |
| Boston Partners | 112,210 | $2.63M | 0.00% | +37,674+50.5% | Added |
| Envestnet Asset Management Inc | 110,697 | $2.60M | 0.00% | +7,960+7.7% | Added |
| Burney Co | 104,431 | $2.45M | 0.11% | +244+0.2% | Added |
| Public Employees Retirement System of Ohio | 103,672 | $2.43M | 0.01% | +6,021+6.2% | Added |
| Human Investing LLC | 103,229 | $2.42M | 0.59% | −11,243−9.8% | Reduced |
| Alaska Permanent Fund Corp | 102,000 | $2.40M | 0.04% | −52,700−34.1% | Reduced |
| Mercer Global Advisors Inc | 101,445 | $2.38M | 0.02% | +143+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 102,335 | $2.37M | 0.01% | −66,565−39.4% | Reduced |
| Range Financial Group LLC | 95,663 | $2.25M | 1.66% | +3,908+4.3% | Added |
| River & Mercantile Asset Management LLP | 92,160 | $2.16M | 0.14% | −1,200−1.3% | Reduced |
| MetLife Investment Management | 90,656 | $2.13M | 0.02% | −4,086−4.3% | Reduced |
| Squarepoint Ops LLC | 89,489 | $2.10M | 0.02% | −1,041,847−92.1% | Reduced |
| Davy Global Fund Management Ltd | 89,431 | $2.10M | 0.32% | −2,329−2.5% | Reduced |
| AXA S.A. | 88,900 | $2.09M | 0.01% | +1,700+1.9% | Added |
| Jane Street Group, LLC | 88,452 | $2.08M | 0.01% | −1,331−1.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 86,868 | $2.04M | 0.11% | +86,868 | New |
| Price T Rowe Associates Inc | 85,869 | $2.02M | 0.00% | −471−0.5% | Reduced |
| Roosevelt Investment Group LLC | 85,000 | $2.00M | 0.12% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 82,500 | $1.94M | 0.93% | +82,500 | New |
| DekaBank Deutsche Girozentrale | 81,872 | $1.92M | 0.01% | −16,259−16.6% | Reduced |
| Great West Life Assurance Co | 80,145 | $1.88M | 0.00% | −2,583−3.1% | Reduced |
| Truist Financial Corp | 78,907 | $1.85M | 0.00% | −79−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 76,031 | $1.78M | 0.00% | −9,735−11.4% | Reduced |
| LPL Financial LLC | 75,839 | $1.78M | 0.00% | +260+0.3% | Added |
| Nisa Investment Advisors, LLC | 75,360 | $1.77M | 0.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 74,728 | $1.75M | 0.75% | −971−1.3% | Reduced |
| Trexquant Investment LP | 72,786 | $1.71M | 0.14% | +72,786 | New |
| Round Hill Asset Management | 72,404 | $1.70M | 0.83% | 00.0% | Unchanged |
| Huber Capital Management LLC | 69,617 | $1.64M | 0.42% | −4,100−5.6% | Reduced |
| United Capital Financial Advisers, LLC | 67,545 | $1.59M | 0.01% | −1,393−2.0% | Reduced |
| Susquehanna International Group, LLP | 64,961 | $1.52M | 0.00% | −161,814−71.4% | Reduced |
| Mork Capital Management, LLC | 64,500 | $1.51M | 1.09% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 63,203 | $1.48M | 0.01% | −4,230−6.3% | Reduced |
| Oregon Public Employees Retirement Fund | 62,585 | $1.47M | 0.02% | +1,544+2.5% | Added |
| Auxier Asset Management | 61,752 | $1.45M | 0.24% | −950−1.5% | Reduced |
| STRS Ohio | 60,514 | $1.42M | 0.01% | +60,514 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,441 | $1.42M | 0.02% | −749−1.2% | Reduced |
| Sovarnum Capital L.P. | 60,000 | $1.41M | 0.89% | +40,000+200.0% | Added |
| Barnett & Company, Inc. | 59,450 | $1.40M | 0.92% | +59,450 | New |
| ExodusPoint Capital Management, LP | 57,446 | $1.35M | 0.02% | +57,446 | New |
| Alberta Investment Management Corp | 56,800 | $1.33M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 54,945 | $1.29M | 0.00% | −3,501−6.0% | Reduced |
| Simplex Trading, LLC | 54,056 | $1.27M | 0.05% | +54,056 | New |
| D.A. Davidson & Co. | 51,892 | $1.22M | 0.01% | +5,083+10.9% | Added |
| Pearl River Capital, LLC | 51,201 | $1.20M | 0.33% | +51,201 | New |
| Arizona State Retirement System | 49,858 | $1.17M | 0.01% | −6,295−11.2% | Reduced |
| Eaton Vance Management | 49,159 | $1.16M | 0.00% | +3,324+7.3% | Added |
| 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 |
| Concorde Asset Management, LLC | 47,575 | $1.12M | 0.63% | −43,843−48.0% | Reduced |
| Louisiana State Employees Retirement System | 47,100 | $1.11M | 0.03% | −600−1.3% | Reduced |
| Argyle Capital Management Inc. | 45,950 | $1.08M | 0.35% | 00.0% | Unchanged |
| State of Michigan Retirement System | 45,700 | $1.07M | 0.01% | −22,200−32.7% | Reduced |
| AlphaCrest Capital Management LLC | 45,521 | $1.07M | 0.05% | +32,929+261.5% | Added |
| Macquarie Group Ltd | 44,246 | $1.04M | 0.00% | −3,801−7.9% | Reduced |
| Metropolitan Life Insurance Co | 41,386 | $971.7K | 0.01% | −85−0.2% | Reduced |
| Commerce Bank | 40,496 | $951.0K | 0.01% | +2,545+6.7% | Added |
| Ruffer LLP | 40,000 | $939.0K | 0.03% | −29,938−42.8% | Reduced |
| Trilogy Capital Inc. | 38,456 | $931.0K | 0.07% | +2,923+8.2% | Added |
| Deutsche Bank AG | 39,616 | $930.0K | 0.00% | −64,631−62.0% | Reduced |
| Prairiewood Capital, LLC | 39,517 | $928.0K | 0.79% | −2,150−5.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 39,500 | $927.0K | 0.01% | +8,579+27.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 38,668 | $908.0K | 0.00% | −6,835−15.0% | Reduced |
| New Mexico Educational Retirement Board | 38,000 | $892.0K | 0.03% | +4,200+12.4% | Added |
| Hussman Strategic Advisors, Inc. | 37,200 | $873.0K | 0.18% | −34,800−48.3% | Reduced |
| SG Americas Securities, LLC | 36,926 | $867.0K | 0.00% | −20,764−36.0% | Reduced |
| Xponance, Inc. | 36,223 | $851.0K | 0.02% | +3,542+10.8% | Added |
| Federated Hermes, Inc. | 36,196 | $850.0K | 0.00% | −11,617−24.3% | Reduced |
| Cipher Capital LP | 35,804 | $841.0K | 0.46% | +19,645+121.6% | Added |
| M&T Bank Corp | 35,509 | $834.0K | 0.00% | −30.0% | Reduced |
| HSBC Holdings PLC | 35,801 | $831.0K | 0.00% | −16,033−30.9% | Reduced |
| Employees Retirement System of Texas | 33,995 | $798.0K | 0.01% | −133,600−79.7% | Reduced |
| Handelsbanken Fonder AB | 33,600 | $789.0K | 0.00% | +7,200+27.3% | Added |
| V Wealth Advisors LLC | 33,000 | $775.0K | 0.12% | +33,000 | New |
| Gamco Investors, Inc. Et Al | 32,556 | $764.0K | 0.01% | −14,500−30.8% | Reduced |
| APG Asset Management N.V. | 37,900 | $750.0K | 0.00% | −51,500−57.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 30,792 | $723.0K | 0.07% | +30,792 | New |
| Neo Ivy Capital Management | 30,668 | $720.0K | 0.73% | +30,668 | New |
| Group One Trading, L.P. | 30,511 | $716.0K | 0.01% | −2,070−6.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,216 | $709.0K | 0.01% | −380−1.2% | Reduced |
| Ashfield Capital Partners, LLC | 30,000 | $704.0K | 0.05% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 30,000 | $704.0K | 0.60% | +30,000 | New |