H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 29,907 | $702.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 29,900 | $702.0K | 0.01% | +7,464+33.3% | Added |
| Cairn Investment Group, Inc. | 29,530 | $693.0K | 0.51% | −375−1.3% | Reduced |
| Engineers Gate Manager LP | 29,310 | $688.0K | 0.04% | −2,180−6.9% | Reduced |
| Hodges Capital Management Inc. | 29,000 | $681.0K | 0.08% | +29,000 | New |
| Teachers Retirement System of the State of Kentucky | 28,200 | $662.0K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 28,176 | $661.0K | 0.01% | −561−2.0% | Reduced |
| Wealthfront Advisers LLC | 27,232 | $639.0K | 0.00% | −269−1.0% | Reduced |
| Occidental Asset Management, LLC | 27,209 | $639.0K | 0.17% | +1,219+4.7% | Added |
| Crawford Investment Counsel Inc | 26,240 | $616.0K | 0.01% | +26,240 | New |
| Bank of Montreal | 25,456 | $595.0K | 0.00% | −15,003−37.1% | Reduced |
| Hillsdale Investment Management Inc. | 25,300 | $594.0K | 0.05% | +25,300 | New |
| Standard Life Aberdeen plc | 25,269 | $593.0K | 0.00% | −263−1.0% | Reduced |
| Toroso Investments, LLC | 25,169 | $591.0K | 0.02% | +25,169 | New |
| TSP Capital Management Group, LLC | – | $587.0K | 0.19% | – | – |
| Winton Group Ltd | 24,541 | $576.0K | 0.03% | −1,230−4.8% | Reduced |
| ClariVest Asset Management LLC | 24,524 | $576.0K | 0.02% | −265−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 24,144 | $567.0K | 0.00% | −3,844−13.7% | Reduced |
| Teacher Retirement System of Texas | 23,786 | $558.0K | 0.00% | +2,122+9.8% | Added |
| Scotia Capital Inc. | 23,673 | $556.0K | 0.00% | −3,894−14.1% | Reduced |
| Ceera Investments, LLC | 23,500 | $552.0K | 0.42% | +9,005+62.1% | Added |
| Creative Planning | 23,291 | $547.0K | 0.00% | −13,336−36.4% | Reduced |
| US Bancorp | 23,066 | $541.0K | 0.00% | +376+1.7% | Added |
| Archer Investment Corp | 22,800 | $535.3K | 0.21% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 22,628 | $531.0K | 1.34% | 00.0% | Unchanged |
| Paloma Partners Management Co | 22,414 | $526.0K | 0.01% | −20,267−47.5% | Reduced |
| State of Wisconsin Investment Board | 21,806 | $512.0K | 0.00% | −1,615−6.9% | Reduced |
| Prudential PLC | 21,747 | $511.0K | 0.00% | +21,747 | New |
| PEAK6 Investments LLC | 20,750 | $487.0K | 0.01% | −83,505−80.1% | Reduced |
| Caxton Associates LP | 20,591 | $483.0K | 0.06% | +4,729+29.8% | Added |
| Ontario Teachers Pension Plan Board | 20,331 | $477.0K | 0.01% | −14,362−41.4% | Reduced |
| Capital Investment Counsel, Inc | 19,890 | $467.0K | 0.10% | +650+3.4% | Added |
| Bluefin Capital Management, LLC | 19,000 | $446.0K | 0.03% | +6,007+46.2% | Added |
| Crossmark Global Holdings, Inc. | 18,794 | $441.0K | 0.01% | +4,400+30.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,259 | $429.0K | 0.00% | −1,644−8.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $423.0K | 0.06% | 00.0% | Unchanged |
| CWM Advisors, LLC | 17,220 | $404.0K | 0.05% | +17,220 | New |
| Prudential Financial Inc | 17,025 | $400.0K | 0.00% | −9,446−35.7% | Reduced |
| Securian Asset Management, Inc | 16,674 | $392.0K | 0.01% | −613−3.5% | Reduced |
| Rockland Trust Co | 16,666 | $391.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,596 | $390.0K | 0.00% | −742−4.3% | Reduced |
| Point72 Hong Kong Ltd | 16,605 | $390.0K | 0.03% | +16,605 | New |
| Cetera Investment Advisers | 16,497 | $387.0K | 0.01% | −494−2.9% | Reduced |
| Tower Research Capital LLC (TRC) | 16,413 | $385.0K | 0.01% | +6,299+62.3% | Added |
| Mariner, LLC | 16,061 | $377.0K | 0.00% | +2,821+21.3% | Added |
| Echo Street Capital Management LLC | 15,943 | $374.0K | 0.00% | +15,943 | New |
| Kestra Advisory Services, LLC | 15,196 | $357.0K | 0.00% | +15,196 | New |
| Glenmede Trust Co NA | 15,238 | $356.0K | 0.00% | +15,238 | New |
| RBF Capital, LLC | 15,000 | $352.0K | 0.02% | 00.0% | Unchanged |
| Invst, LLC | 14,766 | $349.0K | 0.06% | +2,829+23.7% | Added |
| Occudo Quantitative Strategies LP | 14,882 | $349.0K | 0.05% | +5,135+52.7% | Added |
| The PNC Financial Services Group, Inc. | 14,745 | $346.0K | 0.00% | −339−2.2% | Reduced |
| Maryland State Retirement & Pension System | 14,650 | $346.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 14,625 | $343.0K | 0.19% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,565 | $342.0K | 0.00% | −302−2.0% | Reduced |
| AE Wealth Management LLC | 14,543 | $341.0K | 0.00% | +14,543 | New |
| Chicago Trust Co NA | 14,500 | $340.0K | 0.08% | 00.0% | Unchanged |
| Diversified Trust Co | 14,444 | $339.0K | 0.01% | +14,444 | New |
| Alpha Omega Wealth Management LLC | 14,229 | $334.0K | 0.05% | −151−1.1% | Reduced |
| Capital Investment Advisory Services, LLC | 13,787 | $324.0K | 0.04% | −4,399−24.2% | Reduced |
| RSM US Wealth Management LLC | 13,616 | $323.0K | 0.02% | −566−4.0% | Reduced |
| Principle Wealth Partners LLC | 13,540 | $318.0K | 0.04% | +13,540 | New |
| Inscription Capital, LLC | 13,540 | $318.0K | 0.04% | +13,540 | New |
| AMP Capital Investors Ltd | 13,421 | $315.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,200 | $313.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13,200 | $310.0K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 13,042 | $306.0K | 0.05% | −140−1.1% | Reduced |
| Profund Advisors LLC | 13,075 | $306.0K | 0.01% | +198+1.5% | Added |
| Pictet Asset Management Ltd | 12,900 | $303.0K | 0.00% | −2,700−17.3% | Reduced |
| Brown Advisory Inc | 12,740 | $299.0K | 0.00% | −773−5.7% | Reduced |
| Kingsview Wealth Management, LLC | 12,467 | $296.0K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 12,341 | $290.0K | 0.01% | −309−2.4% | Reduced |
| AdvisorNet Financial, Inc | 12,150 | $285.0K | 0.02% | +7,210+146.0% | Added |
| Neuberger Berman Group LLC | 12,054 | $283.0K | 0.00% | +12,054 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $272.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 11,495 | $270.0K | 0.01% | −6,725−36.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,454 | $269.0K | 0.07% | +11,454 | New |
| Meeder Asset Management Inc | 11,257 | $264.0K | 0.01% | +9,193+445.4% | Added |
| HAP Trading, LLC | 11,179 | $262.0K | 0.02% | −11,054−49.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,106 | $261.0K | 0.02% | −684−5.8% | Reduced |
| Public Sector Pension Investment Board | 10,933 | $257.0K | 0.00% | +10,933 | New |
| Verition Fund Management LLC | 10,879 | $255.0K | 0.00% | +10,879 | New |
| Gluskin Sheff & Assoc Inc | 10,640 | $250.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 10,624 | $249.0K | 0.00% | +10,624 | New |
| Freestone Capital Holdings, LLC | 10,479 | $246.0K | 0.01% | −406−3.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,392 | $244.0K | 0.09% | −1,287−11.0% | Reduced |
| World Asset Management Inc | 10,231 | $240.0K | 0.02% | −541−5.0% | Reduced |
| QS Investors, LLC | 10,060 | $237.0K | 0.00% | −37,400−78.8% | Reduced |
| Bridgefront Capital, LLC | 9,821 | $231.0K | 0.09% | +9,821 | New |
| Utah Retirement Systems | 9,600 | $225.0K | 0.00% | +100+1.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 9,500 | $223.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,287 | $218.0K | 0.00% | −160−1.7% | Reduced |
| Baird Financial Group, Inc. | 9,242 | $217.0K | 0.00% | −150−1.6% | Reduced |
| Essex Financial Services, Inc. | 9,910 | $216.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 9,215 | $216.0K | 0.01% | +9,215 | New |
| Ci Investments Inc. | 9,010 | $212.0K | 0.00% | −21,897−70.8% | Reduced |
| Mackenzie Financial Corp | 9,000 | $211.0K | 0.00% | +9,000 | New |
| Boston Family Office LLC | 9,000 | $211.0K | 0.02% | +9,000 | New |
| Hennion & Walsh Asset Management, Inc. | 8,842 | $208.0K | 0.01% | −1,657−15.8% | Reduced |
| Panagora Asset Management Inc | 8,823 | $207.0K | 0.00% | 00.0% | Unchanged |