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, Q3 2021
Institutional positions in H&R Block Inc as of Sep 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
- 398
- +11 vs. Q2 2021
- Shares held
- 149.3M
- −3.43M (−2.2%) vs. Q2 2021
- Total value
- $3.74B
- +$146.4M (+4.1%) vs. Q2 2021
- New holders
- 59
- 109 more added
- Sold out
- 48
- 139 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 25,041,019 | $626.0M | 0.02% | −1,064,129−4.1% | Reduced |
| BlackRock Inc. | 19,727,090 | $493.2M | 0.01% | −416,575−2.1% | Reduced |
| Jupiter Asset Management Ltd | 12,132,673 | $303.3M | 3.44% | −328,695−2.6% | Reduced |
| State Street Corp | 6,914,302 | $174.7M | 0.01% | −25,292−0.4% | Reduced |
| Lazard Asset Management LLC | 5,642,004 | $141.0M | 0.16% | −2,1220.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,685,159 | $92.1M | 0.59% | +7,915+0.2% | Added |
| Northern Trust Corp | 3,056,154 | $76.4M | 0.01% | +754,014+32.8% | Added |
| Bank of New York Mellon Corp | 2,982,396 | $74.6M | 0.01% | −578,705−16.3% | Reduced |
| Artisan Partners Limited Partnership | 2,823,259 | $70.6M | 0.09% | −26,269−0.9% | Reduced |
| Wellington Management Group LLP | 2,503,630 | $62.6M | 0.01% | +1,458,897+139.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,335,080 | $58.4M | 0.19% | −28,960−1.2% | Reduced |
| Geode Capital Management, LLC | 2,331,191 | $58.3M | 0.01% | +34,400+1.5% | Added |
| LSV Asset Management | 2,204,580 | $55.1M | 0.10% | −19,153−0.9% | Reduced |
| Russell Investments Group, Ltd. | 1,889,493 | $47.2M | 0.08% | +122,989+7.0% | Added |
| Dimensional Fund Advisors LP | 1,857,690 | $46.4M | 0.01% | +332,353+21.8% | Added |
| Norges Bank | 1,831,768 | $45.8M | 0.01% | −41,123−2.2% | Reduced |
| First Trust Advisors LP | 1,758,795 | $44.0M | 0.05% | +671,072+61.7% | Added |
| Goldman Sachs Group Inc | 1,712,179 | $42.8M | 0.01% | −371,719−17.8% | Reduced |
| American Century Companies Inc | 1,538,994 | $38.5M | 0.03% | +1,415,222+1,143.4% | Added |
| D. E. Shaw & Co., Inc. | 1,429,811 | $35.7M | 0.05% | −122,315−7.9% | Reduced |
| Franklin Resources Inc | 1,374,486 | $34.4M | 0.01% | −1,016,930−42.5% | Reduced |
| Morgan Stanley | 1,234,271 | $30.9M | 0.00% | −6,326−0.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,183,608 | $29.6M | 0.04% | +96,701+8.9% | Added |
| Wells Fargo & Company | 1,151,827 | $28.8M | 0.01% | −163,049−12.4% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,120,894 | $28.0M | 0.91% | +350,000+45.4% | Added |
| Schroder Investment Management Group | 1,109,544 | $27.7M | 0.04% | −178,690−13.9% | Reduced |
| AQR Capital Management LLC | 1,066,282 | $26.7M | 0.05% | −271,939−20.3% | Reduced |
| Swedbank AB | 1,056,891 | $26.4M | 0.05% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,043,869 | $26.1M | 0.01% | −25,990−2.4% | Reduced |
| Principal Financial Group Inc | 1,023,466 | $25.6M | 0.02% | −10,392−1.0% | Reduced |
| Invesco Ltd. | 1,022,255 | $25.6M | 0.01% | −120,748−10.6% | Reduced |
| Nuveen Asset Management, LLC | 1,003,917 | $25.1M | 0.01% | −349,532−25.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 886,289 | $22.2M | 1.90% | +701+0.1% | Added |
| HighTower Advisors, LLC | 847,082 | $21.2M | 0.06% | +292,762+52.8% | Added |
| Jacobs Levy Equity Management, Inc | 841,721 | $21.0M | 0.14% | +316,975+60.4% | Added |
| PGGM Investments | 823,716 | $20.6M | 0.11% | +172,022+26.4% | Added |
| Parametric Portfolio Associates LLC | 782,342 | $19.6M | 0.01% | +4,630+0.6% | Added |
| Peregrine Capital Management LLC | 753,154 | $18.8M | 0.39% | −155,186−17.1% | Reduced |
| Fidelity National Financial, Inc. | 636,854 | $15.9M | 1.18% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 596,797 | $14.9M | 0.23% | +15,371+2.6% | Added |
| Boston Partners | 526,207 | $13.2M | 0.02% | +413,997+368.9% | Added |
| Renaissance Technologies LLC | 525,000 | $13.1M | 0.02% | +45,482+9.5% | Added |
| Assetmark, Inc | 503,220 | $12.6M | 0.06% | +503,220 | New |
| South Dakota Investment Council | 478,547 | $12.0M | 0.21% | −24,000−4.8% | Reduced |
| Bank of America Corp | 475,256 | $11.9M | 0.00% | −204,191−30.1% | Reduced |
| Rhumbline Advisers | 471,012 | $11.8M | 0.02% | −12,863−2.7% | Reduced |
| UBS Group AG | 470,641 | $11.8M | 0.00% | −119,695−20.3% | Reduced |
| JPMorgan Chase & Co | 467,947 | $11.7M | 0.00% | −276,252−37.1% | Reduced |
| Barclays PLC | 461,589 | $11.5M | 0.01% | −29,012−5.9% | Reduced |
| California Public Employees Retirement System | 429,277 | $10.7M | 0.01% | +2,375+0.6% | Added |
| Royce & Associates LP | 402,038 | $10.1M | 0.08% | +402,038 | New |
| Swiss National Bank | 400,900 | $10.0M | 0.01% | −3,400−0.8% | Reduced |
| Invenomic Capital Management LP | 391,933 | $9.80M | 3.49% | +37,170+10.5% | Added |
| O'Shaughnessy Asset Management, LLC | 391,499 | $9.80M | 0.20% | +59,882+18.1% | Added |
| Miller Value Partners, LLC | 390,000 | $9.75M | 0.33% | −30,000−7.1% | Reduced |
| UBS Asset Management Americas Inc | 378,547 | $9.46M | 0.00% | −123,383−24.6% | Reduced |
| NewEdge Wealth, LLC | 375,245 | $9.38M | 0.56% | +122,490+48.5% | Added |
| Brandywine Global Investment Management, LLC | 368,725 | $9.22M | 0.07% | +117,819+47.0% | Added |
| Ameriprise Financial Inc | 358,888 | $8.98M | 0.00% | −203,286−36.2% | Reduced |
| Portolan Capital Management, LLC | 358,555 | $8.96M | 0.65% | −52,077−12.7% | Reduced |
| Sound Income Strategies, LLC | 323,257 | $8.08M | 1.04% | +47,527+17.2% | Added |
| American International Group, Inc. | 307,873 | $7.70M | 0.04% | −15,696−4.9% | Reduced |
| BNP Paribas Arbitrage, SA | 306,609 | $7.67M | 0.02% | −65,292−17.6% | Reduced |
| California State Teachers Retirement System | 305,231 | $7.63M | 0.01% | −11,255−3.6% | Reduced |
| Gilman Hill Asset Management, LLC | 295,007 | $7.38M | 1.88% | −413−0.1% | Reduced |
| Legal & General Group Plc | 294,118 | $7.35M | 0.00% | −39,205−11.8% | Reduced |
| Alliancebernstein L.P. | 280,459 | $7.01M | 0.00% | −12,626−4.3% | Reduced |
| Quinn Opportunity Partners LLC | 272,500 | $6.81M | 0.44% | −8,500−3.0% | Reduced |
| Foundry Partners, LLC | 269,892 | $6.75M | 0.24% | −12,875−4.6% | Reduced |
| Kestrel Investment Management Corp | 259,050 | $6.48M | 3.08% | −43,300−14.3% | Reduced |
| New York State Common Retirement Fund | 258,443 | $6.46M | 0.01% | −188,748−42.2% | Reduced |
| New York State Teachers Retirement System | 249,570 | $6.24M | 0.01% | +17,073+7.3% | Added |
| Citadel Advisors LLC | 248,098 | $6.20M | 0.01% | −618,405−71.4% | Reduced |
| Citigroup Inc | 238,441 | $5.96M | 0.01% | −60,956−20.4% | Reduced |
| Financial Counselors Inc | 238,072 | $5.95M | 0.13% | −11,410−4.6% | Reduced |
| State Board of Administration of Florida Retirement System | 236,551 | $5.91M | 0.01% | −7,763−3.2% | Reduced |
| Retirement Systems of Alabama | 230,547 | $5.76M | 0.02% | −5,815−2.5% | Reduced |
| SEI Investments Co | 232,570 | $5.74M | 0.01% | −25,480−9.9% | Reduced |
| Victory Capital Management Inc | 227,146 | $5.68M | 0.01% | +11,758+5.5% | Added |
| Redwood Investment Management, LLC | 221,508 | $5.54M | 0.79% | +69,663+45.9% | Added |
| Storebrand Asset Management AS | 221,283 | $5.53M | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 213,422 | $5.34M | 0.04% | +123,933+138.5% | Added |
| Stifel Financial Corp | 212,948 | $5.33M | 0.01% | +20,108+10.4% | Added |
| Manufacturers Life Insurance Company, The | 205,314 | $5.13M | 0.00% | +6,452+3.2% | Added |
| Royal Bank of Canada | 203,577 | $5.09M | 0.00% | +64,887+46.8% | Added |
| Clark Estates Inc | 195,000 | $4.88M | 0.70% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 183,725 | $4.59M | 0.92% | +800+0.4% | Added |
| Credit Suisse AG | 182,876 | $4.57M | 0.00% | −4,600−2.5% | Reduced |
| Guggenheim Capital LLC | 181,424 | $4.54M | 0.03% | +50,221+38.3% | Added |
| Susquehanna Fundamental Investments, LLC | 179,690 | $4.49M | 0.08% | −36,383−16.8% | Reduced |
| Empowered Funds, LLC | 175,558 | $4.39M | 0.56% | +175,558 | New |
| DekaBank Deutsche Girozentrale | 170,518 | $4.31M | 0.01% | +88,646+108.3% | Added |
| Voya Investment Management LLC | 167,574 | $4.19M | 0.01% | +6,918+4.3% | Added |
| Amundi | 159,284 | $3.98M | 0.00% | −171,404−51.8% | Reduced |
| Mutual of America Capital Management LLC | 157,054 | $3.93M | 0.04% | +2,165+1.4% | Added |
| Envestnet Asset Management Inc | 154,400 | $3.86M | 0.00% | +43,703+39.5% | Added |
| Robeco Institutional Asset Management B.V. | 153,361 | $3.84M | 0.01% | +30,735+25.1% | Added |
| Rings Capital Management LLC | 153,000 | $3.83M | 1.73% | 00.0% | Unchanged |
| AXA S.A. | 149,000 | $3.73M | 0.01% | +60,100+67.6% | Added |
| Ensign Peak Advisors, Inc | 148,812 | $3.72M | 0.01% | −910−0.6% | Reduced |