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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.

Q3 2021 vs. Q2 2021

How the institutions holding H&R Block Inc changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of HRB: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders3936398+11
Shares152.8M64.8K149.3M−3.43M (−2.2%)
Value$3.59B$1.52M$3.74B+$146.4M (+4.1%)

6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (59)

Institutions that held H&R Block Inc at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to HRB in Q3 2021
InstitutionSharesValue% of portfolio
Assetmark, Inc503,220$12.6M0.06%
Royce & Associates LP402,038$10.1M0.08%
Empowered Funds, LLC175,558$4.39M0.56%
Dorsey Wright & Associates116,898$2.92M0.64%
Dai-Ichi Life Insurance Company, Ltd110,000$2.75M0.04%
Jennison Associates LLC83,157$2.08M0.00%
Blueshift Asset Management, LLC78,449$1.96M0.11%
Green Square Capital Advisors LLC73,477$1.84M0.42%
O'Shares Investment Advisers, LLC67,180$1.68M0.12%
Jump Financial, LLC67,100$1.68M0.12%
NN Investment Partners Holdings N.V.63,900$1.60M0.01%
Maverick Capital LtdSuperinvestorMaverick Capital59,803$1.50M0.02%
Shilanski & Associates, Inc.50,041$1.25M0.58%
WBI Investments44,557$1.11M0.19%
Aviance Capital Partners, LLC37,582$940.0K0.17%
Vident Investment Advisory, LLC37,543$939.0K0.03%
Seven Eight Capital, LP33,083$827.0K0.08%
Westpac Banking Corp29,600$740.0K0.01%
Oppenheimer & Co Inc28,122$703.0K0.01%
AGF Investments LLC24,568$614.0K0.06%
Exchange Traded Concepts, LLC23,071$577.0K0.01%
Park Circle Co20,800$520.0K0.43%
Allianz Asset Management GmbH19,541$489.0K0.00%
Bokf, NA19,434$486.0K0.01%
OmniStar Financial Group, Inc.17,932$448.0K0.53%
Tectonic Advisors LLC17,822$446.0K0.09%
Sciencast Management LP18,026$444.0K0.13%
Ritholtz Wealth Management17,015$425.0K0.03%
Teza Capital Management LLC16,389$410.0K0.20%
Fort, L.P.15,957$399.0K0.13%
Valeo Financial Advisors, LLC13,655$341.0K0.02%
Pictet Asset Management SA12,900$323.0K0.00%
One Wealth Advisors, LLC11,454$286.0K0.08%
Cookson Peirce & Co Inc10,771$269.0K0.02%
Gyon Technologies Capital Management, LP10,253$256.0K0.07%
Tudor Investment Corp Et Al9,083$227.0K0.00%
Kaizen Financial Strategies9,074$227.0K0.18%
XTX Topco Ltd8,980$225.0K0.08%
Wedge Capital Management L L P8,891$222.0K0.00%
Level Four Advisory Services, LLC8,884$222.0K0.02%
Integrated Wealth Concepts LLC8,848$221.0K0.01%
6 Meridian8,682$217.0K0.02%
Euclidean Technologies Management, LLC8,428$211.0K0.18%
MML Investors Services, LLC8,385$210.0K0.00%
Baker Avenue Asset Management, LP8,209$205.0K0.01%
Eads & Heald Wealth Management8,176$204.0K0.10%
Agf Investments Inc.7,400$185.0K0.00%
Islay Capital Management, LLC5,148$129.0K0.10%
Wilen Investment Management Corp.4,800$118.0K0.10%
Leonteq Securities AG2,015$50.4K0.00%
Harel Insurance Investments & Financial Services Ltd.1,077$27.0K0.00%
Cutler Group LP1,080$27.0K0.00%
Cahill Financial Advisors Inc756$19.0K0.00%
TD Ameritrade Investment Management, LLC363$6.00K0.00%
Bell Investment Advisors, Inc256$6.00K0.00%
D'Orazio & Associates, Inc.215$5.00K0.00%
Eagle Bay Advisors LLC104$2.00K0.00%
Meridian Wealth Partners, LLC57$1.00K0.00%
First Horizon Advisors, Inc.7$00.00%

Sold out (48)

Institutions that held H&R Block Inc at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of HRB in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Balyasny Asset Management LLC311,126$7.30M
Natixis295,000$6.93M
Voloridge Investment Management, LLC190,675$4.48M
Two Sigma Advisers, LP170,300$4.00M
CIBC World Markets Corp134,000$3.15M
Ninety One UK Ltd127,800$3.00M
Trexquant Investment LP72,786$1.71M
STRS Ohio60,514$1.42M
Sovarnum Capital L.P.60,000$1.41M
ExodusPoint Capital Management, LP57,446$1.35M
Concorde Asset Management, LLC47,575$1.12M
SG Americas Securities, LLC36,926$867.0K
Employees Retirement System of Texas33,995$798.0K
Dynamic Technology Lab Private Ltd30,792$723.0K
Schonfeld Strategic Advisors LLC29,900$702.0K
Hillsdale Investment Management Inc.25,300$594.0K
Paloma Partners Management Co22,414$526.0K
Prudential PLC21,747$511.0K
PEAK6 Investments LLC20,750$487.0K
Ontario Teachers Pension Plan Board20,331$477.0K
Capital Investment Counsel, Inc19,890$467.0K
Bluefin Capital Management, LLC19,000$446.0K
CWM Advisors, LLC17,220$404.0K
Echo Street Capital Management LLC15,943$374.0K
Diversified Trust Co14,444$339.0K
Inscription Capital, LLC13,540$318.0K
Hancock Whitney Corp12,341$290.0K
Neuberger Berman Group LLC12,054$283.0K
Y-Intercept (Hong Kong) Ltd11,454$269.0K
HAP Trading, LLC11,179$262.0K
Public Sector Pension Investment Board10,933$257.0K
Verition Fund Management LLC10,879$255.0K
Gluskin Sheff & Assoc Inc10,640$250.0K
Freestone Capital Holdings, LLC10,479$246.0K
Bridgefront Capital, LLC9,821$231.0K
Mackenzie Financial Corp9,000$211.0K
Hunting Hill Global Capital, LLC8,094$190.0K
First Mercantile Trust Co5,130$120.0K
Elliott Investment Management L.P.SuperinvestorElliott Investment Management5,000$117.0K
Advisory Services Network, LLC3,303$78.0K
Dark Forest Capital Management LP2,732$64.0K
Pinebridge Investments, L.P.2,700$63.0K
Counterpoint Mutual Funds LLC570$13.0K
Clearstead Advisors, LLC425$10.0K
FourThought Financial, LLC400$9.00K
Enterprise Financial Services Corp323$8.00K
Healthcare of Ontario Pension Plan Trust Fund70$2.00K
Cypress Capital, LLC9$0

Not filed for Q3 2021 yet (6)

Institutions that held H&R Block Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HRB in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Cipher Capital LP35,804$841.0K
Pictet Asset Management Ltd12,900$303.0K
QS Investors, LLC10,060$237.0K
Smith Asset Management Group LP5,820$137.0K
CWM, LLC171$4.00K
First Horizon Corp7$0