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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 32,136 | $804.0K | 0.00% | −4,060−11.2% | Reduced |
| Gamco Investors, Inc. Et Al | 32,300 | $808.0K | 0.01% | −256−0.8% | Reduced |
| V Wealth Advisors LLC | 32,500 | $813.0K | 0.13% | −500−1.5% | Reduced |
| Seven Eight Capital, LP | 33,083 | $827.0K | 0.08% | +33,083 | New |
| Handelsbanken Fonder AB | 33,600 | $840.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 34,550 | $864.0K | 0.00% | −53,902−60.9% | Reduced |
| Xponance, Inc. | 34,773 | $869.0K | 0.02% | −1,450−4.0% | Reduced |
| Ceera Investments, LLC | 34,925 | $873.0K | 0.48% | +11,425+48.6% | Added |
| M&T Bank Corp | 35,569 | $890.0K | 0.00% | +60+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 35,795 | $895.0K | 0.00% | −2,873−7.4% | Reduced |
| Glenmede Trust Co NA | 37,321 | $932.0K | 0.00% | +22,083+144.9% | Added |
| Vident Investment Advisory, LLC | 37,543 | $939.0K | 0.03% | +37,543 | New |
| Aviance Capital Partners, LLC | 37,582 | $940.0K | 0.17% | +37,582 | New |
| New Mexico Educational Retirement Board | 38,000 | $950.0K | 0.03% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 38,452 | $961.0K | 0.07% | −40.0% | Reduced |
| Cairn Investment Group, Inc. | 38,505 | $962.0K | 0.71% | +8,975+30.4% | Added |
| Metropolitan Life Insurance Co | 39,279 | $982.0K | 0.01% | −2,107−5.1% | Reduced |
| HRT Financial LP | 39,546 | $988.0K | 0.01% | −191,899−82.9% | Reduced |
| Commerce Bank | 40,204 | $1.00M | 0.01% | −292−0.7% | Reduced |
| Prairiewood Capital, LLC | 40,377 | $1.01M | 0.83% | +860+2.2% | Added |
| Ruffer LLP | 40,000 | $1.01M | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 42,255 | $1.06M | 0.01% | +2,755+7.0% | Added |
| Winton Group Ltd | 42,328 | $1.06M | 0.06% | +17,787+72.5% | Added |
| Occudo Quantitative Strategies LP | 43,229 | $1.08M | 0.13% | +28,347+190.5% | Added |
| Macquarie Group Ltd | 44,246 | $1.11M | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 44,537 | $1.11M | 0.01% | −23,008−34.1% | Reduced |
| WBI Investments | 44,557 | $1.11M | 0.19% | +44,557 | New |
| State of Michigan Retirement System | 44,600 | $1.11M | 0.01% | −1,100−2.4% | Reduced |
| Louisiana State Employees Retirement System | 45,400 | $1.14M | 0.03% | −1,700−3.6% | Reduced |
| Argyle Capital Management Inc. | 45,950 | $1.15M | 0.38% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 46,541 | $1.16M | 0.00% | −149,209−76.2% | Reduced |
| Ameritas Investment Partners, Inc. | 47,165 | $1.18M | 0.04% | −1,874−3.8% | Reduced |
| Hodges Capital Management Inc. | 47,723 | $1.19M | 0.09% | +18,723+64.6% | Added |
| Commonwealth Equity Services, LLC | 49,406 | $1.24M | 0.00% | −5,539−10.1% | Reduced |
| Arizona State Retirement System | 49,420 | $1.24M | 0.01% | −438−0.9% | Reduced |
| Shilanski & Associates, Inc. | 50,041 | $1.25M | 0.58% | +50,041 | New |
| Simplex Trading, LLC | 54,056 | $1.28M | 0.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 54,961 | $1.37M | 0.02% | −75,084−57.7% | Reduced |
| Huber Capital Management LLC | 55,617 | $1.39M | 0.36% | −14,000−20.1% | Reduced |
| Alberta Investment Management Corp | 56,800 | $1.42M | 0.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 58,049 | $1.45M | 0.78% | −16,679−22.3% | Reduced |
| D.A. Davidson & Co. | 58,746 | $1.47M | 0.02% | +6,854+13.2% | Added |
| Asset Management One Co.,Ltd. | 58,787 | $1.47M | 0.01% | +9,761+19.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,825 | $1.47M | 0.02% | −1,616−2.7% | Reduced |
| Barnett & Company, Inc. | 58,850 | $1.47M | 1.11% | −600−1.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 59,803 | $1.50M | 0.02% | +59,803 | New |
| Oregon Public Employees Retirement Fund | 61,163 | $1.53M | 0.02% | −1,422−2.3% | Reduced |
| Auxier Asset Management | 61,602 | $1.54M | 0.26% | −150−0.2% | Reduced |
| NN Investment Partners Holdings N.V. | 63,900 | $1.60M | 0.01% | +63,900 | New |
| Treasurer of the State of North Carolina | 64,202 | $1.60M | 0.01% | +999+1.6% | Added |
| Mork Capital Management, LLC | 64,500 | $1.61M | 1.38% | 00.0% | Unchanged |
| LPL Financial LLC | 65,196 | $1.63M | 0.00% | −10,643−14.0% | Reduced |
| Jump Financial, LLC | 67,100 | $1.68M | 0.12% | +67,100 | New |
| O'Shares Investment Advisers, LLC | 67,180 | $1.68M | 0.12% | +67,180 | New |
| Round Hill Asset Management | 72,054 | $1.80M | 0.90% | −350−0.5% | Reduced |
| Green Square Capital Advisors LLC | 73,477 | $1.84M | 0.42% | +73,477 | New |
| Raymond James & Associates | 74,862 | $1.87M | 0.00% | −43,752−36.9% | Reduced |
| Nisa Investment Advisors, LLC | 75,360 | $1.88M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 77,761 | $1.94M | 0.00% | −609,177−88.7% | Reduced |
| Kingsview Wealth Management, LLC | 77,817 | $1.95M | 0.09% | +65,350+524.2% | Added |
| Blueshift Asset Management, LLC | 78,449 | $1.96M | 0.11% | +78,449 | New |
| Gabelli Funds LLC | 78,500 | $1.96M | 0.01% | −70,000−47.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 80,879 | $2.02M | 0.00% | +4,848+6.4% | Added |
| Quantedge Capital Pte Ltd | 82,500 | $2.06M | 1.00% | 00.0% | Unchanged |
| Jennison Associates LLC | 83,157 | $2.08M | 0.00% | +83,157 | New |
| Davy Global Fund Management Ltd | 84,461 | $2.11M | 0.32% | −4,970−5.6% | Reduced |
| Roosevelt Investment Group LLC | 85,000 | $2.13M | 0.13% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 85,154 | $2.13M | 0.00% | +20,193+31.1% | Added |
| MetLife Investment Management | 85,539 | $2.14M | 0.02% | −5,117−5.6% | Reduced |
| Comerica Bank | 87,116 | $2.14M | 0.01% | −18,651−17.6% | Reduced |
| Two Sigma Investments, LP | 85,740 | $2.14M | 0.01% | −1,093,104−92.7% | Reduced |
| Price T Rowe Associates Inc | 85,908 | $2.15M | 0.00% | +390.0% | Added |
| Advisor Group Holdings, Inc. | 86,896 | $2.17M | 0.00% | +62,752+259.9% | Added |
| River & Mercantile Asset Management LLP | 92,160 | $2.31M | 0.18% | 00.0% | Unchanged |
| Range Financial Group LLC | 94,025 | $2.35M | 1.69% | −1,638−1.7% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 94,123 | $2.35M | 0.12% | +7,255+8.4% | Added |
| Great West Life Assurance Co | 93,852 | $2.37M | 0.01% | +13,707+17.1% | Added |
| Human Investing LLC | 98,978 | $2.47M | 0.58% | −4,251−4.1% | Reduced |
| Burney Co | 99,987 | $2.50M | 0.12% | −4,444−4.3% | Reduced |
| Alaska Permanent Fund Corp | 102,000 | $2.55M | 0.05% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 104,000 | $2.60M | 0.57% | +66,800+179.6% | Added |
| Mercer Global Advisors Inc | 105,057 | $2.63M | 0.02% | +3,612+3.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 110,000 | $2.75M | 0.04% | +110,000 | New |
| Deutsche Bank AG | 110,985 | $2.77M | 0.00% | +71,369+180.2% | Added |
| Public Employees Retirement System of Ohio | 112,930 | $2.82M | 0.01% | +9,258+8.9% | Added |
| State of New Jersey Common Pension Fund D | 113,247 | $2.83M | 0.01% | +185+0.2% | Added |
| Man Group plc | 114,725 | $2.87M | 0.01% | −614,070−84.3% | Reduced |
| Virginia Retirement Systems Et Al | 115,200 | $2.88M | 0.03% | −2,500−2.1% | Reduced |
| Dorsey Wright & Associates | 116,898 | $2.92M | 0.64% | +116,898 | New |
| Cubist Systematic Strategies, LLC | 119,127 | $2.98M | 0.04% | −309,387−72.2% | Reduced |
| AlphaCrest Capital Management LLC | 119,882 | $3.00M | 0.15% | +74,361+163.4% | Added |
| Texas Permanent School Fund | 131,713 | $3.29M | 0.04% | −3,494−2.6% | Reduced |
| Amalgamated Bank | 137,462 | $3.44M | 0.03% | −15,936−10.4% | Reduced |
| Janus Henderson Group PLC | 138,045 | $3.45M | 0.00% | −90,265−39.5% | Reduced |
| Pacer Advisors, Inc. | 138,849 | $3.47M | 0.04% | +14,073+11.3% | Added |
| Carolina Wealth Advisors, LLC | 139,017 | $3.48M | 2.30% | −5,347−3.7% | Reduced |
| Acadian Asset Management LLC | 144,372 | $3.61M | 0.01% | −26,345−15.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 144,606 | $3.62M | 0.01% | +42,271+41.3% | Added |
| Ensign Peak Advisors, Inc | 148,812 | $3.72M | 0.01% | −910−0.6% | Reduced |
| AXA S.A. | 149,000 | $3.73M | 0.01% | +60,100+67.6% | Added |