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 |
|---|---|---|---|---|---|
| Rings Capital Management LLC | 153,000 | $3.83M | 1.73% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 153,361 | $3.84M | 0.01% | +30,735+25.1% | Added |
| Envestnet Asset Management Inc | 154,400 | $3.86M | 0.00% | +43,703+39.5% | Added |
| Mutual of America Capital Management LLC | 157,054 | $3.93M | 0.04% | +2,165+1.4% | Added |
| Amundi | 159,284 | $3.98M | 0.00% | −171,404−51.8% | Reduced |
| Voya Investment Management LLC | 167,574 | $4.19M | 0.01% | +6,918+4.3% | Added |
| DekaBank Deutsche Girozentrale | 170,518 | $4.31M | 0.01% | +88,646+108.3% | Added |
| Empowered Funds, LLC | 175,558 | $4.39M | 0.56% | +175,558 | New |
| Susquehanna Fundamental Investments, LLC | 179,690 | $4.49M | 0.08% | −36,383−16.8% | Reduced |
| Guggenheim Capital LLC | 181,424 | $4.54M | 0.03% | +50,221+38.3% | Added |
| Credit Suisse AG | 182,876 | $4.57M | 0.00% | −4,600−2.5% | Reduced |
| Rodgers Brothers Inc. | 183,725 | $4.59M | 0.92% | +800+0.4% | Added |
| Clark Estates Inc | 195,000 | $4.88M | 0.70% | 00.0% | Unchanged |
| Royal Bank of Canada | 203,577 | $5.09M | 0.00% | +64,887+46.8% | Added |
| Manufacturers Life Insurance Company, The | 205,314 | $5.13M | 0.00% | +6,452+3.2% | Added |
| Stifel Financial Corp | 212,948 | $5.33M | 0.01% | +20,108+10.4% | Added |
| Squarepoint Ops LLC | 213,422 | $5.34M | 0.04% | +123,933+138.5% | Added |
| Storebrand Asset Management AS | 221,283 | $5.53M | 0.03% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 221,508 | $5.54M | 0.79% | +69,663+45.9% | Added |
| Victory Capital Management Inc | 227,146 | $5.68M | 0.01% | +11,758+5.5% | Added |
| SEI Investments Co | 232,570 | $5.74M | 0.01% | −25,480−9.9% | Reduced |
| Retirement Systems of Alabama | 230,547 | $5.76M | 0.02% | −5,815−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 236,551 | $5.91M | 0.01% | −7,763−3.2% | Reduced |
| Financial Counselors Inc | 238,072 | $5.95M | 0.13% | −11,410−4.6% | Reduced |
| Citigroup Inc | 238,441 | $5.96M | 0.01% | −60,956−20.4% | Reduced |
| Citadel Advisors LLC | 248,098 | $6.20M | 0.01% | −618,405−71.4% | Reduced |
| New York State Teachers Retirement System | 249,570 | $6.24M | 0.01% | +17,073+7.3% | Added |
| New York State Common Retirement Fund | 258,443 | $6.46M | 0.01% | −188,748−42.2% | Reduced |
| Kestrel Investment Management Corp | 259,050 | $6.48M | 3.08% | −43,300−14.3% | Reduced |
| Foundry Partners, LLC | 269,892 | $6.75M | 0.24% | −12,875−4.6% | Reduced |
| Quinn Opportunity Partners LLC | 272,500 | $6.81M | 0.44% | −8,500−3.0% | Reduced |
| Alliancebernstein L.P. | 280,459 | $7.01M | 0.00% | −12,626−4.3% | Reduced |
| Legal & General Group Plc | 294,118 | $7.35M | 0.00% | −39,205−11.8% | Reduced |
| Gilman Hill Asset Management, LLC | 295,007 | $7.38M | 1.88% | −413−0.1% | Reduced |
| California State Teachers Retirement System | 305,231 | $7.63M | 0.01% | −11,255−3.6% | Reduced |
| BNP Paribas Arbitrage, SA | 306,609 | $7.67M | 0.02% | −65,292−17.6% | Reduced |
| American International Group, Inc. | 307,873 | $7.70M | 0.04% | −15,696−4.9% | Reduced |
| Sound Income Strategies, LLC | 323,257 | $8.08M | 1.04% | +47,527+17.2% | Added |
| Portolan Capital Management, LLC | 358,555 | $8.96M | 0.65% | −52,077−12.7% | Reduced |
| Ameriprise Financial Inc | 358,888 | $8.98M | 0.00% | −203,286−36.2% | Reduced |
| Brandywine Global Investment Management, LLC | 368,725 | $9.22M | 0.07% | +117,819+47.0% | Added |
| NewEdge Wealth, LLC | 375,245 | $9.38M | 0.56% | +122,490+48.5% | Added |
| UBS Asset Management Americas Inc | 378,547 | $9.46M | 0.00% | −123,383−24.6% | Reduced |
| Miller Value Partners, LLC | 390,000 | $9.75M | 0.33% | −30,000−7.1% | 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 |
| Swiss National Bank | 400,900 | $10.0M | 0.01% | −3,400−0.8% | Reduced |
| Royce & Associates LP | 402,038 | $10.1M | 0.08% | +402,038 | New |
| California Public Employees Retirement System | 429,277 | $10.7M | 0.01% | +2,375+0.6% | Added |
| Barclays PLC | 461,589 | $11.5M | 0.01% | −29,012−5.9% | Reduced |
| JPMorgan Chase & Co | 467,947 | $11.7M | 0.00% | −276,252−37.1% | Reduced |
| UBS Group AG | 470,641 | $11.8M | 0.00% | −119,695−20.3% | Reduced |
| Rhumbline Advisers | 471,012 | $11.8M | 0.02% | −12,863−2.7% | Reduced |
| Bank of America Corp | 475,256 | $11.9M | 0.00% | −204,191−30.1% | Reduced |
| South Dakota Investment Council | 478,547 | $12.0M | 0.21% | −24,000−4.8% | Reduced |
| Assetmark, Inc | 503,220 | $12.6M | 0.06% | +503,220 | New |
| Renaissance Technologies LLC | 525,000 | $13.1M | 0.02% | +45,482+9.5% | Added |
| Boston Partners | 526,207 | $13.2M | 0.02% | +413,997+368.9% | Added |
| Advisors Asset Management, Inc. | 596,797 | $14.9M | 0.23% | +15,371+2.6% | Added |
| Fidelity National Financial, Inc. | 636,854 | $15.9M | 1.18% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 753,154 | $18.8M | 0.39% | −155,186−17.1% | Reduced |
| Parametric Portfolio Associates LLC | 782,342 | $19.6M | 0.01% | +4,630+0.6% | Added |
| PGGM Investments | 823,716 | $20.6M | 0.11% | +172,022+26.4% | Added |
| Jacobs Levy Equity Management, Inc | 841,721 | $21.0M | 0.14% | +316,975+60.4% | Added |
| HighTower Advisors, LLC | 847,082 | $21.2M | 0.06% | +292,762+52.8% | Added |
| Fulton Breakefield Broenniman LLC | 886,289 | $22.2M | 1.90% | +701+0.1% | Added |
| Nuveen Asset Management, LLC | 1,003,917 | $25.1M | 0.01% | −349,532−25.8% | Reduced |
| Invesco Ltd. | 1,022,255 | $25.6M | 0.01% | −120,748−10.6% | Reduced |
| Principal Financial Group Inc | 1,023,466 | $25.6M | 0.02% | −10,392−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,043,869 | $26.1M | 0.01% | −25,990−2.4% | Reduced |
| Swedbank AB | 1,056,891 | $26.4M | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 1,066,282 | $26.7M | 0.05% | −271,939−20.3% | Reduced |
| Schroder Investment Management Group | 1,109,544 | $27.7M | 0.04% | −178,690−13.9% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,120,894 | $28.0M | 0.91% | +350,000+45.4% | Added |
| Wells Fargo & Company | 1,151,827 | $28.8M | 0.01% | −163,049−12.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,183,608 | $29.6M | 0.04% | +96,701+8.9% | Added |
| Morgan Stanley | 1,234,271 | $30.9M | 0.00% | −6,326−0.5% | Reduced |
| Franklin Resources Inc | 1,374,486 | $34.4M | 0.01% | −1,016,930−42.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,429,811 | $35.7M | 0.05% | −122,315−7.9% | Reduced |
| American Century Companies Inc | 1,538,994 | $38.5M | 0.03% | +1,415,222+1,143.4% | Added |
| Goldman Sachs Group Inc | 1,712,179 | $42.8M | 0.01% | −371,719−17.8% | Reduced |
| First Trust Advisors LP | 1,758,795 | $44.0M | 0.05% | +671,072+61.7% | Added |
| Norges Bank | 1,831,768 | $45.8M | 0.01% | −41,123−2.2% | Reduced |
| Dimensional Fund Advisors LP | 1,857,690 | $46.4M | 0.01% | +332,353+21.8% | Added |
| Russell Investments Group, Ltd. | 1,889,493 | $47.2M | 0.08% | +122,989+7.0% | Added |
| LSV Asset Management | 2,204,580 | $55.1M | 0.10% | −19,153−0.9% | Reduced |
| Geode Capital Management, LLC | 2,331,191 | $58.3M | 0.01% | +34,400+1.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,335,080 | $58.4M | 0.19% | −28,960−1.2% | Reduced |
| Wellington Management Group LLP | 2,503,630 | $62.6M | 0.01% | +1,458,897+139.6% | Added |
| Artisan Partners Limited Partnership | 2,823,259 | $70.6M | 0.09% | −26,269−0.9% | Reduced |
| Bank of New York Mellon Corp | 2,982,396 | $74.6M | 0.01% | −578,705−16.3% | Reduced |
| Northern Trust Corp | 3,056,154 | $76.4M | 0.01% | +754,014+32.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,685,159 | $92.1M | 0.59% | +7,915+0.2% | Added |
| Lazard Asset Management LLC | 5,642,004 | $141.0M | 0.16% | −2,1220.0% | Reduced |
| State Street Corp | 6,914,302 | $174.7M | 0.01% | −25,292−0.4% | Reduced |
| Jupiter Asset Management Ltd | 12,132,673 | $303.3M | 3.44% | −328,695−2.6% | Reduced |
| BlackRock Inc. | 19,727,090 | $493.2M | 0.01% | −416,575−2.1% | Reduced |
| Vanguard Group Inc | 25,041,019 | $626.0M | 0.02% | −1,064,129−4.1% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −311,126−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −295,000−100.0% | Sold out |