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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −190,675−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −170,300−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −134,000−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −127,800−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −72,786−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −60,514−100.0% | Sold out |
| Sovarnum Capital L.P. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −57,446−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −47,575−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −36,926−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −33,995−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,792−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −25,300−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −22,414−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −21,747−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −20,750−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −20,331−100.0% | Sold out |
| Capital Investment Counsel, Inc | 0 | $0 | 0.00% | −19,890−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −17,220−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −15,943−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −14,444−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −13,540−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −12,341−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −12,054−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,454−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −11,179−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −10,933−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,879−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −10,640−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −10,479−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,821−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −8,094−100.0% | Sold out |
| First Mercantile Trust Co | 0 | $0 | 0.00% | −5,130−100.0% | Sold out |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Cipher Capital LP | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Smith Asset Management Group LP | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |