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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 144,606 | $3.62M | 0.01% | +42,271+41.3% | Added |
| Acadian Asset Management LLC | 144,372 | $3.61M | 0.01% | −26,345−15.4% | Reduced |
| Carolina Wealth Advisors, LLC | 139,017 | $3.48M | 2.30% | −5,347−3.7% | Reduced |
| Pacer Advisors, Inc. | 138,849 | $3.47M | 0.04% | +14,073+11.3% | Added |
| Janus Henderson Group PLC | 138,045 | $3.45M | 0.00% | −90,265−39.5% | Reduced |
| Amalgamated Bank | 137,462 | $3.44M | 0.03% | −15,936−10.4% | Reduced |
| Texas Permanent School Fund | 131,713 | $3.29M | 0.04% | −3,494−2.6% | Reduced |
| AlphaCrest Capital Management LLC | 119,882 | $3.00M | 0.15% | +74,361+163.4% | Added |
| Cubist Systematic Strategies, LLC | 119,127 | $2.98M | 0.04% | −309,387−72.2% | Reduced |
| Dorsey Wright & Associates | 116,898 | $2.92M | 0.64% | +116,898 | New |
| Virginia Retirement Systems Et Al | 115,200 | $2.88M | 0.03% | −2,500−2.1% | Reduced |
| Man Group plc | 114,725 | $2.87M | 0.01% | −614,070−84.3% | Reduced |
| State of New Jersey Common Pension Fund D | 113,247 | $2.83M | 0.01% | +185+0.2% | Added |
| Public Employees Retirement System of Ohio | 112,930 | $2.82M | 0.01% | +9,258+8.9% | Added |
| Deutsche Bank AG | 110,985 | $2.77M | 0.00% | +71,369+180.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 110,000 | $2.75M | 0.04% | +110,000 | New |
| Mercer Global Advisors Inc | 105,057 | $2.63M | 0.02% | +3,612+3.6% | Added |
| Hussman Strategic Advisors, Inc. | 104,000 | $2.60M | 0.57% | +66,800+179.6% | Added |
| Alaska Permanent Fund Corp | 102,000 | $2.55M | 0.05% | 00.0% | Unchanged |
| Burney Co | 99,987 | $2.50M | 0.12% | −4,444−4.3% | Reduced |
| Human Investing LLC | 98,978 | $2.47M | 0.58% | −4,251−4.1% | Reduced |
| Great West Life Assurance Co | 93,852 | $2.37M | 0.01% | +13,707+17.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 94,123 | $2.35M | 0.12% | +7,255+8.4% | Added |
| Range Financial Group LLC | 94,025 | $2.35M | 1.69% | −1,638−1.7% | Reduced |
| River & Mercantile Asset Management LLP | 92,160 | $2.31M | 0.18% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 86,896 | $2.17M | 0.00% | +62,752+259.9% | Added |
| Price T Rowe Associates Inc | 85,908 | $2.15M | 0.00% | +390.0% | Added |
| Two Sigma Investments, LP | 85,740 | $2.14M | 0.01% | −1,093,104−92.7% | Reduced |
| Comerica Bank | 87,116 | $2.14M | 0.01% | −18,651−17.6% | Reduced |
| MetLife Investment Management | 85,539 | $2.14M | 0.02% | −5,117−5.6% | Reduced |
| Susquehanna International Group, LLP | 85,154 | $2.13M | 0.00% | +20,193+31.1% | Added |
| Roosevelt Investment Group LLC | 85,000 | $2.13M | 0.13% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 84,461 | $2.11M | 0.32% | −4,970−5.6% | Reduced |
| Jennison Associates LLC | 83,157 | $2.08M | 0.00% | +83,157 | New |
| Quantedge Capital Pte Ltd | 82,500 | $2.06M | 1.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 80,879 | $2.02M | 0.00% | +4,848+6.4% | Added |
| Gabelli Funds LLC | 78,500 | $1.96M | 0.01% | −70,000−47.1% | Reduced |
| Blueshift Asset Management, LLC | 78,449 | $1.96M | 0.11% | +78,449 | New |
| Kingsview Wealth Management, LLC | 77,817 | $1.95M | 0.09% | +65,350+524.2% | Added |
| Millennium Management LLC | 77,761 | $1.94M | 0.00% | −609,177−88.7% | Reduced |
| Nisa Investment Advisors, LLC | 75,360 | $1.88M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 74,862 | $1.87M | 0.00% | −43,752−36.9% | Reduced |
| Green Square Capital Advisors LLC | 73,477 | $1.84M | 0.42% | +73,477 | New |
| Round Hill Asset Management | 72,054 | $1.80M | 0.90% | −350−0.5% | Reduced |
| O'Shares Investment Advisers, LLC | 67,180 | $1.68M | 0.12% | +67,180 | New |
| Jump Financial, LLC | 67,100 | $1.68M | 0.12% | +67,100 | New |
| LPL Financial LLC | 65,196 | $1.63M | 0.00% | −10,643−14.0% | Reduced |
| Mork Capital Management, LLC | 64,500 | $1.61M | 1.38% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 64,202 | $1.60M | 0.01% | +999+1.6% | Added |
| NN Investment Partners Holdings N.V. | 63,900 | $1.60M | 0.01% | +63,900 | New |
| Auxier Asset Management | 61,602 | $1.54M | 0.26% | −150−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 61,163 | $1.53M | 0.02% | −1,422−2.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 59,803 | $1.50M | 0.02% | +59,803 | New |
| 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 |
| 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 |
| Convergence Investment Partners, LLC | 58,049 | $1.45M | 0.78% | −16,679−22.3% | Reduced |
| Alberta Investment Management Corp | 56,800 | $1.42M | 0.01% | 00.0% | Unchanged |
| Huber Capital Management LLC | 55,617 | $1.39M | 0.36% | −14,000−20.1% | Reduced |
| Qube Research & Technologies Ltd | 54,961 | $1.37M | 0.02% | −75,084−57.7% | Reduced |
| Simplex Trading, LLC | 54,056 | $1.28M | 0.05% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 50,041 | $1.25M | 0.58% | +50,041 | New |
| Arizona State Retirement System | 49,420 | $1.24M | 0.01% | −438−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 49,406 | $1.24M | 0.00% | −5,539−10.1% | Reduced |
| Hodges Capital Management Inc. | 47,723 | $1.19M | 0.09% | +18,723+64.6% | Added |
| Ameritas Investment Partners, Inc. | 47,165 | $1.18M | 0.04% | −1,874−3.8% | Reduced |
| Thrivent Financial for Lutherans | 46,541 | $1.16M | 0.00% | −149,209−76.2% | Reduced |
| Argyle Capital Management Inc. | 45,950 | $1.15M | 0.38% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 45,400 | $1.14M | 0.03% | −1,700−3.6% | Reduced |
| State of Michigan Retirement System | 44,600 | $1.11M | 0.01% | −1,100−2.4% | Reduced |
| 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 |
| Macquarie Group Ltd | 44,246 | $1.11M | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 43,229 | $1.08M | 0.13% | +28,347+190.5% | Added |
| Winton Group Ltd | 42,328 | $1.06M | 0.06% | +17,787+72.5% | Added |
| Parallax Volatility Advisers, L.P. | 42,255 | $1.06M | 0.01% | +2,755+7.0% | Added |
| Ruffer LLP | 40,000 | $1.01M | 0.03% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 40,377 | $1.01M | 0.83% | +860+2.2% | Added |
| Commerce Bank | 40,204 | $1.00M | 0.01% | −292−0.7% | Reduced |
| HRT Financial LP | 39,546 | $988.0K | 0.01% | −191,899−82.9% | Reduced |
| Metropolitan Life Insurance Co | 39,279 | $982.0K | 0.01% | −2,107−5.1% | Reduced |
| Cairn Investment Group, Inc. | 38,505 | $962.0K | 0.71% | +8,975+30.4% | Added |
| Trilogy Capital Inc. | 38,452 | $961.0K | 0.07% | −40.0% | Reduced |
| New Mexico Educational Retirement Board | 38,000 | $950.0K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 37,582 | $940.0K | 0.17% | +37,582 | New |
| Vident Investment Advisory, LLC | 37,543 | $939.0K | 0.03% | +37,543 | New |
| Glenmede Trust Co NA | 37,321 | $932.0K | 0.00% | +22,083+144.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 35,795 | $895.0K | 0.00% | −2,873−7.4% | Reduced |
| M&T Bank Corp | 35,569 | $890.0K | 0.00% | +60+0.2% | Added |
| Ceera Investments, LLC | 34,925 | $873.0K | 0.48% | +11,425+48.6% | Added |
| Xponance, Inc. | 34,773 | $869.0K | 0.02% | −1,450−4.0% | Reduced |
| Jane Street Group, LLC | 34,550 | $864.0K | 0.00% | −53,902−60.9% | Reduced |
| Handelsbanken Fonder AB | 33,600 | $840.0K | 0.00% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 33,083 | $827.0K | 0.08% | +33,083 | New |
| V Wealth Advisors LLC | 32,500 | $813.0K | 0.13% | −500−1.5% | Reduced |
| Gamco Investors, Inc. Et Al | 32,300 | $808.0K | 0.01% | −256−0.8% | Reduced |
| Federated Hermes, Inc. | 32,136 | $804.0K | 0.00% | −4,060−11.2% | Reduced |
| Toroso Investments, LLC | 30,145 | $754.0K | 0.03% | +4,976+19.8% | Added |
| Ashfield Capital Partners, LLC | 30,000 | $750.0K | 0.05% | 00.0% | Unchanged |