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.
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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 29,907 | $748.0K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 29,600 | $740.0K | 0.01% | +29,600 | New |
| Northwestern Mutual Investment Management Company, LLC | 29,413 | $735.0K | 0.01% | −803−2.7% | Reduced |
| Teacher Retirement System of Texas | 28,908 | $723.0K | 0.00% | +5,122+21.5% | Added |
| Occidental Asset Management, LLC | 28,835 | $721.0K | 0.19% | +1,626+6.0% | Added |
| Teachers Retirement System of the State of Kentucky | 28,200 | $705.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 28,122 | $703.0K | 0.01% | +28,122 | New |
| APG Asset Management N.V. | 32,500 | $701.0K | 0.00% | −5,400−14.2% | Reduced |
| HSBC Holdings PLC | 27,799 | $700.0K | 0.00% | −8,002−22.4% | Reduced |
| Eaton Vance Management | 32,748 | $697.0K | 0.00% | −16,411−33.4% | Reduced |
| State of Alaska, Department of Revenue | 27,318 | $682.0K | 0.01% | −858−3.0% | Reduced |
| Bank of Montreal | 26,714 | $682.0K | 0.00% | +1,258+4.9% | Added |
| Wealthfront Advisers LLC | 27,174 | $679.0K | 0.00% | −58−0.2% | Reduced |
| Crawford Investment Counsel Inc | 27,140 | $679.0K | 0.01% | +900+3.4% | Added |
| US Bancorp | 26,174 | $654.0K | 0.00% | +3,108+13.5% | Added |
| Creative Planning | 25,698 | $642.0K | 0.00% | +2,407+10.3% | Added |
| TSP Capital Management Group, LLC | – | $625.0K | 0.21% | – | – |
| AGF Investments LLC | 24,568 | $614.0K | 0.06% | +24,568 | New |
| ClariVest Asset Management LLC | 24,524 | $613.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 23,071 | $577.0K | 0.01% | +23,071 | New |
| Bank of Nova Scotia | 22,833 | $571.0K | 0.00% | −269,167−92.2% | Reduced |
| Archer Investment Corp | 22,800 | $570.0K | 0.21% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 22,628 | $566.0K | 1.51% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 22,433 | $561.0K | 0.00% | +627+2.9% | Added |
| AMP Capital Investors Ltd | 22,421 | $561.0K | 0.00% | +9,000+67.1% | Added |
| Standard Life Aberdeen plc | 21,920 | $553.0K | 0.00% | −3,349−13.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 21,875 | $547.0K | 0.03% | +13,033+147.4% | Added |
| Cetera Investment Advisers | 21,042 | $526.0K | 0.01% | +4,545+27.6% | Added |
| Park Circle Co | 20,800 | $520.0K | 0.43% | +20,800 | New |
| Mariner, LLC | 19,718 | $493.0K | 0.00% | +3,657+22.8% | Added |
| Allianz Asset Management GmbH | 19,541 | $489.0K | 0.00% | +19,541 | New |
| Bokf, NA | 19,434 | $486.0K | 0.01% | +19,434 | New |
| Crossmark Global Holdings, Inc. | 18,814 | $470.0K | 0.01% | +20+0.1% | Added |
| Truist Financial Corp | 18,722 | $468.0K | 0.00% | −60,185−76.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,259 | $456.0K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 18,000 | $450.0K | 0.06% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 17,932 | $448.0K | 0.53% | +17,932 | New |
| Tectonic Advisors LLC | 17,822 | $446.0K | 0.09% | +17,822 | New |
| Sciencast Management LP | 18,026 | $444.0K | 0.13% | +18,026 | New |
| Ritholtz Wealth Management | 17,015 | $425.0K | 0.03% | +17,015 | New |
| AE Wealth Management LLC | 16,942 | $424.0K | 0.00% | +2,399+16.5% | Added |
| Engineers Gate Manager LP | 16,697 | $417.0K | 0.02% | −12,613−43.0% | Reduced |
| Rockland Trust Co | 16,666 | $417.0K | 0.03% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,617 | $415.0K | 0.00% | −7,056−29.8% | Reduced |
| Caxton Associates LP | 16,381 | $410.0K | 0.06% | −4,210−20.4% | Reduced |
| Teza Capital Management LLC | 16,389 | $410.0K | 0.20% | +16,389 | New |
| Prudential Financial Inc | 15,980 | $400.0K | 0.00% | −1,045−6.1% | Reduced |
| Meeder Asset Management Inc | 16,021 | $400.0K | 0.02% | +4,764+42.3% | Added |
| Securian Asset Management, Inc | 15,968 | $399.0K | 0.01% | −706−4.2% | Reduced |
| Fort, L.P. | 15,957 | $399.0K | 0.13% | +15,957 | New |
| Kestra Advisory Services, LLC | 15,766 | $394.0K | 0.00% | +570+3.8% | Added |
| Invst, LLC | 15,324 | $383.0K | 0.06% | +558+3.8% | Added |
| Pearl River Capital, LLC | 15,111 | $378.0K | 0.10% | −36,090−70.5% | Reduced |
| P.A.W. Capital Corp | 15,000 | $375.0K | 0.33% | −15,000−50.0% | Reduced |
| RBF Capital, LLC | 15,000 | $375.0K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,650 | $372.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,661 | $368.0K | 0.00% | −84−0.6% | Reduced |
| Alpha Omega Wealth Management LLC | 14,673 | $367.0K | 0.06% | +444+3.1% | Added |
| Legacy Bridge, LLC | 14,625 | $366.0K | 0.21% | 00.0% | Unchanged |
| Chicago Trust Co NA | 14,500 | $363.0K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,616 | $344.0K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 13,664 | $342.0K | 0.02% | +2,558+23.0% | Added |
| Valeo Financial Advisors, LLC | 13,655 | $341.0K | 0.02% | +13,655 | New |
| Principle Wealth Partners LLC | 13,540 | $339.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,423 | $336.0K | 0.00% | −3,173−19.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,200 | $333.6K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,181 | $330.0K | 0.00% | −1,384−9.5% | Reduced |
| Bartlett & Co. LLC | 13,200 | $330.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12,975 | $324.0K | 0.02% | +825+6.8% | Added |
| Pictet Asset Management SA | 12,900 | $323.0K | 0.00% | +12,900 | New |
| Brown Advisory Inc | 11,913 | $298.0K | 0.00% | −827−6.5% | Reduced |
| Claret Asset Management Corp | 11,792 | $295.0K | 0.05% | −1,250−9.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $290.0K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 11,454 | $286.0K | 0.08% | +11,454 | New |
| Allworth Financial LP | 10,745 | $269.0K | 0.00% | +121+1.1% | Added |
| Cookson Peirce & Co Inc | 10,771 | $269.0K | 0.02% | +10,771 | New |
| Capital Investment Advisory Services, LLC | 10,689 | $267.0K | 0.03% | −3,098−22.5% | Reduced |
| DuPont Capital Management Corp | 10,510 | $263.0K | 0.01% | −985−8.6% | Reduced |
| Essex Financial Services, Inc. | 10,360 | $259.0K | 0.03% | +450+4.5% | Added |
| Gyon Technologies Capital Management, LP | 10,253 | $256.0K | 0.07% | +10,253 | New |
| Profund Advisors LLC | 10,197 | $255.0K | 0.01% | −2,878−22.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,086 | $252.0K | 0.09% | −306−2.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 9,500 | $238.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,517 | $238.0K | 0.00% | +230+2.5% | Added |
| Ci Investments Inc. | 9,467 | $237.0K | 0.00% | +457+5.1% | Added |
| World Asset Management Inc | 9,454 | $236.0K | 0.02% | −777−7.6% | Reduced |
| Utah Retirement Systems | 9,300 | $233.0K | 0.00% | −300−3.1% | Reduced |
| Baird Financial Group, Inc. | 9,315 | $233.0K | 0.00% | +73+0.8% | Added |
| Shelton Capital Management | 9,215 | $230.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 9,083 | $227.0K | 0.00% | +9,083 | New |
| Kaizen Financial Strategies | 9,074 | $227.0K | 0.18% | +9,074 | New |
| Boston Family Office LLC | 9,000 | $225.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,994 | $225.0K | 0.00% | +6,822+314.1% | Added |
| XTX Topco Ltd | 8,980 | $225.0K | 0.08% | +8,980 | New |
| Wedge Capital Management L L P | 8,891 | $222.0K | 0.00% | +8,891 | New |
| Level Four Advisory Services, LLC | 8,884 | $222.0K | 0.02% | +8,884 | New |
| Panagora Asset Management Inc | 8,823 | $221.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,848 | $221.0K | 0.01% | +8,848 | New |
| Tower Research Capital LLC (TRC) | 8,695 | $217.0K | 0.01% | −7,718−47.0% | Reduced |
| 6 Meridian | 8,682 | $217.0K | 0.02% | +8,682 | New |