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, Q4 2021
Institutional positions in H&R Block Inc as of Dec 31, 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
- 391
- −3 vs. Q3 2021
- Shares held
- 144.0M
- −5.37M (−3.6%) vs. Q3 2021
- Total value
- $3.39B
- −$340.6M (−9.1%) vs. Q3 2021
- New holders
- 44
- 127 more added
- Sold out
- 47
- 143 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,452,418 | $576.1M | 0.01% | −588,601−2.4% | Reduced |
| BlackRock Inc. | 22,659,527 | $533.9M | 0.01% | +2,932,437+14.9% | Added |
| Jupiter Asset Management Ltd | 11,088,022 | $261.9M | 2.87% | −1,044,651−8.6% | Reduced |
| State Street Corp | 6,928,827 | $165.0M | 0.01% | +14,525+0.2% | Added |
| Lazard Asset Management LLC | 5,904,021 | $139.1M | 0.15% | +262,017+4.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,641,124 | $85.8M | 0.50% | −44,035−1.2% | Reduced |
| Northern Trust Corp | 3,006,103 | $70.8M | 0.01% | −50,051−1.6% | Reduced |
| Artisan Partners Limited Partnership | 2,730,656 | $64.3M | 0.08% | −92,603−3.3% | Reduced |
| Wellington Management Group LLP | 2,637,773 | $62.1M | 0.01% | +134,143+5.4% | Added |
| Bank of New York Mellon Corp | 2,599,040 | $61.2M | 0.01% | −383,356−12.9% | Reduced |
| LSV Asset Management | 2,395,300 | $56.4M | 0.10% | +190,720+8.7% | Added |
| Geode Capital Management, LLC | 2,285,359 | $53.9M | 0.01% | −45,832−2.0% | Reduced |
| Norges Bank | 1,919,641 | $45.2M | 0.01% | +87,873+4.8% | Added |
| Dimensional Fund Advisors LP | 1,861,772 | $43.9M | 0.01% | +4,082+0.2% | Added |
| Royce & Associates LP | 1,808,220 | $42.6M | 0.32% | +1,406,182+349.8% | Added |
| First Trust Advisors LP | 1,645,093 | $38.8M | 0.04% | −113,702−6.5% | Reduced |
| Goldman Sachs Group Inc | 1,566,232 | $36.9M | 0.01% | −145,947−8.5% | Reduced |
| Franklin Resources Inc | 1,305,515 | $30.8M | 0.01% | −68,971−5.0% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,120,894 | $26.4M | 0.85% | 00.0% | Unchanged |
| Morgan Stanley | 1,105,885 | $26.1M | 0.00% | −128,386−10.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,075,895 | $25.3M | 0.03% | −353,916−24.8% | Reduced |
| Swedbank AB | 1,056,891 | $25.0M | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,036,414 | $24.4M | 0.01% | −7,455−0.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,026,061 | $24.2M | 0.03% | −157,547−13.3% | Reduced |
| Invesco Ltd. | 941,357 | $22.2M | 0.01% | −80,898−7.9% | Reduced |
| Nuveen Asset Management, LLC | 928,681 | $21.9M | 0.01% | −75,236−7.5% | Reduced |
| HighTower Advisors, LLC | 926,722 | $21.8M | 0.05% | +79,640+9.4% | Added |
| Fulton Breakefield Broenniman LLC | 893,359 | $21.0M | 1.56% | +7,070+0.8% | Added |
| Principal Financial Group Inc | 879,993 | $20.7M | 0.01% | −143,473−14.0% | Reduced |
| Parametric Portfolio Associates LLC | 836,274 | $19.7M | 0.01% | +53,932+6.9% | Added |
| Russell Investments Group, Ltd. | 831,260 | $19.6M | 0.03% | −1,058,233−56.0% | Reduced |
| PGGM Investments | 826,520 | $19.5M | 0.10% | +2,804+0.3% | Added |
| Lodge Hill Capital, LLC | 700,000 | $16.5M | 4.46% | +700,000 | New |
| Boston Partners | 662,282 | $15.6M | 0.02% | +136,075+25.9% | Added |
| Schroder Investment Management Group | 651,044 | $15.3M | 0.02% | −458,500−41.3% | Reduced |
| Fidelity National Financial, Inc. | 636,854 | $15.0M | 1.25% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 635,996 | $15.0M | 0.30% | −117,158−15.6% | Reduced |
| American Century Companies Inc | 635,265 | $15.0M | 0.01% | −903,729−58.7% | Reduced |
| Advisors Asset Management, Inc. | 592,130 | $14.0M | 0.20% | −4,667−0.8% | Reduced |
| JPMorgan Chase & Co | 580,981 | $13.7M | 0.00% | +113,034+24.2% | Added |
| Bank of America Corp | 553,008 | $13.0M | 0.00% | +77,752+16.4% | Added |
| Invenomic Capital Management LP | 503,869 | $11.9M | 2.79% | +111,936+28.6% | Added |
| Ameriprise Financial Inc | 494,359 | $11.7M | 0.00% | +135,471+37.7% | Added |
| NewEdge Wealth, LLC | 485,583 | $11.4M | 0.48% | +110,338+29.4% | Added |
| South Dakota Investment Council | 478,547 | $11.3M | 0.19% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 478,238 | $11.3M | 0.09% | +423,277+770.1% | Added |
| Rhumbline Advisers | 472,808 | $11.1M | 0.01% | +1,796+0.4% | Added |
| Wells Fargo & Company | 471,826 | $11.1M | 0.00% | −680,001−59.0% | Reduced |
| AQR Capital Management LLC | 433,558 | $10.2M | 0.02% | −632,724−59.3% | Reduced |
| Victory Capital Management Inc | 431,823 | $10.2M | 0.01% | +204,677+90.1% | Added |
| UBS Group AG | 430,092 | $10.1M | 0.00% | −40,549−8.6% | Reduced |
| UBS Asset Management Americas Inc | 413,946 | $9.75M | 0.00% | +35,399+9.4% | Added |
| Miller Value Partners, LLC | 410,000 | $9.66M | 0.34% | +20,000+5.1% | Added |
| Swiss National Bank | 391,700 | $9.23M | 0.01% | −9,200−2.3% | Reduced |
| California Public Employees Retirement System | 390,187 | $9.19M | 0.01% | −39,090−9.1% | Reduced |
| SEI Investments Co | 389,491 | $9.07M | 0.02% | +156,921+67.5% | Added |
| O'Shaughnessy Asset Management, LLC | 380,582 | $8.97M | 0.16% | −10,917−2.8% | Reduced |
| Brandywine Global Investment Management, LLC | 368,725 | $8.69M | 0.06% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 367,860 | $8.67M | 0.03% | −1,967,220−84.2% | Reduced |
| Sound Income Strategies, LLC | 346,419 | $8.16M | 0.96% | +23,162+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 342,507 | $8.07M | 0.01% | +342,507 | New |
| Gilman Hill Asset Management, LLC | 330,795 | $7.79M | 1.74% | +35,788+12.1% | Added |
| Storebrand Asset Management AS | 316,617 | $7.46M | 0.03% | +95,334+43.1% | Added |
| American International Group, Inc. | 298,180 | $7.03M | 0.04% | −9,693−3.1% | Reduced |
| Legal & General Group Plc | 293,262 | $6.91M | 0.00% | −856−0.3% | Reduced |
| Squarepoint Ops LLC | 284,586 | $6.71M | 0.03% | +71,164+33.3% | Added |
| Robeco Institutional Asset Management B.V. | 272,007 | $6.41M | 0.01% | +118,646+77.4% | Added |
| Alliancebernstein L.P. | 271,892 | $6.41M | 0.00% | −8,567−3.1% | Reduced |
| New York State Common Retirement Fund | 256,064 | $6.03M | 0.01% | −2,379−0.9% | Reduced |
| Kestrel Investment Management Corp | 255,650 | $6.02M | 2.72% | −3,400−1.3% | Reduced |
| California State Teachers Retirement System | 248,264 | $5.85M | 0.01% | −56,967−18.7% | Reduced |
| Citadel Advisors LLC | 240,545 | $5.67M | 0.01% | −7,553−3.0% | Reduced |
| Financial Counselors Inc | 237,205 | $5.59M | 0.11% | −867−0.4% | Reduced |
| Renaissance Technologies LLC | 236,900 | $5.58M | 0.01% | −288,100−54.9% | Reduced |
| New York State Teachers Retirement System | 235,600 | $5.55M | 0.01% | −13,970−5.6% | Reduced |
| State Board of Administration of Florida Retirement System | 232,997 | $5.49M | 0.01% | −3,554−1.5% | Reduced |
| Retirement Systems of Alabama | 229,982 | $5.42M | 0.02% | −565−0.2% | Reduced |
| Royal Bank of Canada | 224,727 | $5.29M | 0.00% | +21,150+10.4% | Added |
| Ibex Wealth Advisors | 199,389 | $4.70M | 0.83% | +199,389 | New |
| Manufacturers Life Insurance Company, The | 198,429 | $4.67M | 0.00% | −6,885−3.4% | Reduced |
| Clark Estates Inc | 195,000 | $4.59M | 0.67% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 190,700 | $4.49M | 0.27% | −81,800−30.0% | Reduced |
| BNP Paribas Arbitrage, SA | 179,769 | $4.24M | 0.01% | −126,840−41.4% | Reduced |
| Pacer Advisors, Inc. | 174,798 | $4.12M | 0.04% | +35,949+25.9% | Added |
| Rodgers Brothers Inc. | 163,550 | $3.85M | 0.69% | −20,175−11.0% | Reduced |
| Mutual of America Capital Management LLC | 157,113 | $3.70M | 0.04% | +590.0% | Added |
| Teacher Retirement System of Texas | 156,338 | $3.68M | 0.02% | +127,430+440.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 154,541 | $3.64M | 0.01% | +9,935+6.9% | Added |
| Credit Suisse AG | 152,275 | $3.59M | 0.00% | −30,601−16.7% | Reduced |
| DekaBank Deutsche Girozentrale | 151,899 | $3.58M | 0.01% | −18,619−10.9% | Reduced |
| AXA S.A. | 149,000 | $3.51M | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 147,948 | $3.49M | 1.97% | +8,931+6.4% | Added |
| Barclays PLC | 133,819 | $3.15M | 0.00% | −327,770−71.0% | Reduced |
| Stifel Financial Corp | 132,071 | $3.11M | 0.00% | −80,877−38.0% | Reduced |
| Amalgamated Bank | 130,612 | $3.08M | 0.02% | −6,850−5.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 130,000 | $3.06M | 0.67% | +26,000+25.0% | Added |
| Texas Permanent School Fund | 127,177 | $3.00M | 0.04% | −4,536−3.4% | Reduced |
| Voya Investment Management LLC | 126,412 | $2.98M | 0.01% | −41,162−24.6% | Reduced |
| Tudor Investment Corp Et Al | 123,958 | $2.92M | 0.06% | +114,875+1,264.7% | Added |
| Envestnet Asset Management Inc | 121,598 | $2.87M | 0.00% | −32,802−21.2% | Reduced |