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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 9,163 | $216.0K | 0.00% | +169+1.9% | Added |
| Utah Retirement Systems | 9,200 | $217.0K | 0.00% | −100−1.1% | Reduced |
| Shelton Capital Management | 9,215 | $217.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 9,315 | $219.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,335 | $220.0K | 0.00% | −182−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 9,627 | $227.0K | 0.00% | +932+10.7% | Added |
| Profund Advisors LLC | 10,006 | $236.0K | 0.01% | −191−1.9% | Reduced |
| One Wealth Advisors, LLC | 10,249 | $241.0K | 0.06% | −1,205−10.5% | Reduced |
| 1620 Investment Advisors, Inc. | 10,338 | $244.0K | 0.27% | +10,338 | New |
| Kestra Advisory Services, LLC | 10,421 | $246.0K | 0.00% | −5,345−33.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,446 | $246.0K | 0.11% | +360+3.6% | Added |
| Allworth Financial LP | 10,860 | $256.0K | 0.00% | +115+1.1% | Added |
| Brown Advisory Inc | 10,913 | $257.0K | 0.00% | −1,000−8.4% | Reduced |
| Pictet Asset Management SA | 10,937 | $258.0K | 0.00% | −1,963−15.2% | Reduced |
| Truist Financial Corp | 11,343 | $267.0K | 0.00% | −7,379−39.4% | Reduced |
| Essex Financial Services, Inc. | 11,435 | $269.0K | 0.03% | +1,075+10.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $273.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,810 | $278.0K | 0.01% | +2,962+33.5% | Added |
| Bayesian Capital Management, LP | 11,988 | $282.0K | 0.09% | +11,988 | New |
| Neo Ivy Capital Management | 12,307 | $290.0K | 0.42% | +3,794+44.6% | Added |
| Vestmark Advisory Solutions, Inc. | 12,702 | $299.0K | 0.02% | −962−7.0% | Reduced |
| AdvisorNet Financial, Inc | 12,761 | $301.0K | 0.02% | −214−1.6% | Reduced |
| Bartlett & Co. LLC | 13,200 | $314.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,200 | $314.6K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,507 | $318.0K | 0.02% | −109−0.8% | Reduced |
| Principle Wealth Partners LLC | 13,540 | $319.0K | 0.03% | 00.0% | Unchanged |
| Agf Investments Inc. | 13,838 | $326.0K | 0.00% | +6,438+87.0% | Added |
| Sciencast Management LP | 13,460 | $333.0K | 0.06% | −4,566−25.3% | Reduced |
| Alpha Omega Wealth Management LLC | 14,748 | $333.0K | 0.05% | +75+0.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,280 | $336.0K | 0.00% | +1,702+13.5% | Added |
| Chicago Trust Co NA | 14,500 | $342.0K | 0.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,650 | $345.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 14,785 | $348.0K | 0.18% | +160+1.1% | Added |
| RBF Capital, LLC | 15,000 | $353.0K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,441 | $355.0K | 0.00% | −1,539−9.6% | Reduced |
| MSH Capital Advisors LLC | 15,350 | $361.6K | 0.16% | +15,350 | New |
| Fox Run Management, L.L.C. | 15,354 | $362.0K | 0.21% | +15,354 | New |
| Ci Investments Inc. | 15,478 | $365.0K | 0.00% | +6,011+63.5% | Added |
| Securian Asset Management, Inc | 15,730 | $371.0K | 0.01% | −238−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 15,892 | $374.0K | 0.00% | +1,231+8.4% | Added |
| Rockland Trust Co | 16,666 | $393.0K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,762 | $394.0K | 0.00% | +3,581+27.2% | Added |
| Aigen Investment Management, LP | 16,816 | $400.0K | 0.02% | +16,816 | New |
| Scotia Capital Inc. | 17,067 | $402.0K | 0.00% | +450+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 17,481 | $412.0K | 0.14% | +17,481 | New |
| Tradewinds, LLC. | 8,581 | $415.1K | 0.49% | +8,581 | New |
| NJ State Employees Deferred Compensation Plan | 18,000 | $424.0K | 0.05% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 18,000 | $425.0K | 0.00% | +8,500+89.5% | Added |
| PEAK6 Investments LLC | 18,079 | $426.0K | 0.01% | +18,079 | New |
| Pearl River Capital, LLC | 18,559 | $437.0K | 0.12% | +3,448+22.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,757 | $442.0K | 0.00% | +5,334+39.7% | Added |
| Cetera Investment Advisers | 19,179 | $452.0K | 0.01% | −1,863−8.9% | Reduced |
| Bokf, NA | 20,773 | $489.0K | 0.01% | +1,339+6.9% | Added |
| Park Circle Co | 20,800 | $490.0K | 0.40% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 21,021 | $495.0K | 0.00% | −899−4.1% | Reduced |
| Ritholtz Wealth Management | 21,169 | $499.0K | 0.03% | +4,154+24.4% | Added |
| State of Wisconsin Investment Board | 21,679 | $511.0K | 0.00% | −754−3.4% | Reduced |
| V Wealth Advisors LLC | 21,800 | $514.0K | 0.08% | −10,700−32.9% | Reduced |
| OmniStar Financial Group, Inc. | 21,941 | $516.0K | 0.53% | +4,009+22.4% | Added |
| Mariner, LLC | 22,123 | $521.0K | 0.00% | +2,405+12.2% | Added |
| Lingohr & Partner Asset Management GmbH | 22,313 | $527.0K | 1.32% | −315−1.4% | Reduced |
| Archer Investment Corp | 22,800 | $537.2K | 0.18% | 00.0% | Unchanged |
| Fort, L.P. | 23,020 | $542.0K | 0.18% | +7,063+44.3% | Added |
| Westpac Banking Corp | 23,091 | $544.0K | 0.01% | −6,509−22.0% | Reduced |
| Gyon Technologies Capital Management, LP | 23,144 | $545.0K | 0.10% | +12,891+125.7% | Added |
| Exchange Traded Concepts, LLC | 23,497 | $554.0K | 0.01% | +426+1.8% | Added |
| Prelude Capital Management, LLC | 23,528 | $554.0K | 0.03% | +23,528 | New |
| US Bancorp | 24,110 | $568.0K | 0.00% | −2,064−7.9% | Reduced |
| ClariVest Asset Management LLC | 24,524 | $578.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 24,688 | $585.0K | 0.00% | −2,026−7.6% | Reduced |
| TSP Capital Management Group, LLC | – | $589.0K | 0.20% | – | – |
| State of Alaska, Department of Revenue | 25,423 | $598.0K | 0.01% | −1,895−6.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,370 | $598.0K | 0.00% | +7,111+38.9% | Added |
| Eagle Harbor Asset Management Inc | 25,052 | $604.3K | 0.80% | +25,052 | New |
| AlphaCrest Capital Management LLC | 26,022 | $613.0K | 0.02% | −93,860−78.3% | Reduced |
| Wealthfront Advisers LLC | 26,435 | $622.0K | 0.00% | −739−2.7% | Reduced |
| Crawford Investment Counsel Inc | 27,140 | $639.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 28,059 | $661.0K | 0.00% | −49,702−63.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,200 | $664.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 28,614 | $674.0K | 0.06% | +23,606+471.4% | Added |
| Advisor Group Holdings, Inc. | 28,823 | $679.0K | 0.00% | −58,073−66.8% | Reduced |
| Duality Advisers, LP | 29,038 | $684.0K | 0.07% | +29,038 | New |
| Northwestern Mutual Investment Management Company, LLC | 29,114 | $686.0K | 0.01% | −299−1.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,150 | $687.0K | 0.03% | +7,275+33.3% | Added |
| Federated Hermes, Inc. | 29,524 | $697.0K | 0.00% | −2,612−8.1% | Reduced |
| Camarda Financial Advisors, LLC | 29,708 | $700.0K | 0.40% | +29,708 | New |
| Public Employees Retirement Association of Colorado | 29,907 | $705.0K | 0.00% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 30,000 | $707.0K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 30,608 | $721.0K | 0.17% | +1,773+6.1% | Added |
| Creative Planning | 30,707 | $723.0K | 0.00% | +5,009+19.5% | Added |
| CWM Advisors, LLC | 30,693 | $723.0K | 0.08% | +30,693 | New |
| Aviance Capital Partners, LLC | 31,097 | $733.0K | 0.12% | −6,485−17.3% | Reduced |
| AE Wealth Management LLC | 31,202 | $735.0K | 0.01% | +14,260+84.2% | Added |
| Kingsview Wealth Management, LLC | 31,260 | $736.0K | 0.03% | −46,557−59.8% | Reduced |
| AGF Investments LLC | 32,230 | $759.0K | 0.06% | +7,662+31.2% | Added |
| Gamco Investors, Inc. Et Al | 32,300 | $761.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 32,324 | $762.0K | 0.00% | −78,661−70.9% | Reduced |
| Eaton Vance Management | 32,795 | $773.0K | 0.00% | +47+0.1% | Added |
| Xponance, Inc. | 33,603 | $792.0K | 0.01% | −1,170−3.4% | Reduced |
| Handelsbanken Fonder AB | 33,600 | $792.0K | 0.00% | 00.0% | Unchanged |