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 |
|---|---|---|---|---|---|
| Tectonic Advisors LLC | 34,174 | $805.0K | 0.14% | +16,352+91.8% | Added |
| WBI Investments | 35,116 | $827.0K | 0.13% | −9,441−21.2% | Reduced |
| Echo Street Capital Management LLC | 35,108 | $827.0K | 0.01% | +35,108 | New |
| Prairiewood Capital, LLC | 35,533 | $837.0K | 0.66% | −4,844−12.0% | Reduced |
| M&T Bank Corp | 35,612 | $839.0K | 0.00% | +43+0.1% | Added |
| Toroso Investments, LLC | 36,365 | $857.0K | 0.03% | +6,220+20.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 36,853 | $868.0K | 0.00% | +1,058+3.0% | Added |
| Janus Henderson Group PLC | 37,873 | $892.0K | 0.00% | −100,172−72.6% | Reduced |
| New Mexico Educational Retirement Board | 38,000 | $895.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 38,019 | $895.7K | 0.01% | −1,260−3.2% | Reduced |
| Cairn Investment Group, Inc. | 38,490 | $907.0K | 0.62% | −150.0% | Reduced |
| United Capital Financial Advisers, LLC | 38,892 | $916.0K | 0.00% | −5,645−12.7% | Reduced |
| Trilogy Capital Inc. | 39,864 | $939.0K | 0.07% | +1,412+3.7% | Added |
| Commerce Bank | 40,225 | $948.0K | 0.01% | +21+0.1% | Added |
| SG Americas Securities, LLC | 40,327 | $950.0K | 0.01% | +40,327 | New |
| Harrison & Co Wealth Management, LLC | 40,379 | $951.0K | 0.80% | +40,379 | New |
| Bank of Nova Scotia | 40,394 | $952.0K | 0.00% | +17,561+76.9% | Added |
| Paloma Partners Management Co | 40,563 | $956.0K | 0.03% | +40,563 | New |
| Holocene Advisors, LP | 40,587 | $956.0K | 0.01% | +40,587 | New |
| Parallax Volatility Advisers, L.P. | 42,753 | $1.01M | 0.01% | +498+1.2% | Added |
| Cubist Systematic Strategies, LLC | 43,315 | $1.02M | 0.01% | −75,812−63.6% | Reduced |
| Macquarie Group Ltd | 44,246 | $1.04M | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 44,500 | $1.05M | 0.01% | −100−0.2% | Reduced |
| Louisiana State Employees Retirement System | 45,100 | $1.06M | 0.02% | −300−0.7% | Reduced |
| Huber Capital Management LLC | 45,817 | $1.08M | 0.28% | −9,800−17.6% | Reduced |
| Argyle Capital Management Inc. | 45,950 | $1.08M | 0.34% | 00.0% | Unchanged |
| Ceera Investments, LLC | 46,264 | $1.09M | 0.56% | +11,339+32.5% | Added |
| Thrivent Financial for Lutherans | 46,309 | $1.09M | 0.00% | −232−0.5% | Reduced |
| Hodges Capital Management Inc. | 47,092 | $1.11M | 0.08% | −631−1.3% | Reduced |
| Vident Investment Advisory, LLC | 47,113 | $1.11M | 0.03% | +9,570+25.5% | Added |
| Ameritas Investment Partners, Inc. | 47,165 | $1.11M | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 47,923 | $1.13M | 0.01% | −1,497−3.0% | Reduced |
| Teza Capital Management LLC | 49,087 | $1.16M | 0.31% | +32,698+199.5% | Added |
| LPL Financial LLC | 49,141 | $1.16M | 0.00% | −16,055−24.6% | Reduced |
| Shilanski & Associates, Inc. | 50,552 | $1.20M | 0.51% | +511+1.0% | Added |
| Commonwealth Equity Services, LLC | 52,390 | $1.23M | 0.00% | +2,984+6.0% | Added |
| Rings Capital Management LLC | 53,000 | $1.25M | 0.51% | −100,000−65.4% | Reduced |
| Engineers Gate Manager LP | 54,148 | $1.28M | 0.06% | +37,451+224.3% | Added |
| Jane Street Group, LLC | 54,417 | $1.28M | 0.00% | +19,867+57.5% | Added |
| Convergence Investment Partners, LLC | 57,609 | $1.36M | 0.69% | −440−0.8% | Reduced |
| Susquehanna International Group, LLP | 57,827 | $1.36M | 0.00% | −27,327−32.1% | Reduced |
| Oregon Public Employees Retirement Fund | 57,863 | $1.36M | 0.02% | −3,300−5.4% | Reduced |
| Barnett & Company, Inc. | 58,100 | $1.37M | 0.95% | −750−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,229 | $1.37M | 0.01% | −596−1.0% | Reduced |
| Gabelli Funds LLC | 58,500 | $1.38M | 0.01% | −20,000−25.5% | Reduced |
| Citigroup Inc | 59,358 | $1.40M | 0.00% | −179,083−75.1% | Reduced |
| D.A. Davidson & Co. | 59,568 | $1.40M | 0.01% | +822+1.4% | Added |
| NN Investment Partners Holdings N.V. | 59,600 | $1.41M | 0.01% | −4,300−6.7% | Reduced |
| Auxier Asset Management | 61,302 | $1.44M | 0.22% | −300−0.5% | Reduced |
| Treasurer of the State of North Carolina | 63,742 | $1.50M | 0.01% | −460−0.7% | Reduced |
| HRT Financial LP | 64,010 | $1.51M | 0.01% | +24,464+61.9% | Added |
| Mork Capital Management, LLC | 64,500 | $1.52M | 1.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 69,172 | $1.63M | 0.05% | +15,116+28.0% | Added |
| O'Shares Investment Advisers, LLC | 69,571 | $1.64M | 0.12% | +2,391+3.6% | Added |
| Ensign Peak Advisors, Inc | 70,192 | $1.65M | 0.00% | −78,620−52.8% | Reduced |
| Man Group plc | 70,197 | $1.65M | 0.01% | −44,528−38.8% | Reduced |
| Alberta Investment Management Corp | 70,389 | $1.66M | 0.01% | +13,589+23.9% | Added |
| Round Hill Asset Management | 70,954 | $1.67M | 0.84% | −1,100−1.5% | Reduced |
| Green Square Capital Advisors LLC | 74,034 | $1.74M | 0.34% | +557+0.8% | Added |
| Comerica Bank | 87,239 | $1.91M | 0.01% | +123+0.1% | Added |
| Seizert Capital Partners, LLC | 81,515 | $1.92M | 0.09% | +81,515 | New |
| Winton Group Ltd | 81,545 | $1.92M | 0.12% | +39,217+92.7% | Added |
| Price T Rowe Associates Inc | 82,500 | $1.94M | 0.00% | −3,408−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 83,387 | $1.97M | 0.00% | +2,508+3.1% | Added |
| Edgestream Partners, L.P. | 84,528 | $1.99M | 0.12% | +84,528 | New |
| MetLife Investment Management | 85,112 | $2.01M | 0.02% | −427−0.5% | Reduced |
| Davy Global Fund Management Ltd | 85,855 | $2.02M | 0.31% | +1,394+1.7% | Added |
| HSBC Holdings PLC | 86,485 | $2.04M | 0.00% | +58,686+211.1% | Added |
| Susquehanna Fundamental Investments, LLC | 86,930 | $2.05M | 0.05% | −92,760−51.6% | Reduced |
| Guggenheim Capital LLC | 89,590 | $2.11M | 0.01% | −91,834−50.6% | Reduced |
| Virginia Retirement Systems Et Al | 90,100 | $2.12M | 0.02% | −25,100−21.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 91,700 | $2.16M | 0.10% | −2,423−2.6% | Reduced |
| Roosevelt Investment Group LLC | 92,000 | $2.17M | 0.12% | +7,000+8.2% | Added |
| River & Mercantile Asset Management LLP | 92,700 | $2.18M | 0.17% | +540+0.6% | Added |
| Range Financial Group LLC | 94,356 | $2.22M | 1.46% | +331+0.4% | Added |
| Gsa Capital Partners LLP | 94,361 | $2.22M | 0.28% | +94,361 | New |
| Quantedge Capital Pte Ltd | 94,500 | $2.23M | 0.94% | +12,000+14.5% | Added |
| Public Employees Retirement System of Ohio | 94,538 | $2.23M | 0.01% | −18,392−16.3% | Reduced |
| Raymond James & Associates | 95,065 | $2.24M | 0.00% | +20,203+27.0% | Added |
| Blueshift Asset Management, LLC | 95,321 | $2.25M | 0.20% | +16,872+21.5% | Added |
| Crossmark Global Holdings, Inc. | 96,114 | $2.26M | 0.05% | +77,300+410.9% | Added |
| Yousif Capital Management, LLC | 97,181 | $2.29M | 0.02% | +97,181 | New |
| Burney Co | 97,368 | $2.29M | 0.10% | −2,619−2.6% | Reduced |
| Human Investing LLC | 98,543 | $2.32M | 0.55% | −435−0.4% | Reduced |
| Alaska Permanent Fund Corp | 102,000 | $2.33M | 0.04% | 00.0% | Unchanged |
| Great West Life Assurance Co | 105,845 | $2.49M | 0.01% | +11,993+12.8% | Added |
| Twinbeech Capital LP | 108,796 | $2.56M | 0.15% | +108,796 | New |
| Portolan Capital Management, LLC | 110,894 | $2.61M | 0.18% | −247,661−69.1% | Reduced |
| Mercer Global Advisors Inc | 114,163 | $2.69M | 0.02% | +9,106+8.7% | Added |
| State of New Jersey Common Pension Fund D | 114,778 | $2.70M | 0.01% | +1,531+1.4% | Added |
| Envestnet Asset Management Inc | 121,598 | $2.87M | 0.00% | −32,802−21.2% | Reduced |
| Tudor Investment Corp Et Al | 123,958 | $2.92M | 0.06% | +114,875+1,264.7% | Added |
| Voya Investment Management LLC | 126,412 | $2.98M | 0.01% | −41,162−24.6% | Reduced |
| Texas Permanent School Fund | 127,177 | $3.00M | 0.04% | −4,536−3.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 130,000 | $3.06M | 0.67% | +26,000+25.0% | Added |
| Amalgamated Bank | 130,612 | $3.08M | 0.02% | −6,850−5.0% | Reduced |
| Stifel Financial Corp | 132,071 | $3.11M | 0.00% | −80,877−38.0% | Reduced |
| Barclays PLC | 133,819 | $3.15M | 0.00% | −327,770−71.0% | Reduced |
| Carolina Wealth Advisors, LLC | 147,948 | $3.49M | 1.97% | +8,931+6.4% | Added |
| AXA S.A. | 149,000 | $3.51M | 0.01% | 00.0% | Unchanged |