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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 151,899 | $3.58M | 0.01% | −18,619−10.9% | Reduced |
| Credit Suisse AG | 152,275 | $3.59M | 0.00% | −30,601−16.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 154,541 | $3.64M | 0.01% | +9,935+6.9% | Added |
| Teacher Retirement System of Texas | 156,338 | $3.68M | 0.02% | +127,430+440.8% | Added |
| Mutual of America Capital Management LLC | 157,113 | $3.70M | 0.04% | +590.0% | Added |
| Rodgers Brothers Inc. | 163,550 | $3.85M | 0.69% | −20,175−11.0% | Reduced |
| Pacer Advisors, Inc. | 174,798 | $4.12M | 0.04% | +35,949+25.9% | Added |
| BNP Paribas Arbitrage, SA | 179,769 | $4.24M | 0.01% | −126,840−41.4% | Reduced |
| Quinn Opportunity Partners LLC | 190,700 | $4.49M | 0.27% | −81,800−30.0% | Reduced |
| Clark Estates Inc | 195,000 | $4.59M | 0.67% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 198,429 | $4.67M | 0.00% | −6,885−3.4% | Reduced |
| Ibex Wealth Advisors | 199,389 | $4.70M | 0.83% | +199,389 | New |
| Royal Bank of Canada | 224,727 | $5.29M | 0.00% | +21,150+10.4% | Added |
| Retirement Systems of Alabama | 229,982 | $5.42M | 0.02% | −565−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 232,997 | $5.49M | 0.01% | −3,554−1.5% | Reduced |
| New York State Teachers Retirement System | 235,600 | $5.55M | 0.01% | −13,970−5.6% | Reduced |
| Renaissance Technologies LLC | 236,900 | $5.58M | 0.01% | −288,100−54.9% | Reduced |
| Financial Counselors Inc | 237,205 | $5.59M | 0.11% | −867−0.4% | Reduced |
| Citadel Advisors LLC | 240,545 | $5.67M | 0.01% | −7,553−3.0% | Reduced |
| California State Teachers Retirement System | 248,264 | $5.85M | 0.01% | −56,967−18.7% | Reduced |
| Kestrel Investment Management Corp | 255,650 | $6.02M | 2.72% | −3,400−1.3% | Reduced |
| New York State Common Retirement Fund | 256,064 | $6.03M | 0.01% | −2,379−0.9% | Reduced |
| Alliancebernstein L.P. | 271,892 | $6.41M | 0.00% | −8,567−3.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 272,007 | $6.41M | 0.01% | +118,646+77.4% | Added |
| Squarepoint Ops LLC | 284,586 | $6.71M | 0.03% | +71,164+33.3% | Added |
| Legal & General Group Plc | 293,262 | $6.91M | 0.00% | −856−0.3% | Reduced |
| American International Group, Inc. | 298,180 | $7.03M | 0.04% | −9,693−3.1% | Reduced |
| Storebrand Asset Management AS | 316,617 | $7.46M | 0.03% | +95,334+43.1% | Added |
| Gilman Hill Asset Management, LLC | 330,795 | $7.79M | 1.74% | +35,788+12.1% | Added |
| Allspring Global Investments Holdings, LLC | 342,507 | $8.07M | 0.01% | +342,507 | New |
| Sound Income Strategies, LLC | 346,419 | $8.16M | 0.96% | +23,162+7.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 367,860 | $8.67M | 0.03% | −1,967,220−84.2% | Reduced |
| Brandywine Global Investment Management, LLC | 368,725 | $8.69M | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 380,582 | $8.97M | 0.16% | −10,917−2.8% | Reduced |
| SEI Investments Co | 389,491 | $9.07M | 0.02% | +156,921+67.5% | Added |
| California Public Employees Retirement System | 390,187 | $9.19M | 0.01% | −39,090−9.1% | Reduced |
| Swiss National Bank | 391,700 | $9.23M | 0.01% | −9,200−2.3% | Reduced |
| Miller Value Partners, LLC | 410,000 | $9.66M | 0.34% | +20,000+5.1% | Added |
| UBS Asset Management Americas Inc | 413,946 | $9.75M | 0.00% | +35,399+9.4% | Added |
| UBS Group AG | 430,092 | $10.1M | 0.00% | −40,549−8.6% | Reduced |
| Victory Capital Management Inc | 431,823 | $10.2M | 0.01% | +204,677+90.1% | Added |
| AQR Capital Management LLC | 433,558 | $10.2M | 0.02% | −632,724−59.3% | Reduced |
| Wells Fargo & Company | 471,826 | $11.1M | 0.00% | −680,001−59.0% | Reduced |
| Rhumbline Advisers | 472,808 | $11.1M | 0.01% | +1,796+0.4% | Added |
| Qube Research & Technologies Ltd | 478,238 | $11.3M | 0.09% | +423,277+770.1% | Added |
| South Dakota Investment Council | 478,547 | $11.3M | 0.19% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 485,583 | $11.4M | 0.48% | +110,338+29.4% | Added |
| Ameriprise Financial Inc | 494,359 | $11.7M | 0.00% | +135,471+37.7% | Added |
| Invenomic Capital Management LP | 503,869 | $11.9M | 2.79% | +111,936+28.6% | Added |
| Bank of America Corp | 553,008 | $13.0M | 0.00% | +77,752+16.4% | Added |
| JPMorgan Chase & Co | 580,981 | $13.7M | 0.00% | +113,034+24.2% | Added |
| Advisors Asset Management, Inc. | 592,130 | $14.0M | 0.20% | −4,667−0.8% | Reduced |
| American Century Companies Inc | 635,265 | $15.0M | 0.01% | −903,729−58.7% | Reduced |
| Peregrine Capital Management LLC | 635,996 | $15.0M | 0.30% | −117,158−15.6% | Reduced |
| Fidelity National Financial, Inc. | 636,854 | $15.0M | 1.25% | 00.0% | Unchanged |
| Schroder Investment Management Group | 651,044 | $15.3M | 0.02% | −458,500−41.3% | Reduced |
| Boston Partners | 662,282 | $15.6M | 0.02% | +136,075+25.9% | Added |
| Lodge Hill Capital, LLC | 700,000 | $16.5M | 4.46% | +700,000 | New |
| PGGM Investments | 826,520 | $19.5M | 0.10% | +2,804+0.3% | Added |
| Russell Investments Group, Ltd. | 831,260 | $19.6M | 0.03% | −1,058,233−56.0% | Reduced |
| Parametric Portfolio Associates LLC | 836,274 | $19.7M | 0.01% | +53,932+6.9% | Added |
| Principal Financial Group Inc | 879,993 | $20.7M | 0.01% | −143,473−14.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 893,359 | $21.0M | 1.56% | +7,070+0.8% | Added |
| HighTower Advisors, LLC | 926,722 | $21.8M | 0.05% | +79,640+9.4% | Added |
| Nuveen Asset Management, LLC | 928,681 | $21.9M | 0.01% | −75,236−7.5% | Reduced |
| Invesco Ltd. | 941,357 | $22.2M | 0.01% | −80,898−7.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,026,061 | $24.2M | 0.03% | −157,547−13.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,036,414 | $24.4M | 0.01% | −7,455−0.7% | Reduced |
| Swedbank AB | 1,056,891 | $25.0M | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,075,895 | $25.3M | 0.03% | −353,916−24.8% | Reduced |
| Morgan Stanley | 1,105,885 | $26.1M | 0.00% | −128,386−10.4% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,120,894 | $26.4M | 0.85% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,305,515 | $30.8M | 0.01% | −68,971−5.0% | Reduced |
| Goldman Sachs Group Inc | 1,566,232 | $36.9M | 0.01% | −145,947−8.5% | Reduced |
| First Trust Advisors LP | 1,645,093 | $38.8M | 0.04% | −113,702−6.5% | Reduced |
| Royce & Associates LP | 1,808,220 | $42.6M | 0.32% | +1,406,182+349.8% | Added |
| Dimensional Fund Advisors LP | 1,861,772 | $43.9M | 0.01% | +4,082+0.2% | Added |
| Norges Bank | 1,919,641 | $45.2M | 0.01% | +87,873+4.8% | Added |
| Geode Capital Management, LLC | 2,285,359 | $53.9M | 0.01% | −45,832−2.0% | Reduced |
| LSV Asset Management | 2,395,300 | $56.4M | 0.10% | +190,720+8.7% | Added |
| Bank of New York Mellon Corp | 2,599,040 | $61.2M | 0.01% | −383,356−12.9% | Reduced |
| Wellington Management Group LLP | 2,637,773 | $62.1M | 0.01% | +134,143+5.4% | Added |
| Artisan Partners Limited Partnership | 2,730,656 | $64.3M | 0.08% | −92,603−3.3% | Reduced |
| Northern Trust Corp | 3,006,103 | $70.8M | 0.01% | −50,051−1.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,641,124 | $85.8M | 0.50% | −44,035−1.2% | Reduced |
| Lazard Asset Management LLC | 5,904,021 | $139.1M | 0.15% | +262,017+4.6% | Added |
| State Street Corp | 6,928,827 | $165.0M | 0.01% | +14,525+0.2% | Added |
| Jupiter Asset Management Ltd | 11,088,022 | $261.9M | 2.87% | −1,044,651−8.6% | Reduced |
| BlackRock Inc. | 22,659,527 | $533.9M | 0.01% | +2,932,437+14.9% | Added |
| Vanguard Group Inc | 24,452,418 | $576.1M | 0.01% | −588,601−2.4% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 10,178 | – | – | +10,178 | New |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −841,721−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −269,892−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −221,508−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −175,558−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −159,284−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −144,372−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −116,898−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −85,740−100.0% | Sold out |