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 |
|---|---|---|---|---|---|
| Jennison Associates LLC | 0 | $0 | 0.00% | −83,157−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −75,360−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −67,100−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −59,803−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −58,787−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −43,229−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −37,321−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −33,083−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −28,122−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −22,421−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −19,541−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −16,381−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −15,324−100.0% | Sold out |
| P.A.W. Capital Corp | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −13,655−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −11,792−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −10,771−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −10,689−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −10,510−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,980−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −8,823−100.0% | Sold out |
| Euclidean Technologies Management, LLC | 0 | $0 | 0.00% | −8,428−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −8,176−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,915−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,373−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| World Asset Management Inc | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |