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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 114,778 | $2.70M | 0.01% | +1,531+1.4% | Added |
| Mercer Global Advisors Inc | 114,163 | $2.69M | 0.02% | +9,106+8.7% | Added |
| Portolan Capital Management, LLC | 110,894 | $2.61M | 0.18% | −247,661−69.1% | Reduced |
| Twinbeech Capital LP | 108,796 | $2.56M | 0.15% | +108,796 | New |
| Great West Life Assurance Co | 105,845 | $2.49M | 0.01% | +11,993+12.8% | Added |
| Alaska Permanent Fund Corp | 102,000 | $2.33M | 0.04% | 00.0% | Unchanged |
| Human Investing LLC | 98,543 | $2.32M | 0.55% | −435−0.4% | Reduced |
| Burney Co | 97,368 | $2.29M | 0.10% | −2,619−2.6% | Reduced |
| Yousif Capital Management, LLC | 97,181 | $2.29M | 0.02% | +97,181 | New |
| Crossmark Global Holdings, Inc. | 96,114 | $2.26M | 0.05% | +77,300+410.9% | Added |
| Blueshift Asset Management, LLC | 95,321 | $2.25M | 0.20% | +16,872+21.5% | Added |
| Raymond James & Associates | 95,065 | $2.24M | 0.00% | +20,203+27.0% | Added |
| Public Employees Retirement System of Ohio | 94,538 | $2.23M | 0.01% | −18,392−16.3% | Reduced |
| Quantedge Capital Pte Ltd | 94,500 | $2.23M | 0.94% | +12,000+14.5% | 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 |
| River & Mercantile Asset Management LLP | 92,700 | $2.18M | 0.17% | +540+0.6% | Added |
| Roosevelt Investment Group LLC | 92,000 | $2.17M | 0.12% | +7,000+8.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 91,700 | $2.16M | 0.10% | −2,423−2.6% | Reduced |
| Virginia Retirement Systems Et Al | 90,100 | $2.12M | 0.02% | −25,100−21.8% | Reduced |
| Guggenheim Capital LLC | 89,590 | $2.11M | 0.01% | −91,834−50.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 86,930 | $2.05M | 0.05% | −92,760−51.6% | Reduced |
| HSBC Holdings PLC | 86,485 | $2.04M | 0.00% | +58,686+211.1% | Added |
| Davy Global Fund Management Ltd | 85,855 | $2.02M | 0.31% | +1,394+1.7% | Added |
| MetLife Investment Management | 85,112 | $2.01M | 0.02% | −427−0.5% | Reduced |
| Edgestream Partners, L.P. | 84,528 | $1.99M | 0.12% | +84,528 | New |
| Raymond James Financial Services Advisors, Inc. | 83,387 | $1.97M | 0.00% | +2,508+3.1% | Added |
| Price T Rowe Associates Inc | 82,500 | $1.94M | 0.00% | −3,408−4.0% | Reduced |
| Winton Group Ltd | 81,545 | $1.92M | 0.12% | +39,217+92.7% | Added |
| Seizert Capital Partners, LLC | 81,515 | $1.92M | 0.09% | +81,515 | New |
| Comerica Bank | 87,239 | $1.91M | 0.01% | +123+0.1% | Added |
| Green Square Capital Advisors LLC | 74,034 | $1.74M | 0.34% | +557+0.8% | Added |
| Round Hill Asset Management | 70,954 | $1.67M | 0.84% | −1,100−1.5% | Reduced |
| Alberta Investment Management Corp | 70,389 | $1.66M | 0.01% | +13,589+23.9% | 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 |
| O'Shares Investment Advisers, LLC | 69,571 | $1.64M | 0.12% | +2,391+3.6% | Added |
| Simplex Trading, LLC | 69,172 | $1.63M | 0.05% | +15,116+28.0% | Added |
| Mork Capital Management, LLC | 64,500 | $1.52M | 1.03% | 00.0% | Unchanged |
| HRT Financial LP | 64,010 | $1.51M | 0.01% | +24,464+61.9% | Added |
| Treasurer of the State of North Carolina | 63,742 | $1.50M | 0.01% | −460−0.7% | Reduced |
| Auxier Asset Management | 61,302 | $1.44M | 0.22% | −300−0.5% | Reduced |
| NN Investment Partners Holdings N.V. | 59,600 | $1.41M | 0.01% | −4,300−6.7% | Reduced |
| D.A. Davidson & Co. | 59,568 | $1.40M | 0.01% | +822+1.4% | Added |
| Citigroup Inc | 59,358 | $1.40M | 0.00% | −179,083−75.1% | Reduced |
| Gabelli Funds LLC | 58,500 | $1.38M | 0.01% | −20,000−25.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,229 | $1.37M | 0.01% | −596−1.0% | Reduced |
| Barnett & Company, Inc. | 58,100 | $1.37M | 0.95% | −750−1.3% | Reduced |
| Oregon Public Employees Retirement Fund | 57,863 | $1.36M | 0.02% | −3,300−5.4% | Reduced |
| Susquehanna International Group, LLP | 57,827 | $1.36M | 0.00% | −27,327−32.1% | Reduced |
| Convergence Investment Partners, LLC | 57,609 | $1.36M | 0.69% | −440−0.8% | Reduced |
| Jane Street Group, LLC | 54,417 | $1.28M | 0.00% | +19,867+57.5% | Added |
| Engineers Gate Manager LP | 54,148 | $1.28M | 0.06% | +37,451+224.3% | Added |
| Rings Capital Management LLC | 53,000 | $1.25M | 0.51% | −100,000−65.4% | Reduced |
| Commonwealth Equity Services, LLC | 52,390 | $1.23M | 0.00% | +2,984+6.0% | Added |
| Shilanski & Associates, Inc. | 50,552 | $1.20M | 0.51% | +511+1.0% | Added |
| LPL Financial LLC | 49,141 | $1.16M | 0.00% | −16,055−24.6% | Reduced |
| Teza Capital Management LLC | 49,087 | $1.16M | 0.31% | +32,698+199.5% | Added |
| Arizona State Retirement System | 47,923 | $1.13M | 0.01% | −1,497−3.0% | Reduced |
| Ameritas Investment Partners, Inc. | 47,165 | $1.11M | 0.04% | 00.0% | Unchanged |
| 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 |
| Thrivent Financial for Lutherans | 46,309 | $1.09M | 0.00% | −232−0.5% | Reduced |
| Ceera Investments, LLC | 46,264 | $1.09M | 0.56% | +11,339+32.5% | Added |
| Argyle Capital Management Inc. | 45,950 | $1.08M | 0.34% | 00.0% | Unchanged |
| Huber Capital Management LLC | 45,817 | $1.08M | 0.28% | −9,800−17.6% | Reduced |
| Louisiana State Employees Retirement System | 45,100 | $1.06M | 0.02% | −300−0.7% | Reduced |
| State of Michigan Retirement System | 44,500 | $1.05M | 0.01% | −100−0.2% | Reduced |
| Macquarie Group Ltd | 44,246 | $1.04M | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 43,315 | $1.02M | 0.01% | −75,812−63.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 42,753 | $1.01M | 0.01% | +498+1.2% | 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 |
| Bank of Nova Scotia | 40,394 | $952.0K | 0.00% | +17,561+76.9% | Added |
| Harrison & Co Wealth Management, LLC | 40,379 | $951.0K | 0.80% | +40,379 | New |
| SG Americas Securities, LLC | 40,327 | $950.0K | 0.01% | +40,327 | New |
| Commerce Bank | 40,225 | $948.0K | 0.01% | +21+0.1% | Added |
| Trilogy Capital Inc. | 39,864 | $939.0K | 0.07% | +1,412+3.7% | Added |
| United Capital Financial Advisers, LLC | 38,892 | $916.0K | 0.00% | −5,645−12.7% | Reduced |
| Cairn Investment Group, Inc. | 38,490 | $907.0K | 0.62% | −150.0% | Reduced |
| Metropolitan Life Insurance Co | 38,019 | $895.7K | 0.01% | −1,260−3.2% | Reduced |
| New Mexico Educational Retirement Board | 38,000 | $895.0K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 37,873 | $892.0K | 0.00% | −100,172−72.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 36,853 | $868.0K | 0.00% | +1,058+3.0% | Added |
| Toroso Investments, LLC | 36,365 | $857.0K | 0.03% | +6,220+20.6% | Added |
| M&T Bank Corp | 35,612 | $839.0K | 0.00% | +43+0.1% | Added |
| Prairiewood Capital, LLC | 35,533 | $837.0K | 0.66% | −4,844−12.0% | Reduced |
| 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 |
| Tectonic Advisors LLC | 34,174 | $805.0K | 0.14% | +16,352+91.8% | 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 |
| Eaton Vance Management | 32,795 | $773.0K | 0.00% | +47+0.1% | Added |
| Deutsche Bank AG | 32,324 | $762.0K | 0.00% | −78,661−70.9% | Reduced |
| Gamco Investors, Inc. Et Al | 32,300 | $761.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 32,230 | $759.0K | 0.06% | +7,662+31.2% | Added |
| Kingsview Wealth Management, LLC | 31,260 | $736.0K | 0.03% | −46,557−59.8% | Reduced |
| AE Wealth Management LLC | 31,202 | $735.0K | 0.01% | +14,260+84.2% | Added |
| Aviance Capital Partners, LLC | 31,097 | $733.0K | 0.12% | −6,485−17.3% | Reduced |
| Creative Planning | 30,707 | $723.0K | 0.00% | +5,009+19.5% | Added |