Skip to main content
Livermore
Livermore
ZHEN

H&R Block Inc

HRB
Exchange
NYSE
Industry
Services-Personal Services
SEC CIK
0000012659

In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 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.

Institutional holdersQ4 2021: 391 institutions
Q1 2021: 377 institutionsQ2 2021: 393 institutionsQ3 2021: 398 institutionsQ4 2021: 391 institutionsQ1 2022: 388 institutionsQ2 2022: 437 institutionsQ3 2022: 461 institutionsQ4 2022: 455 institutionsQ1 2023: 425 institutionsQ2 2023: 399 institutionsQ3 2023: 413 institutionsQ4 2023: 469 institutionsQ1 2024: 480 institutionsQ2 2024: 498 institutionsQ3 2024: 544 institutionsQ4 2024: 552 institutionsQ1 2025: 564 institutionsQ2 2025: 563 institutionsQ3 2025: 544 institutionsQ4 2025: 508 institutionsQ1 2026: 490 institutionsQ2 2026: 544 institutions
Value heldQ4 2021: $3.39B
Q1 2021: $3.37BQ2 2021: $3.59BQ3 2021: $3.74BQ4 2021: $3.39BQ1 2022: $3.63BQ2 2022: $4.93BQ3 2022: $5.87BQ4 2022: $5.24BQ1 2023: $5.07BQ2 2023: $4.32BQ3 2023: $5.72BQ4 2023: $6.11BQ1 2024: $6.29BQ2 2024: $6.85BQ3 2024: $7.92BQ4 2024: $6.68BQ1 2025: $7.00BQ2 2025: $6.79BQ3 2025: $5.93BQ4 2025: $5.12BQ1 2026: $3.86BQ2 2026: $4.87B
Institutions holding HRB and their total value by quarter
QuarterHoldersValue
Q2 2026544$4.87B
Q1 2026490$3.86B
Q4 2025508$5.12B
Q3 2025544$5.93B
Q2 2025563$6.79B
Q1 2025564$7.00B
Q4 2024552$6.68B
Q3 2024544$7.92B
Q2 2024498$6.85B
Q1 2024480$6.29B
Q4 2023469$6.11B
Q3 2023413$5.72B
Q2 2023399$4.32B
Q1 2023425$5.07B
Q4 2022455$5.24B
Q3 2022461$5.87B
Q2 2022437$4.93B
Q1 2022388$3.63B
Q4 2021391$3.39B
Q3 2021398$3.74B
Q2 2021393$3.59B
Q1 2021377$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.

Institutions holding HRB in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
CWM Advisors, LLC30,693$723.0K0.08%+30,693New
Occidental Asset Management, LLC30,608$721.0K0.17%+1,773+6.1%Added
Ashfield Capital Partners, LLC30,000$707.0K0.05%00.0%Unchanged
Public Employees Retirement Association of Colorado29,907$705.0K0.00%00.0%Unchanged
Camarda Financial Advisors, LLC29,708$700.0K0.40%+29,708New
Federated Hermes, Inc.29,524$697.0K0.00%−2,612−8.1%Reduced
Hennion & Walsh Asset Management, Inc.29,150$687.0K0.03%+7,275+33.3%Added
Northwestern Mutual Investment Management Company, LLC29,114$686.0K0.01%−299−1.0%Reduced
Duality Advisers, LP29,038$684.0K0.07%+29,038New
Advisor Group Holdings, Inc.28,823$679.0K0.00%−58,073−66.8%Reduced
Point72 Hong Kong Ltd28,614$674.0K0.06%+23,606+471.4%Added
Teachers Retirement System of the State of Kentucky28,200$664.0K0.01%00.0%Unchanged
Millennium Management LLC28,059$661.0K0.00%−49,702−63.9%Reduced
Crawford Investment Counsel Inc27,140$639.0K0.01%00.0%Unchanged
Wealthfront Advisers LLC26,435$622.0K0.00%−739−2.7%Reduced
AlphaCrest Capital Management LLC26,022$613.0K0.02%−93,860−78.3%Reduced
Eagle Harbor Asset Management Inc25,052$604.3K0.80%+25,052New
State of Alaska, Department of Revenue25,423$598.0K0.01%−1,895−6.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)25,370$598.0K0.00%+7,111+38.9%Added
TSP Capital Management Group, LLC–$589.0K0.20%––
Bank of Montreal24,688$585.0K0.00%−2,026−7.6%Reduced
ClariVest Asset Management LLC24,524$578.0K0.02%00.0%Unchanged
US Bancorp24,110$568.0K0.00%−2,064−7.9%Reduced
Exchange Traded Concepts, LLC23,497$554.0K0.01%+426+1.8%Added
Prelude Capital Management, LLC23,528$554.0K0.03%+23,528New
Gyon Technologies Capital Management, LP23,144$545.0K0.10%+12,891+125.7%Added
Westpac Banking Corp23,091$544.0K0.01%−6,509−22.0%Reduced
Fort, L.P.23,020$542.0K0.18%+7,063+44.3%Added
Archer Investment Corp22,800$537.2K0.18%00.0%Unchanged
Lingohr & Partner Asset Management GmbH22,313$527.0K1.32%−315−1.4%Reduced
Mariner, LLC22,123$521.0K0.00%+2,405+12.2%Added
OmniStar Financial Group, Inc.21,941$516.0K0.53%+4,009+22.4%Added
V Wealth Advisors LLC21,800$514.0K0.08%−10,700−32.9%Reduced
State of Wisconsin Investment Board21,679$511.0K0.00%−754−3.4%Reduced
Ritholtz Wealth Management21,169$499.0K0.03%+4,154+24.4%Added
Standard Life Aberdeen plc21,021$495.0K0.00%−899−4.1%Reduced
Park Circle Co20,800$490.0K0.40%00.0%Unchanged
Bokf, NA20,773$489.0K0.01%+1,339+6.9%Added
Cetera Investment Advisers19,179$452.0K0.01%−1,863−8.9%Reduced
Cambridge Investment Research Advisors, Inc.18,757$442.0K0.00%+5,334+39.7%Added
Pearl River Capital, LLC18,559$437.0K0.12%+3,448+22.8%Added
PEAK6 Investments LLC18,079$426.0K0.01%+18,079New
Skandinaviska Enskilda Banken AB (publ)18,000$425.0K0.00%+8,500+89.5%Added
NJ State Employees Deferred Compensation Plan18,000$424.0K0.05%00.0%Unchanged
Tradewinds, LLC.8,581$415.1K0.49%+8,581New
Campbell & CO Investment Adviser LLC17,481$412.0K0.14%+17,481New
Scotia Capital Inc.17,067$402.0K0.00%+450+2.7%Added
Aigen Investment Management, LP16,816$400.0K0.02%+16,816New
ProShare Advisors LLC16,762$394.0K0.00%+3,581+27.2%Added
Rockland Trust Co16,666$393.0K0.03%00.0%Unchanged
The PNC Financial Services Group, Inc.15,892$374.0K0.00%+1,231+8.4%Added
Securian Asset Management, Inc15,730$371.0K0.01%−238−1.5%Reduced
Ci Investments Inc.15,478$365.0K0.00%+6,011+63.5%Added
Fox Run Management, L.L.C.15,354$362.0K0.21%+15,354New
MSH Capital Advisors LLC15,350$361.6K0.16%+15,350New
Prudential Financial Inc14,441$355.0K0.00%−1,539−9.6%Reduced
RBF Capital, LLC15,000$353.0K0.02%00.0%Unchanged
Legacy Bridge, LLC14,785$348.0K0.18%+160+1.1%Added
Maryland State Retirement & Pension System14,650$345.0K0.01%00.0%Unchanged
Chicago Trust Co NA14,500$342.0K0.07%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.14,280$336.0K0.00%+1,702+13.5%Added
Sciencast Management LP13,460$333.0K0.06%−4,566−25.3%Reduced
Alpha Omega Wealth Management LLC14,748$333.0K0.05%+75+0.5%Added
Agf Investments Inc.13,838$326.0K0.00%+6,438+87.0%Added
Principle Wealth Partners LLC13,540$319.0K0.03%00.0%Unchanged
RSM US Wealth Management LLC13,507$318.0K0.02%−109−0.8%Reduced
Bartlett & Co. Wealth Management LLC13,200$314.6K0.01%00.0%Unchanged
Bartlett & Co. LLC13,200$314.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc12,761$301.0K0.02%−214−1.6%Reduced
Vestmark Advisory Solutions, Inc.12,702$299.0K0.02%−962−7.0%Reduced
Neo Ivy Capital Management12,307$290.0K0.42%+3,794+44.6%Added
Bayesian Capital Management, LP11,988$282.0K0.09%+11,988New
Integrated Wealth Concepts LLC11,810$278.0K0.01%+2,962+33.5%Added
Livforsakringsbolaget Skandia, Omsesidigt11,600$273.0K0.02%00.0%Unchanged
Essex Financial Services, Inc.11,435$269.0K0.03%+1,075+10.4%Added
Truist Financial Corp11,343$267.0K0.00%−7,379−39.4%Reduced
Pictet Asset Management SA10,937$258.0K0.00%−1,963−15.2%Reduced
Brown Advisory Inc10,913$257.0K0.00%−1,000−8.4%Reduced
Allworth Financial LP10,860$256.0K0.00%+115+1.1%Added
Kestra Advisory Services, LLC10,421$246.0K0.00%−5,345−33.9%Reduced
Capital Advisory Group Advisory Services, LLC10,446$246.0K0.11%+360+3.6%Added
1620 Investment Advisors, Inc.10,338$244.0K0.27%+10,338New
One Wealth Advisors, LLC10,249$241.0K0.06%−1,205−10.5%Reduced
Profund Advisors LLC10,006$236.0K0.01%−191−1.9%Reduced
Tower Research Capital LLC (TRC)9,627$227.0K0.00%+932+10.7%Added
Fifth Third Bancorp9,335$220.0K0.00%−182−1.9%Reduced
Baird Financial Group, Inc.9,315$219.0K0.00%00.0%Unchanged
Utah Retirement Systems9,200$217.0K0.00%−100−1.1%Reduced
Shelton Capital Management9,215$217.0K0.01%00.0%Unchanged
Kaizen Financial Strategies9,169$216.0K0.16%+95+1.0%Added
Bessemer Group Inc9,163$216.0K0.00%+169+1.9%Added
Boston Family Office LLC9,000$212.0K0.01%00.0%Unchanged
MML Investors Services, LLC8,935$210.0K0.00%+550+6.6%Added
Level Four Advisory Services, LLC8,884$209.0K0.02%00.0%Unchanged
Baker Avenue Asset Management, LP8,826$208.0K0.01%+617+7.5%Added
Wedge Capital Management L L P8,747$206.0K0.00%−144−1.6%Reduced
6 Meridian8,752$206.0K0.02%+70+0.8%Added
Islay Capital Management, LLC8,322$196.0K0.15%+3,174+61.7%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP8,044$190.0K0.00%00.0%Unchanged
IFP Advisors, Inc7,182$166.0K0.00%−409−5.4%Reduced