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, Q1 2022
Institutional positions in H&R Block Inc as of Mar 31, 2022. 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
- 388
- +2 vs. Q4 2021
- Shares held
- 140.1M
- −3.81M (−2.6%) vs. Q4 2021
- Total value
- $3.63B
- +$239.7M (+7.1%) vs. Q4 2021
- New holders
- 58
- 109 more added
- Sold out
- 56
- 141 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 20,725,678 | $539.7M | 0.01% | −1,933,849−8.5% | Reduced |
| Vanguard Group Inc | 20,456,859 | $532.7M | 0.01% | −3,995,559−16.3% | Reduced |
| Jupiter Asset Management Ltd | 11,063,218 | $288.1M | 3.42% | −24,804−0.2% | Reduced |
| FMR LLC | 8,090,405 | $210.7M | 0.02% | +8,085,933+180,812.5% | Added |
| State Street Corp | 7,889,986 | $207.4M | 0.01% | +961,159+13.9% | Added |
| Lazard Asset Management LLC | 5,944,998 | $154.8M | 0.18% | +40,977+0.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,625,429 | $94.4M | 0.56% | −15,695−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 2,969,445 | $77.3M | 0.02% | +1,933,031+186.5% | Added |
| Artisan Partners Limited Partnership | 2,592,017 | $67.5M | 0.09% | −138,639−5.1% | Reduced |
| Wellington Management Group LLP | 2,584,659 | $67.3M | 0.01% | −53,114−2.0% | Reduced |
| Bank of New York Mellon Corp | 2,538,713 | $66.1M | 0.01% | −60,327−2.3% | Reduced |
| LSV Asset Management | 2,373,015 | $61.8M | 0.11% | −22,285−0.9% | Reduced |
| Geode Capital Management, LLC | 2,123,343 | $55.3M | 0.01% | −162,016−7.1% | Reduced |
| Northern Trust Corp | 1,969,487 | $51.3M | 0.01% | −1,036,616−34.5% | Reduced |
| Royce & Associates LP | 1,910,017 | $49.7M | 0.42% | +101,797+5.6% | Added |
| Dimensional Fund Advisors LP | 1,888,095 | $49.2M | 0.02% | +26,323+1.4% | Added |
| Norges Bank | 1,816,324 | $47.3M | 0.01% | −103,317−5.4% | Reduced |
| Goldman Sachs Group Inc | 1,435,378 | $37.4M | 0.01% | −130,854−8.4% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,120,894 | $29.2M | 0.97% | 00.0% | Unchanged |
| Swedbank AB | 1,057,398 | $27.5M | 0.05% | +5070.0% | Added |
| Morgan Stanley | 1,029,262 | $26.8M | 0.00% | −76,623−6.9% | Reduced |
| HighTower Advisors, LLC | 993,221 | $25.9M | 0.06% | +66,499+7.2% | Added |
| Russell Investments Group, Ltd. | 950,453 | $24.7M | 0.04% | +119,193+14.3% | Added |
| Parametric Portfolio Associates LLC | 863,708 | $22.5M | 0.01% | +27,434+3.3% | Added |
| Invesco Ltd. | 760,911 | $19.8M | 0.01% | −180,446−19.2% | Reduced |
| Principal Financial Group Inc | 748,959 | $19.5M | 0.01% | −131,034−14.9% | Reduced |
| PGGM Investments | 826,520 | $19.5M | 0.10% | 00.0% | Unchanged |
| Boston Partners | 742,064 | $19.4M | 0.02% | +79,782+12.0% | Added |
| American Century Companies Inc | 732,611 | $19.1M | 0.01% | +97,346+15.3% | Added |
| Bank of America Corp | 726,662 | $18.9M | 0.00% | +173,654+31.4% | Added |
| Schroder Investment Management Group | 702,639 | $18.4M | 0.02% | +51,595+7.9% | Added |
| Invenomic Capital Management LP | 823,644 | $17.4M | 2.43% | +319,775+63.5% | Added |
| Peregrine Capital Management LLC | 614,714 | $16.0M | 0.38% | −21,282−3.3% | Reduced |
| JPMorgan Chase & Co | 604,021 | $15.7M | 0.00% | +23,040+4.0% | Added |
| Nuveen Asset Management, LLC | 600,539 | $15.6M | 0.01% | −328,142−35.3% | Reduced |
| Victory Capital Management Inc | 594,441 | $15.5M | 0.02% | +162,618+37.7% | Added |
| NewEdge Wealth, LLC | 584,559 | $15.2M | 0.68% | +98,976+20.4% | Added |
| Lodge Hill Capital, LLC | 500,000 | $13.0M | 6.21% | −200,000−28.6% | Reduced |
| Ameriprise Financial Inc | 445,557 | $11.6M | 0.00% | −48,802−9.9% | Reduced |
| Rhumbline Advisers | 442,754 | $11.5M | 0.01% | −30,054−6.4% | Reduced |
| UBS Group AG | 441,798 | $11.5M | 0.00% | +11,706+2.7% | Added |
| Wells Fargo & Company | 440,502 | $11.5M | 0.00% | −31,324−6.6% | Reduced |
| UBS Asset Management Americas Inc | 427,980 | $11.1M | 0.00% | +14,034+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 421,987 | $11.0M | 0.18% | +41,405+10.9% | Added |
| Swiss National Bank | 415,300 | $10.8M | 0.01% | +23,600+6.0% | Added |
| First Trust Advisors LP | 410,539 | $10.7M | 0.01% | −1,234,554−75.0% | Reduced |
| Miller Value Partners, LLC | 410,000 | $10.7M | 0.41% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 409,016 | $10.7M | 0.01% | +66,509+19.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 403,970 | $10.5M | 0.03% | +36,110+9.8% | Added |
| Sound Income Strategies, LLC | 401,424 | $10.5M | 1.20% | +55,005+15.9% | Added |
| Brandywine Global Investment Management, LLC | 385,191 | $10.0M | 0.07% | +16,466+4.5% | Added |
| SEI Investments Co | 381,607 | $9.84M | 0.02% | −7,884−2.0% | Reduced |
| South Dakota Investment Council | 371,447 | $9.67M | 0.19% | −107,100−22.4% | Reduced |
| Franklin Resources Inc | 358,481 | $9.34M | 0.00% | −947,034−72.5% | Reduced |
| California Public Employees Retirement System | 344,254 | $8.96M | 0.01% | −45,933−11.8% | Reduced |
| Citadel Advisors LLC | 325,154 | $8.47M | 0.01% | +84,609+35.2% | Added |
| Gilman Hill Asset Management, LLC | 324,312 | $8.45M | 1.92% | −6,483−2.0% | Reduced |
| Storebrand Asset Management AS | 321,291 | $8.37M | 0.04% | +4,674+1.5% | Added |
| Legal & General Group Plc | 285,559 | $7.44M | 0.00% | −7,703−2.6% | Reduced |
| American International Group, Inc. | 279,866 | $7.29M | 0.04% | −18,314−6.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 274,946 | $7.16M | 0.02% | +2,939+1.1% | Added |
| Alliancebernstein L.P. | 267,367 | $6.96M | 0.00% | −4,525−1.7% | Reduced |
| Royal Bank of Canada | 257,859 | $6.71M | 0.00% | +33,132+14.7% | Added |
| Teacher Retirement System of Texas | 252,170 | $6.57M | 0.03% | +95,832+61.3% | Added |
| Kestrel Investment Management Corp | 250,150 | $6.51M | 3.08% | −5,500−2.2% | Reduced |
| HRT Financial LP | 239,990 | $6.25M | 0.04% | +175,980+274.9% | Added |
| Financial Counselors Inc | 237,984 | $6.20M | 0.13% | +779+0.3% | Added |
| Ibex Wealth Advisors | 233,886 | $6.09M | 1.17% | +34,497+17.3% | Added |
| New York State Teachers Retirement System | 233,155 | $6.07M | 0.01% | −2,445−1.0% | Reduced |
| New York State Common Retirement Fund | 227,877 | $5.93M | 0.01% | −28,187−11.0% | Reduced |
| California State Teachers Retirement System | 223,153 | $5.81M | 0.01% | −25,111−10.1% | Reduced |
| State Board of Administration of Florida Retirement System | 220,617 | $5.75M | 0.01% | −12,380−5.3% | Reduced |
| Retirement Systems of Alabama | 215,891 | $5.62M | 0.02% | −14,091−6.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 211,722 | $5.51M | 0.11% | +124,792+143.6% | Added |
| Rodgers Brothers Inc. | 189,850 | $4.94M | 0.89% | +26,300+16.1% | Added |
| AQR Capital Management LLC | 169,847 | $4.42M | 0.01% | −263,711−60.8% | Reduced |
| Squarepoint Ops LLC | 165,982 | $4.32M | 0.03% | −118,604−41.7% | Reduced |
| IronBridge Private Wealth, LLC | 159,010 | $4.14M | 2.56% | +159,010 | New |
| Credit Suisse AG | 158,222 | $4.12M | 0.00% | +5,947+3.9% | Added |
| Hussman Strategic Advisors, Inc. | 156,000 | $4.06M | 0.79% | +26,000+20.0% | Added |
| Carolina Wealth Advisors, LLC | 151,218 | $3.94M | 2.49% | +3,270+2.2% | Added |
| Mutual of America Capital Management LLC | 150,048 | $3.91M | 0.04% | −7,065−4.5% | Reduced |
| Seven Eight Capital, LP | 145,624 | $3.79M | 0.51% | +145,624 | New |
| Holocene Advisors, LP | 141,357 | $3.68M | 0.02% | +100,770+248.3% | Added |
| Voloridge Investment Management, LLC | 140,230 | $3.65M | 0.02% | +140,230 | New |
| Manufacturers Life Insurance Company, The | 139,695 | $3.64M | 0.00% | −58,734−29.6% | Reduced |
| Stifel Financial Corp | 132,843 | $3.46M | 0.00% | +772+0.6% | Added |
| Jane Street Group, LLC | 127,981 | $3.33M | 0.01% | +73,564+135.2% | Added |
| Envestnet Asset Management Inc | 122,597 | $3.19M | 0.00% | +999+0.8% | Added |
| Amalgamated Bank | 122,047 | $3.18M | 0.02% | −8,565−6.6% | Reduced |
| Amalgamated Financial Corp. | 122,047 | $3.18M | 0.03% | +122,047 | New |
| Great West Life Assurance Co | 116,912 | $3.13M | 0.01% | +11,067+10.5% | Added |
| Voya Investment Management LLC | 117,927 | $3.07M | 0.01% | −8,485−6.7% | Reduced |
| Texas Permanent School Fund | 116,650 | $3.04M | 0.04% | −10,527−8.3% | Reduced |
| MetLife Investment Management | 112,342 | $2.93M | 0.02% | +27,230+32.0% | Added |
| State of New Jersey Common Pension Fund D | 108,233 | $2.82M | 0.01% | −6,545−5.7% | Reduced |
| Mercer Global Advisors Inc | 105,499 | $2.75M | 0.02% | −8,664−7.6% | Reduced |
| Alaska Permanent Fund Corp | 102,000 | $2.66M | 0.04% | 00.0% | Unchanged |
| AXA S.A. | 101,800 | $2.65M | 0.01% | −47,200−31.7% | Reduced |
| Virginia Retirement Systems Et Al | 101,200 | $2.63M | 0.02% | +11,100+12.3% | Added |