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 |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 8,160 | $212.0K | 0.10% | +8,160 | New |
| Glenmede Trust Co NA | 8,230 | $213.0K | 0.00% | +8,230 | New |
| Freestone Capital Holdings, LLC | 8,297 | $216.0K | 0.01% | +8,297 | New |
| Virtu Financial LLC | 8,318 | $217.0K | 0.02% | +8,318 | New |
| RSM US Wealth Management LLC | 8,379 | $220.0K | 0.01% | −5,128−38.0% | Reduced |
| Millennium Management LLC | 8,510 | $222.0K | 0.00% | −19,549−69.7% | Reduced |
| Wedge Capital Management L L P | 8,507 | $222.0K | 0.00% | −240−2.7% | Reduced |
| Utah Retirement Systems | 8,700 | $227.0K | 0.00% | −500−5.4% | Reduced |
| Simplex Trading, LLC | 8,892 | $231.0K | 0.01% | −60,280−87.1% | Reduced |
| Bridgewater Associates, LP | 8,943 | $233.0K | 0.00% | +8,943 | New |
| Bessemer Group Inc | 8,994 | $234.0K | 0.00% | −169−1.8% | Reduced |
| Boston Family Office LLC | 9,000 | $234.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,030 | $235.0K | 0.00% | −1,391−13.3% | Reduced |
| Shelton Capital Management | 9,215 | $240.0K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 10,338 | $244.0K | 0.27% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,521 | $248.0K | 0.00% | +186+2.0% | Added |
| Ergoteles LLC | 9,638 | $251.0K | 0.01% | +9,638 | New |
| First Citizens Bank & Trust Co | 9,689 | $252.0K | 0.01% | +9,689 | New |
| Tocqueville Asset Management L.P. | 9,717 | $253.0K | 0.00% | +9,717 | New |
| Ontario Teachers Pension Plan Board | 9,996 | $260.0K | 0.00% | +9,996 | New |
| Profund Advisors LLC | 10,092 | $263.0K | 0.01% | +86+0.9% | Added |
| Meeder Asset Management Inc | 10,242 | $267.0K | 0.01% | +10,237+204,740.0% | Added |
| Resources Investment Advisors, LLC. | 10,286 | $268.0K | 0.01% | +10,286 | New |
| Capital Advisory Group Advisory Services, LLC | 10,572 | $275.0K | 0.13% | +126+1.2% | Added |
| Agf Investments Inc. | 10,647 | $277.0K | 0.00% | −3,191−23.1% | Reduced |
| Allworth Financial LP | 10,860 | $283.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,980 | $286.0K | 0.00% | +1,665+17.9% | Added |
| Latitude Advisors, LLC | 11,467 | $299.0K | 0.07% | +11,467 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $302.0K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 11,630 | $303.0K | 0.02% | −1,072−8.4% | Reduced |
| One Wealth Advisors, LLC | 11,650 | $303.0K | 0.07% | +1,401+13.7% | Added |
| Bokf, NA | 11,778 | $307.0K | 0.01% | −8,995−43.3% | Reduced |
| Brown Advisory Inc | 11,882 | $309.0K | 0.00% | +969+8.9% | Added |
| Truist Financial Corp | 12,462 | $325.0K | 0.00% | +1,119+9.9% | Added |
| Pictet Asset Management SA | 12,462 | $325.0K | 0.00% | +1,525+13.9% | Added |
| State of Wisconsin Investment Board | 12,508 | $326.0K | 0.00% | −9,171−42.3% | Reduced |
| Prudential Financial Inc | 12,509 | $326.0K | 0.00% | −1,932−13.4% | Reduced |
| Essex Financial Services, Inc. | 12,690 | $330.0K | 0.03% | +1,255+11.0% | Added |
| Maryland State Retirement & Pension System | 12,734 | $332.0K | 0.01% | −1,916−13.1% | Reduced |
| Ci Investments Inc. | 12,979 | $338.0K | 0.00% | −2,499−16.1% | Reduced |
| ProShare Advisors LLC | 13,191 | $344.0K | 0.00% | −3,571−21.3% | Reduced |
| Bartlett & Co. LLC | 13,200 | $346.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,200 | $347.3K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 13,540 | $353.0K | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 13,970 | $364.0K | 0.08% | +13,970 | New |
| Chicago Trust Co NA | 14,500 | $378.0K | 0.08% | 00.0% | Unchanged |
| Argent Trust Co | 14,720 | $382.0K | 0.02% | +14,720 | New |
| Securian Asset Management, Inc | 14,763 | $384.0K | 0.01% | −967−6.1% | Reduced |
| Legacy Bridge, LLC | 14,785 | $385.0K | 0.22% | 00.0% | Unchanged |
| Guardian Investment Management | 15,000 | $391.0K | 0.30% | +15,000 | New |
| RBF Capital, LLC | 15,000 | $393.0K | 0.03% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 15,079 | $393.0K | 0.06% | +331+2.2% | Added |
| Quent Capital, LLC | 15,193 | $396.0K | 0.07% | +13,035+604.0% | Added |
| MSH Capital Advisors LLC | 15,350 | $399.7K | 0.16% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 15,731 | $410.0K | 0.01% | +15,731 | New |
| The PNC Financial Services Group, Inc. | 15,801 | $411.0K | 0.00% | −91−0.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,881 | $414.0K | 0.11% | −1,600−9.2% | Reduced |
| Rockland Trust Co | 16,666 | $434.0K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,692 | $435.0K | 0.00% | +7,757+86.8% | Added |
| Graham Capital Management, L.P. | 16,771 | $436.0K | 0.02% | +16,771 | New |
| DekaBank Deutsche Girozentrale | 16,789 | $440.0K | 0.00% | −135,110−88.9% | Reduced |
| AdvisorNet Financial, Inc | 17,041 | $444.0K | 0.03% | +4,280+33.5% | Added |
| Scotia Capital Inc. | 17,089 | $445.0K | 0.00% | +22+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,538 | $457.0K | 0.00% | −1,219−6.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 18,000 | $469.0K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 18,000 | $469.0K | 0.06% | 00.0% | Unchanged |
| AE Wealth Management LLC | 19,622 | $511.0K | 0.00% | −11,580−37.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 19,763 | $515.0K | 0.14% | +19,763 | New |
| Handelsbanken Fonder AB | 20,000 | $521.0K | 0.00% | −13,600−40.5% | Reduced |
| V Wealth Advisors LLC | 20,500 | $534.0K | 0.09% | −1,300−6.0% | Reduced |
| Park Circle Co | 20,800 | $542.0K | 0.45% | 00.0% | Unchanged |
| Fort, L.P. | 20,872 | $544.0K | 0.21% | −2,148−9.3% | Reduced |
| Cetera Investment Advisers | 21,603 | $563.0K | 0.01% | +2,424+12.6% | Added |
| US Bancorp | 22,110 | $575.0K | 0.00% | −2,000−8.3% | Reduced |
| OmniStar Financial Group, Inc. | 22,519 | $586.0K | 0.58% | +578+2.6% | Added |
| Mariner, LLC | 22,632 | $589.0K | 0.00% | +509+2.3% | Added |
| Archer Investment Corp | 22,800 | $594.4K | 0.21% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 23,084 | $601.0K | 0.01% | −73,030−76.0% | Reduced |
| State of Alaska, Department of Revenue | 23,488 | $611.0K | 0.01% | −1,935−7.6% | Reduced |
| HSBC Holdings PLC | 23,678 | $621.0K | 0.00% | −62,807−72.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,900 | $622.0K | 0.00% | −1,470−5.8% | Reduced |
| Public Employees Retirement Association of Colorado | 23,970 | $624.0K | 0.00% | −5,937−19.9% | Reduced |
| Wealthfront Advisers LLC | 24,635 | $641.0K | 0.00% | −1,800−6.8% | Reduced |
| Eagle Harbor Asset Management Inc | 24,950 | $649.7K | 0.84% | −102−0.4% | Reduced |
| TSP Capital Management Group, LLC | – | $651.0K | 0.22% | – | – |
| Bank of Montreal | 24,941 | $653.0K | 0.00% | +253+1.0% | Added |
| Teachers Retirement System of the State of Kentucky | 26,600 | $693.0K | 0.01% | −1,600−5.7% | Reduced |
| Walleye Capital LLC | 26,693 | $695.0K | 0.02% | +26,693 | New |
| Bridgefront Capital, LLC | 26,829 | $699.0K | 0.86% | +26,829 | New |
| Northwestern Mutual Investment Management Company, LLC | 27,328 | $712.0K | 0.02% | −1,786−6.1% | Reduced |
| Federated Hermes, Inc. | 28,269 | $737.0K | 0.00% | −1,255−4.3% | Reduced |
| Crawford Investment Counsel Inc | 28,865 | $752.0K | 0.01% | +1,725+6.4% | Added |
| NN Investment Partners Holdings N.V. | 29,600 | $771.0K | 0.00% | −30,000−50.3% | Reduced |
| Ashfield Capital Partners, LLC | 30,000 | $781.0K | 0.05% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 31,006 | $807.0K | 0.05% | −159,694−83.7% | Reduced |
| Kingsview Wealth Management, LLC | 31,017 | $807.7K | 0.04% | −243−0.8% | Reduced |
| Edgestream Partners, L.P. | 31,010 | $808.0K | 0.06% | −53,518−63.3% | Reduced |
| Xponance, Inc. | 31,953 | $832.0K | 0.01% | −1,650−4.9% | Reduced |
| Creative Planning | 31,959 | $832.0K | 0.00% | +1,252+4.1% | Added |
| Deutsche Bank AG | 32,249 | $840.0K | 0.00% | −75−0.2% | Reduced |