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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 32,300 | $841.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 29,158 | $843.0K | 0.00% | +335+1.2% | Added |
| Bank of Nova Scotia | 32,482 | $846.0K | 0.00% | −7,912−19.6% | Reduced |
| Eaton Vance Management | 32,833 | $854.0K | 0.00% | +38+0.1% | Added |
| United Capital Financial Advisers, LLC | 33,767 | $879.0K | 0.00% | −5,125−13.2% | Reduced |
| CWM Advisors, LLC | 33,977 | $885.0K | 0.10% | +3,284+10.7% | Added |
| M&T Bank Corp | 34,320 | $894.0K | 0.00% | −1,292−3.6% | Reduced |
| AGF Investments LLC | 34,445 | $897.0K | 0.07% | +2,215+6.9% | Added |
| EHP Funds Inc. | 34,700 | $904.0K | 0.15% | +34,700 | New |
| Balyasny Asset Management LLC | 35,476 | $924.0K | 0.00% | +35,476 | New |
| Caxton Associates LP | 35,573 | $926.0K | 0.09% | +35,573 | New |
| Janus Henderson Group PLC | 37,193 | $969.0K | 0.00% | −680−1.8% | Reduced |
| New Mexico Educational Retirement Board | 38,000 | $990.0K | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 38,045 | $991.0K | 0.00% | −21,313−35.9% | Reduced |
| Teza Capital Management LLC | 38,271 | $997.0K | 0.37% | −10,816−22.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 38,941 | $1.01M | 0.05% | +9,791+33.6% | Added |
| Paloma Partners Management Co | 39,000 | $1.02M | 0.08% | −1,563−3.9% | Reduced |
| Harrison & Co Wealth Management, LLC | 39,600 | $1.03M | 0.90% | −779−1.9% | Reduced |
| Engineers Gate Manager LP | 40,267 | $1.05M | 0.04% | −13,881−25.6% | Reduced |
| Commerce Bank | 40,287 | $1.05M | 0.01% | +62+0.2% | Added |
| Ritholtz Wealth Management | 40,747 | $1.06M | 0.07% | +19,578+92.5% | Added |
| Jump Financial, LLC | 40,831 | $1.06M | 0.05% | +40,831 | New |
| Mirae Asset Global Investments Co., Ltd. | 41,142 | $1.07M | 0.00% | +4,289+11.6% | Added |
| State of Michigan Retirement System | 41,768 | $1.09M | 0.01% | −2,732−6.1% | Reduced |
| Tectonic Advisors LLC | 41,860 | $1.09M | 0.19% | +7,686+22.5% | Added |
| Schonfeld Strategic Advisors LLC | 42,036 | $1.09M | 0.01% | +42,036 | New |
| Thrivent Financial for Lutherans | 42,995 | $1.12M | 0.00% | −3,314−7.2% | Reduced |
| Mork Capital Management, LLC | 43,290 | $1.13M | 1.02% | −21,210−32.9% | Reduced |
| Ameritas Investment Partners, Inc. | 43,953 | $1.15M | 0.04% | −3,212−6.8% | Reduced |
| Macquarie Group Ltd | 44,246 | $1.15M | 0.00% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 44,925 | $1.17M | 0.09% | −2,167−4.6% | Reduced |
| Argyle Capital Management Inc. | 45,950 | $1.20M | 0.39% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 43,100 | $1.21M | 0.03% | −2,000−4.4% | Reduced |
| Huber Capital Management LLC | 46,917 | $1.22M | 0.30% | +1,100+2.4% | Added |
| Ceera Investments, LLC | 47,129 | $1.23M | 0.61% | +865+1.9% | Added |
| Commonwealth Equity Services, LLC | 47,479 | $1.24M | 0.00% | −4,911−9.4% | Reduced |
| Arizona State Retirement System | 47,475 | $1.24M | 0.01% | −448−0.9% | Reduced |
| LPL Financial LLC | 49,650 | $1.29M | 0.00% | +509+1.0% | Added |
| Cairn Investment Group, Inc. | 42,320 | $1.33M | 0.84% | +3,830+10.0% | Added |
| Concorde Asset Management, LLC | 51,877 | $1.35M | 0.90% | +51,877 | New |
| BNP Paribas Arbitrage, SA | 52,031 | $1.35M | 0.00% | −127,738−71.1% | Reduced |
| Redwood Investment Management, LLC | 52,501 | $1.37M | 0.20% | +52,501 | New |
| Rings Capital Management LLC | 53,000 | $1.38M | 0.66% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 54,932 | $1.43M | 0.19% | −39,429−41.8% | Reduced |
| Oregon Public Employees Retirement Fund | 56,177 | $1.46M | 0.01% | −1,686−2.9% | Reduced |
| Barnett & Company, Inc. | 56,900 | $1.48M | 1.05% | −1,200−2.1% | Reduced |
| Gabelli Funds LLC | 58,500 | $1.52M | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 59,453 | $1.55M | 0.08% | −22,092−27.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 59,700 | $1.55M | 0.00% | −94,841−61.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,302 | $1.57M | 0.02% | +2,073+3.6% | Added |
| Treasurer of the State of North Carolina | 60,682 | $1.58M | 0.01% | −3,060−4.8% | Reduced |
| Convergence Investment Partners, LLC | 60,706 | $1.58M | 0.82% | +3,097+5.4% | Added |
| Auxier Asset Management | 61,302 | $1.60M | 0.25% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 64,221 | $1.67M | 0.02% | +4,653+7.8% | Added |
| Algert Global LLC | 65,285 | $1.70M | 0.11% | +65,285 | New |
| Cubist Systematic Strategies, LLC | 65,749 | $1.71M | 0.01% | +22,434+51.8% | Added |
| Ensign Peak Advisors, Inc | 67,305 | $1.75M | 0.00% | −2,887−4.1% | Reduced |
| Nisa Investment Advisors, LLC | 68,870 | $1.79M | 0.01% | +68,870 | New |
| Davy Global Fund Management Ltd | 69,767 | $1.82M | 0.30% | −16,088−18.7% | Reduced |
| Susquehanna International Group, LLP | 69,994 | $1.82M | 0.00% | +12,167+21.0% | Added |
| Alberta Investment Management Corp | 70,389 | $1.83M | 0.01% | 00.0% | Unchanged |
| Round Hill Asset Management | 71,204 | $1.85M | 0.98% | +250+0.4% | Added |
| D. E. Shaw & Co., Inc. | 72,904 | $1.90M | 0.00% | −1,002,991−93.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 73,078 | $1.90M | 0.03% | +73,078 | New |
| Quantedge Capital Pte Ltd | 73,200 | $1.91M | 0.56% | −21,300−22.5% | Reduced |
| O'Shares Investment Advisers, LLC | 73,521 | $1.91M | 0.15% | +3,950+5.7% | Added |
| Xcel Wealth Management, LLC | 77,350 | $2.01M | 0.55% | +77,350 | New |
| Green Square Capital Advisors LLC | 77,452 | $2.02M | 0.32% | +3,418+4.6% | Added |
| River & Mercantile Asset Management LLP | 80,400 | $2.10M | 0.28% | −12,300−13.3% | Reduced |
| Weiss Asset Management LP | 81,337 | $2.12M | 0.05% | +81,337 | New |
| Seizert Capital Partners, LLC | 81,582 | $2.12M | 0.10% | +67+0.1% | Added |
| Human Investing LLC | 83,398 | $2.17M | 0.48% | −15,145−15.4% | Reduced |
| Raymond James & Associates | 85,274 | $2.22M | 0.00% | −9,791−10.3% | Reduced |
| Public Employees Retirement System of Ohio | 85,599 | $2.23M | 0.01% | −8,939−9.5% | Reduced |
| Man Group plc | 87,325 | $2.27M | 0.01% | +17,128+24.4% | Added |
| SG Americas Securities, LLC | 87,479 | $2.28M | 0.02% | +47,152+116.9% | Added |
| Price T Rowe Associates Inc | 87,860 | $2.29M | 0.00% | +5,360+6.5% | Added |
| Comerica Bank | 83,223 | $2.33M | 0.02% | −4,016−4.6% | Reduced |
| Barclays PLC | 91,665 | $2.39M | 0.00% | −42,154−31.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 91,700 | $2.39M | 0.13% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 91,791 | $2.39M | 0.01% | +2,201+2.5% | Added |
| Roosevelt Investment Group LLC | 92,000 | $2.40M | 0.14% | 00.0% | Unchanged |
| Toroso Investments, LLC | 93,189 | $2.43M | 0.07% | +56,824+156.3% | Added |
| Yousif Capital Management, LLC | 93,526 | $2.44M | 0.03% | −3,655−3.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 94,424 | $2.46M | 0.00% | +11,037+13.2% | Added |
| Range Financial Group LLC | 97,547 | $2.54M | 1.62% | +3,191+3.4% | Added |
| Virginia Retirement Systems Et Al | 101,200 | $2.63M | 0.02% | +11,100+12.3% | Added |
| AXA S.A. | 101,800 | $2.65M | 0.01% | −47,200−31.7% | Reduced |
| Alaska Permanent Fund Corp | 102,000 | $2.66M | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 105,499 | $2.75M | 0.02% | −8,664−7.6% | Reduced |
| State of New Jersey Common Pension Fund D | 108,233 | $2.82M | 0.01% | −6,545−5.7% | Reduced |
| MetLife Investment Management | 112,342 | $2.93M | 0.02% | +27,230+32.0% | Added |
| Texas Permanent School Fund | 116,650 | $3.04M | 0.04% | −10,527−8.3% | Reduced |
| Voya Investment Management LLC | 117,927 | $3.07M | 0.01% | −8,485−6.7% | Reduced |
| Great West Life Assurance Co | 116,912 | $3.13M | 0.01% | +11,067+10.5% | 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 |
| Envestnet Asset Management Inc | 122,597 | $3.19M | 0.00% | +999+0.8% | Added |
| Jane Street Group, LLC | 127,981 | $3.33M | 0.01% | +73,564+135.2% | Added |
| Stifel Financial Corp | 132,843 | $3.46M | 0.00% | +772+0.6% | Added |