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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 139,695 | $3.64M | 0.00% | −58,734−29.6% | Reduced |
| Voloridge Investment Management, LLC | 140,230 | $3.65M | 0.02% | +140,230 | New |
| Holocene Advisors, LP | 141,357 | $3.68M | 0.02% | +100,770+248.3% | Added |
| Seven Eight Capital, LP | 145,624 | $3.79M | 0.51% | +145,624 | New |
| Mutual of America Capital Management LLC | 150,048 | $3.91M | 0.04% | −7,065−4.5% | Reduced |
| Carolina Wealth Advisors, LLC | 151,218 | $3.94M | 2.49% | +3,270+2.2% | Added |
| Hussman Strategic Advisors, Inc. | 156,000 | $4.06M | 0.79% | +26,000+20.0% | Added |
| Credit Suisse AG | 158,222 | $4.12M | 0.00% | +5,947+3.9% | Added |
| IronBridge Private Wealth, LLC | 159,010 | $4.14M | 2.56% | +159,010 | New |
| Squarepoint Ops LLC | 165,982 | $4.32M | 0.03% | −118,604−41.7% | Reduced |
| AQR Capital Management LLC | 169,847 | $4.42M | 0.01% | −263,711−60.8% | Reduced |
| Rodgers Brothers Inc. | 189,850 | $4.94M | 0.89% | +26,300+16.1% | Added |
| Susquehanna Fundamental Investments, LLC | 211,722 | $5.51M | 0.11% | +124,792+143.6% | Added |
| Retirement Systems of Alabama | 215,891 | $5.62M | 0.02% | −14,091−6.1% | Reduced |
| State Board of Administration of Florida Retirement System | 220,617 | $5.75M | 0.01% | −12,380−5.3% | Reduced |
| California State Teachers Retirement System | 223,153 | $5.81M | 0.01% | −25,111−10.1% | Reduced |
| New York State Common Retirement Fund | 227,877 | $5.93M | 0.01% | −28,187−11.0% | Reduced |
| New York State Teachers Retirement System | 233,155 | $6.07M | 0.01% | −2,445−1.0% | Reduced |
| Ibex Wealth Advisors | 233,886 | $6.09M | 1.17% | +34,497+17.3% | Added |
| Financial Counselors Inc | 237,984 | $6.20M | 0.13% | +779+0.3% | Added |
| HRT Financial LP | 239,990 | $6.25M | 0.04% | +175,980+274.9% | Added |
| Kestrel Investment Management Corp | 250,150 | $6.51M | 3.08% | −5,500−2.2% | Reduced |
| Teacher Retirement System of Texas | 252,170 | $6.57M | 0.03% | +95,832+61.3% | Added |
| Royal Bank of Canada | 257,859 | $6.71M | 0.00% | +33,132+14.7% | Added |
| Alliancebernstein L.P. | 267,367 | $6.96M | 0.00% | −4,525−1.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 274,946 | $7.16M | 0.02% | +2,939+1.1% | Added |
| American International Group, Inc. | 279,866 | $7.29M | 0.04% | −18,314−6.1% | Reduced |
| Legal & General Group Plc | 285,559 | $7.44M | 0.00% | −7,703−2.6% | Reduced |
| Storebrand Asset Management AS | 321,291 | $8.37M | 0.04% | +4,674+1.5% | Added |
| Gilman Hill Asset Management, LLC | 324,312 | $8.45M | 1.92% | −6,483−2.0% | Reduced |
| Citadel Advisors LLC | 325,154 | $8.47M | 0.01% | +84,609+35.2% | Added |
| California Public Employees Retirement System | 344,254 | $8.96M | 0.01% | −45,933−11.8% | Reduced |
| Franklin Resources Inc | 358,481 | $9.34M | 0.00% | −947,034−72.5% | Reduced |
| South Dakota Investment Council | 371,447 | $9.67M | 0.19% | −107,100−22.4% | Reduced |
| SEI Investments Co | 381,607 | $9.84M | 0.02% | −7,884−2.0% | Reduced |
| Brandywine Global Investment Management, LLC | 385,191 | $10.0M | 0.07% | +16,466+4.5% | Added |
| Sound Income Strategies, LLC | 401,424 | $10.5M | 1.20% | +55,005+15.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 403,970 | $10.5M | 0.03% | +36,110+9.8% | Added |
| Allspring Global Investments Holdings, LLC | 409,016 | $10.7M | 0.01% | +66,509+19.4% | Added |
| Miller Value Partners, LLC | 410,000 | $10.7M | 0.41% | 00.0% | Unchanged |
| First Trust Advisors LP | 410,539 | $10.7M | 0.01% | −1,234,554−75.0% | Reduced |
| Swiss National Bank | 415,300 | $10.8M | 0.01% | +23,600+6.0% | Added |
| O'Shaughnessy Asset Management, LLC | 421,987 | $11.0M | 0.18% | +41,405+10.9% | Added |
| UBS Asset Management Americas Inc | 427,980 | $11.1M | 0.00% | +14,034+3.4% | Added |
| Wells Fargo & Company | 440,502 | $11.5M | 0.00% | −31,324−6.6% | Reduced |
| UBS Group AG | 441,798 | $11.5M | 0.00% | +11,706+2.7% | Added |
| Rhumbline Advisers | 442,754 | $11.5M | 0.01% | −30,054−6.4% | Reduced |
| Ameriprise Financial Inc | 445,557 | $11.6M | 0.00% | −48,802−9.9% | Reduced |
| Lodge Hill Capital, LLC | 500,000 | $13.0M | 6.21% | −200,000−28.6% | Reduced |
| NewEdge Wealth, LLC | 584,559 | $15.2M | 0.68% | +98,976+20.4% | Added |
| Victory Capital Management Inc | 594,441 | $15.5M | 0.02% | +162,618+37.7% | Added |
| Nuveen Asset Management, LLC | 600,539 | $15.6M | 0.01% | −328,142−35.3% | Reduced |
| JPMorgan Chase & Co | 604,021 | $15.7M | 0.00% | +23,040+4.0% | Added |
| Peregrine Capital Management LLC | 614,714 | $16.0M | 0.38% | −21,282−3.3% | Reduced |
| Invenomic Capital Management LP | 823,644 | $17.4M | 2.43% | +319,775+63.5% | Added |
| Schroder Investment Management Group | 702,639 | $18.4M | 0.02% | +51,595+7.9% | Added |
| Bank of America Corp | 726,662 | $18.9M | 0.00% | +173,654+31.4% | Added |
| American Century Companies Inc | 732,611 | $19.1M | 0.01% | +97,346+15.3% | Added |
| Boston Partners | 742,064 | $19.4M | 0.02% | +79,782+12.0% | Added |
| PGGM Investments | 826,520 | $19.5M | 0.10% | 00.0% | Unchanged |
| Principal Financial Group Inc | 748,959 | $19.5M | 0.01% | −131,034−14.9% | Reduced |
| Invesco Ltd. | 760,911 | $19.8M | 0.01% | −180,446−19.2% | Reduced |
| Parametric Portfolio Associates LLC | 863,708 | $22.5M | 0.01% | +27,434+3.3% | Added |
| Russell Investments Group, Ltd. | 950,453 | $24.7M | 0.04% | +119,193+14.3% | Added |
| HighTower Advisors, LLC | 993,221 | $25.9M | 0.06% | +66,499+7.2% | Added |
| Morgan Stanley | 1,029,262 | $26.8M | 0.00% | −76,623−6.9% | Reduced |
| Swedbank AB | 1,057,398 | $27.5M | 0.05% | +5070.0% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,120,894 | $29.2M | 0.97% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,435,378 | $37.4M | 0.01% | −130,854−8.4% | Reduced |
| Norges Bank | 1,816,324 | $47.3M | 0.01% | −103,317−5.4% | Reduced |
| Dimensional Fund Advisors LP | 1,888,095 | $49.2M | 0.02% | +26,323+1.4% | Added |
| Royce & Associates LP | 1,910,017 | $49.7M | 0.42% | +101,797+5.6% | Added |
| Northern Trust Corp | 1,969,487 | $51.3M | 0.01% | −1,036,616−34.5% | Reduced |
| Geode Capital Management, LLC | 2,123,343 | $55.3M | 0.01% | −162,016−7.1% | Reduced |
| LSV Asset Management | 2,373,015 | $61.8M | 0.11% | −22,285−0.9% | Reduced |
| Bank of New York Mellon Corp | 2,538,713 | $66.1M | 0.01% | −60,327−2.3% | Reduced |
| Wellington Management Group LLP | 2,584,659 | $67.3M | 0.01% | −53,114−2.0% | Reduced |
| Artisan Partners Limited Partnership | 2,592,017 | $67.5M | 0.09% | −138,639−5.1% | Reduced |
| Charles Schwab Investment Management Inc | 2,969,445 | $77.3M | 0.02% | +1,933,031+186.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,625,429 | $94.4M | 0.56% | −15,695−0.4% | Reduced |
| Lazard Asset Management LLC | 5,944,998 | $154.8M | 0.18% | +40,977+0.7% | Added |
| State Street Corp | 7,889,986 | $207.4M | 0.01% | +961,159+13.9% | Added |
| FMR LLC | 8,090,405 | $210.7M | 0.02% | +8,085,933+180,812.5% | Added |
| Jupiter Asset Management Ltd | 11,063,218 | $288.1M | 3.42% | −24,804−0.2% | Reduced |
| Vanguard Group Inc | 20,456,859 | $532.7M | 0.01% | −3,995,559−16.3% | Reduced |
| BlackRock Inc. | 20,725,678 | $539.7M | 0.01% | −1,933,849−8.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 434,775 | – | – | +424,597+4,171.7% | Added |
| Franchise Capital Ltd | 51,356 | – | – | +51,356 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,026,061−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −893,359−100.0% | Sold out |
| Fidelity National Financial, Inc. | 0 | $0 | 0.00% | −636,854−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −592,130−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −478,238−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −236,900−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −195,000−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −174,798−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −123,958−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −110,894−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −108,796−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −97,368−100.0% | Sold out |