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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −95,321−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −50,552−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −47,113−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −42,753−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −39,864−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −38,019−100.0% | Sold out |
| Prairiewood Capital, LLC | 0 | $0 | 0.00% | −35,533−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −35,108−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −35,116−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −31,097−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −30,608−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −29,708−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −29,038−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −28,614−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −26,022−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −24,524−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −23,528−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −23,497−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −23,144−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −23,091−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −22,313−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −21,021−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −18,559−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −18,079−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,816−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,354−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −14,280−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −13,460−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −12,307−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,988−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,810−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −9,169−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −8,884−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −8,826−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −8,322−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,880−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Tradewinds, LLC. | – | – | – | – | Not filed |
| 6 Meridian | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |