H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Range Financial Group LLC | 97,547 | $2.54M | 1.62% | +3,191+3.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 94,424 | $2.46M | 0.00% | +11,037+13.2% | Added |
| Yousif Capital Management, LLC | 93,526 | $2.44M | 0.03% | −3,655−3.8% | Reduced |
| Toroso Investments, LLC | 93,189 | $2.43M | 0.07% | +56,824+156.3% | Added |
| Roosevelt Investment Group LLC | 92,000 | $2.40M | 0.14% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 91,791 | $2.39M | 0.01% | +2,201+2.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 91,700 | $2.39M | 0.13% | 00.0% | Unchanged |
| Barclays PLC | 91,665 | $2.39M | 0.00% | −42,154−31.5% | Reduced |
| Comerica Bank | 83,223 | $2.33M | 0.02% | −4,016−4.6% | Reduced |
| Price T Rowe Associates Inc | 87,860 | $2.29M | 0.00% | +5,360+6.5% | Added |
| SG Americas Securities, LLC | 87,479 | $2.28M | 0.02% | +47,152+116.9% | Added |
| Man Group plc | 87,325 | $2.27M | 0.01% | +17,128+24.4% | Added |
| Public Employees Retirement System of Ohio | 85,599 | $2.23M | 0.01% | −8,939−9.5% | Reduced |
| Raymond James & Associates | 85,274 | $2.22M | 0.00% | −9,791−10.3% | Reduced |
| Human Investing LLC | 83,398 | $2.17M | 0.48% | −15,145−15.4% | Reduced |
| Seizert Capital Partners, LLC | 81,582 | $2.12M | 0.10% | +67+0.1% | Added |
| Weiss Asset Management LP | 81,337 | $2.12M | 0.05% | +81,337 | New |
| River & Mercantile Asset Management LLP | 80,400 | $2.10M | 0.28% | −12,300−13.3% | Reduced |
| Green Square Capital Advisors LLC | 77,452 | $2.02M | 0.32% | +3,418+4.6% | Added |
| Xcel Wealth Management, LLC | 77,350 | $2.01M | 0.55% | +77,350 | New |
| O'Shares Investment Advisers, LLC | 73,521 | $1.91M | 0.15% | +3,950+5.7% | Added |
| Quantedge Capital Pte Ltd | 73,200 | $1.91M | 0.56% | −21,300−22.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 73,078 | $1.90M | 0.03% | +73,078 | New |
| D. E. Shaw & Co., Inc. | 72,904 | $1.90M | 0.00% | −1,002,991−93.2% | Reduced |
| Round Hill Asset Management | 71,204 | $1.85M | 0.98% | +250+0.4% | Added |
| Alberta Investment Management Corp | 70,389 | $1.83M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 69,994 | $1.82M | 0.00% | +12,167+21.0% | Added |
| Davy Global Fund Management Ltd | 69,767 | $1.82M | 0.30% | −16,088−18.7% | Reduced |
| Nisa Investment Advisors, LLC | 68,870 | $1.79M | 0.01% | +68,870 | New |
| Ensign Peak Advisors, Inc | 67,305 | $1.75M | 0.00% | −2,887−4.1% | Reduced |
| Cubist Systematic Strategies, LLC | 65,749 | $1.71M | 0.01% | +22,434+51.8% | Added |
| Algert Global LLC | 65,285 | $1.70M | 0.11% | +65,285 | New |
| D.A. Davidson & Co. | 64,221 | $1.67M | 0.02% | +4,653+7.8% | Added |
| Auxier Asset Management | 61,302 | $1.60M | 0.25% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 60,706 | $1.58M | 0.82% | +3,097+5.4% | Added |
| Treasurer of the State of North Carolina | 60,682 | $1.58M | 0.01% | −3,060−4.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,302 | $1.57M | 0.02% | +2,073+3.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 59,700 | $1.55M | 0.00% | −94,841−61.4% | Reduced |
| Winton Group Ltd | 59,453 | $1.55M | 0.08% | −22,092−27.1% | Reduced |
| Gabelli Funds LLC | 58,500 | $1.52M | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 56,900 | $1.48M | 1.05% | −1,200−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 56,177 | $1.46M | 0.01% | −1,686−2.9% | Reduced |
| Gsa Capital Partners LLP | 54,932 | $1.43M | 0.19% | −39,429−41.8% | Reduced |
| Rings Capital Management LLC | 53,000 | $1.38M | 0.66% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 52,501 | $1.37M | 0.20% | +52,501 | New |
| BNP Paribas Arbitrage, SA | 52,031 | $1.35M | 0.00% | −127,738−71.1% | Reduced |
| Concorde Asset Management, LLC | 51,877 | $1.35M | 0.90% | +51,877 | New |
| Cairn Investment Group, Inc. | 42,320 | $1.33M | 0.84% | +3,830+10.0% | Added |
| LPL Financial LLC | 49,650 | $1.29M | 0.00% | +509+1.0% | 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 |
| Ceera Investments, LLC | 47,129 | $1.23M | 0.61% | +865+1.9% | Added |
| Huber Capital Management LLC | 46,917 | $1.22M | 0.30% | +1,100+2.4% | Added |
| Louisiana State Employees Retirement System | 43,100 | $1.21M | 0.03% | −2,000−4.4% | Reduced |
| Argyle Capital Management Inc. | 45,950 | $1.20M | 0.39% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 44,925 | $1.17M | 0.09% | −2,167−4.6% | Reduced |
| Macquarie Group Ltd | 44,246 | $1.15M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 43,953 | $1.15M | 0.04% | −3,212−6.8% | Reduced |
| Mork Capital Management, LLC | 43,290 | $1.13M | 1.02% | −21,210−32.9% | Reduced |
| Thrivent Financial for Lutherans | 42,995 | $1.12M | 0.00% | −3,314−7.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 42,036 | $1.09M | 0.01% | +42,036 | New |
| Tectonic Advisors LLC | 41,860 | $1.09M | 0.19% | +7,686+22.5% | Added |
| State of Michigan Retirement System | 41,768 | $1.09M | 0.01% | −2,732−6.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 41,142 | $1.07M | 0.00% | +4,289+11.6% | Added |
| Jump Financial, LLC | 40,831 | $1.06M | 0.05% | +40,831 | New |
| Ritholtz Wealth Management | 40,747 | $1.06M | 0.07% | +19,578+92.5% | Added |
| 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 |
| Harrison & Co Wealth Management, LLC | 39,600 | $1.03M | 0.90% | −779−1.9% | Reduced |
| Paloma Partners Management Co | 39,000 | $1.02M | 0.08% | −1,563−3.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 38,941 | $1.01M | 0.05% | +9,791+33.6% | Added |
| Teza Capital Management LLC | 38,271 | $997.0K | 0.37% | −10,816−22.0% | Reduced |
| Citigroup Inc | 38,045 | $991.0K | 0.00% | −21,313−35.9% | Reduced |
| New Mexico Educational Retirement Board | 38,000 | $990.0K | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 37,193 | $969.0K | 0.00% | −680−1.8% | Reduced |
| Caxton Associates LP | 35,573 | $926.0K | 0.09% | +35,573 | New |
| Balyasny Asset Management LLC | 35,476 | $924.0K | 0.00% | +35,476 | New |
| EHP Funds Inc. | 34,700 | $904.0K | 0.15% | +34,700 | New |
| AGF Investments LLC | 34,445 | $897.0K | 0.07% | +2,215+6.9% | Added |
| M&T Bank Corp | 34,320 | $894.0K | 0.00% | −1,292−3.6% | Reduced |
| CWM Advisors, LLC | 33,977 | $885.0K | 0.10% | +3,284+10.7% | Added |
| United Capital Financial Advisers, LLC | 33,767 | $879.0K | 0.00% | −5,125−13.2% | Reduced |
| Eaton Vance Management | 32,833 | $854.0K | 0.00% | +38+0.1% | Added |
| Bank of Nova Scotia | 32,482 | $846.0K | 0.00% | −7,912−19.6% | Reduced |
| Advisor Group Holdings, Inc. | 29,158 | $843.0K | 0.00% | +335+1.2% | Added |
| Gamco Investors, Inc. Et Al | 32,300 | $841.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 32,249 | $840.0K | 0.00% | −75−0.2% | 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 |
| Edgestream Partners, L.P. | 31,010 | $808.0K | 0.06% | −53,518−63.3% | Reduced |
| Kingsview Wealth Management, LLC | 31,017 | $807.7K | 0.04% | −243−0.8% | Reduced |
| Quinn Opportunity Partners LLC | 31,006 | $807.0K | 0.05% | −159,694−83.7% | Reduced |
| Ashfield Capital Partners, LLC | 30,000 | $781.0K | 0.05% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 29,600 | $771.0K | 0.00% | −30,000−50.3% | Reduced |
| Crawford Investment Counsel Inc | 28,865 | $752.0K | 0.01% | +1,725+6.4% | Added |
| Federated Hermes, Inc. | 28,269 | $737.0K | 0.00% | −1,255−4.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 27,328 | $712.0K | 0.02% | −1,786−6.1% | Reduced |
| Bridgefront Capital, LLC | 26,829 | $699.0K | 0.86% | +26,829 | New |
| Walleye Capital LLC | 26,693 | $695.0K | 0.02% | +26,693 | New |
| Teachers Retirement System of the State of Kentucky | 26,600 | $693.0K | 0.01% | −1,600−5.7% | Reduced |