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 |
|---|---|---|---|---|---|
| Bank of Montreal | 24,941 | $653.0K | 0.00% | +253+1.0% | Added |
| TSP Capital Management Group, LLC | – | $651.0K | 0.22% | – | – |
| Eagle Harbor Asset Management Inc | 24,950 | $649.7K | 0.84% | −102−0.4% | Reduced |
| Wealthfront Advisers LLC | 24,635 | $641.0K | 0.00% | −1,800−6.8% | Reduced |
| Public Employees Retirement Association of Colorado | 23,970 | $624.0K | 0.00% | −5,937−19.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,900 | $622.0K | 0.00% | −1,470−5.8% | Reduced |
| HSBC Holdings PLC | 23,678 | $621.0K | 0.00% | −62,807−72.6% | Reduced |
| State of Alaska, Department of Revenue | 23,488 | $611.0K | 0.01% | −1,935−7.6% | Reduced |
| Crossmark Global Holdings, Inc. | 23,084 | $601.0K | 0.01% | −73,030−76.0% | Reduced |
| Archer Investment Corp | 22,800 | $594.4K | 0.21% | 00.0% | Unchanged |
| Mariner, LLC | 22,632 | $589.0K | 0.00% | +509+2.3% | Added |
| OmniStar Financial Group, Inc. | 22,519 | $586.0K | 0.58% | +578+2.6% | Added |
| US Bancorp | 22,110 | $575.0K | 0.00% | −2,000−8.3% | Reduced |
| Cetera Investment Advisers | 21,603 | $563.0K | 0.01% | +2,424+12.6% | Added |
| Fort, L.P. | 20,872 | $544.0K | 0.21% | −2,148−9.3% | Reduced |
| Park Circle Co | 20,800 | $542.0K | 0.45% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 20,500 | $534.0K | 0.09% | −1,300−6.0% | Reduced |
| Handelsbanken Fonder AB | 20,000 | $521.0K | 0.00% | −13,600−40.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 19,763 | $515.0K | 0.14% | +19,763 | New |
| AE Wealth Management LLC | 19,622 | $511.0K | 0.00% | −11,580−37.1% | 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 |
| Cambridge Investment Research Advisors, Inc. | 17,538 | $457.0K | 0.00% | −1,219−6.5% | Reduced |
| Scotia Capital Inc. | 17,089 | $445.0K | 0.00% | +22+0.1% | Added |
| AdvisorNet Financial, Inc | 17,041 | $444.0K | 0.03% | +4,280+33.5% | Added |
| DekaBank Deutsche Girozentrale | 16,789 | $440.0K | 0.00% | −135,110−88.9% | Reduced |
| Graham Capital Management, L.P. | 16,771 | $436.0K | 0.02% | +16,771 | New |
| MML Investors Services, LLC | 16,692 | $435.0K | 0.00% | +7,757+86.8% | Added |
| Rockland Trust Co | 16,666 | $434.0K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 15,881 | $414.0K | 0.11% | −1,600−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 15,801 | $411.0K | 0.00% | −91−0.6% | Reduced |
| IndexIQ Advisors LLC | 15,731 | $410.0K | 0.01% | +15,731 | New |
| MSH Capital Advisors LLC | 15,350 | $399.7K | 0.16% | 00.0% | Unchanged |
| Quent Capital, LLC | 15,193 | $396.0K | 0.07% | +13,035+604.0% | Added |
| 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 |
| Guardian Investment Management | 15,000 | $391.0K | 0.30% | +15,000 | New |
| Legacy Bridge, LLC | 14,785 | $385.0K | 0.22% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 14,763 | $384.0K | 0.01% | −967−6.1% | Reduced |
| Argent Trust Co | 14,720 | $382.0K | 0.02% | +14,720 | New |
| Chicago Trust Co NA | 14,500 | $378.0K | 0.08% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 13,970 | $364.0K | 0.08% | +13,970 | New |
| Principle Wealth Partners LLC | 13,540 | $353.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,200 | $347.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13,200 | $346.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,191 | $344.0K | 0.00% | −3,571−21.3% | Reduced |
| Ci Investments Inc. | 12,979 | $338.0K | 0.00% | −2,499−16.1% | Reduced |
| Maryland State Retirement & Pension System | 12,734 | $332.0K | 0.01% | −1,916−13.1% | Reduced |
| Essex Financial Services, Inc. | 12,690 | $330.0K | 0.03% | +1,255+11.0% | 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 |
| 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 |
| Brown Advisory Inc | 11,882 | $309.0K | 0.00% | +969+8.9% | Added |
| Bokf, NA | 11,778 | $307.0K | 0.01% | −8,995−43.3% | Reduced |
| 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $302.0K | 0.02% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 11,467 | $299.0K | 0.07% | +11,467 | New |
| Baird Financial Group, Inc. | 10,980 | $286.0K | 0.00% | +1,665+17.9% | Added |
| Allworth Financial LP | 10,860 | $283.0K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 10,647 | $277.0K | 0.00% | −3,191−23.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,572 | $275.0K | 0.13% | +126+1.2% | Added |
| Resources Investment Advisors, LLC. | 10,286 | $268.0K | 0.01% | +10,286 | New |
| Meeder Asset Management Inc | 10,242 | $267.0K | 0.01% | +10,237+204,740.0% | Added |
| Profund Advisors LLC | 10,092 | $263.0K | 0.01% | +86+0.9% | Added |
| Ontario Teachers Pension Plan Board | 9,996 | $260.0K | 0.00% | +9,996 | New |
| Tocqueville Asset Management L.P. | 9,717 | $253.0K | 0.00% | +9,717 | New |
| First Citizens Bank & Trust Co | 9,689 | $252.0K | 0.01% | +9,689 | New |
| Ergoteles LLC | 9,638 | $251.0K | 0.01% | +9,638 | New |
| Fifth Third Bancorp | 9,521 | $248.0K | 0.00% | +186+2.0% | Added |
| 1620 Investment Advisors, Inc. | 10,338 | $244.0K | 0.27% | 00.0% | Unchanged |
| Shelton Capital Management | 9,215 | $240.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,030 | $235.0K | 0.00% | −1,391−13.3% | Reduced |
| 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 |
| Bridgewater Associates, LP | 8,943 | $233.0K | 0.00% | +8,943 | New |
| Simplex Trading, LLC | 8,892 | $231.0K | 0.01% | −60,280−87.1% | Reduced |
| Utah Retirement Systems | 8,700 | $227.0K | 0.00% | −500−5.4% | 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 |
| RSM US Wealth Management LLC | 8,379 | $220.0K | 0.01% | −5,128−38.0% | Reduced |
| Virtu Financial LLC | 8,318 | $217.0K | 0.02% | +8,318 | New |
| Freestone Capital Holdings, LLC | 8,297 | $216.0K | 0.01% | +8,297 | New |
| Glenmede Trust Co NA | 8,230 | $213.0K | 0.00% | +8,230 | New |
| Eads & Heald Wealth Management | 8,160 | $212.0K | 0.10% | +8,160 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $209.0K | 0.00% | 00.0% | Unchanged |
| Intersect Capital LLC | 7,900 | $206.0K | 0.04% | +7,900 | New |
| National Bank of Canada | 6,764 | $176.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,160 | $160.0K | 0.00% | −3,467−36.0% | Reduced |
| EMC Capital Management | 5,531 | $144.0K | 0.10% | +5,531 | New |
| Washington Trust Co | 5,315 | $138.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,246 | $137.0K | 0.01% | 00.0% | Unchanged |
| Wilen Investment Management Corp. | 5,000 | $127.0K | 0.10% | +200+4.2% | Added |
| Umb Bank N A | 4,798 | $125.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,083 | $119.0K | 0.00% | −3,099−43.1% | Reduced |
| Harvest Fund Management Co., Ltd | 4,398 | $114.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 3,878 | $101.0K | 0.07% | −1,763−31.3% | Reduced |
| TD Private Client Wealth LLC | 3,763 | $98.0K | 0.00% | +3,525+1,481.1% | Added |
| Paladin Advisory Group, LLC | 3,584 | $94.0K | 0.08% | +3,584 | New |