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, Q2 2022
Institutional positions in H&R Block Inc as of Jun 30, 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
- 437
- +58 vs. Q1 2022
- Shares held
- 138.9M
- +973.3K (+0.7%) vs. Q1 2022
- Total value
- $4.93B
- +$1.36B (+37.9%) vs. Q1 2022
- New holders
- 109
- 115 more added
- Sold out
- 51
- 146 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 19,608,420 | $692.6M | 0.02% | −848,439−4.1% | Reduced |
| BlackRock Inc. | 19,104,362 | $674.8M | 0.02% | −1,621,316−7.8% | Reduced |
| FMR LLC | 12,781,335 | $451.4M | 0.04% | +4,690,930+58.0% | Added |
| Jupiter Asset Management Ltd | 9,197,552 | $324.9M | 4.57% | −1,865,666−16.9% | Reduced |
| State Street Corp | 7,659,938 | $272.5M | 0.02% | −230,048−2.9% | Reduced |
| Wellington Management Group LLP | 4,480,921 | $158.3M | 0.03% | +1,896,262+73.4% | Added |
| Charles Schwab Investment Management Inc | 2,954,367 | $104.3M | 0.04% | −15,078−0.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,852,728 | $100.8M | 0.69% | −772,701−21.3% | Reduced |
| Bank of New York Mellon Corp | 2,668,458 | $94.3M | 0.02% | +129,745+5.1% | Added |
| Lazard Asset Management LLC | 2,349,161 | $83.0M | 0.11% | −3,595,837−60.5% | Reduced |
| Northern Trust Corp | 2,301,459 | $81.3M | 0.02% | +331,972+16.9% | Added |
| LSV Asset Management | 2,136,615 | $75.5M | 0.16% | −236,400−10.0% | Reduced |
| Geode Capital Management, LLC | 2,027,446 | $71.6M | 0.01% | −95,897−4.5% | Reduced |
| Dimensional Fund Advisors LP | 2,000,988 | $70.7M | 0.03% | +112,893+6.0% | Added |
| Artisan Partners Limited Partnership | 1,966,343 | $69.5M | 0.12% | −625,674−24.1% | Reduced |
| Morgan Stanley | 1,830,029 | $64.6M | 0.01% | +800,767+77.8% | Added |
| Norges Bank | 1,462,516 | $51.7M | 0.01% | −353,808−19.5% | Reduced |
| Goldman Sachs Group Inc | 1,443,416 | $51.0M | 0.01% | +8,038+0.6% | Added |
| Renaissance Technologies LLC | 1,342,800 | $47.4M | 0.06% | +1,342,800 | New |
| Royce & Associates LP | 1,333,656 | $47.1M | 0.48% | −576,361−30.2% | Reduced |
| HighTower Advisors, LLC | 1,164,681 | $41.1M | 0.11% | +171,460+17.3% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,120,894 | $39.6M | 1.39% | 00.0% | Unchanged |
| Invesco Ltd. | 1,078,134 | $38.1M | 0.01% | +317,223+41.7% | Added |
| AQR Capital Management LLC | 1,043,634 | $36.3M | 0.08% | +873,787+514.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 514,374 | $32.8M | 0.94% | +79,599+18.3% | Added |
| Wedge Capital Management L L P | 921,474 | $32.5M | 0.52% | +912,967+10,732.0% | Added |
| Principal Financial Group Inc | 801,181 | $28.3M | 0.02% | +52,222+7.0% | Added |
| Victory Capital Management Inc | 736,774 | $26.0M | 0.03% | +142,333+23.9% | Added |
| Voloridge Investment Management, LLC | 724,946 | $25.6M | 0.13% | +584,716+417.0% | Added |
| Citadel Advisors LLC | 698,824 | $24.7M | 0.03% | +373,670+114.9% | Added |
| American Century Companies Inc | 662,931 | $23.4M | 0.02% | −69,680−9.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 637,288 | $22.5M | 1.95% | +637,288 | New |
| Boston Partners | 615,179 | $22.1M | 0.03% | −126,885−17.1% | Reduced |
| NewEdge Wealth, LLC | 610,349 | $21.6M | 0.98% | +25,790+4.4% | Added |
| Nuveen Asset Management, LLC | 605,394 | $21.4M | 0.01% | +4,855+0.8% | Added |
| JPMorgan Chase & Co | 599,881 | $21.2M | 0.00% | −4,140−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 578,339 | $20.4M | 0.03% | +169,323+41.4% | Added |
| Millennium Management LLC | 570,102 | $20.1M | 0.03% | +561,592+6,599.2% | Added |
| First Trust Advisors LP | 559,740 | $19.8M | 0.02% | +149,201+36.3% | Added |
| Pacer Advisors, Inc. | 554,029 | $19.6M | 0.15% | +554,029 | New |
| Bank of America Corp | 489,321 | $17.3M | 0.00% | −237,341−32.7% | Reduced |
| Rhumbline Advisers | 481,741 | $17.0M | 0.02% | +38,987+8.8% | Added |
| Robeco Institutional Asset Management B.V. | 479,150 | $16.9M | 0.05% | +204,204+74.3% | Added |
| UBS Asset Management Americas Inc | 434,437 | $15.3M | 0.01% | +6,457+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 427,318 | $15.1M | 0.28% | +5,331+1.3% | Added |
| Ameriprise Financial Inc | 405,380 | $14.3M | 0.00% | −40,177−9.0% | Reduced |
| Schroder Investment Management Group | 403,502 | $14.0M | 0.02% | −299,137−42.6% | Reduced |
| Swiss National Bank | 387,600 | $13.7M | 0.01% | −27,700−6.7% | Reduced |
| D. E. Shaw & Co., Inc. | 376,333 | $13.3M | 0.02% | +303,429+416.2% | Added |
| Advisors Asset Management, Inc. | 374,234 | $13.2M | 0.24% | +374,234 | New |
| UBS Group AG | 374,187 | $13.2M | 0.01% | −67,611−15.3% | Reduced |
| Royal Bank of Canada | 341,161 | $12.0M | 0.00% | +83,302+32.3% | Added |
| Sound Income Strategies, LLC | 336,657 | $11.9M | 1.59% | −64,767−16.1% | Reduced |
| Storebrand Asset Management AS | 321,291 | $11.3M | 0.06% | 00.0% | Unchanged |
| California Public Employees Retirement System | 313,611 | $11.1M | 0.01% | −30,643−8.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 312,576 | $11.0M | 0.02% | +312,576 | New |
| Man Group plc | – | $11.0M | 0.05% | – | – |
| SEI Investments Co | 296,295 | $10.5M | 0.02% | −85,312−22.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 274,730 | $9.70M | 0.04% | −129,240−32.0% | Reduced |
| Legal & General Group Plc | 270,358 | $9.55M | 0.00% | −15,201−5.3% | Reduced |
| American International Group, Inc. | 264,430 | $9.34M | 0.06% | −15,436−5.5% | Reduced |
| Cubist Systematic Strategies, LLC | 260,954 | $9.22M | 0.07% | +195,205+296.9% | Added |
| Envestnet Asset Management Inc | 260,380 | $9.20M | 0.01% | +137,783+112.4% | Added |
| Acadian Asset Management LLC | 256,595 | $9.06M | 0.05% | +256,595 | New |
| New York State Common Retirement Fund | 248,943 | $8.79M | 0.01% | +21,066+9.2% | Added |
| Ibex Wealth Advisors | 245,918 | $8.69M | 2.00% | +12,032+5.1% | Added |
| Alliancebernstein L.P. | 241,909 | $8.54M | 0.00% | −25,458−9.5% | Reduced |
| Kestrel Investment Management Corp | 238,550 | $8.43M | 4.84% | −11,600−4.6% | Reduced |
| Financial Counselors Inc | 230,248 | $8.13M | 0.19% | −7,736−3.3% | Reduced |
| Barclays PLC | 226,029 | $7.98M | 0.01% | +134,364+146.6% | Added |
| New York State Teachers Retirement System | 221,731 | $7.83M | 0.02% | −11,424−4.9% | Reduced |
| Swedbank AB | 215,968 | $7.63M | 0.02% | −841,430−79.6% | Reduced |
| California State Teachers Retirement System | 212,474 | $7.50M | 0.01% | −10,679−4.8% | Reduced |
| Citigroup Inc | 211,006 | $7.45M | 0.01% | +172,961+454.6% | Added |
| Retirement Systems of Alabama | 210,238 | $7.43M | 0.03% | −5,653−2.6% | Reduced |
| State Board of Administration of Florida Retirement System | 201,353 | $7.11M | 0.02% | −19,264−8.7% | Reduced |
| Wells Fargo & Company | 201,324 | $7.11M | 0.00% | −239,178−54.3% | Reduced |
| Invenomic Capital Management LP | 181,841 | $6.42M | 0.56% | −641,803−77.9% | Reduced |
| Stifel Financial Corp | 181,628 | $6.42M | 0.01% | +48,785+36.7% | Added |
| Natixis | 180,000 | $6.36M | 0.02% | +180,000 | New |
| Teacher Retirement System of Texas | 179,495 | $6.34M | 0.04% | −72,675−28.8% | Reduced |
| Dorsey Wright & Associates | 177,884 | $6.28M | 1.84% | +177,884 | New |
| Lodge Hill Capital, LLC | 175,000 | $6.18M | 2.03% | −325,000−65.0% | Reduced |
| AlphaCrest Capital Management LLC | 160,928 | $5.68M | 0.27% | +160,928 | New |
| Rodgers Brothers Inc. | 159,350 | $5.63M | 1.11% | −30,500−16.1% | Reduced |
| South Dakota Investment Council | 155,725 | $5.50M | 0.12% | −215,722−58.1% | Reduced |
| Miller Value Partners, LLC | 154,500 | $5.46M | 0.31% | −255,500−62.3% | Reduced |
| Carolina Wealth Advisors, LLC | 150,468 | $5.32M | 3.51% | −750−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 148,551 | $5.25M | 0.01% | +119,393+409.5% | Added |
| Alberta Investment Management Corp | 147,201 | $5.20M | 0.04% | +76,812+109.1% | Added |
| Great West Life Assurance Co | 143,599 | $5.07M | 0.01% | +26,687+22.8% | Added |
| Credit Suisse AG | 142,259 | $5.03M | 0.01% | −15,963−10.1% | Reduced |
| Bridgewater Associates, LP | 140,417 | $4.96M | 0.02% | +131,474+1,470.1% | Added |
| BNP Paribas Arbitrage, SA | 136,863 | $4.83M | 0.01% | +84,832+163.0% | Added |
| Manufacturers Life Insurance Company, The | 134,168 | $4.74M | 0.00% | −5,527−4.0% | Reduced |
| Mutual of America Capital Management LLC | 133,505 | $4.71M | 0.06% | −16,543−11.0% | Reduced |
| Amalgamated Bank | 133,216 | $4.71M | 0.04% | +11,169+9.2% | Added |
| Comerica Bank | 119,678 | $4.55M | 0.04% | +36,455+43.8% | Added |
| Two Sigma Investments, LP | 128,953 | $4.55M | 0.02% | +128,953 | New |
| Mercer Global Advisors Inc | 124,252 | $4.39M | 0.03% | +18,753+17.8% | Added |