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 |
|---|---|---|---|---|---|
| AXA S.A. | 20,400 | $720.5K | 0.00% | −81,400−80.0% | Reduced |
| Park Circle Co | 20,800 | $735.0K | 0.71% | 00.0% | Unchanged |
| AE Wealth Management LLC | 21,100 | $745.0K | 0.01% | +1,478+7.5% | Added |
| Wolverine Trading, LLC | 21,579 | $746.0K | 0.02% | +21,579 | New |
| EHP Funds Inc. | 21,200 | $749.0K | 0.14% | −13,500−38.9% | Reduced |
| Mariner, LLC | 21,393 | $755.0K | 0.00% | −1,239−5.5% | Reduced |
| Intersect Capital LLC | 21,408 | $756.0K | 0.23% | +13,508+171.0% | Added |
| Campbell & CO Investment Adviser LLC | 21,747 | $768.0K | 0.21% | +5,866+36.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,929 | $775.0K | 0.00% | −1,971−8.2% | Reduced |
| Quantamental Technologies LLC | 21,976 | $776.0K | 0.35% | +21,976 | New |
| Argent Trust Co | 22,248 | $786.0K | 0.05% | +7,528+51.1% | Added |
| Gamco Investors, Inc. Et Al | 22,500 | $795.0K | 0.01% | −9,800−30.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 22,775 | $804.0K | 0.00% | +22,775 | New |
| State of Alaska, Department of Revenue | 22,933 | $809.0K | 0.01% | −555−2.4% | Reduced |
| Bayesian Capital Management, LP | 23,100 | $816.0K | 0.15% | +23,100 | New |
| Ifrah Financial Services, Inc. | 23,757 | $839.0K | 0.27% | +23,757 | New |
| Public Employees Retirement Association of Colorado | 23,970 | $847.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 24,015 | $848.0K | 0.03% | +15,123+170.1% | Added |
| Crawford Investment Counsel Inc | 24,115 | $852.0K | 0.02% | −4,750−16.5% | Reduced |
| Wealthfront Advisers LLC | 24,156 | $853.0K | 0.00% | −479−1.9% | Reduced |
| Bank of Nova Scotia | 24,268 | $857.0K | 0.00% | −8,214−25.3% | Reduced |
| TSP Capital Management Group, LLC | – | $864.0K | 0.34% | – | – |
| Allianz Asset Management GmbH | 24,644 | $870.0K | 0.00% | +24,644 | New |
| ETF Managers Group, LLC | 25,294 | $875.0K | 0.03% | +25,294 | New |
| Harrison & Co Wealth Management, LLC | 24,929 | $880.0K | 0.84% | −14,671−37.0% | Reduced |
| New Mexico Educational Retirement Board | 25,100 | $887.0K | 0.04% | −12,900−33.9% | Reduced |
| Group One Trading, L.P. | 25,535 | $902.0K | 0.03% | +25,535 | New |
| Huber Capital Management LLC | 25,967 | $917.0K | 0.26% | −20,950−44.7% | Reduced |
| Barnett & Company, Inc. | 26,100 | $922.0K | 0.74% | −30,800−54.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 26,242 | $927.0K | 0.10% | +26,242 | New |
| Ci Investments Inc. | 26,681 | $942.0K | 0.00% | +13,702+105.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,714 | $944.0K | 0.02% | −614−2.2% | Reduced |
| Federated Hermes, Inc. | 27,017 | $954.0K | 0.00% | −1,252−4.4% | Reduced |
| Corton Capital Inc. | 27,391 | $967.0K | 0.91% | +27,391 | New |
| AGF Investments LLC | 27,732 | $979.0K | 0.09% | −6,713−19.5% | Reduced |
| Graham Capital Management, L.P. | 28,401 | $1.00M | 0.05% | +11,630+69.3% | Added |
| Redhawk Wealth Advisors, Inc. | 28,446 | $1.00M | 0.46% | +8,683+43.9% | Added |
| National Bank of Canada | 29,175 | $1.03M | 0.01% | +22,411+331.3% | Added |
| Ashfield Capital Partners, LLC | 30,000 | $1.06M | 0.08% | 00.0% | Unchanged |
| STRS Ohio | 30,070 | $1.06M | 0.00% | +30,070 | New |
| Delphia (USA) Inc. | 30,664 | $1.08M | 0.75% | +30,664 | New |
| Advisory Research Inc | 30,931 | $1.09M | 0.11% | +30,931 | New |
| Hussman Strategic Advisors, Inc. | 31,000 | $1.09M | 0.19% | −125,000−80.1% | Reduced |
| Cetera Investment Advisers | 30,995 | $1.09M | 0.02% | +9,392+43.5% | Added |
| Tudor Investment Corp Et Al | 31,258 | $1.10M | 0.03% | +31,258 | New |
| Shilanski & Associates, Inc. | 32,349 | $1.15M | 0.54% | +32,349 | New |
| Xponance, Inc. | 32,623 | $1.15M | 0.02% | +670+2.1% | Added |
| M&T Bank Corp | 34,481 | $1.18M | 0.01% | +161+0.5% | Added |
| United Capital Financial Advisers, LLC | 33,447 | $1.18M | 0.01% | −320−0.9% | Reduced |
| Neuberger Berman Group LLC | 33,566 | $1.19M | 0.00% | +33,566 | New |
| Harel Insurance Investments & Financial Services Ltd. | 33,700 | $1.19M | 0.03% | +32,151+2,075.6% | Added |
| Meeder Asset Management Inc | 33,896 | $1.20M | 0.07% | +23,654+231.0% | Added |
| Jane Street Group, LLC | 34,074 | $1.20M | 0.00% | −93,907−73.4% | Reduced |
| Creative Planning | 34,410 | $1.22M | 0.00% | +2,451+7.7% | Added |
| Janus Henderson Group PLC | 34,781 | $1.23M | 0.00% | −2,412−6.5% | Reduced |
| Redwood Investment Management, LLC | 35,511 | $1.25M | 0.21% | −16,990−32.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 37,932 | $1.34M | 0.00% | −21,768−36.5% | Reduced |
| Amundi | 36,544 | $1.34M | 0.00% | +35,166+2,552.0% | Added |
| Cairn Investment Group, Inc. | 39,970 | $1.41M | 1.10% | −2,350−5.6% | Reduced |
| State of Michigan Retirement System | 40,568 | $1.43M | 0.01% | −1,200−2.9% | Reduced |
| Bank of Montreal | 41,160 | $1.44M | 0.00% | +16,219+65.0% | Added |
| State of Wisconsin Investment Board | 40,888 | $1.44M | 0.00% | +28,380+226.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 40,994 | $1.45M | 0.00% | −53,430−56.6% | Reduced |
| EAM Investors, LLC | 41,072 | $1.45M | 0.35% | +41,072 | New |
| Thrivent Financial for Lutherans | 41,870 | $1.48M | 0.00% | −1,125−2.6% | Reduced |
| Ameritas Investment Partners, Inc. | 42,561 | $1.50M | 0.06% | −1,392−3.2% | Reduced |
| Mork Capital Management, LLC | 43,290 | $1.53M | 1.40% | 00.0% | Unchanged |
| Commerce Bank | 44,263 | $1.56M | 0.01% | +3,976+9.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 44,453 | $1.57M | 0.11% | −47,247−51.5% | Reduced |
| Arizona State Retirement System | 44,590 | $1.57M | 0.02% | −2,885−6.1% | Reduced |
| Louisiana State Employees Retirement System | 41,900 | $1.59M | 0.04% | −1,200−2.8% | Reduced |
| SG Americas Securities, LLC | 45,328 | $1.60M | 0.02% | −42,151−48.2% | Reduced |
| Argyle Capital Management Inc. | 45,950 | $1.62M | 0.58% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 46,304 | $1.64M | 0.00% | +46,304 | New |
| Hanlon Investment Management, Inc. | 46,467 | $1.64M | 0.40% | +46,467 | New |
| Ceera Investments, LLC | 46,744 | $1.65M | 0.94% | −385−0.8% | Reduced |
| Convergence Investment Partners, LLC | 46,917 | $1.66M | 1.00% | −13,789−22.7% | Reduced |
| Tectonic Advisors LLC | 47,140 | $1.67M | 0.30% | +5,280+12.6% | Added |
| Cunning Capital Partners, LP | 47,365 | $1.67M | 1.29% | +47,365 | New |
| Ritholtz Wealth Management | 47,449 | $1.68M | 0.11% | +6,702+16.4% | Added |
| Oregon Public Employees Retirement Fund | 47,487 | $1.68M | 0.03% | −8,690−15.5% | Reduced |
| Glenmede Trust Co NA | 47,919 | $1.69M | 0.01% | +39,689+482.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 50,396 | $1.78M | 0.11% | +11,455+29.4% | Added |
| Deutsche Bank AG | 51,452 | $1.82M | 0.00% | +19,203+59.5% | Added |
| Edgestream Partners, L.P. | 52,566 | $1.86M | 0.15% | +21,556+69.5% | Added |
| Quantedge Capital Pte Ltd | 53,000 | $1.87M | 0.38% | −20,200−27.6% | Reduced |
| Rings Capital Management LLC | 53,000 | $1.87M | 1.10% | 00.0% | Unchanged |
| Trexquant Investment LP | 53,054 | $1.87M | 0.08% | +53,054 | New |
| Gabelli Funds LLC | 53,500 | $1.89M | 0.01% | −5,000−8.5% | Reduced |
| River & Mercantile Asset Management LLP | 54,765 | $1.94M | 0.34% | −25,635−31.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 56,100 | $1.98M | 0.02% | +14,064+33.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 56,808 | $2.01M | 0.01% | +56,808 | New |
| LPL Financial LLC | 57,315 | $2.02M | 0.00% | +7,665+15.4% | Added |
| Franklin Resources Inc | 58,107 | $2.05M | 0.00% | −300,374−83.8% | Reduced |
| Truist Financial Corp | 58,575 | $2.07M | 0.00% | +46,113+370.0% | Added |
| Auxier Asset Management | 60,252 | $2.13M | 0.38% | −1,050−1.7% | Reduced |
| Voya Investment Management LLC | 62,070 | $2.19M | 0.01% | −55,857−47.4% | Reduced |
| D.A. Davidson & Co. | 62,686 | $2.21M | 0.03% | −1,535−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,181 | $2.23M | 0.02% | +2,879+4.8% | Added |
| HSBC Holdings PLC | 65,918 | $2.35M | 0.00% | +42,240+178.4% | Added |