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 |
|---|---|---|---|---|---|
| Algert Global LLC | 67,505 | $2.38M | 0.18% | +2,220+3.4% | Added |
| WBI Investments | 70,123 | $2.38M | 0.51% | +70,123 | New |
| Treasurer of the State of North Carolina | 69,540 | $2.46M | 0.02% | +8,858+14.6% | Added |
| Davy Global Fund Management Ltd | 69,767 | $2.46M | 0.49% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 70,400 | $2.49M | 0.04% | −31,600−31.0% | Reduced |
| Jump Financial, LLC | 70,611 | $2.49M | 0.11% | +29,780+72.9% | Added |
| Nisa Investment Advisors, LLC | 70,770 | $2.50M | 0.02% | +1,900+2.8% | Added |
| Round Hill Asset Management | 71,304 | $2.52M | 1.54% | +100+0.1% | Added |
| Green Square Capital Advisors LLC | 75,266 | $2.66M | 0.49% | −2,186−2.8% | Reduced |
| Ensign Peak Advisors, Inc | 76,215 | $2.69M | 0.01% | +8,910+13.2% | Added |
| EAM Global Investors LLC | 77,142 | $2.73M | 0.67% | +77,142 | New |
| Alps Advisors Inc | 77,471 | $2.74M | 0.03% | +77,471 | New |
| Triasima Portfolio Management inc. | 77,545 | $2.74M | 0.19% | +77,545 | New |
| Raymond James & Associates | 78,553 | $2.77M | 0.00% | −6,721−7.9% | Reduced |
| Eaton Vance Management | 78,677 | $2.78M | 0.00% | +45,844+139.6% | Added |
| Human Investing LLC | 80,918 | $2.86M | 0.69% | −2,480−3.0% | Reduced |
| Seizert Capital Partners, LLC | 81,473 | $2.88M | 0.15% | −109−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 81,854 | $2.89M | 0.01% | −3,745−4.4% | Reduced |
| HRT Financial LP | 83,775 | $2.96M | 0.03% | −156,215−65.1% | Reduced |
| Price T Rowe Associates Inc | 87,330 | $3.08M | 0.00% | −530−0.6% | Reduced |
| Roosevelt Investment Group LLC | 92,000 | $3.25M | 0.23% | 00.0% | Unchanged |
| Range Financial Group LLC | 92,587 | $3.27M | 2.38% | −4,960−5.1% | Reduced |
| Yousif Capital Management, LLC | 93,911 | $3.32M | 0.04% | +385+0.4% | Added |
| Macquarie Group Ltd | 94,338 | $3.33M | 0.00% | +50,092+113.2% | Added |
| Guggenheim Capital LLC | 94,760 | $3.35M | 0.03% | +2,969+3.2% | Added |
| State of New Jersey Common Pension Fund D | 97,711 | $3.45M | 0.01% | −10,522−9.7% | Reduced |
| Crossmark Global Holdings, Inc. | 99,514 | $3.52M | 0.09% | +76,430+331.1% | Added |
| Intech Investment Management LLC | 106,588 | $3.77M | 0.02% | +106,588 | New |
| Winton Group Ltd | 107,903 | $3.81M | 0.20% | +48,450+81.5% | Added |
| MetLife Investment Management | 109,445 | $3.87M | 0.03% | −2,897−2.6% | Reduced |
| Aviva PLC | 110,445 | $3.90M | 0.02% | +110,445 | New |
| Toroso Investments, LLC | 111,515 | $3.94M | 0.14% | +18,326+19.7% | Added |
| Russell Investments Group, Ltd. | 113,149 | $3.97M | 0.01% | −837,304−88.1% | Reduced |
| Texas Permanent School Fund | 115,930 | $4.09M | 0.07% | −720−0.6% | Reduced |
| Empowered Funds, LLC | 120,715 | $4.26M | 0.55% | +120,715 | New |
| Engineers Gate Manager LP | 121,712 | $4.30M | 0.16% | +81,445+202.3% | Added |
| Mercer Global Advisors Inc | 124,252 | $4.39M | 0.03% | +18,753+17.8% | 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 |
| Amalgamated Bank | 133,216 | $4.71M | 0.04% | +11,169+9.2% | Added |
| Mutual of America Capital Management LLC | 133,505 | $4.71M | 0.06% | −16,543−11.0% | Reduced |
| Manufacturers Life Insurance Company, The | 134,168 | $4.74M | 0.00% | −5,527−4.0% | Reduced |
| BNP Paribas Arbitrage, SA | 136,863 | $4.83M | 0.01% | +84,832+163.0% | Added |
| Bridgewater Associates, LP | 140,417 | $4.96M | 0.02% | +131,474+1,470.1% | Added |
| Credit Suisse AG | 142,259 | $5.03M | 0.01% | −15,963−10.1% | Reduced |
| Great West Life Assurance Co | 143,599 | $5.07M | 0.01% | +26,687+22.8% | Added |
| Alberta Investment Management Corp | 147,201 | $5.20M | 0.04% | +76,812+109.1% | Added |
| Advisor Group Holdings, Inc. | 148,551 | $5.25M | 0.01% | +119,393+409.5% | Added |
| Carolina Wealth Advisors, LLC | 150,468 | $5.32M | 3.51% | −750−0.5% | Reduced |
| Miller Value Partners, LLC | 154,500 | $5.46M | 0.31% | −255,500−62.3% | Reduced |
| South Dakota Investment Council | 155,725 | $5.50M | 0.12% | −215,722−58.1% | Reduced |
| Rodgers Brothers Inc. | 159,350 | $5.63M | 1.11% | −30,500−16.1% | Reduced |
| AlphaCrest Capital Management LLC | 160,928 | $5.68M | 0.27% | +160,928 | New |
| Lodge Hill Capital, LLC | 175,000 | $6.18M | 2.03% | −325,000−65.0% | Reduced |
| Dorsey Wright & Associates | 177,884 | $6.28M | 1.84% | +177,884 | New |
| Teacher Retirement System of Texas | 179,495 | $6.34M | 0.04% | −72,675−28.8% | Reduced |
| Natixis | 180,000 | $6.36M | 0.02% | +180,000 | New |
| Stifel Financial Corp | 181,628 | $6.42M | 0.01% | +48,785+36.7% | Added |
| Invenomic Capital Management LP | 181,841 | $6.42M | 0.56% | −641,803−77.9% | Reduced |
| Wells Fargo & Company | 201,324 | $7.11M | 0.00% | −239,178−54.3% | Reduced |
| State Board of Administration of Florida Retirement System | 201,353 | $7.11M | 0.02% | −19,264−8.7% | Reduced |
| Retirement Systems of Alabama | 210,238 | $7.43M | 0.03% | −5,653−2.6% | Reduced |
| Citigroup Inc | 211,006 | $7.45M | 0.01% | +172,961+454.6% | Added |
| California State Teachers Retirement System | 212,474 | $7.50M | 0.01% | −10,679−4.8% | Reduced |
| Swedbank AB | 215,968 | $7.63M | 0.02% | −841,430−79.6% | Reduced |
| New York State Teachers Retirement System | 221,731 | $7.83M | 0.02% | −11,424−4.9% | Reduced |
| Barclays PLC | 226,029 | $7.98M | 0.01% | +134,364+146.6% | Added |
| Financial Counselors Inc | 230,248 | $8.13M | 0.19% | −7,736−3.3% | Reduced |
| Kestrel Investment Management Corp | 238,550 | $8.43M | 4.84% | −11,600−4.6% | Reduced |
| Alliancebernstein L.P. | 241,909 | $8.54M | 0.00% | −25,458−9.5% | Reduced |
| Ibex Wealth Advisors | 245,918 | $8.69M | 2.00% | +12,032+5.1% | Added |
| New York State Common Retirement Fund | 248,943 | $8.79M | 0.01% | +21,066+9.2% | Added |
| Acadian Asset Management LLC | 256,595 | $9.06M | 0.05% | +256,595 | New |
| Envestnet Asset Management Inc | 260,380 | $9.20M | 0.01% | +137,783+112.4% | Added |
| Cubist Systematic Strategies, LLC | 260,954 | $9.22M | 0.07% | +195,205+296.9% | Added |
| American International Group, Inc. | 264,430 | $9.34M | 0.06% | −15,436−5.5% | Reduced |
| Legal & General Group Plc | 270,358 | $9.55M | 0.00% | −15,201−5.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 274,730 | $9.70M | 0.04% | −129,240−32.0% | Reduced |
| SEI Investments Co | 296,295 | $10.5M | 0.02% | −85,312−22.4% | Reduced |
| Man Group plc | – | $11.0M | 0.05% | – | – |
| Arrowstreet Capital, Limited Partnership | 312,576 | $11.0M | 0.02% | +312,576 | New |
| California Public Employees Retirement System | 313,611 | $11.1M | 0.01% | −30,643−8.9% | Reduced |
| Storebrand Asset Management AS | 321,291 | $11.3M | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 336,657 | $11.9M | 1.59% | −64,767−16.1% | Reduced |
| Royal Bank of Canada | 341,161 | $12.0M | 0.00% | +83,302+32.3% | Added |
| UBS Group AG | 374,187 | $13.2M | 0.01% | −67,611−15.3% | Reduced |
| Advisors Asset Management, Inc. | 374,234 | $13.2M | 0.24% | +374,234 | New |
| D. E. Shaw & Co., Inc. | 376,333 | $13.3M | 0.02% | +303,429+416.2% | Added |
| Swiss National Bank | 387,600 | $13.7M | 0.01% | −27,700−6.7% | Reduced |
| Schroder Investment Management Group | 403,502 | $14.0M | 0.02% | −299,137−42.6% | Reduced |
| Ameriprise Financial Inc | 405,380 | $14.3M | 0.00% | −40,177−9.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 427,318 | $15.1M | 0.28% | +5,331+1.3% | Added |
| UBS Asset Management Americas Inc | 434,437 | $15.3M | 0.01% | +6,457+1.5% | Added |
| Robeco Institutional Asset Management B.V. | 479,150 | $16.9M | 0.05% | +204,204+74.3% | Added |
| Rhumbline Advisers | 481,741 | $17.0M | 0.02% | +38,987+8.8% | Added |
| Bank of America Corp | 489,321 | $17.3M | 0.00% | −237,341−32.7% | Reduced |
| Pacer Advisors, Inc. | 554,029 | $19.6M | 0.15% | +554,029 | New |
| First Trust Advisors LP | 559,740 | $19.8M | 0.02% | +149,201+36.3% | Added |
| Millennium Management LLC | 570,102 | $20.1M | 0.03% | +561,592+6,599.2% | Added |
| Allspring Global Investments Holdings, LLC | 578,339 | $20.4M | 0.03% | +169,323+41.4% | Added |