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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 599,881 | $21.2M | 0.00% | −4,140−0.7% | Reduced |
| Nuveen Asset Management, LLC | 605,394 | $21.4M | 0.01% | +4,855+0.8% | Added |
| NewEdge Wealth, LLC | 610,349 | $21.6M | 0.98% | +25,790+4.4% | Added |
| Boston Partners | 615,179 | $22.1M | 0.03% | −126,885−17.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 637,288 | $22.5M | 1.95% | +637,288 | New |
| American Century Companies Inc | 662,931 | $23.4M | 0.02% | −69,680−9.5% | Reduced |
| Citadel Advisors LLC | 698,824 | $24.7M | 0.03% | +373,670+114.9% | Added |
| Voloridge Investment Management, LLC | 724,946 | $25.6M | 0.13% | +584,716+417.0% | Added |
| Victory Capital Management Inc | 736,774 | $26.0M | 0.03% | +142,333+23.9% | Added |
| Principal Financial Group Inc | 801,181 | $28.3M | 0.02% | +52,222+7.0% | Added |
| Wedge Capital Management L L P | 921,474 | $32.5M | 0.52% | +912,967+10,732.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 514,374 | $32.8M | 0.94% | +79,599+18.3% | Added |
| AQR Capital Management LLC | 1,043,634 | $36.3M | 0.08% | +873,787+514.5% | Added |
| Invesco Ltd. | 1,078,134 | $38.1M | 0.01% | +317,223+41.7% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,120,894 | $39.6M | 1.39% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,164,681 | $41.1M | 0.11% | +171,460+17.3% | Added |
| Royce & Associates LP | 1,333,656 | $47.1M | 0.48% | −576,361−30.2% | Reduced |
| Renaissance Technologies LLC | 1,342,800 | $47.4M | 0.06% | +1,342,800 | New |
| Goldman Sachs Group Inc | 1,443,416 | $51.0M | 0.01% | +8,038+0.6% | Added |
| Norges Bank | 1,462,516 | $51.7M | 0.01% | −353,808−19.5% | Reduced |
| Morgan Stanley | 1,830,029 | $64.6M | 0.01% | +800,767+77.8% | Added |
| Artisan Partners Limited Partnership | 1,966,343 | $69.5M | 0.12% | −625,674−24.1% | Reduced |
| Dimensional Fund Advisors LP | 2,000,988 | $70.7M | 0.03% | +112,893+6.0% | Added |
| Geode Capital Management, LLC | 2,027,446 | $71.6M | 0.01% | −95,897−4.5% | Reduced |
| LSV Asset Management | 2,136,615 | $75.5M | 0.16% | −236,400−10.0% | Reduced |
| Northern Trust Corp | 2,301,459 | $81.3M | 0.02% | +331,972+16.9% | Added |
| Lazard Asset Management LLC | 2,349,161 | $83.0M | 0.11% | −3,595,837−60.5% | Reduced |
| Bank of New York Mellon Corp | 2,668,458 | $94.3M | 0.02% | +129,745+5.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,852,728 | $100.8M | 0.69% | −772,701−21.3% | Reduced |
| Charles Schwab Investment Management Inc | 2,954,367 | $104.3M | 0.04% | −15,078−0.5% | Reduced |
| Wellington Management Group LLP | 4,480,921 | $158.3M | 0.03% | +1,896,262+73.4% | Added |
| State Street Corp | 7,659,938 | $272.5M | 0.02% | −230,048−2.9% | Reduced |
| Jupiter Asset Management Ltd | 9,197,552 | $324.9M | 4.57% | −1,865,666−16.9% | Reduced |
| FMR LLC | 12,781,335 | $451.4M | 0.04% | +4,690,930+58.0% | Added |
| BlackRock Inc. | 19,104,362 | $674.8M | 0.02% | −1,621,316−7.8% | Reduced |
| Vanguard Group Inc | 19,608,420 | $692.6M | 0.02% | −848,439−4.1% | Reduced |
| Castleview Partners, LLC | 350 | – | – | +350 | New |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −17,041−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −614,714−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −385,191−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −324,312−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −165,982−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −159,010−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −81,337−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −73,521−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −73,078−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −69,994−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −54,932−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −51,877−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −41,142−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −38,271−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −35,573−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −35,476−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −33,977−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −31,006−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −26,829−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −26,693−100.0% | Sold out |
| Eagle Harbor Asset Management Inc | 0 | $0 | 0.00% | −24,950−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Guardian Investment Management | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,970−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −13,540−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −12,690−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −11,630−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −11,467−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −10,647−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −10,286−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,638−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,318−100.0% | Sold out |
| Paladin Advisory Group, LLC | 0 | $0 | 0.00% | −3,584−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Lake Point Wealth Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Franchise Capital Ltd | 0 | $0 | 0.00% | −51,356−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| PGGM Investments | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |