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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 121,712 | $4.30M | 0.16% | +81,445+202.3% | Added |
| Empowered Funds, LLC | 120,715 | $4.26M | 0.55% | +120,715 | New |
| Texas Permanent School Fund | 115,930 | $4.09M | 0.07% | −720−0.6% | Reduced |
| Russell Investments Group, Ltd. | 113,149 | $3.97M | 0.01% | −837,304−88.1% | Reduced |
| Toroso Investments, LLC | 111,515 | $3.94M | 0.14% | +18,326+19.7% | Added |
| Aviva PLC | 110,445 | $3.90M | 0.02% | +110,445 | New |
| MetLife Investment Management | 109,445 | $3.87M | 0.03% | −2,897−2.6% | Reduced |
| Winton Group Ltd | 107,903 | $3.81M | 0.20% | +48,450+81.5% | Added |
| Intech Investment Management LLC | 106,588 | $3.77M | 0.02% | +106,588 | New |
| Crossmark Global Holdings, Inc. | 99,514 | $3.52M | 0.09% | +76,430+331.1% | Added |
| State of New Jersey Common Pension Fund D | 97,711 | $3.45M | 0.01% | −10,522−9.7% | Reduced |
| Guggenheim Capital LLC | 94,760 | $3.35M | 0.03% | +2,969+3.2% | Added |
| Macquarie Group Ltd | 94,338 | $3.33M | 0.00% | +50,092+113.2% | Added |
| Yousif Capital Management, LLC | 93,911 | $3.32M | 0.04% | +385+0.4% | Added |
| Range Financial Group LLC | 92,587 | $3.27M | 2.38% | −4,960−5.1% | Reduced |
| Roosevelt Investment Group LLC | 92,000 | $3.25M | 0.23% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 87,330 | $3.08M | 0.00% | −530−0.6% | Reduced |
| HRT Financial LP | 83,775 | $2.96M | 0.03% | −156,215−65.1% | Reduced |
| Public Employees Retirement System of Ohio | 81,854 | $2.89M | 0.01% | −3,745−4.4% | Reduced |
| Seizert Capital Partners, LLC | 81,473 | $2.88M | 0.15% | −109−0.1% | Reduced |
| Human Investing LLC | 80,918 | $2.86M | 0.69% | −2,480−3.0% | Reduced |
| Eaton Vance Management | 78,677 | $2.78M | 0.00% | +45,844+139.6% | Added |
| Raymond James & Associates | 78,553 | $2.77M | 0.00% | −6,721−7.9% | Reduced |
| Triasima Portfolio Management inc. | 77,545 | $2.74M | 0.19% | +77,545 | New |
| Alps Advisors Inc | 77,471 | $2.74M | 0.03% | +77,471 | New |
| EAM Global Investors LLC | 77,142 | $2.73M | 0.67% | +77,142 | New |
| Ensign Peak Advisors, Inc | 76,215 | $2.69M | 0.01% | +8,910+13.2% | Added |
| Green Square Capital Advisors LLC | 75,266 | $2.66M | 0.49% | −2,186−2.8% | Reduced |
| Round Hill Asset Management | 71,304 | $2.52M | 1.54% | +100+0.1% | Added |
| Nisa Investment Advisors, LLC | 70,770 | $2.50M | 0.02% | +1,900+2.8% | Added |
| Jump Financial, LLC | 70,611 | $2.49M | 0.11% | +29,780+72.9% | Added |
| Alaska Permanent Fund Corp | 70,400 | $2.49M | 0.04% | −31,600−31.0% | Reduced |
| Davy Global Fund Management Ltd | 69,767 | $2.46M | 0.49% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 69,540 | $2.46M | 0.02% | +8,858+14.6% | Added |
| 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 |
| HSBC Holdings PLC | 65,918 | $2.35M | 0.00% | +42,240+178.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,181 | $2.23M | 0.02% | +2,879+4.8% | Added |
| D.A. Davidson & Co. | 62,686 | $2.21M | 0.03% | −1,535−2.4% | Reduced |
| Voya Investment Management LLC | 62,070 | $2.19M | 0.01% | −55,857−47.4% | Reduced |
| Auxier Asset Management | 60,252 | $2.13M | 0.38% | −1,050−1.7% | Reduced |
| Truist Financial Corp | 58,575 | $2.07M | 0.00% | +46,113+370.0% | Added |
| Franklin Resources Inc | 58,107 | $2.05M | 0.00% | −300,374−83.8% | Reduced |
| LPL Financial LLC | 57,315 | $2.02M | 0.00% | +7,665+15.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 56,808 | $2.01M | 0.01% | +56,808 | New |
| Schonfeld Strategic Advisors LLC | 56,100 | $1.98M | 0.02% | +14,064+33.5% | Added |
| River & Mercantile Asset Management LLP | 54,765 | $1.94M | 0.34% | −25,635−31.9% | Reduced |
| Gabelli Funds LLC | 53,500 | $1.89M | 0.01% | −5,000−8.5% | Reduced |
| Trexquant Investment LP | 53,054 | $1.87M | 0.08% | +53,054 | New |
| 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 |
| Edgestream Partners, L.P. | 52,566 | $1.86M | 0.15% | +21,556+69.5% | Added |
| Deutsche Bank AG | 51,452 | $1.82M | 0.00% | +19,203+59.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 50,396 | $1.78M | 0.11% | +11,455+29.4% | Added |
| Glenmede Trust Co NA | 47,919 | $1.69M | 0.01% | +39,689+482.2% | Added |
| Oregon Public Employees Retirement Fund | 47,487 | $1.68M | 0.03% | −8,690−15.5% | Reduced |
| Ritholtz Wealth Management | 47,449 | $1.68M | 0.11% | +6,702+16.4% | Added |
| Cunning Capital Partners, LP | 47,365 | $1.67M | 1.29% | +47,365 | New |
| Tectonic Advisors LLC | 47,140 | $1.67M | 0.30% | +5,280+12.6% | Added |
| Convergence Investment Partners, LLC | 46,917 | $1.66M | 1.00% | −13,789−22.7% | Reduced |
| Ceera Investments, LLC | 46,744 | $1.65M | 0.94% | −385−0.8% | Reduced |
| Hanlon Investment Management, Inc. | 46,467 | $1.64M | 0.40% | +46,467 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 46,304 | $1.64M | 0.00% | +46,304 | New |
| Argyle Capital Management Inc. | 45,950 | $1.62M | 0.58% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 45,328 | $1.60M | 0.02% | −42,151−48.2% | Reduced |
| Louisiana State Employees Retirement System | 41,900 | $1.59M | 0.04% | −1,200−2.8% | Reduced |
| Arizona State Retirement System | 44,590 | $1.57M | 0.02% | −2,885−6.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 44,453 | $1.57M | 0.11% | −47,247−51.5% | Reduced |
| Commerce Bank | 44,263 | $1.56M | 0.01% | +3,976+9.9% | Added |
| Mork Capital Management, LLC | 43,290 | $1.53M | 1.40% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 42,561 | $1.50M | 0.06% | −1,392−3.2% | Reduced |
| Thrivent Financial for Lutherans | 41,870 | $1.48M | 0.00% | −1,125−2.6% | Reduced |
| EAM Investors, LLC | 41,072 | $1.45M | 0.35% | +41,072 | New |
| Raymond James Financial Services Advisors, Inc. | 40,994 | $1.45M | 0.00% | −53,430−56.6% | Reduced |
| State of Wisconsin Investment Board | 40,888 | $1.44M | 0.00% | +28,380+226.9% | Added |
| Bank of Montreal | 41,160 | $1.44M | 0.00% | +16,219+65.0% | Added |
| State of Michigan Retirement System | 40,568 | $1.43M | 0.01% | −1,200−2.9% | Reduced |
| Cairn Investment Group, Inc. | 39,970 | $1.41M | 1.10% | −2,350−5.6% | Reduced |
| Amundi | 36,544 | $1.34M | 0.00% | +35,166+2,552.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 37,932 | $1.34M | 0.00% | −21,768−36.5% | Reduced |
| Redwood Investment Management, LLC | 35,511 | $1.25M | 0.21% | −16,990−32.4% | Reduced |
| Janus Henderson Group PLC | 34,781 | $1.23M | 0.00% | −2,412−6.5% | Reduced |
| Creative Planning | 34,410 | $1.22M | 0.00% | +2,451+7.7% | Added |
| Jane Street Group, LLC | 34,074 | $1.20M | 0.00% | −93,907−73.4% | Reduced |
| Meeder Asset Management Inc | 33,896 | $1.20M | 0.07% | +23,654+231.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 33,700 | $1.19M | 0.03% | +32,151+2,075.6% | Added |
| Neuberger Berman Group LLC | 33,566 | $1.19M | 0.00% | +33,566 | New |
| United Capital Financial Advisers, LLC | 33,447 | $1.18M | 0.01% | −320−0.9% | Reduced |
| M&T Bank Corp | 34,481 | $1.18M | 0.01% | +161+0.5% | Added |
| Xponance, Inc. | 32,623 | $1.15M | 0.02% | +670+2.1% | Added |
| Shilanski & Associates, Inc. | 32,349 | $1.15M | 0.54% | +32,349 | New |
| Tudor Investment Corp Et Al | 31,258 | $1.10M | 0.03% | +31,258 | 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 |
| Advisory Research Inc | 30,931 | $1.09M | 0.11% | +30,931 | New |
| Delphia (USA) Inc. | 30,664 | $1.08M | 0.75% | +30,664 | New |
| STRS Ohio | 30,070 | $1.06M | 0.00% | +30,070 | New |
| Ashfield Capital Partners, LLC | 30,000 | $1.06M | 0.08% | 00.0% | Unchanged |
| National Bank of Canada | 29,175 | $1.03M | 0.01% | +22,411+331.3% | Added |
| Redhawk Wealth Advisors, Inc. | 28,446 | $1.00M | 0.46% | +8,683+43.9% | Added |