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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 28,401 | $1.00M | 0.05% | +11,630+69.3% | Added |
| AGF Investments LLC | 27,732 | $979.0K | 0.09% | −6,713−19.5% | Reduced |
| Corton Capital Inc. | 27,391 | $967.0K | 0.91% | +27,391 | New |
| Federated Hermes, Inc. | 27,017 | $954.0K | 0.00% | −1,252−4.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,714 | $944.0K | 0.02% | −614−2.2% | Reduced |
| Ci Investments Inc. | 26,681 | $942.0K | 0.00% | +13,702+105.6% | Added |
| Dynamic Technology Lab Private Ltd | 26,242 | $927.0K | 0.10% | +26,242 | New |
| Barnett & Company, Inc. | 26,100 | $922.0K | 0.74% | −30,800−54.1% | Reduced |
| Huber Capital Management LLC | 25,967 | $917.0K | 0.26% | −20,950−44.7% | Reduced |
| Group One Trading, L.P. | 25,535 | $902.0K | 0.03% | +25,535 | New |
| New Mexico Educational Retirement Board | 25,100 | $887.0K | 0.04% | −12,900−33.9% | Reduced |
| Harrison & Co Wealth Management, LLC | 24,929 | $880.0K | 0.84% | −14,671−37.0% | Reduced |
| ETF Managers Group, LLC | 25,294 | $875.0K | 0.03% | +25,294 | New |
| Allianz Asset Management GmbH | 24,644 | $870.0K | 0.00% | +24,644 | New |
| TSP Capital Management Group, LLC | – | $864.0K | 0.34% | – | – |
| Bank of Nova Scotia | 24,268 | $857.0K | 0.00% | −8,214−25.3% | Reduced |
| Wealthfront Advisers LLC | 24,156 | $853.0K | 0.00% | −479−1.9% | Reduced |
| Crawford Investment Counsel Inc | 24,115 | $852.0K | 0.02% | −4,750−16.5% | Reduced |
| Simplex Trading, LLC | 24,015 | $848.0K | 0.03% | +15,123+170.1% | Added |
| Public Employees Retirement Association of Colorado | 23,970 | $847.0K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 23,757 | $839.0K | 0.27% | +23,757 | New |
| Bayesian Capital Management, LP | 23,100 | $816.0K | 0.15% | +23,100 | New |
| State of Alaska, Department of Revenue | 22,933 | $809.0K | 0.01% | −555−2.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 22,775 | $804.0K | 0.00% | +22,775 | New |
| Gamco Investors, Inc. Et Al | 22,500 | $795.0K | 0.01% | −9,800−30.3% | Reduced |
| Argent Trust Co | 22,248 | $786.0K | 0.05% | +7,528+51.1% | Added |
| Quantamental Technologies LLC | 21,976 | $776.0K | 0.35% | +21,976 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,929 | $775.0K | 0.00% | −1,971−8.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,747 | $768.0K | 0.21% | +5,866+36.9% | Added |
| Intersect Capital LLC | 21,408 | $756.0K | 0.23% | +13,508+171.0% | Added |
| Mariner, LLC | 21,393 | $755.0K | 0.00% | −1,239−5.5% | Reduced |
| EHP Funds Inc. | 21,200 | $749.0K | 0.14% | −13,500−38.9% | Reduced |
| Wolverine Trading, LLC | 21,579 | $746.0K | 0.02% | +21,579 | New |
| AE Wealth Management LLC | 21,100 | $745.0K | 0.01% | +1,478+7.5% | Added |
| Park Circle Co | 20,800 | $735.0K | 0.71% | 00.0% | Unchanged |
| AXA S.A. | 20,400 | $720.5K | 0.00% | −81,400−80.0% | Reduced |
| Hodges Capital Management Inc. | 20,000 | $706.0K | 0.07% | −24,925−55.5% | Reduced |
| US Bancorp | 19,895 | $702.0K | 0.00% | −2,215−10.0% | Reduced |
| Handelsbanken Fonder AB | 19,600 | $692.0K | 0.00% | −400−2.0% | Reduced |
| Point72 Hong Kong Ltd | 18,818 | $665.0K | 0.04% | +18,818 | New |
| NJ State Employees Deferred Compensation Plan | 18,000 | $636.0K | 0.10% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 18,000 | $636.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 17,909 | $633.0K | 0.01% | +17,909 | New |
| United Services Automobile Association | 17,602 | $622.0K | 0.02% | +17,602 | New |
| Cambridge Investment Research Advisors, Inc. | 17,439 | $616.0K | 0.00% | −99−0.6% | Reduced |
| Scotia Capital Inc. | 17,130 | $605.0K | 0.00% | +41+0.2% | Added |
| Rockland Trust Co | 16,666 | $589.0K | 0.04% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 16,313 | $576.2K | 0.27% | +963+6.3% | Added |
| DekaBank Deutsche Girozentrale | 16,789 | $571.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,709 | $556.0K | 0.00% | −92−0.6% | Reduced |
| MML Investors Services, LLC | 15,712 | $555.0K | 0.00% | −980−5.9% | Reduced |
| Prudential Financial Inc | 15,909 | $550.0K | 0.00% | +3,400+27.2% | Added |
| Quent Capital, LLC | 15,193 | $537.0K | 0.11% | 00.0% | Unchanged |
| RBF Capital, LLC | 15,000 | $530.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,907 | $527.0K | 0.00% | +14,907 | New |
| Strategy Asset Managers LLC | 14,805 | $523.0K | 0.16% | +14,805 | New |
| Legacy Bridge, LLC | 14,785 | $522.0K | 0.39% | 00.0% | Unchanged |
| LMR Partners LLP | 14,713 | $520.0K | 0.01% | +14,713 | New |
| Securian Asset Management, Inc | 14,549 | $514.0K | 0.01% | −214−1.4% | Reduced |
| Chicago Trust Co NA | 14,500 | $512.0K | 0.13% | 00.0% | Unchanged |
| Gladius Capital Management LP | 14,451 | $511.0K | 0.11% | +14,451 | New |
| Verition Fund Management LLC | 14,437 | $510.0K | 0.01% | +14,437 | New |
| Natixis Advisors, L.P. | 14,154 | $500.0K | 0.00% | +14,154 | New |
| Commonwealth Equity Services, LLC | 14,111 | $498.0K | 0.00% | −33,368−70.3% | Reduced |
| Ontario Teachers Pension Plan Board | 13,933 | $492.0K | 0.01% | +3,937+39.4% | Added |
| Bartlett & Co. LLC | 13,200 | $470.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,200 | $469.8K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,246 | $468.0K | 0.08% | +13,246 | New |
| Mackenzie Financial Corp | 13,117 | $463.0K | 0.00% | +13,117 | New |
| Alpha Omega Wealth Management LLC | 13,088 | $462.0K | 0.08% | −1,991−13.2% | Reduced |
| Maryland State Retirement & Pension System | 12,734 | $450.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 12,462 | $440.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 12,202 | $431.0K | 0.12% | +552+4.7% | Added |
| Atlas Capital Advisors LLC | 12,157 | $429.4K | 0.07% | +12,157 | New |
| Vise Technologies, Inc. | 11,990 | $423.0K | 0.16% | +11,990 | New |
| PDT Partners, LLC | 11,701 | $413.0K | 0.04% | +11,701 | New |
| Brown Advisory Inc | 11,678 | $412.0K | 0.00% | −204−1.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $410.0K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,522 | $407.0K | 0.01% | +5,362+87.0% | Added |
| Fort, L.P. | 11,447 | $404.0K | 0.27% | −9,425−45.2% | Reduced |
| 1620 Investment Advisors, Inc. | 11,264 | $398.0K | 0.55% | +926+9.0% | Added |
| Bokf, NA | 11,191 | $395.0K | 0.01% | −587−5.0% | Reduced |
| Merit Financial Group, LLC | 11,160 | $394.0K | 0.01% | +11,160 | New |
| CSS LLC | 11,000 | $389.0K | 0.02% | +11,000 | New |
| Kestra Advisory Services, LLC | 10,896 | $385.0K | 0.00% | +1,866+20.7% | Added |
| Allworth Financial LP | 10,876 | $384.0K | 0.01% | +16+0.1% | Added |
| Veritable, L.P. | 10,677 | $377.0K | 0.01% | +10,677 | New |
| Baird Financial Group, Inc. | 10,135 | $358.0K | 0.00% | −845−7.7% | Reduced |
| DuPont Capital Management Corp | 9,886 | $349.0K | 0.02% | +9,886 | New |
| Occudo Quantitative Strategies LP | 9,796 | $346.0K | 0.03% | +9,796 | New |
| First Citizens Bank & Trust Co | 9,689 | $342.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,521 | $336.0K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 9,371 | $331.0K | 0.02% | −21,646−69.8% | Reduced |
| Xcel Wealth Management, LLC | 9,350 | $330.0K | 0.12% | −68,000−87.9% | Reduced |
| Shelton Capital Management | 9,215 | $325.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,152 | $323.0K | 0.00% | −4,039−30.6% | Reduced |
| Harvest Fund Management Co., Ltd | 9,086 | $321.0K | 0.09% | +4,688+106.6% | Added |
| Boston Family Office LLC | 9,000 | $318.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,003 | $318.0K | 0.01% | +9,003 | New |
| Twin Tree Management, LP | 8,911 | $315.0K | 0.01% | +8,911 | New |