Skip to main content
Livermore
Livermore
ZHEN

H&R Block Inc

HRB
Exchange
NYSE
Industry
Services-Personal Services
SEC CIK
0000012659

In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 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.

Institutional holdersQ2 2022: 437 institutions
Q1 2021: 377 institutionsQ2 2021: 393 institutionsQ3 2021: 398 institutionsQ4 2021: 391 institutionsQ1 2022: 388 institutionsQ2 2022: 437 institutionsQ3 2022: 461 institutionsQ4 2022: 455 institutionsQ1 2023: 425 institutionsQ2 2023: 399 institutionsQ3 2023: 413 institutionsQ4 2023: 469 institutionsQ1 2024: 480 institutionsQ2 2024: 498 institutionsQ3 2024: 544 institutionsQ4 2024: 552 institutionsQ1 2025: 564 institutionsQ2 2025: 563 institutionsQ3 2025: 544 institutionsQ4 2025: 508 institutionsQ1 2026: 490 institutionsQ2 2026: 544 institutions
Value heldQ2 2022: $4.93B
Q1 2021: $3.37BQ2 2021: $3.59BQ3 2021: $3.74BQ4 2021: $3.39BQ1 2022: $3.63BQ2 2022: $4.93BQ3 2022: $5.87BQ4 2022: $5.24BQ1 2023: $5.07BQ2 2023: $4.32BQ3 2023: $5.72BQ4 2023: $6.11BQ1 2024: $6.29BQ2 2024: $6.85BQ3 2024: $7.92BQ4 2024: $6.68BQ1 2025: $7.00BQ2 2025: $6.79BQ3 2025: $5.93BQ4 2025: $5.12BQ1 2026: $3.86BQ2 2026: $4.87B
Institutions holding HRB and their total value by quarter
QuarterHoldersValue
Q2 2026544$4.87B
Q1 2026490$3.86B
Q4 2025508$5.12B
Q3 2025544$5.93B
Q2 2025563$6.79B
Q1 2025564$7.00B
Q4 2024552$6.68B
Q3 2024544$7.92B
Q2 2024498$6.85B
Q1 2024480$6.29B
Q4 2023469$6.11B
Q3 2023413$5.72B
Q2 2023399$4.32B
Q1 2023425$5.07B
Q4 2022455$5.24B
Q3 2022461$5.87B
Q2 2022437$4.93B
Q1 2022388$3.63B
Q4 2021391$3.39B
Q3 2021398$3.74B
Q2 2021393$3.59B
Q1 2021377$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.

Institutions holding HRB in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Global Retirement Partners, LLC192$7.00K0.00%−100−34.2%Reduced
Covington Capital Management200$7.00K0.00%+200New
ClariVest Asset Management LLC201$7.00K0.00%+201New
TCI Wealth Advisors, Inc.176$6.00K0.00%00.0%Unchanged
Aua Capital Management, LLC157$6.00K0.00%−27−14.7%Reduced
TD Ameritrade Investment Management, LLC159$6.00K0.00%+159New
Accel Wealth Management125$5.00K0.00%−214−63.1%Reduced
First Manhattan Co150$5.00K0.00%00.0%Unchanged
Cambridge Trust Co129$5.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC142$5.00K0.00%+63+79.7%Added
Investors Asset Management of Georgia Inc152$5.00K0.00%+152New
Loomis Sayles & Co L P115$4.00K0.00%−182−61.3%Reduced
Earnest Partners LLC119$4.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB117$4.00K0.00%00.0%Unchanged
Lee Financial Co113$4.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC100$4.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC86$3.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC87$3.00K0.00%+87New
Bell Investment Advisors, Inc99$3.00K0.00%+99New
McIlrath & Eck, LLC60$2.00K0.00%00.0%Unchanged
Schubert & Co63$2.00K0.00%+36+133.3%Added
Steward Financial Group LLC59$2.00K0.00%+59New
Estabrook Capital Management40$1.41K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC30$1.00K0.00%+7+30.4%Added
CX Institutional30$1.00K0.00%+30New
Sutton Wealth Advisors Inc.19$6710.00%00.0%Unchanged
Eagle Bay Advisors LLC8$2830.00%+8New
First Horizon Advisors, Inc.7$00.00%00.0%Unchanged
Glassman Wealth Services7$00.00%00.0%Unchanged
Private Capital Group, LLC4$00.00%00.0%Unchanged
Versant Capital Management, Inc12$00.00%00.0%Unchanged
ACG Wealth6$00.00%+6New
Carmichael Hill & Associates, Inc.10$00.00%+10New
Iron Horse Wealth Management, LLC11$00.00%+11New
Morton Brown Family Wealth, LLC13$00.00%+13New
Castleview Partners, LLC350––+350New
AdvisorNet Financial, Inc0$00.00%−17,041−100.0%Sold out
Peregrine Capital Management LLC0$00.00%−614,714−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−385,191−100.0%Sold out
Gilman Hill Asset Management, LLC0$00.00%−324,312−100.0%Sold out
Squarepoint Ops LLC0$00.00%−165,982−100.0%Sold out
IronBridge Private Wealth, LLC0$00.00%−159,010−100.0%Sold out
Weiss Asset Management LP0$00.00%−81,337−100.0%Sold out
O'Shares Investment Advisers, LLC0$00.00%−73,521−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−73,078−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−69,994−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−54,932−100.0%Sold out
Concorde Asset Management, LLC0$00.00%−51,877−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−41,142−100.0%Sold out
Teza Capital Management LLC0$00.00%−38,271−100.0%Sold out
Caxton Associates LP0$00.00%−35,573−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−35,476−100.0%Sold out
CWM Advisors, LLC0$00.00%−33,977−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−31,006−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−26,829−100.0%Sold out
Walleye Capital LLC0$00.00%−26,693−100.0%Sold out
Eagle Harbor Asset Management Inc0$00.00%−24,950−100.0%Sold out
V Wealth Advisors LLC0$00.00%−20,500−100.0%Sold out
Guardian Investment Management0$00.00%−15,000−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−13,970−100.0%Sold out
Principle Wealth Partners LLC0$00.00%−13,540−100.0%Sold out
Essex Financial Services, Inc.0$00.00%−12,690−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−11,630−100.0%Sold out
Latitude Advisors, LLC0$00.00%−11,467−100.0%Sold out
Agf Investments Inc.0$00.00%−10,647−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−10,286−100.0%Sold out
Ergoteles LLC0$00.00%−9,638−100.0%Sold out
Virtu Financial LLC0$00.00%−8,318−100.0%Sold out
Paladin Advisory Group, LLC0$00.00%−3,584−100.0%Sold out
De Burlo Group Inc0$00.00%−2,400−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−1,524−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,400−100.0%Sold out
Longfellow Investment Management Co LLC0$00.00%−1,034−100.0%Sold out
Optimum Investment Advisors0$00.00%−600−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−400−100.0%Sold out
Lake Point Wealth Management0$00.00%−400−100.0%Sold out
Spire Wealth Management0$00.00%−345−100.0%Sold out
Denali Advisors LLC0$00.00%−73−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−66−100.0%Sold out
Assetmark, Inc0$00.00%−44−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−27−100.0%Sold out
Investors Research Corp0$00.00%−29−100.0%Sold out
Evoke Wealth, LLC0$00.00%−23−100.0%Sold out
Cordant, Inc.0$00.00%−43−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−35−100.0%Sold out
TCWP LLC0$00.00%−8−100.0%Sold out
Franchise Capital Ltd0$00.00%−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