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, Q3 2022
Institutional positions in H&R Block Inc as of Sep 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
- 461
- +30 vs. Q2 2022
- Shares held
- 138.0M
- −676.5K (−0.5%) vs. Q2 2022
- Total value
- $5.87B
- +$945.2M (+19.2%) vs. Q2 2022
- New holders
- 75
- 131 more added
- Sold out
- 45
- 177 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 19,856,128 | $844.7M | 0.03% | +751,766+3.9% | Added |
| Vanguard Group Inc | 18,765,423 | $798.3M | 0.02% | −842,997−4.3% | Reduced |
| FMR LLC | 14,679,474 | $624.5M | 0.07% | +1,898,139+14.9% | Added |
| Wellington Management Group LLP | 8,409,083 | $357.7M | 0.08% | +3,928,162+87.7% | Added |
| State Street Corp | 6,993,932 | $299.5M | 0.02% | −666,006−8.7% | Reduced |
| Charles Schwab Investment Management Inc | 3,609,566 | $153.6M | 0.05% | +655,199+22.2% | Added |
| Bank of New York Mellon Corp | 2,611,292 | $111.1M | 0.03% | −57,166−2.1% | Reduced |
| Northern Trust Corp | 2,387,442 | $101.6M | 0.02% | +85,983+3.7% | Added |
| Jupiter Asset Management Ltd | 2,350,000 | $100.0M | 1.55% | −6,847,552−74.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,287,277 | $97.3M | 0.70% | −565,451−19.8% | Reduced |
| Dimensional Fund Advisors LP | 2,148,288 | $91.4M | 0.04% | +147,300+7.4% | Added |
| Geode Capital Management, LLC | 2,073,601 | $88.2M | 0.01% | +46,155+2.3% | Added |
| Lazard Asset Management LLC | 2,041,801 | $86.9M | 0.13% | −307,360−13.1% | Reduced |
| LSV Asset Management | 2,038,318 | $86.7M | 0.20% | −98,297−4.6% | Reduced |
| AQR Capital Management LLC | 1,433,448 | $61.0M | 0.15% | +389,814+37.4% | Added |
| Morgan Stanley | 1,296,235 | $55.1M | 0.01% | −533,794−29.2% | Reduced |
| Goldman Sachs Group Inc | 1,288,773 | $54.8M | 0.02% | −154,643−10.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,242,425 | $52.9M | 0.08% | +929,849+297.5% | Added |
| Invesco Ltd. | 1,227,422 | $52.2M | 0.02% | +149,288+13.8% | Added |
| Artisan Partners Limited Partnership | 1,226,840 | $52.2M | 0.09% | −739,503−37.6% | Reduced |
| Renaissance Technologies LLC | 1,168,700 | $49.7M | 0.07% | −174,100−13.0% | Reduced |
| HighTower Advisors, LLC | 1,157,569 | $49.2M | 0.13% | −7,112−0.6% | Reduced |
| Schroder Investment Management Group | 1,143,164 | $48.6M | 0.08% | +739,662+183.3% | Added |
| Bank of America Corp | 1,098,562 | $46.7M | 0.01% | +609,241+124.5% | Added |
| Norges Bank | 1,088,449 | $46.3M | 0.01% | −374,067−25.6% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,035,019 | $44.0M | 1.13% | −85,875−7.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 985,038 | $41.9M | 0.14% | +505,888+105.6% | Added |
| Royce & Associates LP | 935,132 | $39.8M | 0.45% | −398,524−29.9% | Reduced |
| Wedge Capital Management L L P | 887,367 | $37.7M | 0.64% | −34,107−3.7% | Reduced |
| Macquarie Group Ltd | 817,732 | $34.9M | 0.04% | +723,394+766.8% | Added |
| American Century Companies Inc | 808,578 | $34.4M | 0.03% | +145,647+22.0% | Added |
| D. E. Shaw & Co., Inc. | 803,705 | $34.2M | 0.06% | +427,372+113.6% | Added |
| JPMorgan Chase & Co | 755,917 | $32.2M | 0.00% | +156,036+26.0% | Added |
| Victory Capital Management Inc | 724,970 | $30.8M | 0.04% | −11,804−1.6% | Reduced |
| Nuveen Asset Management, LLC | 689,752 | $29.3M | 0.01% | +84,358+13.9% | Added |
| Principal Financial Group Inc | 683,092 | $29.1M | 0.02% | −118,089−14.7% | Reduced |
| NewEdge Wealth, LLC | 675,642 | $28.7M | 1.36% | +65,293+10.7% | Added |
| Voloridge Investment Management, LLC | 674,810 | $28.7M | 0.15% | −50,136−6.9% | Reduced |
| Acadian Asset Management LLC | 661,727 | $28.1M | 0.15% | +405,132+157.9% | Added |
| Rhumbline Advisers | 485,134 | $20.6M | 0.03% | +3,393+0.7% | Added |
| Pacer Advisors, Inc. | 482,742 | $20.5M | 0.14% | −71,287−12.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 481,791 | $20.5M | 1.93% | −155,497−24.4% | Reduced |
| Qube Research & Technologies Ltd | 471,329 | $20.1M | 0.13% | +471,329 | New |
| HSBC Holdings PLC | 453,667 | $19.5M | 0.04% | +387,749+588.2% | Added |
| Allspring Global Investments Holdings, LLC | 434,027 | $18.5M | 0.03% | −144,312−25.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 411,881 | $17.5M | 0.33% | −15,437−3.6% | Reduced |
| First Trust Advisors LP | 410,354 | $17.5M | 0.02% | −149,386−26.7% | Reduced |
| UBS Asset Management Americas Inc | 408,978 | $17.4M | 0.01% | −25,459−5.9% | Reduced |
| California Public Employees Retirement System | 395,410 | $16.8M | 0.02% | +81,799+26.1% | Added |
| Swiss National Bank | 378,400 | $16.1M | 0.01% | −9,200−2.4% | Reduced |
| Ameriprise Financial Inc | 369,913 | $15.7M | 0.01% | −35,467−8.7% | Reduced |
| BNP Paribas Arbitrage, SA | 360,497 | $15.3M | 0.04% | +223,634+163.4% | Added |
| Storebrand Asset Management AS | 321,291 | $13.7M | 0.08% | 00.0% | Unchanged |
| SEI Investments Co | 320,451 | $13.6M | 0.03% | +24,156+8.2% | Added |
| UBS Group AG | 315,716 | $13.4M | 0.01% | −58,471−15.6% | Reduced |
| Man Group plc | 284,143 | $12.1M | 0.06% | – | – |
| Advisors Asset Management, Inc. | 259,215 | $11.0M | 0.22% | −115,019−30.7% | Reduced |
| Winton Group Ltd | 257,586 | $11.0M | 0.72% | +149,683+138.7% | Added |
| Legal & General Group Plc | 255,257 | $10.9M | 0.00% | −15,101−5.6% | Reduced |
| American International Group, Inc. | 252,529 | $10.7M | 0.08% | −11,901−4.5% | Reduced |
| Wells Fargo & Company | 252,054 | $10.7M | 0.00% | +50,730+25.2% | Added |
| Cubist Systematic Strategies, LLC | 251,851 | $10.7M | 0.08% | −9,103−3.5% | Reduced |
| Twin Tree Management, LP | 248,896 | $10.6M | 0.29% | +239,985+2,693.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 247,672 | $10.5M | 0.02% | +247,672 | New |
| New York State Teachers Retirement System | 246,676 | $10.5M | 0.03% | +24,945+11.3% | Added |
| Ibex Wealth Advisors | 241,006 | $10.3M | 2.66% | −4,912−2.0% | Reduced |
| Alliancebernstein L.P. | 236,611 | $10.1M | 0.00% | −5,298−2.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 236,165 | $10.0M | 0.17% | +236,165 | New |
| Candriam Luxembourg S.C.A. | 229,484 | $9.76M | 0.07% | +229,484 | New |
| Franklin Resources Inc | 227,967 | $9.70M | 0.01% | +169,860+292.3% | Added |
| New York State Common Retirement Fund | 223,597 | $9.51M | 0.01% | −25,346−10.2% | Reduced |
| Swedbank AB | 215,968 | $9.19M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 210,474 | $8.95M | 0.02% | −2,000−0.9% | Reduced |
| Sound Income Strategies, LLC | 210,110 | $8.94M | 1.30% | −126,547−37.6% | Reduced |
| Retirement Systems of Alabama | 208,937 | $8.89M | 0.04% | −1,301−0.6% | Reduced |
| Envestnet Asset Management Inc | 208,255 | $8.86M | 0.01% | −52,125−20.0% | Reduced |
| Financial Counselors Inc | 205,727 | $8.75M | 0.22% | −24,521−10.6% | Reduced |
| Royal Bank of Canada | 198,637 | $8.45M | 0.00% | −142,524−41.8% | Reduced |
| State Board of Administration of Florida Retirement System | 197,623 | $8.41M | 0.02% | −3,730−1.9% | Reduced |
| Teacher Retirement System of Texas | 195,092 | $8.30M | 0.06% | +15,597+8.7% | Added |
| Stifel Financial Corp | 191,296 | $8.14M | 0.01% | +9,668+5.3% | Added |
| Atika Capital Management LLC | 177,000 | $7.53M | 0.85% | +177,000 | New |
| Ensign Peak Advisors, Inc | 176,725 | $7.52M | 0.02% | +100,510+131.9% | Added |
| Great West Life Assurance Co | 165,072 | $7.02M | 0.02% | +21,473+15.0% | Added |
| Rodgers Brothers Inc. | 149,700 | $6.37M | 1.36% | −9,650−6.1% | Reduced |
| Tudor Investment Corp Et Al | 149,578 | $6.36M | 0.16% | +118,320+378.5% | Added |
| Barclays PLC | 148,726 | $6.33M | 0.01% | −77,303−34.2% | Reduced |
| Alberta Investment Management Corp | 147,201 | $6.26M | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 144,519 | $6.15M | 0.03% | +144,519 | New |
| Credit Suisse AG | 140,648 | $5.98M | 0.01% | −1,611−1.1% | Reduced |
| Millennium Management LLC | 130,913 | $5.57M | 0.01% | −439,189−77.0% | Reduced |
| South Dakota Investment Council | 130,570 | $5.55M | 0.13% | −25,155−16.2% | Reduced |
| Manufacturers Life Insurance Company, The | 129,539 | $5.51M | 0.00% | −4,629−3.5% | Reduced |
| Mutual of America Capital Management LLC | 128,205 | $5.45M | 0.07% | −5,300−4.0% | Reduced |
| Allianz Asset Management GmbH | 127,239 | $5.41M | 0.01% | +102,595+416.3% | Added |
| Triasima Portfolio Management inc. | 124,100 | $5.28M | 0.43% | +46,555+60.0% | Added |
| Amalgamated Bank | 121,256 | $5.16M | 0.05% | −11,960−9.0% | Reduced |
| Lodge Hill Capital, LLC | 120,000 | $5.11M | 1.89% | −55,000−31.4% | Reduced |
| Citigroup Inc | 116,910 | $4.97M | 0.01% | −94,096−44.6% | Reduced |
| Texas Permanent School Fund | 114,779 | $4.88M | 0.08% | −1,151−1.0% | Reduced |