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 |
|---|---|---|---|---|---|
| EHP Funds Inc. | 14,600 | $621.0K | 0.14% | −6,600−31.1% | Reduced |
| Allworth Financial LP | 14,587 | $621.0K | 0.01% | +3,711+34.1% | Added |
| Verition Fund Management LLC | 14,663 | $624.0K | 0.01% | +226+1.6% | Added |
| Legacy Bridge, LLC | 14,785 | $629.0K | 0.50% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,810 | $630.0K | 0.00% | +699+5.0% | Added |
| RBF Capital, LLC | 15,000 | $638.0K | 0.05% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 15,370 | $654.0K | 0.04% | +8,627+127.9% | Added |
| GWM Advisors LLC | 15,510 | $660.0K | 0.01% | +6,507+72.3% | Added |
| Edgestream Partners, L.P. | 15,562 | $662.0K | 0.05% | −37,004−70.4% | Reduced |
| TSP Capital Management Group, LLC | – | $689.0K | 0.29% | – | – |
| MSH Capital Advisors LLC | 16,313 | $694.0K | 0.34% | 00.0% | Unchanged |
| Ci Investments Inc. | 16,435 | $699.0K | 0.00% | −10,246−38.4% | Reduced |
| Rockland Trust Co | 16,666 | $709.0K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,732 | $712.0K | 0.01% | +1,020+6.5% | Added |
| SG Americas Securities, LLC | 17,056 | $726.0K | 0.01% | −28,272−62.4% | Reduced |
| AE Wealth Management LLC | 17,075 | $726.0K | 0.01% | −4,025−19.1% | Reduced |
| Aigen Investment Management, LP | 17,273 | $735.0K | 0.11% | +17,273 | New |
| United Services Automobile Association | 17,602 | $749.0K | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 18,000 | $766.0K | 0.13% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 17,996 | $766.0K | 0.00% | +4,879+37.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,123 | $771.0K | 0.00% | +684+3.9% | Added |
| Exchange Traded Concepts, LLC | 18,198 | $774.0K | 0.03% | +18,198 | New |
| Natixis Advisors, L.P. | 18,446 | $785.0K | 0.00% | +4,292+30.3% | Added |
| Hussman Strategic Advisors, Inc. | 18,600 | $791.0K | 0.14% | −12,400−40.0% | Reduced |
| The PNC Financial Services Group, Inc. | 18,674 | $794.0K | 0.00% | +2,965+18.9% | Added |
| New York Life Investment Management LLC | 19,448 | $827.0K | 0.01% | +1,539+8.6% | Added |
| Handelsbanken Fonder AB | 19,600 | $834.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 19,958 | $849.0K | 0.00% | +63+0.3% | Added |
| Crawford Investment Counsel Inc | 20,170 | $858.0K | 0.02% | −3,945−16.4% | Reduced |
| Huber Capital Management LLC | 20,213 | $860.0K | 0.24% | −5,754−22.2% | Reduced |
| AXA S.A. | 20,400 | $867.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 20,462 | $870.0K | 0.02% | +20,462 | New |
| Park Circle Co | 20,800 | $885.0K | 0.92% | 00.0% | Unchanged |
| Range Financial Group LLC | 20,905 | $889.0K | 0.69% | −71,682−77.4% | Reduced |
| Quent Capital, LLC | 21,026 | $894.0K | 0.19% | +5,833+38.4% | Added |
| Duality Advisers, LP | 21,669 | $922.0K | 0.10% | +21,669 | New |
| Ceera Investments, LLC | 21,749 | $925.0K | 0.61% | −24,995−53.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,929 | $933.0K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 22,148 | $942.0K | 0.01% | −785−3.4% | Reduced |
| Concorde Asset Management, LLC | 22,343 | $950.0K | 1.06% | +22,343 | New |
| STRS Ohio | 22,404 | $953.0K | 0.00% | −7,666−25.5% | Reduced |
| Harrison & Co Wealth Management, LLC | 22,530 | $958.0K | 1.02% | −2,399−9.6% | Reduced |
| Mariner, LLC | 22,886 | $974.0K | 0.00% | +1,493+7.0% | Added |
| Algert Global LLC | 22,937 | $976.0K | 0.06% | −44,568−66.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,049 | $981.0K | 0.02% | −3,665−13.7% | Reduced |
| Group One Trading, L.P. | 23,147 | $985.0K | 0.03% | −2,388−9.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,188 | $986.0K | 0.22% | +1,441+6.6% | Added |
| Bank of Nova Scotia | 23,241 | $989.0K | 0.00% | −1,027−4.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,300 | $991.0K | 0.01% | +5,300+29.4% | Added |
| Ifrah Financial Services, Inc. | 23,725 | $1.01M | 0.35% | −32−0.1% | Reduced |
| Wealthfront Advisers LLC | 23,853 | $1.01M | 0.01% | −303−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 23,970 | $1.02M | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 24,332 | $1.03M | 0.08% | +14,536+148.4% | Added |
| New Mexico Educational Retirement Board | 25,100 | $1.07M | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 26,643 | $1.13M | 0.01% | −6,804−20.3% | Reduced |
| Federated Hermes, Inc. | 27,595 | $1.17M | 0.00% | +578+2.1% | Added |
| Teachers Retirement System of the State of Kentucky | 28,215 | $1.20M | 0.01% | +28,215 | New |
| Graham Capital Management, L.P. | 28,733 | $1.22M | 0.05% | +332+1.2% | Added |
| Paragon Capital Management Inc | 28,806 | $1.23M | 1.20% | +28,806 | New |
| Walleye Trading LLC | 29,020 | $1.24M | 0.04% | +29,020 | New |
| State of Wisconsin Investment Board | 29,581 | $1.26M | 0.00% | −11,307−27.7% | Reduced |
| Meeder Asset Management Inc | 29,852 | $1.27M | 0.07% | −4,044−11.9% | Reduced |
| Redwood Investment Management, LLC | 29,884 | $1.27M | 0.27% | −5,627−15.8% | Reduced |
| Ashfield Capital Partners, LLC | 30,000 | $1.28M | 0.11% | 00.0% | Unchanged |
| Bank of Montreal | 26,647 | $1.28M | 0.00% | −14,513−35.3% | Reduced |
| DekaBank Deutsche Girozentrale | 30,017 | $1.28M | 0.00% | +13,228+78.8% | Added |
| Barnett & Company, Inc. | 30,770 | $1.31M | 1.16% | +4,670+17.9% | Added |
| Janus Henderson Group PLC | 31,815 | $1.35M | 0.00% | −2,966−8.5% | Reduced |
| Xponance, Inc. | 31,868 | $1.36M | 0.03% | −755−2.3% | Reduced |
| Bowling Portfolio Management LLC | 32,206 | $1.37M | 0.38% | +32,206 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 32,843 | $1.40M | 0.03% | +32,843 | New |
| Harel Insurance Investments & Financial Services Ltd. | 32,500 | $1.41M | 0.03% | −1,200−3.6% | Reduced |
| M&T Bank Corp | 33,409 | $1.42M | 0.01% | −1,072−3.1% | Reduced |
| AlphaCrest Capital Management LLC | 33,925 | $1.44M | 0.09% | −127,003−78.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 34,359 | $1.46M | 0.62% | +5,913+20.8% | Added |
| Ergoteles LLC | 35,568 | $1.51M | 0.05% | +35,568 | New |
| Convergence Investment Partners, LLC | 35,620 | $1.51M | 0.99% | −11,297−24.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 35,804 | $1.52M | 0.00% | −10,500−22.7% | Reduced |
| Creative Planning | 36,124 | $1.54M | 0.00% | +1,714+5.0% | Added |
| AGF Investments LLC | 36,345 | $1.55M | 0.14% | +8,613+31.1% | Added |
| EAM Investors, LLC | 36,742 | $1.56M | 0.34% | −4,330−10.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 44,453 | $1.57M | 0.11% | 00.0% | Unchanged |
| National Bank of Canada | 37,292 | $1.58M | 0.01% | +8,117+27.8% | Added |
| Cunning Capital Partners, LP | 37,575 | $1.60M | 1.27% | −9,790−20.7% | Reduced |
| Engineers Gate Manager LP | 37,817 | $1.61M | 0.10% | −83,895−68.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 38,436 | $1.64M | 0.00% | −2,558−6.2% | Reduced |
| River & Mercantile Asset Management LLP | 39,445 | $1.68M | 0.32% | −15,320−28.0% | Reduced |
| Gabelli Funds LLC | 40,000 | $1.70M | 0.01% | −13,500−25.2% | Reduced |
| State of Michigan Retirement System | 40,268 | $1.71M | 0.01% | −300−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 41,043 | $1.75M | 0.08% | −1,518−3.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 41,674 | $1.77M | 0.00% | +3,742+9.9% | Added |
| Alps Advisors Inc | 42,205 | $1.80M | 0.02% | −35,266−45.5% | Reduced |
| Thrivent Financial for Lutherans | 42,239 | $1.80M | 0.00% | +369+0.9% | Added |
| Kingsview Wealth Management, LLC | 42,238 | $1.80M | 0.09% | +32,867+350.7% | Added |
| Louisiana State Employees Retirement System | 42,500 | $1.81M | 0.05% | +600+1.4% | Added |
| ETF Managers Group, LLC | 43,260 | $1.84M | 0.06% | +17,966+71.0% | Added |
| Mork Capital Management, LLC | 43,290 | $1.84M | 1.81% | 00.0% | Unchanged |
| Arizona State Retirement System | 43,369 | $1.84M | 0.02% | −1,221−2.7% | Reduced |
| Deutsche Bank AG | 44,199 | $1.88M | 0.00% | −7,253−14.1% | Reduced |
| Versor Investments LP | 44,221 | $1.88M | 0.11% | +44,221 | New |