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 |
|---|---|---|---|---|---|
| Argyle Capital Management Inc. | 45,950 | $1.96M | 0.76% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 46,587 | $1.98M | 0.03% | −900−1.9% | Reduced |
| Guggenheim Capital LLC | 47,361 | $2.02M | 0.02% | −47,399−50.0% | Reduced |
| Bridgewater Associates, LP | 48,167 | $2.05M | 0.01% | −92,250−65.7% | Reduced |
| Commerce Bank | 48,536 | $2.06M | 0.02% | +4,273+9.7% | Added |
| Hanlon Investment Management, Inc. | 49,063 | $2.09M | 0.78% | +2,596+5.6% | Added |
| Davy Global Fund Management Ltd | 50,223 | $2.14M | 0.48% | −19,544−28.0% | Reduced |
| Ritholtz Wealth Management | 50,220 | $2.14M | 0.11% | +2,771+5.8% | Added |
| Tectonic Advisors LLC | 51,607 | $2.19M | 0.40% | +4,467+9.5% | Added |
| Rings Capital Management LLC | 53,000 | $2.25M | 2.02% | 00.0% | Unchanged |
| Auxier Asset Management | 54,182 | $2.31M | 0.44% | −6,070−10.1% | Reduced |
| Green Square Capital Advisors LLC | 57,402 | $2.44M | 0.43% | −17,864−23.7% | Reduced |
| Two Sigma Investments, LP | 58,053 | $2.47M | 0.01% | −70,900−55.0% | Reduced |
| Canada Pension Plan Investment Board | 58,600 | $2.49M | 0.00% | +58,600 | New |
| Truist Financial Corp | 58,858 | $2.50M | 0.00% | +283+0.5% | Added |
| Voya Investment Management LLC | 58,869 | $2.50M | 0.00% | −3,201−5.2% | Reduced |
| D.A. Davidson & Co. | 59,320 | $2.52M | 0.03% | −3,366−5.4% | Reduced |
| Human Investing LLC | 60,636 | $2.58M | 0.66% | −20,282−25.1% | Reduced |
| Westpac Banking Corp | 61,131 | $2.60M | 0.04% | +61,131 | New |
| Quadrature Capital Ltd | 61,673 | $2.63M | 0.08% | +52,901+603.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 62,018 | $2.64M | 0.17% | +11,622+23.1% | Added |
| LMR Partners LLP | 62,895 | $2.68M | 0.07% | +48,182+327.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,276 | $2.69M | 0.03% | +95+0.2% | Added |
| Toroso Investments, LLC | 65,761 | $2.80M | 0.12% | −45,754−41.0% | Reduced |
| Ontario Teachers Pension Plan Board | 65,777 | $2.80M | 0.04% | +51,844+372.1% | Added |
| APG Asset Management N.V. | 64,600 | $2.81M | 0.01% | +64,600 | New |
| EAM Global Investors LLC | 66,244 | $2.82M | 0.75% | −10,898−14.1% | Reduced |
| Bridgeway Capital Management, LLC | 67,100 | $2.85M | 0.08% | +67,100 | New |
| Treasurer of the State of North Carolina | 68,330 | $2.91M | 0.02% | −1,210−1.7% | Reduced |
| Alaska Permanent Fund Corp | 70,400 | $3.00M | 0.05% | 00.0% | Unchanged |
| Round Hill Asset Management | 70,652 | $3.01M | 2.04% | −652−0.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 54,109 | $3.02M | 0.13% | −460,265−89.5% | Reduced |
| PGGM Investments | 71,207 | $3.03M | 0.05% | +71,207 | New |
| Prudential Financial Inc | 70,344 | $3.05M | 0.01% | +54,435+342.2% | Added |
| Aviva PLC | 72,525 | $3.08M | 0.02% | −37,920−34.3% | Reduced |
| Trexquant Investment LP | 75,241 | $3.20M | 0.11% | +22,187+41.8% | Added |
| Virginia Retirement Systems Et Al | 75,400 | $3.21M | 0.04% | +75,400 | New |
| Janney Montgomery Scott LLC | 76,117 | $3.24M | 0.01% | +76,117 | New |
| Mercer Global Advisors Inc | 78,033 | $3.32M | 0.02% | −46,219−37.2% | Reduced |
| Russell Investments Group, Ltd. | 79,052 | $3.38M | 0.01% | −34,097−30.1% | Reduced |
| Eaton Vance Management | 79,569 | $3.38M | 0.01% | +892+1.1% | Added |
| Price T Rowe Associates Inc | 80,275 | $3.42M | 0.00% | −7,055−8.1% | Reduced |
| Zacks Investment Management | 81,857 | $3.48M | 0.06% | +81,857 | New |
| Nomura Asset Management Co Ltd | 84,440 | $3.59M | 0.02% | +82,580+4,439.8% | Added |
| Raymond James & Associates | 84,599 | $3.60M | 0.00% | +6,046+7.7% | Added |
| Yousif Capital Management, LLC | 84,877 | $3.61M | 0.05% | −9,034−9.6% | Reduced |
| LPL Financial LLC | 86,225 | $3.67M | 0.00% | +28,910+50.4% | Added |
| Crossmark Global Holdings, Inc. | 86,314 | $3.67M | 0.10% | −13,200−13.3% | Reduced |
| Glenmede Trust Co NA | 86,786 | $3.69M | 0.02% | +38,867+81.1% | Added |
| Intech Investment Management LLC | 87,522 | $3.72M | 0.03% | −19,066−17.9% | Reduced |
| Public Employees Retirement System of Ohio | 88,794 | $3.78M | 0.02% | +6,940+8.5% | Added |
| Quantedge Capital Pte Ltd | 90,500 | $3.85M | 1.19% | +37,500+70.8% | Added |
| State of New Jersey Common Pension Fund D | 92,803 | $3.95M | 0.02% | −4,908−5.0% | Reduced |
| Roosevelt Investment Group LLC | 95,000 | $4.04M | 0.29% | +3,000+3.3% | Added |
| Kestrel Investment Management Corp | 103,900 | $4.42M | 2.80% | −134,650−56.4% | Reduced |
| Jane Street Group, LLC | 107,843 | $4.59M | 0.01% | +73,769+216.5% | Added |
| MetLife Investment Management | 107,952 | $4.59M | 0.04% | −1,493−1.4% | Reduced |
| Natixis | 110,000 | $4.68M | 0.02% | −70,000−38.9% | Reduced |
| Nisa Investment Advisors, LLC | 110,373 | $4.68M | 0.04% | +39,603+56.0% | Added |
| Advisor Group Holdings, Inc. | 112,090 | $4.77M | 0.01% | −36,461−24.5% | Reduced |
| Comerica Bank | 116,873 | $4.86M | 0.04% | −2,805−2.3% | Reduced |
| Texas Permanent School Fund | 114,779 | $4.88M | 0.08% | −1,151−1.0% | Reduced |
| Citigroup Inc | 116,910 | $4.97M | 0.01% | −94,096−44.6% | Reduced |
| Lodge Hill Capital, LLC | 120,000 | $5.11M | 1.89% | −55,000−31.4% | Reduced |
| Amalgamated Bank | 121,256 | $5.16M | 0.05% | −11,960−9.0% | Reduced |
| Triasima Portfolio Management inc. | 124,100 | $5.28M | 0.43% | +46,555+60.0% | Added |
| Allianz Asset Management GmbH | 127,239 | $5.41M | 0.01% | +102,595+416.3% | Added |
| Mutual of America Capital Management LLC | 128,205 | $5.45M | 0.07% | −5,300−4.0% | Reduced |
| Manufacturers Life Insurance Company, The | 129,539 | $5.51M | 0.00% | −4,629−3.5% | Reduced |
| South Dakota Investment Council | 130,570 | $5.55M | 0.13% | −25,155−16.2% | Reduced |
| Millennium Management LLC | 130,913 | $5.57M | 0.01% | −439,189−77.0% | Reduced |
| Credit Suisse AG | 140,648 | $5.98M | 0.01% | −1,611−1.1% | Reduced |
| Los Angeles Capital Management LLC | 144,519 | $6.15M | 0.03% | +144,519 | New |
| Alberta Investment Management Corp | 147,201 | $6.26M | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 148,726 | $6.33M | 0.01% | −77,303−34.2% | Reduced |
| Tudor Investment Corp Et Al | 149,578 | $6.36M | 0.16% | +118,320+378.5% | Added |
| Rodgers Brothers Inc. | 149,700 | $6.37M | 1.36% | −9,650−6.1% | Reduced |
| Great West Life Assurance Co | 165,072 | $7.02M | 0.02% | +21,473+15.0% | Added |
| Ensign Peak Advisors, Inc | 176,725 | $7.52M | 0.02% | +100,510+131.9% | Added |
| Atika Capital Management LLC | 177,000 | $7.53M | 0.85% | +177,000 | New |
| Stifel Financial Corp | 191,296 | $8.14M | 0.01% | +9,668+5.3% | Added |
| Teacher Retirement System of Texas | 195,092 | $8.30M | 0.06% | +15,597+8.7% | Added |
| State Board of Administration of Florida Retirement System | 197,623 | $8.41M | 0.02% | −3,730−1.9% | Reduced |
| Royal Bank of Canada | 198,637 | $8.45M | 0.00% | −142,524−41.8% | Reduced |
| Financial Counselors Inc | 205,727 | $8.75M | 0.22% | −24,521−10.6% | Reduced |
| Envestnet Asset Management Inc | 208,255 | $8.86M | 0.01% | −52,125−20.0% | Reduced |
| Retirement Systems of Alabama | 208,937 | $8.89M | 0.04% | −1,301−0.6% | Reduced |
| Sound Income Strategies, LLC | 210,110 | $8.94M | 1.30% | −126,547−37.6% | Reduced |
| California State Teachers Retirement System | 210,474 | $8.95M | 0.02% | −2,000−0.9% | Reduced |
| Swedbank AB | 215,968 | $9.19M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 223,597 | $9.51M | 0.01% | −25,346−10.2% | Reduced |
| Franklin Resources Inc | 227,967 | $9.70M | 0.01% | +169,860+292.3% | Added |
| Candriam Luxembourg S.C.A. | 229,484 | $9.76M | 0.07% | +229,484 | New |
| Susquehanna Fundamental Investments, LLC | 236,165 | $10.0M | 0.17% | +236,165 | New |
| Alliancebernstein L.P. | 236,611 | $10.1M | 0.00% | −5,298−2.2% | Reduced |
| Ibex Wealth Advisors | 241,006 | $10.3M | 2.66% | −4,912−2.0% | Reduced |
| New York State Teachers Retirement System | 246,676 | $10.5M | 0.03% | +24,945+11.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 247,672 | $10.5M | 0.02% | +247,672 | New |
| Twin Tree Management, LP | 248,896 | $10.6M | 0.29% | +239,985+2,693.1% | Added |
| Cubist Systematic Strategies, LLC | 251,851 | $10.7M | 0.08% | −9,103−3.5% | Reduced |