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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 252,054 | $10.7M | 0.00% | +50,730+25.2% | Added |
| American International Group, Inc. | 252,529 | $10.7M | 0.08% | −11,901−4.5% | Reduced |
| Legal & General Group Plc | 255,257 | $10.9M | 0.00% | −15,101−5.6% | Reduced |
| Winton Group Ltd | 257,586 | $11.0M | 0.72% | +149,683+138.7% | Added |
| Advisors Asset Management, Inc. | 259,215 | $11.0M | 0.22% | −115,019−30.7% | Reduced |
| Man Group plc | 284,143 | $12.1M | 0.06% | – | – |
| UBS Group AG | 315,716 | $13.4M | 0.01% | −58,471−15.6% | Reduced |
| SEI Investments Co | 320,451 | $13.6M | 0.03% | +24,156+8.2% | Added |
| Storebrand Asset Management AS | 321,291 | $13.7M | 0.08% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 360,497 | $15.3M | 0.04% | +223,634+163.4% | Added |
| Ameriprise Financial Inc | 369,913 | $15.7M | 0.01% | −35,467−8.7% | Reduced |
| Swiss National Bank | 378,400 | $16.1M | 0.01% | −9,200−2.4% | Reduced |
| California Public Employees Retirement System | 395,410 | $16.8M | 0.02% | +81,799+26.1% | Added |
| UBS Asset Management Americas Inc | 408,978 | $17.4M | 0.01% | −25,459−5.9% | Reduced |
| First Trust Advisors LP | 410,354 | $17.5M | 0.02% | −149,386−26.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 411,881 | $17.5M | 0.33% | −15,437−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 434,027 | $18.5M | 0.03% | −144,312−25.0% | Reduced |
| HSBC Holdings PLC | 453,667 | $19.5M | 0.04% | +387,749+588.2% | Added |
| Qube Research & Technologies Ltd | 471,329 | $20.1M | 0.13% | +471,329 | New |
| Fulton Breakefield Broenniman LLC | 481,791 | $20.5M | 1.93% | −155,497−24.4% | Reduced |
| Pacer Advisors, Inc. | 482,742 | $20.5M | 0.14% | −71,287−12.9% | Reduced |
| Rhumbline Advisers | 485,134 | $20.6M | 0.03% | +3,393+0.7% | Added |
| Acadian Asset Management LLC | 661,727 | $28.1M | 0.15% | +405,132+157.9% | Added |
| Voloridge Investment Management, LLC | 674,810 | $28.7M | 0.15% | −50,136−6.9% | Reduced |
| NewEdge Wealth, LLC | 675,642 | $28.7M | 1.36% | +65,293+10.7% | Added |
| Principal Financial Group Inc | 683,092 | $29.1M | 0.02% | −118,089−14.7% | Reduced |
| Nuveen Asset Management, LLC | 689,752 | $29.3M | 0.01% | +84,358+13.9% | Added |
| Victory Capital Management Inc | 724,970 | $30.8M | 0.04% | −11,804−1.6% | Reduced |
| JPMorgan Chase & Co | 755,917 | $32.2M | 0.00% | +156,036+26.0% | Added |
| D. E. Shaw & Co., Inc. | 803,705 | $34.2M | 0.06% | +427,372+113.6% | Added |
| American Century Companies Inc | 808,578 | $34.4M | 0.03% | +145,647+22.0% | Added |
| Macquarie Group Ltd | 817,732 | $34.9M | 0.04% | +723,394+766.8% | Added |
| Wedge Capital Management L L P | 887,367 | $37.7M | 0.64% | −34,107−3.7% | Reduced |
| Royce & Associates LP | 935,132 | $39.8M | 0.45% | −398,524−29.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 985,038 | $41.9M | 0.14% | +505,888+105.6% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,035,019 | $44.0M | 1.13% | −85,875−7.7% | Reduced |
| Norges Bank | 1,088,449 | $46.3M | 0.01% | −374,067−25.6% | Reduced |
| Bank of America Corp | 1,098,562 | $46.7M | 0.01% | +609,241+124.5% | Added |
| Schroder Investment Management Group | 1,143,164 | $48.6M | 0.08% | +739,662+183.3% | Added |
| HighTower Advisors, LLC | 1,157,569 | $49.2M | 0.13% | −7,112−0.6% | Reduced |
| Renaissance Technologies LLC | 1,168,700 | $49.7M | 0.07% | −174,100−13.0% | Reduced |
| Artisan Partners Limited Partnership | 1,226,840 | $52.2M | 0.09% | −739,503−37.6% | Reduced |
| Invesco Ltd. | 1,227,422 | $52.2M | 0.02% | +149,288+13.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,242,425 | $52.9M | 0.08% | +929,849+297.5% | Added |
| Goldman Sachs Group Inc | 1,288,773 | $54.8M | 0.02% | −154,643−10.7% | Reduced |
| Morgan Stanley | 1,296,235 | $55.1M | 0.01% | −533,794−29.2% | Reduced |
| AQR Capital Management LLC | 1,433,448 | $61.0M | 0.15% | +389,814+37.4% | Added |
| LSV Asset Management | 2,038,318 | $86.7M | 0.20% | −98,297−4.6% | Reduced |
| Lazard Asset Management LLC | 2,041,801 | $86.9M | 0.13% | −307,360−13.1% | Reduced |
| Geode Capital Management, LLC | 2,073,601 | $88.2M | 0.01% | +46,155+2.3% | Added |
| Dimensional Fund Advisors LP | 2,148,288 | $91.4M | 0.04% | +147,300+7.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,287,277 | $97.3M | 0.70% | −565,451−19.8% | Reduced |
| Jupiter Asset Management Ltd | 2,350,000 | $100.0M | 1.55% | −6,847,552−74.4% | Reduced |
| Northern Trust Corp | 2,387,442 | $101.6M | 0.02% | +85,983+3.7% | Added |
| Bank of New York Mellon Corp | 2,611,292 | $111.1M | 0.03% | −57,166−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 3,609,566 | $153.6M | 0.05% | +655,199+22.2% | Added |
| State Street Corp | 6,993,932 | $299.5M | 0.02% | −666,006−8.7% | Reduced |
| Wellington Management Group LLP | 8,409,083 | $357.7M | 0.08% | +3,928,162+87.7% | Added |
| FMR LLC | 14,679,474 | $624.5M | 0.07% | +1,898,139+14.9% | Added |
| Vanguard Group Inc | 18,765,423 | $798.3M | 0.02% | −842,997−4.3% | Reduced |
| BlackRock Inc. | 19,856,128 | $844.7M | 0.03% | +751,766+3.9% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −698,824−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −615,179−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −274,730−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −181,841−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −154,500−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −150,468−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −120,715−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −83,775−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −81,473−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −70,611−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −70,123−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −56,808−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −36,544−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −32,349−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −30,664−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −27,391−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −21,976−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −21,579−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −18,818−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −17,130−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −14,907−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −14,451−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,246−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −12,734−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −11,701−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −11,447−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −7,905−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −6,961−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −150−100.0% | Sold out |