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 |
|---|---|---|---|---|---|
| Comerica Bank | 116,873 | $4.86M | 0.04% | −2,805−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 112,090 | $4.77M | 0.01% | −36,461−24.5% | Reduced |
| Nisa Investment Advisors, LLC | 110,373 | $4.68M | 0.04% | +39,603+56.0% | Added |
| Natixis | 110,000 | $4.68M | 0.02% | −70,000−38.9% | Reduced |
| MetLife Investment Management | 107,952 | $4.59M | 0.04% | −1,493−1.4% | Reduced |
| Jane Street Group, LLC | 107,843 | $4.59M | 0.01% | +73,769+216.5% | Added |
| Kestrel Investment Management Corp | 103,900 | $4.42M | 2.80% | −134,650−56.4% | Reduced |
| Roosevelt Investment Group LLC | 95,000 | $4.04M | 0.29% | +3,000+3.3% | Added |
| State of New Jersey Common Pension Fund D | 92,803 | $3.95M | 0.02% | −4,908−5.0% | Reduced |
| Quantedge Capital Pte Ltd | 90,500 | $3.85M | 1.19% | +37,500+70.8% | Added |
| Public Employees Retirement System of Ohio | 88,794 | $3.78M | 0.02% | +6,940+8.5% | Added |
| Intech Investment Management LLC | 87,522 | $3.72M | 0.03% | −19,066−17.9% | Reduced |
| Glenmede Trust Co NA | 86,786 | $3.69M | 0.02% | +38,867+81.1% | Added |
| Crossmark Global Holdings, Inc. | 86,314 | $3.67M | 0.10% | −13,200−13.3% | Reduced |
| LPL Financial LLC | 86,225 | $3.67M | 0.00% | +28,910+50.4% | Added |
| Yousif Capital Management, LLC | 84,877 | $3.61M | 0.05% | −9,034−9.6% | Reduced |
| Raymond James & Associates | 84,599 | $3.60M | 0.00% | +6,046+7.7% | Added |
| Nomura Asset Management Co Ltd | 84,440 | $3.59M | 0.02% | +82,580+4,439.8% | Added |
| Zacks Investment Management | 81,857 | $3.48M | 0.06% | +81,857 | New |
| Price T Rowe Associates Inc | 80,275 | $3.42M | 0.00% | −7,055−8.1% | Reduced |
| Eaton Vance Management | 79,569 | $3.38M | 0.01% | +892+1.1% | Added |
| Russell Investments Group, Ltd. | 79,052 | $3.38M | 0.01% | −34,097−30.1% | Reduced |
| Mercer Global Advisors Inc | 78,033 | $3.32M | 0.02% | −46,219−37.2% | Reduced |
| Janney Montgomery Scott LLC | 76,117 | $3.24M | 0.01% | +76,117 | New |
| Virginia Retirement Systems Et Al | 75,400 | $3.21M | 0.04% | +75,400 | New |
| Trexquant Investment LP | 75,241 | $3.20M | 0.11% | +22,187+41.8% | Added |
| Aviva PLC | 72,525 | $3.08M | 0.02% | −37,920−34.3% | Reduced |
| Prudential Financial Inc | 70,344 | $3.05M | 0.01% | +54,435+342.2% | Added |
| PGGM Investments | 71,207 | $3.03M | 0.05% | +71,207 | New |
| Sumitomo Mitsui Financial Group, Inc. | 54,109 | $3.02M | 0.13% | −460,265−89.5% | Reduced |
| Round Hill Asset Management | 70,652 | $3.01M | 2.04% | −652−0.9% | Reduced |
| Alaska Permanent Fund Corp | 70,400 | $3.00M | 0.05% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 68,330 | $2.91M | 0.02% | −1,210−1.7% | Reduced |
| Bridgeway Capital Management, LLC | 67,100 | $2.85M | 0.08% | +67,100 | New |
| EAM Global Investors LLC | 66,244 | $2.82M | 0.75% | −10,898−14.1% | Reduced |
| APG Asset Management N.V. | 64,600 | $2.81M | 0.01% | +64,600 | New |
| Ontario Teachers Pension Plan Board | 65,777 | $2.80M | 0.04% | +51,844+372.1% | Added |
| Toroso Investments, LLC | 65,761 | $2.80M | 0.12% | −45,754−41.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,276 | $2.69M | 0.03% | +95+0.2% | Added |
| LMR Partners LLP | 62,895 | $2.68M | 0.07% | +48,182+327.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 62,018 | $2.64M | 0.17% | +11,622+23.1% | Added |
| Quadrature Capital Ltd | 61,673 | $2.63M | 0.08% | +52,901+603.1% | Added |
| Westpac Banking Corp | 61,131 | $2.60M | 0.04% | +61,131 | New |
| Human Investing LLC | 60,636 | $2.58M | 0.66% | −20,282−25.1% | Reduced |
| D.A. Davidson & Co. | 59,320 | $2.52M | 0.03% | −3,366−5.4% | Reduced |
| Voya Investment Management LLC | 58,869 | $2.50M | 0.00% | −3,201−5.2% | Reduced |
| Truist Financial Corp | 58,858 | $2.50M | 0.00% | +283+0.5% | Added |
| Canada Pension Plan Investment Board | 58,600 | $2.49M | 0.00% | +58,600 | New |
| Two Sigma Investments, LP | 58,053 | $2.47M | 0.01% | −70,900−55.0% | Reduced |
| Green Square Capital Advisors LLC | 57,402 | $2.44M | 0.43% | −17,864−23.7% | Reduced |
| Auxier Asset Management | 54,182 | $2.31M | 0.44% | −6,070−10.1% | Reduced |
| Rings Capital Management LLC | 53,000 | $2.25M | 2.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 51,607 | $2.19M | 0.40% | +4,467+9.5% | 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 |
| Hanlon Investment Management, Inc. | 49,063 | $2.09M | 0.78% | +2,596+5.6% | Added |
| Commerce Bank | 48,536 | $2.06M | 0.02% | +4,273+9.7% | Added |
| Bridgewater Associates, LP | 48,167 | $2.05M | 0.01% | −92,250−65.7% | Reduced |
| Guggenheim Capital LLC | 47,361 | $2.02M | 0.02% | −47,399−50.0% | Reduced |
| Oregon Public Employees Retirement Fund | 46,587 | $1.98M | 0.03% | −900−1.9% | Reduced |
| Argyle Capital Management Inc. | 45,950 | $1.96M | 0.76% | 00.0% | Unchanged |
| 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 |
| Arizona State Retirement System | 43,369 | $1.84M | 0.02% | −1,221−2.7% | Reduced |
| Mork Capital Management, LLC | 43,290 | $1.84M | 1.81% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 43,260 | $1.84M | 0.06% | +17,966+71.0% | Added |
| Louisiana State Employees Retirement System | 42,500 | $1.81M | 0.05% | +600+1.4% | Added |
| 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 |
| Alps Advisors Inc | 42,205 | $1.80M | 0.02% | −35,266−45.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 41,674 | $1.77M | 0.00% | +3,742+9.9% | Added |
| Ameritas Investment Partners, Inc. | 41,043 | $1.75M | 0.08% | −1,518−3.6% | Reduced |
| State of Michigan Retirement System | 40,268 | $1.71M | 0.01% | −300−0.7% | Reduced |
| Gabelli Funds LLC | 40,000 | $1.70M | 0.01% | −13,500−25.2% | Reduced |
| River & Mercantile Asset Management LLP | 39,445 | $1.68M | 0.32% | −15,320−28.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 38,436 | $1.64M | 0.00% | −2,558−6.2% | Reduced |
| Engineers Gate Manager LP | 37,817 | $1.61M | 0.10% | −83,895−68.9% | Reduced |
| Cunning Capital Partners, LP | 37,575 | $1.60M | 1.27% | −9,790−20.7% | Reduced |
| National Bank of Canada | 37,292 | $1.58M | 0.01% | +8,117+27.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 44,453 | $1.57M | 0.11% | 00.0% | Unchanged |
| EAM Investors, LLC | 36,742 | $1.56M | 0.34% | −4,330−10.5% | Reduced |
| AGF Investments LLC | 36,345 | $1.55M | 0.14% | +8,613+31.1% | Added |
| Creative Planning | 36,124 | $1.54M | 0.00% | +1,714+5.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 35,804 | $1.52M | 0.00% | −10,500−22.7% | Reduced |
| Convergence Investment Partners, LLC | 35,620 | $1.51M | 0.99% | −11,297−24.1% | Reduced |
| Ergoteles LLC | 35,568 | $1.51M | 0.05% | +35,568 | New |
| Redhawk Wealth Advisors, Inc. | 34,359 | $1.46M | 0.62% | +5,913+20.8% | Added |
| AlphaCrest Capital Management LLC | 33,925 | $1.44M | 0.09% | −127,003−78.9% | Reduced |
| M&T Bank Corp | 33,409 | $1.42M | 0.01% | −1,072−3.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 32,500 | $1.41M | 0.03% | −1,200−3.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 32,843 | $1.40M | 0.03% | +32,843 | New |
| Bowling Portfolio Management LLC | 32,206 | $1.37M | 0.38% | +32,206 | New |
| Xponance, Inc. | 31,868 | $1.36M | 0.03% | −755−2.3% | Reduced |
| Janus Henderson Group PLC | 31,815 | $1.35M | 0.00% | −2,966−8.5% | Reduced |
| Barnett & Company, Inc. | 30,770 | $1.31M | 1.16% | +4,670+17.9% | Added |
| DekaBank Deutsche Girozentrale | 30,017 | $1.28M | 0.00% | +13,228+78.8% | Added |
| Bank of Montreal | 26,647 | $1.28M | 0.00% | −14,513−35.3% | Reduced |
| Ashfield Capital Partners, LLC | 30,000 | $1.28M | 0.11% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 29,884 | $1.27M | 0.27% | −5,627−15.8% | Reduced |
| Meeder Asset Management Inc | 29,852 | $1.27M | 0.07% | −4,044−11.9% | Reduced |