H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 29,581 | $1.26M | 0.00% | −11,307−27.7% | Reduced |
| Walleye Trading LLC | 29,020 | $1.24M | 0.04% | +29,020 | New |
| Paragon Capital Management Inc | 28,806 | $1.23M | 1.20% | +28,806 | New |
| Graham Capital Management, L.P. | 28,733 | $1.22M | 0.05% | +332+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 28,215 | $1.20M | 0.01% | +28,215 | New |
| Federated Hermes, Inc. | 27,595 | $1.17M | 0.00% | +578+2.1% | Added |
| United Capital Financial Advisers, LLC | 26,643 | $1.13M | 0.01% | −6,804−20.3% | Reduced |
| New Mexico Educational Retirement Board | 25,100 | $1.07M | 0.06% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 24,332 | $1.03M | 0.08% | +14,536+148.4% | Added |
| Public Employees Retirement Association of Colorado | 23,970 | $1.02M | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 23,853 | $1.01M | 0.01% | −303−1.3% | Reduced |
| Ifrah Financial Services, Inc. | 23,725 | $1.01M | 0.35% | −32−0.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,300 | $991.0K | 0.01% | +5,300+29.4% | Added |
| Bank of Nova Scotia | 23,241 | $989.0K | 0.00% | −1,027−4.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,188 | $986.0K | 0.22% | +1,441+6.6% | Added |
| Group One Trading, L.P. | 23,147 | $985.0K | 0.03% | −2,388−9.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,049 | $981.0K | 0.02% | −3,665−13.7% | Reduced |
| Algert Global LLC | 22,937 | $976.0K | 0.06% | −44,568−66.0% | Reduced |
| Mariner, LLC | 22,886 | $974.0K | 0.00% | +1,493+7.0% | Added |
| Harrison & Co Wealth Management, LLC | 22,530 | $958.0K | 1.02% | −2,399−9.6% | Reduced |
| STRS Ohio | 22,404 | $953.0K | 0.00% | −7,666−25.5% | Reduced |
| Concorde Asset Management, LLC | 22,343 | $950.0K | 1.06% | +22,343 | New |
| State of Alaska, Department of Revenue | 22,148 | $942.0K | 0.01% | −785−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,929 | $933.0K | 0.01% | 00.0% | Unchanged |
| Ceera Investments, LLC | 21,749 | $925.0K | 0.61% | −24,995−53.5% | Reduced |
| Duality Advisers, LP | 21,669 | $922.0K | 0.10% | +21,669 | New |
| Quent Capital, LLC | 21,026 | $894.0K | 0.19% | +5,833+38.4% | Added |
| Range Financial Group LLC | 20,905 | $889.0K | 0.69% | −71,682−77.4% | Reduced |
| Park Circle Co | 20,800 | $885.0K | 0.92% | 00.0% | Unchanged |
| MAI Capital Management | 20,462 | $870.0K | 0.02% | +20,462 | New |
| AXA S.A. | 20,400 | $867.8K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 20,213 | $860.0K | 0.24% | −5,754−22.2% | Reduced |
| Crawford Investment Counsel Inc | 20,170 | $858.0K | 0.02% | −3,945−16.4% | Reduced |
| US Bancorp | 19,958 | $849.0K | 0.00% | +63+0.3% | Added |
| Handelsbanken Fonder AB | 19,600 | $834.0K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 19,448 | $827.0K | 0.01% | +1,539+8.6% | Added |
| The PNC Financial Services Group, Inc. | 18,674 | $794.0K | 0.00% | +2,965+18.9% | Added |
| Hussman Strategic Advisors, Inc. | 18,600 | $791.0K | 0.14% | −12,400−40.0% | Reduced |
| Natixis Advisors, L.P. | 18,446 | $785.0K | 0.00% | +4,292+30.3% | Added |
| Exchange Traded Concepts, LLC | 18,198 | $774.0K | 0.03% | +18,198 | New |
| Cambridge Investment Research Advisors, Inc. | 18,123 | $771.0K | 0.00% | +684+3.9% | Added |
| 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 |
| United Services Automobile Association | 17,602 | $749.0K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 17,273 | $735.0K | 0.11% | +17,273 | New |
| 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 |
| MML Investors Services, LLC | 16,732 | $712.0K | 0.01% | +1,020+6.5% | Added |
| Rockland Trust Co | 16,666 | $709.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 16,435 | $699.0K | 0.00% | −10,246−38.4% | Reduced |
| MSH Capital Advisors LLC | 16,313 | $694.0K | 0.34% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | – | $689.0K | 0.29% | – | – |
| Edgestream Partners, L.P. | 15,562 | $662.0K | 0.05% | −37,004−70.4% | Reduced |
| GWM Advisors LLC | 15,510 | $660.0K | 0.01% | +6,507+72.3% | Added |
| Balasa Dinverno & Foltz LLC | 15,370 | $654.0K | 0.04% | +8,627+127.9% | Added |
| RBF Capital, LLC | 15,000 | $638.0K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,810 | $630.0K | 0.00% | +699+5.0% | Added |
| Legacy Bridge, LLC | 14,785 | $629.0K | 0.50% | 00.0% | Unchanged |
| Verition Fund Management LLC | 14,663 | $624.0K | 0.01% | +226+1.6% | Added |
| 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 |
| Securian Asset Management, Inc | 14,549 | $619.0K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 14,500 | $617.0K | 0.16% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 14,358 | $611.0K | 0.06% | −11,884−45.3% | Reduced |
| Illinois Municipal Retirement Fund | 14,246 | $606.0K | 0.01% | +14,246 | New |
| Strategy Asset Managers LLC | 13,852 | $589.0K | 0.16% | −953−6.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,600 | $578.0K | 0.00% | −42,500−75.8% | Reduced |
| Holocene Advisors, LP | 13,432 | $571.0K | 0.00% | +6,528+94.6% | Added |
| Bartlett & Co. Wealth Management LLC | 13,200 | $565.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13,200 | $565.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 13,140 | $559.0K | 0.10% | +983+8.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,944 | $550.6K | 0.06% | +12,944 | New |
| First Citizens Bank & Trust Co | 12,554 | $534.0K | 0.02% | +2,865+29.6% | Added |
| Jennison Associates LLC | 12,563 | $534.0K | 0.00% | +12,563 | New |
| Pictet Asset Management SA | 12,462 | $530.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 12,000 | $510.0K | 0.03% | +1,000+9.1% | Added |
| Bokf, NA | 11,764 | $501.0K | 0.01% | +573+5.1% | Added |
| Brown Advisory Inc | 11,678 | $497.0K | 0.00% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 11,630 | $494.0K | 0.59% | +3,852+49.5% | Added |
| Neuberger Berman Group LLC | 11,585 | $493.0K | 0.00% | −21,981−65.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $493.0K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 11,405 | $485.0K | 0.04% | −10,843−48.7% | Reduced |
| Merit Financial Group, LLC | 11,242 | $478.0K | 0.02% | +82+0.7% | Added |
| Globeflex Capital L P | 11,046 | $470.0K | 0.08% | +11,046 | New |
| Kestra Advisory Services, LLC | 10,807 | $460.0K | 0.00% | −89−0.8% | Reduced |
| AdvisorShares Investments LLC | 10,592 | $451.0K | 0.12% | +10,592 | New |
| Veritable, L.P. | 10,342 | $440.0K | 0.01% | −335−3.1% | Reduced |
| Simplex Trading, LLC | 10,328 | $439.0K | 0.02% | −13,687−57.0% | Reduced |
| Pathstone Family Office, LLC | 10,220 | $436.0K | 0.01% | +3,993+64.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,250 | $436.0K | 0.30% | −322−3.0% | Reduced |
| 1620 Investment Advisors, Inc. | 10,211 | $434.0K | 0.64% | −1,053−9.3% | Reduced |
| Seven Eight Capital, LP | 10,157 | $432.0K | 0.09% | +3,142+44.8% | Added |
| Pinkerton Retirement Specialists, LLC | 10,052 | $428.0K | 0.16% | +10,052 | New |
| Burns Matteson Capital Management, LLC | 9,982 | $424.6K | 0.31% | +9,982 | New |
| Vise Technologies, Inc. | 9,962 | $424.0K | 0.16% | −2,028−16.9% | Reduced |
| Baird Financial Group, Inc. | 9,878 | $421.0K | 0.00% | −257−2.5% | Reduced |
| Ethic Inc. | 9,885 | $421.0K | 0.03% | +9,885 | New |
| Gsa Capital Partners LLP | 9,849 | $419.0K | 0.06% | +9,849 | New |
| Fifth Third Bancorp | 9,567 | $407.0K | 0.00% | +46+0.5% | Added |
| One Wealth Advisors, LLC | 9,522 | $405.0K | 0.13% | −2,680−22.0% | Reduced |