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, Q4 2022
Institutional positions in H&R Block Inc as of Dec 31, 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
- 455
- +8 vs. Q3 2022
- Shares held
- 143.5M
- +5.78M (+4.2%) vs. Q3 2022
- Total value
- $5.24B
- −$617.6M (−10.5%) vs. Q3 2022
- New holders
- 70
- 149 more added
- Sold out
- 62
- 156 more reduced
14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 20,080,859 | $733.2M | 0.02% | +224,731+1.1% | Added |
| FMR LLC | 19,158,318 | $699.5M | 0.07% | +4,478,844+30.5% | Added |
| Vanguard Group Inc | 16,900,959 | $617.1M | 0.02% | −1,864,464−9.9% | Reduced |
| Wellington Management Group LLP | 8,436,857 | $308.0M | 0.06% | +27,774+0.3% | Added |
| State Street Corp | 6,819,909 | $250.9M | 0.01% | −174,023−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 3,912,048 | $142.8M | 0.05% | +302,482+8.4% | Added |
| Lazard Asset Management LLC | 3,044,117 | $111.1M | 0.15% | +1,002,316+49.1% | Added |
| Northern Trust Corp | 2,349,199 | $85.8M | 0.02% | −38,243−1.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,161,616 | $78.9M | 0.50% | −125,661−5.5% | Reduced |
| Geode Capital Management, LLC | 2,139,870 | $78.1M | 0.01% | +66,269+3.2% | Added |
| Bank of New York Mellon Corp | 2,114,553 | $77.2M | 0.02% | −496,739−19.0% | Reduced |
| Dimensional Fund Advisors LP | 2,092,532 | $76.4M | 0.03% | −55,756−2.6% | Reduced |
| LSV Asset Management | 2,066,081 | $75.4M | 0.17% | +27,763+1.4% | Added |
| AQR Capital Management LLC | 2,035,737 | $73.2M | 0.17% | +602,289+42.0% | Added |
| Schroder Investment Management Group | 1,791,021 | $65.4M | 0.10% | +647,857+56.7% | Added |
| Norges Bank | 1,590,599 | $58.1M | 0.01% | +502,150+46.1% | Added |
| Robeco Institutional Asset Management B.V. | 1,528,291 | $55.8M | 0.16% | +543,253+55.2% | Added |
| Arrowstreet Capital, Limited Partnership | 1,471,892 | $53.7M | 0.08% | +229,467+18.5% | Added |
| Goldman Sachs Group Inc | 1,444,150 | $52.7M | 0.02% | +155,377+12.1% | Added |
| Invesco Ltd. | 1,355,001 | $49.5M | 0.01% | +127,579+10.4% | Added |
| Qube Research & Technologies Ltd | 1,338,037 | $48.9M | 0.29% | +866,708+183.9% | Added |
| Morgan Stanley | 1,313,625 | $48.0M | 0.01% | +17,390+1.3% | Added |
| D. E. Shaw & Co., Inc. | 1,247,629 | $45.6M | 0.08% | +443,924+55.2% | Added |
| Bank of America Corp | 1,166,700 | $42.6M | 0.01% | +68,138+6.2% | Added |
| Artisan Partners Limited Partnership | 1,135,293 | $41.4M | 0.07% | −91,547−7.5% | Reduced |
| Los Angeles Capital Management LLC | 1,126,202 | $41.1M | 0.20% | +981,683+679.3% | Added |
| Jupiter Asset Management Ltd | 1,060,000 | $38.7M | 0.57% | −1,290,000−54.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,049,178 | $38.3M | 0.10% | +688,681+191.0% | Added |
| Wedge Capital Management L L P | 896,127 | $32.7M | 0.53% | +8,760+1.0% | Added |
| Pacer Advisors, Inc. | 870,323 | $31.8M | 0.16% | +387,581+80.3% | Added |
| Royce & Associates LP | 748,832 | $27.3M | 0.29% | −186,300−19.9% | Reduced |
| Voloridge Investment Management, LLC | 739,585 | $27.0M | 0.15% | +64,775+9.6% | Added |
| NewEdge Wealth, LLC | 715,824 | $26.1M | 1.13% | +40,182+5.9% | Added |
| HighTower Advisors, LLC | 696,456 | $25.4M | 0.06% | −461,113−39.8% | Reduced |
| Ameriprise Financial Inc | 691,851 | $25.3M | 0.01% | +321,938+87.0% | Added |
| American Century Companies Inc | 668,435 | $24.4M | 0.02% | −140,143−17.3% | Reduced |
| Nuveen Asset Management, LLC | 658,119 | $24.0M | 0.01% | −31,633−4.6% | Reduced |
| HSBC Holdings PLC | 633,074 | $23.0M | 0.03% | +179,407+39.5% | Added |
| JPMorgan Chase & Co | 623,924 | $22.8M | 0.00% | −131,993−17.5% | Reduced |
| Principal Financial Group Inc | 614,153 | $22.4M | 0.02% | −68,939−10.1% | Reduced |
| Macquarie Group Ltd | 607,688 | $22.2M | 0.03% | −210,044−25.7% | Reduced |
| Victory Capital Management Inc | 600,994 | $21.9M | 0.03% | −123,976−17.1% | Reduced |
| Rhumbline Advisers | 517,600 | $18.9M | 0.03% | +32,466+6.7% | Added |
| Fulton Breakefield Broenniman LLC | 486,258 | $17.8M | 1.57% | +4,467+0.9% | Added |
| UBS Asset Management Americas Inc | 478,026 | $17.5M | 0.01% | +69,048+16.9% | Added |
| O'Shaughnessy Asset Management, LLC | 405,255 | $14.8M | 0.24% | −6,626−1.6% | Reduced |
| California Public Employees Retirement System | 405,193 | $14.8M | 0.01% | +9,783+2.5% | Added |
| Man Group plc | 404,132 | $14.8M | 0.05% | +119,989+42.2% | Added |
| UBS Group AG | 394,642 | $14.4M | 0.01% | +78,926+25.0% | Added |
| Allspring Global Investments Holdings, LLC | 387,142 | $14.1M | 0.02% | −46,885−10.8% | Reduced |
| Swiss National Bank | 386,300 | $14.1M | 0.01% | +7,900+2.1% | Added |
| Landscape Capital Management, L.L.C. | 337,748 | $12.3M | 1.81% | +337,748 | New |
| Storebrand Asset Management AS | 322,203 | $11.8M | 0.06% | +912+0.3% | Added |
| Retirement Systems of Alabama | 281,611 | $10.3M | 0.04% | +72,674+34.8% | Added |
| First Trust Advisors LP | 278,084 | $10.2M | 0.01% | −132,270−32.2% | Reduced |
| Voya Investment Management LLC | 261,144 | $9.53M | 0.01% | +202,275+343.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 259,576 | $9.48M | 0.02% | +11,904+4.8% | Added |
| Candriam Luxembourg S.C.A. | 253,623 | $9.26M | 0.06% | +24,139+10.5% | Added |
| Legal & General Group Plc | 253,078 | $9.24M | 0.00% | −2,179−0.9% | Reduced |
| Royal Bank of Canada | 245,978 | $8.98M | 0.00% | +47,341+23.8% | Added |
| Lodge Hill Capital, LLC | 245,000 | $8.94M | 3.31% | +125,000+104.2% | Added |
| American International Group, Inc. | 242,776 | $8.86M | 0.06% | −9,753−3.9% | Reduced |
| Ibex Wealth Advisors | 235,108 | $8.58M | 1.94% | −5,898−2.4% | Reduced |
| Alliancebernstein L.P. | 232,658 | $8.49M | 0.00% | −3,953−1.7% | Reduced |
| Sound Income Strategies, LLC | 231,648 | $8.46M | 1.08% | +21,538+10.3% | Added |
| New York State Teachers Retirement System | 231,093 | $8.44M | 0.02% | −15,583−6.3% | Reduced |
| Acadian Asset Management LLC | 229,375 | $8.37M | 0.04% | −432,352−65.3% | Reduced |
| Franklin Resources Inc | 225,182 | $8.22M | 0.00% | −2,785−1.2% | Reduced |
| SEI Investments Co | 224,967 | $8.21M | 0.02% | −95,484−29.8% | Reduced |
| New York State Common Retirement Fund | 221,919 | $8.10M | 0.01% | −1,678−0.8% | Reduced |
| Swedbank AB | 215,968 | $7.88M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 211,240 | $7.71M | 0.01% | +766+0.4% | Added |
| Tudor Investment Corp Et Al | 205,521 | $7.50M | 0.18% | +55,943+37.4% | Added |
| Dorsey Wright & Associates | 204,964 | $7.48M | 2.18% | +204,964 | New |
| Premier Fund Managers Ltd | 201,000 | $7.38M | 0.29% | +201,000 | New |
| Financial Counselors Inc | 200,698 | $7.33M | 0.16% | −5,029−2.4% | Reduced |
| State Board of Administration of Florida Retirement System | 192,763 | $7.04M | 0.02% | −4,860−2.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 190,199 | $6.94M | 0.12% | −45,966−19.5% | Reduced |
| Credit Suisse AG | 189,308 | $6.91M | 0.01% | +48,660+34.6% | Added |
| Stifel Financial Corp | 188,601 | $6.89M | 0.01% | −2,695−1.4% | Reduced |
| Envestnet Asset Management Inc | 187,060 | $6.83M | 0.00% | −21,195−10.2% | Reduced |
| Twinbeech Capital LP | 185,053 | $6.76M | 0.13% | +185,053 | New |
| Amundi | 169,794 | $6.42M | 0.00% | +169,794 | New |
| Great West Life Assurance Co | 174,281 | $6.38M | 0.02% | +9,209+5.6% | Added |
| Ensign Peak Advisors, Inc | 174,135 | $6.36M | 0.01% | −2,590−1.5% | Reduced |
| Allianz Asset Management GmbH | 166,681 | $6.09M | 0.01% | +39,442+31.0% | Added |
| Wells Fargo & Company | 163,278 | $5.96M | 0.00% | −88,776−35.2% | Reduced |
| Advisors Asset Management, Inc. | 161,791 | $5.91M | 0.12% | −97,424−37.6% | Reduced |
| Teacher Retirement System of Texas | 159,187 | $5.81M | 0.04% | −35,905−18.4% | Reduced |
| Quantedge Capital Pte Ltd | 151,746 | $5.54M | 1.86% | +61,246+67.7% | Added |
| Rodgers Brothers Inc. | 149,700 | $5.47M | 1.10% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 143,483 | $5.24M | 0.05% | −3,718−2.5% | Reduced |
| CI Private Wealth, LLC | 139,833 | $5.11M | 0.02% | +139,833 | New |
| Bridgewater Associates, LP | 138,036 | $5.04M | 0.03% | +89,869+186.6% | Added |
| Amalgamated Bank | 132,632 | $4.84M | 0.04% | +11,376+9.4% | Added |
| AXA S.A. | 129,400 | $4.72M | 0.02% | +109,000+534.3% | Added |
| Mutual of America Capital Management LLC | 127,752 | $4.66M | 0.06% | −453−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 125,567 | $4.58M | 0.00% | −3,972−3.1% | Reduced |
| Triasima Portfolio Management inc. | 123,530 | $4.51M | 0.34% | −570−0.5% | Reduced |
| Barclays PLC | 120,844 | $4.41M | 0.00% | −27,882−18.7% | Reduced |