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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 15,296 | $559.0K | 0.01% | −2,306−13.1% | Reduced |
| TSP Capital Management Group, LLC | 15,500 | $565.9K | 0.21% | – | – |
| Bayesian Capital Management, LP | 15,900 | $580.5K | 0.08% | +7,800+96.3% | Added |
| MSH Capital Advisors LLC | 16,313 | $595.6K | 0.27% | 00.0% | Unchanged |
| Rockland Trust Co | 16,666 | $608.0K | 0.04% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 16,879 | $616.0K | 0.00% | −1,567−8.5% | Reduced |
| River & Mercantile Asset Management LLP | 16,907 | $617.0K | 0.13% | −22,538−57.1% | Reduced |
| Crawford Investment Counsel Inc | 17,022 | $621.5K | 0.01% | −3,148−15.6% | Reduced |
| The PNC Financial Services Group, Inc. | 17,239 | $629.4K | 0.00% | −1,435−7.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $657.2K | 0.11% | 00.0% | Unchanged |
| Vestcor Inc | 18,210 | $665.0K | 0.02% | +12,861+240.4% | Added |
| True Wealth Design, LLC | 18,285 | $667.6K | 0.31% | +18,285 | New |
| Exchange Traded Concepts, LLC | 18,308 | $668.4K | 0.02% | +110+0.6% | Added |
| Campbell & CO Investment Adviser LLC | 18,442 | $673.3K | 0.16% | −4,746−20.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 18,600 | $679.1K | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 18,933 | $691.0K | 0.00% | +2,201+13.2% | Added |
| Echo Street Capital Management LLC | 18,967 | $692.5K | 0.01% | +18,967 | New |
| Aviva PLC | 18,968 | $692.5K | 0.00% | −53,557−73.8% | Reduced |
| Citadel Advisors LLC | 19,236 | $702.3K | 0.00% | +19,236 | New |
| Pictet Asset Management SA | 19,472 | $711.0K | 0.00% | +7,010+56.3% | Added |
| Handelsbanken Fonder AB | 19,600 | $716.0K | 0.00% | 00.0% | Unchanged |
| Rayliant Investment Research | 19,730 | $720.3K | 10.37% | +19,730 | New |
| XTX Topco Ltd | 19,794 | $722.7K | 0.15% | +19,794 | New |
| MAI Capital Management | 19,816 | $723.5K | 0.01% | −646−3.2% | Reduced |
| State of Wisconsin Investment Board | 19,939 | $728.0K | 0.00% | −9,642−32.6% | Reduced |
| Huber Capital Management LLC | 20,213 | $738.0K | 0.19% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,303 | $741.0K | 0.00% | +2,180+12.0% | Added |
| Assenagon Asset Management S.A. | 20,391 | $744.0K | 0.00% | +20,391 | New |
| US Bancorp | 20,740 | $757.2K | 0.00% | +782+3.9% | Added |
| Range Financial Group LLC | 21,303 | $777.8K | 0.53% | +398+1.9% | Added |
| Versor Investments LP | 21,481 | $784.3K | 0.07% | −22,740−51.4% | Reduced |
| AE Wealth Management LLC | 21,584 | $788.0K | 0.01% | +4,509+26.4% | Added |
| Squarepoint Ops LLC | 21,602 | $788.7K | 0.01% | +21,602 | New |
| State of Alaska, Department of Revenue | 21,763 | $794.0K | 0.01% | −385−1.7% | Reduced |
| Ceera Investments, LLC | 21,749 | $794.1K | 0.50% | 00.0% | Unchanged |
| Quent Capital, LLC | 21,766 | $794.7K | 0.15% | +740+3.5% | Added |
| Neuberger Berman Group LLC | 22,030 | $804.3K | 0.00% | +10,445+90.2% | Added |
| Public Employees Retirement Association of Colorado | 22,121 | $808.0K | 0.00% | −1,849−7.7% | Reduced |
| Harrison & Co Wealth Management, LLC | 22,231 | $811.7K | 0.78% | −299−1.3% | Reduced |
| New York Life Investment Management LLC | 22,308 | $814.5K | 0.01% | +2,860+14.7% | Added |
| Portman Square Capital LLP | 22,567 | $823.9K | 0.40% | +22,567 | New |
| Ifrah Financial Services, Inc. | 22,973 | $838.7K | 0.28% | −752−3.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,152 | $845.3K | 0.00% | +1,223+5.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 23,300 | $851.0K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 23,350 | $852.5K | 0.00% | −503−2.1% | Reduced |
| National Bank of Canada | 24,197 | $858.0K | 0.00% | −13,095−35.1% | Reduced |
| United Capital Financial Advisers, LLC | 23,659 | $863.8K | 0.00% | −2,984−11.2% | Reduced |
| Mariner, LLC | 24,422 | $892.0K | 0.00% | +1,536+6.7% | Added |
| New Mexico Educational Retirement Board | 25,100 | $916.0K | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 25,615 | $935.0K | 0.01% | −2,600−9.2% | Reduced |
| Barnett & Company, Inc. | 25,620 | $935.4K | 0.71% | −5,150−16.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 25,786 | $941.4K | 0.27% | +25,786 | New |
| Engineers Gate Manager LP | 26,166 | $955.3K | 0.06% | −11,651−30.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,490 | $967.1K | 0.01% | +26,490 | New |
| ETF Managers Group, LLC | 27,709 | $1.01M | 0.05% | −15,551−35.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 29,104 | $1.06M | 0.01% | +29,104 | New |
| Blueshift Asset Management, LLC | 30,511 | $1.11M | 0.52% | +30,511 | New |
| Twin Tree Management, LP | 30,758 | $1.12M | 0.03% | −218,138−87.6% | Reduced |
| Shilanski & Associates, Inc. | 30,836 | $1.13M | 0.50% | +30,836 | New |
| Canada Pension Plan Investment Board | 31,400 | $1.15M | 0.00% | −27,200−46.4% | Reduced |
| Janus Henderson Group PLC | 31,814 | $1.16M | 0.00% | −10.0% | Reduced |
| Cerity Partners LLC | 32,404 | $1.18M | 0.01% | +32,404 | New |
| Harel Insurance Investments & Financial Services Ltd. | 32,500 | $1.19M | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 33,249 | $1.21M | 0.02% | +1,381+4.3% | Added |
| Creative Planning | 33,983 | $1.24M | 0.00% | −2,141−5.9% | Reduced |
| Kingsview Wealth Management, LLC | 34,319 | $1.25M | 0.05% | −7,919−18.7% | Reduced |
| Millennium Management LLC | 35,498 | $1.30M | 0.00% | −95,415−72.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 35,500 | $1.30M | 0.50% | +1,141+3.3% | Added |
| Convergence Investment Partners, LLC | 36,032 | $1.32M | 0.78% | +412+1.2% | Added |
| Sowell Financial Services LLC | 35,802 | $1.32M | 0.09% | +35,802 | New |
| Schonfeld Strategic Advisors LLC | 36,270 | $1.32M | 0.01% | +22,670+166.7% | Added |
| M&T Bank Corp | 37,306 | $1.36M | 0.01% | +3,897+11.7% | Added |
| Bank of Montreal | 32,931 | $1.37M | 0.00% | +6,284+23.6% | Added |
| Cunning Capital Partners, LP | 37,575 | $1.37M | 0.97% | 00.0% | Unchanged |
| Duality Advisers, LP | 38,379 | $1.40M | 0.16% | +16,710+77.1% | Added |
| LMR Partners LLP | 38,486 | $1.41M | 0.03% | −24,409−38.8% | Reduced |
| State of Michigan Retirement System | 39,568 | $1.44M | 0.01% | −700−1.7% | Reduced |
| Gabelli Funds LLC | 40,000 | $1.46M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 40,100 | $1.46M | 0.04% | −27,000−40.2% | Reduced |
| Winton Group Ltd | 40,684 | $1.49M | 0.10% | −216,902−84.2% | Reduced |
| Redwood Investment Management, LLC | 41,020 | $1.50M | 0.20% | +11,136+37.3% | Added |
| Nordea Investment Management AB | 42,112 | $1.51M | 0.00% | +42,112 | New |
| Louisiana State Employees Retirement System | 41,600 | $1.52M | 0.04% | −900−2.1% | Reduced |
| SG Americas Securities, LLC | 42,230 | $1.54M | 0.02% | +25,174+147.6% | Added |
| Davy Global Fund Management Ltd | 42,358 | $1.55M | 0.32% | −7,865−15.7% | Reduced |
| Cetera Investment Advisers | 42,394 | $1.55M | 0.01% | −16,770−28.3% | Reduced |
| Ameritas Investment Partners, Inc. | 40,235 | $1.55M | 0.06% | −808−2.0% | Reduced |
| Concorde Asset Management, LLC | 43,090 | $1.57M | 1.40% | +20,747+92.9% | Added |
| Mork Capital Management, LLC | 43,290 | $1.58M | 1.21% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 43,462 | $1.59M | 0.01% | −3,899−8.2% | Reduced |
| Argyle Capital Management Inc. | 44,150 | $1.61M | 0.55% | −1,800−3.9% | Reduced |
| Alps Advisors Inc | 44,456 | $1.62M | 0.01% | +2,251+5.3% | Added |
| Massachusetts Financial Services Co | 44,819 | $1.64M | 0.00% | +44,819 | New |
| Susquehanna International Group, LLP | 45,101 | $1.65M | 0.00% | +45,101 | New |
| Arizona State Retirement System | 45,133 | $1.65M | 0.02% | +1,764+4.1% | Added |
| DekaBank Deutsche Girozentrale | 45,948 | $1.67M | 0.00% | +15,931+53.1% | Added |
| Oregon Public Employees Retirement Fund | 45,780 | $1.67M | 0.02% | −807−1.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 47,526 | $1.74M | 0.00% | +5,852+14.0% | Added |
| Ritholtz Wealth Management | 50,312 | $1.84M | 0.10% | +92+0.2% | Added |
| Hanlon Investment Management, Inc. | 50,977 | $1.86M | 0.64% | +1,914+3.9% | Added |