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 |
|---|---|---|---|---|---|
| Commerce Bank | 52,943 | $1.93M | 0.02% | +4,407+9.1% | Added |
| Rings Capital Management LLC | 53,000 | $1.94M | 1.31% | 00.0% | Unchanged |
| Human Investing LLC | 53,786 | $1.96M | 0.50% | −6,850−11.3% | Reduced |
| Auxier Asset Management | 54,082 | $1.97M | 0.34% | −100−0.2% | Reduced |
| D.A. Davidson & Co. | 55,317 | $2.02M | 0.02% | −4,003−6.7% | Reduced |
| Russell Investments Group, Ltd. | 56,384 | $2.06M | 0.00% | −22,668−28.7% | Reduced |
| Westpac Banking Corp | 57,408 | $2.10M | 0.03% | −3,723−6.1% | Reduced |
| Prudential Financial Inc | 59,213 | $2.16M | 0.00% | −11,131−15.8% | Reduced |
| Jane Street Group, LLC | 59,585 | $2.18M | 0.00% | −48,258−44.7% | Reduced |
| Tectonic Advisors LLC | 59,964 | $2.19M | 0.34% | +8,357+16.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 60,193 | $2.20M | 0.15% | +15,740+35.4% | Added |
| Thrivent Financial for Lutherans | 60,784 | $2.22M | 0.01% | +18,545+43.9% | Added |
| Glenmede Trust Co NA | 60,911 | $2.22M | 0.01% | −25,875−29.8% | Reduced |
| Deutsche Bank AG | 60,917 | $2.22M | 0.00% | +16,718+37.8% | Added |
| Raymond James & Associates | 64,282 | $2.35M | 0.00% | −20,317−24.0% | Reduced |
| Round Hill Asset Management | 67,952 | $2.48M | 1.53% | −2,700−3.8% | Reduced |
| Truist Financial Corp | 68,031 | $2.48M | 0.00% | +9,173+15.6% | Added |
| Walleye Trading LLC | 69,268 | $2.53M | 0.06% | +40,248+138.7% | Added |
| Edgestream Partners, L.P. | 69,633 | $2.54M | 0.29% | +54,071+347.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,939 | $2.55M | 0.02% | +6,663+10.5% | Added |
| Alaska Permanent Fund Corp | 70,400 | $2.57M | 0.04% | 00.0% | Unchanged |
| PGGM Investments | 71,448 | $2.61M | 0.05% | +241+0.3% | Added |
| Ontario Teachers Pension Plan Board | 71,596 | $2.61M | 0.03% | +5,819+8.8% | Added |
| Dynamic Technology Lab Private Ltd | 71,941 | $2.63M | 0.26% | +57,583+401.1% | Added |
| Mercer Global Advisors Inc | 72,532 | $2.65M | 0.01% | −5,501−7.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 72,772 | $2.66M | 0.16% | +10,754+17.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 73,301 | $2.68M | 0.07% | +73,301 | New |
| Virginia Retirement Systems Et Al | 74,300 | $2.71M | 0.03% | −1,100−1.5% | Reduced |
| Intech Investment Management LLC | 77,011 | $2.81M | 0.02% | −10,511−12.0% | Reduced |
| Advisor Group Holdings, Inc. | 77,698 | $2.84M | 0.01% | −34,392−30.7% | Reduced |
| Janney Montgomery Scott LLC | 78,094 | $2.85M | 0.01% | +1,977+2.6% | Added |
| Zacks Investment Management | 79,314 | $2.90M | 0.04% | −2,543−3.1% | Reduced |
| Empowered Funds, LLC | 82,882 | $3.03M | 0.20% | +82,882 | New |
| Price T Rowe Associates Inc | 83,192 | $3.04M | 0.00% | +2,917+3.6% | Added |
| APG Asset Management N.V. | 83,800 | $3.06M | 0.01% | +19,200+29.7% | Added |
| Yousif Capital Management, LLC | 83,932 | $3.06M | 0.04% | −945−1.1% | Reduced |
| Nomura Asset Management Co Ltd | 84,440 | $3.08M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 89,359 | $3.26M | 0.01% | +565+0.6% | Added |
| Treasurer of the State of North Carolina | 89,539 | $3.27M | 0.02% | +21,209+31.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 90,784 | $3.31M | 0.08% | +57,941+176.4% | Added |
| Federated Hermes, Inc. | 90,933 | $3.32M | 0.01% | +63,338+229.5% | Added |
| Toroso Investments, LLC | 92,055 | $3.36M | 0.13% | +26,294+40.0% | Added |
| Crossmark Global Holdings, Inc. | 92,462 | $3.38M | 0.08% | +6,148+7.1% | Added |
| State of New Jersey Common Pension Fund D | 92,803 | $3.39M | 0.01% | 00.0% | Unchanged |
| Kestrel Investment Management Corp | 101,200 | $3.69M | 2.14% | −2,700−2.6% | Reduced |
| MetLife Investment Management | 102,985 | $3.76M | 0.03% | −4,967−4.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 60,350 | $3.80M | 0.14% | +6,241+11.5% | Added |
| Cubist Systematic Strategies, LLC | 104,394 | $3.81M | 0.03% | −147,457−58.5% | Reduced |
| Texas Permanent School Fund | 104,519 | $3.82M | 0.06% | −10,260−8.9% | Reduced |
| LPL Financial LLC | 107,779 | $3.94M | 0.00% | +21,554+25.0% | Added |
| South Dakota Investment Council | 109,970 | $4.01M | 0.09% | −20,600−15.8% | Reduced |
| Citigroup Inc | 112,890 | $4.12M | 0.01% | −4,020−3.4% | Reduced |
| Nisa Investment Advisors, LLC | 118,103 | $4.31M | 0.03% | +7,730+7.0% | Added |
| Comerica Bank | 113,116 | $4.32M | 0.03% | −3,757−3.2% | Reduced |
| Barclays PLC | 120,844 | $4.41M | 0.00% | −27,882−18.7% | Reduced |
| Triasima Portfolio Management inc. | 123,530 | $4.51M | 0.34% | −570−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 125,567 | $4.58M | 0.00% | −3,972−3.1% | Reduced |
| Mutual of America Capital Management LLC | 127,752 | $4.66M | 0.06% | −453−0.4% | Reduced |
| AXA S.A. | 129,400 | $4.72M | 0.02% | +109,000+534.3% | Added |
| Amalgamated Bank | 132,632 | $4.84M | 0.04% | +11,376+9.4% | Added |
| Bridgewater Associates, LP | 138,036 | $5.04M | 0.03% | +89,869+186.6% | Added |
| CI Private Wealth, LLC | 139,833 | $5.11M | 0.02% | +139,833 | New |
| Alberta Investment Management Corp | 143,483 | $5.24M | 0.05% | −3,718−2.5% | Reduced |
| Rodgers Brothers Inc. | 149,700 | $5.47M | 1.10% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 151,746 | $5.54M | 1.86% | +61,246+67.7% | Added |
| Teacher Retirement System of Texas | 159,187 | $5.81M | 0.04% | −35,905−18.4% | Reduced |
| Advisors Asset Management, Inc. | 161,791 | $5.91M | 0.12% | −97,424−37.6% | Reduced |
| Wells Fargo & Company | 163,278 | $5.96M | 0.00% | −88,776−35.2% | Reduced |
| Allianz Asset Management GmbH | 166,681 | $6.09M | 0.01% | +39,442+31.0% | Added |
| Ensign Peak Advisors, Inc | 174,135 | $6.36M | 0.01% | −2,590−1.5% | Reduced |
| Great West Life Assurance Co | 174,281 | $6.38M | 0.02% | +9,209+5.6% | Added |
| Amundi | 169,794 | $6.42M | 0.00% | +169,794 | New |
| Twinbeech Capital LP | 185,053 | $6.76M | 0.13% | +185,053 | New |
| Envestnet Asset Management Inc | 187,060 | $6.83M | 0.00% | −21,195−10.2% | Reduced |
| Stifel Financial Corp | 188,601 | $6.89M | 0.01% | −2,695−1.4% | Reduced |
| Credit Suisse AG | 189,308 | $6.91M | 0.01% | +48,660+34.6% | Added |
| Susquehanna Fundamental Investments, LLC | 190,199 | $6.94M | 0.12% | −45,966−19.5% | Reduced |
| State Board of Administration of Florida Retirement System | 192,763 | $7.04M | 0.02% | −4,860−2.5% | Reduced |
| Financial Counselors Inc | 200,698 | $7.33M | 0.16% | −5,029−2.4% | Reduced |
| Premier Fund Managers Ltd | 201,000 | $7.38M | 0.29% | +201,000 | New |
| Dorsey Wright & Associates | 204,964 | $7.48M | 2.18% | +204,964 | New |
| Tudor Investment Corp Et Al | 205,521 | $7.50M | 0.18% | +55,943+37.4% | Added |
| California State Teachers Retirement System | 211,240 | $7.71M | 0.01% | +766+0.4% | Added |
| Swedbank AB | 215,968 | $7.88M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 221,919 | $8.10M | 0.01% | −1,678−0.8% | Reduced |
| SEI Investments Co | 224,967 | $8.21M | 0.02% | −95,484−29.8% | Reduced |
| Franklin Resources Inc | 225,182 | $8.22M | 0.00% | −2,785−1.2% | Reduced |
| Acadian Asset Management LLC | 229,375 | $8.37M | 0.04% | −432,352−65.3% | Reduced |
| New York State Teachers Retirement System | 231,093 | $8.44M | 0.02% | −15,583−6.3% | Reduced |
| Sound Income Strategies, LLC | 231,648 | $8.46M | 1.08% | +21,538+10.3% | Added |
| Alliancebernstein L.P. | 232,658 | $8.49M | 0.00% | −3,953−1.7% | Reduced |
| Ibex Wealth Advisors | 235,108 | $8.58M | 1.94% | −5,898−2.4% | Reduced |
| American International Group, Inc. | 242,776 | $8.86M | 0.06% | −9,753−3.9% | Reduced |
| Lodge Hill Capital, LLC | 245,000 | $8.94M | 3.31% | +125,000+104.2% | Added |
| Royal Bank of Canada | 245,978 | $8.98M | 0.00% | +47,341+23.8% | Added |
| Legal & General Group Plc | 253,078 | $9.24M | 0.00% | −2,179−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 253,623 | $9.26M | 0.06% | +24,139+10.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 259,576 | $9.48M | 0.02% | +11,904+4.8% | Added |
| Voya Investment Management LLC | 261,144 | $9.53M | 0.01% | +202,275+343.6% | Added |
| First Trust Advisors LP | 278,084 | $10.2M | 0.01% | −132,270−32.2% | Reduced |