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, 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 |
|---|---|---|---|---|---|
| Comerica Bank | 113,116 | $4.32M | 0.03% | −3,757−3.2% | Reduced |
| Nisa Investment Advisors, LLC | 118,103 | $4.31M | 0.03% | +7,730+7.0% | Added |
| Citigroup Inc | 112,890 | $4.12M | 0.01% | −4,020−3.4% | Reduced |
| South Dakota Investment Council | 109,970 | $4.01M | 0.09% | −20,600−15.8% | Reduced |
| LPL Financial LLC | 107,779 | $3.94M | 0.00% | +21,554+25.0% | Added |
| Texas Permanent School Fund | 104,519 | $3.82M | 0.06% | −10,260−8.9% | Reduced |
| Cubist Systematic Strategies, LLC | 104,394 | $3.81M | 0.03% | −147,457−58.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 60,350 | $3.80M | 0.14% | +6,241+11.5% | Added |
| MetLife Investment Management | 102,985 | $3.76M | 0.03% | −4,967−4.6% | Reduced |
| Kestrel Investment Management Corp | 101,200 | $3.69M | 2.14% | −2,700−2.6% | Reduced |
| State of New Jersey Common Pension Fund D | 92,803 | $3.39M | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 92,462 | $3.38M | 0.08% | +6,148+7.1% | Added |
| Toroso Investments, LLC | 92,055 | $3.36M | 0.13% | +26,294+40.0% | Added |
| Federated Hermes, Inc. | 90,933 | $3.32M | 0.01% | +63,338+229.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 90,784 | $3.31M | 0.08% | +57,941+176.4% | Added |
| Treasurer of the State of North Carolina | 89,539 | $3.27M | 0.02% | +21,209+31.0% | Added |
| Public Employees Retirement System of Ohio | 89,359 | $3.26M | 0.01% | +565+0.6% | Added |
| Nomura Asset Management Co Ltd | 84,440 | $3.08M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 83,932 | $3.06M | 0.04% | −945−1.1% | Reduced |
| APG Asset Management N.V. | 83,800 | $3.06M | 0.01% | +19,200+29.7% | Added |
| Price T Rowe Associates Inc | 83,192 | $3.04M | 0.00% | +2,917+3.6% | Added |
| Empowered Funds, LLC | 82,882 | $3.03M | 0.20% | +82,882 | New |
| Zacks Investment Management | 79,314 | $2.90M | 0.04% | −2,543−3.1% | Reduced |
| Janney Montgomery Scott LLC | 78,094 | $2.85M | 0.01% | +1,977+2.6% | Added |
| Advisor Group Holdings, Inc. | 77,698 | $2.84M | 0.01% | −34,392−30.7% | Reduced |
| Intech Investment Management LLC | 77,011 | $2.81M | 0.02% | −10,511−12.0% | Reduced |
| Virginia Retirement Systems Et Al | 74,300 | $2.71M | 0.03% | −1,100−1.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 73,301 | $2.68M | 0.07% | +73,301 | New |
| Hennion & Walsh Asset Management, Inc. | 72,772 | $2.66M | 0.16% | +10,754+17.3% | Added |
| Mercer Global Advisors Inc | 72,532 | $2.65M | 0.01% | −5,501−7.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 71,941 | $2.63M | 0.26% | +57,583+401.1% | Added |
| Ontario Teachers Pension Plan Board | 71,596 | $2.61M | 0.03% | +5,819+8.8% | Added |
| PGGM Investments | 71,448 | $2.61M | 0.05% | +241+0.3% | Added |
| Alaska Permanent Fund Corp | 70,400 | $2.57M | 0.04% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,939 | $2.55M | 0.02% | +6,663+10.5% | Added |
| Edgestream Partners, L.P. | 69,633 | $2.54M | 0.29% | +54,071+347.5% | Added |
| Walleye Trading LLC | 69,268 | $2.53M | 0.06% | +40,248+138.7% | Added |
| Truist Financial Corp | 68,031 | $2.48M | 0.00% | +9,173+15.6% | Added |
| Round Hill Asset Management | 67,952 | $2.48M | 1.53% | −2,700−3.8% | Reduced |
| Raymond James & Associates | 64,282 | $2.35M | 0.00% | −20,317−24.0% | Reduced |
| Deutsche Bank AG | 60,917 | $2.22M | 0.00% | +16,718+37.8% | Added |
| Glenmede Trust Co NA | 60,911 | $2.22M | 0.01% | −25,875−29.8% | Reduced |
| Thrivent Financial for Lutherans | 60,784 | $2.22M | 0.01% | +18,545+43.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 60,193 | $2.20M | 0.15% | +15,740+35.4% | Added |
| Tectonic Advisors LLC | 59,964 | $2.19M | 0.34% | +8,357+16.2% | Added |
| Jane Street Group, LLC | 59,585 | $2.18M | 0.00% | −48,258−44.7% | Reduced |
| Prudential Financial Inc | 59,213 | $2.16M | 0.00% | −11,131−15.8% | Reduced |
| Westpac Banking Corp | 57,408 | $2.10M | 0.03% | −3,723−6.1% | Reduced |
| Russell Investments Group, Ltd. | 56,384 | $2.06M | 0.00% | −22,668−28.7% | Reduced |
| D.A. Davidson & Co. | 55,317 | $2.02M | 0.02% | −4,003−6.7% | Reduced |
| Auxier Asset Management | 54,082 | $1.97M | 0.34% | −100−0.2% | Reduced |
| Human Investing LLC | 53,786 | $1.96M | 0.50% | −6,850−11.3% | Reduced |
| Rings Capital Management LLC | 53,000 | $1.94M | 1.31% | 00.0% | Unchanged |
| Commerce Bank | 52,943 | $1.93M | 0.02% | +4,407+9.1% | Added |
| Hanlon Investment Management, Inc. | 50,977 | $1.86M | 0.64% | +1,914+3.9% | Added |
| Ritholtz Wealth Management | 50,312 | $1.84M | 0.10% | +92+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 47,526 | $1.74M | 0.00% | +5,852+14.0% | Added |
| Oregon Public Employees Retirement Fund | 45,780 | $1.67M | 0.02% | −807−1.7% | Reduced |
| DekaBank Deutsche Girozentrale | 45,948 | $1.67M | 0.00% | +15,931+53.1% | Added |
| Arizona State Retirement System | 45,133 | $1.65M | 0.02% | +1,764+4.1% | Added |
| Susquehanna International Group, LLP | 45,101 | $1.65M | 0.00% | +45,101 | New |
| Massachusetts Financial Services Co | 44,819 | $1.64M | 0.00% | +44,819 | New |
| Alps Advisors Inc | 44,456 | $1.62M | 0.01% | +2,251+5.3% | Added |
| Argyle Capital Management Inc. | 44,150 | $1.61M | 0.55% | −1,800−3.9% | Reduced |
| Guggenheim Capital LLC | 43,462 | $1.59M | 0.01% | −3,899−8.2% | Reduced |
| Mork Capital Management, LLC | 43,290 | $1.58M | 1.21% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 43,090 | $1.57M | 1.40% | +20,747+92.9% | Added |
| Ameritas Investment Partners, Inc. | 40,235 | $1.55M | 0.06% | −808−2.0% | Reduced |
| Cetera Investment Advisers | 42,394 | $1.55M | 0.01% | −16,770−28.3% | Reduced |
| Davy Global Fund Management Ltd | 42,358 | $1.55M | 0.32% | −7,865−15.7% | Reduced |
| SG Americas Securities, LLC | 42,230 | $1.54M | 0.02% | +25,174+147.6% | Added |
| Louisiana State Employees Retirement System | 41,600 | $1.52M | 0.04% | −900−2.1% | Reduced |
| Nordea Investment Management AB | 42,112 | $1.51M | 0.00% | +42,112 | New |
| Redwood Investment Management, LLC | 41,020 | $1.50M | 0.20% | +11,136+37.3% | Added |
| Winton Group Ltd | 40,684 | $1.49M | 0.10% | −216,902−84.2% | Reduced |
| Bridgeway Capital Management, LLC | 40,100 | $1.46M | 0.04% | −27,000−40.2% | Reduced |
| Gabelli Funds LLC | 40,000 | $1.46M | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 39,568 | $1.44M | 0.01% | −700−1.7% | Reduced |
| LMR Partners LLP | 38,486 | $1.41M | 0.03% | −24,409−38.8% | Reduced |
| Duality Advisers, LP | 38,379 | $1.40M | 0.16% | +16,710+77.1% | Added |
| Cunning Capital Partners, LP | 37,575 | $1.37M | 0.97% | 00.0% | Unchanged |
| Bank of Montreal | 32,931 | $1.37M | 0.00% | +6,284+23.6% | Added |
| M&T Bank Corp | 37,306 | $1.36M | 0.01% | +3,897+11.7% | Added |
| Schonfeld Strategic Advisors LLC | 36,270 | $1.32M | 0.01% | +22,670+166.7% | Added |
| Sowell Financial Services LLC | 35,802 | $1.32M | 0.09% | +35,802 | New |
| Convergence Investment Partners, LLC | 36,032 | $1.32M | 0.78% | +412+1.2% | Added |
| Redhawk Wealth Advisors, Inc. | 35,500 | $1.30M | 0.50% | +1,141+3.3% | Added |
| Millennium Management LLC | 35,498 | $1.30M | 0.00% | −95,415−72.9% | Reduced |
| Kingsview Wealth Management, LLC | 34,319 | $1.25M | 0.05% | −7,919−18.7% | Reduced |
| Creative Planning | 33,983 | $1.24M | 0.00% | −2,141−5.9% | Reduced |
| Xponance, Inc. | 33,249 | $1.21M | 0.02% | +1,381+4.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 32,500 | $1.19M | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 32,404 | $1.18M | 0.01% | +32,404 | New |
| Janus Henderson Group PLC | 31,814 | $1.16M | 0.00% | −10.0% | Reduced |
| Canada Pension Plan Investment Board | 31,400 | $1.15M | 0.00% | −27,200−46.4% | Reduced |
| Shilanski & Associates, Inc. | 30,836 | $1.13M | 0.50% | +30,836 | New |
| Twin Tree Management, LP | 30,758 | $1.12M | 0.03% | −218,138−87.6% | Reduced |
| Blueshift Asset Management, LLC | 30,511 | $1.11M | 0.52% | +30,511 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 29,104 | $1.06M | 0.01% | +29,104 | New |
| ETF Managers Group, LLC | 27,709 | $1.01M | 0.05% | −15,551−35.9% | Reduced |