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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,490 | $967.1K | 0.01% | +26,490 | New |
| Engineers Gate Manager LP | 26,166 | $955.3K | 0.06% | −11,651−30.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 25,786 | $941.4K | 0.27% | +25,786 | New |
| Barnett & Company, Inc. | 25,620 | $935.4K | 0.71% | −5,150−16.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,615 | $935.0K | 0.01% | −2,600−9.2% | Reduced |
| New Mexico Educational Retirement Board | 25,100 | $916.0K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 24,422 | $892.0K | 0.00% | +1,536+6.7% | Added |
| United Capital Financial Advisers, LLC | 23,659 | $863.8K | 0.00% | −2,984−11.2% | Reduced |
| National Bank of Canada | 24,197 | $858.0K | 0.00% | −13,095−35.1% | Reduced |
| Wealthfront Advisers LLC | 23,350 | $852.5K | 0.00% | −503−2.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,300 | $851.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,152 | $845.3K | 0.00% | +1,223+5.6% | Added |
| Ifrah Financial Services, Inc. | 22,973 | $838.7K | 0.28% | −752−3.2% | Reduced |
| Portman Square Capital LLP | 22,567 | $823.9K | 0.40% | +22,567 | New |
| New York Life Investment Management LLC | 22,308 | $814.5K | 0.01% | +2,860+14.7% | Added |
| Harrison & Co Wealth Management, LLC | 22,231 | $811.7K | 0.78% | −299−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 22,121 | $808.0K | 0.00% | −1,849−7.7% | Reduced |
| Neuberger Berman Group LLC | 22,030 | $804.3K | 0.00% | +10,445+90.2% | Added |
| Quent Capital, LLC | 21,766 | $794.7K | 0.15% | +740+3.5% | Added |
| Ceera Investments, LLC | 21,749 | $794.1K | 0.50% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 21,763 | $794.0K | 0.01% | −385−1.7% | Reduced |
| Squarepoint Ops LLC | 21,602 | $788.7K | 0.01% | +21,602 | New |
| AE Wealth Management LLC | 21,584 | $788.0K | 0.01% | +4,509+26.4% | Added |
| Versor Investments LP | 21,481 | $784.3K | 0.07% | −22,740−51.4% | Reduced |
| Range Financial Group LLC | 21,303 | $777.8K | 0.53% | +398+1.9% | Added |
| US Bancorp | 20,740 | $757.2K | 0.00% | +782+3.9% | Added |
| Assenagon Asset Management S.A. | 20,391 | $744.0K | 0.00% | +20,391 | New |
| Cambridge Investment Research Advisors, Inc. | 20,303 | $741.0K | 0.00% | +2,180+12.0% | Added |
| Huber Capital Management LLC | 20,213 | $738.0K | 0.19% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 19,939 | $728.0K | 0.00% | −9,642−32.6% | Reduced |
| MAI Capital Management | 19,816 | $723.5K | 0.01% | −646−3.2% | Reduced |
| XTX Topco Ltd | 19,794 | $722.7K | 0.15% | +19,794 | New |
| Rayliant Investment Research | 19,730 | $720.3K | 10.37% | +19,730 | New |
| Handelsbanken Fonder AB | 19,600 | $716.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 19,472 | $711.0K | 0.00% | +7,010+56.3% | Added |
| Citadel Advisors LLC | 19,236 | $702.3K | 0.00% | +19,236 | New |
| Aviva PLC | 18,968 | $692.5K | 0.00% | −53,557−73.8% | Reduced |
| Echo Street Capital Management LLC | 18,967 | $692.5K | 0.01% | +18,967 | New |
| MML Investors Services, LLC | 18,933 | $691.0K | 0.00% | +2,201+13.2% | Added |
| Hussman Strategic Advisors, Inc. | 18,600 | $679.1K | 0.11% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 18,442 | $673.3K | 0.16% | −4,746−20.5% | Reduced |
| Exchange Traded Concepts, LLC | 18,308 | $668.4K | 0.02% | +110+0.6% | Added |
| True Wealth Design, LLC | 18,285 | $667.6K | 0.31% | +18,285 | New |
| Vestcor Inc | 18,210 | $665.0K | 0.02% | +12,861+240.4% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $657.2K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,239 | $629.4K | 0.00% | −1,435−7.7% | Reduced |
| Crawford Investment Counsel Inc | 17,022 | $621.5K | 0.01% | −3,148−15.6% | Reduced |
| River & Mercantile Asset Management LLP | 16,907 | $617.0K | 0.13% | −22,538−57.1% | Reduced |
| Natixis Advisors, L.P. | 16,879 | $616.0K | 0.00% | −1,567−8.5% | Reduced |
| Rockland Trust Co | 16,666 | $608.0K | 0.04% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 16,313 | $595.6K | 0.27% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 15,900 | $580.5K | 0.08% | +7,800+96.3% | Added |
| TSP Capital Management Group, LLC | 15,500 | $565.9K | 0.21% | – | – |
| United Services Automobile Association | 15,296 | $559.0K | 0.01% | −2,306−13.1% | Reduced |
| RBF Capital, LLC | 15,000 | $548.0K | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 14,797 | $540.2K | 0.38% | +12+0.1% | Added |
| Chicago Trust Co NA | 14,500 | $529.0K | 0.13% | 00.0% | Unchanged |
| EHP Funds Inc. | 14,400 | $526.0K | 0.11% | −200−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,388 | $525.3K | 0.01% | −8,661−37.6% | Reduced |
| FORA Capital, LLC | 14,311 | $522.5K | 0.08% | +14,311 | New |
| Gallacher Capital Management LLC | 14,300 | $522.1K | 0.32% | +14,300 | New |
| Securian Asset Management, Inc | 14,286 | $521.6K | 0.01% | −263−1.8% | Reduced |
| Pinebridge Investments, L.P. | 14,262 | $520.7K | 0.01% | +14,262 | New |
| Illinois Municipal Retirement Fund | 14,246 | $520.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,096 | $514.6K | 0.00% | −3,900−21.7% | Reduced |
| Strategy Asset Managers LLC | 13,789 | $503.0K | 0.13% | −63−0.5% | Reduced |
| Bank of Nova Scotia | 13,583 | $495.9K | 0.00% | −9,658−41.6% | Reduced |
| First Citizens Bank & Trust Co | 13,397 | $489.0K | 0.01% | +843+6.7% | Added |
| Atlas Capital Advisors LLC | 12,827 | $468.3K | 0.08% | −313−2.4% | Reduced |
| Maryland State Retirement & Pension System | 12,734 | $464.9K | 0.01% | +12,734 | New |
| Inspire Advisors, LLC | 12,730 | $464.8K | 0.12% | +3,518+38.2% | Added |
| Gsa Capital Partners LLP | 12,139 | $443.0K | 0.05% | +2,290+23.3% | Added |
| Advisory Services Network, LLC | 12,106 | $442.0K | 0.01% | +3,147+35.1% | Added |
| Bokf, NA | 11,955 | $436.5K | 0.01% | +191+1.6% | Added |
| Capital Fund Management S.A. | 11,824 | $431.7K | 0.01% | +11,824 | New |
| OmniStar Financial Group, Inc. | 11,774 | $429.9K | 0.49% | +144+1.2% | Added |
| Brown Advisory Inc | 11,667 | $426.0K | 0.00% | −11−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $423.5K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 11,500 | $420.0K | 0.03% | +11,500 | New |
| Ethic Inc. | 11,320 | $413.3K | 0.02% | +1,435+14.5% | Added |
| Veritable, L.P. | 11,274 | $411.6K | 0.01% | +932+9.0% | Added |
| Merit Financial Group, LLC | 11,246 | $410.6K | 0.01% | +40.0% | Added |
| Globeflex Capital L P | 11,046 | $403.3K | 0.05% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 11,032 | $402.8K | 0.02% | +11,032 | New |
| Ci Investments Inc. | 11,014 | $402.0K | 0.00% | −5,421−33.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,876 | $397.1K | 0.00% | −27,560−71.7% | Reduced |
| Commonwealth Equity Services, LLC | 10,843 | $395.0K | 0.00% | −3,967−26.8% | Reduced |
| National Asset Management, Inc. | 10,528 | $387.4K | 0.01% | +10,528 | New |
| Capital Advisory Group Advisory Services, LLC | 10,250 | $374.2K | 0.25% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 10,199 | $372.4K | 0.45% | −12−0.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,561 | $370.4K | 0.00% | +10,561 | New |
| Bartlett & Co. Wealth Management LLC | 10,000 | $368.0K | 0.01% | −3,200−24.2% | Reduced |
| Bartlett & Co. LLC | 10,000 | $368.0K | 0.01% | −3,200−24.2% | Reduced |
| ProShare Advisors LLC | 9,879 | $360.7K | 0.00% | +826+9.1% | Added |
| Baird Financial Group, Inc. | 9,866 | $360.0K | 0.00% | −12−0.1% | Reduced |
| Allworth Financial LP | 9,796 | $357.7K | 0.00% | −4,791−32.8% | Reduced |
| Walleye Capital LLC | 9,662 | $352.8K | 0.01% | +9,662 | New |
| Fifth Third Bancorp | 9,643 | $352.1K | 0.00% | +76+0.8% | Added |
| Boston Family Office LLC | 9,000 | $329.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,959 | $327.0K | 0.01% | +745+9.1% | Added |