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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, Q1 2021

Institutional positions in H&R Block Inc as of Mar 31, 2021. 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
377
No complete 13F data for Q4 2020
Shares held
154.7M
No complete 13F data for Q4 2020
Total value
$3.37B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 377 institutions
Q1 2021: 377 institutionsQ2 2021: 393 institutionsQ3 2021: 398 institutionsQ4 2021: 391 institutionsQ1 2022: 388 institutionsQ2 2022: 437 institutionsQ3 2022: 461 institutionsQ4 2022: 455 institutionsQ1 2023: 425 institutionsQ2 2023: 399 institutionsQ3 2023: 413 institutionsQ4 2023: 469 institutionsQ1 2024: 480 institutionsQ2 2024: 498 institutionsQ3 2024: 544 institutionsQ4 2024: 552 institutionsQ1 2025: 564 institutionsQ2 2025: 563 institutionsQ3 2025: 544 institutionsQ4 2025: 508 institutionsQ1 2026: 490 institutionsQ2 2026: 544 institutions
Value heldQ1 2021: $3.37B
Q1 2021: $3.37BQ2 2021: $3.59BQ3 2021: $3.74BQ4 2021: $3.39BQ1 2022: $3.63BQ2 2022: $4.93BQ3 2022: $5.87BQ4 2022: $5.24BQ1 2023: $5.07BQ2 2023: $4.32BQ3 2023: $5.72BQ4 2023: $6.11BQ1 2024: $6.29BQ2 2024: $6.85BQ3 2024: $7.92BQ4 2024: $6.68BQ1 2025: $7.00BQ2 2025: $6.79BQ3 2025: $5.93BQ4 2025: $5.12BQ1 2026: $3.86BQ2 2026: $4.87B
Institutions holding HRB and their total value by quarter
QuarterHoldersValue
Q2 2026544$4.87B
Q1 2026490$3.86B
Q4 2025508$5.12B
Q3 2025544$5.93B
Q2 2025563$6.79B
Q1 2025564$7.00B
Q4 2024552$6.68B
Q3 2024544$7.92B
Q2 2024498$6.85B
Q1 2024480$6.29B
Q4 2023469$6.11B
Q3 2023413$5.72B
Q2 2023399$4.32B
Q1 2023425$5.07B
Q4 2022455$5.24B
Q3 2022461$5.87B
Q2 2022437$4.93B
Q1 2022388$3.63B
Q4 2021391$3.39B
Q3 2021398$3.74B
Q2 2021393$3.59B
Q1 2021377$3.37B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding H&R Block Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HRB in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
HM Payson & Co1,600$35.0K0.00%––
Northwest Investment Counselors, LLC1,600$35.0K0.01%––
MUFG Americas Holdings Corp1,524$33.0K0.00%––
Longfellow Investment Management Co LLC1,482$33.0K0.00%––
Geneos Wealth Management Inc.1,496$33.0K0.00%––
Stonebridge Capital Advisors LLC1,124$25.0K0.00%––
Cutler Group LP1,117$24.0K0.00%––
Ancora Advisors, LLC1,000$22.0K0.00%––
Optimum Investment Advisors950$21.0K0.01%––
Loomis Sayles & Co L P934$20.0K0.00%––
Captrust Financial Advisors888$20.0K0.00%––
Tradition Wealth Management, LLC864$19.0K0.00%––
Patriot Financial Group Insurance Agency, LLC830$18.0K0.00%––
Proequities, Inc.749$17.0K0.00%––
Valley National Advisers Inc800$17.0K0.00%––
Parallel Advisors, LLC785$17.0K0.00%––
Pflug Koory, LLC792$17.0K0.01%––
Atwood & Palmer Inc747$16.0K0.00%––
Assetmark, Inc716$16.0K0.00%––
Harvest Fund Management Co., Ltd750$16.0K0.00%––
NVWM, LLC676$15.0K0.01%––
Bogart Wealth, LLC620$14.0K0.00%––
PrairieView Partners, LLC608$13.0K0.00%––
Quadrant Capital Group LLC538$12.0K0.00%––
Central Trust Co500$11.0K0.00%––
Endurance Wealth Management, Inc.502$11.0K0.00%––
Newbridge Financial Services Group, Inc.500$11.0K0.01%––
Clearstead Advisors, LLC425$9.00K0.00%––
Lowe Wealth Advisors, LLC406$9.00K0.00%––
Sterling Investment Advisors, Ltd.400$9.00K0.00%––
Signaturefd, LLC364$8.00K0.00%––
Hudock, Inc.400$8.00K0.00%––
Ellevest, Inc.368$8.00K0.00%––
Berman Capital Advisors, LLC412$8.00K0.00%––
Eudaimonia Partners, LLC371$8.00K0.00%––
Spire Wealth Management384$8.00K0.00%––
FourThought Financial, LLC400$8.00K0.00%––
First Manhattan Co350$7.00K0.00%––
Enterprise Financial Services Corp323$7.00K0.00%––
Cordasco Financial Network325$7.00K0.01%––
NEXT Financial Group, Inc300$7.00K0.00%––
Retirement Group, LLC300$7.00K0.00%––
Accel Wealth Management332$7.00K0.01%––
Manchester Financial Inc280$6.00K0.00%––
TD Ameritrade Investment Management, LLC369$6.00K0.00%––
Pacific Center for Financial Services280$6.00K0.00%––
MPS Loria Financial Planners, LLC319$6.00K0.00%––
TD Private Client Wealth LLC245$5.34K0.00%––
Aua Capital Management, LLC247$5.00K0.00%––
Northwestern Mutual Wealth Management Co167$4.00K0.00%––
CWM, LLC171$4.00K0.00%––
TCI Wealth Advisors, Inc.176$4.00K0.00%––
Cowa, LLC165$4.00K0.00%––
Earnest Partners LLC119$3.00K0.00%––
Wealthcare Advisory Partners LLC120$3.00K0.00%––
Rockefeller Capital Management L.P.193$3.00K0.00%––
International Assets Investment Management, LLC211$3.00K0.00%––
Parkside Financial Bank & Trust104$2.00K0.00%––
Professional Financial Advisors, LLC100$2.00K0.00%––
Annapolis Financial Services, LLC86$2.00K0.00%––
Massmutual Trust Co FSB32$1.00K0.00%––
Denali Advisors LLC32$1.00K0.00%––
Wealthcare Capital Management LLC47$1.00K0.00%––
Tarbox Family Office, Inc.29$1.00K0.00%––
Investors Research Corp29$1.00K0.00%––
Global Retirement Partners, LLC68$1.00K0.00%––
Lindbrook Capital, LLC38$1.00K0.00%––
Meridian Wealth Partners, LLC57$1.00K0.00%––
Evoke Wealth, LLC23$1.00K0.00%––
Estabrook Capital Management40$8720.00%––
Raffa Wealth Management, LLC35$7630.00%––
Anchor Investment Management, LLC2$440.00%––
First Horizon Corp7$00.00%––
Glassman Wealth Services7$00.00%––
Zions Bancorporation, N.A.7$00.00%––
Cypress Capital, LLC9$00.00%––
Private Capital Group, LLC4$00.00%––