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, Q2 2021
Institutional positions in H&R Block Inc as of Jun 30, 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
- 393
- +18 vs. Q1 2021
- Shares held
- 152.8M
- −1.55M (−1.0%) vs. Q1 2021
- Total value
- $3.59B
- +$226.1M (+6.7%) vs. Q1 2021
- New holders
- 67
- 99 more added
- Sold out
- 49
- 150 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 29 | $685 | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 35 | $822 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $939 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $1.00K | 0.00% | −2,000−97.1% | Reduced |
| Massmutual Trust Co FSB | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 30 | $1.00K | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 69 | $2.00K | 0.00% | +1+1.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 70 | $2.00K | 0.00% | +70 | New |
| First Manhattan Co | 150 | $3.00K | 0.00% | −200−57.1% | Reduced |
| Earnest Partners LLC | 119 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 185 | $3.00K | 0.00% | −8−4.1% | Reduced |
| Lee Financial Co | 113 | $3.00K | 0.00% | +113 | New |
| Northwestern Mutual Wealth Management Co | 167 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 171 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 176 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 193 | $5.00K | 0.00% | −2,384−92.5% | Reduced |
| Retirement Group, LLC | 203 | $5.00K | 0.00% | −97−32.3% | Reduced |
| Aua Capital Management, LLC | 223 | $5.00K | 0.00% | −24−9.7% | Reduced |
| BBVA USA | 224 | $5.00K | 0.00% | +224 | New |
| TD Private Client Wealth LLC | 238 | $5.59K | 0.00% | −7−2.9% | Reduced |
| Wealth Quarterback LLC | 224 | $6.00K | 0.00% | +224 | New |
| NEXT Financial Group, Inc | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $7.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 323 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 325 | $8.00K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 334 | $8.00K | 0.01% | +2+0.6% | Added |
| Sterling Investment Advisors, Ltd. | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 386 | $9.00K | 0.00% | +22+6.0% | Added |
| Hudock, Inc. | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 412 | $9.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 400 | $9.00K | 0.00% | +400 | New |
| Clearstead Advisors, LLC | 425 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 406 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 405 | $10.0K | 0.00% | +21+5.5% | Added |
| Endurance Wealth Management, Inc. | 502 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 519 | $12.0K | 0.00% | −19−3.5% | Reduced |
| Central Trust Co | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 518 | $12.0K | 0.00% | +150+40.8% | Added |
| Counterpoint Mutual Funds LLC | 570 | $13.0K | 0.01% | +570 | New |
| Optimum Investment Advisors | 600 | $14.0K | 0.00% | −350−36.8% | Reduced |
| PrairieView Partners, LLC | 608 | $14.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 676 | $16.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 716 | $17.0K | 0.00% | −408−36.3% | Reduced |
| Proequities, Inc. | 749 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 747 | $18.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 802 | $19.0K | 0.00% | −86−9.7% | Reduced |
| Valley National Advisers Inc | 800 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 864 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 857 | $20.0K | 0.00% | +72+9.2% | Added |
| Geneos Wealth Management Inc. | 1,000 | $23.0K | 0.00% | −496−33.2% | Reduced |
| Ancora Advisors, LLC | 1,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,034 | $25.0K | 0.00% | −448−30.2% | Reduced |
| Corsicana & Co. | 1,050 | $25.0K | 0.02% | +1,050 | New |
| Loomis Sayles & Co L P | 1,333 | $31.0K | 0.00% | +399+42.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,330 | $31.0K | 0.01% | +500+60.2% | Added |
| MUFG Americas Holdings Corp | 1,524 | $36.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,600 | $38.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,620 | $38.0K | 0.00% | +1,000+161.3% | Added |
| Canada Pension Plan Investment Board | 1,841 | $43.0K | 0.00% | +1,841 | New |
| Bessemer Group Inc | 2,172 | $51.0K | 0.00% | −175−7.5% | Reduced |
| FMR LLC | 2,229 | $52.0K | 0.00% | −3,435,309−99.9% | Reduced |
| Silvant Capital Management LLC | 2,232 | $53.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,400 | $57.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,551 | $60.0K | 0.00% | +151+6.3% | Added |
| Harvest Fund Management Co., Ltd | 2,675 | $62.0K | 0.01% | +1,925+256.7% | Added |
| Pinebridge Investments, L.P. | 2,700 | $63.0K | 0.00% | +2,700 | New |
| Dark Forest Capital Management LP | 2,732 | $64.0K | 0.03% | +2,732 | New |
| Advisory Services Network, LLC | 3,303 | $78.0K | 0.00% | −15,384−82.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,309 | $101.2K | 0.00% | +150+3.6% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 5,000 | $117.0K | 0.00% | +5,000 | New |
| Harbour Investments, Inc. | 5,127 | $120.0K | 0.00% | −520−9.2% | Reduced |
| First Mercantile Trust Co | 5,130 | $120.0K | 0.01% | +5,130 | New |
| Washington Trust Co | 5,315 | $125.0K | 0.00% | +5,315 | New |
| State of Wyoming | 5,321 | $125.0K | 0.08% | +5,321 | New |
| Smith Asset Management Group LP | 5,820 | $137.0K | 0.01% | +5,820 | New |
| Salem Investment Counselors Inc | 5,922 | $139.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,738 | $178.0K | 0.00% | −2,518−24.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,578 | $178.0K | 0.00% | +12,578 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $189.0K | 0.00% | +8,044 | New |
| Hunting Hill Global Capital, LLC | 8,094 | $190.0K | 0.06% | +8,094 | New |
| Panagora Asset Management Inc | 8,823 | $207.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 8,842 | $208.0K | 0.01% | −1,657−15.8% | Reduced |
| Mackenzie Financial Corp | 9,000 | $211.0K | 0.00% | +9,000 | New |
| Boston Family Office LLC | 9,000 | $211.0K | 0.02% | +9,000 | New |
| Ci Investments Inc. | 9,010 | $212.0K | 0.00% | −21,897−70.8% | Reduced |
| Essex Financial Services, Inc. | 9,910 | $216.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 9,215 | $216.0K | 0.01% | +9,215 | New |