Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2021: 393 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 heldQ2 2021: $3.59B
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, Q2 2021

Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2021.

Institutions holding HRB in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Baird Financial Group, Inc.9,242$217.0K0.00%−150−1.6%Reduced
Fifth Third Bancorp9,287$218.0K0.00%−160−1.7%Reduced
Skandinaviska Enskilda Banken AB (publ)9,500$223.0K0.00%00.0%Unchanged
Utah Retirement Systems9,600$225.0K0.00%+100+1.1%Added
Bridgefront Capital, LLC9,821$231.0K0.09%+9,821New
QS Investors, LLC10,060$237.0K0.00%−37,400−78.8%Reduced
World Asset Management Inc10,231$240.0K0.02%−541−5.0%Reduced
Capital Advisory Group Advisory Services, LLC10,392$244.0K0.09%−1,287−11.0%Reduced
Freestone Capital Holdings, LLC10,479$246.0K0.01%−406−3.7%Reduced
Allworth Financial LP10,624$249.0K0.00%+10,624New
Gluskin Sheff & Assoc Inc10,640$250.0K0.01%00.0%Unchanged
Verition Fund Management LLC10,879$255.0K0.00%+10,879New
Public Sector Pension Investment Board10,933$257.0K0.00%+10,933New
Vestmark Advisory Solutions, Inc.11,106$261.0K0.02%−684−5.8%Reduced
HAP Trading, LLC11,179$262.0K0.02%−11,054−49.7%Reduced
Meeder Asset Management Inc11,257$264.0K0.01%+9,193+445.4%Added
Y-Intercept (Hong Kong) Ltd11,454$269.0K0.07%+11,454New
DuPont Capital Management Corp11,495$270.0K0.01%−6,725−36.9%Reduced
Livforsakringsbolaget Skandia, Omsesidigt11,600$272.0K0.02%00.0%Unchanged
Neuberger Berman Group LLC12,054$283.0K0.00%+12,054New
AdvisorNet Financial, Inc12,150$285.0K0.02%+7,210+146.0%Added
Hancock Whitney Corp12,341$290.0K0.01%−309−2.4%Reduced
Kingsview Wealth Management, LLC12,467$296.0K0.01%00.0%Unchanged
Brown Advisory Inc12,740$299.0K0.00%−773−5.7%Reduced
Pictet Asset Management Ltd12,900$303.0K0.00%−2,700−17.3%Reduced
Claret Asset Management Corp13,042$306.0K0.05%−140−1.1%Reduced
Profund Advisors LLC13,075$306.0K0.01%+198+1.5%Added
Bartlett & Co. LLC13,200$310.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC13,200$313.5K0.01%00.0%Unchanged
AMP Capital Investors Ltd13,421$315.0K0.00%00.0%Unchanged
Principle Wealth Partners LLC13,540$318.0K0.04%+13,540New
Inscription Capital, LLC13,540$318.0K0.04%+13,540New
RSM US Wealth Management LLC13,616$323.0K0.02%−566−4.0%Reduced
Capital Investment Advisory Services, LLC13,787$324.0K0.04%−4,399−24.2%Reduced
Alpha Omega Wealth Management LLC14,229$334.0K0.05%−151−1.1%Reduced
Diversified Trust Co14,444$339.0K0.01%+14,444New
Chicago Trust Co NA14,500$340.0K0.08%00.0%Unchanged
AE Wealth Management LLC14,543$341.0K0.00%+14,543New
ProShare Advisors LLC14,565$342.0K0.00%−302−2.0%Reduced
Legacy Bridge, LLC14,625$343.0K0.19%00.0%Unchanged
The PNC Financial Services Group, Inc.14,745$346.0K0.00%−339−2.2%Reduced
Maryland State Retirement & Pension System14,650$346.0K0.01%00.0%Unchanged
Invst, LLC14,766$349.0K0.06%+2,829+23.7%Added
Occudo Quantitative Strategies LP14,882$349.0K0.05%+5,135+52.7%Added
RBF Capital, LLC15,000$352.0K0.02%00.0%Unchanged
Glenmede Trust Co NA15,238$356.0K0.00%+15,238New
Kestra Advisory Services, LLC15,196$357.0K0.00%+15,196New
Echo Street Capital Management LLC15,943$374.0K0.00%+15,943New
Mariner, LLC16,061$377.0K0.00%+2,821+21.3%Added
Tower Research Capital LLC (TRC)16,413$385.0K0.01%+6,299+62.3%Added
Cetera Investment Advisers16,497$387.0K0.01%−494−2.9%Reduced
Cambridge Investment Research Advisors, Inc.16,596$390.0K0.00%−742−4.3%Reduced
Point72 Hong Kong Ltd16,605$390.0K0.03%+16,605New
Rockland Trust Co16,666$391.0K0.03%00.0%Unchanged
Securian Asset Management, Inc16,674$392.0K0.01%−613−3.5%Reduced
Prudential Financial Inc17,025$400.0K0.00%−9,446−35.7%Reduced
CWM Advisors, LLC17,220$404.0K0.05%+17,220New
NJ State Employees Deferred Compensation Plan18,000$423.0K0.06%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)18,259$429.0K0.00%−1,644−8.3%Reduced
Crossmark Global Holdings, Inc.18,794$441.0K0.01%+4,400+30.6%Added
Bluefin Capital Management, LLC19,000$446.0K0.03%+6,007+46.2%Added
Capital Investment Counsel, Inc19,890$467.0K0.10%+650+3.4%Added
Ontario Teachers Pension Plan Board20,331$477.0K0.01%−14,362−41.4%Reduced
Caxton Associates LP20,591$483.0K0.06%+4,729+29.8%Added
PEAK6 Investments LLC20,750$487.0K0.01%−83,505−80.1%Reduced
Prudential PLC21,747$511.0K0.00%+21,747New
State of Wisconsin Investment Board21,806$512.0K0.00%−1,615−6.9%Reduced
Paloma Partners Management Co22,414$526.0K0.01%−20,267−47.5%Reduced
Lingohr & Partner Asset Management GmbH22,628$531.0K1.34%00.0%Unchanged
Archer Investment Corp22,800$535.3K0.21%00.0%Unchanged
US Bancorp23,066$541.0K0.00%+376+1.7%Added
Creative Planning23,291$547.0K0.00%−13,336−36.4%Reduced
Ceera Investments, LLC23,500$552.0K0.42%+9,005+62.1%Added
Scotia Capital Inc.23,673$556.0K0.00%−3,894−14.1%Reduced
Teacher Retirement System of Texas23,786$558.0K0.00%+2,122+9.8%Added
Advisor Group Holdings, Inc.24,144$567.0K0.00%−3,844−13.7%Reduced
Winton Group Ltd24,541$576.0K0.03%−1,230−4.8%Reduced
ClariVest Asset Management LLC24,524$576.0K0.02%−265−1.1%Reduced
TSP Capital Management Group, LLC–$587.0K0.19%––
Toroso Investments, LLC25,169$591.0K0.02%+25,169New
Standard Life Aberdeen plc25,269$593.0K0.00%−263−1.0%Reduced
Hillsdale Investment Management Inc.25,300$594.0K0.05%+25,300New
Bank of Montreal25,456$595.0K0.00%−15,003−37.1%Reduced
Crawford Investment Counsel Inc26,240$616.0K0.01%+26,240New
Wealthfront Advisers LLC27,232$639.0K0.00%−269−1.0%Reduced
Occidental Asset Management, LLC27,209$639.0K0.17%+1,219+4.7%Added
State of Alaska, Department of Revenue28,176$661.0K0.01%−561−2.0%Reduced
Teachers Retirement System of the State of Kentucky28,200$662.0K0.01%00.0%Unchanged
Hodges Capital Management Inc.29,000$681.0K0.08%+29,000New
Engineers Gate Manager LP29,310$688.0K0.04%−2,180−6.9%Reduced
Cairn Investment Group, Inc.29,530$693.0K0.51%−375−1.3%Reduced
Public Employees Retirement Association of Colorado29,907$702.0K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC29,900$702.0K0.01%+7,464+33.3%Added
Ashfield Capital Partners, LLC30,000$704.0K0.05%00.0%Unchanged
P.A.W. Capital Corp30,000$704.0K0.60%+30,000New
Northwestern Mutual Investment Management Company, LLC30,216$709.0K0.01%−380−1.2%Reduced
Group One Trading, L.P.30,511$716.0K0.01%−2,070−6.4%Reduced
Neo Ivy Capital Management30,668$720.0K0.73%+30,668New
Dynamic Technology Lab Private Ltd30,792$723.0K0.07%+30,792New
APG Asset Management N.V.37,900$750.0K0.00%−51,500−57.6%Reduced