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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 0 | $0 | 0.00% | −45,442−100.0% | Sold out |
| Voce Capital Management LLC | 0 | $0 | 0.00% | −44,128−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −40,456−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −37,143−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −35,048−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −34,990−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −34,300−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −30,827−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −26,988−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −34,300−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −23,994−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −23,275−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −21,236−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −19,940−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −17,250−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,816−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −16,147−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −13,754−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,234−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,752−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −10,306−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −9,769−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −7,795−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,117−100.0% | Sold out |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |