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, 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 |
|---|---|---|---|---|---|
| Hunting Hill Global Capital, LLC | 8,094 | $190.0K | 0.06% | +8,094 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $189.0K | 0.00% | +8,044 | New |
| 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 |
| Salem Investment Counselors Inc | 5,922 | $139.0K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 5,820 | $137.0K | 0.01% | +5,820 | 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 |
| 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 |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 5,000 | $117.0K | 0.00% | +5,000 | New |
| Federation des caisses Desjardins du Quebec | 4,309 | $101.2K | 0.00% | +150+3.6% | Added |
| Advisory Services Network, LLC | 3,303 | $78.0K | 0.00% | −15,384−82.3% | Reduced |
| Dark Forest Capital Management LP | 2,732 | $64.0K | 0.03% | +2,732 | New |
| Pinebridge Investments, L.P. | 2,700 | $63.0K | 0.00% | +2,700 | New |
| Harvest Fund Management Co., Ltd | 2,675 | $62.0K | 0.01% | +1,925+256.7% | Added |
| North Star Investment Management Corp. | 2,551 | $60.0K | 0.00% | +151+6.3% | Added |
| Huntington National Bank | 2,400 | $57.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,232 | $53.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,229 | $52.0K | 0.00% | −3,435,309−99.9% | Reduced |
| Bessemer Group Inc | 2,172 | $51.0K | 0.00% | −175−7.5% | Reduced |
| Canada Pension Plan Investment Board | 1,841 | $43.0K | 0.00% | +1,841 | New |
| 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 |
| MUFG Americas Holdings Corp | 1,524 | $36.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Tradition Wealth Management, LLC | 864 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 857 | $20.0K | 0.00% | +72+9.2% | Added |
| Captrust Financial Advisors | 802 | $19.0K | 0.00% | −86−9.7% | Reduced |
| Valley National Advisers Inc | 800 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 749 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 747 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 716 | $17.0K | 0.00% | −408−36.3% | Reduced |
| NVWM, LLC | 676 | $16.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $14.0K | 0.00% | −350−36.8% | Reduced |
| PrairieView Partners, LLC | 608 | $14.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 570 | $13.0K | 0.01% | +570 | New |
| 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 |
| Endurance Wealth Management, Inc. | 502 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Wealth Quarterback LLC | 224 | $6.00K | 0.00% | +224 | New |
| TD Private Client Wealth LLC | 238 | $5.59K | 0.00% | −7−2.9% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Estabrook Capital Management | 40 | $939 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $822 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 29 | $685 | 0.00% | +29 | New |
| 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 |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −343,084−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −167,249−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −106,325−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −70,522−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −68,780−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −52,929−100.0% | Sold out |