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, Q3 2021
Institutional positions in H&R Block Inc as of Sep 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
- 398
- +11 vs. Q2 2021
- Shares held
- 149.3M
- −3.43M (−2.2%) vs. Q2 2021
- Total value
- $3.74B
- +$146.4M (+4.1%) vs. Q2 2021
- New holders
- 59
- 109 more added
- Sold out
- 48
- 139 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $0 | 0.00% | +7 | New |
| Exane Derivatives | 29 | $725 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $875 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 27 | $1.00K | 0.00% | −2−6.9% | Reduced |
| Investors Research Corp | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 50 | $1.00K | 0.00% | +12+31.6% | Added |
| Estabrook Capital Management | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 57 | $1.00K | 0.00% | +57 | New |
| Global Retirement Partners, LLC | 69 | $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 |
| McIlrath & Eck, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 104 | $2.00K | 0.00% | +104 | New |
| First Manhattan Co | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 119 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 113 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 167 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 175 | $4.00K | 0.00% | −10−5.4% | Reduced |
| Accel Wealth Management | 215 | $5.00K | 0.00% | −119−35.6% | Reduced |
| Aua Capital Management, LLC | 216 | $5.00K | 0.00% | −7−3.1% | Reduced |
| Retirement Group, LLC | 206 | $5.00K | 0.00% | +3+1.5% | Added |
| TCI Wealth Advisors, Inc. | 188 | $5.00K | 0.00% | +12+6.8% | Added |
| D'Orazio & Associates, Inc. | 215 | $5.00K | 0.00% | +215 | New |
| TD Private Client Wealth LLC | 238 | $5.95K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 227 | $6.00K | 0.00% | +3+1.3% | Added |
| TD Ameritrade Investment Management, LLC | 363 | $6.00K | 0.00% | +363 | New |
| Bell Investment Advisors, Inc | 256 | $6.00K | 0.00% | +256 | New |
| Pacific Center for Financial Services | 280 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 267 | $7.00K | 0.00% | +235+734.4% | Added |
| Cordasco Financial Network | 325 | $8.00K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 308 | $8.00K | 0.00% | +84+37.5% | Added |
| Spire Wealth Management | 343 | $9.00K | 0.00% | −62−15.3% | Reduced |
| Lowe Wealth Advisors, LLC | 406 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 401 | $10.0K | 0.00% | +15+3.9% | Added |
| Hudock, Inc. | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 412 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 519 | $13.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 502 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 551 | $14.0K | 0.00% | +33+6.4% | Added |
| Optimum Investment Advisors | 600 | $15.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $15.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 640 | $16.0K | 0.01% | +140+28.0% | Added |
| NVWM, LLC | 676 | $17.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 691 | $17.0K | 0.01% | +587+564.4% | Added |
| Stonebridge Capital Advisors LLC | 716 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 767 | $19.0K | 0.00% | −90−10.5% | Reduced |
| Atwood & Palmer Inc | 747 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 756 | $19.0K | 0.00% | +756 | New |
| Valley National Advisers Inc | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 864 | $22.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 893 | $23.0K | 0.00% | +91+11.3% | Added |
| Ancora Advisors, LLC | 1,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,034 | $26.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 1,050 | $26.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,077 | $27.0K | 0.00% | +1,077 | New |
| Cutler Group LP | 1,080 | $27.0K | 0.00% | +1,080 | New |
| Loomis Sayles & Co L P | 1,333 | $33.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,524 | $38.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,600 | $40.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,593 | $40.0K | 0.00% | +844+112.7% | Added |
| Bogart Wealth, LLC | 1,620 | $41.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,015 | $50.4K | 0.00% | +2,015 | New |
| Steward Partners Investment Advisory, LLC | 2,093 | $52.0K | 0.00% | +1,900+984.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,215 | $55.0K | 0.01% | +885+66.5% | Added |
| Silvant Capital Management LLC | 2,232 | $56.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,269 | $57.0K | 0.00% | −274,469−99.2% | Reduced |
| Huntington National Bank | 2,400 | $60.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,553 | $64.0K | 0.01% | +2+0.1% | Added |
| Harvest Fund Management Co., Ltd | 2,675 | $66.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,373 | $84.0K | 0.00% | +1,532+83.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,364 | $84.1K | 0.00% | −945−21.9% | Reduced |
| FMR LLC | 3,744 | $94.0K | 0.00% | +1,515+68.0% | Added |
| Wilen Investment Management Corp. | 4,800 | $118.0K | 0.10% | +4,800 | New |
| Neo Ivy Capital Management | 8,513 | $122.0K | 0.14% | −22,155−72.2% | Reduced |
| Group One Trading, L.P. | 4,915 | $123.0K | 0.00% | −25,596−83.9% | Reduced |
| Point72 Hong Kong Ltd | 5,008 | $125.0K | 0.01% | −11,597−69.8% | Reduced |
| Harbour Investments, Inc. | 5,034 | $126.0K | 0.00% | −93−1.8% | Reduced |
| Islay Capital Management, LLC | 5,148 | $129.0K | 0.10% | +5,148 | New |
| State of Wyoming | 5,270 | $132.0K | 0.08% | −51−1.0% | Reduced |
| Washington Trust Co | 5,315 | $133.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,922 | $148.0K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,578 | $178.0K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 7,400 | $185.0K | 0.00% | +7,400 | New |
| IFP Advisors, Inc | 7,591 | $188.0K | 0.00% | −147−1.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $201.0K | 0.00% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 8,176 | $204.0K | 0.10% | +8,176 | New |
| Baker Avenue Asset Management, LP | 8,209 | $205.0K | 0.01% | +8,209 | New |
| MML Investors Services, LLC | 8,385 | $210.0K | 0.00% | +8,385 | New |
| Euclidean Technologies Management, LLC | 8,428 | $211.0K | 0.18% | +8,428 | New |
| Tower Research Capital LLC (TRC) | 8,695 | $217.0K | 0.01% | −7,718−47.0% | Reduced |
| 6 Meridian | 8,682 | $217.0K | 0.02% | +8,682 | New |