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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.

Institutional holdersQ3 2021: 398 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 heldQ3 2021: $3.74B
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, Q3 2021

Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q2 2021.

Institutions holding HRB in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Panagora Asset Management Inc8,823$221.0K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC8,848$221.0K0.01%+8,848New
Wedge Capital Management L L P8,891$222.0K0.00%+8,891New
Level Four Advisory Services, LLC8,884$222.0K0.02%+8,884New
Boston Family Office LLC9,000$225.0K0.02%00.0%Unchanged
Bessemer Group Inc8,994$225.0K0.00%+6,822+314.1%Added
XTX Topco Ltd8,980$225.0K0.08%+8,980New
Tudor Investment Corp Et Al9,083$227.0K0.00%+9,083New
Kaizen Financial Strategies9,074$227.0K0.18%+9,074New
Shelton Capital Management9,215$230.0K0.01%00.0%Unchanged
Utah Retirement Systems9,300$233.0K0.00%−300−3.1%Reduced
Baird Financial Group, Inc.9,315$233.0K0.00%+73+0.8%Added
World Asset Management Inc9,454$236.0K0.02%−777−7.6%Reduced
Ci Investments Inc.9,467$237.0K0.00%+457+5.1%Added
Skandinaviska Enskilda Banken AB (publ)9,500$238.0K0.00%00.0%Unchanged
Fifth Third Bancorp9,517$238.0K0.00%+230+2.5%Added
Capital Advisory Group Advisory Services, LLC10,086$252.0K0.09%−306−2.9%Reduced
Profund Advisors LLC10,197$255.0K0.01%−2,878−22.0%Reduced
Gyon Technologies Capital Management, LP10,253$256.0K0.07%+10,253New
Essex Financial Services, Inc.10,360$259.0K0.03%+450+4.5%Added
DuPont Capital Management Corp10,510$263.0K0.01%−985−8.6%Reduced
Capital Investment Advisory Services, LLC10,689$267.0K0.03%−3,098−22.5%Reduced
Allworth Financial LP10,745$269.0K0.00%+121+1.1%Added
Cookson Peirce & Co Inc10,771$269.0K0.02%+10,771New
One Wealth Advisors, LLC11,454$286.0K0.08%+11,454New
Livforsakringsbolaget Skandia, Omsesidigt11,600$290.0K0.02%00.0%Unchanged
Claret Asset Management Corp11,792$295.0K0.05%−1,250−9.6%Reduced
Brown Advisory Inc11,913$298.0K0.00%−827−6.5%Reduced
Pictet Asset Management SA12,900$323.0K0.00%+12,900New
AdvisorNet Financial, Inc12,975$324.0K0.02%+825+6.8%Added
ProShare Advisors LLC13,181$330.0K0.00%−1,384−9.5%Reduced
Bartlett & Co. LLC13,200$330.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC13,200$333.6K0.01%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.13,423$336.0K0.00%−3,173−19.1%Reduced
Principle Wealth Partners LLC13,540$339.0K0.04%00.0%Unchanged
Valeo Financial Advisors, LLC13,655$341.0K0.02%+13,655New
Vestmark Advisory Solutions, Inc.13,664$342.0K0.02%+2,558+23.0%Added
RSM US Wealth Management LLC13,616$344.0K0.02%00.0%Unchanged
Chicago Trust Co NA14,500$363.0K0.08%00.0%Unchanged
Legacy Bridge, LLC14,625$366.0K0.21%00.0%Unchanged
Alpha Omega Wealth Management LLC14,673$367.0K0.06%+444+3.1%Added
The PNC Financial Services Group, Inc.14,661$368.0K0.00%−84−0.6%Reduced
Maryland State Retirement & Pension System14,650$372.0K0.01%00.0%Unchanged
P.A.W. Capital Corp15,000$375.0K0.33%−15,000−50.0%Reduced
RBF Capital, LLC15,000$375.0K0.02%00.0%Unchanged
Pearl River Capital, LLC15,111$378.0K0.10%−36,090−70.5%Reduced
Invst, LLC15,324$383.0K0.06%+558+3.8%Added
Kestra Advisory Services, LLC15,766$394.0K0.00%+570+3.8%Added
Securian Asset Management, Inc15,968$399.0K0.01%−706−4.2%Reduced
Fort, L.P.15,957$399.0K0.13%+15,957New
Prudential Financial Inc15,980$400.0K0.00%−1,045−6.1%Reduced
Meeder Asset Management Inc16,021$400.0K0.02%+4,764+42.3%Added
Caxton Associates LP16,381$410.0K0.06%−4,210−20.4%Reduced
Teza Capital Management LLC16,389$410.0K0.20%+16,389New
Scotia Capital Inc.16,617$415.0K0.00%−7,056−29.8%Reduced
Engineers Gate Manager LP16,697$417.0K0.02%−12,613−43.0%Reduced
Rockland Trust Co16,666$417.0K0.03%00.0%Unchanged
AE Wealth Management LLC16,942$424.0K0.00%+2,399+16.5%Added
Ritholtz Wealth Management17,015$425.0K0.03%+17,015New
Sciencast Management LP18,026$444.0K0.13%+18,026New
Tectonic Advisors LLC17,822$446.0K0.09%+17,822New
OmniStar Financial Group, Inc.17,932$448.0K0.53%+17,932New
NJ State Employees Deferred Compensation Plan18,000$450.0K0.06%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)18,259$456.0K0.00%00.0%Unchanged
Truist Financial Corp18,722$468.0K0.00%−60,185−76.3%Reduced
Crossmark Global Holdings, Inc.18,814$470.0K0.01%+20+0.1%Added
Bokf, NA19,434$486.0K0.01%+19,434New
Allianz Asset Management GmbH19,541$489.0K0.00%+19,541New
Mariner, LLC19,718$493.0K0.00%+3,657+22.8%Added
Park Circle Co20,800$520.0K0.43%+20,800New
Cetera Investment Advisers21,042$526.0K0.01%+4,545+27.6%Added
Hennion & Walsh Asset Management, Inc.21,875$547.0K0.03%+13,033+147.4%Added
Standard Life Aberdeen plc21,920$553.0K0.00%−3,349−13.3%Reduced
State of Wisconsin Investment Board22,433$561.0K0.00%+627+2.9%Added
AMP Capital Investors Ltd22,421$561.0K0.00%+9,000+67.1%Added
Lingohr & Partner Asset Management GmbH22,628$566.0K1.51%00.0%Unchanged
Archer Investment Corp22,800$570.0K0.21%00.0%Unchanged
Bank of Nova Scotia22,833$571.0K0.00%−269,167−92.2%Reduced
Exchange Traded Concepts, LLC23,071$577.0K0.01%+23,071New
ClariVest Asset Management LLC24,524$613.0K0.02%00.0%Unchanged
AGF Investments LLC24,568$614.0K0.06%+24,568New
TSP Capital Management Group, LLC–$625.0K0.21%––
Creative Planning25,698$642.0K0.00%+2,407+10.3%Added
US Bancorp26,174$654.0K0.00%+3,108+13.5%Added
Wealthfront Advisers LLC27,174$679.0K0.00%−58−0.2%Reduced
Crawford Investment Counsel Inc27,140$679.0K0.01%+900+3.4%Added
State of Alaska, Department of Revenue27,318$682.0K0.01%−858−3.0%Reduced
Bank of Montreal26,714$682.0K0.00%+1,258+4.9%Added
Eaton Vance Management32,748$697.0K0.00%−16,411−33.4%Reduced
HSBC Holdings PLC27,799$700.0K0.00%−8,002−22.4%Reduced
APG Asset Management N.V.32,500$701.0K0.00%−5,400−14.2%Reduced
Oppenheimer & Co Inc28,122$703.0K0.01%+28,122New
Teachers Retirement System of the State of Kentucky28,200$705.0K0.01%00.0%Unchanged
Occidental Asset Management, LLC28,835$721.0K0.19%+1,626+6.0%Added
Teacher Retirement System of Texas28,908$723.0K0.00%+5,122+21.5%Added
Northwestern Mutual Investment Management Company, LLC29,413$735.0K0.01%−803−2.7%Reduced
Westpac Banking Corp29,600$740.0K0.01%+29,600New
Public Employees Retirement Association of Colorado29,907$748.0K0.00%00.0%Unchanged
Ashfield Capital Partners, LLC30,000$750.0K0.05%00.0%Unchanged
Toroso Investments, LLC30,145$754.0K0.03%+4,976+19.8%Added