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, 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 |
|---|---|---|---|---|---|
| Euclidean Technologies Management, LLC | 8,428 | $211.0K | 0.18% | +8,428 | New |
| MML Investors Services, LLC | 8,385 | $210.0K | 0.00% | +8,385 | New |
| Baker Avenue Asset Management, LP | 8,209 | $205.0K | 0.01% | +8,209 | New |
| Eads & Heald Wealth Management | 8,176 | $204.0K | 0.10% | +8,176 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $201.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,591 | $188.0K | 0.00% | −147−1.9% | Reduced |
| Agf Investments Inc. | 7,400 | $185.0K | 0.00% | +7,400 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,578 | $178.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,922 | $148.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 5,315 | $133.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,270 | $132.0K | 0.08% | −51−1.0% | Reduced |
| Islay Capital Management, LLC | 5,148 | $129.0K | 0.10% | +5,148 | New |
| Harbour Investments, Inc. | 5,034 | $126.0K | 0.00% | −93−1.8% | Reduced |
| Point72 Hong Kong Ltd | 5,008 | $125.0K | 0.01% | −11,597−69.8% | Reduced |
| Group One Trading, L.P. | 4,915 | $123.0K | 0.00% | −25,596−83.9% | Reduced |
| Neo Ivy Capital Management | 8,513 | $122.0K | 0.14% | −22,155−72.2% | Reduced |
| Wilen Investment Management Corp. | 4,800 | $118.0K | 0.10% | +4,800 | New |
| FMR LLC | 3,744 | $94.0K | 0.00% | +1,515+68.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,364 | $84.1K | 0.00% | −945−21.9% | Reduced |
| Canada Pension Plan Investment Board | 3,373 | $84.0K | 0.00% | +1,532+83.2% | Added |
| Harvest Fund Management Co., Ltd | 2,675 | $66.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,553 | $64.0K | 0.01% | +2+0.1% | Added |
| Huntington National Bank | 2,400 | $60.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,269 | $57.0K | 0.00% | −274,469−99.2% | Reduced |
| Silvant Capital Management LLC | 2,232 | $56.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,215 | $55.0K | 0.01% | +885+66.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,093 | $52.0K | 0.00% | +1,900+984.5% | Added |
| Leonteq Securities AG | 2,015 | $50.4K | 0.00% | +2,015 | New |
| Bogart Wealth, LLC | 1,620 | $41.0K | 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 |
| MUFG Americas Holdings Corp | 1,524 | $38.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,333 | $33.0K | 0.00% | 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 |
| 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 |
| 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 |
| Captrust Financial Advisors | 893 | $23.0K | 0.00% | +91+11.3% | Added |
| Tradition Wealth Management, LLC | 864 | $22.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $20.0K | 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 |
| Stonebridge Capital Advisors LLC | 716 | $18.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 676 | $17.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 691 | $17.0K | 0.01% | +587+564.4% | Added |
| Newbridge Financial Services Group, Inc. | 640 | $16.0K | 0.01% | +140+28.0% | Added |
| Optimum Investment Advisors | 600 | $15.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 551 | $14.0K | 0.00% | +33+6.4% | Added |
| 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 |
| 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 |
| Spire Wealth Management | 343 | $9.00K | 0.00% | −62−15.3% | Reduced |
| 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 |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 238 | $5.95K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 35 | $875 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 29 | $725 | 0.00% | 00.0% | Unchanged |
| 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 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −311,126−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −295,000−100.0% | Sold out |