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, Q4 2021
Institutional positions in H&R Block Inc as of Dec 31, 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
- 391
- −3 vs. Q3 2021
- Shares held
- 144.0M
- −5.37M (−3.6%) vs. Q3 2021
- Total value
- $3.39B
- −$340.6M (−9.1%) vs. Q3 2021
- New holders
- 44
- 127 more added
- Sold out
- 47
- 143 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 5 | $0 | 0.00% | −16,016−100.0% | Reduced |
| Bell Investment Advisors, Inc | 21 | $0 | 0.00% | −235−91.8% | Reduced |
| First Horizon Advisors, Inc. | 7 | $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 |
| Schubert & Co | 21 | $0 | 0.00% | +21 | New |
| Sutton Wealth Advisors Inc. | 19 | $448 | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 35 | $825 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $942 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 32 | $1.00K | 0.00% | −235−88.0% | Reduced |
| McIlrath & Eck, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 52 | $1.00K | 0.00% | −52−50.0% | Reduced |
| Tarbox Family Office, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Financial Management Professionals, Inc. | 42 | $1.00K | 0.00% | +42 | New |
| Assetmark, Inc | 102 | $2.00K | 0.00% | −503,118−100.0% | Reduced |
| Professional Financial Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 119 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 135 | $3.00K | 0.00% | +135 | New |
| TCI Wealth Advisors, Inc. | 176 | $4.00K | 0.00% | −12−6.4% | Reduced |
| Rockefeller Capital Management L.P. | 207 | $4.00K | 0.00% | +32+18.3% | Added |
| Lee Financial Co | 143 | $4.00K | 0.00% | +30+26.5% | Added |
| Denali Advisors LLC | 155 | $4.00K | 0.00% | +155 | New |
| Aua Capital Management, LLC | 205 | $5.00K | 0.00% | −11−5.1% | Reduced |
| Retirement Group, LLC | 208 | $5.00K | 0.00% | +2+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 203 | $5.00K | 0.00% | +36+21.6% | Added |
| CWM, LLC | 216 | $5.00K | 0.00% | +216 | New |
| TD Private Client Wealth LLC | 238 | $5.61K | 0.00% | 00.0% | Unchanged |
| 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 |
| FourThought Financial, LLC | 300 | $7.00K | 0.00% | +300 | New |
| Spire Wealth Management | 360 | $8.00K | 0.00% | +17+5.0% | Added |
| Cordasco Financial Network | 325 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 336 | $8.00K | 0.00% | +121+56.3% | Added |
| Hudock, Inc. | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 440 | $10.0K | 0.00% | −111−20.1% | Reduced |
| Lowe Wealth Advisors, LLC | 406 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $12.0K | 0.01% | −140−21.9% | Reduced |
| Central Trust Co | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 502 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 537 | $13.0K | 0.00% | +18+3.5% | Added |
| Optimum Investment Advisors | 600 | $14.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $14.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 653 | $15.0K | 0.00% | −1,616−71.2% | Reduced |
| Parkside Financial Bank & Trust | 638 | $15.0K | 0.00% | −53−7.7% | Reduced |
| NVWM, LLC | 676 | $16.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 716 | $17.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 749 | $18.0K | 0.00% | −844−53.0% | Reduced |
| Atwood & Palmer Inc | 747 | $18.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 822 | $19.0K | 0.00% | +55+7.2% | Added |
| Tradition Wealth Management, LLC | 864 | $20.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $24.0K | 0.00% | −620−38.3% | Reduced |
| Ancora Advisors, LLC | 1,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,034 | $25.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 1,050 | $25.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,215 | $29.0K | 0.00% | +1,215 | New |
| Lindbrook Capital, LLC | 1,258 | $30.0K | 0.00% | +1,208+2,416.0% | Added |
| Signaturefd, LLC | 1,332 | $31.0K | 0.00% | +931+232.2% | Added |
| MUFG Americas Holdings Corp | 1,524 | $36.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,600 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,678 | $40.0K | 0.00% | +601+55.8% | Added |
| CoreCap Advisors, LLC | 1,880 | $44.0K | 0.00% | +1,880 | New |
| North Star Investment Management Corp. | 1,964 | $46.0K | 0.00% | −589−23.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,075 | $48.9K | 0.00% | −1,289−38.3% | Reduced |
| Quent Capital, LLC | 2,158 | $51.0K | 0.01% | +2,158 | New |
| Silvant Capital Management LLC | 2,232 | $53.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,274 | $54.0K | 0.00% | −2,760−54.8% | Reduced |
| Huntington National Bank | 2,400 | $57.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,755 | $65.0K | 0.01% | +540+24.4% | Added |
| Walleye Trading LLC | 2,805 | $66.0K | 0.00% | +2,805 | New |
| Snowden Capital Advisors LLC | 3,800 | $89.0K | 0.00% | +3,800 | New |
| Harvest Fund Management Co., Ltd | 4,398 | $104.0K | 0.02% | +1,723+64.4% | Added |
| Aquatic Capital Management LLC | 4,400 | $104.0K | 0.20% | +4,400 | New |
| FMR LLC | 4,472 | $105.0K | 0.00% | +728+19.4% | Added |
| Wilen Investment Management Corp. | 4,800 | $110.0K | 0.08% | 00.0% | Unchanged |
| Umb Bank N A | 4,798 | $113.0K | 0.00% | +4,798 | New |
| Captrust Financial Advisors | 5,044 | $120.0K | 0.00% | +4,151+464.8% | Added |
| Salem Investment Counselors Inc | 5,246 | $124.0K | 0.00% | −676−11.4% | Reduced |
| Washington Trust Co | 5,315 | $125.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,493 | $129.0K | 0.00% | +3,400+162.4% | Added |
| Covestor Ltd | 5,641 | $133.0K | 0.19% | +5,641 | New |
| National Bank of Canada | 6,764 | $159.0K | 0.00% | +6,764 | New |
| IFP Advisors, Inc | 7,182 | $166.0K | 0.00% | −409−5.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $190.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 8,322 | $196.0K | 0.15% | +3,174+61.7% | Added |
| Wedge Capital Management L L P | 8,747 | $206.0K | 0.00% | −144−1.6% | Reduced |
| 6 Meridian | 8,752 | $206.0K | 0.02% | +70+0.8% | Added |
| Baker Avenue Asset Management, LP | 8,826 | $208.0K | 0.01% | +617+7.5% | Added |
| Level Four Advisory Services, LLC | 8,884 | $209.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,935 | $210.0K | 0.00% | +550+6.6% | Added |
| Boston Family Office LLC | 9,000 | $212.0K | 0.01% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 9,169 | $216.0K | 0.16% | +95+1.0% | Added |