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, 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 |
|---|---|---|---|---|---|
| National Bank of Canada | 6,764 | $159.0K | 0.00% | +6,764 | New |
| Covestor Ltd | 5,641 | $133.0K | 0.19% | +5,641 | New |
| Steward Partners Investment Advisory, LLC | 5,493 | $129.0K | 0.00% | +3,400+162.4% | Added |
| Washington Trust Co | 5,315 | $125.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,246 | $124.0K | 0.00% | −676−11.4% | Reduced |
| Captrust Financial Advisors | 5,044 | $120.0K | 0.00% | +4,151+464.8% | Added |
| Umb Bank N A | 4,798 | $113.0K | 0.00% | +4,798 | New |
| Wilen Investment Management Corp. | 4,800 | $110.0K | 0.08% | 00.0% | Unchanged |
| FMR LLC | 4,472 | $105.0K | 0.00% | +728+19.4% | Added |
| 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 |
| Snowden Capital Advisors LLC | 3,800 | $89.0K | 0.00% | +3,800 | New |
| Walleye Trading LLC | 2,805 | $66.0K | 0.00% | +2,805 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,755 | $65.0K | 0.01% | +540+24.4% | Added |
| Huntington National Bank | 2,400 | $57.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,274 | $54.0K | 0.00% | −2,760−54.8% | Reduced |
| Silvant Capital Management LLC | 2,232 | $53.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,158 | $51.0K | 0.01% | +2,158 | New |
| Federation des caisses Desjardins du Quebec | 2,075 | $48.9K | 0.00% | −1,289−38.3% | Reduced |
| North Star Investment Management Corp. | 1,964 | $46.0K | 0.00% | −589−23.1% | Reduced |
| CoreCap Advisors, LLC | 1,880 | $44.0K | 0.00% | +1,880 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,678 | $40.0K | 0.00% | +601+55.8% | Added |
| HM Payson & Co | 1,600 | $38.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,524 | $36.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,332 | $31.0K | 0.00% | +931+232.2% | Added |
| Lindbrook Capital, LLC | 1,258 | $30.0K | 0.00% | +1,208+2,416.0% | Added |
| Signet Financial Management, LLC | 1,215 | $29.0K | 0.00% | +1,215 | New |
| 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 |
| 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 |
| Geneos Wealth Management Inc. | 1,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 864 | $20.0K | 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 |
| Proequities, Inc. | 749 | $18.0K | 0.00% | −844−53.0% | Reduced |
| Atwood & Palmer Inc | 747 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 716 | $17.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 676 | $16.0K | 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 |
| Optimum Investment Advisors | 600 | $14.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 537 | $13.0K | 0.00% | +18+3.5% | Added |
| 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 |
| Ellevest, Inc. | 440 | $10.0K | 0.00% | −111−20.1% | Reduced |
| Lowe Wealth Advisors, LLC | 406 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 238 | $5.61K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Estabrook Capital Management | 40 | $942 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $825 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 19 | $448 | 0.00% | +19 | New |
| 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 |
| Sumitomo Mitsui Financial Group, Inc. | 10,178 | – | – | +10,178 | New |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −841,721−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −269,892−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −221,508−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −175,558−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −159,284−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −144,372−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −116,898−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −85,740−100.0% | Sold out |