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, Q1 2022
Institutional positions in H&R Block Inc as of Mar 31, 2022. 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
- 388
- +2 vs. Q4 2021
- Shares held
- 140.1M
- −3.81M (−2.6%) vs. Q4 2021
- Total value
- $3.63B
- +$239.7M (+7.1%) vs. Q4 2021
- New holders
- 58
- 109 more added
- Sold out
- 56
- 141 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 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 |
| Versant Capital Management, Inc | 12 | $0 | 0.00% | +12 | New |
| GoalVest Advisory LLC | 11 | $0 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| TCWP LLC | 8 | $0 | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 19 | $495 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $911 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 44 | $1.00K | 0.00% | −58−56.9% | Reduced |
| Financial Management Professionals, Inc. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Schubert & Co | 27 | $1.00K | 0.00% | +6+28.6% | Added |
| Disciplined Investments, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Cordant, Inc. | 43 | $1.00K | 0.00% | +43 | New |
| Estabrook Capital Management | 40 | $1.04K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 73 | $2.00K | 0.00% | −82−52.9% | Reduced |
| Annapolis Financial Services, LLC | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $2.00K | 0.00% | +51+182.1% | Added |
| McIlrath & Eck, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 66 | $2.00K | 0.00% | +66 | New |
| Lee Financial Co | 113 | $3.00K | 0.00% | −30−21.0% | Reduced |
| First Manhattan Co | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 129 | $3.00K | 0.00% | −6−4.4% | Reduced |
| Earnest Partners LLC | 119 | $3.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 117 | $3.00K | 0.00% | +85+265.6% | Added |
| Northwestern Mutual Wealth Management Co | 167 | $4.00K | 0.00% | −36−17.7% | Reduced |
| CWM, LLC | 152 | $4.00K | 0.00% | −64−29.6% | Reduced |
| Aua Capital Management, LLC | 184 | $5.00K | 0.00% | −21−10.2% | Reduced |
| Retirement Group, LLC | 210 | $5.00K | 0.00% | +2+1.0% | Added |
| TCI Wealth Advisors, Inc. | 176 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 237 | $5.00K | 0.00% | +30+14.5% | Added |
| Steward Partners Investment Advisory, LLC | 243 | $6.00K | 0.00% | −5,250−95.6% | Reduced |
| Pacific Center for Financial Services | 280 | $7.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 278 | $7.24K | 0.00% | +278 | New |
| Cordasco Financial Network | 325 | $8.00K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 297 | $8.00K | 0.00% | +297 | New |
| Accel Wealth Management | 339 | $9.00K | 0.00% | +3+0.9% | Added |
| Spire Wealth Management | 345 | $9.00K | 0.00% | −15−4.2% | Reduced |
| GHP Investment Advisors, Inc. | 342 | $9.00K | 0.00% | +342 | New |
| Hudock, Inc. | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 400 | $10.0K | 0.00% | +400 | New |
| Clear Street Markets LLC | 400 | $10.0K | 0.00% | +400 | New |
| Global Retirement Partners, LLC | 292 | $10.0K | 0.00% | +292 | New |
| Lowe Wealth Advisors, LLC | 406 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 467 | $12.0K | 0.00% | −865−64.9% | Reduced |
| Central Trust Co | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 502 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 534 | $14.0K | 0.00% | −3−0.6% | Reduced |
| Parkside Financial Bank & Trust | 629 | $16.0K | 0.00% | −9−1.4% | Reduced |
| Optimum Investment Advisors | 600 | $16.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $16.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 676 | $18.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 747 | $19.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 716 | $19.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 715 | $19.0K | 0.00% | +715 | New |
| Proequities, Inc. | 749 | $20.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 864 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 828 | $22.0K | 0.00% | +388+88.2% | Added |
| Bogart Wealth, LLC | 1,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,034 | $27.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 1,050 | $27.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,150 | $30.0K | 0.00% | +328+39.9% | Added |
| Lindbrook Capital, LLC | 1,258 | $33.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,400 | $36.0K | 0.05% | −3,000−68.2% | Reduced |
| Amundi | 1,378 | $36.0K | 0.00% | +1,378 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,549 | $40.0K | 0.00% | −129−7.7% | Reduced |
| MUFG Americas Holdings Corp | 1,524 | $40.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,600 | $42.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,717 | $45.0K | 0.01% | −1,038−37.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,750 | $46.0K | 0.02% | +1,250+250.0% | Added |
| Nomura Asset Management Co Ltd | 1,860 | $48.4K | 0.00% | +1,860 | New |
| North Star Investment Management Corp. | 1,966 | $51.0K | 0.00% | +2+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,075 | $54.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,232 | $59.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,331 | $61.0K | 0.00% | −2,713−53.8% | Reduced |
| De Burlo Group Inc | 2,400 | $62.5K | 0.01% | +2,400 | New |
| Huntington National Bank | 2,400 | $63.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,740 | $71.0K | 0.00% | +2,740 | New |
| Prospera Financial Services Inc | 2,735 | $71.0K | 0.00% | +2,735 | New |
| Paladin Advisory Group, LLC | 3,584 | $94.0K | 0.08% | +3,584 | New |
| TD Private Client Wealth LLC | 3,763 | $98.0K | 0.00% | +3,525+1,481.1% | Added |
| Covestor Ltd | 3,878 | $101.0K | 0.07% | −1,763−31.3% | Reduced |
| Harvest Fund Management Co., Ltd | 4,398 | $114.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,083 | $119.0K | 0.00% | −3,099−43.1% | Reduced |
| Umb Bank N A | 4,798 | $125.0K | 0.00% | 00.0% | Unchanged |
| Wilen Investment Management Corp. | 5,000 | $127.0K | 0.10% | +200+4.2% | Added |
| Salem Investment Counselors Inc | 5,246 | $137.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 5,315 | $138.0K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 5,531 | $144.0K | 0.10% | +5,531 | New |
| Tower Research Capital LLC (TRC) | 6,160 | $160.0K | 0.00% | −3,467−36.0% | Reduced |
| National Bank of Canada | 6,764 | $176.0K | 0.00% | 00.0% | Unchanged |
| Intersect Capital LLC | 7,900 | $206.0K | 0.04% | +7,900 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $209.0K | 0.00% | 00.0% | Unchanged |