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, 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 |
|---|---|---|---|---|---|
| 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 |
| Huntington National Bank | 2,400 | $63.0K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 2,400 | $62.5K | 0.01% | +2,400 | New |
| Captrust Financial Advisors | 2,331 | $61.0K | 0.00% | −2,713−53.8% | Reduced |
| Silvant Capital Management LLC | 2,232 | $59.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,075 | $54.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,966 | $51.0K | 0.00% | +2+0.1% | Added |
| Nomura Asset Management Co Ltd | 1,860 | $48.4K | 0.00% | +1,860 | New |
| Newbridge Financial Services Group, Inc. | 1,750 | $46.0K | 0.02% | +1,250+250.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,717 | $45.0K | 0.01% | −1,038−37.7% | Reduced |
| HM Payson & Co | 1,600 | $42.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Lindbrook Capital, LLC | 1,258 | $33.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,150 | $30.0K | 0.00% | +328+39.9% | Added |
| 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 |
| Bogart Wealth, LLC | 1,000 | $26.0K | 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 |
| Valley National Advisers Inc | 800 | $21.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 749 | $20.0K | 0.00% | 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 |
| NVWM, LLC | 676 | $18.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Quadrant Capital Group LLC | 534 | $14.0K | 0.00% | −3−0.6% | Reduced |
| Central Trust Co | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 502 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 467 | $12.0K | 0.00% | −865−64.9% | Reduced |
| Lowe Wealth Advisors, LLC | 406 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| WR Wealth Planners, LLC | 278 | $7.24K | 0.00% | +278 | New |
| Pacific Center for Financial Services | 280 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 243 | $6.00K | 0.00% | −5,250−95.6% | 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 |
| 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 |
| 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 |
| 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 |
| Estabrook Capital Management | 40 | $1.04K | 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 |
| Raffa Wealth Management, LLC | 35 | $911 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 19 | $495 | 0.00% | 00.0% | Unchanged |
| 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 |
| Sumitomo Mitsui Financial Group, Inc. | 434,775 | – | – | +424,597+4,171.7% | Added |
| Franchise Capital Ltd | 51,356 | – | – | +51,356 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,026,061−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −893,359−100.0% | Sold out |
| Fidelity National Financial, Inc. | 0 | $0 | 0.00% | −636,854−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −592,130−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −478,238−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −236,900−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −195,000−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −174,798−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −123,958−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −110,894−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −108,796−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −97,368−100.0% | Sold out |