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, Q2 2022
Institutional positions in H&R Block Inc as of Jun 30, 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
- 437
- +58 vs. Q1 2022
- Shares held
- 138.9M
- +973.3K (+0.7%) vs. Q1 2022
- Total value
- $4.93B
- +$1.36B (+37.9%) vs. Q1 2022
- New holders
- 109
- 115 more added
- Sold out
- 51
- 146 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2022.
| 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% | 00.0% | Unchanged |
| ACG Wealth | 6 | $0 | 0.00% | +6 | New |
| Carmichael Hill & Associates, Inc. | 10 | $0 | 0.00% | +10 | New |
| Iron Horse Wealth Management, LLC | 11 | $0 | 0.00% | +11 | New |
| Morton Brown Family Wealth, LLC | 13 | $0 | 0.00% | +13 | New |
| Eagle Bay Advisors LLC | 8 | $283 | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 19 | $671 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 30 | $1.00K | 0.00% | +7+30.4% | Added |
| CX Institutional | 30 | $1.00K | 0.00% | +30 | New |
| Estabrook Capital Management | 40 | $1.41K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 63 | $2.00K | 0.00% | +36+133.3% | Added |
| Steward Financial Group LLC | 59 | $2.00K | 0.00% | +59 | New |
| Annapolis Financial Services, LLC | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 87 | $3.00K | 0.00% | +87 | New |
| Bell Investment Advisors, Inc | 99 | $3.00K | 0.00% | +99 | New |
| Loomis Sayles & Co L P | 115 | $4.00K | 0.00% | −182−61.3% | Reduced |
| Earnest Partners LLC | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 125 | $5.00K | 0.00% | −214−63.1% | Reduced |
| First Manhattan Co | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 129 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 142 | $5.00K | 0.00% | +63+79.7% | Added |
| Investors Asset Management of Georgia Inc | 152 | $5.00K | 0.00% | +152 | New |
| TCI Wealth Advisors, Inc. | 176 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 157 | $6.00K | 0.00% | −27−14.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 159 | $6.00K | 0.00% | +159 | New |
| Global Retirement Partners, LLC | 192 | $7.00K | 0.00% | −100−34.2% | Reduced |
| Covington Capital Management | 200 | $7.00K | 0.00% | +200 | New |
| ClariVest Asset Management LLC | 201 | $7.00K | 0.00% | +201 | New |
| Stonebridge Capital Advisors LLC | 216 | $8.00K | 0.00% | −500−69.8% | Reduced |
| Retirement Group, LLC | 212 | $8.00K | 0.00% | +2+1.0% | Added |
| Crewe Advisors LLC | 219 | $8.00K | 0.00% | +219 | New |
| Rockefeller Capital Management L.P. | 267 | $9.00K | 0.00% | +30+12.7% | Added |
| WR Wealth Planners, LLC | 278 | $9.82K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 289 | $10.0K | 0.00% | +122+73.1% | Added |
| Cordasco Financial Network | 325 | $11.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 346 | $12.0K | 0.00% | +4+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 343 | $12.0K | 0.00% | +100+41.2% | Added |
| Lowe Wealth Advisors, LLC | 406 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 412 | $15.0K | 0.01% | −3,466−89.4% | Reduced |
| Tradition Wealth Management, LLC | 464 | $16.0K | 0.00% | −400−46.3% | Reduced |
| Cutler Group LP | 507 | $17.0K | 0.00% | +507 | New |
| Central Trust Co | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 502 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 525 | $19.0K | 0.00% | −190−26.6% | Reduced |
| Atwood & Palmer Inc | 570 | $20.0K | 0.00% | −177−23.7% | Reduced |
| PrairieView Partners, LLC | 608 | $21.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 618 | $21.0K | 0.01% | +618 | New |
| Parkside Financial Bank & Trust | 628 | $22.0K | 0.01% | −1−0.2% | Reduced |
| Quadrant Capital Group LLC | 609 | $22.0K | 0.00% | +75+14.0% | Added |
| GoalVest Advisory LLC | 600 | $22.0K | 0.01% | +589+5,354.5% | Added |
| Ronald Blue Trust, Inc. | 875 | $23.0K | 0.00% | +875 | New |
| NVWM, LLC | 676 | $24.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 762 | $26.9K | 0.00% | +762 | New |
| CWM, LLC | 751 | $27.0K | 0.00% | +599+394.1% | Added |
| Archer Investment Corp | 800 | $28.3K | 0.01% | −22,000−96.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 830 | $29.0K | 0.01% | −887−51.7% | Reduced |
| Valley National Advisers Inc | 800 | $29.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 959 | $34.0K | 0.02% | −791−45.2% | Reduced |
| Bogart Wealth, LLC | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 1,050 | $37.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,101 | $39.0K | 0.00% | +273+33.0% | Added |
| Clear Street Markets LLC | 1,100 | $39.0K | 0.01% | +700+175.0% | Added |
| Parallel Advisors, LLC | 1,132 | $40.0K | 0.00% | −18−1.6% | Reduced |
| Better Money Decisions, LLC | 1,121 | $40.0K | 0.03% | +1,121 | New |
| Proequities, Inc. | 1,262 | $45.0K | 0.00% | +513+68.5% | Added |
| CoreCap Advisors, LLC | 1,321 | $47.0K | 0.00% | +1,321 | New |
| Lindbrook Capital, LLC | 1,383 | $49.0K | 0.01% | +125+9.9% | Added |
| Harbour Investments, Inc. | 1,504 | $53.0K | 0.00% | +1,504 | New |
| HM Payson & Co | 1,600 | $57.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,619 | $57.0K | 0.01% | +1,619 | New |
| Nomura Asset Management Co Ltd | 1,860 | $65.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,870 | $66.0K | 0.00% | −205−9.9% | Reduced |
| North Star Investment Management Corp. | 1,968 | $70.0K | 0.01% | +2+0.1% | Added |
| Signaturefd, LLC | 1,990 | $70.0K | 0.00% | +1,523+326.1% | Added |
| Captrust Financial Advisors | 2,221 | $79.0K | 0.00% | −110−4.7% | Reduced |
| Silvant Capital Management LLC | 2,232 | $79.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,403 | $85.0K | 0.00% | −6,591−73.3% | Reduced |
| Huntington National Bank | 2,400 | $85.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,475 | $87.0K | 0.00% | −260−9.5% | Reduced |
| IFP Advisors, Inc | 3,042 | $89.0K | 0.00% | −1,041−25.5% | Reduced |
| Money Concepts Capital Corp | 2,625 | $97.0K | 0.01% | −115−4.2% | Reduced |
| TD Private Client Wealth LLC | 2,916 | $103.0K | 0.01% | −847−22.5% | Reduced |
| Venture Visionary Partners LLC | 3,500 | $123.6K | 0.01% | +3,500 | New |
| State of Wyoming | 4,588 | $162.0K | 0.10% | +4,588 | New |
| Salem Investment Counselors Inc | 4,700 | $167.0K | 0.01% | −546−10.4% | Reduced |
| Umb Bank N A | 4,782 | $169.0K | 0.00% | −16−0.3% | Reduced |
| Wilen Investment Management Corp. | 5,000 | $175.0K | 0.15% | 00.0% | Unchanged |
| Washington Trust Co | 5,315 | $188.0K | 0.01% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 5,841 | $206.0K | 0.20% | +5,841 | New |