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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 6,000 | $212.0K | 0.02% | +6,000 | New |
| Coldstream Capital Management Inc | 6,058 | $214.0K | 0.01% | +6,058 | New |
| Focus Financial Network, Inc. | 6,167 | $219.5K | 0.02% | +6,167 | New |
| Pathstone Family Office, LLC | 6,227 | $221.4K | 0.00% | +6,227 | New |
| Tocqueville Asset Management L.P. | 6,381 | $225.0K | 0.00% | −3,336−34.3% | Reduced |
| Park National Corp | 6,357 | $225.0K | 0.01% | +6,357 | New |
| Waldron Private Wealth LLC | 6,350 | $225.0K | 0.01% | +6,350 | New |
| TriaGen Wealth Management LLC | 6,660 | $235.0K | 0.17% | +6,660 | New |
| CIBC Asset Management Inc | 6,682 | $236.0K | 0.00% | +6,682 | New |
| Stokes Family Office, LLC | 6,693 | $236.0K | 0.03% | +6,693 | New |
| Balasa Dinverno & Foltz LLC | 6,743 | $238.0K | 0.01% | +6,743 | New |
| Holocene Advisors, LP | 6,904 | $244.0K | 0.00% | −134,453−95.1% | Reduced |
| Freestone Capital Holdings, LLC | 6,944 | $245.0K | 0.01% | −1,353−16.3% | Reduced |
| Inspire Advisors, LLC | 6,924 | $245.0K | 0.07% | +6,924 | New |
| First Republic Investment Management, Inc. | 6,956 | $246.0K | 0.00% | +6,956 | New |
| Diversified Trust Co | 6,961 | $246.0K | 0.01% | +6,961 | New |
| Seven Eight Capital, LP | 7,015 | $248.0K | 0.10% | −138,609−95.2% | Reduced |
| CenterBook Partners LP | 7,027 | $248.0K | 0.05% | +7,027 | New |
| Atria Wealth Solutions, Inc. | 7,041 | $250.0K | 0.01% | +7,041 | New |
| Capital Advisory Group Advisory Services, LLC | 10,572 | $251.0K | 0.15% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,102 | $251.0K | 0.00% | +7,102 | New |
| Bard Financial Services, Inc. | 7,250 | $256.0K | 0.02% | +7,250 | New |
| Dorsey & Whitney Trust CO LLC | 7,372 | $260.0K | 0.03% | +7,372 | New |
| Stephens Inc | 7,500 | $265.0K | 0.01% | +7,500 | New |
| Profund Advisors LLC | 7,543 | $266.0K | 0.02% | −2,549−25.3% | Reduced |
| Advisory Services Network, LLC | 7,519 | $266.0K | 0.01% | +7,519 | New |
| Advisor Partners LLC | 7,598 | $268.0K | 0.02% | +7,598 | New |
| OmniStar Financial Group, Inc. | 7,778 | $274.0K | 0.30% | −14,741−65.5% | Reduced |
| Eads & Heald Wealth Management | 7,905 | $279.0K | 0.15% | −255−3.1% | Reduced |
| Paloma Partners Management Co | 8,000 | $283.0K | 0.03% | −31,000−79.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $284.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 8,324 | $294.0K | 0.25% | +2,793+50.5% | Added |
| RSM US Wealth Management LLC | 8,400 | $299.0K | 0.02% | +21+0.3% | Added |
| Tradewinds, LLC. | 8,581 | $303.0K | 0.21% | +8,581 | New |
| Utah Retirement Systems | 8,700 | $307.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,772 | $310.0K | 0.01% | +8,772 | New |
| Twin Tree Management, LP | 8,911 | $315.0K | 0.01% | +8,911 | New |
| Boston Family Office LLC | 9,000 | $318.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,003 | $318.0K | 0.01% | +9,003 | New |
| Harvest Fund Management Co., Ltd | 9,086 | $321.0K | 0.09% | +4,688+106.6% | Added |
| ProShare Advisors LLC | 9,152 | $323.0K | 0.00% | −4,039−30.6% | Reduced |
| Shelton Capital Management | 9,215 | $325.0K | 0.01% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 9,350 | $330.0K | 0.12% | −68,000−87.9% | Reduced |
| Kingsview Wealth Management, LLC | 9,371 | $331.0K | 0.02% | −21,646−69.8% | Reduced |
| Fifth Third Bancorp | 9,521 | $336.0K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 9,689 | $342.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 9,796 | $346.0K | 0.03% | +9,796 | New |
| DuPont Capital Management Corp | 9,886 | $349.0K | 0.02% | +9,886 | New |
| Baird Financial Group, Inc. | 10,135 | $358.0K | 0.00% | −845−7.7% | Reduced |
| Veritable, L.P. | 10,677 | $377.0K | 0.01% | +10,677 | New |
| Allworth Financial LP | 10,876 | $384.0K | 0.01% | +16+0.1% | Added |
| Kestra Advisory Services, LLC | 10,896 | $385.0K | 0.00% | +1,866+20.7% | Added |
| CSS LLC | 11,000 | $389.0K | 0.02% | +11,000 | New |
| Merit Financial Group, LLC | 11,160 | $394.0K | 0.01% | +11,160 | New |
| Bokf, NA | 11,191 | $395.0K | 0.01% | −587−5.0% | Reduced |
| 1620 Investment Advisors, Inc. | 11,264 | $398.0K | 0.55% | +926+9.0% | Added |
| Fort, L.P. | 11,447 | $404.0K | 0.27% | −9,425−45.2% | Reduced |
| Tower Research Capital LLC (TRC) | 11,522 | $407.0K | 0.01% | +5,362+87.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $410.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 11,678 | $412.0K | 0.00% | −204−1.7% | Reduced |
| PDT Partners, LLC | 11,701 | $413.0K | 0.04% | +11,701 | New |
| Vise Technologies, Inc. | 11,990 | $423.0K | 0.16% | +11,990 | New |
| Atlas Capital Advisors LLC | 12,157 | $429.4K | 0.07% | +12,157 | New |
| One Wealth Advisors, LLC | 12,202 | $431.0K | 0.12% | +552+4.7% | Added |
| Pictet Asset Management SA | 12,462 | $440.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,734 | $450.0K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 13,088 | $462.0K | 0.08% | −1,991−13.2% | Reduced |
| Mackenzie Financial Corp | 13,117 | $463.0K | 0.00% | +13,117 | New |
| Two Sigma Securities, LLC | 13,246 | $468.0K | 0.08% | +13,246 | New |
| Bartlett & Co. Wealth Management LLC | 13,200 | $469.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13,200 | $470.0K | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 13,933 | $492.0K | 0.01% | +3,937+39.4% | Added |
| Commonwealth Equity Services, LLC | 14,111 | $498.0K | 0.00% | −33,368−70.3% | Reduced |
| Natixis Advisors, L.P. | 14,154 | $500.0K | 0.00% | +14,154 | New |
| Verition Fund Management LLC | 14,437 | $510.0K | 0.01% | +14,437 | New |
| Gladius Capital Management LP | 14,451 | $511.0K | 0.11% | +14,451 | New |
| Chicago Trust Co NA | 14,500 | $512.0K | 0.13% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 14,549 | $514.0K | 0.01% | −214−1.4% | Reduced |
| LMR Partners LLP | 14,713 | $520.0K | 0.01% | +14,713 | New |
| Legacy Bridge, LLC | 14,785 | $522.0K | 0.39% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 14,805 | $523.0K | 0.16% | +14,805 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,907 | $527.0K | 0.00% | +14,907 | New |
| RBF Capital, LLC | 15,000 | $530.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 15,193 | $537.0K | 0.11% | 00.0% | Unchanged |
| Prudential Financial Inc | 15,909 | $550.0K | 0.00% | +3,400+27.2% | Added |
| MML Investors Services, LLC | 15,712 | $555.0K | 0.00% | −980−5.9% | Reduced |
| The PNC Financial Services Group, Inc. | 15,709 | $556.0K | 0.00% | −92−0.6% | Reduced |
| DekaBank Deutsche Girozentrale | 16,789 | $571.0K | 0.00% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 16,313 | $576.2K | 0.27% | +963+6.3% | Added |
| Rockland Trust Co | 16,666 | $589.0K | 0.04% | 00.0% | Unchanged |
| Scotia Capital Inc. | 17,130 | $605.0K | 0.00% | +41+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,439 | $616.0K | 0.00% | −99−0.6% | Reduced |
| United Services Automobile Association | 17,602 | $622.0K | 0.02% | +17,602 | New |
| New York Life Investment Management LLC | 17,909 | $633.0K | 0.01% | +17,909 | New |
| NJ State Employees Deferred Compensation Plan | 18,000 | $636.0K | 0.10% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 18,000 | $636.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 18,818 | $665.0K | 0.04% | +18,818 | New |
| Handelsbanken Fonder AB | 19,600 | $692.0K | 0.00% | −400−2.0% | Reduced |
| US Bancorp | 19,895 | $702.0K | 0.00% | −2,215−10.0% | Reduced |
| Hodges Capital Management Inc. | 20,000 | $706.0K | 0.07% | −24,925−55.5% | Reduced |