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, 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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 8,772 | $310.0K | 0.01% | +8,772 | New |
| Utah Retirement Systems | 8,700 | $307.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds, LLC. | 8,581 | $303.0K | 0.21% | +8,581 | New |
| RSM US Wealth Management LLC | 8,400 | $299.0K | 0.02% | +21+0.3% | Added |
| EMC Capital Management | 8,324 | $294.0K | 0.25% | +2,793+50.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $284.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 8,000 | $283.0K | 0.03% | −31,000−79.5% | Reduced |
| Eads & Heald Wealth Management | 7,905 | $279.0K | 0.15% | −255−3.1% | Reduced |
| OmniStar Financial Group, Inc. | 7,778 | $274.0K | 0.30% | −14,741−65.5% | Reduced |
| Advisor Partners LLC | 7,598 | $268.0K | 0.02% | +7,598 | 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 |
| Stephens Inc | 7,500 | $265.0K | 0.01% | +7,500 | New |
| Dorsey & Whitney Trust CO LLC | 7,372 | $260.0K | 0.03% | +7,372 | New |
| Bard Financial Services, Inc. | 7,250 | $256.0K | 0.02% | +7,250 | 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 |
| Atria Wealth Solutions, Inc. | 7,041 | $250.0K | 0.01% | +7,041 | 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 |
| 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 |
| 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 |
| Holocene Advisors, LP | 6,904 | $244.0K | 0.00% | −134,453−95.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 6,743 | $238.0K | 0.01% | +6,743 | 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 |
| TriaGen Wealth Management LLC | 6,660 | $235.0K | 0.17% | +6,660 | 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 |
| Pathstone Family Office, LLC | 6,227 | $221.4K | 0.00% | +6,227 | New |
| Focus Financial Network, Inc. | 6,167 | $219.5K | 0.02% | +6,167 | New |
| Coldstream Capital Management Inc | 6,058 | $214.0K | 0.01% | +6,058 | New |
| Flagship Harbor Advisors, LLC | 6,000 | $212.0K | 0.02% | +6,000 | New |
| Kaizen Financial Strategies | 5,841 | $206.0K | 0.20% | +5,841 | New |
| Washington Trust Co | 5,315 | $188.0K | 0.01% | 00.0% | Unchanged |
| Wilen Investment Management Corp. | 5,000 | $175.0K | 0.15% | 00.0% | Unchanged |
| Umb Bank N A | 4,782 | $169.0K | 0.00% | −16−0.3% | Reduced |
| Salem Investment Counselors Inc | 4,700 | $167.0K | 0.01% | −546−10.4% | Reduced |
| State of Wyoming | 4,588 | $162.0K | 0.10% | +4,588 | New |
| Venture Visionary Partners LLC | 3,500 | $123.6K | 0.01% | +3,500 | New |
| TD Private Client Wealth LLC | 2,916 | $103.0K | 0.01% | −847−22.5% | Reduced |
| Money Concepts Capital Corp | 2,625 | $97.0K | 0.01% | −115−4.2% | Reduced |
| IFP Advisors, Inc | 3,042 | $89.0K | 0.00% | −1,041−25.5% | Reduced |
| Prospera Financial Services Inc | 2,475 | $87.0K | 0.00% | −260−9.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 1,870 | $66.0K | 0.00% | −205−9.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,860 | $65.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 1,504 | $53.0K | 0.00% | +1,504 | New |
| Lindbrook Capital, LLC | 1,383 | $49.0K | 0.01% | +125+9.9% | Added |
| CoreCap Advisors, LLC | 1,321 | $47.0K | 0.00% | +1,321 | New |
| Proequities, Inc. | 1,262 | $45.0K | 0.00% | +513+68.5% | 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 |
| 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 |
| Corsicana & Co. | 1,050 | $37.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 959 | $34.0K | 0.02% | −791−45.2% | 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 |
| Archer Investment Corp | 800 | $28.3K | 0.01% | −22,000−96.5% | Reduced |
| CWM, LLC | 751 | $27.0K | 0.00% | +599+394.1% | Added |
| American Portfolios Advisors | 762 | $26.9K | 0.00% | +762 | New |
| NVWM, LLC | 676 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 875 | $23.0K | 0.00% | +875 | 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 |
| PrairieView Partners, LLC | 608 | $21.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 618 | $21.0K | 0.01% | +618 | New |
| Atwood & Palmer Inc | 570 | $20.0K | 0.00% | −177−23.7% | Reduced |
| Zions Bancorporation, N.A. | 525 | $19.0K | 0.00% | −190−26.6% | Reduced |
| Central Trust Co | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 502 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 507 | $17.0K | 0.00% | +507 | New |
| Tradition Wealth Management, LLC | 464 | $16.0K | 0.00% | −400−46.3% | Reduced |
| Covestor Ltd | 412 | $15.0K | 0.01% | −3,466−89.4% | Reduced |
| Lowe Wealth Advisors, LLC | 406 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 400 | $14.0K | 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 |
| Cordasco Financial Network | 325 | $11.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 300 | $11.0K | 0.00% | 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 |
| WR Wealth Planners, LLC | 278 | $9.82K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 267 | $9.00K | 0.00% | +30+12.7% | Added |
| 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 |