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.
Q3 2022 vs. Q2 2022
How the institutions holding H&R Block Inc changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 437 | 6 | 461 | +30 |
| Shares | 138.9M | 213.3K | 138.0M | −676.5K (−0.5%) |
| Value | $4.93B | $7.53M | $5.87B | +$945.2M (+19.2%) |
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (75)
Institutions that held H&R Block Inc at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (45)
Institutions that held H&R Block Inc at the end of Q2 2022 and filed for Q3 2022 without it.
Not filed for Q3 2022 yet (6)
Institutions that held H&R Block Inc at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Dorsey Wright & Associates | 177,884 | $6.28M |
| Intersect Capital LLC | 21,408 | $756.0K |
| Advisor Partners LLC | 7,598 | $268.0K |
| Coldstream Capital Management Inc | 6,058 | $214.0K |
| Cordasco Financial Network | 325 | $11.0K |
| Private Capital Group, LLC | 4 | $0 |