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, Q3 2022
Institutional positions in H&R Block Inc as of Sep 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
- 461
- +30 vs. Q2 2022
- Shares held
- 138.0M
- −676.5K (−0.5%) vs. Q2 2022
- Total value
- $5.87B
- +$945.2M (+19.2%) vs. Q2 2022
- New holders
- 75
- 131 more added
- Sold out
- 45
- 177 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 7,060 | $0 | 0.00% | +7,060 | New |
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | +9 | New |
| Sutton Wealth Advisors Inc. | 19 | $808 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 32 | $1.00K | 0.00% | +2+6.7% | Added |
| First Horizon Advisors, Inc. | 25 | $1.00K | 0.00% | +18+257.1% | Added |
| Versant Capital Management, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 16 | $1.00K | 0.00% | +16 | New |
| Howe & Rusling Inc | 19 | $1.00K | 0.00% | +19 | New |
| EverSource Wealth Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Estabrook Capital Management | 40 | $1.70K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 59,164 | $3.00K | 0.00% | +28,169+90.9% | Added |
| McIlrath & Eck, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 75 | $3.00K | 0.00% | +75 | New |
| Farmers & Merchants Investments Inc | 66 | $3.00K | 0.00% | +66 | New |
| Community Bank, N.A. | 59 | $3.00K | 0.00% | +59 | New |
| Loomis Sayles & Co L P | 85 | $4.00K | 0.00% | −30−26.1% | Reduced |
| Professional Financial Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 90 | $4.00K | 0.00% | +27+42.9% | Added |
| Aua Capital Management, LLC | 126 | $5.00K | 0.00% | −31−19.7% | Reduced |
| Accel Wealth Management | 126 | $5.00K | 0.00% | +1+0.8% | Added |
| Earnest Partners LLC | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 113 | $5.00K | 0.00% | +26+29.9% | Added |
| Bell Investment Advisors, Inc | 108 | $5.00K | 0.00% | +9+9.1% | Added |
| Capital Analysts, LLC | 106 | $5.00K | 0.00% | +106 | New |
| Global Retirement Partners, LLC | 144 | $6.00K | 0.00% | −48−25.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 132 | $6.00K | 0.00% | −27−17.0% | Reduced |
| Investors Asset Management of Georgia Inc | 152 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 140 | $6.00K | 0.00% | −2−1.4% | Reduced |
| Abound Wealth Management | 150 | $6.38K | 0.00% | +150 | New |
| Parkside Financial Bank & Trust | 151 | $7.00K | 0.00% | −477−76.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 167 | $7.00K | 0.00% | −122−42.2% | Reduced |
| Rockefeller Capital Management L.P. | 192 | $7.00K | 0.00% | −75−28.1% | Reduced |
| Cowa, LLC | 165 | $7.00K | 0.00% | +165 | New |
| Steward Partners Investment Advisory, LLC | 193 | $8.00K | 0.00% | −150−43.7% | Reduced |
| Stonebridge Capital Advisors LLC | 216 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 219 | $9.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 214 | $9.00K | 0.01% | +2+0.9% | Added |
| Covington Capital Management | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 201 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 241 | $10.0K | 0.00% | +112+86.8% | Added |
| Zions Bancorporation, N.A. | 252 | $11.0K | 0.00% | −273−52.0% | Reduced |
| Covestor Ltd | 254 | $11.0K | 0.01% | −158−38.3% | Reduced |
| WR Wealth Planners, LLC | 278 | $11.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $12.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 348 | $15.0K | 0.00% | +2+0.6% | Added |
| TCI Wealth Advisors, Inc. | 359 | $15.0K | 0.00% | +183+104.0% | Added |
| Hudock, Inc. | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 406 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 414 | $18.0K | 0.00% | −50−10.8% | Reduced |
| Signaturefd, LLC | 486 | $21.0K | 0.00% | −1,504−75.6% | Reduced |
| Central Trust Co | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 502 | $21.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $24.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $26.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 676 | $29.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $33.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 800 | $34.0K | 0.01% | −300−27.3% | Reduced |
| Archer Investment Corp | 800 | $34.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 839 | $36.0K | 0.10% | +839 | New |
| American Portfolios Advisors | 858 | $36.5K | 0.00% | +96+12.6% | Added |
| Absolute Capital Management, LLC | 848 | $36.8K | 0.05% | +848 | New |
| Belmont Capital, LLC | 878 | $37.0K | 0.04% | +878 | New |
| Newbridge Financial Services Group, Inc. | 963 | $41.0K | 0.02% | +4+0.4% | Added |
| Ronald Blue Trust, Inc. | 1,169 | $41.0K | 0.00% | +294+33.6% | Added |
| Quadrant Capital Group LLC | 955 | $41.0K | 0.01% | +346+56.8% | Added |
| Bogart Wealth, LLC | 1,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,000 | $43.0K | 0.00% | +1,000 | New |
| Corsicana & Co. | 1,050 | $45.0K | 0.04% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,100 | $47.0K | 0.00% | −21,675−95.2% | Reduced |
| Proequities, Inc. | 1,126 | $48.0K | 0.00% | −136−10.8% | Reduced |
| Leonteq Securities AG | 1,195 | $50.8K | 0.00% | +1,195 | New |
| Harbour Investments, Inc. | 1,504 | $53.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,389 | $59.0K | 0.01% | +6+0.4% | Added |
| Parallel Advisors, LLC | 1,405 | $60.0K | 0.00% | +273+24.1% | Added |
| CWM, LLC | 1,433 | $61.0K | 0.00% | +682+90.8% | Added |
| Private Trust Co NA | 1,619 | $69.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,870 | $79.5K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,923 | $81.0K | 0.01% | +1,416+279.3% | Added |
| North Star Investment Management Corp. | 1,969 | $84.0K | 0.01% | +1+0.1% | Added |
| Wipfli Financial Advisors LLC, | 1,981 | $84.0K | 0.01% | +1,981 | New |
| Money Concepts Capital Corp | 2,075 | $88.0K | 0.01% | −550−21.0% | Reduced |
| Ellevest, Inc. | 2,064 | $88.0K | 0.01% | +963+87.5% | Added |
| Silvant Capital Management LLC | 2,232 | $96.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,303 | $98.0K | 0.03% | +2,303 | New |
| Huntington National Bank | 2,400 | $102.0K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 2,400 | $102.1K | 0.02% | +2,400 | New |
| TD Private Client Wealth LLC | 2,479 | $105.5K | 0.01% | −437−15.0% | Reduced |
| Bessemer Group Inc | 3,039 | $128.0K | 0.00% | +636+26.5% | Added |
| Centaurus Financial, Inc. | 3,362 | $143.0K | 0.01% | +3,362 | New |
| Salem Investment Counselors Inc | 3,500 | $150.0K | 0.01% | −1,200−25.5% | Reduced |
| State of Wyoming | 4,167 | $177.0K | 0.09% | −421−9.2% | Reduced |