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 |
|---|---|---|---|---|---|
| Umb Bank N A | 4,405 | $187.0K | 0.00% | −377−7.9% | Reduced |
| IFP Advisors, Inc | 6,096 | $197.0K | 0.01% | +3,054+100.4% | Added |
| Resources Investment Advisors, LLC. | 4,719 | $201.0K | 0.01% | +4,719 | New |
| Westshore Wealth, LLC | 4,730 | $201.0K | 0.14% | +4,730 | New |
| Measured Wealth Private Client Group, LLC | 4,762 | $203.0K | 0.09% | +4,762 | New |
| Guyasuta Investment Advisors Inc | 4,800 | $204.0K | 0.02% | +4,800 | New |
| Intrust Bank NA | 4,817 | $205.0K | 0.03% | +4,817 | New |
| Hightower 6M Holding, LLC | 4,809 | $205.0K | 0.02% | +4,809 | New |
| Advisory Research Inc | 4,839 | $206.0K | 0.02% | −26,092−84.4% | Reduced |
| Alterna Wealth Management, Inc | 4,912 | $209.0K | 0.25% | +4,912 | New |
| Wilen Investment Management Corp. | 5,000 | $210.0K | 0.21% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,927 | $210.0K | 0.02% | +4,927 | New |
| LBMC Investment Advisors, LLC | 5,000 | $213.0K | 0.02% | +5,000 | New |
| Affinity Capital Advisors, LLC | 5,000 | $213.0K | 0.07% | +5,000 | New |
| JustInvest LLC | 5,100 | $217.0K | 0.01% | +5,100 | New |
| TCM Advisors, LLC | – | $217.0K | 0.24% | – | New |
| Cairn Investment Group, Inc. | 5,310 | $226.0K | 0.19% | −34,660−86.7% | Reduced |
| Washington Trust Co | 5,315 | $226.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 5,349 | $228.0K | 0.01% | +5,349 | New |
| Arnhold LLC | 5,600 | $238.0K | 0.03% | +5,600 | New |
| First Republic Investment Management, Inc. | 5,643 | $240.0K | 0.00% | −1,313−18.9% | Reduced |
| Capula Management Ltd | 5,680 | $242.0K | 0.03% | +5,680 | New |
| Tocqueville Asset Management L.P. | 5,732 | $244.0K | 0.00% | −649−10.2% | Reduced |
| Kaizen Financial Strategies | 5,877 | $250.0K | 0.25% | +36+0.6% | Added |
| Stephens Inc | 6,000 | $255.0K | 0.01% | −1,500−20.0% | Reduced |
| Flagship Harbor Advisors, LLC | 6,000 | $255.0K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 6,213 | $266.1K | 0.02% | +46+0.7% | Added |
| Park National Corp | 6,357 | $270.0K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 6,422 | $273.0K | 0.00% | −680−9.6% | Reduced |
| DuPont Capital Management Corp | 6,491 | $276.0K | 0.02% | −3,395−34.3% | Reduced |
| Woodmont Investment Counsel LLC | 6,500 | $277.0K | 0.03% | +6,500 | New |
| Freestone Capital Holdings, LLC | 6,541 | $278.0K | 0.01% | −403−5.8% | Reduced |
| Waldron Private Wealth LLC | 6,528 | $279.0K | 0.02% | +178+2.8% | Added |
| CenterBook Partners LP | 6,571 | $280.0K | 0.05% | −456−6.5% | Reduced |
| CIBC Asset Management Inc | 6,682 | $284.0K | 0.00% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 6,710 | $285.0K | 0.16% | +50+0.8% | Added |
| Captrust Financial Advisors | 6,941 | $295.0K | 0.00% | +4,720+212.5% | Added |
| Profund Advisors LLC | 7,041 | $300.0K | 0.02% | −502−6.7% | Reduced |
| Bard Financial Services, Inc. | 7,250 | $308.0K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,372 | $313.0K | 0.03% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 7,493 | $319.0K | 0.06% | −5,595−42.7% | Reduced |
| Stokes Family Office, LLC | 7,723 | $329.0K | 0.05% | +1,030+15.4% | Added |
| Advisor Partners II, LLC | 7,886 | $335.0K | 0.03% | +7,886 | New |
| Hodges Capital Management Inc. | 8,000 | $340.0K | 0.06% | −12,000−60.0% | Reduced |
| Tower Research Capital LLC (TRC) | 8,022 | $341.0K | 0.01% | −3,500−30.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $342.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 8,100 | $345.0K | 0.07% | −15,000−64.9% | Reduced |
| Integrated Wealth Concepts LLC | 8,214 | $349.0K | 0.01% | +8,214 | New |
| Atria Wealth Solutions, Inc. | 8,153 | $349.2K | 0.01% | +1,112+15.8% | Added |
| NinePointTwo Capital | 8,242 | $350.0K | 0.14% | +8,242 | New |
| EMC Capital Management | 8,324 | $354.0K | 0.33% | 00.0% | Unchanged |
| Shelton Capital Management | 8,393 | $357.0K | 0.02% | −822−8.9% | Reduced |
| RSM US Wealth Management LLC | 8,379 | $359.0K | 0.02% | −21−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 8,500 | $362.0K | 0.00% | −14,000−62.2% | Reduced |
| Utah Retirement Systems | 8,500 | $362.0K | 0.01% | −200−2.3% | Reduced |
| Tradewinds, LLC. | 8,581 | $365.0K | 0.27% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,959 | $380.0K | 0.01% | +1,440+19.2% | Added |
| Boston Family Office LLC | 9,000 | $382.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 9,009 | $383.0K | 0.11% | −77−0.8% | Reduced |
| ProShare Advisors LLC | 9,053 | $386.0K | 0.00% | −99−1.1% | Reduced |
| Inspire Advisors, LLC | 9,212 | $392.0K | 0.11% | +2,288+33.0% | Added |
| One Wealth Advisors, LLC | 9,522 | $405.0K | 0.13% | −2,680−22.0% | Reduced |
| Fifth Third Bancorp | 9,567 | $407.0K | 0.00% | +46+0.5% | Added |
| Gsa Capital Partners LLP | 9,849 | $419.0K | 0.06% | +9,849 | New |
| Baird Financial Group, Inc. | 9,878 | $421.0K | 0.00% | −257−2.5% | Reduced |
| Ethic Inc. | 9,885 | $421.0K | 0.03% | +9,885 | New |
| Vise Technologies, Inc. | 9,962 | $424.0K | 0.16% | −2,028−16.9% | Reduced |
| Burns Matteson Capital Management, LLC | 9,982 | $424.6K | 0.31% | +9,982 | New |
| Pinkerton Retirement Specialists, LLC | 10,052 | $428.0K | 0.16% | +10,052 | New |
| Seven Eight Capital, LP | 10,157 | $432.0K | 0.09% | +3,142+44.8% | Added |
| 1620 Investment Advisors, Inc. | 10,211 | $434.0K | 0.64% | −1,053−9.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,250 | $436.0K | 0.30% | −322−3.0% | Reduced |
| Pathstone Family Office, LLC | 10,220 | $436.0K | 0.01% | +3,993+64.1% | Added |
| Simplex Trading, LLC | 10,328 | $439.0K | 0.02% | −13,687−57.0% | Reduced |
| Veritable, L.P. | 10,342 | $440.0K | 0.01% | −335−3.1% | Reduced |
| AdvisorShares Investments LLC | 10,592 | $451.0K | 0.12% | +10,592 | New |
| Kestra Advisory Services, LLC | 10,807 | $460.0K | 0.00% | −89−0.8% | Reduced |
| Globeflex Capital L P | 11,046 | $470.0K | 0.08% | +11,046 | New |
| Merit Financial Group, LLC | 11,242 | $478.0K | 0.02% | +82+0.7% | Added |
| Argent Trust Co | 11,405 | $485.0K | 0.04% | −10,843−48.7% | Reduced |
| Neuberger Berman Group LLC | 11,585 | $493.0K | 0.00% | −21,981−65.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $493.0K | 0.06% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 11,630 | $494.0K | 0.59% | +3,852+49.5% | Added |
| Brown Advisory Inc | 11,678 | $497.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11,764 | $501.0K | 0.01% | +573+5.1% | Added |
| CSS LLC | 12,000 | $510.0K | 0.03% | +1,000+9.1% | Added |
| Pictet Asset Management SA | 12,462 | $530.0K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 12,554 | $534.0K | 0.02% | +2,865+29.6% | Added |
| Jennison Associates LLC | 12,563 | $534.0K | 0.00% | +12,563 | New |
| Y-Intercept (Hong Kong) Ltd | 12,944 | $550.6K | 0.06% | +12,944 | New |
| Atlas Capital Advisors LLC | 13,140 | $559.0K | 0.10% | +983+8.1% | Added |
| Bartlett & Co. LLC | 13,200 | $565.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,200 | $565.4K | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 13,432 | $571.0K | 0.00% | +6,528+94.6% | Added |
| Schonfeld Strategic Advisors LLC | 13,600 | $578.0K | 0.00% | −42,500−75.8% | Reduced |
| Strategy Asset Managers LLC | 13,852 | $589.0K | 0.16% | −953−6.4% | Reduced |
| Illinois Municipal Retirement Fund | 14,246 | $606.0K | 0.01% | +14,246 | New |
| Dynamic Technology Lab Private Ltd | 14,358 | $611.0K | 0.06% | −11,884−45.3% | Reduced |
| Chicago Trust Co NA | 14,500 | $617.0K | 0.16% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 14,549 | $619.0K | 0.02% | 00.0% | Unchanged |