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, 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 |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 9,212 | $392.0K | 0.11% | +2,288+33.0% | Added |
| ProShare Advisors LLC | 9,053 | $386.0K | 0.00% | −99−1.1% | Reduced |
| Harvest Fund Management Co., Ltd | 9,009 | $383.0K | 0.11% | −77−0.8% | Reduced |
| Boston Family Office LLC | 9,000 | $382.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,959 | $380.0K | 0.01% | +1,440+19.2% | Added |
| Tradewinds, LLC. | 8,581 | $365.0K | 0.27% | 00.0% | Unchanged |
| 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 |
| RSM US Wealth Management LLC | 8,379 | $359.0K | 0.02% | −21−0.3% | Reduced |
| Shelton Capital Management | 8,393 | $357.0K | 0.02% | −822−8.9% | Reduced |
| EMC Capital Management | 8,324 | $354.0K | 0.33% | 00.0% | Unchanged |
| NinePointTwo Capital | 8,242 | $350.0K | 0.14% | +8,242 | New |
| Atria Wealth Solutions, Inc. | 8,153 | $349.2K | 0.01% | +1,112+15.8% | Added |
| Integrated Wealth Concepts LLC | 8,214 | $349.0K | 0.01% | +8,214 | New |
| Bayesian Capital Management, LP | 8,100 | $345.0K | 0.07% | −15,000−64.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $342.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,022 | $341.0K | 0.01% | −3,500−30.4% | Reduced |
| Hodges Capital Management Inc. | 8,000 | $340.0K | 0.06% | −12,000−60.0% | Reduced |
| Advisor Partners II, LLC | 7,886 | $335.0K | 0.03% | +7,886 | New |
| Stokes Family Office, LLC | 7,723 | $329.0K | 0.05% | +1,030+15.4% | Added |
| Alpha Omega Wealth Management LLC | 7,493 | $319.0K | 0.06% | −5,595−42.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,372 | $313.0K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 7,250 | $308.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,041 | $300.0K | 0.02% | −502−6.7% | Reduced |
| Captrust Financial Advisors | 6,941 | $295.0K | 0.00% | +4,720+212.5% | Added |
| TriaGen Wealth Management LLC | 6,710 | $285.0K | 0.16% | +50+0.8% | Added |
| CIBC Asset Management Inc | 6,682 | $284.0K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 6,571 | $280.0K | 0.05% | −456−6.5% | Reduced |
| Waldron Private Wealth LLC | 6,528 | $279.0K | 0.02% | +178+2.8% | Added |
| Freestone Capital Holdings, LLC | 6,541 | $278.0K | 0.01% | −403−5.8% | Reduced |
| Woodmont Investment Counsel LLC | 6,500 | $277.0K | 0.03% | +6,500 | New |
| DuPont Capital Management Corp | 6,491 | $276.0K | 0.02% | −3,395−34.3% | Reduced |
| CIBC World Markets Inc. | 6,422 | $273.0K | 0.00% | −680−9.6% | Reduced |
| Park National Corp | 6,357 | $270.0K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 6,213 | $266.1K | 0.02% | +46+0.7% | 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 |
| Kaizen Financial Strategies | 5,877 | $250.0K | 0.25% | +36+0.6% | Added |
| Tocqueville Asset Management L.P. | 5,732 | $244.0K | 0.00% | −649−10.2% | Reduced |
| Capula Management Ltd | 5,680 | $242.0K | 0.03% | +5,680 | New |
| First Republic Investment Management, Inc. | 5,643 | $240.0K | 0.00% | −1,313−18.9% | Reduced |
| Arnhold LLC | 5,600 | $238.0K | 0.03% | +5,600 | New |
| Vestcor Inc | 5,349 | $228.0K | 0.01% | +5,349 | 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 |
| JustInvest LLC | 5,100 | $217.0K | 0.01% | +5,100 | New |
| TCM Advisors, LLC | – | $217.0K | 0.24% | – | 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 |
| 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 |
| Alterna Wealth Management, Inc | 4,912 | $209.0K | 0.25% | +4,912 | New |
| Advisory Research Inc | 4,839 | $206.0K | 0.02% | −26,092−84.4% | Reduced |
| 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 |
| Guyasuta Investment Advisors Inc | 4,800 | $204.0K | 0.02% | +4,800 | New |
| Measured Wealth Private Client Group, LLC | 4,762 | $203.0K | 0.09% | +4,762 | New |
| 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 |
| IFP Advisors, Inc | 6,096 | $197.0K | 0.01% | +3,054+100.4% | Added |
| Umb Bank N A | 4,405 | $187.0K | 0.00% | −377−7.9% | Reduced |
| State of Wyoming | 4,167 | $177.0K | 0.09% | −421−9.2% | Reduced |
| Salem Investment Counselors Inc | 3,500 | $150.0K | 0.01% | −1,200−25.5% | Reduced |
| Centaurus Financial, Inc. | 3,362 | $143.0K | 0.01% | +3,362 | New |
| Bessemer Group Inc | 3,039 | $128.0K | 0.00% | +636+26.5% | Added |
| TD Private Client Wealth LLC | 2,479 | $105.5K | 0.01% | −437−15.0% | Reduced |
| De Burlo Group Inc | 2,400 | $102.1K | 0.02% | +2,400 | New |
| Huntington National Bank | 2,400 | $102.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,303 | $98.0K | 0.03% | +2,303 | New |
| Silvant Capital Management LLC | 2,232 | $96.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Cutler Group LP | 1,923 | $81.0K | 0.01% | +1,416+279.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,870 | $79.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,619 | $69.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,433 | $61.0K | 0.00% | +682+90.8% | Added |
| Parallel Advisors, LLC | 1,405 | $60.0K | 0.00% | +273+24.1% | Added |
| Lindbrook Capital, LLC | 1,389 | $59.0K | 0.01% | +6+0.4% | Added |
| Harbour Investments, Inc. | 1,504 | $53.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,195 | $50.8K | 0.00% | +1,195 | New |
| Proequities, Inc. | 1,126 | $48.0K | 0.00% | −136−10.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,100 | $47.0K | 0.00% | −21,675−95.2% | Reduced |
| Corsicana & Co. | 1,050 | $45.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Belmont Capital, LLC | 878 | $37.0K | 0.04% | +878 | New |
| Absolute Capital Management, LLC | 848 | $36.8K | 0.05% | +848 | New |
| American Portfolios Advisors | 858 | $36.5K | 0.00% | +96+12.6% | Added |
| Hanseatic Management Services Inc | 839 | $36.0K | 0.10% | +839 | New |
| Archer Investment Corp | 800 | $34.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 800 | $34.0K | 0.01% | −300−27.3% | Reduced |
| Valley National Advisers Inc | 800 | $33.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 676 | $29.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $26.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $24.0K | 0.00% | 00.0% | Unchanged |