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 |
|---|---|---|---|---|---|
| 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 |
| Tradition Wealth Management, LLC | 414 | $18.0K | 0.00% | −50−10.8% | Reduced |
| Hudock, Inc. | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 406 | $17.0K | 0.01% | 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 |
| FourThought Financial, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $12.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 278 | $11.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 252 | $11.0K | 0.00% | −273−52.0% | Reduced |
| Covestor Ltd | 254 | $11.0K | 0.01% | −158−38.3% | Reduced |
| Cambridge Trust Co | 241 | $10.0K | 0.00% | +112+86.8% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 193 | $8.00K | 0.00% | −150−43.7% | Reduced |
| 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 |
| Abound Wealth Management | 150 | $6.38K | 0.00% | +150 | 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 |
| 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 |
| 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 |
| 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 |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $1.70K | 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 |
| Sutton Wealth Advisors Inc. | 19 | $808 | 0.00% | 00.0% | Unchanged |
| 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 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −698,824−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −615,179−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −274,730−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −181,841−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −154,500−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −150,468−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −120,715−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −83,775−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −81,473−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −70,611−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −70,123−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −56,808−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −36,544−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −32,349−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −30,664−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −27,391−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −21,976−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −21,579−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −18,818−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −17,130−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −14,907−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −14,451−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,246−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −12,734−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −11,701−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −11,447−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −7,905−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −6,961−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −150−100.0% | Sold out |