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, Q4 2022
Institutional positions in H&R Block Inc as of Dec 31, 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
- 455
- +8 vs. Q3 2022
- Shares held
- 143.5M
- +5.78M (+4.2%) vs. Q3 2022
- Total value
- $5.24B
- −$617.6M (−10.5%) vs. Q3 2022
- New holders
- 70
- 149 more added
- Sold out
- 62
- 156 more reduced
14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bellwether Advisors, LLC | 1 | $36 | 0.00% | +1 | New |
| Glassman Wealth Services | 7 | $256 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8 | $292 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 9 | $329 | 0.00% | +9 | New |
| Carmichael Hill & Associates, Inc. | 10 | $370 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $438 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 14 | $511 | 0.00% | +14 | New |
| Truvestments Capital LLC | 17 | $621 | 0.00% | +17 | New |
| Sutton Wealth Advisors Inc. | 19 | $694 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $730 | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 21 | $767 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $773 | 0.00% | +21 | New |
| Gradient Investments LLC | 23 | $840 | 0.00% | +23 | New |
| First Horizon Advisors, Inc. | 25 | $913 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 25 | $913 | 0.00% | +25 | New |
| Coppell Advisory Solutions Corp. | 25 | $913 | 0.00% | +25 | New |
| TD Ameritrade Investment Management, LLC | 18 | $1.00K | 0.00% | −114−86.4% | Reduced |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 31 | $1.13K | 0.00% | +31 | New |
| Disciplined Investments, LLC | 32 | $1.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $1.21K | 0.00% | +16+94.1% | Added |
| FIL Ltd | 35 | $1.28K | 0.00% | +19+118.8% | Added |
| Estabrook Capital Management | 40 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 50 | $1.83K | 0.00% | +50 | New |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 59 | $2.00K | 0.00% | +59 | New |
| Farther Finance Advisors, LLC | 55 | $2.01K | 0.00% | +55 | New |
| McIlrath & Eck, LLC | 60 | $2.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 66 | $2.41K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 67 | $2.45K | 0.00% | −152−69.4% | Reduced |
| Annapolis Financial Services, LLC | 86 | $3.14K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 88 | $3.21K | 0.00% | −2−2.2% | Reduced |
| Bell Investment Advisors, Inc | 97 | $3.54K | 0.00% | −11−10.2% | Reduced |
| Massmutual Trust Co FSB | 117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 113 | $4.13K | 0.00% | +113 | New |
| Earnest Partners LLC | 119 | $4.34K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 121 | $4.42K | 0.00% | −5−4.0% | Reduced |
| Accel Wealth Management | 126 | $4.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 130 | $4.75K | 0.00% | −10−7.1% | Reduced |
| Hexagon Capital Partners LLC | 136 | $4.96K | 0.00% | +23+20.4% | Added |
| Cambridge Trust Co | 129 | $5.00K | 0.00% | −112−46.5% | Reduced |
| Abound Wealth Management | 150 | $5.48K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 150 | $5.48K | 0.00% | +75+100.0% | Added |
| Lee Financial Co | 154 | $5.62K | 0.00% | +41+36.3% | Added |
| Meeder Asset Management Inc | 180 | $6.57K | 0.00% | −29,672−99.4% | Reduced |
| ClariVest Asset Management LLC | 201 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 193 | $7.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 194 | $7.08K | 0.00% | +27+16.2% | Added |
| Stonebridge Capital Advisors LLC | 216 | $7.89K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 216 | $8.00K | 0.00% | +2+0.9% | Added |
| Piershale Financial Group, Inc. | 227 | $8.29K | 0.01% | +227 | New |
| Rockefeller Capital Management L.P. | 252 | $9.00K | 0.00% | +60+31.3% | Added |
| TCI Wealth Advisors, Inc. | 269 | $9.82K | 0.00% | −90−25.1% | Reduced |
| WR Wealth Planners, LLC | 278 | $10.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 351 | $12.8K | 0.00% | +3+0.9% | Added |
| Lowe Wealth Advisors, LLC | 406 | $14.8K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 414 | $15.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 398 | $15.0K | 0.00% | +313+368.2% | Added |
| Parkside Financial Bank & Trust | 454 | $16.6K | 0.00% | +303+200.7% | Added |
| Cutler Group LP | 513 | $18.0K | 0.00% | −1,410−73.3% | Reduced |
| Endurance Wealth Management, Inc. | 502 | $18.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $18.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 533 | $19.5K | 0.01% | −430−44.7% | Reduced |
| Global Retirement Partners, LLC | 543 | $19.8K | 0.00% | +399+277.1% | Added |
| Atwood & Palmer Inc | 570 | $20.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 593 | $21.7K | 0.00% | +593 | New |
| PrairieView Partners, LLC | 608 | $22.0K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 622 | $22.7K | 0.01% | +622 | New |
| NVWM, LLC | 676 | $24.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 800 | $29.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 814 | $29.7K | 0.00% | −141−14.8% | Reduced |
| Valley National Advisers Inc | 800 | $30.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 839 | $31.0K | 0.08% | 00.0% | Unchanged |
| Belmont Capital, LLC | 878 | $32.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,073 | $39.2K | 0.00% | −332−23.6% | Reduced |
| Harbour Investments, Inc. | 1,238 | $45.2K | 0.00% | −266−17.7% | Reduced |
| CWM, LLC | 1,333 | $49.0K | 0.00% | −100−7.0% | Reduced |
| Leonteq Securities AG | 1,345 | $49.1K | 0.00% | +150+12.6% | Added |
| Dark Forest Capital Management LP | 1,356 | $49.5K | 0.01% | +1,356 | New |
| Lindbrook Capital, LLC | 1,389 | $50.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,619 | $59.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,617 | $59.0K | 0.05% | +1,363+536.6% | Added |
| Proequities, Inc. | 1,605 | $59.0K | 0.00% | +479+42.5% | Added |
| CoreCap Advisors, LLC | 1,686 | $61.6K | 0.00% | +1,686 | New |
| Federation des caisses Desjardins du Quebec | 1,870 | $68.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,970 | $71.9K | 0.01% | +1+0.1% | Added |
| ICA Group Wealth Management, LLC | 2,000 | $73.0K | 0.02% | +2,000 | New |
| Ellevest, Inc. | 2,230 | $81.4K | 0.01% | +166+8.0% | Added |
| Silvant Capital Management LLC | 2,232 | $82.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,257 | $82.4K | 0.00% | −222−9.0% | Reduced |
| Center for Financial Planning, Inc. | 2,303 | $84.1K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,351 | $85.5K | 0.03% | +2,351 | New |
| Huntington National Bank | 2,418 | $88.3K | 0.00% | +18+0.8% | Added |
| Ronald Blue Trust, Inc. | 2,080 | $89.0K | 0.00% | +911+77.9% | Added |
| Signaturefd, LLC | 2,523 | $92.1K | 0.00% | +2,037+419.1% | Added |
| Money Concepts Capital Corp | 2,597 | $94.8K | 0.00% | +522+25.2% | Added |
| Bessemer Group Inc | 2,758 | $102.0K | 0.00% | −281−9.2% | Reduced |
| Salem Investment Counselors Inc | 3,500 | $128.8K | 0.01% | 00.0% | Unchanged |