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 |
|---|---|---|---|---|---|
| New Vernon Capital Holdings II LLC | 3,568 | $130.3K | 0.10% | +3,568 | New |
| Tower Research Capital LLC (TRC) | 3,832 | $140.0K | 0.01% | −4,190−52.2% | Reduced |
| Armstrong Advisory Group, Inc | 4,110 | $150.1K | 0.02% | +4,110 | New |
| Umb Bank N A | 4,280 | $156.0K | 0.00% | −125−2.8% | Reduced |
| IFP Advisors, Inc | 5,946 | $180.0K | 0.01% | −150−2.5% | Reduced |
| First Manhattan Co | 5,000 | $182.6K | 0.00% | +5,000 | New |
| State of Wyoming | 5,003 | $182.7K | 0.06% | +836+20.1% | Added |
| Washington Trust Co | 5,315 | $194.1K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 5,364 | $195.8K | 0.04% | −4,158−43.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 5,584 | $203.9K | 0.08% | +822+17.3% | Added |
| Arnhold LLC | 5,600 | $204.5K | 0.03% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 5,617 | $205.1K | 0.15% | +5,617 | New |
| Gamco Investors, Inc. Et Al | 5,700 | $208.1K | 0.00% | −2,800−32.9% | Reduced |
| First Republic Investment Management, Inc. | 5,927 | $216.4K | 0.00% | +284+5.0% | Added |
| Pathstone Family Office, LLC | 10,414 | $216.4K | 0.00% | +194+1.9% | Added |
| Stephens Inc | 6,000 | $219.1K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,000 | $219.1K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,558 | $222.1K | 0.01% | +48+0.3% | Added |
| Point72 Middle East FZE | 6,161 | $224.9K | 0.02% | +6,161 | New |
| Sherbrooke Park Advisers LLC | 6,200 | $226.4K | 0.17% | +6,200 | New |
| Focus Financial Network, Inc. | 6,256 | $230.2K | 0.02% | +43+0.7% | Added |
| Blueprint Investment Partners LLC | 6,334 | $231.3K | 0.05% | +6,334 | New |
| Coldstream Capital Management Inc | 6,374 | $232.7K | 0.01% | +6,374 | New |
| Park National Corp | 6,432 | $234.8K | 0.01% | +75+1.2% | Added |
| Profund Advisors LLC | 6,482 | $236.7K | 0.02% | −559−7.9% | Reduced |
| Woodmont Investment Counsel LLC | 6,500 | $237.3K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 6,600 | $241.0K | 0.02% | +6,600 | New |
| Cetera Advisors LLC | 6,609 | $241.3K | 0.00% | −451−6.4% | Reduced |
| TCM Advisors, LLC | – | $244.6K | 0.25% | – | – |
| Captrust Financial Advisors | 6,880 | $251.2K | 0.00% | −61−0.9% | Reduced |
| Alpha Omega Wealth Management LLC | 6,987 | $255.1K | 0.05% | −506−6.8% | Reduced |
| Stokes Family Office, LLC | 7,068 | $258.0K | 0.03% | −655−8.5% | Reduced |
| Green Square Capital Advisors LLC | 7,219 | $263.6K | 0.04% | −50,183−87.4% | Reduced |
| Bard Financial Services, Inc. | 7,250 | $265.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,372 | $269.2K | 0.03% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 7,372 | $269.2K | 0.10% | +7,372 | New |
| Advisor Partners II, LLC | 7,460 | $272.4K | 0.02% | −426−5.4% | Reduced |
| Waldron Private Wealth LLC | 6,528 | $279.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 7,890 | $288.1K | 0.03% | −503−6.0% | Reduced |
| CSS LLC | 7,942 | $290.0K | 0.02% | −4,058−33.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $293.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 8,089 | $295.0K | 0.08% | −920−10.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 8,088 | $295.3K | 0.06% | −1,964−19.5% | Reduced |
| Atria Wealth Solutions, Inc. | 8,153 | $300.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 8,405 | $306.9K | 0.02% | −3,000−26.3% | Reduced |
| RSM US Wealth Management LLC | 8,379 | $308.4K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 8,453 | $308.6K | 0.10% | −1,509−15.1% | Reduced |
| Clear Street Markets LLC | 8,459 | $309.0K | 0.06% | +7,659+957.4% | Added |
| Utah Retirement Systems | 8,500 | $310.3K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 8,574 | $313.0K | 0.00% | +8,574 | New |
| EMC Capital Management | 8,651 | $316.0K | 0.28% | +327+3.9% | Added |
| JustInvest LLC | 8,787 | $320.8K | 0.01% | +3,687+72.3% | Added |
| Kestra Advisory Services, LLC | 8,821 | $322.1K | 0.00% | −1,986−18.4% | Reduced |
| AdvisorShares Investments LLC | 8,864 | $323.6K | 0.09% | −1,728−16.3% | Reduced |
| Integrated Wealth Concepts LLC | 8,959 | $327.0K | 0.01% | +745+9.1% | Added |
| Boston Family Office LLC | 9,000 | $329.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,643 | $352.1K | 0.00% | +76+0.8% | Added |
| Walleye Capital LLC | 9,662 | $352.8K | 0.01% | +9,662 | New |
| Allworth Financial LP | 9,796 | $357.7K | 0.00% | −4,791−32.8% | Reduced |
| Baird Financial Group, Inc. | 9,866 | $360.0K | 0.00% | −12−0.1% | Reduced |
| ProShare Advisors LLC | 9,879 | $360.7K | 0.00% | +826+9.1% | Added |
| Bartlett & Co. Wealth Management LLC | 10,000 | $368.0K | 0.01% | −3,200−24.2% | Reduced |
| Bartlett & Co. LLC | 10,000 | $368.0K | 0.01% | −3,200−24.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,561 | $370.4K | 0.00% | +10,561 | New |
| 1620 Investment Advisors, Inc. | 10,199 | $372.4K | 0.45% | −12−0.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,250 | $374.2K | 0.25% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,528 | $387.4K | 0.01% | +10,528 | New |
| Commonwealth Equity Services, LLC | 10,843 | $395.0K | 0.00% | −3,967−26.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,876 | $397.1K | 0.00% | −27,560−71.7% | Reduced |
| Ci Investments Inc. | 11,014 | $402.0K | 0.00% | −5,421−33.0% | Reduced |
| Vident Investment Advisory, LLC | 11,032 | $402.8K | 0.02% | +11,032 | New |
| Globeflex Capital L P | 11,046 | $403.3K | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,246 | $410.6K | 0.01% | +40.0% | Added |
| Veritable, L.P. | 11,274 | $411.6K | 0.01% | +932+9.0% | Added |
| Ethic Inc. | 11,320 | $413.3K | 0.02% | +1,435+14.5% | Added |
| Aquatic Capital Management LLC | 11,500 | $420.0K | 0.03% | +11,500 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $423.5K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 11,667 | $426.0K | 0.00% | −11−0.1% | Reduced |
| OmniStar Financial Group, Inc. | 11,774 | $429.9K | 0.49% | +144+1.2% | Added |
| Capital Fund Management S.A. | 11,824 | $431.7K | 0.01% | +11,824 | New |
| Bokf, NA | 11,955 | $436.5K | 0.01% | +191+1.6% | Added |
| Advisory Services Network, LLC | 12,106 | $442.0K | 0.01% | +3,147+35.1% | Added |
| Gsa Capital Partners LLP | 12,139 | $443.0K | 0.05% | +2,290+23.3% | Added |
| Inspire Advisors, LLC | 12,730 | $464.8K | 0.12% | +3,518+38.2% | Added |
| Maryland State Retirement & Pension System | 12,734 | $464.9K | 0.01% | +12,734 | New |
| Atlas Capital Advisors LLC | 12,827 | $468.3K | 0.08% | −313−2.4% | Reduced |
| First Citizens Bank & Trust Co | 13,397 | $489.0K | 0.01% | +843+6.7% | Added |
| Bank of Nova Scotia | 13,583 | $495.9K | 0.00% | −9,658−41.6% | Reduced |
| Strategy Asset Managers LLC | 13,789 | $503.0K | 0.13% | −63−0.5% | Reduced |
| Mackenzie Financial Corp | 14,096 | $514.6K | 0.00% | −3,900−21.7% | Reduced |
| Illinois Municipal Retirement Fund | 14,246 | $520.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 14,262 | $520.7K | 0.01% | +14,262 | New |
| Securian Asset Management, Inc | 14,286 | $521.6K | 0.01% | −263−1.8% | Reduced |
| Gallacher Capital Management LLC | 14,300 | $522.1K | 0.32% | +14,300 | New |
| FORA Capital, LLC | 14,311 | $522.5K | 0.08% | +14,311 | New |
| Northwestern Mutual Investment Management Company, LLC | 14,388 | $525.3K | 0.01% | −8,661−37.6% | Reduced |
| EHP Funds Inc. | 14,400 | $526.0K | 0.11% | −200−1.4% | Reduced |
| Chicago Trust Co NA | 14,500 | $529.0K | 0.13% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 14,797 | $540.2K | 0.38% | +12+0.1% | Added |
| RBF Capital, LLC | 15,000 | $548.0K | 0.04% | 00.0% | Unchanged |