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, 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 |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 8,864 | $323.6K | 0.09% | −1,728−16.3% | Reduced |
| Kestra Advisory Services, LLC | 8,821 | $322.1K | 0.00% | −1,986−18.4% | Reduced |
| JustInvest LLC | 8,787 | $320.8K | 0.01% | +3,687+72.3% | Added |
| EMC Capital Management | 8,651 | $316.0K | 0.28% | +327+3.9% | Added |
| Woodline Partners LP | 8,574 | $313.0K | 0.00% | +8,574 | New |
| Utah Retirement Systems | 8,500 | $310.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 8,459 | $309.0K | 0.06% | +7,659+957.4% | Added |
| Vise Technologies, Inc. | 8,453 | $308.6K | 0.10% | −1,509−15.1% | Reduced |
| RSM US Wealth Management LLC | 8,379 | $308.4K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 8,405 | $306.9K | 0.02% | −3,000−26.3% | Reduced |
| Atria Wealth Solutions, Inc. | 8,153 | $300.0K | 0.00% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 8,088 | $295.3K | 0.06% | −1,964−19.5% | Reduced |
| Harvest Fund Management Co., Ltd | 8,089 | $295.0K | 0.08% | −920−10.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $293.7K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 7,942 | $290.0K | 0.02% | −4,058−33.8% | Reduced |
| Shelton Capital Management | 7,890 | $288.1K | 0.03% | −503−6.0% | Reduced |
| Waldron Private Wealth LLC | 6,528 | $279.0K | 0.02% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 7,460 | $272.4K | 0.02% | −426−5.4% | Reduced |
| 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 |
| Bard Financial Services, Inc. | 7,250 | $265.0K | 0.02% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 7,219 | $263.6K | 0.04% | −50,183−87.4% | Reduced |
| Stokes Family Office, LLC | 7,068 | $258.0K | 0.03% | −655−8.5% | Reduced |
| Alpha Omega Wealth Management LLC | 6,987 | $255.1K | 0.05% | −506−6.8% | Reduced |
| Captrust Financial Advisors | 6,880 | $251.2K | 0.00% | −61−0.9% | Reduced |
| TCM Advisors, LLC | – | $244.6K | 0.25% | – | – |
| Cetera Advisors LLC | 6,609 | $241.3K | 0.00% | −451−6.4% | Reduced |
| Meridian Wealth Management, LLC | 6,600 | $241.0K | 0.02% | +6,600 | New |
| Woodmont Investment Counsel LLC | 6,500 | $237.3K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,482 | $236.7K | 0.02% | −559−7.9% | Reduced |
| Park National Corp | 6,432 | $234.8K | 0.01% | +75+1.2% | Added |
| Coldstream Capital Management Inc | 6,374 | $232.7K | 0.01% | +6,374 | New |
| Blueprint Investment Partners LLC | 6,334 | $231.3K | 0.05% | +6,334 | New |
| Focus Financial Network, Inc. | 6,256 | $230.2K | 0.02% | +43+0.7% | Added |
| Sherbrooke Park Advisers LLC | 6,200 | $226.4K | 0.17% | +6,200 | New |
| Point72 Middle East FZE | 6,161 | $224.9K | 0.02% | +6,161 | New |
| GWM Advisors LLC | 15,558 | $222.1K | 0.01% | +48+0.3% | Added |
| Flagship Harbor Advisors, LLC | 6,000 | $219.1K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 6,000 | $219.1K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 10,414 | $216.4K | 0.00% | +194+1.9% | Added |
| First Republic Investment Management, Inc. | 5,927 | $216.4K | 0.00% | +284+5.0% | Added |
| Gamco Investors, Inc. Et Al | 5,700 | $208.1K | 0.00% | −2,800−32.9% | Reduced |
| Rain Capital Management, LLC | 5,617 | $205.1K | 0.15% | +5,617 | New |
| Arnhold LLC | 5,600 | $204.5K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 5,584 | $203.9K | 0.08% | +822+17.3% | Added |
| One Wealth Advisors, LLC | 5,364 | $195.8K | 0.04% | −4,158−43.7% | Reduced |
| Washington Trust Co | 5,315 | $194.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 5,003 | $182.7K | 0.06% | +836+20.1% | Added |
| First Manhattan Co | 5,000 | $182.6K | 0.00% | +5,000 | New |
| IFP Advisors, Inc | 5,946 | $180.0K | 0.01% | −150−2.5% | Reduced |
| Umb Bank N A | 4,280 | $156.0K | 0.00% | −125−2.8% | Reduced |
| Armstrong Advisory Group, Inc | 4,110 | $150.1K | 0.02% | +4,110 | New |
| Tower Research Capital LLC (TRC) | 3,832 | $140.0K | 0.01% | −4,190−52.2% | Reduced |
| New Vernon Capital Holdings II LLC | 3,568 | $130.3K | 0.10% | +3,568 | New |
| Salem Investment Counselors Inc | 3,500 | $128.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,758 | $102.0K | 0.00% | −281−9.2% | Reduced |
| Money Concepts Capital Corp | 2,597 | $94.8K | 0.00% | +522+25.2% | Added |
| Signaturefd, LLC | 2,523 | $92.1K | 0.00% | +2,037+419.1% | Added |
| Ronald Blue Trust, Inc. | 2,080 | $89.0K | 0.00% | +911+77.9% | Added |
| Huntington National Bank | 2,418 | $88.3K | 0.00% | +18+0.8% | Added |
| Accurate Wealth Management, LLC | 2,351 | $85.5K | 0.03% | +2,351 | New |
| Center for Financial Planning, Inc. | 2,303 | $84.1K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,257 | $82.4K | 0.00% | −222−9.0% | Reduced |
| Silvant Capital Management LLC | 2,232 | $82.1K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,230 | $81.4K | 0.01% | +166+8.0% | Added |
| ICA Group Wealth Management, LLC | 2,000 | $73.0K | 0.02% | +2,000 | New |
| North Star Investment Management Corp. | 1,970 | $71.9K | 0.01% | +1+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,870 | $68.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,686 | $61.6K | 0.00% | +1,686 | New |
| Proequities, Inc. | 1,605 | $59.0K | 0.00% | +479+42.5% | Added |
| 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 |
| Lindbrook Capital, LLC | 1,389 | $50.7K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,356 | $49.5K | 0.01% | +1,356 | New |
| Leonteq Securities AG | 1,345 | $49.1K | 0.00% | +150+12.6% | Added |
| CWM, LLC | 1,333 | $49.0K | 0.00% | −100−7.0% | Reduced |
| Harbour Investments, Inc. | 1,238 | $45.2K | 0.00% | −266−17.7% | Reduced |
| Parallel Advisors, LLC | 1,073 | $39.2K | 0.00% | −332−23.6% | Reduced |
| 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 |
| Belmont Capital, LLC | 878 | $32.0K | 0.03% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 839 | $31.0K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $30.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 814 | $29.7K | 0.00% | −141−14.8% | Reduced |
| Archer Investment Corp | 800 | $29.2K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 676 | $24.9K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 622 | $22.7K | 0.01% | +622 | New |
| PrairieView Partners, LLC | 608 | $22.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 593 | $21.7K | 0.00% | +593 | New |
| Atwood & Palmer Inc | 570 | $20.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 543 | $19.8K | 0.00% | +399+277.1% | Added |
| Newbridge Financial Services Group, Inc. | 533 | $19.5K | 0.01% | −430−44.7% | Reduced |
| Central Trust Co | 500 | $18.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 454 | $16.6K | 0.00% | +303+200.7% | Added |
| 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 |
| Lowe Wealth Advisors, LLC | 406 | $14.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 351 | $12.8K | 0.00% | +3+0.9% | Added |