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 |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 278 | $10.2K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 269 | $9.82K | 0.00% | −90−25.1% | Reduced |
| Rockefeller Capital Management L.P. | 252 | $9.00K | 0.00% | +60+31.3% | Added |
| Piershale Financial Group, Inc. | 227 | $8.29K | 0.01% | +227 | New |
| Retirement Group, LLC | 216 | $8.00K | 0.00% | +2+0.9% | Added |
| Stonebridge Capital Advisors LLC | 216 | $7.89K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 194 | $7.08K | 0.00% | +27+16.2% | Added |
| Steward Partners Investment Advisory, LLC | 193 | $7.05K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 201 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 180 | $6.57K | 0.00% | −29,672−99.4% | Reduced |
| Lee Financial Co | 154 | $5.62K | 0.00% | +41+36.3% | Added |
| Abound Wealth Management | 150 | $5.48K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 150 | $5.48K | 0.00% | +75+100.0% | Added |
| Cambridge Trust Co | 129 | $5.00K | 0.00% | −112−46.5% | Reduced |
| Hexagon Capital Partners LLC | 136 | $4.96K | 0.00% | +23+20.4% | Added |
| JFS Wealth Advisors, LLC | 130 | $4.75K | 0.00% | −10−7.1% | Reduced |
| Accel Wealth Management | 126 | $4.59K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 121 | $4.42K | 0.00% | −5−4.0% | Reduced |
| Earnest Partners LLC | 119 | $4.34K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 113 | $4.13K | 0.00% | +113 | New |
| Massmutual Trust Co FSB | 117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 97 | $3.54K | 0.00% | −11−10.2% | Reduced |
| Schubert & Co | 88 | $3.21K | 0.00% | −2−2.2% | Reduced |
| Annapolis Financial Services, LLC | 86 | $3.14K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 67 | $2.45K | 0.00% | −152−69.4% | Reduced |
| Farmers & Merchants Investments Inc | 66 | $2.41K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $2.19K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 55 | $2.01K | 0.00% | +55 | New |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 59 | $2.00K | 0.00% | +59 | New |
| Cary Street Partner Investment Advisory LLC | 50 | $1.83K | 0.00% | +50 | New |
| Estabrook Capital Management | 40 | $1.46K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 35 | $1.28K | 0.00% | +19+118.8% | Added |
| SJS Investment Consulting Inc. | 33 | $1.21K | 0.00% | +16+94.1% | Added |
| Disciplined Investments, LLC | 32 | $1.17K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $1.13K | 0.00% | +31 | 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 |
| 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 |
| Gradient Investments LLC | 23 | $840 | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 21 | $773 | 0.00% | +21 | New |
| EverSource Wealth Advisors, LLC | 21 | $767 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $730 | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 19 | $694 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 17 | $621 | 0.00% | +17 | New |
| Colonial Trust Advisors | 14 | $511 | 0.00% | +14 | New |
| Versant Capital Management, Inc | 12 | $438 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $370 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 9 | $329 | 0.00% | +9 | New |
| Eagle Bay Advisors LLC | 8 | $292 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $256 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $36 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | – | – | +1 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,168,700−100.0% | Sold out |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 0 | $0 | 0.00% | −1,035,019−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −177,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −75,241−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −66,244−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −61,673−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −58,053−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −36,742−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −35,804−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −35,568−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −33,925−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −28,806−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −28,733−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,332−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −23,147−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −22,937−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −22,404−100.0% | Sold out |
| Park Circle Co | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,273−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −14,663−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −13,432−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,944−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −12,563−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −10,328−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −10,157−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −9,982−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −8,581−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −8,242−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −6,710−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −6,682−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −6,571−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −6,541−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −6,491−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −6,422−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −5,877−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −5,732−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| Cairn Investment Group, Inc. | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Affinity Capital Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −4,927−100.0% | Sold out |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −4,912−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −4,839−100.0% | Sold out |