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, Q1 2023
Institutional positions in H&R Block Inc as of Mar 31, 2023. 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
- 425
- −25 vs. Q4 2022
- Shares held
- 143.8M
- +519.9K (+0.4%) vs. Q4 2022
- Total value
- $5.07B
- −$161.1M (−3.1%) vs. Q4 2022
- New holders
- 49
- 141 more added
- Sold out
- 74
- 165 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bellwether Advisors, LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $106 | 0.00% | −28−90.3% | Reduced |
| Tfo-TDC, LLC | 3 | $106 | 0.00% | +2+200.0% | Added |
| Eagle Bay Advisors LLC | 8 | $282 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $361 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $388 | 0.00% | +4+57.1% | Added |
| Versant Capital Management, Inc | 12 | $415 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 13 | $461 | 0.00% | +13 | New |
| Colonial Trust Advisors | 14 | $494 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $564 | 0.00% | +16 | New |
| Baker Avenue Asset Management, LP | 18 | $635 | 0.00% | +18 | New |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $705 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $811 | 0.00% | −10−30.3% | Reduced |
| First Horizon Advisors, Inc. | 25 | $881 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $952 | 0.00% | −5−15.6% | Reduced |
| Financial Management Professionals, Inc. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Cary Street Partner Investment Advisory LLC | 50 | $1.76K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 55 | $1.94K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $2.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 61 | $2.15K | 0.00% | +40+190.5% | Added |
| Schubert & Co | 65 | $2.29K | 0.00% | −23−26.1% | Reduced |
| Farmers & Merchants Investments Inc | 66 | $2.33K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 86 | $3.03K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 105 | $3.70K | 0.00% | +105 | New |
| JFS Wealth Advisors, LLC | 107 | $3.77K | 0.00% | −23−17.7% | Reduced |
| Steward Financial Group LLC | 123 | $4.00K | 0.00% | +64+108.5% | Added |
| TD Ameritrade Investment Management, LLC | 103 | $4.00K | 0.00% | +85+472.2% | Added |
| Lee Financial Co | 113 | $4.03K | 0.00% | −41−26.6% | Reduced |
| Massmutual Trust Co FSB | 117 | $4.12K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 119 | $4.20K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 120 | $4.23K | 0.00% | −16−11.8% | Reduced |
| Accel Wealth Management | 127 | $4.47K | 0.00% | +1+0.8% | Added |
| Cambridge Trust Co | 129 | $4.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 145 | $5.11K | 0.00% | +48+49.5% | Added |
| Creative Financial Designs Inc | 150 | $5.29K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $5.29K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 157 | $6.00K | 0.00% | −241−60.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 193 | $6.80K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 193 | $7.00K | 0.00% | −8−4.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $7.05K | 0.01% | +200 | New |
| Northwestern Mutual Wealth Management Co | 209 | $7.37K | 0.00% | +15+7.7% | Added |
| Stonebridge Capital Advisors LLC | 216 | $7.61K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 217 | $8.00K | 0.00% | +1+0.5% | Added |
| Piershale Financial Group, Inc. | 227 | $8.00K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $9.87K | 0.00% | +280 | New |
| FIL Ltd | 310 | $10.9K | 0.00% | +275+785.7% | Added |
| WR Wealth Planners, LLC | 343 | $12.1K | 0.01% | +65+23.4% | Added |
| GHP Investment Advisors, Inc. | 353 | $12.5K | 0.00% | +2+0.6% | Added |
| Parkside Financial Bank & Trust | 383 | $13.5K | 0.00% | −71−15.6% | Reduced |
| Lowe Wealth Advisors, LLC | 406 | $14.3K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 481 | $17.0K | 0.00% | +212+78.8% | Added |
| ICA Group Wealth Management, LLC | 500 | $17.6K | 0.00% | −1,500−75.0% | Reduced |
| Central Trust Co | 500 | $17.6K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $17.6K | 0.01% | +500 | New |
| Newbridge Financial Services Group, Inc. | 503 | $17.7K | 0.01% | −30−5.6% | Reduced |
| Endurance Wealth Management, Inc. | 502 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $20.1K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $21.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 616 | $21.7K | 0.01% | +503+445.1% | Added |
| NVWM, LLC | 676 | $24.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 722 | $25.5K | 0.00% | −92−11.3% | Reduced |
| Valley National Advisers Inc | 800 | $27.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 800 | $28.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 833 | $29.4K | 0.00% | +833 | New |
| Amundi | 857 | $29.5K | 0.00% | −168,937−99.5% | Reduced |
| Parallel Advisors, LLC | 864 | $30.5K | 0.00% | −209−19.5% | Reduced |
| Belmont Capital, LLC | 878 | $30.9K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 959 | $34.0K | 0.01% | −7,130−88.1% | Reduced |
| Belpointe Asset Management LLC | 998 | $35.2K | 0.00% | +405+68.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,000 | $35.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $35.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,034 | $36.0K | 0.00% | +620+149.8% | Added |
| CWM, LLC | 1,077 | $38.0K | 0.00% | −256−19.2% | Reduced |
| Global Retirement Partners, LLC | 1,355 | $44.0K | 0.00% | +812+149.5% | Added |
| IFP Advisors, Inc | 1,689 | $47.1K | 0.00% | −4,257−71.6% | Reduced |
| Harbour Investments, Inc. | 1,413 | $49.8K | 0.00% | +175+14.1% | Added |
| Lindbrook Capital, LLC | 1,434 | $50.5K | 0.01% | +45+3.2% | Added |
| WealthPLAN Partners, LLC | 1,490 | $52.5K | 0.01% | +1,490 | New |
| Leonteq Securities AG | 1,497 | $52.8K | 0.00% | +152+11.3% | Added |
| Machina Capital S.A.S. | 1,500 | $52.9K | 0.05% | +1,500 | New |
| Bokf, NA | 1,501 | $52.9K | 0.00% | −10,454−87.4% | Reduced |
| Private Trust Co NA | 1,619 | $57.1K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,673 | $59.0K | 0.00% | −557−25.0% | Reduced |
| Proequities, Inc. | 1,682 | $59.8K | 0.00% | +77+4.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,870 | $65.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,971 | $69.5K | 0.01% | +1+0.1% | Added |
| TD Private Client Wealth LLC | 2,020 | $71.2K | 0.00% | −237−10.5% | Reduced |
| Atlas Capital Advisors LLC | 2,026 | $71.4K | 0.01% | −10,801−84.2% | Reduced |
| Silvant Capital Management LLC | 2,232 | $79.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,247 | $80.0K | 0.00% | −511−18.5% | Reduced |
| Center for Financial Planning, Inc. | 2,303 | $81.2K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 2,465 | $86.9K | 0.00% | +47+1.9% | Added |
| Signaturefd, LLC | 2,534 | $89.3K | 0.00% | +11+0.4% | Added |
| Tower Research Capital LLC (TRC) | 3,059 | $108.0K | 0.00% | −773−20.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,030 | $111.0K | 0.00% | +950+45.7% | Added |
| Covestor Ltd | 3,163 | $112.0K | 0.10% | +1,546+95.6% | Added |
| Salem Investment Counselors Inc | 3,500 | $124.4K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 3,584 | $126.3K | 0.11% | +3,584 | New |