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 |
|---|---|---|---|---|---|
| New Vernon Capital Holdings II LLC | 3,617 | $127.5K | 0.09% | +49+1.4% | Added |
| Centaurus Financial, Inc. | 4,085 | $144.0K | 0.01% | +4,085 | New |
| Armstrong Advisory Group, Inc | 4,110 | $144.9K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 4,280 | $150.9K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 5,000 | $176.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5,315 | $187.4K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 5,711 | $201.0K | 0.01% | −12,499−68.6% | Reduced |
| Cetera Advisor Networks LLC | 5,779 | $203.7K | 0.00% | +5,779 | New |
| Sherbrooke Park Advisers LLC | 5,800 | $204.4K | 0.31% | −400−6.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,000 | $211.5K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 6,157 | $217.0K | 0.00% | +230+3.9% | Added |
| Bard Financial Services, Inc. | 6,250 | $220.3K | 0.02% | −1,000−13.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,283 | $221.5K | 0.09% | +699+12.5% | Added |
| Cetera Advisors LLC | 6,317 | $222.7K | 0.00% | −292−4.4% | Reduced |
| Park National Corp | 6,357 | $224.1K | 0.01% | −75−1.2% | Reduced |
| Focus Financial Network, Inc. | 6,307 | $224.2K | 0.01% | +51+0.8% | Added |
| Atria Wealth Solutions, Inc. | 6,360 | $226.0K | 0.00% | −1,793−22.0% | Reduced |
| Waldron Private Wealth LLC | 6,365 | $226.2K | 0.01% | −163−2.5% | Reduced |
| Woodmont Investment Counsel LLC | 6,500 | $229.1K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 6,804 | $239.8K | 0.00% | −97,590−93.5% | Reduced |
| Kestra Advisory Services, LLC | 7,004 | $246.9K | 0.00% | −1,817−20.6% | Reduced |
| Aquatic Capital Management LLC | 7,000 | $247.0K | 0.02% | −4,500−39.1% | Reduced |
| Alpha Omega Wealth Management LLC | 7,011 | $247.1K | 0.04% | +24+0.3% | Added |
| Argent Trust Co | 7,031 | $247.8K | 0.02% | −1,374−16.3% | Reduced |
| Captrust Financial Advisors | 7,121 | $251.0K | 0.00% | +241+3.5% | Added |
| Level Four Advisory Services, LLC | 7,127 | $251.2K | 0.02% | +7,127 | New |
| Green Square Capital Advisors LLC | 7,219 | $254.5K | 0.03% | 00.0% | Unchanged |
| Kula Investments, LLC | 7,238 | $255.1K | 0.06% | +7,238 | New |
| Advisor Partners II, LLC | 7,307 | $257.6K | 0.01% | −153−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,372 | $259.9K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 7,890 | $278.1K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,909 | $278.8K | 0.00% | −28,361−78.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $283.6K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,056 | $286.5K | 0.01% | −323−3.9% | Reduced |
| Gladius Capital Management LP | 8,144 | $287.1K | 0.09% | +8,144 | New |
| Utah Retirement Systems | 8,200 | $289.1K | 0.00% | −300−3.5% | Reduced |
| BlueCrest Capital Management Ltd | 8,500 | $299.6K | 0.03% | +8,500 | New |
| Tradewinds, LLC. | 8,581 | $302.5K | 0.18% | +8,581 | New |
| EMC Capital Management | 8,651 | $305.0K | 0.26% | 00.0% | Unchanged |
| Globeflex Capital L P | 8,739 | $308.1K | 0.04% | −2,307−20.9% | Reduced |
| Kingsview Wealth Management, LLC | 8,779 | $309.5K | 0.01% | −25,540−74.4% | Reduced |
| Boston Family Office LLC | 9,000 | $318.0K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,060 | $319.4K | 0.00% | −819−8.3% | Reduced |
| GWM Advisors LLC | 9,387 | $330.9K | 0.00% | −6,171−39.7% | Reduced |
| Boulder Hill Capital Management LP | 9,500 | $334.9K | 0.27% | +9,500 | New |
| Fifth Third Bancorp | 9,728 | $342.9K | 0.00% | +85+0.9% | Added |
| Allworth Financial LP | 9,794 | $345.2K | 0.00% | −20.0% | Reduced |
| Baird Financial Group, Inc. | 9,901 | $349.0K | 0.00% | +35+0.4% | Added |
| Bartlett & Co. LLC | 10,000 | $355.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,000 | $355.4K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 10,190 | $359.2K | 0.01% | −1,084−9.6% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 10,392 | $366.3K | 0.02% | −49,801−82.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,416 | $367.2K | 0.22% | +166+1.6% | Added |
| Brown Advisory Inc | 10,972 | $386.8K | 0.00% | −695−6.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,104 | $391.4K | 0.00% | +228+2.1% | Added |
| Triumph Capital Management | 11,042 | $392.3K | 0.20% | +11,042 | New |
| First Citizens Bank & Trust Co | 11,236 | $396.1K | 0.01% | −2,161−16.1% | Reduced |
| Susquehanna International Group, LLP | 11,658 | $410.9K | 0.00% | −33,443−74.2% | Reduced |
| IMC-Chicago, LLC | 11,710 | $412.8K | 0.07% | +11,710 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,912 | $419.9K | 0.00% | +1,351+12.8% | Added |
| Ci Investments Inc. | 11,977 | $422.0K | 0.00% | +963+8.7% | Added |
| Strategy Asset Managers LLC | 12,635 | $445.4K | 0.11% | −1,154−8.4% | Reduced |
| Inceptionr LLC | 12,670 | $446.6K | 0.14% | +12,670 | New |
| Maryland State Retirement & Pension System | 12,734 | $448.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 13,217 | $465.9K | 0.02% | +13,217 | New |
| JustInvest LLC | 13,371 | $471.3K | 0.02% | +4,584+52.2% | Added |
| Portman Square Capital LLP | 13,834 | $487.6K | 0.12% | −8,733−38.7% | Reduced |
| Securian Asset Management, Inc | 13,868 | $488.8K | 0.01% | −418−2.9% | Reduced |
| MAI Capital Management | 13,981 | $492.8K | 0.01% | −5,835−29.4% | Reduced |
| Bank of Nova Scotia | 14,245 | $502.1K | 0.00% | +662+4.9% | Added |
| BNP Paribas Arbitrage, SA | 14,371 | $506.6K | 0.00% | −1,034,807−98.6% | Reduced |
| RBF Capital, LLC | 15,000 | $528.8K | 0.04% | 00.0% | Unchanged |
| CSS LLC | 15,442 | $544.3K | 0.04% | +7,500+94.4% | Added |
| Echo Street Capital Management LLC | 15,472 | $545.4K | 0.00% | −3,495−18.4% | Reduced |
| Lingohr & Partner Asset Management GmbH | 15,500 | $546.0K | 1.39% | +15,500 | New |
| TSP Capital Management Group, LLC | 15,500 | $546.4K | 0.20% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15,837 | $558.3K | 0.39% | +1,040+7.0% | Added |
| Twin Tree Management, LP | 16,346 | $576.2K | 0.02% | −14,412−46.9% | Reduced |
| River & Mercantile Asset Management LLP | 16,417 | $578.0K | 0.12% | −490−2.9% | Reduced |
| AE Wealth Management LLC | 16,436 | $579.4K | 0.00% | −5,148−23.9% | Reduced |
| Rockland Trust Co | 16,666 | $587.5K | 0.04% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 16,746 | $590.3K | 0.02% | +5,714+51.8% | Added |
| Carlson Capital Management | 17,400 | $613.4K | 0.04% | +17,400 | New |
| Point72 Middle East FZE | 17,520 | $617.6K | 0.03% | +11,359+184.4% | Added |
| The PNC Financial Services Group, Inc. | 17,541 | $618.3K | 0.00% | +302+1.8% | Added |
| United Capital Financial Advisers, LLC | 17,605 | $620.6K | 0.00% | −6,054−25.6% | Reduced |
| TCM Advisors, LLC | – | $627.5K | 0.57% | – | – |
| NJ State Employees Deferred Compensation Plan | 18,000 | $634.5K | 0.10% | 00.0% | Unchanged |
| AXA S.A. | 18,300 | $645.1K | 0.00% | −111,100−85.9% | Reduced |
| MSH Capital Advisors LLC | 18,346 | $646.7K | 0.28% | +2,033+12.5% | Added |
| Blueshift Asset Management, LLC | 18,374 | $647.7K | 0.27% | −12,137−39.8% | Reduced |
| Pinebridge Investments, L.P. | 18,640 | $657.1K | 0.01% | +4,378+30.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,904 | $666.0K | 0.00% | −1,399−6.9% | Reduced |
| Advisory Services Network, LLC | 18,905 | $666.4K | 0.02% | +6,799+56.2% | Added |
| Natixis Advisors, L.P. | 19,213 | $677.0K | 0.00% | +2,334+13.8% | Added |
| Duality Advisers, LP | 19,234 | $678.0K | 0.08% | −19,145−49.9% | Reduced |
| EHP Funds Inc. | 19,400 | $683.9K | 0.15% | +5,000+34.7% | Added |
| Pictet Asset Management SA | 19,472 | $686.4K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 20,244 | $713.6K | 0.18% | +31+0.2% | Added |
| Inspire Advisors, LLC | 20,261 | $714.2K | 0.16% | +7,531+59.2% | Added |