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, 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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 7,121 | $251.0K | 0.00% | +241+3.5% | Added |
| Argent Trust Co | 7,031 | $247.8K | 0.02% | −1,374−16.3% | Reduced |
| Alpha Omega Wealth Management LLC | 7,011 | $247.1K | 0.04% | +24+0.3% | Added |
| Aquatic Capital Management LLC | 7,000 | $247.0K | 0.02% | −4,500−39.1% | Reduced |
| Kestra Advisory Services, LLC | 7,004 | $246.9K | 0.00% | −1,817−20.6% | Reduced |
| Cubist Systematic Strategies, LLC | 6,804 | $239.8K | 0.00% | −97,590−93.5% | Reduced |
| Woodmont Investment Counsel LLC | 6,500 | $229.1K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 6,365 | $226.2K | 0.01% | −163−2.5% | Reduced |
| Atria Wealth Solutions, Inc. | 6,360 | $226.0K | 0.00% | −1,793−22.0% | Reduced |
| Focus Financial Network, Inc. | 6,307 | $224.2K | 0.01% | +51+0.8% | Added |
| Park National Corp | 6,357 | $224.1K | 0.01% | −75−1.2% | Reduced |
| Cetera Advisors LLC | 6,317 | $222.7K | 0.00% | −292−4.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,283 | $221.5K | 0.09% | +699+12.5% | Added |
| Bard Financial Services, Inc. | 6,250 | $220.3K | 0.02% | −1,000−13.8% | Reduced |
| First Republic Investment Management, Inc. | 6,157 | $217.0K | 0.00% | +230+3.9% | Added |
| Flagship Harbor Advisors, LLC | 6,000 | $211.5K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,800 | $204.4K | 0.31% | −400−6.5% | Reduced |
| Cetera Advisor Networks LLC | 5,779 | $203.7K | 0.00% | +5,779 | New |
| Vestcor Inc | 5,711 | $201.0K | 0.01% | −12,499−68.6% | Reduced |
| Washington Trust Co | 5,315 | $187.4K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 5,000 | $176.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,280 | $150.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,110 | $144.9K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,085 | $144.0K | 0.01% | +4,085 | New |
| New Vernon Capital Holdings II LLC | 3,617 | $127.5K | 0.09% | +49+1.4% | Added |
| Paladin Advisory Group, LLC | 3,584 | $126.3K | 0.11% | +3,584 | New |
| Salem Investment Counselors Inc | 3,500 | $124.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,163 | $112.0K | 0.10% | +1,546+95.6% | Added |
| Ronald Blue Trust, Inc. | 3,030 | $111.0K | 0.00% | +950+45.7% | Added |
| Tower Research Capital LLC (TRC) | 3,059 | $108.0K | 0.00% | −773−20.2% | Reduced |
| Signaturefd, LLC | 2,534 | $89.3K | 0.00% | +11+0.4% | Added |
| Huntington National Bank | 2,465 | $86.9K | 0.00% | +47+1.9% | Added |
| Center for Financial Planning, Inc. | 2,303 | $81.2K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,247 | $80.0K | 0.00% | −511−18.5% | Reduced |
| Silvant Capital Management LLC | 2,232 | $79.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,026 | $71.4K | 0.01% | −10,801−84.2% | Reduced |
| TD Private Client Wealth LLC | 2,020 | $71.2K | 0.00% | −237−10.5% | Reduced |
| North Star Investment Management Corp. | 1,971 | $69.5K | 0.01% | +1+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,870 | $65.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,682 | $59.8K | 0.00% | +77+4.8% | Added |
| Ellevest, Inc. | 1,673 | $59.0K | 0.00% | −557−25.0% | Reduced |
| Private Trust Co NA | 1,619 | $57.1K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,501 | $52.9K | 0.00% | −10,454−87.4% | Reduced |
| Machina Capital S.A.S. | 1,500 | $52.9K | 0.05% | +1,500 | New |
| Leonteq Securities AG | 1,497 | $52.8K | 0.00% | +152+11.3% | Added |
| WealthPLAN Partners, LLC | 1,490 | $52.5K | 0.01% | +1,490 | New |
| Lindbrook Capital, LLC | 1,434 | $50.5K | 0.01% | +45+3.2% | Added |
| Harbour Investments, Inc. | 1,413 | $49.8K | 0.00% | +175+14.1% | Added |
| IFP Advisors, Inc | 1,689 | $47.1K | 0.00% | −4,257−71.6% | Reduced |
| Global Retirement Partners, LLC | 1,355 | $44.0K | 0.00% | +812+149.5% | Added |
| CWM, LLC | 1,077 | $38.0K | 0.00% | −256−19.2% | Reduced |
| Tradition Wealth Management, LLC | 1,034 | $36.0K | 0.00% | +620+149.8% | 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 |
| Belpointe Asset Management LLC | 998 | $35.2K | 0.00% | +405+68.3% | Added |
| Harvest Fund Management Co., Ltd | 959 | $34.0K | 0.01% | −7,130−88.1% | Reduced |
| Belmont Capital, LLC | 878 | $30.9K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 864 | $30.5K | 0.00% | −209−19.5% | Reduced |
| Amundi | 857 | $29.5K | 0.00% | −168,937−99.5% | Reduced |
| Ameritas Advisory Services, LLC | 833 | $29.4K | 0.00% | +833 | New |
| Archer Investment Corp | 800 | $28.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 722 | $25.5K | 0.00% | −92−11.3% | Reduced |
| NVWM, LLC | 676 | $24.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 616 | $21.7K | 0.01% | +503+445.1% | Added |
| PrairieView Partners, LLC | 608 | $21.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $20.1K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 502 | $18.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 503 | $17.7K | 0.01% | −30−5.6% | Reduced |
| 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 |
| TCI Wealth Advisors, Inc. | 481 | $17.0K | 0.00% | +212+78.8% | Added |
| Lowe Wealth Advisors, LLC | 406 | $14.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 383 | $13.5K | 0.00% | −71−15.6% | Reduced |
| GHP Investment Advisors, Inc. | 353 | $12.5K | 0.00% | +2+0.6% | Added |
| WR Wealth Planners, LLC | 343 | $12.1K | 0.01% | +65+23.4% | Added |
| FIL Ltd | 310 | $10.9K | 0.00% | +275+785.7% | Added |
| Pacific Center for Financial Services | 280 | $9.87K | 0.00% | +280 | New |
| Piershale Financial Group, Inc. | 227 | $8.00K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 217 | $8.00K | 0.00% | +1+0.5% | Added |
| Stonebridge Capital Advisors LLC | 216 | $7.61K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 209 | $7.37K | 0.00% | +15+7.7% | Added |
| Caldwell Sutter Capital, Inc. | 200 | $7.05K | 0.01% | +200 | New |
| ClariVest Asset Management LLC | 193 | $7.00K | 0.00% | −8−4.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 193 | $6.80K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 157 | $6.00K | 0.00% | −241−60.6% | Reduced |
| Creative Financial Designs Inc | 150 | $5.29K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $5.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 145 | $5.11K | 0.00% | +48+49.5% | Added |
| Cambridge Trust Co | 129 | $4.55K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 127 | $4.47K | 0.00% | +1+0.8% | Added |
| Hexagon Capital Partners LLC | 120 | $4.23K | 0.00% | −16−11.8% | Reduced |
| Earnest Partners LLC | 119 | $4.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 117 | $4.12K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 113 | $4.03K | 0.00% | −41−26.6% | 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 |
| JFS Wealth Advisors, LLC | 107 | $3.77K | 0.00% | −23−17.7% | Reduced |
| Grove Bank & Trust | 105 | $3.70K | 0.00% | +105 | New |