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, Q2 2023
Institutional positions in H&R Block Inc as of Jun 30, 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
- 399
- −23 vs. Q1 2023
- Shares held
- 135.4M
- −8.13M (−5.7%) vs. Q1 2023
- Total value
- $4.32B
- −$738.9M (−14.6%) vs. Q1 2023
- New holders
- 51
- 117 more added
- Sold out
- 74
- 162 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ORG Partners LLC | 6 | $0 | 0.00% | +6 | New |
| Comerica Bank | 7,096 | $10 | 0.00% | +7,096 | New |
| Tfo-TDC, LLC | 3 | $96 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7 | $223 | 0.00% | +7 | New |
| Harbour Investments, Inc. | 9 | $289 | 0.00% | −1,404−99.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 10 | $329 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $351 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 12 | $384 | 0.00% | +12 | New |
| Ridgewood Investments LLC | 13 | $417 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 14 | $446 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $542 | 0.00% | +5+41.7% | Added |
| Venturi Wealth Management, LLC | 19 | $606 | 0.00% | +19 | New |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $638 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $765 | 0.00% | +1+4.3% | Added |
| First Horizon Advisors, Inc. | 25 | $797 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $860 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $988 | 0.00% | +28+933.3% | Added |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33 | $1.05K | 0.00% | −28−45.9% | Reduced |
| Gradient Investments LLC | 43 | $1.37K | 0.00% | +43 | New |
| Cary Street Partner Investment Advisory LLC | 50 | $1.59K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 52 | $1.66K | 0.00% | +52 | New |
| Farther Finance Advisors, LLC | 55 | $1.75K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 58 | $1.85K | 0.00% | −62−51.7% | Reduced |
| McIlrath & Eck, LLC | 60 | $1.91K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 66 | $2.10K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 67 | $2.13K | 0.00% | −16,279−99.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 69 | $2.20K | 0.00% | +53+331.3% | Added |
| Annapolis Financial Services, LLC | 86 | $2.74K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $3.41K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 113 | $3.63K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 119 | $3.79K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 135 | $4.30K | 0.00% | −1,891−93.3% | Reduced |
| Massmutual Trust Co FSB | 141 | $4.49K | 0.00% | +24+20.5% | Added |
| Creative Financial Designs Inc | 150 | $4.78K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $4.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 183 | $5.83K | 0.00% | +38+26.2% | Added |
| Fairfield, Bush & Co. | 184 | $5.86K | 0.00% | +184 | New |
| Steward Partners Investment Advisory, LLC | 193 | $6.15K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 200 | $6.37K | 0.00% | 00.0% | Unchanged |
| Amundi | 201 | $6.51K | 0.00% | −656−76.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 208 | $6.63K | 0.00% | −1−0.5% | Reduced |
| Stonebridge Capital Advisors LLC | 216 | $6.88K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 219 | $6.98K | 0.00% | +2+0.9% | Added |
| Piershale Financial Group, Inc. | 227 | $7.23K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 252 | $8.09K | 0.00% | −1,430−85.0% | Reduced |
| Parkside Financial Bank & Trust | 277 | $8.83K | 0.00% | −106−27.7% | Reduced |
| WR Wealth Planners, LLC | 278 | $8.86K | 0.00% | −65−19.0% | Reduced |
| Pacific Center for Financial Services | 280 | $8.92K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 308 | $9.82K | 0.00% | +308 | New |
| GHP Investment Advisors, Inc. | 359 | $12.7K | 0.00% | +6+1.7% | Added |
| Lowe Wealth Advisors, LLC | 406 | $12.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $15.9K | 0.01% | −3−0.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 500 | $15.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 469 | $16.0K | 0.00% | −2,561−84.5% | Reduced |
| Endurance Wealth Management, Inc. | 502 | $16.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 521 | $16.6K | 0.00% | +211+68.1% | Added |
| Quadrant Capital Group LLC | 533 | $17.0K | 0.00% | −189−26.2% | Reduced |
| Exchange Traded Concepts, LLC | 542 | $17.3K | 0.00% | +542 | New |
| Atwood & Palmer Inc | 570 | $18.2K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $19.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 676 | $21.7K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 784 | $25.0K | 0.00% | −250−24.2% | Reduced |
| Parallel Advisors, LLC | 787 | $25.1K | 0.00% | −77−8.9% | Reduced |
| Archer Investment Corp | 800 | $25.5K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 801 | $25.5K | 0.01% | −77−8.8% | Reduced |
| Valley National Advisers Inc | 800 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 967 | $30.8K | 0.01% | +967 | New |
| Nomura Asset Management Co Ltd | 1,090 | $34.7K | 0.00% | −82,580−98.7% | Reduced |
| Eagle Bay Advisors LLC | 1,156 | $36.8K | 0.02% | +1,148+14,350.0% | Added |
| Global Retirement Partners, LLC | 1,250 | $39.9K | 0.00% | −105−7.7% | Reduced |
| Quarry LP | 1,290 | $41.1K | 0.03% | +674+109.4% | Added |
| TD Private Client Wealth LLC | 1,300 | $41.4K | 0.00% | −720−35.6% | Reduced |
| IFP Advisors, Inc | 1,638 | $45.7K | 0.00% | −51−3.0% | Reduced |
| WealthPLAN Partners, LLC | 1,490 | $47.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,647 | $52.5K | 0.01% | +213+14.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,870 | $59.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,889 | $60.0K | 0.00% | −10,088−84.2% | Reduced |
| North Star Investment Management Corp. | 1,973 | $62.9K | 0.01% | +2+0.1% | Added |
| CWM, LLC | 1,984 | $63.0K | 0.00% | +907+84.2% | Added |
| Private Trust Co NA | 2,124 | $67.7K | 0.01% | +505+31.2% | Added |
| Huntington National Bank | 2,128 | $67.8K | 0.00% | −337−13.7% | Reduced |
| Banque Cantonale Vaudoise | 2,151 | $69.0K | 0.00% | +2,151 | New |
| Silvant Capital Management LLC | 2,232 | $71.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,303 | $73.4K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,370 | $75.0K | 0.00% | +123+5.5% | Added |
| Signaturefd, LLC | 2,409 | $76.8K | 0.00% | −125−4.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,623 | $84.0K | 0.00% | +2,520+2,446.6% | Added |
| Salem Investment Counselors Inc | 3,000 | $96.6K | 0.00% | −500−14.3% | Reduced |
| GWM Advisors LLC | 3,229 | $102.9K | 0.00% | −6,158−65.6% | Reduced |
| Paladin Advisory Group, LLC | 3,584 | $114.2K | 0.09% | 00.0% | Unchanged |
| National Bank of Canada | 3,743 | $119.3K | 0.00% | −20,461−84.5% | Reduced |
| Covestor Ltd | 3,785 | $121.0K | 0.09% | +622+19.7% | Added |
| Armstrong Advisory Group, Inc | 4,110 | $131.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 4,280 | $136.4K | 0.00% | 00.0% | Unchanged |
| Sage Rock Capital Management LP | 4,400 | $140.2K | 0.17% | +4,400 | New |
| Leonteq Securities AG | 5,075 | $161.7K | 0.02% | +3,578+239.0% | Added |
| Washington Trust Co | 5,315 | $169.4K | 0.01% | 00.0% | Unchanged |