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 |
|---|---|---|---|---|---|
| Park National Corp | 6,357 | $202.6K | 0.01% | 00.0% | Unchanged |
| Kendall Capital Management | 6,385 | $203.0K | 0.09% | +6,385 | New |
| TownSquare Capital, LLC | 6,377 | $203.2K | 0.00% | +6,377 | New |
| Atria Wealth Solutions, Inc. | 6,330 | $203.6K | 0.00% | −30−0.5% | Reduced |
| Qsemble Capital Management, LP | 6,400 | $204.0K | 0.14% | +6,400 | New |
| Focus Financial Network, Inc. | 6,360 | $204.5K | 0.01% | +53+0.8% | Added |
| Woodmont Investment Counsel LLC | 6,500 | $207.2K | 0.02% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 6,784 | $216.2K | 0.25% | +6,784 | New |
| Waldron Private Wealth LLC | 6,786 | $218.1K | 0.01% | +421+6.6% | Added |
| EMC Capital Management | 7,314 | $221.0K | 0.45% | −1,337−15.5% | Reduced |
| Green Square Capital Advisors LLC | 7,219 | $230.1K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 7,507 | $239.2K | 0.01% | −383−4.9% | Reduced |
| Advisor Partners II, LLC | 7,563 | $241.0K | 0.01% | +256+3.5% | Added |
| New York Life Investment Management LLC | 7,572 | $241.3K | 0.00% | +7,572 | New |
| ISAM Funds (UK) Ltd | 7,594 | $242.0K | 0.22% | +7,594 | New |
| SG Americas Securities, LLC | 7,627 | $243.0K | 0.00% | −33,811−81.6% | Reduced |
| Zhang Financial LLC | 7,631 | $245.0K | 0.03% | +7,631 | New |
| Advisory Services Network, LLC | 7,737 | $246.6K | 0.01% | −11,168−59.1% | Reduced |
| Globeflex Capital L P | 7,770 | $247.6K | 0.03% | −969−11.1% | Reduced |
| Verition Fund Management LLC | 7,796 | $248.5K | 0.00% | +7,796 | New |
| Change Path, LLC | 7,815 | $249.0K | 0.01% | +7,815 | New |
| Neuberger Berman Group LLC | 7,955 | $253.5K | 0.00% | −18,845−70.3% | Reduced |
| Gladius Capital Management LP | 7,993 | $254.7K | 0.13% | −151−1.9% | Reduced |
| Vestcor Inc | 8,004 | $255.0K | 0.01% | +2,293+40.2% | Added |
| RSM US Wealth Management LLC | 7,944 | $255.5K | 0.01% | −112−1.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $256.4K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 8,064 | $257.0K | 0.01% | −5,307−39.7% | Reduced |
| Centiva Capital, LP | 8,085 | $257.7K | 0.01% | −18,694−69.8% | Reduced |
| Kingsview Wealth Management, LLC | 8,086 | $257.7K | 0.01% | −693−7.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,197 | $261.2K | 0.02% | +825+11.2% | Added |
| Utah Retirement Systems | 8,200 | $261.3K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,212 | $263.1K | 0.00% | +8,212 | New |
| Lombard Odier Asset Management (USA) Corp | 8,561 | $272.8K | 0.03% | +8,561 | New |
| Tradewinds, LLC. | 8,581 | $273.5K | 0.16% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 8,870 | $282.7K | 0.19% | +5,253+145.2% | Added |
| ProShare Advisors LLC | 8,896 | $283.5K | 0.00% | −164−1.8% | Reduced |
| MAI Capital Management | 8,921 | $284.3K | 0.00% | −5,060−36.2% | Reduced |
| Boston Family Office LLC | 9,000 | $286.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,334 | $297.5K | 0.00% | −2,324−19.9% | Reduced |
| Shell Asset Management Co | 9,401 | $300.0K | 0.01% | +9,401 | New |
| HSBC Holdings PLC | 9,503 | $303.3K | 0.00% | −169,621−94.7% | Reduced |
| EHP Funds Inc. | 9,600 | $306.0K | 0.09% | −9,800−50.5% | Reduced |
| Quantinno Capital Management LP | 9,895 | $315.0K | 0.02% | +9,895 | New |
| Fifth Third Bancorp | 9,969 | $317.7K | 0.00% | +241+2.5% | Added |
| Bartlett & Co. Wealth Management LLC | 10,000 | $321.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10,000 | $322.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 10,166 | $324.0K | 0.00% | +372+3.8% | Added |
| 1620 Investment Advisors, Inc. | 10,239 | $326.3K | 0.37% | +10,239 | New |
| Sunbelt Securities, Inc. | 10,263 | $327.1K | 0.05% | +10,263 | New |
| Kiwi Wealth Investments Limited Partnership | 10,392 | $331.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 10,816 | $345.0K | 0.25% | +400+3.8% | Added |
| Veritable, L.P. | 10,893 | $347.2K | 0.01% | +703+6.9% | Added |
| Brown Advisory Inc | 11,104 | $353.9K | 0.00% | +132+1.2% | Added |
| Baird Financial Group, Inc. | 11,368 | $362.3K | 0.00% | +1,467+14.8% | Added |
| Tower Research Capital LLC (TRC) | 11,417 | $363.9K | 0.01% | +8,358+273.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,428 | $364.2K | 0.00% | +11,428 | New |
| Maryland State Retirement & Pension System | 11,587 | $369.3K | 0.01% | −1,147−9.0% | Reduced |
| Aquatic Capital Management LLC | 11,600 | $370.0K | 0.02% | +4,600+65.7% | Added |
| RMB Capital Management, LLC | 11,632 | $370.7K | 0.01% | +11,632 | New |
| Prudential Financial Inc | 10,096 | $371.2K | 0.00% | −28,505−73.8% | Reduced |
| Gallacher Capital Management LLC | 11,711 | $373.2K | 0.22% | −9,810−45.6% | Reduced |
| First Citizens Bank & Trust Co | 11,733 | $373.9K | 0.01% | +497+4.4% | Added |
| Kestra Advisory Services, LLC | 12,162 | $387.6K | 0.00% | +5,158+73.6% | Added |
| Natixis Advisors, L.P. | 12,404 | $395.0K | 0.00% | −6,809−35.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,576 | $400.8K | 0.00% | +664+5.6% | Added |
| State of Wisconsin Investment Board | 12,640 | $402.8K | 0.00% | −8,844−41.2% | Reduced |
| Versor Investments LP | 13,252 | $422.3K | 0.07% | +13,252 | New |
| Securian Asset Management, Inc | 13,566 | $432.3K | 0.01% | −302−2.2% | Reduced |
| Cetera Investment Advisers | 13,728 | $437.5K | 0.00% | −27,494−66.7% | Reduced |
| Tudor Investment Corp Et Al | 13,844 | $441.2K | 0.01% | −171,540−92.5% | Reduced |
| AXA S.A. | 14,300 | $455.7K | 0.00% | −4,000−21.9% | Reduced |
| AE Wealth Management LLC | 14,735 | $469.6K | 0.00% | −1,701−10.3% | Reduced |
| Crossmark Global Holdings, Inc. | 14,115 | $477.0K | 0.01% | −69,207−83.1% | Reduced |
| RBF Capital, LLC | 15,000 | $478.1K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,473 | $493.0K | 0.00% | +15,473 | New |
| Lingohr & Partner Asset Management GmbH | 15,500 | $494.0K | 1.26% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15,837 | $504.7K | 0.34% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,925 | $507.5K | 0.00% | −1,616−9.2% | Reduced |
| River & Mercantile Asset Management LLP | 16,217 | $516.0K | 0.10% | −200−1.2% | Reduced |
| Burns Matteson Capital Management, LLC | 16,305 | $519.6K | 0.32% | +16,305 | New |
| Rockland Trust Co | 16,666 | $531.1K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 16,983 | $541.2K | 0.01% | −1,657−8.9% | Reduced |
| Bank of Nova Scotia | 17,199 | $548.1K | 0.00% | +2,954+20.7% | Added |
| Carlson Capital Management | 17,400 | $554.5K | 0.03% | 00.0% | Unchanged |
| Range Financial Group LLC | 17,407 | $554.8K | 0.35% | −3,226−15.6% | Reduced |
| United Capital Financial Advisers, LLC | 17,472 | $556.8K | 0.00% | −133−0.8% | Reduced |
| Delphia (USA) Inc. | 17,991 | $573.4K | 0.91% | +17,991 | New |
| NJ State Employees Deferred Compensation Plan | 18,000 | $573.7K | 0.08% | 00.0% | Unchanged |
| Ethic Inc. | 18,143 | $578.2K | 0.02% | −2,621−12.6% | Reduced |
| Triumph Capital Management | 18,391 | $591.4K | 0.27% | +7,349+66.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,590 | $592.0K | 0.00% | −314−1.7% | Reduced |
| Pictet Asset Management SA | 18,671 | $595.0K | 0.00% | −801−4.1% | Reduced |
| State of Alaska, Department of Revenue | 18,873 | $601.0K | 0.01% | −2,095−10.0% | Reduced |
| Public Employees Retirement Association of Colorado | 19,190 | $612.0K | 0.00% | −1,719−8.2% | Reduced |
| MSH Capital Advisors LLC | 19,255 | $613.7K | 0.22% | +909+5.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,442 | $619.9K | 0.00% | +19,442 | New |
| Mariner, LLC | 19,527 | $622.3K | 0.00% | −1,731−8.1% | Reduced |
| Virtu Financial LLC | 19,595 | $624.0K | 0.05% | +19,595 | New |
| Parallax Volatility Advisers, L.P. | 20,044 | $638.8K | 0.02% | +20,044 | New |
| CSS LLC | 20,442 | $651.5K | 0.05% | +5,000+32.4% | Added |