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 |
|---|---|---|---|---|---|
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −177,053−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −92,746−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −80,538−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −73,276−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −67,045−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −60,546−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −51,778−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −51,715−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −44,239−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −42,451−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −40,438−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −38,600−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −37,517−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −33,837−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −33,400−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −32,382−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −31,565−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −28,712−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −28,155−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −27,980−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −25,197−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −23,574−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −23,028−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −22,490−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −21,050−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −20,261−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −19,234−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −18,374−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −17,520−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −16,746−100.0% | Sold out |
| TSP Capital Management Group, LLC | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −15,472−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −13,834−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −13,217−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −12,670−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −12,635−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,710−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −7,127−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,121−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −7,031−100.0% | Sold out |
| Alpha Omega Wealth Management LLC | 0 | $0 | 0.00% | −7,011−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −6,804−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −6,283−100.0% | Sold out |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −6,157−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,779−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −4,085−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,501−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ibex Wealth Advisors | – | – | – | – | Not filed |
| ETF Managers Group, LLC | – | – | – | – | Not filed |
| Kula Investments, LLC | – | – | – | – | Not filed |