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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 20,044 | $638.8K | 0.02% | +20,044 | New |
| Virtu Financial LLC | 19,595 | $624.0K | 0.05% | +19,595 | New |
| Mariner, LLC | 19,527 | $622.3K | 0.00% | −1,731−8.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,442 | $619.9K | 0.00% | +19,442 | New |
| MSH Capital Advisors LLC | 19,255 | $613.7K | 0.22% | +909+5.0% | Added |
| Public Employees Retirement Association of Colorado | 19,190 | $612.0K | 0.00% | −1,719−8.2% | Reduced |
| State of Alaska, Department of Revenue | 18,873 | $601.0K | 0.01% | −2,095−10.0% | Reduced |
| Pictet Asset Management SA | 18,671 | $595.0K | 0.00% | −801−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,590 | $592.0K | 0.00% | −314−1.7% | Reduced |
| Triumph Capital Management | 18,391 | $591.4K | 0.27% | +7,349+66.6% | Added |
| Ethic Inc. | 18,143 | $578.2K | 0.02% | −2,621−12.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $573.7K | 0.08% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 17,991 | $573.4K | 0.91% | +17,991 | New |
| United Capital Financial Advisers, LLC | 17,472 | $556.8K | 0.00% | −133−0.8% | Reduced |
| Range Financial Group LLC | 17,407 | $554.8K | 0.35% | −3,226−15.6% | Reduced |
| Carlson Capital Management | 17,400 | $554.5K | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 17,199 | $548.1K | 0.00% | +2,954+20.7% | Added |
| Pinebridge Investments, L.P. | 16,983 | $541.2K | 0.01% | −1,657−8.9% | Reduced |
| Rockland Trust Co | 16,666 | $531.1K | 0.03% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 16,305 | $519.6K | 0.32% | +16,305 | New |
| River & Mercantile Asset Management LLP | 16,217 | $516.0K | 0.10% | −200−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 15,925 | $507.5K | 0.00% | −1,616−9.2% | Reduced |
| Legacy Bridge, LLC | 15,837 | $504.7K | 0.34% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 15,500 | $494.0K | 1.26% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,473 | $493.0K | 0.00% | +15,473 | New |
| RBF Capital, LLC | 15,000 | $478.1K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 14,115 | $477.0K | 0.01% | −69,207−83.1% | Reduced |
| AE Wealth Management LLC | 14,735 | $469.6K | 0.00% | −1,701−10.3% | Reduced |
| AXA S.A. | 14,300 | $455.7K | 0.00% | −4,000−21.9% | Reduced |
| Tudor Investment Corp Et Al | 13,844 | $441.2K | 0.01% | −171,540−92.5% | Reduced |
| Cetera Investment Advisers | 13,728 | $437.5K | 0.00% | −27,494−66.7% | Reduced |
| Securian Asset Management, Inc | 13,566 | $432.3K | 0.01% | −302−2.2% | Reduced |
| Versor Investments LP | 13,252 | $422.3K | 0.07% | +13,252 | New |
| State of Wisconsin Investment Board | 12,640 | $402.8K | 0.00% | −8,844−41.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,576 | $400.8K | 0.00% | +664+5.6% | Added |
| Natixis Advisors, L.P. | 12,404 | $395.0K | 0.00% | −6,809−35.4% | Reduced |
| Kestra Advisory Services, LLC | 12,162 | $387.6K | 0.00% | +5,158+73.6% | Added |
| First Citizens Bank & Trust Co | 11,733 | $373.9K | 0.01% | +497+4.4% | Added |
| Gallacher Capital Management LLC | 11,711 | $373.2K | 0.22% | −9,810−45.6% | Reduced |
| Prudential Financial Inc | 10,096 | $371.2K | 0.00% | −28,505−73.8% | Reduced |
| RMB Capital Management, LLC | 11,632 | $370.7K | 0.01% | +11,632 | New |
| Aquatic Capital Management LLC | 11,600 | $370.0K | 0.02% | +4,600+65.7% | Added |
| Maryland State Retirement & Pension System | 11,587 | $369.3K | 0.01% | −1,147−9.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,428 | $364.2K | 0.00% | +11,428 | New |
| Tower Research Capital LLC (TRC) | 11,417 | $363.9K | 0.01% | +8,358+273.2% | Added |
| Baird Financial Group, Inc. | 11,368 | $362.3K | 0.00% | +1,467+14.8% | Added |
| Brown Advisory Inc | 11,104 | $353.9K | 0.00% | +132+1.2% | Added |
| Veritable, L.P. | 10,893 | $347.2K | 0.01% | +703+6.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,816 | $345.0K | 0.25% | +400+3.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 10,392 | $331.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10,263 | $327.1K | 0.05% | +10,263 | New |
| 1620 Investment Advisors, Inc. | 10,239 | $326.3K | 0.37% | +10,239 | New |
| Allworth Financial LP | 10,166 | $324.0K | 0.00% | +372+3.8% | Added |
| Bartlett & Co. LLC | 10,000 | $322.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,000 | $321.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,969 | $317.7K | 0.00% | +241+2.5% | Added |
| Quantinno Capital Management LP | 9,895 | $315.0K | 0.02% | +9,895 | New |
| EHP Funds Inc. | 9,600 | $306.0K | 0.09% | −9,800−50.5% | Reduced |
| HSBC Holdings PLC | 9,503 | $303.3K | 0.00% | −169,621−94.7% | Reduced |
| Shell Asset Management Co | 9,401 | $300.0K | 0.01% | +9,401 | New |
| Susquehanna International Group, LLP | 9,334 | $297.5K | 0.00% | −2,324−19.9% | Reduced |
| Boston Family Office LLC | 9,000 | $286.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 8,921 | $284.3K | 0.00% | −5,060−36.2% | Reduced |
| ProShare Advisors LLC | 8,896 | $283.5K | 0.00% | −164−1.8% | Reduced |
| New Vernon Capital Holdings II LLC | 8,870 | $282.7K | 0.19% | +5,253+145.2% | Added |
| Tradewinds, LLC. | 8,581 | $273.5K | 0.16% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 8,561 | $272.8K | 0.03% | +8,561 | New |
| Cresset Asset Management, LLC | 8,212 | $263.1K | 0.00% | +8,212 | New |
| Utah Retirement Systems | 8,200 | $261.3K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,197 | $261.2K | 0.02% | +825+11.2% | Added |
| Kingsview Wealth Management, LLC | 8,086 | $257.7K | 0.01% | −693−7.9% | Reduced |
| Centiva Capital, LP | 8,085 | $257.7K | 0.01% | −18,694−69.8% | Reduced |
| JustInvest LLC | 8,064 | $257.0K | 0.01% | −5,307−39.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $256.4K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,944 | $255.5K | 0.01% | −112−1.4% | Reduced |
| Vestcor Inc | 8,004 | $255.0K | 0.01% | +2,293+40.2% | Added |
| Gladius Capital Management LP | 7,993 | $254.7K | 0.13% | −151−1.9% | Reduced |
| Neuberger Berman Group LLC | 7,955 | $253.5K | 0.00% | −18,845−70.3% | Reduced |
| Change Path, LLC | 7,815 | $249.0K | 0.01% | +7,815 | New |
| Verition Fund Management LLC | 7,796 | $248.5K | 0.00% | +7,796 | New |
| Globeflex Capital L P | 7,770 | $247.6K | 0.03% | −969−11.1% | Reduced |
| Advisory Services Network, LLC | 7,737 | $246.6K | 0.01% | −11,168−59.1% | Reduced |
| Zhang Financial LLC | 7,631 | $245.0K | 0.03% | +7,631 | New |
| SG Americas Securities, LLC | 7,627 | $243.0K | 0.00% | −33,811−81.6% | Reduced |
| ISAM Funds (UK) Ltd | 7,594 | $242.0K | 0.22% | +7,594 | New |
| New York Life Investment Management LLC | 7,572 | $241.3K | 0.00% | +7,572 | New |
| Advisor Partners II, LLC | 7,563 | $241.0K | 0.01% | +256+3.5% | Added |
| Shelton Capital Management | 7,507 | $239.2K | 0.01% | −383−4.9% | Reduced |
| Green Square Capital Advisors LLC | 7,219 | $230.1K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 7,314 | $221.0K | 0.45% | −1,337−15.5% | Reduced |
| Waldron Private Wealth LLC | 6,786 | $218.1K | 0.01% | +421+6.6% | Added |
| Alterna Wealth Management, Inc | 6,784 | $216.2K | 0.25% | +6,784 | New |
| Woodmont Investment Counsel LLC | 6,500 | $207.2K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 6,360 | $204.5K | 0.01% | +53+0.8% | Added |
| Qsemble Capital Management, LP | 6,400 | $204.0K | 0.14% | +6,400 | New |
| Atria Wealth Solutions, Inc. | 6,330 | $203.6K | 0.00% | −30−0.5% | Reduced |
| TownSquare Capital, LLC | 6,377 | $203.2K | 0.00% | +6,377 | New |
| Kendall Capital Management | 6,385 | $203.0K | 0.09% | +6,385 | New |
| Park National Corp | 6,357 | $202.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 5,315 | $169.4K | 0.01% | 00.0% | Unchanged |