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, 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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 5,075 | $161.7K | 0.02% | +3,578+239.0% | Added |
| Sage Rock Capital Management LP | 4,400 | $140.2K | 0.17% | +4,400 | New |
| Umb Bank N A | 4,280 | $136.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,110 | $131.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,785 | $121.0K | 0.09% | +622+19.7% | Added |
| National Bank of Canada | 3,743 | $119.3K | 0.00% | −20,461−84.5% | Reduced |
| Paladin Advisory Group, LLC | 3,584 | $114.2K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,229 | $102.9K | 0.00% | −6,158−65.6% | Reduced |
| Salem Investment Counselors Inc | 3,000 | $96.6K | 0.00% | −500−14.3% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,623 | $84.0K | 0.00% | +2,520+2,446.6% | Added |
| Signaturefd, LLC | 2,409 | $76.8K | 0.00% | −125−4.9% | Reduced |
| Bessemer Group Inc | 2,370 | $75.0K | 0.00% | +123+5.5% | Added |
| Center for Financial Planning, Inc. | 2,303 | $73.4K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,232 | $71.8K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,151 | $69.0K | 0.00% | +2,151 | New |
| Huntington National Bank | 2,128 | $67.8K | 0.00% | −337−13.7% | Reduced |
| Private Trust Co NA | 2,124 | $67.7K | 0.01% | +505+31.2% | Added |
| CWM, LLC | 1,984 | $63.0K | 0.00% | +907+84.2% | Added |
| North Star Investment Management Corp. | 1,973 | $62.9K | 0.01% | +2+0.1% | Added |
| Ci Investments Inc. | 1,889 | $60.0K | 0.00% | −10,088−84.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,870 | $59.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,647 | $52.5K | 0.01% | +213+14.9% | Added |
| WealthPLAN Partners, LLC | 1,490 | $47.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,638 | $45.7K | 0.00% | −51−3.0% | Reduced |
| TD Private Client Wealth LLC | 1,300 | $41.4K | 0.00% | −720−35.6% | Reduced |
| Quarry LP | 1,290 | $41.1K | 0.03% | +674+109.4% | Added |
| Global Retirement Partners, LLC | 1,250 | $39.9K | 0.00% | −105−7.7% | Reduced |
| Eagle Bay Advisors LLC | 1,156 | $36.8K | 0.02% | +1,148+14,350.0% | Added |
| Nomura Asset Management Co Ltd | 1,090 | $34.7K | 0.00% | −82,580−98.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 967 | $30.8K | 0.01% | +967 | New |
| Valley National Advisers Inc | 800 | $26.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 801 | $25.5K | 0.01% | −77−8.8% | Reduced |
| Archer Investment Corp | 800 | $25.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 787 | $25.1K | 0.00% | −77−8.9% | Reduced |
| Tradition Wealth Management, LLC | 784 | $25.0K | 0.00% | −250−24.2% | Reduced |
| NVWM, LLC | 676 | $21.7K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $19.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $18.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 542 | $17.3K | 0.00% | +542 | New |
| Quadrant Capital Group LLC | 533 | $17.0K | 0.00% | −189−26.2% | Reduced |
| FIL Ltd | 521 | $16.6K | 0.00% | +211+68.1% | Added |
| 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 |
| 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 |
| Lowe Wealth Advisors, LLC | 406 | $12.9K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 359 | $12.7K | 0.00% | +6+1.7% | Added |
| Harbor Capital Advisors, Inc. | 308 | $9.82K | 0.00% | +308 | New |
| Pacific Center for Financial Services | 280 | $8.92K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 278 | $8.86K | 0.00% | −65−19.0% | Reduced |
| Parkside Financial Bank & Trust | 277 | $8.83K | 0.00% | −106−27.7% | Reduced |
| Proequities, Inc. | 252 | $8.09K | 0.00% | −1,430−85.0% | Reduced |
| Piershale Financial Group, Inc. | 227 | $7.23K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 219 | $6.98K | 0.00% | +2+0.9% | Added |
| Stonebridge Capital Advisors LLC | 216 | $6.88K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 208 | $6.63K | 0.00% | −1−0.5% | Reduced |
| Amundi | 201 | $6.51K | 0.00% | −656−76.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $6.37K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 193 | $6.15K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 184 | $5.86K | 0.00% | +184 | New |
| Bell Investment Advisors, Inc | 183 | $5.83K | 0.00% | +38+26.2% | Added |
| Creative Financial Designs Inc | 150 | $4.78K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $4.78K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 141 | $4.49K | 0.00% | +24+20.5% | Added |
| Atlas Capital Advisors LLC | 135 | $4.30K | 0.00% | −1,891−93.3% | Reduced |
| Earnest Partners LLC | 119 | $3.79K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 113 | $3.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $3.41K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 86 | $2.74K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 69 | $2.20K | 0.00% | +53+331.3% | Added |
| Twin Tree Management, LP | 67 | $2.13K | 0.00% | −16,279−99.6% | Reduced |
| Farmers & Merchants Investments Inc | 66 | $2.10K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $1.91K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 58 | $1.85K | 0.00% | −62−51.7% | Reduced |
| Farther Finance Advisors, LLC | 55 | $1.75K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 52 | $1.66K | 0.00% | +52 | New |
| Cary Street Partner Investment Advisory LLC | 50 | $1.59K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 43 | $1.37K | 0.00% | +43 | New |
| EverSource Wealth Advisors, LLC | 33 | $1.05K | 0.00% | −28−45.9% | Reduced |
| 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 |
| AdvisorNet Financial, Inc | 31 | $988 | 0.00% | +28+933.3% | Added |
| Disciplined Investments, LLC | 27 | $860 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 25 | $797 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $765 | 0.00% | +1+4.3% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $638 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 19 | $606 | 0.00% | +19 | New |
| Versant Capital Management, Inc | 17 | $542 | 0.00% | +5+41.7% | Added |
| Colonial Trust Advisors | 14 | $446 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 13 | $417 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 12 | $384 | 0.00% | +12 | New |
| Glassman Wealth Services | 11 | $351 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $329 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $289 | 0.00% | −1,404−99.4% | Reduced |
| Horizon Investments, LLC | 7 | $223 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 3 | $96 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 7,096 | $10 | 0.00% | +7,096 | New |
| ORG Partners LLC | 6 | $0 | 0.00% | +6 | New |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −258,483−100.0% | Sold out |