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.
Q3 2023 vs. Q2 2023
How the institutions holding H&R Block Inc changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 399 | 4 | 413 | +18 |
| Shares | 135.4M | 19.5K | 132.2M | −3.20M (−2.4%) |
| Value | $4.32B | $619.9K | $5.72B | +$1.40B (+32.4%) |
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (68)
Institutions that held H&R Block Inc at the end of Q3 2023 but not at the end of Q2 2023.
Sold out (50)
Institutions that held H&R Block Inc at the end of Q2 2023 and filed for Q3 2023 without it.
Not filed for Q3 2023 yet (4)
Institutions that held H&R Block Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Pictet Asset Management SA | 18,671 | $595.0K |
| Endurance Wealth Management, Inc. | 502 | $16.0K |
| Piershale Financial Group, Inc. | 227 | $7.23K |
| First Capital Advisors Group, LLC. | 52 | $1.66K |