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, Q3 2023
Institutional positions in H&R Block Inc as of Sep 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
- 413
- +18 vs. Q2 2023
- Shares held
- 132.2M
- −3.20M (−2.4%) vs. Q2 2023
- Total value
- $5.72B
- +$1.40B (+32.4%) vs. Q2 2023
- New holders
- 68
- 127 more added
- Sold out
- 50
- 141 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $96 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6 | $280 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $301 | 0.00% | −18−72.0% | Reduced |
| Horizon Investments, LLC | 7 | $301 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 10 | $430 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 10 | $431 | 0.00% | +10 | New |
| Carmichael Hill & Associates, Inc. | 10 | $449 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $474 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 11 | $474 | 0.00% | +11 | New |
| Gradient Investments LLC | 13 | $560 | 0.00% | −30−69.8% | Reduced |
| Colonial Trust Advisors | 14 | $603 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $732 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $862 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 25 | $913 | 0.00% | +13+108.3% | Added |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $1.29K | 0.00% | +6+25.0% | Added |
| Semmax Financial Advisors Inc. | 31 | $1.41K | 0.00% | +31 | New |
| AdvisorNet Financial, Inc | 35 | $1.51K | 0.00% | +4+12.9% | Added |
| Raleigh Capital Management Inc. | 37 | $1.57K | 0.00% | +37 | New |
| Hexagon Capital Partners LLC | 39 | $1.68K | 0.00% | −19−32.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $1.95K | 0.00% | +45 | New |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $2.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 66 | $2.84K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 69 | $2.97K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 86 | $3.70K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 100 | $4.24K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 107 | $4.61K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 113 | $4.90K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 120 | $5.00K | 0.00% | +120 | New |
| Earnest Partners LLC | 119 | $5.12K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 128 | $5.51K | 0.00% | −13−9.2% | Reduced |
| First Manhattan Co | 133 | $5.73K | 0.00% | +133 | New |
| Atlas Capital Advisors LLC | 135 | $5.81K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 137 | $5.90K | 0.00% | +118+621.1% | Added |
| Farther Finance Advisors, LLC | 149 | $6.41K | 0.00% | +94+170.9% | Added |
| Creative Financial Designs Inc | 150 | $6.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 154 | $6.63K | 0.00% | −29−15.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $8.61K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $8.61K | 0.00% | +50+33.3% | Added |
| Stonebridge Capital Advisors LLC | 216 | $9.30K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 221 | $9.52K | 0.00% | +2+0.9% | Added |
| Proequities, Inc. | 253 | $11.0K | 0.00% | +1+0.4% | Added |
| Exchange Traded Concepts, LLC | 270 | $11.6K | 0.00% | −272−50.2% | Reduced |
| WR Wealth Planners, LLC | 278 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $12.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 290 | $12.5K | 0.00% | +290 | New |
| Steward Partners Investment Advisory, LLC | 293 | $12.6K | 0.00% | +100+51.8% | Added |
| GHP Investment Advisors, Inc. | 362 | $15.5K | 0.00% | +3+0.8% | Added |
| Lowe Wealth Advisors, LLC | 406 | $17.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 459 | $19.8K | 0.00% | +182+65.7% | Added |
| Newbridge Financial Services Group, Inc. | 500 | $21.5K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $21.5K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 540 | $23.3K | 0.00% | +19+3.6% | Added |
| EverSource Wealth Advisors, LLC | 555 | $23.9K | 0.00% | +522+1,581.8% | Added |
| Atwood & Palmer Inc | 570 | $24.5K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 650 | $28.0K | 0.00% | +600+1,200.0% | Added |
| Northwestern Mutual Wealth Management Co | 681 | $29.3K | 0.00% | +473+227.4% | Added |
| NVWM, LLC | 676 | $29.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 705 | $30.4K | 0.00% | −933−57.0% | Reduced |
| Valley National Advisers Inc | 800 | $34.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 784 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,077 | $34.0K | 0.00% | +608+129.6% | Added |
| Archer Investment Corp | 800 | $34.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 915 | $39.4K | 0.00% | −1,213−57.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 967 | $41.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 968 | $41.7K | 0.00% | +181+23.0% | Added |
| Nomura Asset Management Co Ltd | 1,090 | $46.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,150 | $49.5K | 0.00% | +1,150 | New |
| Global Retirement Partners, LLC | 1,257 | $52.7K | 0.00% | +7+0.6% | Added |
| Quadrant Capital Group LLC | 1,264 | $54.4K | 0.01% | +731+137.1% | Added |
| Acadian Asset Management LLC | 1,322 | $56.0K | 0.00% | +1,322 | New |
| Lindbrook Capital, LLC | 1,649 | $71.0K | 0.01% | +2+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,870 | $80.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,894 | $82.0K | 0.00% | +5+0.3% | Added |
| North Star Investment Management Corp. | 1,974 | $85.0K | 0.01% | +1+0.1% | Added |
| Banque Cantonale Vaudoise | 2,151 | $93.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,240 | $97.0K | 0.00% | −130−5.5% | Reduced |
| KBC Group NV | 2,268 | $98.0K | 0.00% | +2,268 | New |
| Center for Financial Planning, Inc. | 2,303 | $99.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 2,319 | $99.9K | 0.01% | +195+9.2% | Added |
| TD Private Client Wealth LLC | 2,347 | $101.1K | 0.00% | +1,047+80.5% | Added |
| Signaturefd, LLC | 2,452 | $105.6K | 0.00% | +43+1.8% | Added |
| Salomon & Ludwin, LLC | 2,537 | $109.2K | 0.01% | +2,537 | New |
| Salem Investment Counselors Inc | 2,800 | $121.5K | 0.00% | −200−6.7% | Reduced |
| Paladin Advisory Group, LLC | 3,584 | $154.3K | 0.13% | 00.0% | Unchanged |
| National Bank of Canada | 3,743 | $158.5K | 0.00% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 3,816 | $164.3K | 0.09% | +3,816 | New |
| Harvest Fund Management Co., Ltd | 4,048 | $174.0K | 0.03% | +4,048 | New |
| Armstrong Advisory Group, Inc | 4,110 | $177.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 4,281 | $184.0K | 0.00% | +2,297+115.8% | Added |
| Umb Bank N A | 4,280 | $184.3K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4,356 | $187.6K | 0.06% | +4,356 | New |
| Intrust Bank NA | 4,732 | $203.8K | 0.03% | +4,732 | New |
| Eagle Bay Advisors LLC | 4,744 | $204.3K | 0.09% | +3,588+310.4% | Added |
| Guyasuta Investment Advisors Inc | 4,800 | $206.7K | 0.02% | +4,800 | New |
| LBMC Investment Advisors, LLC | 5,000 | $207.0K | 0.02% | +5,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,000 | $210.8K | 0.00% | −3,044−37.8% | Reduced |