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 |
|---|---|---|---|---|---|
| Stephens Inc | 5,000 | $215.3K | 0.00% | +5,000 | New |
| Roof Eidam & Maycock | 5,000 | $215.3K | 0.07% | +5,000 | New |
| Affinity Capital Advisors, LLC | 5,000 | $215.3K | 0.06% | +5,000 | New |
| Bard Financial Services, Inc. | 5,000 | $215.3K | 0.03% | +5,000 | New |
| Woodmont Investment Counsel LLC | 5,043 | $217.2K | 0.02% | −1,457−22.4% | Reduced |
| Level Four Advisory Services, LLC | 5,103 | $219.7K | 0.01% | +5,103 | New |
| Leonteq Securities AG | 5,161 | $222.2K | 0.02% | +86+1.7% | Added |
| Woodline Partners LP | 5,210 | $224.3K | 0.00% | +5,210 | New |
| Walleye Trading LLC | 5,215 | $224.6K | 0.01% | +5,215 | New |
| Washington Trust Co | 5,315 | $228.9K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 5,370 | $231.2K | 0.12% | +4,569+570.4% | Added |
| Covestor Ltd | 5,377 | $232.0K | 0.18% | +1,592+42.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,528 | $238.0K | 0.00% | +5,528 | New |
| Stokes Family Office, LLC | 5,532 | $238.2K | 0.03% | +5,532 | New |
| Rain Capital Management, LLC | 5,590 | $240.7K | 0.23% | +5,590 | New |
| Arnhold LLC | 5,600 | $241.1K | 0.03% | +5,600 | New |
| Two Sigma Securities, LLC | 5,637 | $242.7K | 0.01% | +5,637 | New |
| Alpha Omega Wealth Management LLC | 5,713 | $246.0K | 0.04% | +5,713 | New |
| Flagship Harbor Advisors, LLC | 6,200 | $267.0K | 0.02% | +6,200 | New |
| Neuberger Berman Group LLC | 6,288 | $270.8K | 0.00% | −1,667−21.0% | Reduced |
| Atria Wealth Solutions, Inc. | 6,252 | $271.2K | 0.00% | −78−1.2% | Reduced |
| Park National Corp | 6,357 | $273.7K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,438 | $277.2K | 0.01% | +61+1.0% | Added |
| Focus Financial Network, Inc. | 6,419 | $278.5K | 0.02% | +59+0.9% | Added |
| Kingsview Wealth Management, LLC | 6,818 | $293.6K | 0.01% | −1,268−15.7% | Reduced |
| Waldron Private Wealth LLC | 6,910 | $299.8K | 0.02% | +124+1.8% | Added |
| Winton Group Ltd | 6,963 | $299.8K | 0.02% | +6,963 | New |
| Cutler Group LP | 7,072 | $304.0K | 0.05% | +7,072 | New |
| Shelton Capital Management | 7,068 | $304.3K | 0.01% | −439−5.8% | Reduced |
| Green Square Capital Advisors LLC | 7,219 | $310.9K | 0.04% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 7,300 | $314.3K | 0.00% | −72,100−90.8% | Reduced |
| Truist Financial Corp | 7,316 | $315.0K | 0.00% | −21,995−75.0% | Reduced |
| Advisor Partners II, LLC | 7,529 | $324.2K | 0.01% | −34−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,575 | $326.2K | 0.00% | +7,575 | New |
| Globeflex Capital L P | 7,770 | $334.6K | 0.04% | 00.0% | Unchanged |
| Duality Advisers, LP | 7,917 | $340.9K | 0.04% | +7,917 | New |
| RSM US Wealth Management LLC | 7,944 | $344.6K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 8,004 | $345.0K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 8,117 | $350.0K | 0.03% | +302+3.9% | Added |
| ProShare Advisors LLC | 8,224 | $354.1K | 0.00% | −672−7.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,227 | $354.3K | 0.03% | +30+0.4% | Added |
| Utah Retirement Systems | 8,300 | $357.4K | 0.01% | +100+1.2% | Added |
| ExodusPoint Capital Management, LP | 8,440 | $363.0K | 0.00% | −149,383−94.7% | Reduced |
| Captrust Financial Advisors | 8,577 | $369.3K | 0.00% | +8,577 | New |
| Tradewinds, LLC. | 8,581 | $369.5K | 0.22% | 00.0% | Unchanged |
| EMC Capital Management | 8,651 | $373.0K | 0.27% | +1,337+18.3% | Added |
| United Capital Financial Advisers, LLC | 8,817 | $379.7K | 0.00% | −8,655−49.5% | Reduced |
| MAI Capital Management | 8,887 | $382.7K | 0.01% | −34−0.4% | Reduced |
| Boston Family Office LLC | 9,000 | $388.0K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 9,065 | $390.3K | 0.02% | +9,065 | New |
| Shell Asset Management Co | 9,256 | $399.0K | 0.02% | −145−1.5% | Reduced |
| GWM Advisors LLC | 9,654 | $415.7K | 0.00% | +6,425+199.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 9,767 | $420.6K | 0.24% | −1,049−9.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,867 | $424.9K | 0.00% | +9,867 | New |
| JustInvest LLC | 9,988 | $430.1K | 0.01% | +1,924+23.9% | Added |
| Engineers Gate Manager LP | 9,990 | $430.2K | 0.02% | −25,666−72.0% | Reduced |
| Gallacher Capital Management LLC | 10,039 | $432.3K | 0.27% | −1,672−14.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $433.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10,000 | $434.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,112 | $435.4K | 0.01% | −1,305−11.4% | Reduced |
| Allworth Financial LP | 10,223 | $440.2K | 0.00% | +57+0.6% | Added |
| Sunbelt Securities, Inc. | 10,263 | $441.9K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,364 | $446.3K | 0.00% | +395+4.0% | Added |
| New Vernon Capital Holdings II LLC | 10,400 | $447.8K | 0.39% | +1,530+17.2% | Added |
| AdvisorShares Investments LLC | 10,480 | $451.3K | 0.12% | +10,480 | New |
| Mutual Advisors, LLC | 10,576 | $455.4K | 0.02% | +10,576 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,723 | $461.7K | 0.00% | −1,853−14.7% | Reduced |
| Bank of Nova Scotia | 11,030 | $475.0K | 0.00% | −6,169−35.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 11,003 | $488.0K | 0.02% | −97,237−89.8% | Reduced |
| United Services Automobile Association | 11,383 | $490.2K | 0.01% | +11,383 | New |
| Schonfeld Strategic Advisors LLC | 11,452 | $493.1K | 0.00% | −56,814−83.2% | Reduced |
| Maryland State Retirement & Pension System | 11,587 | $498.9K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 11,632 | $500.9K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 11,675 | $502.7K | 0.01% | −58−0.5% | Reduced |
| Cresset Asset Management, LLC | 11,661 | $505.5K | 0.00% | +3,449+42.0% | Added |
| River & Mercantile Asset Management LLP | 11,807 | $508.5K | 0.12% | −4,410−27.2% | Reduced |
| Versor Investments LP | 11,852 | $510.3K | 0.10% | −1,400−10.6% | Reduced |
| Brown Advisory Inc | 11,902 | $512.5K | 0.00% | +798+7.2% | Added |
| Gsa Capital Partners LLP | 12,085 | $520.0K | 0.04% | +12,085 | New |
| Pinebridge Investments, L.P. | 12,355 | $532.0K | 0.01% | −4,628−27.3% | Reduced |
| Edgestream Partners, L.P. | 12,586 | $542.0K | 0.04% | +12,586 | New |
| Prudential Financial Inc | 12,824 | $552.2K | 0.00% | +2,728+27.0% | Added |
| Securian Asset Management, Inc | 12,898 | $555.4K | 0.02% | −668−4.9% | Reduced |
| Baird Financial Group, Inc. | 13,066 | $562.6K | 0.00% | +1,698+14.9% | Added |
| AXA S.A. | 14,300 | $615.8K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 14,782 | $636.5K | 0.08% | +14,782 | New |
| CSS LLC | 14,790 | $636.9K | 0.05% | −5,652−27.6% | Reduced |
| RBF Capital, LLC | 15,000 | $645.9K | 0.04% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 15,068 | $649.0K | 0.00% | +2,664+21.5% | Added |
| Cetera Investment Advisers | 15,194 | $654.2K | 0.01% | +1,466+10.7% | Added |
| Lingohr & Partner Asset Management GmbH | 15,500 | $667.0K | 1.73% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,755 | $678.4K | 0.00% | −170−1.1% | Reduced |
| Legacy Bridge, LLC | 15,837 | $681.9K | 0.49% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 15,867 | $683.0K | 0.03% | +5,972+60.4% | Added |
| New York Life Investment Management LLC | 16,145 | $695.2K | 0.01% | +8,573+113.2% | Added |
| Range Financial Group LLC | 16,165 | $696.1K | 0.46% | −1,242−7.1% | Reduced |
| Pathstone Family Office, LLC | 16,271 | $702.3K | 0.01% | +16,271 | New |
| Rockland Trust Co | 16,666 | $717.6K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 17,060 | $734.6K | 0.00% | −15,456−47.5% | Reduced |
| Capstone Investment Advisors, LLC | 17,162 | $739.0K | 0.02% | −19,743−53.5% | Reduced |