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, Q4 2023
Institutional positions in H&R Block Inc as of Dec 31, 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
- 469
- +62 vs. Q3 2023
- Shares held
- 126.3M
- −5.79M (−4.4%) vs. Q3 2023
- Total value
- $6.11B
- +$394.2M (+6.9%) vs. Q3 2023
- New holders
- 103
- 124 more added
- Sold out
- 41
- 161 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $145 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $145 | 0.00% | +3 | New |
| Abich Financial Wealth Management LLC | 7 | $339 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 10 | $484 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $532 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 12 | $580 | 0.00% | −13−52.0% | Reduced |
| Gradient Investments LLC | 13 | $629 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 13 | $633 | 0.00% | +13 | New |
| Colonial Trust Advisors | 14 | $677 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 14 | $677 | 0.00% | +7+100.0% | Added |
| Versant Capital Management, Inc | 17 | $822 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $968 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $1.11K | 0.00% | +23 | New |
| Pineridge Advisors LLC | 26 | $1.26K | 0.00% | +26 | New |
| Semmax Financial Advisors Inc. | 31 | $1.48K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $1.65K | 0.00% | +4+13.3% | Added |
| Raleigh Capital Management Inc. | 37 | $1.77K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 40 | $1.94K | 0.00% | +5+14.3% | Added |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $2.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 53 | $2.56K | 0.00% | +46+657.1% | Added |
| McIlrath & Eck, LLC | 60 | $2.90K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 60 | $2.90K | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 66 | $3.19K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 66 | $3.19K | 0.00% | +66 | New |
| Kayne Anderson Rudnick Investment Management LLC | 69 | $3.34K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 73 | $3.53K | 0.00% | +73 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.54K | 0.00% | −10,648−99.3% | Reduced |
| Harbour Investments, Inc. | 76 | $3.68K | 0.00% | +76 | New |
| WealthCollab, LLC | 78 | $3.77K | 0.00% | +78 | New |
| Annapolis Financial Services, LLC | 86 | $4.16K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 94 | $4.55K | 0.00% | +94 | New |
| Impact Partnership Wealth, LLC | 95 | $4.59K | 0.00% | −4,261−97.8% | Reduced |
| Custom Portfolio Group LLC | 100 | $4.84K | 0.00% | +100 | New |
| Wetzel Investment Advisors, Inc. | 107 | $5.00K | 0.00% | +107 | New |
| Lee Financial Co | 113 | $5.50K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 118 | $5.71K | 0.00% | −19−13.9% | Reduced |
| Massmutual Trust Co FSB | 131 | $6.34K | 0.00% | +3+2.3% | Added |
| JFS Wealth Advisors, LLC | 131 | $6.34K | 0.00% | +24+22.4% | Added |
| Steward Partners Investment Advisory, LLC | 150 | $7.26K | 0.00% | −143−48.8% | Reduced |
| Creative Financial Designs Inc | 150 | $7.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $7.74K | 0.00% | +6+3.9% | Added |
| Plato Investment Management Ltd | 164 | $7.93K | 0.01% | +164 | New |
| FSA Wealth Management LLC | 167 | $8.00K | 0.00% | +167 | New |
| LGT Financial Advisors LLC | 167 | $8.08K | 0.01% | +167 | New |
| Fairfield, Bush & Co. | 184 | $8.90K | 0.01% | +184 | New |
| Caldwell Sutter Capital, Inc. | 200 | $9.67K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 201 | $9.71K | 0.00% | +1+0.5% | Added |
| Ibex Wealth Advisors | 217 | $10.5K | 2.28% | −218,963−99.9% | Reduced |
| Retirement Group, LLC | 223 | $10.8K | 0.00% | +2+0.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 224 | $10.8K | 0.00% | +224 | New |
| Northwestern Mutual Wealth Management Co | 249 | $12.0K | 0.00% | −432−63.4% | Reduced |
| Pacific Center for Financial Services | 280 | $13.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 290 | $14.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 185 | $14.3K | 0.00% | +185 | New |
| GAMMA Investing LLC | 339 | $15.9K | 0.00% | +339 | New |
| GHP Investment Advisors, Inc. | 362 | $17.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 389 | $18.8K | 0.00% | −70−15.3% | Reduced |
| Lowe Wealth Advisors, LLC | 406 | $19.6K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 489 | $23.7K | 0.01% | −478−49.4% | Reduced |
| Quarry LP | 493 | $23.8K | 0.01% | +493 | New |
| Tanglewood Legacy Advisors, LLC | 500 | $24.2K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 518 | $25.1K | 0.00% | +248+91.9% | Added |
| EverSource Wealth Advisors, LLC | 528 | $25.5K | 0.00% | −27−4.9% | Reduced |
| Atwood & Palmer Inc | 570 | $27.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 583 | $28.2K | 0.00% | +583 | New |
| PrairieView Partners, LLC | 608 | $29.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 644 | $31.0K | 0.00% | +644 | New |
| NVWM, LLC | 676 | $32.9K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 709 | $34.3K | 0.00% | +169+31.3% | Added |
| SYSTM Wealth Solutions LLC | 730 | $35.3K | 0.00% | +730 | New |
| Chiron Investment Management, LLC | 755 | $36.5K | 0.01% | +755 | New |
| Richardson Financial Services Inc. | 756 | $36.6K | 0.03% | +756 | New |
| Valley National Advisers Inc | 800 | $38.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 784 | $38.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 800 | $38.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 858 | $41.5K | 0.00% | −110−11.4% | Reduced |
| Assetmark, Inc | 880 | $42.6K | 0.00% | +880 | New |
| Huntington National Bank | 901 | $43.6K | 0.00% | −14−1.5% | Reduced |
| Daiwa Securities Group Inc. | 1,000 | $48.0K | 0.00% | +1,000 | New |
| Nomura Asset Management Co Ltd | 1,090 | $52.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,102 | $53.0K | 0.01% | −5,970−84.4% | Reduced |
| Meeder Asset Management Inc | 1,100 | $53.2K | 0.00% | +1,100 | New |
| HM Payson & Co | 1,150 | $55.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,363 | $65.9K | 0.01% | +1,228+909.6% | Added |
| Quadrant Capital Group LLC | 1,454 | $70.3K | 0.01% | +190+15.0% | Added |
| IFP Advisors, Inc | 1,563 | $75.6K | 0.00% | +858+121.7% | Added |
| Lindbrook Capital, LLC | 1,620 | $78.4K | 0.01% | −29−1.8% | Reduced |
| Advisory Services Network, LLC | 1,713 | $82.8K | 0.00% | +1,713 | New |
| Global Retirement Partners, LLC | 1,882 | $85.9K | 0.00% | +625+49.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,870 | $90.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,936 | $94.0K | 0.00% | +42+2.2% | Added |
| North Star Investment Management Corp. | 1,975 | $95.6K | 0.01% | +1+0.1% | Added |
| Covestor Ltd | 1,981 | $96.0K | 0.07% | −3,396−63.2% | Reduced |
| Banque Cantonale Vaudoise | 2,188 | $106.0K | 0.00% | +37+1.7% | Added |
| Allworth Financial LP | 2,231 | $107.9K | 0.00% | −7,992−78.2% | Reduced |
| Bessemer Group Inc | 2,240 | $108.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,537 | $109.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,303 | $111.4K | 0.02% | 00.0% | Unchanged |