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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 2,642 | $113.0K | 0.00% | +1,565+145.3% | Added |
| Signaturefd, LLC | 2,445 | $118.2K | 0.00% | −7−0.3% | Reduced |
| Leonteq Securities AG | 2,483 | $120.1K | 0.02% | −2,678−51.9% | Reduced |
| Principal Securities, Inc. | 2,610 | $126.2K | 0.00% | +2,610 | New |
| Salem Investment Counselors Inc | 2,600 | $126.6K | 0.00% | −200−7.1% | Reduced |
| TD Private Client Wealth LLC | 2,620 | $126.7K | 0.00% | +273+11.6% | Added |
| Simplex Trading, LLC | 2,666 | $128.0K | 0.00% | −19,845−88.2% | Reduced |
| KBC Group NV | 2,736 | $132.0K | 0.00% | +468+20.6% | Added |
| National Bank of Canada | 2,743 | $134.3K | 0.00% | −1,000−26.7% | Reduced |
| Private Trust Co NA | 2,787 | $134.8K | 0.02% | +468+20.2% | Added |
| Harvest Fund Management Co., Ltd | 3,062 | $148.0K | 0.02% | −986−24.4% | Reduced |
| Sage Rock Capital Management LP | 3,300 | $159.6K | 0.62% | +3,300 | New |
| Paladin Advisory Group, LLC | 3,584 | $173.4K | 0.14% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,646 | $176.4K | 0.00% | −173,932−97.9% | Reduced |
| Gladius Capital Management LP | 3,657 | $176.9K | 0.11% | +3,657 | New |
| Proequities, Inc. | 4,071 | $197.4K | 0.01% | +3,818+1,509.1% | Added |
| Armstrong Advisory Group, Inc | 4,110 | $198.8K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 4,141 | $200.3K | 0.01% | −2,822−40.5% | Reduced |
| CIBC Asset Management Inc | 4,207 | $203.5K | 0.00% | +4,207 | New |
| Pinnacle Associates Ltd | 4,221 | $204.2K | 0.00% | +4,221 | New |
| Umb Bank N A | 4,280 | $207.0K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,283 | $207.2K | 0.00% | +4,283 | New |
| Boothbay Fund Management, LLC | 4,355 | $210.7K | 0.01% | +4,355 | New |
| Csenge Advisory Group | 4,463 | $215.9K | 0.01% | +4,463 | New |
| Westshore Wealth, LLC | 4,501 | $217.7K | 0.10% | +4,501 | New |
| Resources Investment Advisors, LLC. | 4,559 | $220.5K | 0.00% | +4,559 | New |
| BCS Wealth Management | 4,611 | $223.0K | 0.08% | +4,611 | New |
| Handelsinvest Investeringsforvaltning | 4,640 | $224.0K | 0.09% | +4,640 | New |
| United Capital Financial Advisers, LLC | 4,646 | $224.7K | 0.00% | −4,171−47.3% | Reduced |
| Profund Advisors LLC | 4,673 | $226.0K | 0.01% | +4,673 | New |
| Parallax Volatility Advisers, L.P. | 4,723 | $228.5K | 0.01% | +4,723 | New |
| Intrust Bank NA | 4,732 | $228.9K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4,772 | $230.8K | 0.15% | +28+0.6% | Added |
| Guyasuta Investment Advisors Inc | 4,800 | $232.2K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,927 | $238.3K | 0.01% | −176−3.4% | Reduced |
| Roof Eidam & Maycock | 5,000 | $241.8K | 0.07% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,000 | $241.8K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $241.8K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,043 | $243.9K | 0.02% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 5,055 | $244.5K | 0.06% | +55+1.1% | Added |
| Diversified Trust Co | 5,153 | $249.3K | 0.01% | +5,153 | New |
| Envestnet Portfolio Solutions, Inc. | 5,158 | $249.5K | 0.00% | −370−6.7% | Reduced |
| Alpha Omega Wealth Management LLC | 5,188 | $251.0K | 0.04% | −525−9.2% | Reduced |
| Washington Trust Co | 5,315 | $257.1K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 5,410 | $261.7K | 0.11% | +40+0.7% | Added |
| CWM, LLC | 5,471 | $265.0K | 0.00% | +1,190+27.8% | Added |
| IHT Wealth Management, LLC | 5,492 | $265.6K | 0.01% | +5,492 | New |
| Two Sigma Investments, LP | 5,500 | $266.0K | 0.00% | +5,500 | New |
| Cetera Investment Advisers | 5,531 | $267.5K | 0.00% | −9,663−63.6% | Reduced |
| Arnhold LLC | 5,600 | $270.9K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,629 | $272.3K | 0.00% | +5,629 | New |
| Rain Capital Management, LLC | 5,632 | $272.4K | 0.19% | +42+0.8% | Added |
| CIBC World Markets Inc. | 5,745 | $278.0K | 0.00% | +5,745 | New |
| Shelton Capital Management | 6,207 | $300.2K | 0.01% | −861−12.2% | Reduced |
| Smartleaf Asset Management LLC | 6,182 | $302.4K | 0.08% | +6,182 | New |
| LMR Partners LLP | 6,256 | $302.6K | 0.01% | +6,256 | New |
| Atria Wealth Solutions, Inc. | 6,279 | $305.7K | 0.00% | +27+0.4% | Added |
| Park National Corp | 6,357 | $307.5K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,378 | $308.5K | 0.00% | +90+1.4% | Added |
| Martingale Asset Management L P | 6,393 | $309.2K | 0.01% | +6,393 | New |
| Balyasny Asset Management LLC | 6,440 | $311.5K | 0.00% | +6,440 | New |
| Focus Financial Network Inc | 6,468 | $314.9K | 0.01% | +6,468 | New |
| Kingsview Wealth Management, LLC | 6,818 | $329.8K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 6,897 | $333.6K | 0.04% | −54,609−88.8% | Reduced |
| Waldron Private Wealth LLC | 6,926 | $337.2K | 0.02% | +16+0.2% | Added |
| Acadian Asset Management LLC | 7,023 | $339.0K | 0.00% | +5,701+431.2% | Added |
| Green Square Capital Advisors LLC | 7,019 | $339.5K | 0.05% | −200−2.8% | Reduced |
| Flagship Harbor Advisors, LLC | 7,019 | $339.5K | 0.02% | +819+13.2% | Added |
| Sawtooth Solutions, LLC | 7,089 | $342.9K | 0.01% | +7,089 | New |
| Bleakley Financial Group, LLC | 7,089 | $342.9K | 0.01% | +7,089 | New |
| Shell Asset Management Co | 7,120 | $344.0K | 0.02% | −2,136−23.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 7,127 | $344.7K | 0.03% | +7,127 | New |
| ProShare Advisors LLC | 7,571 | $366.2K | 0.00% | −653−7.9% | Reduced |
| Truist Financial Corp | 7,617 | $368.4K | 0.00% | +301+4.1% | Added |
| Globeflex Capital L P | 7,770 | $375.8K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,905 | $382.4K | 0.01% | −12,098−60.5% | Reduced |
| RSM US Wealth Management LLC | 7,944 | $386.8K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 8,004 | $387.0K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 8,100 | $391.8K | 0.00% | −200−2.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,227 | $397.9K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 8,325 | $402.7K | 0.00% | +8,325 | New |
| TownSquare Capital, LLC | 8,435 | $408.0K | 0.01% | +1,997+31.0% | Added |
| TriaGen Wealth Management LLC | 8,512 | $411.7K | 0.20% | +8,512 | New |
| Bank of Nova Scotia | 8,521 | $412.1K | 0.00% | −2,509−22.7% | Reduced |
| EMC Capital Management | 8,651 | $418.0K | 0.28% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,894 | $430.2K | 0.24% | −1,145−11.4% | Reduced |
| Boston Family Office LLC | 9,000 | $435.0K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 9,266 | $439.1K | 0.02% | +9,266 | New |
| Private Advisor Group, LLC | 9,079 | $439.1K | 0.00% | +9,079 | New |
| MAI Capital Management | 9,158 | $443.0K | 0.01% | +271+3.0% | Added |
| Farther Finance Advisors, LLC | 9,176 | $443.9K | 0.03% | +9,027+6,058.4% | Added |
| Lecap Asset Management Ltd | 9,508 | $459.9K | 0.17% | +9,508 | New |
| Capital Advisory Group Advisory Services, LLC | 9,544 | $461.6K | 0.25% | −223−2.3% | Reduced |
| 1620 Investment Advisors, Inc. | 9,717 | $470.0K | 0.52% | +9,717 | New |
| Tower Research Capital LLC (TRC) | 9,800 | $474.0K | 0.01% | −312−3.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,867 | $477.3K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,043 | $486.0K | 0.04% | −2,042−16.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,117 | $489.4K | 0.00% | +2,542+33.6% | Added |
| Bartlett & Co. Wealth Management LLC | 10,000 | $492.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10,000 | $493.0K | 0.01% | 00.0% | Unchanged |