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.
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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 7,089 | $342.9K | 0.01% | +7,089 | New |
| Flagship Harbor Advisors, LLC | 7,019 | $339.5K | 0.02% | +819+13.2% | Added |
| Green Square Capital Advisors LLC | 7,019 | $339.5K | 0.05% | −200−2.8% | Reduced |
| Acadian Asset Management LLC | 7,023 | $339.0K | 0.00% | +5,701+431.2% | Added |
| Waldron Private Wealth LLC | 6,926 | $337.2K | 0.02% | +16+0.2% | Added |
| Seven Eight Capital, LP | 6,897 | $333.6K | 0.04% | −54,609−88.8% | Reduced |
| Kingsview Wealth Management, LLC | 6,818 | $329.8K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network Inc | 6,468 | $314.9K | 0.01% | +6,468 | New |
| Balyasny Asset Management LLC | 6,440 | $311.5K | 0.00% | +6,440 | New |
| Martingale Asset Management L P | 6,393 | $309.2K | 0.01% | +6,393 | New |
| Neuberger Berman Group LLC | 6,378 | $308.5K | 0.00% | +90+1.4% | Added |
| Park National Corp | 6,357 | $307.5K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 6,279 | $305.7K | 0.00% | +27+0.4% | Added |
| LMR Partners LLP | 6,256 | $302.6K | 0.01% | +6,256 | New |
| Smartleaf Asset Management LLC | 6,182 | $302.4K | 0.08% | +6,182 | New |
| Shelton Capital Management | 6,207 | $300.2K | 0.01% | −861−12.2% | Reduced |
| CIBC World Markets Inc. | 5,745 | $278.0K | 0.00% | +5,745 | New |
| Rain Capital Management, LLC | 5,632 | $272.4K | 0.19% | +42+0.8% | Added |
| Cetera Advisor Networks LLC | 5,629 | $272.3K | 0.00% | +5,629 | New |
| Arnhold LLC | 5,600 | $270.9K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,531 | $267.5K | 0.00% | −9,663−63.6% | Reduced |
| Two Sigma Investments, LP | 5,500 | $266.0K | 0.00% | +5,500 | New |
| IHT Wealth Management, LLC | 5,492 | $265.6K | 0.01% | +5,492 | New |
| CWM, LLC | 5,471 | $265.0K | 0.00% | +1,190+27.8% | Added |
| Belmont Capital, LLC | 5,410 | $261.7K | 0.11% | +40+0.7% | Added |
| Washington Trust Co | 5,315 | $257.1K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 5,188 | $251.0K | 0.04% | −525−9.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,158 | $249.5K | 0.00% | −370−6.7% | Reduced |
| Diversified Trust Co | 5,153 | $249.3K | 0.01% | +5,153 | New |
| Affinity Capital Advisors, LLC | 5,055 | $244.5K | 0.06% | +55+1.1% | Added |
| Woodmont Investment Counsel LLC | 5,043 | $243.9K | 0.02% | 00.0% | Unchanged |
| 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 |
| Level Four Advisory Services, LLC | 4,927 | $238.3K | 0.01% | −176−3.4% | Reduced |
| Guyasuta Investment Advisors Inc | 4,800 | $232.2K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4,772 | $230.8K | 0.15% | +28+0.6% | Added |
| Intrust Bank NA | 4,732 | $228.9K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 4,723 | $228.5K | 0.01% | +4,723 | New |
| Profund Advisors LLC | 4,673 | $226.0K | 0.01% | +4,673 | New |
| United Capital Financial Advisers, LLC | 4,646 | $224.7K | 0.00% | −4,171−47.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 4,640 | $224.0K | 0.09% | +4,640 | New |
| BCS Wealth Management | 4,611 | $223.0K | 0.08% | +4,611 | New |
| Resources Investment Advisors, LLC. | 4,559 | $220.5K | 0.00% | +4,559 | New |
| Westshore Wealth, LLC | 4,501 | $217.7K | 0.10% | +4,501 | New |
| Csenge Advisory Group | 4,463 | $215.9K | 0.01% | +4,463 | New |
| Boothbay Fund Management, LLC | 4,355 | $210.7K | 0.01% | +4,355 | New |
| EP Wealth Advisors, LLC | 4,283 | $207.2K | 0.00% | +4,283 | New |
| Umb Bank N A | 4,280 | $207.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,221 | $204.2K | 0.00% | +4,221 | New |
| CIBC Asset Management Inc | 4,207 | $203.5K | 0.00% | +4,207 | New |
| Winton Group Ltd | 4,141 | $200.3K | 0.01% | −2,822−40.5% | Reduced |
| Armstrong Advisory Group, Inc | 4,110 | $198.8K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 4,071 | $197.4K | 0.01% | +3,818+1,509.1% | Added |
| Gladius Capital Management LP | 3,657 | $176.9K | 0.11% | +3,657 | New |
| Qube Research & Technologies Ltd | 3,646 | $176.4K | 0.00% | −173,932−97.9% | Reduced |
| Paladin Advisory Group, LLC | 3,584 | $173.4K | 0.14% | 00.0% | Unchanged |
| Sage Rock Capital Management LP | 3,300 | $159.6K | 0.62% | +3,300 | New |
| Harvest Fund Management Co., Ltd | 3,062 | $148.0K | 0.02% | −986−24.4% | Reduced |
| Private Trust Co NA | 2,787 | $134.8K | 0.02% | +468+20.2% | Added |
| National Bank of Canada | 2,743 | $134.3K | 0.00% | −1,000−26.7% | Reduced |
| KBC Group NV | 2,736 | $132.0K | 0.00% | +468+20.6% | Added |
| Simplex Trading, LLC | 2,666 | $128.0K | 0.00% | −19,845−88.2% | Reduced |
| TD Private Client Wealth LLC | 2,620 | $126.7K | 0.00% | +273+11.6% | Added |
| Salem Investment Counselors Inc | 2,600 | $126.6K | 0.00% | −200−7.1% | Reduced |
| Principal Securities, Inc. | 2,610 | $126.2K | 0.00% | +2,610 | New |
| Leonteq Securities AG | 2,483 | $120.1K | 0.02% | −2,678−51.9% | Reduced |
| Signaturefd, LLC | 2,445 | $118.2K | 0.00% | −7−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,642 | $113.0K | 0.00% | +1,565+145.3% | Added |
| Center for Financial Planning, Inc. | 2,303 | $111.4K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,537 | $109.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,240 | $108.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,231 | $107.9K | 0.00% | −7,992−78.2% | Reduced |
| Banque Cantonale Vaudoise | 2,188 | $106.0K | 0.00% | +37+1.7% | Added |
| Covestor Ltd | 1,981 | $96.0K | 0.07% | −3,396−63.2% | Reduced |
| North Star Investment Management Corp. | 1,975 | $95.6K | 0.01% | +1+0.1% | Added |
| Ci Investments Inc. | 1,936 | $94.0K | 0.00% | +42+2.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,870 | $90.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,882 | $85.9K | 0.00% | +625+49.7% | Added |
| Advisory Services Network, LLC | 1,713 | $82.8K | 0.00% | +1,713 | New |
| Lindbrook Capital, LLC | 1,620 | $78.4K | 0.01% | −29−1.8% | Reduced |
| IFP Advisors, Inc | 1,563 | $75.6K | 0.00% | +858+121.7% | Added |
| Quadrant Capital Group LLC | 1,454 | $70.3K | 0.01% | +190+15.0% | Added |
| Atlas Capital Advisors LLC | 1,363 | $65.9K | 0.01% | +1,228+909.6% | Added |
| HM Payson & Co | 1,150 | $55.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,100 | $53.2K | 0.00% | +1,100 | New |
| Cutler Group LP | 1,102 | $53.0K | 0.01% | −5,970−84.4% | Reduced |
| Nomura Asset Management Co Ltd | 1,090 | $52.7K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,000 | $48.0K | 0.00% | +1,000 | New |
| Huntington National Bank | 901 | $43.6K | 0.00% | −14−1.5% | Reduced |
| Assetmark, Inc | 880 | $42.6K | 0.00% | +880 | New |
| Parallel Advisors, LLC | 858 | $41.5K | 0.00% | −110−11.4% | Reduced |
| Archer Investment Corp | 800 | $38.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $38.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 784 | $38.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 756 | $36.6K | 0.03% | +756 | New |
| Chiron Investment Management, LLC | 755 | $36.5K | 0.01% | +755 | New |
| SYSTM Wealth Solutions LLC | 730 | $35.3K | 0.00% | +730 | New |
| FIL Ltd | 709 | $34.3K | 0.00% | +169+31.3% | Added |
| NVWM, LLC | 676 | $32.9K | 0.01% | 00.0% | Unchanged |