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, Q1 2024
Institutional positions in H&R Block Inc as of Mar 31, 2024. 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
- 480
- +16 vs. Q4 2023
- Shares held
- 128.1M
- +1.93M (+1.5%) vs. Q4 2023
- Total value
- $6.29B
- +$178.9M (+2.9%) vs. Q4 2023
- New holders
- 64
- 150 more added
- Sold out
- 48
- 179 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 2 | $98 | 0.00% | −1−33.3% | Reduced |
| Tfo-TDC, LLC | 3 | $147 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $196 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 4 | $196 | 0.00% | +4 | New |
| ORG Partners LLC | 6 | $314 | 0.00% | +6 | New |
| Global Assets Advisory, LLC | 17,793 | $369 | 0.02% | +17,793 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $393 | 0.00% | +8 | New |
| Delos Wealth Advisors, LLC | 9 | $442 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 10 | $476 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $638 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $737 | 0.00% | −25−62.5% | Reduced |
| Versant Capital Management, Inc | 17 | $835 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $983 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $1.13K | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.13K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 25 | $1.23K | 0.00% | +11+78.6% | Added |
| Quest Partners LLC | 25 | $1.23K | 0.00% | +25 | New |
| Tucker Asset Management LLC | 27 | $1.33K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 32 | $1.57K | 0.00% | −2−5.9% | Reduced |
| Planning Capital Management Corp | 33 | $1.62K | 0.00% | +33 | New |
| Semmax Financial Advisors Inc. | 32 | $1.67K | 0.00% | +1+3.2% | Added |
| GoalVest Advisory LLC | 40 | $1.96K | 0.00% | −20−33.3% | Reduced |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $2.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 52 | $2.55K | 0.00% | −21−28.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $2.60K | 0.00% | −16−23.2% | Reduced |
| First Horizon Advisors, Inc. | 53 | $2.60K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 55 | $2.70K | 0.00% | +55 | New |
| McIlrath & Eck, LLC | 60 | $2.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 61 | $3.00K | 0.00% | −5−7.6% | Reduced |
| VitalStone Financial, LLC | 56 | $3.00K | 0.00% | +56 | New |
| Abich Financial Wealth Management LLC | 62 | $3.04K | 0.00% | +55+785.7% | Added |
| Bogart Wealth, LLC | 66 | $3.24K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.68K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 76 | $3.73K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 76 | $3.73K | 0.00% | +76 | New |
| WealthCollab, LLC | 78 | $3.83K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 83 | $4.08K | 0.00% | −435−84.0% | Reduced |
| Custom Portfolio Group LLC | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 108 | $5.30K | 0.00% | +14+14.9% | Added |
| South State Corp. | 115 | $5.65K | 0.00% | +115 | New |
| LRI Investments, LLC | 121 | $5.94K | 0.00% | +121 | New |
| JFS Wealth Advisors, LLC | 130 | $6.38K | 0.00% | −1−0.8% | Reduced |
| Massmutual Trust Co FSB | 131 | $6.43K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 135 | $6.63K | 0.00% | −1,228−90.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 151 | $7.03K | 0.00% | +44+41.1% | Added |
| Creative Financial Designs Inc | 150 | $7.37K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $7.37K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 164 | $8.05K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 167 | $8.20K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 167 | $8.20K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 170 | $8.35K | 0.00% | +52+44.1% | Added |
| Bell Investment Advisors, Inc | 177 | $8.69K | 0.00% | +17+10.6% | Added |
| Assetmark, Inc | 188 | $9.25K | 0.00% | −692−78.6% | Reduced |
| Abound Wealth Management | 200 | $9.82K | 0.00% | −1−0.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $9.82K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 217 | $10.7K | 0.00% | −32−12.9% | Reduced |
| Retirement Group, LLC | 224 | $11.0K | 0.00% | +1+0.4% | Added |
| Pacific Center for Financial Services | 280 | $13.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 287 | $14.1K | 0.00% | +287 | New |
| Central Trust Co | 335 | $16.5K | 0.00% | +45+15.5% | Added |
| GAMMA Investing LLC | 339 | $16.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 364 | $17.9K | 0.00% | +2+0.6% | Added |
| Rise Advisors, LLC | 393 | $19.3K | 0.01% | +393 | New |
| CoreCap Advisors, LLC | 403 | $19.8K | 0.00% | +403 | New |
| Lowe Wealth Advisors, LLC | 406 | $19.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 463 | $22.7K | 0.00% | +74+19.0% | Added |
| Cherry Tree Wealth Management, LLC | 489 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $24.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 541 | $25.6K | 0.00% | +13+2.5% | Added |
| Mather Group, LLC. | 575 | $27.8K | 0.00% | +575 | New |
| Atwood & Palmer Inc | 570 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 583 | $28.1K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $30.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 668 | $32.0K | 0.00% | +24+3.7% | Added |
| NVWM, LLC | 676 | $33.4K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 763 | $37.5K | 0.00% | +33+4.5% | Added |
| FIL Ltd | 790 | $38.8K | 0.00% | +81+11.4% | Added |
| Valley National Advisers Inc | 800 | $39.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 800 | $39.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 850 | $41.7K | 0.00% | −8−0.9% | Reduced |
| Cutler Group LP | 941 | $46.0K | 0.02% | −161−14.6% | Reduced |
| Huntington National Bank | 974 | $47.8K | 0.00% | +73+8.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,005 | $49.4K | 0.02% | +1,005 | New |
| IFP Advisors, Inc | 1,064 | $52.2K | 0.00% | −499−31.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,090 | $53.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,120 | $55.1K | 0.01% | +1,120 | New |
| HM Payson & Co | 1,150 | $56.5K | 0.00% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 1,327 | $65.2K | 0.03% | +572+75.8% | Added |
| Quadrant Capital Group LLC | 1,425 | $70.0K | 0.01% | −29−2.0% | Reduced |
| Richardson Financial Services Inc. | 1,501 | $73.7K | 0.05% | +745+98.5% | Added |
| Lindbrook Capital, LLC | 1,599 | $78.5K | 0.01% | −21−1.3% | Reduced |
| Covestor Ltd | 1,771 | $87.0K | 0.06% | −210−10.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,870 | $91.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,977 | $97.1K | 0.01% | +2+0.1% | Added |
| State of Wyoming | 1,996 | $98.0K | 0.02% | +1,996 | New |
| Impact Partnership Wealth, LLC | 2,052 | $100.8K | 0.04% | +1,957+2,060.0% | Added |
| CIBC Private Wealth Group, LLC | 2,226 | $107.3K | 0.00% | +2,226 | New |
| Bessemer Group Inc | 2,240 | $110.0K | 0.00% | 00.0% | Unchanged |