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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 2,283 | $112.1K | 0.01% | −504−18.1% | Reduced |
| Center for Financial Planning, Inc. | 2,303 | $113.1K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,393 | $117.5K | 0.02% | −90−3.6% | Reduced |
| Banque Cantonale Vaudoise | 2,396 | $118.0K | 0.00% | +208+9.5% | Added |
| Salem Investment Counselors Inc | 2,400 | $118.6K | 0.00% | −200−7.7% | Reduced |
| Global Retirement Partners, LLC | 2,444 | $120.0K | 0.00% | +562+29.9% | Added |
| Allworth Financial LP | 2,523 | $123.9K | 0.00% | +292+13.1% | Added |
| Salomon & Ludwin, LLC | 2,537 | $124.6K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,625 | $128.9K | 0.13% | −1,032−28.2% | Reduced |
| Ci Investments Inc. | 2,717 | $133.0K | 0.00% | +781+40.3% | Added |
| National Bank of Canada | 2,527 | $135.3K | 0.00% | −216−7.9% | Reduced |
| Ronald Blue Trust, Inc. | 2,992 | $146.9K | 0.00% | +350+13.2% | Added |
| Handelsinvest Investeringsforvaltning | 3,055 | $150.0K | 0.07% | −1,585−34.2% | Reduced |
| KBC Group NV | 3,125 | $153.0K | 0.00% | +389+14.2% | Added |
| Signaturefd, LLC | 3,509 | $172.3K | 0.00% | +1,064+43.5% | Added |
| Paladin Advisory Group, LLC | 3,584 | $172.8K | 0.14% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,646 | $179.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,998 | $194.5K | 0.04% | −2,184−35.3% | Reduced |
| Belmont Capital, LLC | 4,000 | $196.4K | 0.05% | −1,410−26.1% | Reduced |
| TD Private Client Wealth LLC | 4,015 | $197.2K | 0.01% | +1,395+53.2% | Added |
| Armstrong Advisory Group, Inc | 4,110 | $198.8K | 0.02% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 4,120 | $202.3K | 0.14% | +4,120 | New |
| EP Wealth Advisors, LLC | 4,146 | $203.6K | 0.00% | −137−3.2% | Reduced |
| CIBC Asset Management Inc | 4,207 | $206.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,296 | $211.0K | 0.00% | +16+0.4% | Added |
| Principal Securities, Inc. | 4,320 | $212.2K | 0.01% | +1,710+65.5% | Added |
| Pinnacle Associates Ltd | 4,327 | $212.5K | 0.00% | +106+2.5% | Added |
| NDVR, Inc. | 4,330 | $212.6K | 0.20% | +4,330 | New |
| CWM, LLC | 4,402 | $216.0K | 0.00% | −1,069−19.5% | Reduced |
| Westshore Wealth, LLC | 4,403 | $216.2K | 0.09% | −98−2.2% | Reduced |
| Next Level Private LLC | 4,408 | $216.5K | 0.10% | +4,408 | New |
| Resources Investment Advisors, LLC. | 4,549 | $223.4K | 0.00% | −10−0.2% | Reduced |
| BCS Wealth Management | 4,611 | $226.0K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,604 | $226.1K | 0.01% | +4,604 | New |
| Globeflex Capital L P | 4,663 | $229.0K | 0.02% | −3,107−40.0% | Reduced |
| Coldstream Capital Management Inc | 4,696 | $230.6K | 0.01% | +4,696 | New |
| Guyasuta Investment Advisors Inc | 4,800 | $232.2K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 4,732 | $232.4K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,807 | $236.1K | 0.00% | −1,586−24.8% | Reduced |
| Level Four Advisory Services, LLC | 4,927 | $238.3K | 0.01% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 5,000 | $245.6K | 0.07% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $245.6K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,000 | $245.6K | 0.03% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 5,030 | $247.0K | 0.08% | +5,030 | New |
| Woodmont Investment Counsel LLC | 5,043 | $247.7K | 0.02% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 5,055 | $248.3K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 5,035 | $248.9K | 0.16% | +263+5.5% | Added |
| Walleye Trading LLC | 5,077 | $249.3K | 0.00% | −32,120−86.4% | Reduced |
| Washington Trust Co | 5,100 | $250.5K | 0.01% | −215−4.0% | Reduced |
| Alpha Omega Wealth Management LLC | 5,111 | $251.0K | 0.05% | −77−1.5% | Reduced |
| CWA Asset Management Group, LLC | 5,182 | $254.5K | 0.02% | +5,182 | New |
| Envestnet Portfolio Solutions, Inc. | 5,231 | $256.9K | 0.00% | +73+1.4% | Added |
| IHT Wealth Management, LLC | 5,289 | $259.7K | 0.01% | −203−3.7% | Reduced |
| EHP Funds Inc. | 5,300 | $260.3K | 0.18% | +5,300 | New |
| Two Sigma Investments, LP | 5,500 | $270.1K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,518 | $271.0K | 0.01% | +845+18.1% | Added |
| EMC Capital Management | 5,512 | $271.0K | 0.16% | −3,139−36.3% | Reduced |
| Captrust Financial Advisors | 5,552 | $272.7K | 0.00% | −7,855−58.6% | Reduced |
| Arnhold LLC | 5,600 | $275.0K | 0.03% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 5,593 | $276.5K | 0.04% | +5,593 | New |
| Rain Capital Management, LLC | 5,680 | $279.0K | 0.19% | +48+0.9% | Added |
| Simplicity Wealth,LLC | 5,829 | $286.3K | 0.01% | +5,829 | New |
| Bleakley Financial Group, LLC | 5,835 | $286.6K | 0.01% | −1,254−17.7% | Reduced |
| Proequities, Inc. | 5,869 | $290.0K | 0.02% | +1,798+44.2% | Added |
| Daiwa Securities Group Inc. | 6,000 | $295.0K | 0.00% | +5,000+500.0% | Added |
| Csenge Advisory Group | 6,173 | $303.2K | 0.02% | +1,710+38.3% | Added |
| Shelton Capital Management | 6,207 | $304.8K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 6,556 | $305.3K | 0.01% | +6,556 | New |
| Occudo Quantitative Strategies LP | 6,276 | $308.2K | 0.05% | +6,276 | New |
| Atria Wealth Solutions, Inc. | 6,254 | $309.2K | 0.00% | −25−0.4% | Reduced |
| Park National Corp | 6,357 | $312.2K | 0.01% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 6,398 | $314.2K | 0.13% | +6,398 | New |
| Kingsview Wealth Management, LLC | 6,507 | $319.6K | 0.01% | −311−4.6% | Reduced |
| Neuberger Berman Group LLC | 6,598 | $324.0K | 0.00% | +220+3.4% | Added |
| CIBC World Markets Inc. | 6,655 | $327.0K | 0.00% | +910+15.8% | Added |
| ProShare Advisors LLC | 6,806 | $334.2K | 0.00% | −765−10.1% | Reduced |
| Qsemble Capital Management, LP | 6,823 | $335.1K | 0.07% | +6,823 | New |
| Truist Financial Corp | 6,924 | $340.0K | 0.00% | −693−9.1% | Reduced |
| Waldron Private Wealth LLC | 6,908 | $341.5K | 0.02% | −18−0.3% | Reduced |
| Bank of Nova Scotia | 6,956 | $341.6K | 0.00% | −1,565−18.4% | Reduced |
| Flagship Harbor Advisors, LLC | 6,986 | $343.1K | 0.02% | −33−0.5% | Reduced |
| Green Square Capital Advisors LLC | 7,019 | $344.7K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,456 | $350.0K | 0.02% | −664−9.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 7,137 | $350.5K | 0.02% | +10+0.1% | Added |
| Lido Advisors, LLC | 7,101 | $350.9K | 0.00% | +7,101 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,167 | $352.0K | 0.00% | −2,700−27.4% | Reduced |
| Private Advisor Group, LLC | 7,406 | $363.7K | 0.00% | −1,673−18.4% | Reduced |
| Ziegler Capital Management, LLC | 24,628 | $364.3K | 0.01% | −1,631−6.2% | Reduced |
| Empowered Funds, LLC | 7,435 | $365.1K | 0.01% | −16,757−69.3% | Reduced |
| XTX Topco Ltd | 7,699 | $378.1K | 0.05% | +7,699 | New |
| Dark Forest Capital Management LP | 7,808 | $383.5K | 0.06% | +7,808 | New |
| Kapitalo Investimentos Ltda | 7,835 | $384.8K | 0.08% | −5,777−42.4% | Reduced |
| Wedmont Private Capital | 8,290 | $388.5K | 0.03% | −4,081−33.0% | Reduced |
| Utah Retirement Systems | 8,000 | $392.9K | 0.00% | −100−1.2% | Reduced |
| ClearAlpha Technologies LP | 8,221 | $403.7K | 0.17% | −7,345−47.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,227 | $404.0K | 0.03% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 8,395 | $412.3K | 0.27% | −6,840−44.9% | Reduced |
| 1620 Investment Advisors, Inc. | 8,425 | $413.7K | 0.42% | −1,292−13.3% | Reduced |
| TriaGen Wealth Management LLC | 8,439 | $414.4K | 0.17% | −73−0.9% | Reduced |
| Tradewinds, LLC. | 8,581 | $421.4K | 0.37% | +8,581 | New |