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, 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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 6,956 | $341.6K | 0.00% | −1,565−18.4% | Reduced |
| Waldron Private Wealth LLC | 6,908 | $341.5K | 0.02% | −18−0.3% | Reduced |
| Truist Financial Corp | 6,924 | $340.0K | 0.00% | −693−9.1% | Reduced |
| Qsemble Capital Management, LP | 6,823 | $335.1K | 0.07% | +6,823 | New |
| ProShare Advisors LLC | 6,806 | $334.2K | 0.00% | −765−10.1% | Reduced |
| CIBC World Markets Inc. | 6,655 | $327.0K | 0.00% | +910+15.8% | Added |
| Neuberger Berman Group LLC | 6,598 | $324.0K | 0.00% | +220+3.4% | Added |
| Kingsview Wealth Management, LLC | 6,507 | $319.6K | 0.01% | −311−4.6% | Reduced |
| Delap Wealth Advisory, LLC | 6,398 | $314.2K | 0.13% | +6,398 | New |
| Park National Corp | 6,357 | $312.2K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 6,254 | $309.2K | 0.00% | −25−0.4% | Reduced |
| Occudo Quantitative Strategies LP | 6,276 | $308.2K | 0.05% | +6,276 | New |
| Focus Financial Network, Inc. | 6,556 | $305.3K | 0.01% | +6,556 | New |
| Shelton Capital Management | 6,207 | $304.8K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,173 | $303.2K | 0.02% | +1,710+38.3% | Added |
| Daiwa Securities Group Inc. | 6,000 | $295.0K | 0.00% | +5,000+500.0% | Added |
| Proequities, Inc. | 5,869 | $290.0K | 0.02% | +1,798+44.2% | Added |
| Bleakley Financial Group, LLC | 5,835 | $286.6K | 0.01% | −1,254−17.7% | Reduced |
| Simplicity Wealth,LLC | 5,829 | $286.3K | 0.01% | +5,829 | New |
| Rain Capital Management, LLC | 5,680 | $279.0K | 0.19% | +48+0.9% | Added |
| Grey Street Capital, LLC | 5,593 | $276.5K | 0.04% | +5,593 | New |
| Arnhold LLC | 5,600 | $275.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,552 | $272.7K | 0.00% | −7,855−58.6% | Reduced |
| EMC Capital Management | 5,512 | $271.0K | 0.16% | −3,139−36.3% | Reduced |
| Profund Advisors LLC | 5,518 | $271.0K | 0.01% | +845+18.1% | Added |
| Two Sigma Investments, LP | 5,500 | $270.1K | 0.00% | 00.0% | Unchanged |
| EHP Funds Inc. | 5,300 | $260.3K | 0.18% | +5,300 | New |
| IHT Wealth Management, LLC | 5,289 | $259.7K | 0.01% | −203−3.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,231 | $256.9K | 0.00% | +73+1.4% | Added |
| CWA Asset Management Group, LLC | 5,182 | $254.5K | 0.02% | +5,182 | New |
| Alpha Omega Wealth Management LLC | 5,111 | $251.0K | 0.05% | −77−1.5% | Reduced |
| Washington Trust Co | 5,100 | $250.5K | 0.01% | −215−4.0% | Reduced |
| Walleye Trading LLC | 5,077 | $249.3K | 0.00% | −32,120−86.4% | Reduced |
| Eagle Bay Advisors LLC | 5,035 | $248.9K | 0.16% | +263+5.5% | Added |
| Affinity Capital Advisors, LLC | 5,055 | $248.3K | 0.06% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,043 | $247.7K | 0.02% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 5,030 | $247.0K | 0.08% | +5,030 | New |
| 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 |
| Level Four Advisory Services, LLC | 4,927 | $238.3K | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,807 | $236.1K | 0.00% | −1,586−24.8% | Reduced |
| Intrust Bank NA | 4,732 | $232.4K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,800 | $232.2K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,696 | $230.6K | 0.01% | +4,696 | New |
| Globeflex Capital L P | 4,663 | $229.0K | 0.02% | −3,107−40.0% | Reduced |
| PFG Investments, LLC | 4,604 | $226.1K | 0.01% | +4,604 | New |
| BCS Wealth Management | 4,611 | $226.0K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,549 | $223.4K | 0.00% | −10−0.2% | Reduced |
| Next Level Private LLC | 4,408 | $216.5K | 0.10% | +4,408 | New |
| Westshore Wealth, LLC | 4,403 | $216.2K | 0.09% | −98−2.2% | Reduced |
| CWM, LLC | 4,402 | $216.0K | 0.00% | −1,069−19.5% | Reduced |
| NDVR, Inc. | 4,330 | $212.6K | 0.20% | +4,330 | New |
| Pinnacle Associates Ltd | 4,327 | $212.5K | 0.00% | +106+2.5% | Added |
| Principal Securities, Inc. | 4,320 | $212.2K | 0.01% | +1,710+65.5% | Added |
| Umb Bank N A | 4,296 | $211.0K | 0.00% | +16+0.4% | Added |
| CIBC Asset Management Inc | 4,207 | $206.6K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,146 | $203.6K | 0.00% | −137−3.2% | Reduced |
| Barnett & Company, Inc. | 4,120 | $202.3K | 0.14% | +4,120 | New |
| Armstrong Advisory Group, Inc | 4,110 | $198.8K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,015 | $197.2K | 0.01% | +1,395+53.2% | Added |
| Belmont Capital, LLC | 4,000 | $196.4K | 0.05% | −1,410−26.1% | Reduced |
| Smartleaf Asset Management LLC | 3,998 | $194.5K | 0.04% | −2,184−35.3% | Reduced |
| Qube Research & Technologies Ltd | 3,646 | $179.1K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 3,584 | $172.8K | 0.14% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,509 | $172.3K | 0.00% | +1,064+43.5% | Added |
| KBC Group NV | 3,125 | $153.0K | 0.00% | +389+14.2% | Added |
| Handelsinvest Investeringsforvaltning | 3,055 | $150.0K | 0.07% | −1,585−34.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,992 | $146.9K | 0.00% | +350+13.2% | Added |
| National Bank of Canada | 2,527 | $135.3K | 0.00% | −216−7.9% | Reduced |
| Ci Investments Inc. | 2,717 | $133.0K | 0.00% | +781+40.3% | Added |
| Gladius Capital Management LP | 2,625 | $128.9K | 0.13% | −1,032−28.2% | Reduced |
| Salomon & Ludwin, LLC | 2,537 | $124.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,523 | $123.9K | 0.00% | +292+13.1% | Added |
| Global Retirement Partners, LLC | 2,444 | $120.0K | 0.00% | +562+29.9% | Added |
| Salem Investment Counselors Inc | 2,400 | $118.6K | 0.00% | −200−7.7% | Reduced |
| Banque Cantonale Vaudoise | 2,396 | $118.0K | 0.00% | +208+9.5% | Added |
| Leonteq Securities AG | 2,393 | $117.5K | 0.02% | −90−3.6% | Reduced |
| Center for Financial Planning, Inc. | 2,303 | $113.1K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 2,283 | $112.1K | 0.01% | −504−18.1% | Reduced |
| Bessemer Group Inc | 2,240 | $110.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,226 | $107.3K | 0.00% | +2,226 | New |
| Impact Partnership Wealth, LLC | 2,052 | $100.8K | 0.04% | +1,957+2,060.0% | Added |
| State of Wyoming | 1,996 | $98.0K | 0.02% | +1,996 | New |
| North Star Investment Management Corp. | 1,977 | $97.1K | 0.01% | +2+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,870 | $91.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,771 | $87.0K | 0.06% | −210−10.6% | Reduced |
| Lindbrook Capital, LLC | 1,599 | $78.5K | 0.01% | −21−1.3% | Reduced |
| Richardson Financial Services Inc. | 1,501 | $73.7K | 0.05% | +745+98.5% | Added |
| Quadrant Capital Group LLC | 1,425 | $70.0K | 0.01% | −29−2.0% | Reduced |
| Chiron Investment Management, LLC | 1,327 | $65.2K | 0.03% | +572+75.8% | Added |
| HM Payson & Co | 1,150 | $56.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,120 | $55.1K | 0.01% | +1,120 | New |
| Nomura Asset Management Co Ltd | 1,090 | $53.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,064 | $52.2K | 0.00% | −499−31.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,005 | $49.4K | 0.02% | +1,005 | New |
| Huntington National Bank | 974 | $47.8K | 0.00% | +73+8.1% | Added |
| Cutler Group LP | 941 | $46.0K | 0.02% | −161−14.6% | Reduced |
| Parallel Advisors, LLC | 850 | $41.7K | 0.00% | −8−0.9% | Reduced |
| Archer Investment Corp | 800 | $39.3K | 0.01% | 00.0% | Unchanged |