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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 800 | $39.0K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 790 | $38.8K | 0.00% | +81+11.4% | Added |
| SYSTM Wealth Solutions LLC | 763 | $37.5K | 0.00% | +33+4.5% | Added |
| NVWM, LLC | 676 | $33.4K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 668 | $32.0K | 0.00% | +24+3.7% | Added |
| PrairieView Partners, LLC | 608 | $30.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 583 | $28.1K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $28.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 575 | $27.8K | 0.00% | +575 | New |
| EverSource Wealth Advisors, LLC | 541 | $25.6K | 0.00% | +13+2.5% | Added |
| Tanglewood Legacy Advisors, LLC | 500 | $24.6K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 489 | $24.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 463 | $22.7K | 0.00% | +74+19.0% | Added |
| Lowe Wealth Advisors, LLC | 406 | $19.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 403 | $19.8K | 0.00% | +403 | New |
| Rise Advisors, LLC | 393 | $19.3K | 0.01% | +393 | New |
| GHP Investment Advisors, Inc. | 364 | $17.9K | 0.00% | +2+0.6% | Added |
| GAMMA Investing LLC | 339 | $16.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 335 | $16.5K | 0.00% | +45+15.5% | Added |
| WR Wealth Planners, LLC | 287 | $14.1K | 0.00% | +287 | New |
| Pacific Center for Financial Services | 280 | $13.8K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 224 | $11.0K | 0.00% | +1+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 217 | $10.7K | 0.00% | −32−12.9% | 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 |
| Assetmark, Inc | 188 | $9.25K | 0.00% | −692−78.6% | Reduced |
| Bell Investment Advisors, Inc | 177 | $8.69K | 0.00% | +17+10.6% | Added |
| Venturi Wealth Management, LLC | 170 | $8.35K | 0.00% | +52+44.1% | Added |
| LGT Financial Advisors LLC | 167 | $8.20K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 167 | $8.20K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 164 | $8.05K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wetzel Investment Advisors, Inc. | 151 | $7.03K | 0.00% | +44+41.1% | Added |
| Atlas Capital Advisors LLC | 135 | $6.63K | 0.00% | −1,228−90.1% | Reduced |
| Massmutual Trust Co FSB | 131 | $6.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 130 | $6.38K | 0.00% | −1−0.8% | Reduced |
| LRI Investments, LLC | 121 | $5.94K | 0.00% | +121 | New |
| South State Corp. | 115 | $5.65K | 0.00% | +115 | New |
| Frazier Financial Advisors, LLC | 108 | $5.30K | 0.00% | +14+14.9% | Added |
| Custom Portfolio Group LLC | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 83 | $4.08K | 0.00% | −435−84.0% | Reduced |
| WealthCollab, LLC | 78 | $3.83K | 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.68K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 66 | $3.24K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 62 | $3.04K | 0.00% | +55+785.7% | Added |
| VitalStone Financial, LLC | 56 | $3.00K | 0.00% | +56 | New |
| Farmers & Merchants Investments Inc | 61 | $3.00K | 0.00% | −5−7.6% | Reduced |
| McIlrath & Eck, LLC | 60 | $2.95K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 55 | $2.70K | 0.00% | +55 | New |
| 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 |
| Fortitude Family Office, LLC | 52 | $2.55K | 0.00% | −21−28.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $2.23K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 40 | $1.96K | 0.00% | −20−33.3% | Reduced |
| Semmax Financial Advisors Inc. | 32 | $1.67K | 0.00% | +1+3.2% | Added |
| Planning Capital Management Corp | 33 | $1.62K | 0.00% | +33 | New |
| SJS Investment Consulting Inc. | 32 | $1.57K | 0.00% | −2−5.9% | Reduced |
| Tucker Asset Management LLC | 27 | $1.33K | 0.00% | +27 | New |
| Horizon Investments, LLC | 25 | $1.23K | 0.00% | +11+78.6% | Added |
| Quest Partners LLC | 25 | $1.23K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.13K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $1.13K | 0.00% | +23 | New |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $983 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $835 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $737 | 0.00% | −25−62.5% | Reduced |
| Gradient Investments LLC | 13 | $638 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $476 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 9 | $442 | 0.00% | +9 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $393 | 0.00% | +8 | New |
| Global Assets Advisory, LLC | 17,793 | $369 | 0.02% | +17,793 | New |
| ORG Partners LLC | 6 | $314 | 0.00% | +6 | New |
| TD Capital Management LLC | 4 | $196 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 4 | $196 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 3 | $147 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $98 | 0.00% | −1−33.3% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −94,905−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −46,908−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −27,413−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −26,359−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −26,205−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −25,386−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −21,115−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −19,449−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −17,644−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −17,025−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −16,027−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −15,922−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −15,034−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −14,216−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,186−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,149−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −13,298−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −13,298−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −11,729−100.0% | Sold out |