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, Q2 2024
Institutional positions in H&R Block Inc as of Jun 30, 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
- 498
- +27 vs. Q1 2024
- Shares held
- 126.3M
- −1.53M (−1.2%) vs. Q1 2024
- Total value
- $6.85B
- +$577.3M (+9.2%) vs. Q1 2024
- New holders
- 75
- 167 more added
- Sold out
- 48
- 163 more reduced
9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Great Lakes Retirement, Inc. | 0 | $64 | 0.00% | 0 | New |
| Sachetta, LLC | 6 | $349 | 0.00% | +6 | New |
| ORG Partners LLC | 6 | $356 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 9 | $488 | 0.00% | +9 | New |
| Delos Wealth Advisors, LLC | 9 | $489 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $549 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 13 | $710 | 0.00% | +13 | New |
| Asset Dedication, LLC | 16 | $868 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $976 | 0.00% | +14+350.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $983 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 25 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25 | $1.36K | 0.00% | +25 | New |
| Tucker Asset Management LLC | 27 | $1.46K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.47K | 0.00% | +4+17.4% | Added |
| SJS Investment Consulting Inc. | 32 | $1.74K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 32 | $1.79K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 36 | $1.95K | 0.00% | +36 | New |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $2.00K | 0.00% | +30 | New |
| CVA Family Office, LLC | 41 | $2.22K | 0.00% | +41 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $2.46K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $2.71K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 52 | $2.82K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $2.87K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 53 | $2.87K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 58 | $3.15K | 0.00% | +58 | New |
| McIlrath & Eck, LLC | 60 | $3.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 61 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 66 | $3.58K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 71 | $3.85K | 0.00% | −5−6.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $4.07K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 76 | $4.12K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 76 | $4.12K | 0.00% | +76 | New |
| WealthCollab, LLC | 78 | $4.23K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 100 | $5.46K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 121 | $6.56K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 123 | $6.67K | 0.00% | +123 | New |
| Exchange Traded Concepts, LLC | 125 | $6.78K | 0.00% | +42+50.6% | Added |
| Massmutual Trust Co FSB | 131 | $7.10K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 135 | $7.32K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 140 | $7.59K | 0.00% | +125+833.3% | Added |
| VitalStone Financial, LLC | 149 | $8.08K | 0.01% | +93+166.1% | Added |
| Creative Financial Designs Inc | 151 | $8.19K | 0.00% | +1+0.7% | Added |
| Itau Unibanco Holding S.A. | 135 | $8.71K | 0.00% | +135 | New |
| JFS Wealth Advisors, LLC | 163 | $8.84K | 0.00% | +33+25.4% | Added |
| Plato Investment Management Ltd | 164 | $8.89K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 167 | $9.06K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 170 | $9.22K | 0.00% | +20+13.3% | Added |
| Bell Investment Advisors, Inc | 178 | $9.65K | 0.00% | +1+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 196 | $10.6K | 0.00% | −21−9.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 202 | $11.0K | 0.00% | +14+7.4% | Added |
| Amundi | 215 | $11.7K | 0.00% | −46,827−99.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 229 | $12.4K | 0.00% | +229 | New |
| Family Firm, Inc. | 268 | $14.5K | 0.00% | +268 | New |
| Frazier Financial Advisors, LLC | 271 | $14.7K | 0.01% | +163+150.9% | Added |
| Pacific Center for Financial Services | 280 | $15.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 287 | $15.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 292 | $15.8K | 0.00% | +292 | New |
| Central Trust Co | 335 | $18.2K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 353 | $19.1K | 0.00% | +353 | New |
| GAMMA Investing LLC | 366 | $19.8K | 0.00% | +27+8.0% | Added |
| Rise Advisors, LLC | 396 | $21.5K | 0.01% | +3+0.8% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $21.7K | 0.01% | +400 | New |
| Lowe Wealth Advisors, LLC | 406 | $22.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 434 | $23.5K | 0.00% | +70+19.2% | Added |
| Cherry Tree Wealth Management, LLC | 449 | $24.4K | 0.01% | −40−8.2% | Reduced |
| EverSource Wealth Advisors, LLC | 453 | $26.2K | 0.00% | −88−16.3% | Reduced |
| Parkside Financial Bank & Trust | 499 | $27.1K | 0.00% | +36+7.8% | Added |
| Tanglewood Legacy Advisors, LLC | 500 | $27.1K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 500 | $27.1K | 0.02% | +500 | New |
| Mather Group, LLC. | 575 | $28.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 555 | $30.1K | 0.01% | −450−44.8% | Reduced |
| Atwood & Palmer Inc | 570 | $30.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 583 | $31.6K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $32.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 640 | $35.0K | 0.00% | −28−4.2% | Reduced |
| Venturi Wealth Management, LLC | 665 | $36.1K | 0.00% | +495+291.2% | Added |
| NVWM, LLC | 676 | $36.9K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 714 | $38.7K | 0.01% | +689+2,756.0% | Added |
| Versant Capital Management, Inc | 723 | $39.2K | 0.01% | +706+4,152.9% | Added |
| Valley National Advisers Inc | 800 | $43.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 800 | $43.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 896 | $48.6K | 0.00% | +46+5.4% | Added |
| Huntington National Bank | 916 | $49.7K | 0.00% | −58−6.0% | Reduced |
| Advisors Asset Management, Inc. | 982 | $53.3K | 0.00% | +982 | New |
| SRS Capital Advisors, Inc. | 1,002 | $54.3K | 0.01% | +1,002 | New |
| Nomura Asset Management Co Ltd | 1,090 | $59.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,100 | $59.7K | 0.01% | −20−1.8% | Reduced |
| HM Payson & Co | 1,150 | $62.4K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 1,163 | $63.1K | 0.00% | +373+47.2% | Added |
| Quadrant Capital Group LLC | 1,270 | $68.9K | 0.01% | −155−10.9% | Reduced |
| Jones Financial Companies LLLP | 1,303 | $70.7K | 0.00% | +1,303 | New |
| Richardson Financial Services Inc. | 1,476 | $80.0K | 0.06% | −25−1.7% | Reduced |
| Quarry LP | 1,565 | $84.9K | 0.04% | +1,565 | New |
| Lindbrook Capital, LLC | 1,659 | $90.0K | 0.01% | +60+3.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,660 | $90.0K | 0.00% | −210−11.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,797 | $96.4K | 0.00% | +1,797 | New |