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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1,882 | $102.0K | 0.07% | +111+6.3% | Added |
| North Star Investment Management Corp. | 1,978 | $107.2K | 0.01% | +1+0.1% | Added |
| CIBC Private Wealth Group, LLC | 2,226 | $119.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,200 | $120.0K | 0.00% | −200−8.3% | Reduced |
| Bessemer Group Inc | 2,240 | $122.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,283 | $123.8K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,303 | $124.9K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,339 | $126.8K | 0.00% | +2,339 | New |
| Ci Investments Inc. | 2,385 | $129.0K | 0.00% | −332−12.2% | Reduced |
| Signaturefd, LLC | 2,402 | $130.2K | 0.00% | −1,107−31.5% | Reduced |
| Global Retirement Partners, LLC | 2,449 | $132.8K | 0.00% | +5+0.2% | Added |
| Banque Cantonale Vaudoise | 2,538 | $138.0K | 0.01% | +142+5.9% | Added |
| Allworth Financial LP | 2,475 | $138.1K | 0.00% | −48−1.9% | Reduced |
| Paladin Advisory Group, LLC | 3,584 | $196.2K | 0.15% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,705 | $200.9K | 0.01% | +2,641+248.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,718 | $201.6K | 0.01% | +3,718 | New |
| Next Level Private LLC | 3,735 | $202.5K | 0.09% | −673−15.3% | Reduced |
| Gries Financial LLC | 3,758 | $203.8K | 0.04% | +3,758 | New |
| Taylor Hoffman Wealth Management | 3,772 | $206.4K | 0.08% | +3,772 | New |
| Ronald Blue Trust, Inc. | 4,263 | $209.4K | 0.00% | +1,271+42.5% | Added |
| CIBC Asset Management Inc | 3,900 | $211.5K | 0.00% | −307−7.3% | Reduced |
| Smartleaf Asset Management LLC | 3,967 | $212.4K | 0.03% | −31−0.8% | Reduced |
| Retirement Planning Group | 3,931 | $213.2K | 0.01% | +3,931 | New |
| DGS Capital Management, LLC | 3,953 | $214.4K | 0.06% | +3,953 | New |
| Belmont Capital, LLC | 4,000 | $216.9K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,024 | $218.2K | 0.00% | −122−2.9% | Reduced |
| Harvest Fund Management Co., Ltd | 4,043 | $219.0K | 0.02% | +4,043 | New |
| Thrive Wealth Management, LLC | 4,040 | $219.1K | 0.04% | +4,040 | New |
| Martingale Asset Management L P | 4,040 | $219.1K | 0.00% | −767−16.0% | Reduced |
| Profund Advisors LLC | 4,047 | $219.5K | 0.01% | −1,471−26.7% | Reduced |
| Buckingham Strategic Partners | 4,061 | $220.3K | 0.01% | +4,061 | New |
| Armstrong Advisory Group, Inc | 4,110 | $222.9K | 0.02% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 4,120 | $223.4K | 0.16% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,180 | $226.7K | 0.00% | +4,180 | New |
| Pinnacle Associates Ltd | 4,221 | $228.9K | 0.00% | −106−2.4% | Reduced |
| Eagle Bay Advisors LLC | 4,220 | $230.2K | 0.14% | −815−16.2% | Reduced |
| Guyasuta Investment Advisors Inc | 4,800 | $232.2K | 0.02% | 00.0% | Unchanged |
| Omers Administration Corp | 4,300 | $233.2K | 0.00% | +4,300 | New |
| Bleakley Financial Group, LLC | 4,319 | $234.2K | 0.01% | −1,516−26.0% | Reduced |
| Simplicity Wealth,LLC | 4,319 | $234.2K | 0.01% | −1,510−25.9% | Reduced |
| Westshore Wealth, LLC | 4,320 | $234.3K | 0.10% | −83−1.9% | Reduced |
| NDVR, Inc. | 4,323 | $234.4K | 0.24% | −7−0.2% | Reduced |
| Umb Bank N A | 4,350 | $235.9K | 0.00% | +54+1.3% | Added |
| TD Private Client Wealth LLC | 4,381 | $237.6K | 0.01% | +366+9.1% | Added |
| BCS Wealth Management | 4,611 | $250.0K | 0.12% | 00.0% | Unchanged |
| Fort, L.P. | 4,611 | $250.1K | 0.64% | +4,611 | New |
| PFG Investments, LLC | 4,625 | $250.8K | 0.02% | +21+0.5% | Added |
| Resources Investment Advisors, LLC. | 4,636 | $251.4K | 0.00% | +87+1.9% | Added |
| Globeflex Capital L P | 4,663 | $252.9K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,680 | $253.8K | 0.01% | −16−0.3% | Reduced |
| Two Sigma Advisers, LP | 4,700 | $254.9K | 0.00% | +4,700 | New |
| Fifth Third Wealth Advisors LLC | 4,744 | $257.3K | 0.02% | +4,744 | New |
| Walleye Trading LLC | 4,766 | $258.5K | 0.01% | −311−6.1% | Reduced |
| Intrust Bank NA | 4,826 | $261.7K | 0.03% | +94+2.0% | Added |
| Man Group plc | 4,907 | $266.1K | 0.00% | −381,336−98.7% | Reduced |
| Level Four Advisory Services, LLC | 4,954 | $268.7K | 0.01% | +27+0.5% | Added |
| Sherbrooke Park Advisers LLC | 4,958 | $268.9K | 0.05% | +4,958 | New |
| Roof Eidam & Maycock | 5,000 | $271.1K | 0.07% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $271.1K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,000 | $271.1K | 0.03% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 5,029 | $272.7K | 0.05% | −82−1.6% | Reduced |
| Woodmont Investment Counsel LLC | 5,043 | $273.5K | 0.02% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 5,055 | $274.1K | 0.06% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,087 | $275.9K | 0.00% | −53,975−91.4% | Reduced |
| Washington Trust Co | 5,100 | $276.6K | 0.01% | 00.0% | Unchanged |
| Laurion Capital Management LP | 5,116 | $277.4K | 0.01% | +5,116 | New |
| Bayesian Capital Management, LP | 5,127 | $278.0K | 0.03% | +5,127 | New |
| CAPROCK Group, Inc. | 5,156 | $281.3K | 0.01% | +5,156 | New |
| Brinker Capital Investments, LLC | 5,221 | $283.1K | 0.00% | +5,221 | New |
| Orion Portfolio Solutions, LLC | 5,221 | $283.1K | 0.00% | +5,221 | New |
| Rain Capital Management, LLC | 5,707 | $283.3K | 0.20% | +27+0.5% | Added |
| Kingsview Wealth Management, LLC | 5,257 | $285.1K | 0.01% | −1,250−19.2% | Reduced |
| Jefferies Financial Group Inc. | 5,280 | $286.3K | 0.01% | −6,220−54.1% | Reduced |
| IHT Wealth Management, LLC | 5,298 | $287.3K | 0.01% | +9+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 5,364 | $290.9K | 0.00% | +5,364 | New |
| TrueMark Investments, LLC | 5,414 | $293.6K | 0.10% | +5,414 | New |
| Tower Research Capital LLC (TRC) | 5,474 | $296.9K | 0.01% | −7,859−58.9% | Reduced |
| EMC Capital Management | 5,512 | $299.0K | 0.17% | 00.0% | Unchanged |
| Shelton Capital Management | 5,572 | $302.2K | 0.01% | −635−10.2% | Reduced |
| Brown Capital Management LLC | 5,585 | $302.9K | 0.01% | +5,585 | New |
| Arnhold LLC | 5,600 | $303.7K | 0.03% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,686 | $310.2K | 0.02% | +5,686 | New |
| My Legacy Advisors, LLC | 5,725 | $310.5K | 0.10% | +695+13.8% | Added |
| Merit Financial Group, LLC | 5,976 | $324.1K | 0.01% | +5,976 | New |
| Park National Corp | 6,057 | $328.5K | 0.01% | −300−4.7% | Reduced |
| ClearAlpha Technologies LP | 6,133 | $332.6K | 0.13% | −2,088−25.4% | Reduced |
| Proequities, Inc. | 6,104 | $332.9K | 0.02% | +235+4.0% | Added |
| Simplex Trading, LLC | 6,146 | $333.0K | 0.01% | +6,146 | New |
| Principal Securities, Inc. | 6,162 | $334.2K | 0.01% | +1,842+42.6% | Added |
| True Vision MN LLC | 6,234 | $340.1K | 0.22% | +6,234 | New |
| National Bank of Canada | 6,248 | $341.8K | 0.00% | +3,721+147.2% | Added |
| Private Advisor Group, LLC | 6,317 | $342.6K | 0.00% | −1,089−14.7% | Reduced |
| Avantax Advisory Services, Inc. | 6,558 | $355.6K | 0.00% | +6,558 | New |
| ProShare Advisors LLC | 6,581 | $356.9K | 0.00% | −225−3.3% | Reduced |
| Csenge Advisory Group | 6,723 | $364.6K | 0.02% | +550+8.9% | Added |
| Gallacher Capital Management LLC | 6,787 | $368.1K | 0.19% | −12,092−64.1% | Reduced |
| Focus Financial Network, Inc. | 6,593 | $371.0K | 0.02% | +37+0.6% | Added |
| Waldron Private Wealth LLC | 6,944 | $378.8K | 0.02% | +36+0.5% | Added |
| Jump Financial, LLC | 7,000 | $379.6K | 0.01% | −14,000−66.7% | Reduced |
| Pallas Capital Advisors LLC | 6,886 | $382.4K | 0.02% | +6,886 | New |