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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 7,130 | $387.0K | 0.00% | +475+7.1% | Added |
| Moody Lynn & Lieberson, LLC | 7,137 | $387.0K | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 7,207 | $390.8K | 0.00% | +251+3.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,279 | $394.8K | 0.00% | +2,048+39.2% | Added |
| Flagship Harbor Advisors, LLC | 7,329 | $397.4K | 0.02% | +343+4.9% | Added |
| Lecap Asset Management Ltd | 7,393 | $400.9K | 0.09% | +7,393 | New |
| Utah Retirement Systems | 7,400 | $401.3K | 0.00% | −600−7.5% | Reduced |
| SageView Advisory Group, LLC | 7,572 | $410.6K | 0.02% | −2,394−24.0% | Reduced |
| Burns Matteson Capital Management, LLC | 7,646 | $414.6K | 0.26% | −749−8.9% | Reduced |
| Dorsey Wright & Associates | 7,813 | $424.0K | 0.11% | −29,459−79.0% | Reduced |
| Balyasny Asset Management LLC | 8,134 | $441.1K | 0.00% | −3,453−29.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,227 | $446.2K | 0.03% | 00.0% | Unchanged |
| Gladius Capital Management LP | 8,262 | $448.0K | 0.45% | +5,637+214.7% | Added |
| 1620 Investment Advisors, Inc. | 8,425 | $456.9K | 0.35% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8,503 | $461.1K | 0.01% | +8,503 | New |
| Captrust Financial Advisors | 8,524 | $462.3K | 0.00% | +2,972+53.5% | Added |
| Tradewinds, LLC. | 8,581 | $465.3K | 0.14% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 8,642 | $468.7K | 0.18% | +203+2.4% | Added |
| Wedmont Private Capital | 8,929 | $477.4K | 0.03% | +639+7.7% | Added |
| MAI Capital Management | 8,815 | $478.0K | 0.00% | −306−3.4% | Reduced |
| Boston Family Office LLC | 9,000 | $488.0K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,091 | $493.0K | 0.00% | +9,091 | New |
| Capital Advisory Group Advisory Services, LLC | 9,104 | $493.7K | 0.21% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 9,188 | $498.3K | 0.07% | +533+6.2% | Added |
| Chesley Taft & Associates LLC | 9,400 | $509.8K | 0.03% | −222−2.3% | Reduced |
| TownSquare Capital, LLC | 9,437 | $511.8K | 0.01% | +133+1.4% | Added |
| Neuberger Berman Group LLC | 9,515 | $516.0K | 0.00% | +2,917+44.2% | Added |
| First Citizens Bank & Trust Co | 9,823 | $532.7K | 0.01% | −2,287−18.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 10,020 | $543.4K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,000 | $545.5K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 10,090 | $547.2K | 0.00% | −345−3.3% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,122 | $549.0K | 1.37% | −4,254−29.6% | Reduced |
| Farther Finance Advisors, LLC | 10,090 | $552.2K | 0.03% | −104−1.0% | Reduced |
| Sunbelt Securities, Inc. | 10,263 | $556.6K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,555 | $572.4K | 0.00% | +128+1.2% | Added |
| D.A. Davidson & Co. | 10,735 | $582.2K | 0.01% | +214+2.0% | Added |
| Atria Wealth Solutions, Inc. | 10,837 | $591.2K | 0.01% | +4,583+73.3% | Added |
| United Services Automobile Association | 10,903 | $591.3K | 0.01% | −325−2.9% | Reduced |
| Susquehanna International Group, LLP | 11,016 | $597.4K | 0.00% | +2,065+23.1% | Added |
| Keybank National Association | 11,031 | $598.2K | 0.00% | −20,873−65.4% | Reduced |
| Securian Asset Management, Inc | 11,128 | $603.5K | 0.02% | −345−3.0% | Reduced |
| New Vernon Capital Holdings II LLC | 11,314 | $613.6K | 0.33% | −5,243−31.7% | Reduced |
| Toroso Investments, LLC | 11,459 | $621.4K | 0.01% | −4,758−29.3% | Reduced |
| AE Wealth Management LLC | 11,557 | $626.7K | 0.01% | −623−5.1% | Reduced |
| Maryland State Retirement & Pension System | 11,587 | $628.4K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 11,632 | $630.8K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 11,663 | $632.5K | 0.01% | +4,228+56.9% | Added |
| Brown Advisory Inc | 11,757 | $637.6K | 0.00% | +35+0.3% | Added |
| CSS LLC | 11,948 | $647.9K | 0.05% | −3,500−22.7% | Reduced |
| Integrated Wealth Concepts LLC | 12,177 | $660.4K | 0.01% | +128+1.1% | Added |
| Aviso Wealth Management | 12,417 | $673.4K | 0.40% | −125−1.0% | Reduced |
| Strategic Financial Concepts, LLC | 40,034 | $689.0K | 0.00% | +40,034 | New |
| Ethic Inc. | 13,379 | $725.5K | 0.02% | +2,315+20.9% | Added |
| Centiva Capital, LP | 13,460 | $729.9K | 0.04% | +4,051+43.1% | Added |
| TCM Advisors, LLC | – | $732.1K | 0.64% | – | – |
| Algert Global LLC | 14,053 | $762.1K | 0.03% | +14,053 | New |
| Russell Investments Group, Ltd. | 14,078 | $762.9K | 0.00% | −35,572−71.6% | Reduced |
| AXA S.A. | 14,300 | $775.5K | 0.00% | 00.0% | Unchanged |
| Range Financial Group LLC | 14,753 | $800.1K | 0.41% | −367−2.4% | Reduced |
| RBF Capital, LLC | 15,000 | $813.5K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,179 | $825.0K | 0.00% | −4,196−21.7% | Reduced |
| Public Employees Retirement Association of Colorado | 15,241 | $827.0K | 0.00% | −308−2.0% | Reduced |
| Legacy Bridge, LLC | 15,277 | $828.5K | 0.49% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 15,554 | $844.0K | 0.01% | +617+4.1% | Added |
| Wolverine Trading, LLC | 15,758 | $854.6K | 0.01% | +15,758 | New |
| Versor Investments LP | 15,760 | $854.7K | 0.16% | +15,760 | New |
| Wealth Enhancement Advisory Services, LLC | 15,868 | $860.5K | 0.00% | +5,571+54.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,171 | $877.0K | 0.00% | +36+0.2% | Added |
| Baird Financial Group, Inc. | 16,264 | $882.0K | 0.00% | +3,489+27.3% | Added |
| Axiom Advisory, LLC | 17,766 | $884.5K | 0.01% | +17,766 | New |
| CWM, LLC | 16,319 | $885.0K | 0.00% | +11,917+270.7% | Added |
| JustInvest LLC | 16,413 | $890.1K | 0.02% | +1,194+7.8% | Added |
| Bridgefront Capital, LLC | 16,467 | $893.0K | 0.37% | +1,771+12.1% | Added |
| Rockland Trust Co | 16,666 | $903.8K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,718 | $907.0K | 0.00% | −582−3.4% | Reduced |
| New York Life Investment Management LLC | 16,830 | $912.7K | 0.01% | +958+6.0% | Added |
| RSM US Wealth Management LLC | 16,734 | $915.5K | 0.02% | +8,134+94.6% | Added |
| Pictet Asset Management Holding SA | 17,058 | $925.1K | 0.00% | −222−1.3% | Reduced |
| Federated Hermes, Inc. | 17,321 | $939.3K | 0.00% | −1,185−6.4% | Reduced |
| Carlson Capital Management | 17,400 | $943.6K | 0.04% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 17,529 | $950.6K | 0.32% | +449+2.6% | Added |
| Vident Advisory, LLC | 17,661 | $957.8K | 0.03% | +5,740+48.2% | Added |
| Ascent Group, LLC | 17,877 | $969.5K | 0.08% | −574−3.1% | Reduced |
| True Wealth Design, LLC | 17,956 | $973.8K | 0.24% | −128−0.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $976.1K | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 18,075 | $980.2K | 0.00% | +1,730+10.6% | Added |
| Invst, LLC | 18,015 | $986.0K | 0.11% | +998+5.9% | Added |
| Cresset Asset Management, LLC | 18,108 | $986.3K | 0.00% | +4,806+36.1% | Added |
| Sanctuary Advisors, LLC | 21,249 | $988.1K | 0.01% | +21,249 | New |
| GTS Securities LLC | 18,405 | $998.1K | 0.02% | +18,405 | New |
| KBC Group NV | 18,584 | $1.01M | 0.00% | +15,459+494.7% | Added |
| Ifrah Financial Services, Inc. | 18,654 | $1.01M | 0.29% | −1,941−9.4% | Reduced |
| VCI Wealth Management LLC | 18,750 | $1.02M | 0.50% | +5,972+46.7% | Added |
| Entropy Technologies, LP | 18,755 | $1.02M | 0.11% | +18,755 | New |
| Xponance, Inc. | 18,846 | $1.02M | 0.01% | −9,396−33.3% | Reduced |
| Kessler Investment Group, LLC | 18,984 | $1.03M | 0.56% | +18,984 | New |
| Vestcor Inc | 19,111 | $1.04M | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 19,746 | $1.07M | 0.00% | −448−2.2% | Reduced |
| Wealthfront Advisers LLC | 19,950 | $1.08M | 0.00% | −848−4.1% | Reduced |
| Davy Global Fund Management Ltd | 20,755 | $1.13M | 0.13% | −8,919−30.1% | Reduced |