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, 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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 19,746 | $1.07M | 0.00% | −448−2.2% | Reduced |
| Vestcor Inc | 19,111 | $1.04M | 0.04% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 18,984 | $1.03M | 0.56% | +18,984 | New |
| Xponance, Inc. | 18,846 | $1.02M | 0.01% | −9,396−33.3% | Reduced |
| Entropy Technologies, LP | 18,755 | $1.02M | 0.11% | +18,755 | New |
| VCI Wealth Management LLC | 18,750 | $1.02M | 0.50% | +5,972+46.7% | Added |
| Ifrah Financial Services, Inc. | 18,654 | $1.01M | 0.29% | −1,941−9.4% | Reduced |
| KBC Group NV | 18,584 | $1.01M | 0.00% | +15,459+494.7% | Added |
| GTS Securities LLC | 18,405 | $998.1K | 0.02% | +18,405 | New |
| Sanctuary Advisors, LLC | 21,249 | $988.1K | 0.01% | +21,249 | New |
| Cresset Asset Management, LLC | 18,108 | $986.3K | 0.00% | +4,806+36.1% | Added |
| Invst, LLC | 18,015 | $986.0K | 0.11% | +998+5.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 18,075 | $980.2K | 0.00% | +1,730+10.6% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $976.1K | 0.12% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17,956 | $973.8K | 0.24% | −128−0.7% | Reduced |
| Ascent Group, LLC | 17,877 | $969.5K | 0.08% | −574−3.1% | Reduced |
| Vident Advisory, LLC | 17,661 | $957.8K | 0.03% | +5,740+48.2% | Added |
| MSH Capital Advisors LLC | 17,529 | $950.6K | 0.32% | +449+2.6% | Added |
| Carlson Capital Management | 17,400 | $943.6K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 17,321 | $939.3K | 0.00% | −1,185−6.4% | Reduced |
| Pictet Asset Management Holding SA | 17,058 | $925.1K | 0.00% | −222−1.3% | Reduced |
| RSM US Wealth Management LLC | 16,734 | $915.5K | 0.02% | +8,134+94.6% | Added |
| New York Life Investment Management LLC | 16,830 | $912.7K | 0.01% | +958+6.0% | Added |
| MML Investors Services, LLC | 16,718 | $907.0K | 0.00% | −582−3.4% | Reduced |
| Rockland Trust Co | 16,666 | $903.8K | 0.05% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 16,467 | $893.0K | 0.37% | +1,771+12.1% | Added |
| JustInvest LLC | 16,413 | $890.1K | 0.02% | +1,194+7.8% | Added |
| CWM, LLC | 16,319 | $885.0K | 0.00% | +11,917+270.7% | Added |
| Axiom Advisory, LLC | 17,766 | $884.5K | 0.01% | +17,766 | New |
| Baird Financial Group, Inc. | 16,264 | $882.0K | 0.00% | +3,489+27.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,171 | $877.0K | 0.00% | +36+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,868 | $860.5K | 0.00% | +5,571+54.1% | Added |
| Versor Investments LP | 15,760 | $854.7K | 0.16% | +15,760 | New |
| Wolverine Trading, LLC | 15,758 | $854.6K | 0.01% | +15,758 | New |
| Park Avenue Securities LLC | 15,554 | $844.0K | 0.01% | +617+4.1% | Added |
| Legacy Bridge, LLC | 15,277 | $828.5K | 0.49% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,241 | $827.0K | 0.00% | −308−2.0% | Reduced |
| HighTower Advisors, LLC | 15,179 | $825.0K | 0.00% | −4,196−21.7% | Reduced |
| RBF Capital, LLC | 15,000 | $813.5K | 0.05% | 00.0% | Unchanged |
| Range Financial Group LLC | 14,753 | $800.1K | 0.41% | −367−2.4% | Reduced |
| AXA S.A. | 14,300 | $775.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 14,078 | $762.9K | 0.00% | −35,572−71.6% | Reduced |
| Algert Global LLC | 14,053 | $762.1K | 0.03% | +14,053 | New |
| TCM Advisors, LLC | – | $732.1K | 0.64% | – | – |
| Centiva Capital, LP | 13,460 | $729.9K | 0.04% | +4,051+43.1% | Added |
| Ethic Inc. | 13,379 | $725.5K | 0.02% | +2,315+20.9% | Added |
| Strategic Financial Concepts, LLC | 40,034 | $689.0K | 0.00% | +40,034 | New |
| Aviso Wealth Management | 12,417 | $673.4K | 0.40% | −125−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 12,177 | $660.4K | 0.01% | +128+1.1% | Added |
| CSS LLC | 11,948 | $647.9K | 0.05% | −3,500−22.7% | Reduced |
| Brown Advisory Inc | 11,757 | $637.6K | 0.00% | +35+0.3% | Added |
| Empowered Funds, LLC | 11,663 | $632.5K | 0.01% | +4,228+56.9% | Added |
| RMB Capital Management, LLC | 11,632 | $630.8K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 11,587 | $628.4K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,557 | $626.7K | 0.01% | −623−5.1% | Reduced |
| Toroso Investments, LLC | 11,459 | $621.4K | 0.01% | −4,758−29.3% | Reduced |
| New Vernon Capital Holdings II LLC | 11,314 | $613.6K | 0.33% | −5,243−31.7% | Reduced |
| Securian Asset Management, Inc | 11,128 | $603.5K | 0.02% | −345−3.0% | Reduced |
| Keybank National Association | 11,031 | $598.2K | 0.00% | −20,873−65.4% | Reduced |
| Susquehanna International Group, LLP | 11,016 | $597.4K | 0.00% | +2,065+23.1% | Added |
| United Services Automobile Association | 10,903 | $591.3K | 0.01% | −325−2.9% | Reduced |
| Atria Wealth Solutions, Inc. | 10,837 | $591.2K | 0.01% | +4,583+73.3% | Added |
| D.A. Davidson & Co. | 10,735 | $582.2K | 0.01% | +214+2.0% | Added |
| Fifth Third Bancorp | 10,555 | $572.4K | 0.00% | +128+1.2% | Added |
| Sunbelt Securities, Inc. | 10,263 | $556.6K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,090 | $552.2K | 0.03% | −104−1.0% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,122 | $549.0K | 1.37% | −4,254−29.6% | Reduced |
| Pinebridge Investments, L.P. | 10,090 | $547.2K | 0.00% | −345−3.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $545.5K | 0.01% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 10,020 | $543.4K | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 9,823 | $532.7K | 0.01% | −2,287−18.9% | Reduced |
| Neuberger Berman Group LLC | 9,515 | $516.0K | 0.00% | +2,917+44.2% | Added |
| TownSquare Capital, LLC | 9,437 | $511.8K | 0.01% | +133+1.4% | Added |
| Chesley Taft & Associates LLC | 9,400 | $509.8K | 0.03% | −222−2.3% | Reduced |
| Paradigm Financial Partners, LLC | 9,188 | $498.3K | 0.07% | +533+6.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 9,104 | $493.7K | 0.21% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,091 | $493.0K | 0.00% | +9,091 | New |
| Boston Family Office LLC | 9,000 | $488.0K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 8,815 | $478.0K | 0.00% | −306−3.4% | Reduced |
| Wedmont Private Capital | 8,929 | $477.4K | 0.03% | +639+7.7% | Added |
| TriaGen Wealth Management LLC | 8,642 | $468.7K | 0.18% | +203+2.4% | Added |
| Tradewinds, LLC. | 8,581 | $465.3K | 0.14% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,524 | $462.3K | 0.00% | +2,972+53.5% | Added |
| Group One Trading, L.P. | 8,503 | $461.1K | 0.01% | +8,503 | New |
| 1620 Investment Advisors, Inc. | 8,425 | $456.9K | 0.35% | 00.0% | Unchanged |
| Gladius Capital Management LP | 8,262 | $448.0K | 0.45% | +5,637+214.7% | Added |
| Dorsey & Whitney Trust CO LLC | 8,227 | $446.2K | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 8,134 | $441.1K | 0.00% | −3,453−29.8% | Reduced |
| Dorsey Wright & Associates | 7,813 | $424.0K | 0.11% | −29,459−79.0% | Reduced |
| Burns Matteson Capital Management, LLC | 7,646 | $414.6K | 0.26% | −749−8.9% | Reduced |
| SageView Advisory Group, LLC | 7,572 | $410.6K | 0.02% | −2,394−24.0% | Reduced |
| Utah Retirement Systems | 7,400 | $401.3K | 0.00% | −600−7.5% | Reduced |
| Lecap Asset Management Ltd | 7,393 | $400.9K | 0.09% | +7,393 | New |
| Flagship Harbor Advisors, LLC | 7,329 | $397.4K | 0.02% | +343+4.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,279 | $394.8K | 0.00% | +2,048+39.2% | Added |
| Bank of Nova Scotia | 7,207 | $390.8K | 0.00% | +251+3.6% | Added |
| Moody Lynn & Lieberson, LLC | 7,137 | $387.0K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,130 | $387.0K | 0.00% | +475+7.1% | Added |
| Pallas Capital Advisors LLC | 6,886 | $382.4K | 0.02% | +6,886 | New |
| Jump Financial, LLC | 7,000 | $379.6K | 0.01% | −14,000−66.7% | Reduced |