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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 6,944 | $378.8K | 0.02% | +36+0.5% | Added |
| Focus Financial Network, Inc. | 6,593 | $371.0K | 0.02% | +37+0.6% | Added |
| Gallacher Capital Management LLC | 6,787 | $368.1K | 0.19% | −12,092−64.1% | Reduced |
| Csenge Advisory Group | 6,723 | $364.6K | 0.02% | +550+8.9% | Added |
| ProShare Advisors LLC | 6,581 | $356.9K | 0.00% | −225−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 6,558 | $355.6K | 0.00% | +6,558 | New |
| Private Advisor Group, LLC | 6,317 | $342.6K | 0.00% | −1,089−14.7% | Reduced |
| National Bank of Canada | 6,248 | $341.8K | 0.00% | +3,721+147.2% | Added |
| True Vision MN LLC | 6,234 | $340.1K | 0.22% | +6,234 | New |
| Principal Securities, Inc. | 6,162 | $334.2K | 0.01% | +1,842+42.6% | Added |
| Simplex Trading, LLC | 6,146 | $333.0K | 0.01% | +6,146 | New |
| Proequities, Inc. | 6,104 | $332.9K | 0.02% | +235+4.0% | Added |
| ClearAlpha Technologies LP | 6,133 | $332.6K | 0.13% | −2,088−25.4% | Reduced |
| Park National Corp | 6,057 | $328.5K | 0.01% | −300−4.7% | Reduced |
| Merit Financial Group, LLC | 5,976 | $324.1K | 0.01% | +5,976 | New |
| My Legacy Advisors, LLC | 5,725 | $310.5K | 0.10% | +695+13.8% | Added |
| Robertson Stephens Wealth Management, LLC | 5,686 | $310.2K | 0.02% | +5,686 | New |
| Arnhold LLC | 5,600 | $303.7K | 0.03% | 00.0% | Unchanged |
| Brown Capital Management LLC | 5,585 | $302.9K | 0.01% | +5,585 | New |
| Shelton Capital Management | 5,572 | $302.2K | 0.01% | −635−10.2% | Reduced |
| EMC Capital Management | 5,512 | $299.0K | 0.17% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,474 | $296.9K | 0.01% | −7,859−58.9% | Reduced |
| TrueMark Investments, LLC | 5,414 | $293.6K | 0.10% | +5,414 | New |
| Schonfeld Strategic Advisors LLC | 5,364 | $290.9K | 0.00% | +5,364 | New |
| IHT Wealth Management, LLC | 5,298 | $287.3K | 0.01% | +9+0.2% | Added |
| Jefferies Financial Group Inc. | 5,280 | $286.3K | 0.01% | −6,220−54.1% | Reduced |
| Kingsview Wealth Management, LLC | 5,257 | $285.1K | 0.01% | −1,250−19.2% | Reduced |
| Rain Capital Management, LLC | 5,707 | $283.3K | 0.20% | +27+0.5% | Added |
| 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 |
| CAPROCK Group, Inc. | 5,156 | $281.3K | 0.01% | +5,156 | New |
| Bayesian Capital Management, LP | 5,127 | $278.0K | 0.03% | +5,127 | New |
| Laurion Capital Management LP | 5,116 | $277.4K | 0.01% | +5,116 | New |
| Washington Trust Co | 5,100 | $276.6K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,087 | $275.9K | 0.00% | −53,975−91.4% | Reduced |
| Affinity Capital Advisors, LLC | 5,055 | $274.1K | 0.06% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,043 | $273.5K | 0.02% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 5,029 | $272.7K | 0.05% | −82−1.6% | Reduced |
| 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 |
| Sherbrooke Park Advisers LLC | 4,958 | $268.9K | 0.05% | +4,958 | New |
| Level Four Advisory Services, LLC | 4,954 | $268.7K | 0.01% | +27+0.5% | Added |
| Man Group plc | 4,907 | $266.1K | 0.00% | −381,336−98.7% | Reduced |
| Intrust Bank NA | 4,826 | $261.7K | 0.03% | +94+2.0% | Added |
| Walleye Trading LLC | 4,766 | $258.5K | 0.01% | −311−6.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,744 | $257.3K | 0.02% | +4,744 | New |
| Two Sigma Advisers, LP | 4,700 | $254.9K | 0.00% | +4,700 | New |
| Coldstream Capital Management Inc | 4,680 | $253.8K | 0.01% | −16−0.3% | Reduced |
| Globeflex Capital L P | 4,663 | $252.9K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,636 | $251.4K | 0.00% | +87+1.9% | Added |
| PFG Investments, LLC | 4,625 | $250.8K | 0.02% | +21+0.5% | Added |
| Fort, L.P. | 4,611 | $250.1K | 0.64% | +4,611 | New |
| BCS Wealth Management | 4,611 | $250.0K | 0.12% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,381 | $237.6K | 0.01% | +366+9.1% | Added |
| Umb Bank N A | 4,350 | $235.9K | 0.00% | +54+1.3% | Added |
| NDVR, Inc. | 4,323 | $234.4K | 0.24% | −7−0.2% | Reduced |
| Westshore Wealth, LLC | 4,320 | $234.3K | 0.10% | −83−1.9% | Reduced |
| 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 |
| Omers Administration Corp | 4,300 | $233.2K | 0.00% | +4,300 | New |
| Guyasuta Investment Advisors Inc | 4,800 | $232.2K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4,220 | $230.2K | 0.14% | −815−16.2% | Reduced |
| Pinnacle Associates Ltd | 4,221 | $228.9K | 0.00% | −106−2.4% | Reduced |
| Brown Brothers Harriman & Co | 4,180 | $226.7K | 0.00% | +4,180 | New |
| Barnett & Company, Inc. | 4,120 | $223.4K | 0.16% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,110 | $222.9K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,061 | $220.3K | 0.01% | +4,061 | New |
| Profund Advisors LLC | 4,047 | $219.5K | 0.01% | −1,471−26.7% | Reduced |
| Martingale Asset Management L P | 4,040 | $219.1K | 0.00% | −767−16.0% | Reduced |
| Thrive Wealth Management, LLC | 4,040 | $219.1K | 0.04% | +4,040 | New |
| Harvest Fund Management Co., Ltd | 4,043 | $219.0K | 0.02% | +4,043 | New |
| EP Wealth Advisors, LLC | 4,024 | $218.2K | 0.00% | −122−2.9% | Reduced |
| Belmont Capital, LLC | 4,000 | $216.9K | 0.04% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,953 | $214.4K | 0.06% | +3,953 | New |
| Retirement Planning Group | 3,931 | $213.2K | 0.01% | +3,931 | New |
| Smartleaf Asset Management LLC | 3,967 | $212.4K | 0.03% | −31−0.8% | Reduced |
| CIBC Asset Management Inc | 3,900 | $211.5K | 0.00% | −307−7.3% | Reduced |
| Ronald Blue Trust, Inc. | 4,263 | $209.4K | 0.00% | +1,271+42.5% | Added |
| Taylor Hoffman Wealth Management | 3,772 | $206.4K | 0.08% | +3,772 | New |
| Gries Financial LLC | 3,758 | $203.8K | 0.04% | +3,758 | New |
| Next Level Private LLC | 3,735 | $202.5K | 0.09% | −673−15.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,718 | $201.6K | 0.01% | +3,718 | New |
| IFP Advisors, Inc | 3,705 | $200.9K | 0.01% | +2,641+248.2% | Added |
| Paladin Advisory Group, LLC | 3,584 | $196.2K | 0.15% | 00.0% | Unchanged |
| Allworth Financial LP | 2,475 | $138.1K | 0.00% | −48−1.9% | Reduced |
| Banque Cantonale Vaudoise | 2,538 | $138.0K | 0.01% | +142+5.9% | Added |
| Global Retirement Partners, LLC | 2,449 | $132.8K | 0.00% | +5+0.2% | Added |
| Signaturefd, LLC | 2,402 | $130.2K | 0.00% | −1,107−31.5% | Reduced |
| Ci Investments Inc. | 2,385 | $129.0K | 0.00% | −332−12.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,339 | $126.8K | 0.00% | +2,339 | New |
| Center for Financial Planning, Inc. | 2,303 | $124.9K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 2,283 | $123.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,240 | $122.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,200 | $120.0K | 0.00% | −200−8.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2,226 | $119.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,978 | $107.2K | 0.01% | +1+0.1% | Added |
| Covestor Ltd | 1,882 | $102.0K | 0.07% | +111+6.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,797 | $96.4K | 0.00% | +1,797 | New |
| Federation des caisses Desjardins du Quebec | 1,660 | $90.0K | 0.00% | −210−11.2% | Reduced |