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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 1,659 | $90.0K | 0.01% | +60+3.8% | Added |
| Quarry LP | 1,565 | $84.9K | 0.04% | +1,565 | New |
| Richardson Financial Services Inc. | 1,476 | $80.0K | 0.06% | −25−1.7% | Reduced |
| Jones Financial Companies LLLP | 1,303 | $70.7K | 0.00% | +1,303 | New |
| Quadrant Capital Group LLC | 1,270 | $68.9K | 0.01% | −155−10.9% | Reduced |
| FIL Ltd | 1,163 | $63.1K | 0.00% | +373+47.2% | Added |
| HM Payson & Co | 1,150 | $62.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,100 | $59.7K | 0.01% | −20−1.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,090 | $59.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,002 | $54.3K | 0.01% | +1,002 | New |
| Advisors Asset Management, Inc. | 982 | $53.3K | 0.00% | +982 | New |
| Huntington National Bank | 916 | $49.7K | 0.00% | −58−6.0% | Reduced |
| Parallel Advisors, LLC | 896 | $48.6K | 0.00% | +46+5.4% | Added |
| Archer Investment Corp | 800 | $43.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $43.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 723 | $39.2K | 0.01% | +706+4,152.9% | Added |
| Quest Partners LLC | 714 | $38.7K | 0.01% | +689+2,756.0% | Added |
| NVWM, LLC | 676 | $36.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 665 | $36.1K | 0.00% | +495+291.2% | Added |
| Penserra Capital Management LLC | 640 | $35.0K | 0.00% | −28−4.2% | Reduced |
| PrairieView Partners, LLC | 608 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 583 | $31.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $30.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 555 | $30.1K | 0.01% | −450−44.8% | Reduced |
| Mather Group, LLC. | 575 | $28.2K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $27.1K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 500 | $27.1K | 0.02% | +500 | New |
| Parkside Financial Bank & Trust | 499 | $27.1K | 0.00% | +36+7.8% | Added |
| EverSource Wealth Advisors, LLC | 453 | $26.2K | 0.00% | −88−16.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 449 | $24.4K | 0.01% | −40−8.2% | Reduced |
| GHP Investment Advisors, Inc. | 434 | $23.5K | 0.00% | +70+19.2% | Added |
| Lowe Wealth Advisors, LLC | 406 | $22.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $21.7K | 0.01% | +400 | New |
| Rise Advisors, LLC | 396 | $21.5K | 0.01% | +3+0.8% | Added |
| GAMMA Investing LLC | 366 | $19.8K | 0.00% | +27+8.0% | Added |
| Coppell Advisory Solutions LLC | 353 | $19.1K | 0.00% | +353 | New |
| Central Trust Co | 335 | $18.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 292 | $15.8K | 0.00% | +292 | New |
| WR Wealth Planners, LLC | 287 | $15.6K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $15.2K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 271 | $14.7K | 0.01% | +163+150.9% | Added |
| Family Firm, Inc. | 268 | $14.5K | 0.00% | +268 | New |
| Ashton Thomas Private Wealth, LLC | 229 | $12.4K | 0.00% | +229 | New |
| Amundi | 215 | $11.7K | 0.00% | −46,827−99.5% | Reduced |
| Assetmark, Inc | 202 | $11.0K | 0.00% | +14+7.4% | Added |
| Caldwell Sutter Capital, Inc. | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 196 | $10.6K | 0.00% | −21−9.7% | Reduced |
| Bell Investment Advisors, Inc | 178 | $9.65K | 0.00% | +1+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 170 | $9.22K | 0.00% | +20+13.3% | Added |
| LGT Financial Advisors LLC | 167 | $9.06K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 164 | $8.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 163 | $8.84K | 0.00% | +33+25.4% | Added |
| Itau Unibanco Holding S.A. | 135 | $8.71K | 0.00% | +135 | New |
| Creative Financial Designs Inc | 151 | $8.19K | 0.00% | +1+0.7% | Added |
| VitalStone Financial, LLC | 149 | $8.08K | 0.01% | +93+166.1% | Added |
| AdvisorNet Financial, Inc | 140 | $7.59K | 0.00% | +125+833.3% | Added |
| Atlas Capital Advisors LLC | 135 | $7.32K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 131 | $7.10K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 125 | $6.78K | 0.00% | +42+50.6% | Added |
| Legend Financial Advisors, Inc. | 123 | $6.67K | 0.00% | +123 | New |
| LRI Investments, LLC | 121 | $6.56K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 100 | $5.46K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 78 | $4.23K | 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $4.07K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 71 | $3.85K | 0.00% | −5−6.6% | Reduced |
| Bogart Wealth, LLC | 66 | $3.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 61 | $3.31K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $3.25K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 58 | $3.15K | 0.00% | +58 | New |
| 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 |
| Fortitude Family Office, LLC | 52 | $2.82K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $2.71K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $2.46K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 41 | $2.22K | 0.00% | +41 | New |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Innealta Capital, LLC | 36 | $1.95K | 0.00% | +36 | New |
| Semmax Financial Advisors Inc. | 32 | $1.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $1.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.47K | 0.00% | +4+17.4% | Added |
| Tucker Asset Management LLC | 27 | $1.46K | 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $983 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $976 | 0.00% | +14+350.0% | Added |
| Asset Dedication, LLC | 16 | $868 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 13 | $710 | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 10 | $549 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 9 | $489 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 9 | $488 | 0.00% | +9 | New |
| ORG Partners LLC | 6 | $356 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $349 | 0.00% | +6 | New |
| Great Lakes Retirement, Inc. | 0 | $64 | 0.00% | 0 | New |
| American International Group, Inc. | 0 | $0 | 0.00% | −185,503−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −163,878−100.0% | Sold out |