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, Q3 2024
Institutional positions in H&R Block Inc as of Sep 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
- 544
- +51 vs. Q2 2024
- Shares held
- 124.6M
- +14.6M (+13.3%) vs. Q2 2024
- Total value
- $7.92B
- +$1.95B (+32.7%) vs. Q2 2024
- New holders
- 99
- 172 more added
- Sold out
- 48
- 174 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 4 | $254 | 0.00% | +4 | New |
| Sachetta, LLC | 6 | $382 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6 | $414 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $445 | 0.00% | −46−86.8% | Reduced |
| Claris Advisors, LLC | 8 | $508 | 0.00% | +8 | New |
| West Branch Capital LLC | 8 | $509 | 0.00% | +8 | New |
| Annapolis Financial Services, LLC | 9 | $548 | 0.00% | +9 | New |
| State of Wyoming | 9 | $572 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 10 | $601 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 18 | $1.00K | 0.00% | +18 | New |
| Asset Dedication, LLC | 16 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $1.14K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 23 | $1.46K | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 27 | $1.72K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 27 | $1.72K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 32 | $1.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $1.97K | 0.00% | −1−3.1% | Reduced |
| Capital Analysts, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 49 | $2.00K | 0.00% | +49 | New |
| CVA Family Office, LLC | 41 | $2.61K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $2.88K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 52 | $3.31K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 52 | $3.31K | 0.00% | +52 | New |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $3.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 57 | $3.62K | 0.00% | −4−6.6% | Reduced |
| Altshuler Shaham Ltd | 58 | $3.69K | 0.00% | −13−18.3% | Reduced |
| McIlrath & Eck, LLC | 60 | $3.81K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $4.77K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 75 | $4.77K | 0.00% | +75 | New |
| WealthCollab, LLC | 78 | $4.96K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 78 | $4.96K | 0.00% | +78 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $5.08K | 0.00% | +57+247.8% | Added |
| Horizon Investments, LLC | 90 | $5.72K | 0.00% | +65+260.0% | Added |
| Harbour Investments, Inc. | 92 | $5.85K | 0.00% | +16+21.1% | Added |
| Reston Wealth Management LLC | 97 | $6.16K | 0.00% | +97 | New |
| Hollencrest Capital Management | 111 | $7.05K | 0.00% | +111 | New |
| LRI Investments, LLC | 121 | $7.16K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 108 | $7.25K | 0.00% | −27−20.0% | Reduced |
| Atlas Capital Advisors LLC | 135 | $8.58K | 0.00% | 00.0% | Unchanged |
| Motco | 145 | $9.21K | 0.00% | +145 | New |
| Legacy Investment Solutions, LLC | 158 | $9.38K | 0.01% | +158 | New |
| Legacy Wealth Managment, LLC | 158 | $9.38K | 0.01% | +158 | New |
| Plato Investment Management Ltd | 164 | $10.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 166 | $10.6K | 0.00% | +3+1.8% | Added |
| LGT Financial Advisors LLC | 167 | $10.6K | 0.03% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 167 | $10.6K | 0.00% | +167 | New |
| Massmutual Trust Co FSB | 168 | $10.7K | 0.00% | +37+28.2% | Added |
| EverSource Wealth Advisors, LLC | 175 | $11.1K | 0.00% | −278−61.4% | Reduced |
| Bell Investment Advisors, Inc | 178 | $11.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 183 | $11.6K | 0.00% | −13−6.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 216 | $13.7K | 0.00% | +76+54.3% | Added |
| Creative Financial Designs Inc | 262 | $16.6K | 0.00% | +111+73.5% | Added |
| Pacific Center for Financial Services | 280 | $17.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 287 | $18.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 292 | $18.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 294 | $18.7K | 0.01% | +294 | New |
| Frazier Financial Advisors, LLC | 301 | $19.1K | 0.01% | +30+11.1% | Added |
| Central Trust Co | 317 | $20.1K | 0.00% | −18−5.4% | Reduced |
| Coppell Advisory Solutions LLC | 353 | $22.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 398 | $25.3K | 0.01% | +2+0.5% | Added |
| GAMMA Investing LLC | 400 | $25.4K | 0.00% | +34+9.3% | Added |
| Eastern Bank | 400 | $25.4K | 0.00% | +400 | New |
| Steward Partners Investment Advisory, LLC | 404 | $25.7K | 0.00% | +234+137.6% | Added |
| Lowe Wealth Advisors, LLC | 406 | $25.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 436 | $27.7K | 0.00% | +2+0.5% | Added |
| Cherry Tree Wealth Management, LLC | 449 | $28.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 466 | $29.6K | 0.00% | +400+606.1% | Added |
| Tanglewood Legacy Advisors, LLC | 500 | $31.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 511 | $32.5K | 0.00% | −3,456−87.1% | Reduced |
| Parkside Financial Bank & Trust | 515 | $32.7K | 0.00% | +16+3.2% | Added |
| Darwin Advisors, LLC | 539 | $34.3K | 0.01% | +539 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 549 | $34.9K | 0.01% | +549 | New |
| Atwood & Palmer Inc | 570 | $36.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 583 | $36.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 575 | $36.6K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 637 | $40.0K | 0.00% | +637 | New |
| Penserra Capital Management LLC | 647 | $41.0K | 0.00% | +7+1.1% | Added |
| NVWM, LLC | 676 | $43.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 735 | $46.7K | 0.02% | −17,221−95.9% | Reduced |
| Venturi Wealth Management, LLC | 745 | $47.3K | 0.00% | +80+12.0% | Added |
| Friedenthal Financial | 773 | $49.1K | 0.03% | +773 | New |
| Versant Capital Management, Inc | 778 | $49.4K | 0.01% | +55+7.6% | Added |
| Valley National Advisers Inc | 800 | $50.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 800 | $50.8K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 862 | $54.8K | 0.00% | +862 | New |
| Continuum Advisory, LLC | 1,115 | $65.9K | 0.01% | +15+1.4% | Added |
| Nomura Asset Management Co Ltd | 1,090 | $69.3K | 0.00% | 00.0% | Unchanged |
| Sage Rock Capital Management LP | 1,100 | $69.9K | 0.31% | +1,100 | New |
| HM Payson & Co | 1,150 | $73.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,218 | $77.0K | 0.05% | −664−35.3% | Reduced |
| Richardson Financial Services Inc. | 1,476 | $80.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,274 | $81.0K | 0.01% | +4+0.3% | Added |
| Assetmark, Inc | 1,297 | $82.5K | 0.00% | +1,095+542.1% | Added |
| SRS Capital Advisors, Inc. | 1,300 | $82.6K | 0.01% | +298+29.7% | Added |
| Huntington National Bank | 1,345 | $85.5K | 0.00% | +429+46.8% | Added |