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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 1,377 | $87.5K | 0.00% | −3,710−72.9% | Reduced |
| Parallel Advisors, LLC | 1,426 | $90.6K | 0.00% | +530+59.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,488 | $94.6K | 0.00% | −309−17.2% | Reduced |
| Danske Bank A/S | 1,500 | $95.3K | 0.00% | +1,500 | New |
| Allworth Financial LP | 1,646 | $104.6K | 0.00% | −829−33.5% | Reduced |
| Lindbrook Capital, LLC | 1,659 | $105.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,660 | $105.5K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,898 | $120.6K | 0.04% | +1,898 | New |
| North Star Investment Management Corp. | 1,979 | $125.7K | 0.01% | +1+0.1% | Added |
| EMC Capital Management | 8,613 | $136.0K | 0.11% | +3,101+56.3% | Added |
| Salem Investment Counselors Inc | 2,250 | $143.8K | 0.00% | +50+2.3% | Added |
| Private Trust Co NA | 2,283 | $145.1K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,303 | $146.4K | 0.02% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,316 | $147.2K | 0.09% | −5,946−72.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,383 | $151.4K | 0.00% | +157+7.1% | Added |
| Signaturefd, LLC | 2,402 | $152.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,458 | $156.0K | 0.00% | +218+9.7% | Added |
| Bryn Mawr Trust Co | 2,661 | $169.1K | 0.00% | +2,661 | New |
| Advisors Asset Management, Inc. | 2,712 | $172.3K | 0.00% | +1,730+176.2% | Added |
| Ci Investments Inc. | 2,929 | $186.0K | 0.00% | +544+22.8% | Added |
| Tower Research Capital LLC (TRC) | 3,093 | $196.6K | 0.01% | −2,381−43.5% | Reduced |
| Global Retirement Partners, LLC | 3,097 | $196.8K | 0.01% | +648+26.5% | Added |
| Pensionmark Financial Group, LLC | 3,165 | $201.1K | 0.01% | +3,165 | New |
| Marex Group plc | 3,182 | $202.2K | 0.00% | +3,182 | New |
| Evergreen Capital Management LLC | 3,175 | $202.8K | 0.01% | +3,175 | New |
| Lido Advisors, LLC | 3,197 | $203.2K | 0.00% | +3,197 | New |
| Kaizen Financial Strategies | 3,199 | $203.3K | 0.12% | +3,199 | New |
| Trustmark National Bank Trust Department | 3,201 | $203.4K | 0.02% | +3,201 | New |
| Paloma Partners Management Co | 3,212 | $204.1K | 0.01% | +3,212 | New |
| Pinnacle Associates Ltd | 4,221 | $204.2K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,217 | $204.4K | 0.03% | +3,217 | New |
| Rafferty Asset Management, LLC | 3,218 | $204.5K | 0.00% | +3,218 | New |
| Forum Financial Management, LP | 3,271 | $207.9K | 0.00% | +3,271 | New |
| HighPoint Advisor Group LLC | 3,571 | $212.7K | 0.01% | +3,571 | New |
| Applied Finance Capital Management, LLC | 3,380 | $214.8K | 0.01% | +3,380 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,435 | $218.3K | 0.01% | +3,435 | New |
| Venture Visionary Partners LLC | 3,500 | $222.4K | 0.01% | +3,500 | New |
| Taylor Hoffman Capital Management LLC | 3,772 | $225.3K | 0.09% | +3,772 | New |
| KBC Group NV | 3,560 | $226.0K | 0.00% | −15,024−80.8% | Reduced |
| Prossimo Advisors, LLC | 3,550 | $226.0K | 0.17% | +3,550 | New |
| Axxcess Wealth Management, LLC | 3,572 | $227.0K | 0.01% | +3,572 | New |
| Paladin Advisory Group, LLC | 3,584 | $227.8K | 0.17% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,592 | $228.3K | 0.11% | +3,592 | New |
| Valeo Financial Advisors, LLC | 3,634 | $230.9K | 0.01% | +3,634 | New |
| Gries Financial LLC | 3,664 | $232.8K | 0.04% | −94−2.5% | Reduced |
| Next Level Private LLC | 3,757 | $238.8K | 0.10% | +22+0.6% | Added |
| Hyperion Capital Advisors LP | 3,800 | $241.5K | 0.11% | +3,800 | New |
| Strategy Asset Managers LLC | 3,864 | $245.6K | 0.05% | +3,864 | New |
| AlphaStar Capital Management, LLC | 3,945 | $250.7K | 0.02% | +3,945 | New |
| Belmont Capital, LLC | 4,000 | $254.2K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,024 | $255.7K | 0.01% | −23−0.6% | Reduced |
| Thrive Wealth Management, LLC | 4,040 | $256.7K | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,041 | $256.8K | 0.00% | +141+3.6% | Added |
| Martingale Asset Management L P | 4,059 | $257.9K | 0.01% | +19+0.5% | Added |
| Armstrong Advisory Group, Inc | 4,110 | $261.2K | 0.02% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 4,120 | $261.8K | 0.17% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,124 | $262.0K | 0.01% | +1,586+62.5% | Added |
| Westshore Wealth, LLC | 4,174 | $265.3K | 0.11% | −146−3.4% | Reduced |
| Brown Brothers Harriman & Co | 4,180 | $265.6K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,245 | $269.8K | 0.00% | +221+5.5% | Added |
| DGS Capital Management, LLC | 4,251 | $270.2K | 0.07% | +298+7.5% | Added |
| Eagle Bay Advisors LLC | 4,276 | $273.3K | 0.10% | +56+1.3% | Added |
| Bleakley Financial Group, LLC | 4,392 | $279.1K | 0.01% | +73+1.7% | Added |
| Range Financial Group LLC | 4,406 | $280.0K | 0.39% | −10,347−70.1% | Reduced |
| Resources Investment Advisors, LLC. | 4,473 | $284.3K | 0.00% | −163−3.5% | Reduced |
| 1620 Investment Advisors, Inc. | 4,504 | $286.2K | 0.21% | −3,921−46.5% | Reduced |
| NDVR, Inc. | 4,515 | $287.3K | 0.29% | +192+4.4% | Added |
| Fifth Third Wealth Advisors LLC | 4,539 | $288.5K | 0.02% | −205−4.3% | Reduced |
| Silver Coast Investments LLC | 4,576 | $290.8K | 0.11% | +4,576 | New |
| Fort, L.P. | 4,628 | $294.1K | 0.74% | +17+0.4% | Added |
| PFG Investments, LLC | 4,643 | $295.1K | 0.02% | +18+0.4% | Added |
| Level Four Advisory Services, LLC | 4,952 | $295.8K | 0.01% | −20.0% | Reduced |
| Globeflex Capital L P | 4,663 | $296.3K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,482 | $297.3K | 0.00% | +1,219+28.6% | Added |
| Umb Bank N A | 4,699 | $298.6K | 0.00% | +349+8.0% | Added |
| ClearAlpha Technologies LP | 4,713 | $299.5K | 0.13% | −1,420−23.2% | Reduced |
| My Legacy Advisors, LLC | 4,765 | $302.8K | 0.12% | −960−16.8% | Reduced |
| Private Advisor Group, LLC | 4,800 | $305.0K | 0.00% | −1,517−24.0% | Reduced |
| Guyasuta Investment Advisors Inc | 4,800 | $305.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 4,826 | $306.7K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,878 | $309.2K | 0.01% | +198+4.2% | Added |
| Roof Eidam & Maycock | 5,000 | $317.8K | 0.08% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $317.8K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,000 | $317.8K | 0.04% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,043 | $320.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 5,100 | $324.1K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,275 | $335.2K | 0.01% | −12,386−70.1% | Reduced |
| Gallacher Capital Management LLC | 5,389 | $342.5K | 0.16% | −1,398−20.6% | Reduced |
| Prosperity Consulting Group, LLC | 5,491 | $348.9K | 0.03% | +5,491 | New |
| Lindenwold Advisors | 5,523 | $351.0K | 0.18% | +5,523 | New |
| Affinity Capital Advisors, LLC | 5,555 | $353.0K | 0.07% | +500+9.9% | Added |
| Shelton Capital Management | 5,572 | $354.1K | 0.01% | 00.0% | Unchanged |
| Brown Capital Management LLC | 5,585 | $354.9K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,586 | $354.9K | 0.01% | +288+5.4% | Added |
| Brinker Capital Investments, LLC | 5,599 | $355.8K | 0.00% | +378+7.2% | Added |
| Orion Portfolio Solutions, LLC | 5,599 | $355.8K | 0.00% | +378+7.2% | Added |
| Arnhold LLC | 5,600 | $355.9K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,667 | $360.1K | 0.01% | +410+7.8% | Added |
| Robertson Stephens Wealth Management, LLC | 5,669 | $362.4K | 0.01% | −17−0.3% | Reduced |
| Proequities, Inc. | 5,729 | $366.2K | 0.02% | −375−6.1% | Reduced |