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 |
|---|---|---|---|---|---|
| Park National Corp | 5,775 | $367.0K | 0.01% | −282−4.7% | Reduced |
| National Bank of Canada | 5,843 | $371.3K | 0.00% | −405−6.5% | Reduced |
| HSBC Holdings PLC | 5,847 | $371.7K | 0.00% | −18,501−76.0% | Reduced |
| Bank of Nova Scotia | 5,909 | $375.5K | 0.00% | −1,298−18.0% | Reduced |
| CAPROCK Group, Inc. | 5,902 | $377.2K | 0.01% | +746+14.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,997 | $381.1K | 0.01% | +5,997 | New |
| Jump Financial, LLC | 6,000 | $381.3K | 0.01% | −1,000−14.3% | Reduced |
| TD Private Client Wealth LLC | 6,076 | $386.1K | 0.01% | +1,695+38.7% | Added |
| ProShare Advisors LLC | 6,085 | $386.7K | 0.00% | −496−7.5% | Reduced |
| International Assets Investment Management, LLC | 24,785 | $390.0K | 0.00% | +24,785 | New |
| Hilltop Holdings Inc. | 6,177 | $392.5K | 0.03% | +6,177 | New |
| nVerses Capital, LLC | 6,200 | $394.0K | 0.18% | +6,200 | New |
| WBI Investments | 6,344 | $403.2K | 0.10% | +6,344 | New |
| Csenge Advisory Group | 6,670 | $406.2K | 0.02% | −53−0.8% | Reduced |
| Shell Asset Management Co | 6,456 | $410.0K | 0.02% | +6,456 | New |
| Focus Financial Network, Inc. | 6,593 | $421.5K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,650 | $422.6K | 0.00% | +92+1.4% | Added |
| Spears Abacus Advisors LLC | 6,895 | $438.2K | 0.01% | +6,895 | New |
| Waldron Private Wealth LLC | 6,966 | $442.7K | 0.02% | +22+0.3% | Added |
| Balyasny Asset Management LLC | 7,019 | $446.1K | 0.00% | −1,115−13.7% | Reduced |
| Colony Group, LLC | 7,067 | $449.1K | 0.00% | +7,067 | New |
| Moody Lynn & Lieberson, LLC | 7,137 | $453.6K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,250 | $460.7K | 0.01% | +7,250 | New |
| Baader Bank INC | 7,295 | $463.6K | 0.04% | +7,295 | New |
| True Vision MN LLC | 7,306 | $467.0K | 0.28% | +1,072+17.2% | Added |
| SageView Advisory Group, LLC | 7,353 | $467.3K | 0.02% | −219−2.9% | Reduced |
| Flagship Harbor Advisors, LLC | 7,385 | $469.3K | 0.03% | +56+0.8% | Added |
| Utah Retirement Systems | 7,400 | $470.3K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,600 | $483.0K | 0.00% | +470+6.6% | Added |
| Principal Securities, Inc. | 7,766 | $493.5K | 0.01% | +1,604+26.0% | Added |
| Dorsey Wright & Associates | 7,813 | $497.0K | 0.12% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,902 | $502.2K | 0.00% | +2,538+47.3% | Added |
| Maryland State Retirement & Pension System | 7,927 | $503.8K | 0.01% | −3,660−31.6% | Reduced |
| Neuberger Berman Group LLC | 7,935 | $504.3K | 0.00% | −1,580−16.6% | Reduced |
| CWC Advisors, LLC. | 7,963 | $506.0K | 0.50% | +7,963 | New |
| FIL Ltd | 8,084 | $513.7K | 0.00% | +6,921+595.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,195 | $520.8K | 0.00% | +916+12.6% | Added |
| Dorsey & Whitney Trust CO LLC | 8,227 | $522.8K | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 11,064 | $543.4K | 0.01% | −2,315−17.3% | Reduced |
| Tradewinds, LLC. | 8,581 | $545.3K | 0.17% | 00.0% | Unchanged |
| Credit Agricole S A | 8,606 | $546.9K | 0.00% | +8,606 | New |
| Harvest Fund Management Co., Ltd | 8,614 | $547.0K | 0.03% | +4,571+113.1% | Added |
| TriaGen Wealth Management LLC | 8,737 | $555.2K | 0.19% | +95+1.1% | Added |
| Paradigm Financial Partners, LLC | 9,416 | $558.9K | 0.08% | +228+2.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,927 | $567.3K | 0.08% | +8,927 | New |
| Ieq Capital, LLC | 8,947 | $568.6K | 0.01% | +8,947 | New |
| Boston Family Office LLC | 9,000 | $572.0K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,507 | $586.9K | 0.03% | +578+6.5% | Added |
| Qsemble Capital Management, LP | 9,289 | $590.3K | 0.11% | +9,289 | New |
| Chesley Taft & Associates LLC | 9,400 | $597.4K | 0.03% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 9,477 | $602.3K | 0.24% | +373+4.1% | Added |
| IFP Advisors, Inc | 9,551 | $607.0K | 0.02% | +5,846+157.8% | Added |
| Keybank National Association | 9,593 | $609.6K | 0.00% | −1,438−13.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 9,920 | $630.4K | 0.04% | −100−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $639.3K | 0.01% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 10,122 | $643.0K | 1.56% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 10,160 | $645.7K | 0.01% | +337+3.4% | Added |
| AE Wealth Management LLC | 10,245 | $651.1K | 0.01% | −1,312−11.4% | Reduced |
| Sunbelt Securities, Inc. | 10,290 | $653.9K | 0.06% | +27+0.3% | Added |
| Jones Financial Companies LLLP | 10,600 | $673.7K | 0.00% | +9,297+713.5% | Added |
| Inceptionr LLC | 10,627 | $675.3K | 0.16% | +10,627 | New |
| D.A. Davidson & Co. | 10,734 | $682.2K | 0.01% | −10.0% | Reduced |
| Securian Asset Management, Inc | 10,854 | $689.8K | 0.02% | −274−2.5% | Reduced |
| TownSquare Capital, LLC | 10,855 | $689.8K | 0.01% | +1,418+15.0% | Added |
| Group One Trading, L.P. | 10,878 | $691.3K | 0.03% | +2,375+27.9% | Added |
| Pallas Capital Advisors LLC | 11,538 | $692.2K | 0.03% | +4,652+67.6% | Added |
| Fifth Third Bancorp | 11,007 | $699.5K | 0.00% | +452+4.3% | Added |
| Captrust Financial Advisors | 11,169 | $709.8K | 0.00% | +2,645+31.0% | Added |
| New Vernon Capital Holdings II LLC | 11,314 | $719.0K | 0.39% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 11,507 | $731.3K | 0.04% | +11,507 | New |
| IMC-Chicago, LLC | 11,589 | $736.5K | 0.02% | +11,589 | New |
| Point72 (DIFC) Ltd | 11,617 | $738.3K | 0.06% | +11,617 | New |
| RMB Capital Management, LLC | 11,632 | $739.2K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 11,757 | $747.2K | 0.00% | 00.0% | Unchanged |
| Aviso Wealth Management | 11,917 | $757.3K | 0.41% | −500−4.0% | Reduced |
| US Bancorp | 12,125 | $770.5K | 0.00% | −8,924−42.4% | Reduced |
| Quest Partners LLC | 12,341 | $784.3K | 0.07% | +11,627+1,628.4% | Added |
| CSS LLC | 12,448 | $791.1K | 0.05% | +500+4.2% | Added |
| Intech Investment Management LLC | 12,588 | $800.0K | 0.01% | −14,188−53.0% | Reduced |
| TCM Advisors, LLC | – | $800.7K | 0.66% | – | – |
| Affinity Wealth Management LLC | 12,691 | $806.5K | 0.14% | +12,691 | New |
| Atria Wealth Solutions, Inc. | 12,697 | $811.7K | 0.01% | +1,860+17.2% | Added |
| Wolverine Trading, LLC | 12,911 | $821.7K | 0.02% | −2,847−18.1% | Reduced |
| Quantedge Capital Pte Ltd | 13,000 | $826.1K | 0.25% | +13,000 | New |
| Farther Finance Advisors, LLC | 13,617 | $865.4K | 0.03% | +3,527+35.0% | Added |
| Entropy Technologies, LP | 13,667 | $868.5K | 0.09% | −5,088−27.1% | Reduced |
| Savant Capital, LLC | 13,923 | $884.8K | 0.01% | −7,948−36.3% | Reduced |
| Ontario Teachers Pension Plan Board | 13,969 | $887.7K | 0.01% | −15,128−52.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,876 | $945.3K | 0.00% | −3,199−17.7% | Reduced |
| Advisory Research Inc | 14,992 | $952.7K | 0.17% | −8,722−36.8% | Reduced |
| RBF Capital, LLC | 15,000 | $953.3K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,241 | $969.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15,277 | $970.9K | 0.52% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,555 | $989.0K | 0.00% | −1,163−7.0% | Reduced |
| Baird Financial Group, Inc. | 15,609 | $992.0K | 0.00% | −655−4.0% | Reduced |
| Hancock Whitney Corp | 15,662 | $995.3K | 0.03% | +15,662 | New |
| Park Avenue Securities LLC | 15,857 | $1.01M | 0.01% | +303+1.9% | Added |
| New York Life Investment Management LLC | 15,917 | $1.01M | 0.01% | −913−5.4% | Reduced |
| Ascent Group, LLC | 15,942 | $1.01M | 0.08% | −1,935−10.8% | Reduced |
| Federated Hermes, Inc. | 16,591 | $1.05M | 0.00% | −730−4.2% | Reduced |