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, 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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 9,416 | $558.9K | 0.08% | +228+2.5% | Added |
| TriaGen Wealth Management LLC | 8,737 | $555.2K | 0.19% | +95+1.1% | Added |
| Harvest Fund Management Co., Ltd | 8,614 | $547.0K | 0.03% | +4,571+113.1% | Added |
| Credit Agricole S A | 8,606 | $546.9K | 0.00% | +8,606 | New |
| Tradewinds, LLC. | 8,581 | $545.3K | 0.17% | 00.0% | Unchanged |
| Ethic Inc. | 11,064 | $543.4K | 0.01% | −2,315−17.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,227 | $522.8K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 8,195 | $520.8K | 0.00% | +916+12.6% | Added |
| FIL Ltd | 8,084 | $513.7K | 0.00% | +6,921+595.1% | Added |
| CWC Advisors, LLC. | 7,963 | $506.0K | 0.50% | +7,963 | New |
| Neuberger Berman Group LLC | 7,935 | $504.3K | 0.00% | −1,580−16.6% | Reduced |
| Maryland State Retirement & Pension System | 7,927 | $503.8K | 0.01% | −3,660−31.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,902 | $502.2K | 0.00% | +2,538+47.3% | Added |
| Dorsey Wright & Associates | 7,813 | $497.0K | 0.12% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,766 | $493.5K | 0.01% | +1,604+26.0% | Added |
| CIBC World Markets Inc. | 7,600 | $483.0K | 0.00% | +470+6.6% | Added |
| Utah Retirement Systems | 7,400 | $470.3K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,385 | $469.3K | 0.03% | +56+0.8% | Added |
| SageView Advisory Group, LLC | 7,353 | $467.3K | 0.02% | −219−2.9% | Reduced |
| True Vision MN LLC | 7,306 | $467.0K | 0.28% | +1,072+17.2% | Added |
| Baader Bank INC | 7,295 | $463.6K | 0.04% | +7,295 | New |
| Oppenheimer & Co Inc | 7,250 | $460.7K | 0.01% | +7,250 | New |
| Moody Lynn & Lieberson, LLC | 7,137 | $453.6K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 7,067 | $449.1K | 0.00% | +7,067 | New |
| Balyasny Asset Management LLC | 7,019 | $446.1K | 0.00% | −1,115−13.7% | Reduced |
| Waldron Private Wealth LLC | 6,966 | $442.7K | 0.02% | +22+0.3% | Added |
| Spears Abacus Advisors LLC | 6,895 | $438.2K | 0.01% | +6,895 | New |
| Avantax Advisory Services, Inc. | 6,650 | $422.6K | 0.00% | +92+1.4% | Added |
| Focus Financial Network, Inc. | 6,593 | $421.5K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,456 | $410.0K | 0.02% | +6,456 | New |
| Csenge Advisory Group | 6,670 | $406.2K | 0.02% | −53−0.8% | Reduced |
| WBI Investments | 6,344 | $403.2K | 0.10% | +6,344 | New |
| nVerses Capital, LLC | 6,200 | $394.0K | 0.18% | +6,200 | New |
| Hilltop Holdings Inc. | 6,177 | $392.5K | 0.03% | +6,177 | New |
| International Assets Investment Management, LLC | 24,785 | $390.0K | 0.00% | +24,785 | New |
| ProShare Advisors LLC | 6,085 | $386.7K | 0.00% | −496−7.5% | Reduced |
| TD Private Client Wealth LLC | 6,076 | $386.1K | 0.01% | +1,695+38.7% | Added |
| Jump Financial, LLC | 6,000 | $381.3K | 0.01% | −1,000−14.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,997 | $381.1K | 0.01% | +5,997 | New |
| CAPROCK Group, Inc. | 5,902 | $377.2K | 0.01% | +746+14.5% | Added |
| Bank of Nova Scotia | 5,909 | $375.5K | 0.00% | −1,298−18.0% | Reduced |
| HSBC Holdings PLC | 5,847 | $371.7K | 0.00% | −18,501−76.0% | Reduced |
| National Bank of Canada | 5,843 | $371.3K | 0.00% | −405−6.5% | Reduced |
| Park National Corp | 5,775 | $367.0K | 0.01% | −282−4.7% | Reduced |
| Proequities, Inc. | 5,729 | $366.2K | 0.02% | −375−6.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,669 | $362.4K | 0.01% | −17−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 5,667 | $360.1K | 0.01% | +410+7.8% | Added |
| Arnhold LLC | 5,600 | $355.9K | 0.03% | 00.0% | Unchanged |
| 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 |
| IHT Wealth Management, LLC | 5,586 | $354.9K | 0.01% | +288+5.4% | Added |
| Brown Capital Management LLC | 5,585 | $354.9K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 5,572 | $354.1K | 0.01% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 5,555 | $353.0K | 0.07% | +500+9.9% | Added |
| Lindenwold Advisors | 5,523 | $351.0K | 0.18% | +5,523 | New |
| Prosperity Consulting Group, LLC | 5,491 | $348.9K | 0.03% | +5,491 | New |
| Gallacher Capital Management LLC | 5,389 | $342.5K | 0.16% | −1,398−20.6% | Reduced |
| Vident Advisory, LLC | 5,275 | $335.2K | 0.01% | −12,386−70.1% | Reduced |
| Washington Trust Co | 5,100 | $324.1K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,043 | $320.5K | 0.02% | 00.0% | Unchanged |
| 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 |
| Coldstream Capital Management Inc | 4,878 | $309.2K | 0.01% | +198+4.2% | Added |
| Intrust Bank NA | 4,826 | $306.7K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,800 | $305.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,800 | $305.0K | 0.00% | −1,517−24.0% | Reduced |
| My Legacy Advisors, LLC | 4,765 | $302.8K | 0.12% | −960−16.8% | Reduced |
| ClearAlpha Technologies LP | 4,713 | $299.5K | 0.13% | −1,420−23.2% | Reduced |
| Umb Bank N A | 4,699 | $298.6K | 0.00% | +349+8.0% | Added |
| Ronald Blue Trust, Inc. | 5,482 | $297.3K | 0.00% | +1,219+28.6% | Added |
| Globeflex Capital L P | 4,663 | $296.3K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,952 | $295.8K | 0.01% | −20.0% | Reduced |
| PFG Investments, LLC | 4,643 | $295.1K | 0.02% | +18+0.4% | Added |
| Fort, L.P. | 4,628 | $294.1K | 0.74% | +17+0.4% | Added |
| Silver Coast Investments LLC | 4,576 | $290.8K | 0.11% | +4,576 | New |
| Fifth Third Wealth Advisors LLC | 4,539 | $288.5K | 0.02% | −205−4.3% | Reduced |
| NDVR, Inc. | 4,515 | $287.3K | 0.29% | +192+4.4% | Added |
| 1620 Investment Advisors, Inc. | 4,504 | $286.2K | 0.21% | −3,921−46.5% | Reduced |
| Resources Investment Advisors, LLC. | 4,473 | $284.3K | 0.00% | −163−3.5% | Reduced |
| Range Financial Group LLC | 4,406 | $280.0K | 0.39% | −10,347−70.1% | Reduced |
| Bleakley Financial Group, LLC | 4,392 | $279.1K | 0.01% | +73+1.7% | Added |
| Eagle Bay Advisors LLC | 4,276 | $273.3K | 0.10% | +56+1.3% | Added |
| DGS Capital Management, LLC | 4,251 | $270.2K | 0.07% | +298+7.5% | Added |
| EP Wealth Advisors, LLC | 4,245 | $269.8K | 0.00% | +221+5.5% | Added |
| Brown Brothers Harriman & Co | 4,180 | $265.6K | 0.00% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 4,174 | $265.3K | 0.11% | −146−3.4% | Reduced |
| Banque Cantonale Vaudoise | 4,124 | $262.0K | 0.01% | +1,586+62.5% | Added |
| Barnett & Company, Inc. | 4,120 | $261.8K | 0.17% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,110 | $261.2K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,059 | $257.9K | 0.01% | +19+0.5% | Added |
| CIBC Asset Management Inc | 4,041 | $256.8K | 0.00% | +141+3.6% | Added |
| Thrive Wealth Management, LLC | 4,040 | $256.7K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,024 | $255.7K | 0.01% | −23−0.6% | Reduced |
| Belmont Capital, LLC | 4,000 | $254.2K | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 3,945 | $250.7K | 0.02% | +3,945 | New |
| Strategy Asset Managers LLC | 3,864 | $245.6K | 0.05% | +3,864 | New |
| Hyperion Capital Advisors LP | 3,800 | $241.5K | 0.11% | +3,800 | New |
| Next Level Private LLC | 3,757 | $238.8K | 0.10% | +22+0.6% | Added |
| Gries Financial LLC | 3,664 | $232.8K | 0.04% | −94−2.5% | Reduced |