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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 3,634 | $230.9K | 0.01% | +3,634 | New |
| Colonial River Wealth Management, LLC | 3,592 | $228.3K | 0.11% | +3,592 | New |
| Paladin Advisory Group, LLC | 3,584 | $227.8K | 0.17% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,572 | $227.0K | 0.01% | +3,572 | 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 |
| Taylor Hoffman Capital Management LLC | 3,772 | $225.3K | 0.09% | +3,772 | New |
| Venture Visionary Partners LLC | 3,500 | $222.4K | 0.01% | +3,500 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,435 | $218.3K | 0.01% | +3,435 | New |
| Applied Finance Capital Management, LLC | 3,380 | $214.8K | 0.01% | +3,380 | New |
| HighPoint Advisor Group LLC | 3,571 | $212.7K | 0.01% | +3,571 | New |
| Forum Financial Management, LP | 3,271 | $207.9K | 0.00% | +3,271 | New |
| Rafferty Asset Management, LLC | 3,218 | $204.5K | 0.00% | +3,218 | New |
| Dark Forest Capital Management LP | 3,217 | $204.4K | 0.03% | +3,217 | New |
| Pinnacle Associates Ltd | 4,221 | $204.2K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,212 | $204.1K | 0.01% | +3,212 | New |
| Trustmark National Bank Trust Department | 3,201 | $203.4K | 0.02% | +3,201 | New |
| Kaizen Financial Strategies | 3,199 | $203.3K | 0.12% | +3,199 | New |
| Lido Advisors, LLC | 3,197 | $203.2K | 0.00% | +3,197 | New |
| Evergreen Capital Management LLC | 3,175 | $202.8K | 0.01% | +3,175 | New |
| Marex Group plc | 3,182 | $202.2K | 0.00% | +3,182 | New |
| Pensionmark Financial Group, LLC | 3,165 | $201.1K | 0.01% | +3,165 | New |
| Global Retirement Partners, LLC | 3,097 | $196.8K | 0.01% | +648+26.5% | Added |
| Tower Research Capital LLC (TRC) | 3,093 | $196.6K | 0.01% | −2,381−43.5% | Reduced |
| Ci Investments Inc. | 2,929 | $186.0K | 0.00% | +544+22.8% | Added |
| Advisors Asset Management, Inc. | 2,712 | $172.3K | 0.00% | +1,730+176.2% | Added |
| Bryn Mawr Trust Co | 2,661 | $169.1K | 0.00% | +2,661 | New |
| Bessemer Group Inc | 2,458 | $156.0K | 0.00% | +218+9.7% | Added |
| Signaturefd, LLC | 2,402 | $152.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,383 | $151.4K | 0.00% | +157+7.1% | Added |
| Gladius Capital Management LP | 2,316 | $147.2K | 0.09% | −5,946−72.0% | Reduced |
| Center for Financial Planning, Inc. | 2,303 | $146.4K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 2,283 | $145.1K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,250 | $143.8K | 0.00% | +50+2.3% | Added |
| EMC Capital Management | 8,613 | $136.0K | 0.11% | +3,101+56.3% | Added |
| North Star Investment Management Corp. | 1,979 | $125.7K | 0.01% | +1+0.1% | Added |
| Capital Performance Advisors LLP | 1,898 | $120.6K | 0.04% | +1,898 | New |
| Federation des caisses Desjardins du Quebec | 1,660 | $105.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,659 | $105.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,646 | $104.6K | 0.00% | −829−33.5% | Reduced |
| Danske Bank A/S | 1,500 | $95.3K | 0.00% | +1,500 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,488 | $94.6K | 0.00% | −309−17.2% | Reduced |
| Parallel Advisors, LLC | 1,426 | $90.6K | 0.00% | +530+59.2% | Added |
| Walleye Capital LLC | 1,377 | $87.5K | 0.00% | −3,710−72.9% | Reduced |
| Huntington National Bank | 1,345 | $85.5K | 0.00% | +429+46.8% | Added |
| SRS Capital Advisors, Inc. | 1,300 | $82.6K | 0.01% | +298+29.7% | Added |
| Assetmark, Inc | 1,297 | $82.5K | 0.00% | +1,095+542.1% | Added |
| Quadrant Capital Group LLC | 1,274 | $81.0K | 0.01% | +4+0.3% | Added |
| Richardson Financial Services Inc. | 1,476 | $80.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 1,218 | $77.0K | 0.05% | −664−35.3% | Reduced |
| HM Payson & Co | 1,150 | $73.1K | 0.00% | 00.0% | Unchanged |
| Sage Rock Capital Management LP | 1,100 | $69.9K | 0.31% | +1,100 | New |
| Nomura Asset Management Co Ltd | 1,090 | $69.3K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,115 | $65.9K | 0.01% | +15+1.4% | Added |
| GeoWealth Management, LLC | 862 | $54.8K | 0.00% | +862 | New |
| Archer Investment Corp | 800 | $50.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $50.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 778 | $49.4K | 0.01% | +55+7.6% | Added |
| Friedenthal Financial | 773 | $49.1K | 0.03% | +773 | New |
| Venturi Wealth Management, LLC | 745 | $47.3K | 0.00% | +80+12.0% | Added |
| True Wealth Design, LLC | 735 | $46.7K | 0.02% | −17,221−95.9% | Reduced |
| NVWM, LLC | 676 | $43.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 647 | $41.0K | 0.00% | +7+1.1% | Added |
| Harbor Capital Advisors, Inc. | 637 | $40.0K | 0.00% | +637 | New |
| PrairieView Partners, LLC | 608 | $38.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 575 | $36.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 583 | $36.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $36.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 549 | $34.9K | 0.01% | +549 | New |
| Darwin Advisors, LLC | 539 | $34.3K | 0.01% | +539 | New |
| Parkside Financial Bank & Trust | 515 | $32.7K | 0.00% | +16+3.2% | Added |
| Smartleaf Asset Management LLC | 511 | $32.5K | 0.00% | −3,456−87.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 500 | $31.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 466 | $29.6K | 0.00% | +400+606.1% | Added |
| Cherry Tree Wealth Management, LLC | 449 | $28.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 436 | $27.7K | 0.00% | +2+0.5% | Added |
| Lowe Wealth Advisors, LLC | 406 | $25.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 404 | $25.7K | 0.00% | +234+137.6% | Added |
| GAMMA Investing LLC | 400 | $25.4K | 0.00% | +34+9.3% | Added |
| Eastern Bank | 400 | $25.4K | 0.00% | +400 | New |
| Rise Advisors, LLC | 398 | $25.3K | 0.01% | +2+0.5% | Added |
| Coppell Advisory Solutions LLC | 353 | $22.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 317 | $20.1K | 0.00% | −18−5.4% | Reduced |
| Frazier Financial Advisors, LLC | 301 | $19.1K | 0.01% | +30+11.1% | Added |
| Skopos Labs, Inc. | 294 | $18.7K | 0.01% | +294 | New |
| Whittier Trust Co | 292 | $18.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 287 | $18.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $17.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 262 | $16.6K | 0.00% | +111+73.5% | Added |
| AdvisorNet Financial, Inc | 216 | $13.7K | 0.00% | +76+54.3% | Added |
| Caldwell Sutter Capital, Inc. | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 183 | $11.6K | 0.00% | −13−6.6% | Reduced |
| Bell Investment Advisors, Inc | 178 | $11.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 175 | $11.1K | 0.00% | −278−61.4% | Reduced |
| Massmutual Trust Co FSB | 168 | $10.7K | 0.00% | +37+28.2% | Added |
| LGT Financial Advisors LLC | 167 | $10.6K | 0.03% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 167 | $10.6K | 0.00% | +167 | New |
| JFS Wealth Advisors, LLC | 166 | $10.6K | 0.00% | +3+1.8% | Added |
| Plato Investment Management Ltd | 164 | $10.4K | 0.00% | 00.0% | Unchanged |