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, Q4 2024
Institutional positions in H&R Block Inc as of Dec 31, 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
- 552
- +16 vs. Q3 2024
- Shares held
- 126.4M
- +2.10M (+1.7%) vs. Q3 2024
- Total value
- $6.68B
- −$1.22B (−15.5%) vs. Q3 2024
- New holders
- 83
- 212 more added
- Sold out
- 67
- 168 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Archer Investment Corp | 800 | $42.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 827 | $43.0K | 0.01% | +27+3.4% | Added |
| Versant Capital Management, Inc | 834 | $44.1K | 0.01% | +56+7.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 838 | $44.3K | 0.01% | +289+52.6% | Added |
| SBI Securities Co., Ltd. | 867 | $45.8K | 0.00% | +867 | New |
| Nomura Asset Management Co Ltd | 1,090 | $57.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,113 | $59.0K | 0.04% | −105−8.6% | Reduced |
| HM Payson & Co | 1,150 | $60.8K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,165 | $61.6K | 0.01% | +50+4.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,182 | $62.0K | 0.00% | −306−20.6% | Reduced |
| Parallel Advisors, LLC | 1,307 | $69.1K | 0.00% | −119−8.3% | Reduced |
| Quadrant Capital Group LLC | 1,378 | $72.8K | 0.01% | +104+8.2% | Added |
| Bryn Mawr Trust Co | 1,381 | $73.0K | 0.00% | −1,280−48.1% | Reduced |
| Geneos Wealth Management Inc. | 1,413 | $74.7K | 0.00% | +1,413 | New |
| Huntington National Bank | 1,417 | $74.9K | 0.00% | +72+5.4% | Added |
| Richardson Financial Services Inc. | 1,490 | $77.7K | 0.05% | +14+0.9% | Added |
| Harbour Investments, Inc. | 1,520 | $80.3K | 0.00% | +1,428+1,552.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,609 | $85.0K | 0.00% | +1,426+779.2% | Added |
| GeoWealth Management, LLC | 1,612 | $85.2K | 0.00% | +750+87.0% | Added |
| Kapitalo Investimentos Ltda | 1,614 | $85.3K | 0.06% | +1,614 | New |
| Lindbrook Capital, LLC | 1,659 | $87.7K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,660 | $87.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,980 | $104.6K | 0.01% | +1+0.1% | Added |
| Independence Bank of Kentucky | 2,000 | $105.7K | 0.02% | +2,000 | New |
| Mendota Financial Group, LLC | 2,199 | $116.2K | 0.08% | +2,199 | New |
| Salem Investment Counselors Inc | 2,200 | $117.1K | 0.00% | −50−2.2% | Reduced |
| Private Trust Co NA | 2,283 | $120.6K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,303 | $121.7K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,415 | $127.6K | 0.00% | +13+0.5% | Added |
| Bessemer Group Inc | 2,606 | $138.0K | 0.00% | +148+6.0% | Added |
| CIBC Private Wealth Group, LLC | 2,646 | $143.7K | 0.00% | +263+11.0% | Added |
| SRS Capital Advisors, Inc. | 2,755 | $145.6K | 0.01% | +1,455+111.9% | Added |
| Ci Investments Inc. | 3,027 | $160.0K | 0.00% | +98+3.3% | Added |
| Paladin Advisory Group, LLC | 3,584 | $189.4K | 0.15% | 00.0% | Unchanged |
| Quarry LP | 3,700 | $195.5K | 0.04% | +3,700 | New |
| Lecap Asset Management Ltd | 3,796 | $200.6K | 0.05% | −22,647−85.6% | Reduced |
| Plato Investment Management Ltd | 3,814 | $202.3K | 0.01% | +3,650+2,225.6% | Added |
| Axxcess Wealth Management, LLC | 3,846 | $203.2K | 0.01% | +274+7.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,853 | $203.6K | 0.01% | +3,853 | New |
| Colonial River Wealth Management, LLC | 3,860 | $204.0K | 0.10% | +268+7.5% | Added |
| Global Retirement Partners, LLC | 3,863 | $204.1K | 0.01% | +766+24.7% | Added |
| Strategy Asset Managers LLC | 3,864 | $204.2K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,952 | $208.8K | 0.00% | +1,240+45.7% | Added |
| Allworth Financial LP | 3,968 | $211.3K | 0.00% | +2,322+141.1% | Added |
| Belmont Capital, LLC | 4,000 | $211.4K | 0.03% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,040 | $213.5K | 0.04% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,045 | $214.0K | 0.09% | +4,045 | New |
| Armstrong Advisory Group, Inc | 4,110 | $217.2K | 0.02% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 4,120 | $217.7K | 0.14% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 4,174 | $220.6K | 0.09% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,180 | $220.9K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,197 | $221.7K | 0.01% | −446−9.6% | Reduced |
| Prossimo Advisors, LLC | 4,237 | $224.0K | 0.16% | +687+19.4% | Added |
| DGS Capital Management, LLC | 4,260 | $225.1K | 0.06% | +9+0.2% | Added |
| CIBC Asset Management Inc | 4,263 | $225.3K | 0.00% | +222+5.5% | Added |
| Bleakley Financial Group, LLC | 4,323 | $228.4K | 0.01% | −69−1.6% | Reduced |
| Cahill Financial Advisors Inc | 4,355 | $230.1K | 0.03% | +4,355 | New |
| Eagle Bay Advisors LLC | 4,327 | $230.3K | 0.14% | +51+1.2% | Added |
| 1620 Investment Advisors, Inc. | 4,398 | $232.4K | 0.18% | −106−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 4,469 | $236.1K | 0.00% | −4−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,491 | $237.3K | 0.01% | −48−1.1% | Reduced |
| EP Wealth Advisors, LLC | 4,525 | $239.1K | 0.00% | +280+6.6% | Added |
| Coldstream Capital Management Inc | 4,630 | $244.7K | 0.01% | −248−5.1% | Reduced |
| Umb Bank N A | 4,686 | $247.6K | 0.00% | −13−0.3% | Reduced |
| Jefferies Financial Group Inc. | 4,758 | $251.4K | 0.00% | +4,758 | New |
| National Bank of Canada | 4,780 | $252.6K | 0.00% | −1,063−18.2% | Reduced |
| Guyasuta Investment Advisors Inc | 4,800 | $253.6K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 4,826 | $255.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,871 | $257.4K | 0.00% | +650+15.4% | Added |
| NDVR, Inc. | 4,873 | $257.5K | 0.25% | +358+7.9% | Added |
| Silver Coast Investments LLC | 4,876 | $257.6K | 0.10% | +300+6.6% | Added |
| CAPROCK Group, Inc. | 4,856 | $258.7K | 0.01% | −1,046−17.7% | Reduced |
| Balyasny Asset Management LLC | 4,951 | $261.6K | 0.00% | −2,068−29.5% | Reduced |
| Level Four Advisory Services, LLC | 4,961 | $262.1K | 0.01% | +9+0.2% | Added |
| Roof Eidam & Maycock | 5,000 | $264.2K | 0.07% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $264.2K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,000 | $264.2K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 5,000 | $264.2K | 0.00% | +5,000 | New |
| Spears Abacus Advisors LLC | 5,030 | $265.8K | 0.01% | −1,865−27.0% | Reduced |
| Raiffeisen Bank International AG | 5,114 | $266.6K | 0.00% | +5,114 | New |
| Washington Trust Co | 5,100 | $269.5K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 5,268 | $278.4K | 0.01% | −304−5.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,677 | $281.0K | 0.05% | +9,677 | New |
| Gallacher Capital Management LLC | 5,330 | $281.6K | 0.14% | −59−1.1% | Reduced |
| My Legacy Advisors, LLC | 5,124 | $284.3K | 0.11% | +359+7.5% | Added |
| EMC Capital Management | 5,512 | $291.0K | 0.16% | −3,101−36.0% | Reduced |
| Prosperity Consulting Group, LLC | 5,536 | $292.5K | 0.02% | +45+0.8% | Added |
| Journey Strategic Wealth LLC | 5,549 | $293.2K | 0.01% | +5,549 | New |
| Arnhold LLC | 5,600 | $295.9K | 0.03% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 5,555 | $298.1K | 0.06% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,660 | $299.1K | 0.01% | −7−0.1% | Reduced |
| IHT Wealth Management, LLC | 5,738 | $303.2K | 0.01% | +152+2.7% | Added |
| Robertson Stephens Wealth Management, LLC | 5,703 | $303.5K | 0.01% | +34+0.6% | Added |
| Susquehanna Fundamental Investments, LLC | 5,800 | $306.5K | 0.01% | +5,800 | New |
| KBC Group NV | 5,841 | $309.0K | 0.00% | +2,281+64.1% | Added |
| Tennessee Valley Asset Management Partners | 5,878 | $310.6K | 0.05% | +5,878 | New |
| SG Americas Securities, LLC | 6,032 | $319.0K | 0.00% | −18,517−75.4% | Reduced |
| Bank of Nova Scotia | 6,170 | $326.0K | 0.00% | +261+4.4% | Added |
| Csenge Advisory Group | 6,210 | $328.1K | 0.02% | −460−6.9% | Reduced |
| Brown Capital Management LLC | 6,335 | $334.7K | 0.01% | +750+13.4% | Added |