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, 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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 10,173 | $537.5K | 0.07% | +1,246+14.0% | Added |
| Sunbelt Securities, Inc. | 10,263 | $535.1K | 0.05% | −27−0.3% | Reduced |
| Boothbay Fund Management, LLC | 10,098 | $533.6K | 0.02% | +10,098 | New |
| Bartlett & Co. Wealth Management LLC | 10,000 | $532.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,046 | $531.1K | 0.00% | −33,222−76.8% | Reduced |
| AE Wealth Management LLC | 10,048 | $530.9K | 0.00% | −197−1.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 9,920 | $524.2K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,607 | $515.2K | 0.03% | +100+1.1% | Added |
| IFP Advisors, Inc | 9,670 | $510.9K | 0.02% | +119+1.2% | Added |
| Cresset Asset Management, LLC | 9,584 | $508.5K | 0.00% | −16,737−63.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,485 | $501.2K | 0.00% | +1,290+15.7% | Added |
| Chesley Taft & Associates LLC | 9,341 | $493.6K | 0.02% | −59−0.6% | Reduced |
| Scotia Capital Inc. | 9,262 | $489.4K | 0.00% | +9,262 | New |
| Teza Capital Management LLC | 9,208 | $486.6K | 0.07% | −33,566−78.5% | Reduced |
| Paradigm Financial Partners, LLC | 9,160 | $484.0K | 0.06% | −256−2.7% | Reduced |
| Principal Securities, Inc. | 9,104 | $481.1K | 0.01% | +1,338+17.2% | Added |
| Boston Family Office LLC | 9,000 | $476.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 8,854 | $467.8K | 0.16% | +117+1.3% | Added |
| Empirical Finance, LLC | 8,751 | $462.4K | 0.03% | +8,751 | New |
| Tradewinds, LLC. | 8,581 | $449.0K | 0.12% | 00.0% | Unchanged |
| Walleye Trading LLC | 8,425 | $445.2K | 0.01% | +8,425 | New |
| Schonfeld Strategic Advisors LLC | 8,312 | $439.2K | 0.00% | +410+5.2% | Added |
| Advisors Capital Management, LLC | 8,261 | $436.6K | 0.01% | +8,261 | New |
| Dorsey & Whitney Trust CO LLC | 8,227 | $434.7K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 8,125 | $429.0K | 0.00% | +525+6.9% | Added |
| Vestcor Inc | 8,004 | $423.0K | 0.01% | −11,107−58.1% | Reduced |
| Maryland State Retirement & Pension System | 7,927 | $418.9K | 0.01% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 7,852 | $414.9K | 0.41% | −111−1.4% | Reduced |
| Keybank National Association | 7,840 | $414.3K | 0.00% | −1,753−18.3% | Reduced |
| Dorsey Wright & Associates | 7,803 | $412.0K | 0.10% | −10−0.1% | Reduced |
| Captrust Financial Advisors | 7,707 | $407.2K | 0.00% | −3,462−31.0% | Reduced |
| AdvisorShares Investments LLC | 7,600 | $401.6K | 0.08% | +7,600 | New |
| Pallas Capital Advisors LLC | 7,451 | $393.7K | 0.02% | −4,087−35.4% | Reduced |
| SageView Advisory Group, LLC | 7,443 | $393.3K | 0.02% | +90+1.2% | Added |
| Utah Retirement Systems | 7,400 | $391.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,232 | $382.1K | 0.02% | −153−2.1% | Reduced |
| Brinker Capital Investments, LLC | 7,222 | $381.6K | 0.00% | +1,623+29.0% | Added |
| Orion Portfolio Solutions, LLC | 7,222 | $381.6K | 0.00% | +1,623+29.0% | Added |
| Moody Lynn & Lieberson, LLC | 7,197 | $380.3K | 0.02% | +60+0.8% | Added |
| MOKAN Wealth Management Inc. | 7,008 | $370.3K | 0.24% | +7,008 | New |
| Lindenwold Advisors | 6,985 | $369.1K | 0.20% | +1,462+26.5% | Added |
| TD Private Client Wealth LLC | 6,961 | $367.8K | 0.01% | +885+14.6% | Added |
| Avantax Advisory Services, Inc. | 6,909 | $365.0K | 0.00% | +259+3.9% | Added |
| Merit Financial Group, LLC | 6,855 | $362.2K | 0.01% | +6,855 | New |
| Ronald Blue Trust, Inc. | 6,792 | $358.9K | 0.00% | +1,310+23.9% | Added |
| Hilltop Holdings Inc. | 6,756 | $357.0K | 0.02% | +579+9.4% | Added |
| Focus Financial Network, Inc. | 6,633 | $353.0K | 0.01% | +40+0.6% | Added |
| Park National Corp | 6,468 | $341.8K | 0.01% | +693+12.0% | Added |
| Proequities, Inc. | 6,414 | $341.6K | 0.02% | +685+12.0% | Added |
| Shell Asset Management Co | 6,456 | $341.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,412 | $338.8K | 0.00% | +327+5.4% | Added |
| Brown Capital Management LLC | 6,335 | $334.7K | 0.01% | +750+13.4% | Added |
| Csenge Advisory Group | 6,210 | $328.1K | 0.02% | −460−6.9% | Reduced |
| Bank of Nova Scotia | 6,170 | $326.0K | 0.00% | +261+4.4% | Added |
| SG Americas Securities, LLC | 6,032 | $319.0K | 0.00% | −18,517−75.4% | Reduced |
| Tennessee Valley Asset Management Partners | 5,878 | $310.6K | 0.05% | +5,878 | New |
| KBC Group NV | 5,841 | $309.0K | 0.00% | +2,281+64.1% | Added |
| Susquehanna Fundamental Investments, LLC | 5,800 | $306.5K | 0.01% | +5,800 | New |
| Robertson Stephens Wealth Management, LLC | 5,703 | $303.5K | 0.01% | +34+0.6% | Added |
| IHT Wealth Management, LLC | 5,738 | $303.2K | 0.01% | +152+2.7% | Added |
| Kingsview Wealth Management, LLC | 5,660 | $299.1K | 0.01% | −7−0.1% | Reduced |
| Affinity Capital Advisors, LLC | 5,555 | $298.1K | 0.06% | 00.0% | Unchanged |
| Arnhold LLC | 5,600 | $295.9K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,549 | $293.2K | 0.01% | +5,549 | New |
| Prosperity Consulting Group, LLC | 5,536 | $292.5K | 0.02% | +45+0.8% | Added |
| EMC Capital Management | 5,512 | $291.0K | 0.16% | −3,101−36.0% | Reduced |
| My Legacy Advisors, LLC | 5,124 | $284.3K | 0.11% | +359+7.5% | Added |
| Gallacher Capital Management LLC | 5,330 | $281.6K | 0.14% | −59−1.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,677 | $281.0K | 0.05% | +9,677 | New |
| Shelton Capital Management | 5,268 | $278.4K | 0.01% | −304−5.5% | Reduced |
| Washington Trust Co | 5,100 | $269.5K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 5,114 | $266.6K | 0.00% | +5,114 | New |
| Spears Abacus Advisors LLC | 5,030 | $265.8K | 0.01% | −1,865−27.0% | Reduced |
| 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 |
| Level Four Advisory Services, LLC | 4,961 | $262.1K | 0.01% | +9+0.2% | Added |
| Balyasny Asset Management LLC | 4,951 | $261.6K | 0.00% | −2,068−29.5% | Reduced |
| CAPROCK Group, Inc. | 4,856 | $258.7K | 0.01% | −1,046−17.7% | Reduced |
| Silver Coast Investments LLC | 4,876 | $257.6K | 0.10% | +300+6.6% | Added |
| NDVR, Inc. | 4,873 | $257.5K | 0.25% | +358+7.9% | Added |
| Pinnacle Associates Ltd | 4,871 | $257.4K | 0.00% | +650+15.4% | Added |
| Intrust Bank NA | 4,826 | $255.0K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,800 | $253.6K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 4,780 | $252.6K | 0.00% | −1,063−18.2% | Reduced |
| Jefferies Financial Group Inc. | 4,758 | $251.4K | 0.00% | +4,758 | New |
| Umb Bank N A | 4,686 | $247.6K | 0.00% | −13−0.3% | Reduced |
| Coldstream Capital Management Inc | 4,630 | $244.7K | 0.01% | −248−5.1% | Reduced |
| EP Wealth Advisors, LLC | 4,525 | $239.1K | 0.00% | +280+6.6% | Added |
| Fifth Third Wealth Advisors LLC | 4,491 | $237.3K | 0.01% | −48−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 4,469 | $236.1K | 0.00% | −4−0.1% | Reduced |
| 1620 Investment Advisors, Inc. | 4,398 | $232.4K | 0.18% | −106−2.4% | Reduced |
| Eagle Bay Advisors LLC | 4,327 | $230.3K | 0.14% | +51+1.2% | Added |
| Cahill Financial Advisors Inc | 4,355 | $230.1K | 0.03% | +4,355 | New |
| Bleakley Financial Group, LLC | 4,323 | $228.4K | 0.01% | −69−1.6% | Reduced |
| CIBC Asset Management Inc | 4,263 | $225.3K | 0.00% | +222+5.5% | Added |
| DGS Capital Management, LLC | 4,260 | $225.1K | 0.06% | +9+0.2% | Added |
| Prossimo Advisors, LLC | 4,237 | $224.0K | 0.16% | +687+19.4% | Added |
| PFG Investments, LLC | 4,197 | $221.7K | 0.01% | −446−9.6% | Reduced |