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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 4,180 | $220.9K | 0.00% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 4,174 | $220.6K | 0.09% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 4,120 | $217.7K | 0.14% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,110 | $217.2K | 0.02% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,045 | $214.0K | 0.09% | +4,045 | New |
| Thrive Wealth Management, LLC | 4,040 | $213.5K | 0.04% | 00.0% | Unchanged |
| Belmont Capital, LLC | 4,000 | $211.4K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 3,968 | $211.3K | 0.00% | +2,322+141.1% | Added |
| Advisors Asset Management, Inc. | 3,952 | $208.8K | 0.00% | +1,240+45.7% | Added |
| Strategy Asset Managers LLC | 3,864 | $204.2K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,863 | $204.1K | 0.01% | +766+24.7% | Added |
| Colonial River Wealth Management, LLC | 3,860 | $204.0K | 0.10% | +268+7.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,853 | $203.6K | 0.01% | +3,853 | New |
| Axxcess Wealth Management, LLC | 3,846 | $203.2K | 0.01% | +274+7.7% | Added |
| Plato Investment Management Ltd | 3,814 | $202.3K | 0.01% | +3,650+2,225.6% | Added |
| Lecap Asset Management Ltd | 3,796 | $200.6K | 0.05% | −22,647−85.6% | Reduced |
| Quarry LP | 3,700 | $195.5K | 0.04% | +3,700 | New |
| Paladin Advisory Group, LLC | 3,584 | $189.4K | 0.15% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,027 | $160.0K | 0.00% | +98+3.3% | Added |
| SRS Capital Advisors, Inc. | 2,755 | $145.6K | 0.01% | +1,455+111.9% | Added |
| CIBC Private Wealth Group, LLC | 2,646 | $143.7K | 0.00% | +263+11.0% | Added |
| Bessemer Group Inc | 2,606 | $138.0K | 0.00% | +148+6.0% | Added |
| Signaturefd, LLC | 2,415 | $127.6K | 0.00% | +13+0.5% | Added |
| Center for Financial Planning, Inc. | 2,303 | $121.7K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 2,283 | $120.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,200 | $117.1K | 0.00% | −50−2.2% | Reduced |
| Mendota Financial Group, LLC | 2,199 | $116.2K | 0.08% | +2,199 | New |
| Independence Bank of Kentucky | 2,000 | $105.7K | 0.02% | +2,000 | New |
| North Star Investment Management Corp. | 1,980 | $104.6K | 0.01% | +1+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,660 | $87.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,659 | $87.7K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,614 | $85.3K | 0.06% | +1,614 | New |
| GeoWealth Management, LLC | 1,612 | $85.2K | 0.00% | +750+87.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,609 | $85.0K | 0.00% | +1,426+779.2% | Added |
| Harbour Investments, Inc. | 1,520 | $80.3K | 0.00% | +1,428+1,552.2% | Added |
| Richardson Financial Services Inc. | 1,490 | $77.7K | 0.05% | +14+0.9% | Added |
| Huntington National Bank | 1,417 | $74.9K | 0.00% | +72+5.4% | Added |
| Geneos Wealth Management Inc. | 1,413 | $74.7K | 0.00% | +1,413 | New |
| Bryn Mawr Trust Co | 1,381 | $73.0K | 0.00% | −1,280−48.1% | Reduced |
| Quadrant Capital Group LLC | 1,378 | $72.8K | 0.01% | +104+8.2% | Added |
| Parallel Advisors, LLC | 1,307 | $69.1K | 0.00% | −119−8.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,182 | $62.0K | 0.00% | −306−20.6% | Reduced |
| Continuum Advisory, LLC | 1,165 | $61.6K | 0.01% | +50+4.5% | Added |
| HM Payson & Co | 1,150 | $60.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,113 | $59.0K | 0.04% | −105−8.6% | Reduced |
| Nomura Asset Management Co Ltd | 1,090 | $57.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 867 | $45.8K | 0.00% | +867 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 838 | $44.3K | 0.01% | +289+52.6% | Added |
| Versant Capital Management, Inc | 834 | $44.1K | 0.01% | +56+7.2% | Added |
| Valley National Advisers Inc | 827 | $43.0K | 0.01% | +27+3.4% | Added |
| Archer Investment Corp | 800 | $42.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 729 | $38.5K | 0.00% | −568−43.8% | Reduced |
| Venturi Wealth Management, LLC | 679 | $35.9K | 0.00% | −66−8.9% | Reduced |
| NVWM, LLC | 676 | $35.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 658 | $34.8K | 0.00% | +258+64.5% | Added |
| Smartleaf Asset Management LLC | 657 | $34.3K | 0.00% | +146+28.6% | Added |
| Harbor Capital Advisors, Inc. | 640 | $34.0K | 0.00% | +3+0.5% | Added |
| Penserra Capital Management LLC | 633 | $33.0K | 0.00% | −14−2.2% | Reduced |
| PrairieView Partners, LLC | 608 | $32.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 575 | $30.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $30.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 566 | $29.9K | 0.00% | −22,490−97.5% | Reduced |
| Parkside Financial Bank & Trust | 562 | $29.7K | 0.00% | +47+9.1% | Added |
| Newbridge Financial Services Group, Inc. | 555 | $29.3K | 0.01% | +555 | New |
| Darwin Advisors, LLC | 539 | $28.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 532 | $28.1K | 0.00% | +532 | New |
| Endeavor Private Wealth, Inc. | 500 | $26.6K | 0.03% | +500 | New |
| Tanglewood Legacy Advisors, LLC | 500 | $26.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 466 | $24.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 449 | $23.7K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 438 | $23.2K | 0.00% | +2+0.5% | Added |
| Lowe Wealth Advisors, LLC | 406 | $21.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 404 | $21.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 401 | $21.2K | 0.00% | +1+0.3% | Added |
| Rise Advisors, LLC | 400 | $21.1K | 0.01% | +2+0.5% | Added |
| Lee Danner & Bass Inc | 400 | $21.1K | 0.00% | +400 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 362 | $19.1K | 0.00% | +282+352.5% | Added |
| Coppell Advisory Solutions LLC | 353 | $18.4K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 312 | $16.5K | 0.01% | +312 | New |
| Skopos Labs, Inc. | 298 | $15.7K | 0.00% | +4+1.4% | Added |
| Central Trust Co | 297 | $15.7K | 0.00% | −20−6.3% | Reduced |
| Whittier Trust Co | 292 | $15.4K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $14.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 275 | $14.5K | 0.00% | +100+57.1% | Added |
| Park Square Financial Group, LLC | 271 | $14.3K | 0.01% | +271 | New |
| Harvest Fund Management Co., Ltd | 270 | $14.0K | 0.00% | −8,344−96.9% | Reduced |
| Asset Dedication, LLC | 241 | $12.7K | 0.00% | +225+1,406.3% | Added |
| Massmutual Trust Co FSB | 231 | $12.2K | 0.00% | +63+37.5% | Added |
| Wood Tarver Financial Group, LLC | 241 | $12.0K | 0.00% | +241 | New |
| AdvisorNet Financial, Inc | 225 | $11.9K | 0.00% | +9+4.2% | Added |
| Caitong International Asset Management Co., Ltd | 211 | $11.1K | 0.01% | +211 | New |
| Danske Bank A/S | 200 | $10.6K | 0.00% | −1,300−86.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 171 | $9.04K | 0.00% | −7−3.9% | Reduced |
| FSA Wealth Management LLC | 167 | $8.82K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 167 | $8.82K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 135 | $7.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 130 | $6.87K | 0.00% | −36−21.7% | Reduced |
| Legend Financial Advisors, Inc. | 123 | $6.50K | 0.00% | +123 | New |