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, Q1 2026
Institutional positions in H&R Block Inc as of Mar 31, 2026. 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
- 490
- −10 vs. Q4 2025
- Shares held
- 121.5M
- +19.0M (+18.6%) vs. Q4 2025
- Total value
- $3.86B
- −$607.9M (−13.6%) vs. Q4 2025
- New holders
- 84
- 211 more added
- Sold out
- 94
- 135 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 500 | $15.9K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $15.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 460 | $16.6K | 0.00% | −1,282−73.6% | Reduced |
| Private Wealth Asset Management, LLC | 525 | $16.7K | 0.00% | +300+133.3% | Added |
| Mather Group, LLC. | 531 | $16.9K | 0.00% | +531 | New |
| Quent Capital, LLC | 544 | $17.3K | 0.00% | −9,469−94.6% | Reduced |
| Atwood & Palmer Inc | 570 | $18.1K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 571 | $18.1K | 0.00% | +23+4.2% | Added |
| Massmutual Trust Co FSB | 581 | $18.4K | 0.00% | +475+448.1% | Added |
| Salomon & Ludwin, LLC | 590 | $19.0K | 0.00% | +507+610.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 655 | $20.8K | 0.00% | +225+52.3% | Added |
| True Wealth Design, LLC | 665 | $21.1K | 0.01% | +603+972.6% | Added |
| NVWM, LLC | 676 | $21.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 680 | $21.6K | 0.00% | +657+2,856.5% | Added |
| Penserra Capital Management LLC | 711 | $22.0K | 0.00% | +21+3.0% | Added |
| Salem Investment Counselors Inc | 714 | $23.0K | 0.00% | +714 | New |
| Owl Creek Wealth Partners LLC | 734 | $23.3K | 0.01% | +734 | New |
| WPG Advisers, LLC | 755 | $24.0K | 0.02% | +132+21.2% | Added |
| ZRC Wealth Management, LLC | 773 | $24.5K | 0.01% | +8+1.0% | Added |
| Valley National Advisers Inc | 800 | $25.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 998 | $31.7K | 0.00% | +149+17.6% | Added |
| Employees Retirement System of Texas | 1,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,016 | $32.2K | 0.00% | +300+41.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,101 | $34.9K | 0.00% | −339−23.5% | Reduced |
| High Point Wealth Management, LLC | 1,152 | $36.6K | 0.04% | −1,131−49.5% | Reduced |
| GAMMA Investing LLC | 1,176 | $37.3K | 0.00% | −1,446−55.1% | Reduced |
| IFP Advisors, Inc | 1,189 | $37.7K | 0.00% | −288−19.5% | Reduced |
| Essential Partners LLC | 1,249 | $39.6K | 0.01% | −3,622−74.4% | Reduced |
| SBI Securities Co., Ltd. | 1,278 | $40.6K | 0.00% | +356+38.6% | Added |
| Bogart Wealth, LLC | 1,311 | $41.6K | 0.00% | +445+51.4% | Added |
| Walleye Trading LLC | 1,326 | $42.1K | 0.00% | +1,326 | New |
| National Bank of Canada | 1,475 | $46.8K | 0.00% | +42+2.9% | Added |
| Simplex Trading, LLC | 1,540 | $48.9K | 0.00% | −11,663−88.3% | Reduced |
| Larson Financial Group LLC | 1,773 | $56.3K | 0.00% | +1,363+332.4% | Added |
| Corsicana & Co. | 1,050 | $57.7K | 0.04% | 00.0% | Unchanged |
| Bard Associates Inc | 1,822 | $58.6K | 0.01% | +1,822 | New |
| North Star Investment Management Corp. | 1,986 | $63.0K | 0.00% | +2+0.1% | Added |
| Independence Bank of Kentucky | 2,000 | $63.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,032 | $64.5K | 0.00% | +405+24.9% | Added |
| Nomura Asset Management Co Ltd | 2,210 | $70.1K | 0.00% | +1,380+166.3% | Added |
| Covestor Ltd | 2,246 | $71.0K | 0.05% | +177+8.6% | Added |
| Center for Financial Planning, Inc. | 2,303 | $73.1K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,400 | $76.2K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,423 | $76.9K | 0.00% | +621+34.5% | Added |
| Advisory Services Network, LLC | 2,502 | $79.4K | 0.00% | +2,502 | New |
| Versant Capital Management, Inc | 2,521 | $80.0K | 0.01% | +2,332+1,233.9% | Added |
| Armstrong Advisory Group, Inc | 2,566 | $81.4K | 0.01% | −1,544−37.6% | Reduced |
| RWM Asset Management, LLC | 2,704 | $85.8K | 0.01% | +2,704 | New |
| Leonteq Securities AG | 2,718 | $86.3K | 0.01% | +2,718 | New |
| MAI Capital Management | 2,794 | $88.7K | 0.00% | +2,034+267.6% | Added |
| Quadrant Capital Group LLC | 2,816 | $89.4K | 0.00% | −3,150−52.8% | Reduced |
| PEAK6 LLC | 2,872 | $91.2K | 0.00% | −9,582−76.9% | Reduced |
| STRS Ohio | 2,996 | $95.1K | 0.00% | −38−1.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,046 | $96.8K | 0.00% | +311+11.4% | Added |
| Federation des caisses Desjardins du Quebec | 3,082 | $97.8K | 0.00% | −8,675−73.8% | Reduced |
| Signaturefd, LLC | 3,151 | $100.0K | 0.00% | +2,308+273.8% | Added |
| Parallel Advisors, LLC | 3,187 | $101.2K | 0.00% | +1,385+76.9% | Added |
| Rothschild Investment LLC | 3,304 | $104.9K | 0.01% | +1,659+100.9% | Added |
| Measured Wealth Private Client Group, LLC | 3,316 | $105.2K | 0.03% | −4,934−59.8% | Reduced |
| EverSource Wealth Advisors, LLC | 3,362 | $106.7K | 0.00% | +1,001+42.4% | Added |
| Corient IA LLC | 3,540 | $112.4K | 0.11% | +3,540 | New |
| Sterling Capital Management LLC | 3,646 | $115.7K | 0.00% | −2,736−42.9% | Reduced |
| New Vernon Capital Holdings II LLC | 3,763 | $119.4K | 0.09% | 00.0% | Unchanged |
| KBC Group NV | 3,929 | $125.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,136 | $131.3K | 0.00% | −3,414−45.2% | Reduced |
| 1620 Investment Advisors, Inc. | 4,159 | $132.0K | 0.09% | +350+9.2% | Added |
| Brown Brothers Harriman & Co | 4,180 | $132.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,227 | $134.2K | 0.00% | +658+18.4% | Added |
| Smartleaf Asset Management LLC | 4,456 | $141.0K | 0.01% | +3,192+252.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,732 | $150.1K | 0.00% | +357+8.2% | Added |
| Umb Bank N A | 4,943 | $156.9K | 0.00% | +984+24.9% | Added |
| Banque Cantonale Vaudoise | 5,324 | $169.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,988 | $189.0K | 0.00% | −70,968−92.2% | Reduced |
| Hantz Financial Services, Inc. | 5,996 | $190.0K | 0.00% | +2,700+81.9% | Added |
| MOKAN Wealth Management Inc. | 6,351 | $201.6K | 0.09% | +60+1.0% | Added |
| Evergreen Capital Management LLC | 6,421 | $203.1K | 0.00% | +6,421 | New |
| Silver Coast Investments LLC | 6,428 | $204.0K | 0.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,486 | $205.9K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,498 | $206.2K | 0.00% | +6,498 | New |
| DnB Asset Management AS | 6,509 | $206.6K | 0.00% | +6,509 | New |
| Keybank National Association | 6,520 | $206.9K | 0.00% | +1,875+40.4% | Added |
| Ensign Peak Advisors, Inc | 6,592 | $209.2K | 0.00% | −4,991−43.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,668 | $211.6K | 0.00% | +6,050+979.0% | Added |
| Utah Retirement Systems | 6,719 | $213.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6,758 | $214.5K | 0.00% | +979+16.9% | Added |
| EP Wealth Advisors, LLC | 6,982 | $221.6K | 0.00% | +6,982 | New |
| International Assets Investment Management, LLC | 6,975 | $221.7K | 0.02% | +6,975 | New |
| Park National Corp | 6,998 | $222.1K | 0.01% | −360−4.9% | Reduced |
| Ronald Blue Trust, Inc. | 7,088 | $224.9K | 0.00% | +232+3.4% | Added |
| Inscription Capital, LLC | 7,133 | $226.4K | 0.02% | +7,133 | New |
| TD Private Client Wealth LLC | 7,264 | $230.6K | 0.00% | −355−4.7% | Reduced |
| Truist Financial Corp | 7,358 | $233.5K | 0.00% | −9,629−56.7% | Reduced |
| IHT Wealth Management, LLC | 7,393 | $234.7K | 0.01% | +1,069+16.9% | Added |
| Affinity Capital Advisors, LLC | 7,428 | $235.8K | 0.03% | +2,728+58.0% | Added |
| Van Diest Capital, LLC | 7,502 | $238.1K | 0.19% | +7,502 | New |
| United Capital Financial Advisers, LLC | 7,939 | $252.0K | 0.00% | +7,939 | New |
| Dorsey & Whitney Trust CO LLC | 8,065 | $256.0K | 0.01% | −597−6.9% | Reduced |
| Inceptionr LLC | 8,093 | $256.9K | 0.06% | +8,093 | New |
| Unifi Asset Management LP | 8,355 | $265.2K | 0.15% | 00.0% | Unchanged |
| Tradewinds, LLC. | 8,581 | $268.2K | 0.09% | 00.0% | Unchanged |