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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 8,532 | $270.8K | 0.00% | −1,607−15.8% | Reduced |
| Boston Family Office LLC | 8,600 | $273.0K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,676 | $273.1K | 0.01% | +2,036+30.7% | Added |
| HM Payson & Co | 8,950 | $284.1K | 0.00% | +7,800+678.3% | Added |
| Taylor Hoffman Capital Management LLC | 9,027 | $286.5K | 0.09% | +705+8.5% | Added |
| Harbour Investments, Inc. | 9,208 | $292.3K | 0.00% | −2,931−24.1% | Reduced |
| Brown Advisory Inc | 9,298 | $295.1K | 0.00% | +542+6.2% | Added |
| Securian Asset Management, Inc | 9,343 | $296.5K | 0.01% | +130+1.4% | Added |
| Aviso Wealth Management | 9,554 | $303.3K | 0.14% | −1,007−9.5% | Reduced |
| CX Institutional | 9,733 | $309.0K | 0.01% | +9,733 | New |
| denkapparat Operations GmbH | 9,794 | $310.9K | 0.13% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 9,895 | $314.1K | 0.16% | +3,756+61.2% | Added |
| Burney Co | 9,993 | $317.2K | 0.01% | −31,351−75.8% | Reduced |
| Quinn Opportunity Partners LLC | 10,000 | $317.4K | 0.02% | +10,000 | New |
| Integrated Wealth Concepts LLC | 10,003 | $317.5K | 0.00% | −5,980−37.4% | Reduced |
| Federated Hermes, Inc. | 10,076 | $319.8K | 0.00% | −90−0.9% | Reduced |
| Vestcor Inc | 10,076 | $320.0K | 0.01% | −19,418−65.8% | Reduced |
| CWC Advisors, LLC. | 10,288 | $326.5K | 0.16% | −173−1.7% | Reduced |
| Vise Technologies, Inc. | 7,548 | $328.9K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 10,420 | $330.7K | 0.26% | +10,420 | New |
| IMC-Chicago, LLC | 10,475 | $332.5K | 0.01% | +10,475 | New |
| State of Wyoming | 10,958 | $347.8K | 0.04% | +10,274+1,502.0% | Added |
| Bridgefront Capital, LLC | 11,108 | $352.6K | 0.09% | −28,388−71.9% | Reduced |
| Crossmark Global Holdings, Inc. | 11,445 | $363.3K | 0.01% | −124,430−91.6% | Reduced |
| Convergence Financial, LLC | 11,540 | $366.3K | 0.04% | +989+9.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,757 | $373.2K | 0.00% | −233−1.9% | Reduced |
| RMB Capital Management, LLC | 11,757 | $373.2K | 0.01% | +39+0.3% | Added |
| Swiss Life Asset Management Ltd | 11,934 | $378.8K | 0.00% | +1,400+13.3% | Added |
| DGS Capital Management, LLC | 12,199 | $387.2K | 0.06% | +6,489+113.6% | Added |
| Burns Matteson Capital Management, LLC | 12,669 | $402.1K | 0.16% | +12,669 | New |
| Skopos Labs, Inc. | 12,705 | $403.3K | 0.01% | +6,106+92.5% | Added |
| Abacus Wealth Partners, LLC | 12,774 | $405.4K | 0.04% | +12,774 | New |
| Gsa Capital Partners LLP | 12,818 | $407.0K | 0.03% | +6,351+98.2% | Added |
| FIL Ltd | 12,870 | $408.5K | 0.00% | −28,694−69.0% | Reduced |
| Journey Strategic Wealth LLC | 12,879 | $408.8K | 0.01% | +410+3.3% | Added |
| AE Wealth Management LLC | 12,974 | $411.8K | 0.00% | −1,323−9.3% | Reduced |
| CSS LLC | 13,159 | $417.7K | 0.02% | +2,699+25.8% | Added |
| Bank of Nova Scotia | 13,372 | $424.4K | 0.00% | −107,755−89.0% | Reduced |
| Captrust Financial Advisors | 13,632 | $432.6K | 0.00% | +4,404+47.7% | Added |
| Group One Trading, L.P. | 13,782 | $437.4K | 0.01% | +13,265+2,565.8% | Added |
| NewEdge Wealth, LLC | 13,843 | $439.4K | 0.01% | −829,906−98.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,147 | $447.4K | 0.15% | +8,147 | New |
| New Age Alpha Advisors, LLC | 14,131 | $448.5K | 0.02% | −300−2.1% | Reduced |
| Jones Financial Companies LLLP | 14,226 | $449.1K | 0.00% | +1,171+9.0% | Added |
| AlphaGrep UK Ltd | 14,169 | $449.7K | 0.13% | +7,551+114.1% | Added |
| GWM Advisors LLC | 14,191 | $450.4K | 0.00% | −39,383−73.5% | Reduced |
| Public Employees Retirement Association of Colorado | 14,290 | $454.0K | 0.00% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $457.1K | 0.38% | – | – |
| US Bancorp | 14,540 | $461.5K | 0.00% | +2,401+19.8% | Added |
| Claret Asset Management Corp | 14,690 | $466.0K | 0.06% | 00.0% | Unchanged |
| RBF Capital, LLC | 15,000 | $476.1K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,911 | $480.6K | 0.01% | +1,954+15.1% | Added |
| Blueshift Asset Management, LLC | 15,219 | $483.1K | 0.15% | +15,219 | New |
| Legacy Bridge, LLC | 15,265 | $484.5K | 0.18% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 15,767 | $500.4K | 0.00% | +4,734+42.9% | Added |
| Ifrah Financial Services, Inc. | 15,800 | $501.5K | 0.13% | −331−2.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,911 | $505.0K | 0.00% | +5,037+46.3% | Added |
| Archer Investment Corp | 16,300 | $517.4K | 0.11% | +15,500+1,937.5% | Added |
| Rockland Trust Co | 16,866 | $535.3K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,950 | $538.0K | 0.00% | −233−1.4% | Reduced |
| Engineers Gate Manager LP | 17,028 | $540.5K | 0.01% | −19,665−53.6% | Reduced |
| Wealthfront Advisers LLC | 17,045 | $541.0K | 0.00% | −297−1.7% | Reduced |
| Farther Finance Advisors, LLC | 17,126 | $544.4K | 0.01% | +2,605+17.9% | Added |
| MSH Capital Advisors LLC | 17,578 | $557.9K | 0.12% | −102−0.6% | Reduced |
| Xponance, Inc. | 17,814 | $565.4K | 0.00% | +3,533+24.7% | Added |
| Neuberger Berman Group LLC | 17,825 | $565.8K | 0.00% | +2,872+19.2% | Added |
| Range Financial Group LLC | 17,910 | $568.5K | 0.19% | +2,857+19.0% | Added |
| Merit Financial Group, LLC | 19,006 | $603.2K | 0.00% | +5,424+39.9% | Added |
| The PNC Financial Services Group, Inc. | 19,197 | $609.3K | 0.00% | +1,120+6.2% | Added |
| Pictet Asset Management Holding SA | 19,881 | $631.0K | 0.00% | +1,174+6.3% | Added |
| Chesley Taft & Associates LLC | 19,932 | $632.6K | 0.03% | +9,762+96.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 19,943 | $633.0K | 0.01% | −94,483−82.6% | Reduced |
| Baird Financial Group, Inc. | 19,983 | $634.3K | 0.00% | +1,394+7.5% | Added |
| Ritholtz Wealth Management | 20,212 | $641.5K | 0.01% | −10,100−33.3% | Reduced |
| Kentucky Retirement Systems | 22,561 | $655.0K | 0.05% | +22,561 | New |
| HighTower Advisors, LLC | 20,968 | $665.5K | 0.00% | +5,392+34.6% | Added |
| Mirabella Financial Services LLP | 21,036 | $667.7K | 0.06% | +21,036 | New |
| Sovereign's Capital Management, LLC | 21,708 | $689.0K | 0.51% | −1,608−6.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,616 | $717.8K | 0.00% | +120+0.5% | Added |
| Walleye Capital LLC | 22,750 | $722.1K | 0.00% | +21,113+1,289.7% | Added |
| Argyle Capital Management Inc. | 23,233 | $737.4K | 0.24% | 00.0% | Unchanged |
| QVIDTVM Management LLC | 23,255 | $738.1K | 0.91% | +23,255 | New |
| Bank of Montreal | 23,310 | $739.9K | 0.00% | +598+2.6% | Added |
| Ameritas Investment Partners, Inc. | 23,352 | $741.2K | 0.02% | +182+0.8% | Added |
| Huber Capital Management LLC | 23,524 | $746.7K | 0.12% | +424+1.8% | Added |
| JustInvest LLC | 24,325 | $772.1K | 0.01% | +9,845+68.0% | Added |
| Oregon Public Employees Retirement Fund | 26,024 | $826.0K | 0.01% | +800+3.2% | Added |
| Human Investing LLC | 26,443 | $839.3K | 0.12% | −3,937−13.0% | Reduced |
| Cetera Investment Advisers | 26,901 | $853.8K | 0.00% | −3,255−10.8% | Reduced |
| New Mexico Educational Retirement Board | 27,800 | $882.0K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 27,805 | $882.5K | 0.02% | +387+1.4% | Added |
| Sequoia Financial Advisors, LLC | 28,196 | $894.9K | 0.01% | +3,401+13.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 28,398 | $901.4K | 0.01% | +112+0.4% | Added |
| Thrivent Financial for Lutherans | 28,560 | $906.0K | 0.00% | +92+0.3% | Added |
| Colony Group, LLC | 14,011 | $930.4K | 0.00% | −8,197−36.9% | Reduced |
| Envestnet Asset Management Inc | 29,784 | $945.3K | 0.00% | −17,492−37.0% | Reduced |
| State of Michigan Retirement System | 30,468 | $967.1K | 0.01% | +600+2.0% | Added |
| Linden Thomas Advisory Services, LLC | 31,157 | $988.9K | 0.10% | +220+0.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,528 | $1.00M | 0.03% | +3,712+13.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,760 | $1.01M | 0.01% | +123+0.4% | Added |