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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −59,625−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −59,320−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −45,038−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −39,809−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −36,798−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −36,096−100.0% | Sold out |
| Castlekeep Investment Advisors LLC | 0 | $0 | 0.00% | −29,665−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −18,435−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −18,222−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −18,329−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −17,561−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −17,526−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −17,193−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −16,692−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −14,062−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −15,261−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −14,381−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −13,030−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −13,027−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −11,461−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −11,226−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −10,985−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,026−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −9,920−100.0% | Sold out |
| Lavelle Capital LP | 0 | $0 | 0.00% | −9,855−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −9,413−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,144−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −8,580−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −7,885−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −7,658−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −7,245−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −6,075−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,895−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −5,887−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −5,731−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −5,365−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −5,317−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,314−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −5,093−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,078−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,070−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −5,052−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −5,046−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Roof Eidam & Maycock | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −4,826−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −4,784−100.0% | Sold out |
| North Dakota State Investment Board | 0 | $0 | 0.00% | −4,654−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,591−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,666−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Steigerwald, Gordon & Koch Inc. | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |