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, 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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 27,800 | $882.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 26,901 | $853.8K | 0.00% | −3,255−10.8% | Reduced |
| Human Investing LLC | 26,443 | $839.3K | 0.12% | −3,937−13.0% | Reduced |
| Oregon Public Employees Retirement Fund | 26,024 | $826.0K | 0.01% | +800+3.2% | Added |
| JustInvest LLC | 24,325 | $772.1K | 0.01% | +9,845+68.0% | Added |
| Huber Capital Management LLC | 23,524 | $746.7K | 0.12% | +424+1.8% | Added |
| Ameritas Investment Partners, Inc. | 23,352 | $741.2K | 0.02% | +182+0.8% | Added |
| Bank of Montreal | 23,310 | $739.9K | 0.00% | +598+2.6% | Added |
| QVIDTVM Management LLC | 23,255 | $738.1K | 0.91% | +23,255 | New |
| Argyle Capital Management Inc. | 23,233 | $737.4K | 0.24% | 00.0% | Unchanged |
| Walleye Capital LLC | 22,750 | $722.1K | 0.00% | +21,113+1,289.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,616 | $717.8K | 0.00% | +120+0.5% | Added |
| Sovereign's Capital Management, LLC | 21,708 | $689.0K | 0.51% | −1,608−6.9% | Reduced |
| Mirabella Financial Services LLP | 21,036 | $667.7K | 0.06% | +21,036 | New |
| HighTower Advisors, LLC | 20,968 | $665.5K | 0.00% | +5,392+34.6% | Added |
| Kentucky Retirement Systems | 22,561 | $655.0K | 0.05% | +22,561 | New |
| Ritholtz Wealth Management | 20,212 | $641.5K | 0.01% | −10,100−33.3% | Reduced |
| Baird Financial Group, Inc. | 19,983 | $634.3K | 0.00% | +1,394+7.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 19,943 | $633.0K | 0.01% | −94,483−82.6% | Reduced |
| Chesley Taft & Associates LLC | 19,932 | $632.6K | 0.03% | +9,762+96.0% | Added |
| Pictet Asset Management Holding SA | 19,881 | $631.0K | 0.00% | +1,174+6.3% | Added |
| The PNC Financial Services Group, Inc. | 19,197 | $609.3K | 0.00% | +1,120+6.2% | Added |
| Merit Financial Group, LLC | 19,006 | $603.2K | 0.00% | +5,424+39.9% | Added |
| Range Financial Group LLC | 17,910 | $568.5K | 0.19% | +2,857+19.0% | Added |
| Neuberger Berman Group LLC | 17,825 | $565.8K | 0.00% | +2,872+19.2% | Added |
| Xponance, Inc. | 17,814 | $565.4K | 0.00% | +3,533+24.7% | Added |
| MSH Capital Advisors LLC | 17,578 | $557.9K | 0.12% | −102−0.6% | Reduced |
| Farther Finance Advisors, LLC | 17,126 | $544.4K | 0.01% | +2,605+17.9% | Added |
| Wealthfront Advisers LLC | 17,045 | $541.0K | 0.00% | −297−1.7% | Reduced |
| Engineers Gate Manager LP | 17,028 | $540.5K | 0.01% | −19,665−53.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,950 | $538.0K | 0.00% | −233−1.4% | Reduced |
| Rockland Trust Co | 16,866 | $535.3K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 16,300 | $517.4K | 0.11% | +15,500+1,937.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,911 | $505.0K | 0.00% | +5,037+46.3% | Added |
| Ifrah Financial Services, Inc. | 15,800 | $501.5K | 0.13% | −331−2.1% | Reduced |
| HB Wealth Management, LLC | 15,767 | $500.4K | 0.00% | +4,734+42.9% | Added |
| Legacy Bridge, LLC | 15,265 | $484.5K | 0.18% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 15,219 | $483.1K | 0.15% | +15,219 | New |
| RSM US Wealth Management LLC | 14,911 | $480.6K | 0.01% | +1,954+15.1% | Added |
| RBF Capital, LLC | 15,000 | $476.1K | 0.02% | 00.0% | Unchanged |
| Claret Asset Management Corp | 14,690 | $466.0K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 14,540 | $461.5K | 0.00% | +2,401+19.8% | Added |
| TCM Advisors, LLC | – | $457.1K | 0.38% | – | – |
| Public Employees Retirement Association of Colorado | 14,290 | $454.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,191 | $450.4K | 0.00% | −39,383−73.5% | Reduced |
| AlphaGrep UK Ltd | 14,169 | $449.7K | 0.13% | +7,551+114.1% | Added |
| Jones Financial Companies LLLP | 14,226 | $449.1K | 0.00% | +1,171+9.0% | Added |
| New Age Alpha Advisors, LLC | 14,131 | $448.5K | 0.02% | −300−2.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,147 | $447.4K | 0.15% | +8,147 | New |
| NewEdge Wealth, LLC | 13,843 | $439.4K | 0.01% | −829,906−98.4% | Reduced |
| Group One Trading, L.P. | 13,782 | $437.4K | 0.01% | +13,265+2,565.8% | Added |
| Captrust Financial Advisors | 13,632 | $432.6K | 0.00% | +4,404+47.7% | Added |
| Bank of Nova Scotia | 13,372 | $424.4K | 0.00% | −107,755−89.0% | Reduced |
| CSS LLC | 13,159 | $417.7K | 0.02% | +2,699+25.8% | Added |
| AE Wealth Management LLC | 12,974 | $411.8K | 0.00% | −1,323−9.3% | Reduced |
| Journey Strategic Wealth LLC | 12,879 | $408.8K | 0.01% | +410+3.3% | Added |
| FIL Ltd | 12,870 | $408.5K | 0.00% | −28,694−69.0% | Reduced |
| Gsa Capital Partners LLP | 12,818 | $407.0K | 0.03% | +6,351+98.2% | Added |
| Abacus Wealth Partners, LLC | 12,774 | $405.4K | 0.04% | +12,774 | New |
| Skopos Labs, Inc. | 12,705 | $403.3K | 0.01% | +6,106+92.5% | Added |
| Burns Matteson Capital Management, LLC | 12,669 | $402.1K | 0.16% | +12,669 | New |
| DGS Capital Management, LLC | 12,199 | $387.2K | 0.06% | +6,489+113.6% | Added |
| Swiss Life Asset Management Ltd | 11,934 | $378.8K | 0.00% | +1,400+13.3% | Added |
| RMB Capital Management, LLC | 11,757 | $373.2K | 0.01% | +39+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,757 | $373.2K | 0.00% | −233−1.9% | Reduced |
| Convergence Financial, LLC | 11,540 | $366.3K | 0.04% | +989+9.4% | Added |
| Crossmark Global Holdings, Inc. | 11,445 | $363.3K | 0.01% | −124,430−91.6% | Reduced |
| Bridgefront Capital, LLC | 11,108 | $352.6K | 0.09% | −28,388−71.9% | Reduced |
| State of Wyoming | 10,958 | $347.8K | 0.04% | +10,274+1,502.0% | Added |
| IMC-Chicago, LLC | 10,475 | $332.5K | 0.01% | +10,475 | New |
| Barnett & Company, Inc. | 10,420 | $330.7K | 0.26% | +10,420 | New |
| Vise Technologies, Inc. | 7,548 | $328.9K | 0.01% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 10,288 | $326.5K | 0.16% | −173−1.7% | Reduced |
| Vestcor Inc | 10,076 | $320.0K | 0.01% | −19,418−65.8% | Reduced |
| Federated Hermes, Inc. | 10,076 | $319.8K | 0.00% | −90−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 10,003 | $317.5K | 0.00% | −5,980−37.4% | Reduced |
| Quinn Opportunity Partners LLC | 10,000 | $317.4K | 0.02% | +10,000 | New |
| Burney Co | 9,993 | $317.2K | 0.01% | −31,351−75.8% | Reduced |
| ISAM Funds (UK) Ltd | 9,895 | $314.1K | 0.16% | +3,756+61.2% | Added |
| denkapparat Operations GmbH | 9,794 | $310.9K | 0.13% | 00.0% | Unchanged |
| CX Institutional | 9,733 | $309.0K | 0.01% | +9,733 | New |
| Aviso Wealth Management | 9,554 | $303.3K | 0.14% | −1,007−9.5% | Reduced |
| Securian Asset Management, Inc | 9,343 | $296.5K | 0.01% | +130+1.4% | Added |
| Brown Advisory Inc | 9,298 | $295.1K | 0.00% | +542+6.2% | Added |
| Harbour Investments, Inc. | 9,208 | $292.3K | 0.00% | −2,931−24.1% | Reduced |
| Taylor Hoffman Capital Management LLC | 9,027 | $286.5K | 0.09% | +705+8.5% | Added |
| HM Payson & Co | 8,950 | $284.1K | 0.00% | +7,800+678.3% | Added |
| Chicago Partners Investment Group LLC | 8,676 | $273.1K | 0.01% | +2,036+30.7% | Added |
| Boston Family Office LLC | 8,600 | $273.0K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,532 | $270.8K | 0.00% | −1,607−15.8% | Reduced |
| Tradewinds, LLC. | 8,581 | $268.2K | 0.09% | 00.0% | Unchanged |
| Unifi Asset Management LP | 8,355 | $265.2K | 0.15% | 00.0% | Unchanged |
| Inceptionr LLC | 8,093 | $256.9K | 0.06% | +8,093 | New |
| Dorsey & Whitney Trust CO LLC | 8,065 | $256.0K | 0.01% | −597−6.9% | Reduced |
| United Capital Financial Advisers, LLC | 7,939 | $252.0K | 0.00% | +7,939 | New |
| Van Diest Capital, LLC | 7,502 | $238.1K | 0.19% | +7,502 | New |
| Affinity Capital Advisors, LLC | 7,428 | $235.8K | 0.03% | +2,728+58.0% | Added |
| IHT Wealth Management, LLC | 7,393 | $234.7K | 0.01% | +1,069+16.9% | Added |
| Truist Financial Corp | 7,358 | $233.5K | 0.00% | −9,629−56.7% | Reduced |
| TD Private Client Wealth LLC | 7,264 | $230.6K | 0.00% | −355−4.7% | Reduced |