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 |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 7,133 | $226.4K | 0.02% | +7,133 | New |
| Ronald Blue Trust, Inc. | 7,088 | $224.9K | 0.00% | +232+3.4% | Added |
| Park National Corp | 6,998 | $222.1K | 0.01% | −360−4.9% | Reduced |
| International Assets Investment Management, LLC | 6,975 | $221.7K | 0.02% | +6,975 | New |
| EP Wealth Advisors, LLC | 6,982 | $221.6K | 0.00% | +6,982 | New |
| Allworth Financial LP | 6,758 | $214.5K | 0.00% | +979+16.9% | Added |
| Utah Retirement Systems | 6,719 | $213.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,668 | $211.6K | 0.00% | +6,050+979.0% | Added |
| Ensign Peak Advisors, Inc | 6,592 | $209.2K | 0.00% | −4,991−43.1% | Reduced |
| Keybank National Association | 6,520 | $206.9K | 0.00% | +1,875+40.4% | Added |
| DnB Asset Management AS | 6,509 | $206.6K | 0.00% | +6,509 | New |
| Ieq Capital, LLC | 6,498 | $206.2K | 0.00% | +6,498 | New |
| Maryland State Retirement & Pension System | 6,486 | $205.9K | 0.00% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 6,428 | $204.0K | 0.07% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,421 | $203.1K | 0.00% | +6,421 | New |
| MOKAN Wealth Management Inc. | 6,351 | $201.6K | 0.09% | +60+1.0% | Added |
| Hantz Financial Services, Inc. | 5,996 | $190.0K | 0.00% | +2,700+81.9% | Added |
| Acadian Asset Management LLC | 5,988 | $189.0K | 0.00% | −70,968−92.2% | Reduced |
| Banque Cantonale Vaudoise | 5,324 | $169.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 4,943 | $156.9K | 0.00% | +984+24.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,732 | $150.1K | 0.00% | +357+8.2% | Added |
| Smartleaf Asset Management LLC | 4,456 | $141.0K | 0.01% | +3,192+252.5% | Added |
| Rockefeller Capital Management L.P. | 4,227 | $134.2K | 0.00% | +658+18.4% | Added |
| Brown Brothers Harriman & Co | 4,180 | $132.7K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,159 | $132.0K | 0.09% | +350+9.2% | Added |
| Tower Research Capital LLC (TRC) | 4,136 | $131.3K | 0.00% | −3,414−45.2% | Reduced |
| KBC Group NV | 3,929 | $125.0K | 0.00% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 3,763 | $119.4K | 0.09% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,646 | $115.7K | 0.00% | −2,736−42.9% | Reduced |
| Corient IA LLC | 3,540 | $112.4K | 0.11% | +3,540 | New |
| EverSource Wealth Advisors, LLC | 3,362 | $106.7K | 0.00% | +1,001+42.4% | Added |
| Measured Wealth Private Client Group, LLC | 3,316 | $105.2K | 0.03% | −4,934−59.8% | Reduced |
| Rothschild Investment LLC | 3,304 | $104.9K | 0.01% | +1,659+100.9% | Added |
| Parallel Advisors, LLC | 3,187 | $101.2K | 0.00% | +1,385+76.9% | Added |
| Signaturefd, LLC | 3,151 | $100.0K | 0.00% | +2,308+273.8% | Added |
| Federation des caisses Desjardins du Quebec | 3,082 | $97.8K | 0.00% | −8,675−73.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,046 | $96.8K | 0.00% | +311+11.4% | Added |
| STRS Ohio | 2,996 | $95.1K | 0.00% | −38−1.3% | Reduced |
| PEAK6 LLC | 2,872 | $91.2K | 0.00% | −9,582−76.9% | Reduced |
| Quadrant Capital Group LLC | 2,816 | $89.4K | 0.00% | −3,150−52.8% | Reduced |
| MAI Capital Management | 2,794 | $88.7K | 0.00% | +2,034+267.6% | Added |
| Leonteq Securities AG | 2,718 | $86.3K | 0.01% | +2,718 | New |
| RWM Asset Management, LLC | 2,704 | $85.8K | 0.01% | +2,704 | New |
| Armstrong Advisory Group, Inc | 2,566 | $81.4K | 0.01% | −1,544−37.6% | Reduced |
| Versant Capital Management, Inc | 2,521 | $80.0K | 0.01% | +2,332+1,233.9% | Added |
| Advisory Services Network, LLC | 2,502 | $79.4K | 0.00% | +2,502 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,423 | $76.9K | 0.00% | +621+34.5% | Added |
| Medallion Wealth Advisors, LLC | 2,400 | $76.2K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,303 | $73.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,246 | $71.0K | 0.05% | +177+8.6% | Added |
| Nomura Asset Management Co Ltd | 2,210 | $70.1K | 0.00% | +1,380+166.3% | Added |
| Huntington National Bank | 2,032 | $64.5K | 0.00% | +405+24.9% | Added |
| Independence Bank of Kentucky | 2,000 | $63.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,986 | $63.0K | 0.00% | +2+0.1% | Added |
| Bard Associates Inc | 1,822 | $58.6K | 0.01% | +1,822 | New |
| Corsicana & Co. | 1,050 | $57.7K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,773 | $56.3K | 0.00% | +1,363+332.4% | Added |
| Simplex Trading, LLC | 1,540 | $48.9K | 0.00% | −11,663−88.3% | Reduced |
| National Bank of Canada | 1,475 | $46.8K | 0.00% | +42+2.9% | Added |
| Walleye Trading LLC | 1,326 | $42.1K | 0.00% | +1,326 | New |
| Bogart Wealth, LLC | 1,311 | $41.6K | 0.00% | +445+51.4% | Added |
| SBI Securities Co., Ltd. | 1,278 | $40.6K | 0.00% | +356+38.6% | Added |
| Essential Partners LLC | 1,249 | $39.6K | 0.01% | −3,622−74.4% | Reduced |
| IFP Advisors, Inc | 1,189 | $37.7K | 0.00% | −288−19.5% | Reduced |
| GAMMA Investing LLC | 1,176 | $37.3K | 0.00% | −1,446−55.1% | Reduced |
| High Point Wealth Management, LLC | 1,152 | $36.6K | 0.04% | −1,131−49.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,101 | $34.9K | 0.00% | −339−23.5% | Reduced |
| Parkside Financial Bank & Trust | 1,016 | $32.2K | 0.00% | +300+41.9% | Added |
| Employees Retirement System of Texas | 1,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 998 | $31.7K | 0.00% | +149+17.6% | Added |
| Valley National Advisers Inc | 800 | $25.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 773 | $24.5K | 0.01% | +8+1.0% | Added |
| WPG Advisers, LLC | 755 | $24.0K | 0.02% | +132+21.2% | Added |
| Owl Creek Wealth Partners LLC | 734 | $23.3K | 0.01% | +734 | New |
| Salem Investment Counselors Inc | 714 | $23.0K | 0.00% | +714 | New |
| Penserra Capital Management LLC | 711 | $22.0K | 0.00% | +21+3.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 680 | $21.6K | 0.00% | +657+2,856.5% | Added |
| NVWM, LLC | 676 | $21.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 665 | $21.1K | 0.01% | +603+972.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 655 | $20.8K | 0.00% | +225+52.3% | Added |
| Salomon & Ludwin, LLC | 590 | $19.0K | 0.00% | +507+610.8% | Added |
| Massmutual Trust Co FSB | 581 | $18.4K | 0.00% | +475+448.1% | Added |
| SHP Wealth Management | 571 | $18.1K | 0.00% | +23+4.2% | Added |
| Atwood & Palmer Inc | 570 | $18.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 544 | $17.3K | 0.00% | −9,469−94.6% | Reduced |
| Mather Group, LLC. | 531 | $16.9K | 0.00% | +531 | New |
| Private Wealth Asset Management, LLC | 525 | $16.7K | 0.00% | +300+133.3% | Added |
| SRS Capital Advisors, Inc. | 460 | $16.6K | 0.00% | −1,282−73.6% | Reduced |
| 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 |
| Cullen/Frost Bankers, Inc. | 496 | $15.7K | 0.00% | +481+3,206.7% | Added |
| Bessemer Group Inc | 434 | $13.0K | 0.00% | +16+3.8% | Added |
| Eastern Bank | 400 | $12.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 387 | $12.3K | 0.00% | +5+1.3% | Added |
| Harbor Asset Planning, Inc. | 379 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 358 | $11.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 314 | $9.97K | 0.00% | −522−62.4% | Reduced |
| Pacific Center for Financial Services | 280 | $8.89K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 271 | $8.60K | 0.00% | +271 | New |
| Root Financial Partners, LLC | 258 | $8.19K | 0.00% | −79−23.4% | Reduced |