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, Q2 2026
Institutional positions in H&R Block Inc as of Jun 30, 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
- 544
- +60 vs. Q1 2026
- Shares held
- 127.9M
- +6.58M (+5.4%) vs. Q1 2026
- Total value
- $4.87B
- +$1.02B (+26.4%) vs. Q1 2026
- New holders
- 127
- 195 more added
- Sold out
- 67
- 142 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 500 | $19.0K | 0.00% | +500 | New |
| Fulcrum Asset Management LLP | 502 | $19.2K | 0.00% | +502 | New |
| Mather Group, LLC. | 531 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 558 | $21.0K | 0.00% | +124+28.6% | Added |
| Atwood & Palmer Inc | 570 | $21.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 603 | $23.0K | 0.00% | +558+1,240.0% | Added |
| IFP Advisors, Inc | 604 | $23.0K | 0.00% | −585−49.2% | Reduced |
| Salomon & Ludwin, LLC | 590 | $23.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 613 | $23.3K | 0.01% | +377+159.7% | Added |
| Owl Creek Wealth Partners LLC | 624 | $23.8K | 0.01% | −110−15.0% | Reduced |
| Penserra Capital Management LLC | 641 | $24.0K | 0.00% | −70−9.8% | Reduced |
| SHP Wealth Management | 636 | $24.2K | 0.00% | +65+11.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 671 | $25.6K | 0.00% | −9−1.3% | Reduced |
| WPG Advisers, LLC | 692 | $26.4K | 0.02% | −63−8.3% | Reduced |
| Leonteq Securities AG | 700 | $26.7K | 0.00% | −2,018−74.2% | Reduced |
| Bryn Mawr Trust Co | 700 | $26.7K | 0.00% | +700 | New |
| Salem Investment Counselors Inc | 714 | $27.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $30.5K | 0.00% | 00.0% | Unchanged |
| QVIDTVM Management LLC | 844 | $32.1K | 0.04% | −22,411−96.4% | Reduced |
| Quent Capital, LLC | 849 | $32.3K | 0.00% | +305+56.1% | Added |
| Massmutual Trust Co FSB | 895 | $34.1K | 0.00% | +314+54.0% | Added |
| Steward Partners Investment Advisory, LLC | 936 | $35.6K | 0.00% | −165−15.0% | Reduced |
| Parkside Financial Bank & Trust | 984 | $37.5K | 0.00% | −32−3.1% | Reduced |
| Employees Retirement System of Texas | 1,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,027 | $39.1K | 0.00% | +987+2,467.5% | Added |
| ZRC Wealth Management, LLC | 1,040 | $39.6K | 0.01% | +267+34.5% | Added |
| Corsicana & Co. | 1,050 | $40.0K | 0.02% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 1,168 | $44.5K | 0.04% | +16+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,197 | $45.6K | 0.00% | +199+19.9% | Added |
| Meeder Asset Management Inc | 1,204 | $45.8K | 0.00% | +1,204 | New |
| National Bank of Canada | 1,241 | $47.2K | 0.00% | −234−15.9% | Reduced |
| Bogart Wealth, LLC | 1,395 | $53.1K | 0.00% | +84+6.4% | Added |
| Quarry LP | 1,598 | $60.9K | 0.01% | +1,598 | New |
| Plato Investment Management Ltd | 1,614 | $61.1K | 0.00% | +1,614 | New |
| Institute for Wealth Management, LLC. | 1,697 | $64.6K | 0.01% | +1,697 | New |
| Measured Wealth Private Client Group, LLC | 1,744 | $66.4K | 0.02% | −1,572−47.4% | Reduced |
| Huntington National Bank | 1,874 | $71.4K | 0.00% | −158−7.8% | Reduced |
| Bard Associates Inc | 1,898 | $73.0K | 0.02% | +76+4.2% | Added |
| True Wealth Design, LLC | 1,959 | $74.6K | 0.02% | +1,294+194.6% | Added |
| Independence Bank of Kentucky | 2,000 | $76.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,083 | $79.3K | 0.01% | −438−17.4% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,084 | $79.7K | 0.00% | −962−31.6% | Reduced |
| Center for Financial Planning, Inc. | 2,303 | $87.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,315 | $88.2K | 0.00% | +1,139+96.9% | Added |
| Medallion Wealth Advisors, LLC | 2,400 | $91.4K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,566 | $97.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,929 | $111.5K | 0.00% | +2,929 | New |
| SBI Securities Co., Ltd. | 3,278 | $124.8K | 0.00% | +2,000+156.5% | Added |
| Parallel Advisors, LLC | 3,339 | $127.2K | 0.00% | +152+4.8% | Added |
| Sterling Capital Management LLC | 3,344 | $127.3K | 0.00% | −302−8.3% | Reduced |
| Larson Financial Group LLC | 3,472 | $132.2K | 0.00% | +1,699+95.8% | Added |
| New Vernon Capital Holdings II LLC | 3,763 | $143.3K | 0.08% | 00.0% | Unchanged |
| Essential Partners LLC | 3,852 | $146.7K | 0.07% | +2,603+208.4% | Added |
| KBC Group NV | 3,929 | $150.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,053 | $154.4K | 0.10% | −106−2.5% | Reduced |
| State of Wyoming | 4,378 | $166.7K | 0.02% | −6,580−60.0% | Reduced |
| STRS Ohio | 4,459 | $169.8K | 0.00% | +1,463+48.8% | Added |
| Covestor Ltd | 4,449 | $170.0K | 0.10% | +2,203+98.1% | Added |
| Smartleaf Asset Management LLC | 4,456 | $170.3K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,919 | $187.3K | 0.00% | +692+16.4% | Added |
| Signaturefd, LLC | 5,063 | $192.8K | 0.00% | +1,912+60.7% | Added |
| CSS LLC | 5,179 | $197.2K | 0.01% | −7,980−60.6% | Reduced |
| EverSource Wealth Advisors, LLC | 5,358 | $204.0K | 0.01% | +1,996+59.4% | Added |
| Cypress Point Wealth Management, LLC | 5,378 | $204.8K | 0.04% | +5,378 | New |
| Sym Financial Corp | 5,401 | $205.7K | 0.02% | +5,401 | New |
| Crestwood Advisors Group LLC | 5,501 | $209.5K | 0.00% | +5,501 | New |
| Umb Bank N A | 5,537 | $210.8K | 0.00% | +594+12.0% | Added |
| Eagle Harbor Asset Management Inc | 5,542 | $211.0K | 0.17% | +5,542 | New |
| Parcion Private Wealth LLC | 5,544 | $211.1K | 0.01% | +5,544 | New |
| Optas, LLC | 5,558 | $211.6K | 0.03% | +5,558 | New |
| Apollon Wealth Management, LLC | 5,564 | $211.9K | 0.00% | +5,564 | New |
| Bridgefront Capital, LLC | 5,591 | $212.9K | 0.06% | −5,517−49.7% | Reduced |
| Arnhold LLC | 5,600 | $213.2K | 0.01% | +5,600 | New |
| Wedmont Private Capital | 5,538 | $219.3K | 0.01% | +5,538 | New |
| Coldstream Capital Management Inc | 5,828 | $221.9K | 0.00% | +5,828 | New |
| Harbour Investments, Inc. | 5,879 | $223.9K | 0.00% | −3,329−36.2% | Reduced |
| United Capital Financial Advisers, LLC | 5,890 | $224.3K | 0.00% | −2,049−25.8% | Reduced |
| Sentinus, LLC | 5,945 | $226.4K | 0.02% | +5,945 | New |
| JMN Financial LLC | 5,897 | $227.4K | 0.18% | +5,897 | New |
| Glenmede Trust Co NA | 5,978 | $227.6K | 0.00% | +5,978 | New |
| Robertson Stephens Wealth Management, LLC | 5,999 | $231.0K | 0.01% | +5,999 | New |
| Waldron Private Wealth LLC | 6,075 | $231.3K | 0.01% | +6,075 | New |
| Legato Capital Management LLC | 6,110 | $232.7K | 0.02% | +6,110 | New |
| Integrated Quantitative Investments LLC | 6,110 | $232.7K | 0.04% | +6,110 | New |
| Atomi Financial Group, Inc. | 6,298 | $239.8K | 0.01% | +6,298 | New |
| Applied Finance Capital Management, LLC | 6,350 | $241.8K | 0.02% | +6,350 | New |
| Proficio Capital Partners LLC | 6,422 | $244.6K | 0.01% | +6,422 | New |
| Silver Coast Investments LLC | 6,428 | $244.8K | 0.07% | 00.0% | Unchanged |
| MOKAN Wealth Management Inc. | 6,434 | $245.0K | 0.09% | +83+1.3% | Added |
| Maryland State Retirement & Pension System | 6,486 | $247.0K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 6,509 | $247.9K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,506 | $248.0K | 0.01% | +6,506 | New |
| Blueshift Asset Management, LLC | 6,520 | $248.3K | 0.06% | −8,699−57.2% | Reduced |
| TCG Advisory Services, LLC | 6,665 | $253.8K | 0.00% | +6,665 | New |
| Utah Retirement Systems | 6,719 | $255.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 6,789 | $258.5K | 0.00% | −569−7.7% | Reduced |
| Park National Corp | 6,800 | $258.9K | 0.01% | −198−2.8% | Reduced |
| Allstate Corp | 6,800 | $258.9K | 0.00% | +6,800 | New |