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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 6,873 | $261.9K | 0.00% | +2,141+45.2% | Added |
| Resources Investment Advisors, LLC. | 6,978 | $265.7K | 0.00% | +6,978 | New |
| Keybank National Association | 7,113 | $270.9K | 0.00% | +593+9.1% | Added |
| Ronald Blue Trust, Inc. | 7,213 | $274.7K | 0.00% | +125+1.8% | Added |
| TD Private Client Wealth LLC | 7,263 | $276.6K | 0.01% | −10.0% | Reduced |
| Caerus Investment Advisors, LLC | 7,443 | $283.4K | 0.10% | +7,443 | New |
| AlphaCore Capital LLC | 7,531 | $289.3K | 0.01% | +7,531 | New |
| Savant Capital, LLC | 7,421 | $296.8K | 0.00% | +7,421 | New |
| Mission Wealth Management, LP | 7,904 | $301.0K | 0.00% | +7,904 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,963 | $303.2K | 0.00% | +7,963 | New |
| Federation des caisses Desjardins du Quebec | 8,006 | $304.9K | 0.00% | +4,924+159.8% | Added |
| Kera Capital Partners, Inc. | 8,065 | $307.1K | 0.03% | +8,065 | New |
| Bayforest Capital Ltd | 8,109 | $308.8K | 0.29% | +8,109 | New |
| Dorsey & Whitney Trust CO LLC | 8,141 | $310.0K | 0.02% | +76+0.9% | Added |
| Jackson Thornton Asset Management, LLC | 8,249 | $314.1K | 0.02% | +8,249 | New |
| Inscription Capital, LLC | 8,432 | $321.1K | 0.03% | +1,299+18.2% | Added |
| Waddell & Associates, LLC | 8,438 | $321.3K | 0.02% | +8,438 | New |
| Boston Family Office LLC | 8,600 | $327.0K | 0.02% | 00.0% | Unchanged |
| FCG Investment Co | 8,690 | $330.9K | 0.11% | +8,690 | New |
| HM Payson & Co | 8,750 | $333.2K | 0.00% | −200−2.2% | Reduced |
| Bridgewater Associates, LP | 8,759 | $333.5K | 0.00% | −37,770−81.2% | Reduced |
| Diversified Trust Co | 8,905 | $339.1K | 0.01% | +8,905 | New |
| Evolve Private Wealth, LLC | 8,918 | $342.6K | 0.02% | +8,918 | New |
| Evergreen Capital Management LLC | 8,960 | $343.7K | 0.01% | +2,539+39.5% | Added |
| Taylor Hoffman Capital Management LLC | 9,027 | $343.7K | 0.08% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,142 | $348.1K | 0.00% | −156−1.7% | Reduced |
| Compass Financial Management LLC | 9,381 | $357.2K | 0.04% | +9,381 | New |
| Tower Research Capital LLC (TRC) | 9,497 | $361.6K | 0.01% | +5,361+129.6% | Added |
| Aviso Wealth Management | 9,639 | $367.1K | 0.14% | +85+0.9% | Added |
| Citizens Financial Group Inc | 9,586 | $368.2K | 0.00% | +9,586 | New |
| Federated Hermes, Inc. | 9,794 | $373.0K | 0.00% | −282−2.8% | Reduced |
| CWC Advisors, LLC. | 9,798 | $373.1K | 0.17% | −490−4.8% | Reduced |
| CX Institutional | 9,938 | $378.0K | 0.01% | +205+2.1% | Added |
| Arkadios Wealth Advisors | 9,997 | $380.7K | 0.01% | +9,997 | New |
| Syon Capital LLC | 10,034 | $382.1K | 0.02% | +10,034 | New |
| Bank of Nova Scotia | 10,114 | $385.1K | 0.00% | −3,258−24.4% | Reduced |
| Warren Averett Asset Management, LLC | 10,223 | $389.3K | 0.00% | +10,223 | New |
| Securian Asset Management, Inc | 9,343 | $393.2K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,350 | $394.1K | 0.00% | −10,618−50.6% | Reduced |
| Baker Avenue Asset Management, LP | 10,354 | $394.3K | 0.01% | +10,354 | New |
| Natixis Advisors, L.P. | 10,472 | $398.0K | 0.00% | +10,472 | New |
| Nykredit A/S | 10,685 | $406.9K | 0.00% | +10,685 | New |
| West Family Investments, Inc. | 10,929 | $416.2K | 0.12% | +10,929 | New |
| EP Wealth Advisors, LLC | 11,031 | $420.0K | 0.00% | +4,049+58.0% | Added |
| Frank, Rimerman Advisors LLC | 11,192 | $426.2K | 0.02% | +11,192 | New |
| Frec Markets, Inc. | 11,239 | $428.0K | 0.04% | +11,239 | New |
| NorthCrest Asset Manangement, LLC | 11,317 | $437.5K | 0.01% | +11,317 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,523 | $438.8K | 0.02% | +11,523 | New |
| Omers Administration Corp | 11,600 | $441.7K | 0.00% | +11,600 | New |
| Krilogy Financial LLC | 11,663 | $444.1K | 0.01% | +11,663 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,703 | $445.7K | 0.00% | −54−0.5% | Reduced |
| Simplicity Wealth,LLC | 11,731 | $446.7K | 0.02% | +11,731 | New |
| Aviva PLC | 11,893 | $452.9K | 0.00% | +11,893 | New |
| Blackstone Group Inc. | 12,124 | $461.7K | 0.00% | +12,124 | New |
| Affinity Capital Advisors, LLC | 12,094 | $474.3K | 0.06% | +4,666+62.8% | Added |
| D.A. Davidson & Co. | 12,533 | $477.3K | 0.00% | +12,533 | New |
| Abacus Wealth Partners, LLC | 13,220 | $503.4K | 0.05% | +446+3.5% | Added |
| New Age Alpha Advisors, LLC | 13,825 | $526.5K | 0.02% | −306−2.2% | Reduced |
| Swiss Life Asset Management Ltd | 13,842 | $527.1K | 0.00% | +1,908+16.0% | Added |
| Allworth Financial LP | 14,168 | $539.5K | 0.00% | +7,410+109.6% | Added |
| Pallas Capital Advisors LLC | 14,225 | $541.7K | 0.02% | +14,225 | New |
| Public Employees Retirement Association of Colorado | 14,290 | $544.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 14,305 | $545.0K | 0.01% | +8,309+138.6% | Added |
| Ascent Group, LLC | 14,314 | $545.1K | 0.02% | +14,314 | New |
| RBF Capital, LLC | 15,000 | $571.2K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15,265 | $581.3K | 0.18% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 15,342 | $583.9K | 0.01% | +3,585+30.5% | Added |
| TCM Advisors, LLC | – | $590.2K | 0.46% | – | – |
| Ifrah Financial Services, Inc. | 15,700 | $597.9K | 0.15% | −100−0.6% | Reduced |
| Jones Financial Companies LLLP | 16,036 | $605.1K | 0.00% | +1,810+12.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,911 | $605.9K | 0.00% | 00.0% | Unchanged |
| Capital Financial Group Inc | 16,067 | $611.8K | 0.32% | +16,067 | New |
| RSM US Wealth Management LLC | 16,060 | $619.2K | 0.01% | +1,149+7.7% | Added |
| Archer Investment Corp | 16,300 | $620.7K | 0.12% | 00.0% | Unchanged |
| Claret Asset Management Corp | 16,410 | $625.0K | 0.07% | +1,720+11.7% | Added |
| Wealthfront Advisers LLC | 16,720 | $636.7K | 0.00% | −325−1.9% | Reduced |
| MAI Capital Management | 16,673 | $636.9K | 0.00% | +13,879+496.7% | Added |
| Bull Harbor Capital LLC | 16,740 | $637.5K | 0.12% | +16,740 | New |
| Buckingham Strategic Partners | 16,766 | $638.5K | 0.01% | +16,766 | New |
| Rockland Trust Co | 16,866 | $642.3K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 16,994 | $647.1K | 0.00% | −820−4.6% | Reduced |
| Lido Advisors, LLC | 16,955 | $653.6K | 0.00% | +16,955 | New |
| Crossmark Global Holdings, Inc. | 17,245 | $656.7K | 0.01% | +5,800+50.7% | Added |
| NewEdge Wealth, LLC | 17,388 | $662.1K | 0.01% | +3,545+25.6% | Added |
| MSH Capital Advisors LLC | 17,578 | $669.4K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18,013 | $685.9K | 0.02% | +15,197+539.7% | Added |
| SRS Capital Advisors, Inc. | 18,184 | $692.4K | 0.00% | +17,724+3,853.0% | Added |
| Integrated Wealth Concepts LLC | 18,389 | $700.2K | 0.00% | +8,386+83.8% | Added |
| The PNC Financial Services Group, Inc. | 18,451 | $702.6K | 0.00% | −746−3.9% | Reduced |
| Winton Group Ltd | 18,500 | $704.5K | 0.02% | −25,500−58.0% | Reduced |
| Lighthouse Investment Partners, LLC | 18,757 | $714.3K | 0.02% | −21,177−53.0% | Reduced |
| Farther Finance Advisors, LLC | 18,906 | $720.0K | 0.01% | +1,780+10.4% | Added |
| Group One Trading, L.P. | 18,954 | $721.8K | 0.02% | +5,172+37.5% | Added |
| Chesley Taft & Associates LLC | 19,382 | $738.1K | 0.03% | −550−2.8% | Reduced |
| XTX Topco Ltd | 19,394 | $738.5K | 0.01% | +19,394 | New |
| GWM Advisors LLC | 19,433 | $740.0K | 0.00% | +5,242+36.9% | Added |
| Pictet Asset Management Holding SA | 19,881 | $757.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 19,902 | $757.9K | 0.00% | +5,362+36.9% | Added |
| Dark Forest Capital Management LP | 20,541 | $782.2K | 0.05% | +20,541 | New |
| Northwestern Mutual Wealth Management Co | 20,845 | $793.8K | 0.00% | +14,177+212.6% | Added |