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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 20,171 | $805.8K | 0.02% | +11,495+132.5% | Added |
| Sovereign's Capital Management, LLC | 21,239 | $808.8K | 0.54% | −469−2.2% | Reduced |
| Baird Financial Group, Inc. | 21,426 | $815.9K | 0.00% | +1,443+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,540 | $820.0K | 0.00% | +4,590+27.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,854 | $832.2K | 0.00% | −762−3.4% | Reduced |
| Ritholtz Wealth Management | 22,013 | $838.3K | 0.01% | +1,801+8.9% | Added |
| Mirabella Financial Services LLP | 22,021 | $838.6K | 0.08% | +985+4.7% | Added |
| LGT Group Foundation | 22,257 | $847.5K | 0.01% | −17,836−44.5% | Reduced |
| Brighton Jones LLC | 22,367 | $851.7K | 0.02% | +22,367 | New |
| Argyle Capital Management Inc. | 23,233 | $884.7K | 0.25% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 23,352 | $889.2K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 23,475 | $893.9K | 0.01% | +7,708+48.9% | Added |
| SG Americas Securities, LLC | 23,847 | $908.0K | 0.00% | −140,126−85.5% | Reduced |
| denkapparat Operations GmbH | 24,170 | $920.4K | 0.30% | +14,376+146.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,668 | $939.4K | 0.03% | −6,860−21.8% | Reduced |
| Squarepoint Ops LLC | 24,921 | $949.0K | 0.00% | −783,841−96.9% | Reduced |
| Bank of Montreal | 25,048 | $953.8K | 0.00% | +1,738+7.5% | Added |
| Sequoia Financial Advisors, LLC | 25,097 | $955.7K | 0.00% | −3,099−11.0% | Reduced |
| Human Investing LLC | 25,831 | $983.6K | 0.13% | −612−2.3% | Reduced |
| Huber Capital Management LLC | 26,100 | $993.9K | 0.15% | +2,576+11.0% | Added |
| Oregon Public Employees Retirement Fund | 26,224 | $998.6K | 0.01% | +200+0.8% | Added |
| Eschler Asset Management LLP | 27,000 | $1.03M | 1.84% | +27,000 | New |
| Bleakley Financial Group, LLC | 27,427 | $1.04M | 0.01% | +27,427 | New |
| First Citizens Bank & Trust Co | 27,577 | $1.05M | 0.02% | −228−0.8% | Reduced |
| New Mexico Educational Retirement Board | 27,800 | $1.06M | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 28,149 | $1.07M | 0.00% | −411−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 28,514 | $1.09M | 0.01% | +116+0.4% | Added |
| AE Wealth Management LLC | 29,039 | $1.11M | 0.01% | +16,065+123.8% | Added |
| Havemeyer Place LP | 29,443 | $1.12M | 0.11% | +29,443 | New |
| State of Michigan Retirement System | 29,668 | $1.13M | 0.01% | −800−2.6% | Reduced |
| Amundi | 29,744 | $1.13M | 0.00% | −199,463−87.0% | Reduced |
| Quinn Opportunity Partners LLC | 30,000 | $1.14M | 0.05% | +20,000+200.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,347 | $1.16M | 0.01% | −1,413−4.4% | Reduced |
| Intech Investment Management LLC | 30,661 | $1.17M | 0.01% | −59,155−65.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 30,839 | $1.17M | 0.26% | +30,839 | New |
| Quadrature Capital Ltd | 30,865 | $1.18M | 0.01% | +30,865 | New |
| Linden Thomas Advisory Services, LLC | 31,121 | $1.19M | 0.10% | −36−0.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 32,306 | $1.23M | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 33,076 | $1.26M | 0.09% | +33,076 | New |
| Rothschild Investment LLC | 33,204 | $1.26M | 0.05% | +29,900+905.0% | Added |
| Neuberger Berman Group LLC | 33,418 | $1.27M | 0.00% | +15,593+87.5% | Added |
| TD Waterhouse Canada Inc. | 32,485 | $1.28M | 0.00% | +32,485 | New |
| Freestone Grove Partners LP | 34,107 | $1.30M | 0.01% | −9,871−22.4% | Reduced |
| Man Group plc | 34,551 | $1.32M | 0.00% | −47,787−58.0% | Reduced |
| Point Nemo Capital, LLC | 34,831 | $1.33M | 0.67% | +34,831 | New |
| Arizona State Retirement System | 34,977 | $1.33M | 0.01% | +239+0.7% | Added |
| Yousif Capital Management, LLC | 34,992 | $1.33M | 0.01% | −2,204−5.9% | Reduced |
| Cetera Investment Advisers | 36,003 | $1.37M | 0.00% | +9,102+33.8% | Added |
| Vident Advisory, LLC | 36,538 | $1.39M | 0.01% | −7,838−17.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,042 | $1.41M | 0.00% | +34,619+1,428.8% | Added |
| Louisiana State Employees Retirement System | 37,100 | $1.41M | 0.02% | +300+0.8% | Added |
| Cunning Capital Partners, LP | 37,360 | $1.42M | 0.57% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 37,500 | $1.43M | 0.00% | +2,800+8.1% | Added |
| Public Employees Retirement System of Ohio | 38,343 | $1.46M | 0.00% | −259−0.7% | Reduced |
| Ethic Inc. | 38,444 | $1.46M | 0.02% | +38,444 | New |
| Ceera Investments, LLC | 38,743 | $1.48M | 0.63% | −3,485−8.3% | Reduced |
| Susquehanna International Group, LLP | 38,927 | $1.48M | 0.00% | −112,176−74.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 39,320 | $1.50M | 0.00% | −73,017−65.0% | Reduced |
| Merit Financial Group, LLC | 41,326 | $1.57M | 0.01% | +22,320+117.4% | Added |
| Toroso Investments, LLC | 41,504 | $1.58M | 0.00% | −9,006−17.8% | Reduced |
| Commonwealth Equity Services, LLC | 41,519 | $1.58M | 0.00% | −35,631−46.2% | Reduced |
| JustInvest LLC | 41,807 | $1.59M | 0.01% | +17,482+71.9% | Added |
| Oak Thistle LLC | 41,994 | $1.60M | 0.15% | +41,994 | New |
| Auxier Asset Management | 42,211 | $1.61M | 0.22% | −1,001−2.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 42,628 | $1.62M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 43,157 | $1.64M | 0.01% | −29,789−40.8% | Reduced |
| M&T Bank Corp | 43,474 | $1.66M | 0.00% | +895+2.1% | Added |
| Caisse de Depot Et Placement du Quebec | 44,300 | $1.69M | 0.00% | −300−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,486 | $1.69M | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 44,559 | $1.70M | 0.01% | +2,619+6.2% | Added |
| Horizon Investments, LLC | 44,733 | $1.70M | 0.02% | +44,673+74,455.0% | Added |
| Aquatic Capital Management LLC | 45,115 | $1.72M | 0.06% | +45,115 | New |
| Deutsche Bank AG | 45,170 | $1.72M | 0.00% | +2,708+6.4% | Added |
| Edgestream Partners, L.P. | 45,473 | $1.73M | 0.05% | +45,473 | New |
| Mutual of America Capital Management LLC | 47,051 | $1.79M | 0.02% | −1,526−3.1% | Reduced |
| American Century Companies Inc | 47,752 | $1.82M | 0.00% | +47,752 | New |
| Convergence Investment Partners, LLC | 48,412 | $1.84M | 0.17% | +48,412 | New |
| Cygnus Capital Advisors, LLC | 48,664 | $1.85M | 1.26% | +48,664 | New |
| Boothbay Fund Management, LLC | 48,669 | $1.85M | 0.04% | +48,669 | New |
| Captrust Financial Advisors | 48,741 | $1.86M | 0.00% | +35,109+257.5% | Added |
| Summit Trail Advisors, LLC | 49,956 | $1.90M | 0.02% | +14,526+41.0% | Added |
| Chase Investment Counsel Corp | 50,000 | $1.90M | 0.40% | +10,000+25.0% | Added |
| State of Tennessee, Treasury Department | 50,255 | $1.91M | 0.01% | −905−1.8% | Reduced |
| State of Alaska, Department of Revenue | 50,893 | $1.94M | 0.02% | −4,340−7.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 50,890 | $1.94M | 0.04% | +2,909+6.1% | Added |
| Prudential Financial Inc | 50,906 | $1.94M | 0.00% | −57,239−52.9% | Reduced |
| Ensign Peak Advisors, Inc | 51,107 | $1.95M | 0.00% | +44,515+675.3% | Added |
| Envestnet Asset Management Inc | 52,114 | $1.98M | 0.00% | +22,330+75.0% | Added |
| Nomura Asset Management International Inc. | 52,675 | $2.01M | 0.00% | −11,218−17.6% | Reduced |
| Longaeva Partners L.P. | 52,713 | $2.01M | 0.06% | +52,713 | New |
| Kendall Capital Management | 53,000 | $2.02M | 0.34% | −12,415−19.0% | Reduced |
| Rings Capital Management LLC | 53,000 | $2.02M | 1.03% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 53,448 | $2.04M | 0.01% | −170−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 53,792 | $2.05M | 0.00% | +12,980+31.8% | Added |
| Russell Investments Group, Ltd. | 53,871 | $2.05M | 0.00% | +7,100+15.2% | Added |
| Pathstone Holdings, LLC | 55,109 | $2.11M | 0.01% | +3,343+6.5% | Added |
| State of Wisconsin Investment Board | 57,179 | $2.18M | 0.00% | +276+0.5% | Added |
| Voya Investment Management LLC | 57,500 | $2.19M | 0.00% | −79,915−58.2% | Reduced |
| Amalgamated Bank | 57,613 | $2.19M | 0.02% | −100.0% | Reduced |
| Redwood Investment Management, LLC | 57,857 | $2.20M | 0.22% | +57,857 | New |