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 |
|---|---|---|---|---|---|
| Optimist Retirement Group LLC | 58,076 | $2.21M | 0.85% | +268+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 58,418 | $2.22M | 0.02% | +3,409+6.2% | Added |
| Carolina Wealth Advisors, LLC | 58,629 | $2.23M | 0.88% | +7,326+14.3% | Added |
| WBI Investments | 60,192 | $2.29M | 0.57% | +60,192 | New |
| MetLife Investment Management | 61,730 | $2.35M | 0.01% | −1,554−2.5% | Reduced |
| Picton Mahoney Asset Management | 61,944 | $2.36M | 0.02% | +1,630+2.7% | Added |
| O'Shaughnessy Asset Management, LLC | 62,303 | $2.37M | 0.01% | +12,402+24.9% | Added |
| Fifth Third Bancorp | 63,124 | $2.40M | 0.00% | −3,914−5.8% | Reduced |
| Millennium Management LLC | 63,187 | $2.41M | 0.00% | −280,455−81.6% | Reduced |
| KLP Kapitalforvaltning AS | 62,900 | $2.42M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 64,143 | $2.44M | 0.00% | +10,861+20.4% | Added |
| Virginia Retirement Systems Et Al | 66,200 | $2.52M | 0.02% | 00.0% | Unchanged |
| Kennondale Capital Management LLC | 66,879 | $2.55M | 1.70% | −37,425−35.9% | Reduced |
| Caxton Associates LLP | 67,633 | $2.58M | 0.05% | +1,011+1.5% | Added |
| Storebrand Asset Management AS | 68,181 | $2.60M | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 71,650 | $2.73M | 0.26% | −1,450−2.0% | Reduced |
| Tealwood Asset Management Inc | 72,302 | $2.75M | 1.06% | +5,864+8.8% | Added |
| New York State Common Retirement Fund | 78,379 | $2.98M | 0.00% | +1,400+1.8% | Added |
| HSBC Holdings PLC | 77,712 | $2.99M | 0.00% | +15,085+24.1% | Added |
| Agf Management Ltd | 79,656 | $3.03M | 0.01% | −40,555−33.7% | Reduced |
| BNP Paribas Arbitrage, SA | 82,312 | $3.13M | 0.00% | −79,430−49.1% | Reduced |
| CBOE Vest Financial, LLC | 83,580 | $3.18M | 0.03% | +21,508+34.7% | Added |
| Colony Group, LLC | 83,704 | $3.19M | 0.00% | +69,693+497.4% | Added |
| Wedge Capital Management L L P | 85,550 | $3.26M | 0.05% | −6,754−7.3% | Reduced |
| Manufacturers Life Insurance Company, The | 86,433 | $3.29M | 0.00% | −297−0.3% | Reduced |
| Range Financial Group LLC | 88,404 | $3.37M | 0.92% | +70,494+393.6% | Added |
| Brevan Howard Capital Management LP | 88,515 | $3.37M | 0.05% | +34,961+65.3% | Added |
| Mubadala Investment Co PJSC | 89,679 | $3.41M | 0.01% | +89,679 | New |
| SummitTX Capital, L.P. | 92,998 | $3.54M | 0.09% | +18,554+24.9% | Added |
| Segall Bryant & Hamill, LLC | 95,000 | $3.62M | 0.04% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 97,272 | $3.70M | 0.47% | +40,114+70.2% | Added |
| LPL Financial LLC | 100,881 | $3.84M | 0.00% | −3,833−3.7% | Reduced |
| HRT Financial LP | 102,601 | $3.91M | 0.01% | +102,601 | New |
| Teacher Retirement System of Texas | 102,900 | $3.92M | 0.01% | −3,716−3.5% | Reduced |
| Stifel Financial Corp | 103,016 | $3.92M | 0.00% | +7,948+8.4% | Added |
| Nordea Investment Management AB | 104,533 | $3.98M | 0.00% | +1,232+1.2% | Added |
| Round Hill Asset Management | 106,396 | $4.05M | 2.54% | +39,495+59.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 113,628 | $4.06M | 0.01% | +79,463+232.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 108,041 | $4.11M | 0.01% | +29,066+36.8% | Added |
| Janney Montgomery Scott LLC | 108,500 | $4.13M | 0.01% | +3,534+3.4% | Added |
| Acadian Asset Management LLC | 109,003 | $4.14M | 0.00% | +103,015+1,720.4% | Added |
| Inlet Private Wealth, LLC | 113,852 | $4.34M | 1.05% | +11,100+10.8% | Added |
| Assenagon Asset Management S.A. | 116,980 | $4.45M | 0.01% | +116,980 | New |
| Qube Research & Technologies Ltd | 117,217 | $4.46M | 0.00% | −737,374−86.3% | Reduced |
| Nisa Investment Advisors, LLC | 118,362 | $4.56M | 0.01% | −774−0.6% | Reduced |
| Raymond James Financial Inc | 120,120 | $4.57M | 0.00% | +16,818+16.3% | Added |
| Vanguard Asset Management, Ltd | 121,017 | $4.61M | 0.00% | +4,863+4.2% | Added |
| Elo Mutual Pension Insurance Co | 121,359 | $4.62M | 0.06% | +25,326+26.4% | Added |
| Crawford Investment Counsel Inc | 123,450 | $4.70M | 0.08% | +952+0.8% | Added |
| Citigroup Inc | 125,943 | $4.80M | 0.00% | +71,880+133.0% | Added |
| Landscape Capital Management, L.L.C. | 125,951 | $4.80M | 0.31% | −15,157−10.7% | Reduced |
| State Board of Administration of Florida Retirement System | 126,289 | $4.81M | 0.01% | −2,230−1.7% | Reduced |
| Retirement Systems of Alabama | 131,106 | $4.99M | 0.02% | −24,294−15.6% | Reduced |
| Mercer Global Advisors Inc | 131,120 | $4.99M | 0.01% | +92,404+238.7% | Added |
| Vanguard Global Advisers, LLC | 132,793 | $5.06M | 0.00% | +41,039+44.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 134,150 | $5.11M | 0.01% | +134,150 | New |
| Kingsview Wealth Management, LLC | 134,228 | $5.11M | 0.06% | −82,332−38.0% | Reduced |
| Empowered Funds, LLC | 138,160 | $5.26M | 0.03% | +37,986+37.9% | Added |
| New York State Teachers Retirement System | 139,549 | $5.31M | 0.01% | +1,243+0.9% | Added |
| Price T Rowe Associates Inc | 143,770 | $5.47M | 0.00% | −5,099−3.4% | Reduced |
| Seizert Capital Partners, LLC | 146,440 | $5.58M | 0.23% | +40,477+38.2% | Added |
| California State Teachers Retirement System | 146,872 | $5.59M | 0.01% | −2,339−1.6% | Reduced |
| Trexquant Investment LP | 160,540 | $6.11M | 0.04% | +78,762+96.3% | Added |
| Midwest Trust Co | 163,659 | $6.23M | 0.07% | −3,479−2.1% | Reduced |
| Ieq Capital, LLC | 165,056 | $6.29M | 0.03% | +158,558+2,440.1% | Added |
| Franklin Resources Inc | 170,134 | $6.48M | 0.00% | +63,957+60.2% | Added |
| Engineers Gate Manager LP | 171,857 | $6.54M | 0.08% | +154,829+909.3% | Added |
| Marshall Wace, LLP | 176,836 | $6.73M | 0.01% | −959,708−84.4% | Reduced |
| Great West Life Assurance Co | 177,891 | $6.77M | 0.01% | +74,151+71.5% | Added |
| Legal & General Group Plc | 182,210 | $6.94M | 0.00% | +458+0.3% | Added |
| Brookstone Capital Management | 192,545 | $7.33M | 0.07% | +192,545 | New |
| CI Private Wealth, LLC | 204,524 | $7.79M | 0.01% | +138,295+208.8% | Added |
| Schroder Investment Management Group | 206,260 | $7.88M | 0.01% | +139,611+209.5% | Added |
| Alliancebernstein L.P. | 273,121 | $8.67M | 0.00% | +66,886+32.4% | Added |
| Victory Capital Management Inc | 252,830 | $9.63M | 0.01% | +27,627+12.3% | Added |
| Cambria Investment Management, L.P. | 254,284 | $9.68M | 0.48% | −40,489−13.7% | Reduced |
| Swiss National Bank | 254,400 | $9.69M | 0.01% | +4,300+1.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 256,840 | $9.78M | 0.03% | −69,810−21.4% | Reduced |
| Creative Planning | 257,760 | $9.82M | 0.01% | +130,199+102.1% | Added |
| California Public Employees Retirement System | 258,863 | $9.86M | 0.01% | −37,556−12.7% | Reduced |
| Sound Income Strategies, LLC | 261,903 | $9.97M | 0.45% | +1,982+0.8% | Added |
| Forum Finance Group S.A. | 326,888 | $10.1M | 3.62% | +241,613+283.3% | Added |
| Algert Global LLC | 265,980 | $10.1M | 0.12% | +265,980 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 271,197 | $10.3M | 0.02% | +36,797+15.7% | Added |
| Tectonic Advisors LLC | 280,725 | $10.7M | 0.51% | +28,790+11.4% | Added |
| Robeco Institutional Asset Management B.V. | 282,804 | $10.8M | 0.01% | +27,960+11.0% | Added |
| Sprott Inc. | 285,000 | $10.9M | 0.36% | +120,000+72.7% | Added |
| Principal Financial Group Inc | 287,666 | $11.0M | 0.01% | +4,217+1.5% | Added |
| Mariner, LLC | 293,120 | $11.2M | 0.01% | +248,069+550.6% | Added |
| RWWM, Inc. | 296,272 | $11.3M | 0.83% | −64,082−17.8% | Reduced |
| Two Sigma Investments, LP | 301,186 | $11.5M | 0.01% | +250,448+493.6% | Added |
| Cerity Partners LLC | 302,752 | $11.5M | 0.01% | +162,572+116.0% | Added |
| Mackenzie Financial Corp | 308,367 | $11.7M | 0.01% | +299,835+3,514.2% | Added |
| South Dakota Investment Council | 317,883 | $12.1M | 0.21% | +220,418+226.2% | Added |
| Jupiter Topco LLC | 329,673 | $12.6M | 0.01% | +329,673 | New |
| Balyasny Asset Management LLC | 336,833 | $12.8M | 0.02% | −77,830−18.8% | Reduced |
| Rhumbline Advisers | 339,250 | $12.9M | 0.01% | −39,028−10.3% | Reduced |
| Swedbank AB | 345,643 | $13.2M | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 360,246 | $13.7M | 0.06% | −9,371−2.5% | Reduced |
| Ameriprise Financial Inc | 368,323 | $14.0M | 0.00% | +22,863+6.6% | Added |