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 |
|---|---|---|---|---|---|
| Nuveen, LLC | 401,261 | $15.3M | 0.00% | −6,624−1.6% | Reduced |
| UBS Asset Management Americas Inc | 411,812 | $15.7M | 0.00% | +19,533+5.0% | Added |
| Wellington Management Group LLP | 421,459 | $16.0M | 0.00% | −386,185−47.8% | Reduced |
| Canada Pension Plan Investment Board | 505,000 | $19.2M | 0.01% | −1,200−0.2% | Reduced |
| Citadel Advisors LLC | 534,124 | $20.3M | 0.01% | −2,649,051−83.2% | Reduced |
| JPMorgan Chase & Co | 556,757 | $21.5M | 0.00% | −9,653−1.7% | Reduced |
| Lodge Hill Capital, LLC | 565,900 | $21.5M | 3.61% | −484,100−46.1% | Reduced |
| Barclays PLC | 604,025 | $23.0M | 0.01% | −504,197−45.5% | Reduced |
| Bank of America Corp | 617,929 | $23.5M | 0.00% | −390,786−38.7% | Reduced |
| Panagora Asset Management Inc | 626,434 | $23.9M | 0.07% | +626,434 | New |
| Boston Trust Walden Corp | 673,795 | $25.7M | 0.20% | −221,441−24.7% | Reduced |
| SEI Investments Co | 694,524 | $26.4M | 0.02% | +161,819+30.4% | Added |
| D. E. Shaw & Co., Inc. | 708,067 | $27.0M | 0.02% | −420,602−37.3% | Reduced |
| Prevatt Capital Ltd | 710,000 | $27.0M | 5.86% | 00.0% | Unchanged |
| Royal Bank of Canada | 752,508 | $28.7M | 0.00% | +324,396+75.8% | Added |
| Pacer Advisors, Inc. | 755,162 | $28.8M | 0.07% | +62,402+9.0% | Added |
| Capital Fund Management S.A. | 765,437 | $29.1M | 0.21% | +497,047+185.2% | Added |
| Vanguard Fiduciary Trust Co | 804,290 | $30.6M | 0.01% | +15,580+2.0% | Added |
| Quantinno Capital Management LP | 826,467 | $31.5M | 0.04% | +428,188+107.5% | Added |
| UBS Group AG | 908,285 | $34.6M | 0.01% | −26,410−2.8% | Reduced |
| Invesco Ltd. | 977,704 | $37.2M | 0.00% | −473,380−32.6% | Reduced |
| Royce & Associates LP | 1,063,355 | $40.5M | 0.33% | +286,639+36.9% | Added |
| Norges Bank | 1,219,451 | $46.4M | 0.00% | +1,219,451 | New |
| Framtiden Holdings Management Co LLC | 1,140,000 | $47.2M | 28.62% | +650,000+132.7% | Added |
| Ranmore Fund Management Ltd | 1,400,000 | $53.3M | 5.90% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,476,375 | $56.2M | 0.01% | −40,510−2.7% | Reduced |
| LSV Asset Management | 1,591,990 | $60.6M | 0.11% | +60,100+3.9% | Added |
| Los Angeles Capital Management LLC | 1,714,217 | $65.3M | 0.24% | +1,242,603+263.5% | Added |
| Charles Schwab Investment Management Inc | 1,845,107 | $70.3M | 0.01% | +63,484+3.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,912,427 | $72.8M | 0.03% | +318,043+19.9% | Added |
| Goldman Sachs Group Inc | 1,922,900 | $73.2M | 0.01% | +841,522+77.8% | Added |
| First Trust Advisors LP | 2,007,551 | $76.4M | 0.04% | +678,967+51.1% | Added |
| Morgan Stanley | 2,185,522 | $83.2M | 0.00% | +197,487+9.9% | Added |
| Dimensional Fund Advisors LP | 2,272,476 | $86.5M | 0.02% | −35,290−1.5% | Reduced |
| Northern Trust Corp | 2,934,354 | $111.7M | 0.01% | −80,782−2.7% | Reduced |
| Geode Capital Management, LLC | 3,061,311 | $116.6M | 0.01% | −75,776−2.4% | Reduced |
| Lazard Asset Management LLC | 3,244,474 | $123.5M | 0.19% | −516,620−13.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,975,923 | $151.4M | 0.41% | −304,370−7.1% | Reduced |
| State Street Corp | 4,157,916 | $160.0M | 0.00% | +163,123+4.1% | Added |
| Vanguard Capital Management LLC | 5,713,146 | $217.6M | 0.00% | +58,111+1.0% | Added |
| Vanguard Portfolio Management LLC | 6,210,650 | $236.5M | 0.01% | −1,061,675−14.6% | Reduced |
| AQR Capital Management LLC | 9,616,406 | $366.2M | 0.13% | +6,433,681+202.1% | Added |
| FMR LLC | 15,744,303 | $599.5M | 0.03% | +456,900+3.0% | Added |
| BlackRock, Inc. | 16,326,241 | $621.7M | 0.01% | +787,417+5.1% | Added |
| Himalaya Capital Management LLCSuperinvestorHimalaya Capital | 0 | $0 | 0.00% | −1,626,906−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −890,538−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −273,466−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −137,280−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −84,298−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −78,333−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −75,900−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −63,856−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −42,105−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −40,374−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −38,744−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −38,521−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,750−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −22,561−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −19,943−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −14,169−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −8,147−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −12,870−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,818−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −12,669−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −11,540−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,475−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −10,420−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −7,548−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −10,076−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −9,993−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −9,895−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −8,581−100.0% | Sold out |
| Unifi Asset Management LP | 0 | $0 | 0.00% | −8,355−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,093−100.0% | Sold out |
| Van Diest Capital, LLC | 0 | $0 | 0.00% | −7,502−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −7,393−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −5,324−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −3,540−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −2,704−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,502−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| United Financial Planning Group LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Key Capital Management, INC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Magnolia Wealth Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |