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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 117,217 | $4.46M | 0.00% | −737,374−86.3% | Reduced |
| Assenagon Asset Management S.A. | 116,980 | $4.45M | 0.01% | +116,980 | New |
| Inlet Private Wealth, LLC | 113,852 | $4.34M | 1.05% | +11,100+10.8% | Added |
| Acadian Asset Management LLC | 109,003 | $4.14M | 0.00% | +103,015+1,720.4% | Added |
| Janney Montgomery Scott LLC | 108,500 | $4.13M | 0.01% | +3,534+3.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 108,041 | $4.11M | 0.01% | +29,066+36.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 113,628 | $4.06M | 0.01% | +79,463+232.6% | Added |
| Round Hill Asset Management | 106,396 | $4.05M | 2.54% | +39,495+59.0% | Added |
| Nordea Investment Management AB | 104,533 | $3.98M | 0.00% | +1,232+1.2% | Added |
| Stifel Financial Corp | 103,016 | $3.92M | 0.00% | +7,948+8.4% | Added |
| Teacher Retirement System of Texas | 102,900 | $3.92M | 0.01% | −3,716−3.5% | Reduced |
| HRT Financial LP | 102,601 | $3.91M | 0.01% | +102,601 | New |
| LPL Financial LLC | 100,881 | $3.84M | 0.00% | −3,833−3.7% | Reduced |
| Qsemble Capital Management, LP | 97,272 | $3.70M | 0.47% | +40,114+70.2% | Added |
| Segall Bryant & Hamill, LLC | 95,000 | $3.62M | 0.04% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 92,998 | $3.54M | 0.09% | +18,554+24.9% | Added |
| Mubadala Investment Co PJSC | 89,679 | $3.41M | 0.01% | +89,679 | New |
| Brevan Howard Capital Management LP | 88,515 | $3.37M | 0.05% | +34,961+65.3% | Added |
| Range Financial Group LLC | 88,404 | $3.37M | 0.92% | +70,494+393.6% | Added |
| Manufacturers Life Insurance Company, The | 86,433 | $3.29M | 0.00% | −297−0.3% | Reduced |
| Wedge Capital Management L L P | 85,550 | $3.26M | 0.05% | −6,754−7.3% | Reduced |
| Colony Group, LLC | 83,704 | $3.19M | 0.00% | +69,693+497.4% | Added |
| CBOE Vest Financial, LLC | 83,580 | $3.18M | 0.03% | +21,508+34.7% | Added |
| BNP Paribas Arbitrage, SA | 82,312 | $3.13M | 0.00% | −79,430−49.1% | Reduced |
| Agf Management Ltd | 79,656 | $3.03M | 0.01% | −40,555−33.7% | Reduced |
| HSBC Holdings PLC | 77,712 | $2.99M | 0.00% | +15,085+24.1% | Added |
| New York State Common Retirement Fund | 78,379 | $2.98M | 0.00% | +1,400+1.8% | Added |
| Tealwood Asset Management Inc | 72,302 | $2.75M | 1.06% | +5,864+8.8% | Added |
| Rodgers Brothers Inc. | 71,650 | $2.73M | 0.26% | −1,450−2.0% | Reduced |
| Storebrand Asset Management AS | 68,181 | $2.60M | 0.01% | 00.0% | Unchanged |
| Caxton Associates LLP | 67,633 | $2.58M | 0.05% | +1,011+1.5% | Added |
| Kennondale Capital Management LLC | 66,879 | $2.55M | 1.70% | −37,425−35.9% | Reduced |
| Virginia Retirement Systems Et Al | 66,200 | $2.52M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 64,143 | $2.44M | 0.00% | +10,861+20.4% | Added |
| KLP Kapitalforvaltning AS | 62,900 | $2.42M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 63,187 | $2.41M | 0.00% | −280,455−81.6% | Reduced |
| Fifth Third Bancorp | 63,124 | $2.40M | 0.00% | −3,914−5.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 62,303 | $2.37M | 0.01% | +12,402+24.9% | Added |
| Picton Mahoney Asset Management | 61,944 | $2.36M | 0.02% | +1,630+2.7% | Added |
| MetLife Investment Management | 61,730 | $2.35M | 0.01% | −1,554−2.5% | Reduced |
| WBI Investments | 60,192 | $2.29M | 0.57% | +60,192 | New |
| Carolina Wealth Advisors, LLC | 58,629 | $2.23M | 0.88% | +7,326+14.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 58,418 | $2.22M | 0.02% | +3,409+6.2% | Added |
| Optimist Retirement Group LLC | 58,076 | $2.21M | 0.85% | +268+0.5% | Added |
| Redwood Investment Management, LLC | 57,857 | $2.20M | 0.22% | +57,857 | New |
| Amalgamated Bank | 57,613 | $2.19M | 0.02% | −100.0% | Reduced |
| Voya Investment Management LLC | 57,500 | $2.19M | 0.00% | −79,915−58.2% | Reduced |
| State of Wisconsin Investment Board | 57,179 | $2.18M | 0.00% | +276+0.5% | Added |
| Pathstone Holdings, LLC | 55,109 | $2.11M | 0.01% | +3,343+6.5% | Added |
| Russell Investments Group, Ltd. | 53,871 | $2.05M | 0.00% | +7,100+15.2% | Added |
| Advisor Group Holdings, Inc. | 53,792 | $2.05M | 0.00% | +12,980+31.8% | Added |
| Treasurer of the State of North Carolina | 53,448 | $2.04M | 0.01% | −170−0.3% | Reduced |
| 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 |
| Longaeva Partners L.P. | 52,713 | $2.01M | 0.06% | +52,713 | New |
| Nomura Asset Management International Inc. | 52,675 | $2.01M | 0.00% | −11,218−17.6% | Reduced |
| Envestnet Asset Management Inc | 52,114 | $1.98M | 0.00% | +22,330+75.0% | Added |
| Ensign Peak Advisors, Inc | 51,107 | $1.95M | 0.00% | +44,515+675.3% | Added |
| Prudential Financial Inc | 50,906 | $1.94M | 0.00% | −57,239−52.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 50,890 | $1.94M | 0.04% | +2,909+6.1% | Added |
| State of Alaska, Department of Revenue | 50,893 | $1.94M | 0.02% | −4,340−7.9% | Reduced |
| State of Tennessee, Treasury Department | 50,255 | $1.91M | 0.01% | −905−1.8% | Reduced |
| Chase Investment Counsel Corp | 50,000 | $1.90M | 0.40% | +10,000+25.0% | Added |
| Summit Trail Advisors, LLC | 49,956 | $1.90M | 0.02% | +14,526+41.0% | Added |
| Captrust Financial Advisors | 48,741 | $1.86M | 0.00% | +35,109+257.5% | Added |
| Boothbay Fund Management, LLC | 48,669 | $1.85M | 0.04% | +48,669 | New |
| Cygnus Capital Advisors, LLC | 48,664 | $1.85M | 1.26% | +48,664 | New |
| Convergence Investment Partners, LLC | 48,412 | $1.84M | 0.17% | +48,412 | New |
| American Century Companies Inc | 47,752 | $1.82M | 0.00% | +47,752 | New |
| Mutual of America Capital Management LLC | 47,051 | $1.79M | 0.02% | −1,526−3.1% | Reduced |
| Edgestream Partners, L.P. | 45,473 | $1.73M | 0.05% | +45,473 | New |
| Deutsche Bank AG | 45,170 | $1.72M | 0.00% | +2,708+6.4% | Added |
| Aquatic Capital Management LLC | 45,115 | $1.72M | 0.06% | +45,115 | New |
| Horizon Investments, LLC | 44,733 | $1.70M | 0.02% | +44,673+74,455.0% | Added |
| Commerce Bank | 44,559 | $1.70M | 0.01% | +2,619+6.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,486 | $1.69M | 0.00% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 44,300 | $1.69M | 0.00% | −300−0.7% | Reduced |
| M&T Bank Corp | 43,474 | $1.66M | 0.00% | +895+2.1% | Added |
| State of New Jersey Common Pension Fund D | 43,157 | $1.64M | 0.01% | −29,789−40.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 42,628 | $1.62M | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 42,211 | $1.61M | 0.22% | −1,001−2.3% | Reduced |
| Oak Thistle LLC | 41,994 | $1.60M | 0.15% | +41,994 | New |
| JustInvest LLC | 41,807 | $1.59M | 0.01% | +17,482+71.9% | Added |
| Commonwealth Equity Services, LLC | 41,519 | $1.58M | 0.00% | −35,631−46.2% | Reduced |
| Toroso Investments, LLC | 41,504 | $1.58M | 0.00% | −9,006−17.8% | Reduced |
| Merit Financial Group, LLC | 41,326 | $1.57M | 0.01% | +22,320+117.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 39,320 | $1.50M | 0.00% | −73,017−65.0% | Reduced |
| Susquehanna International Group, LLP | 38,927 | $1.48M | 0.00% | −112,176−74.2% | Reduced |
| Ceera Investments, LLC | 38,743 | $1.48M | 0.63% | −3,485−8.3% | Reduced |
| Ethic Inc. | 38,444 | $1.46M | 0.02% | +38,444 | New |
| Public Employees Retirement System of Ohio | 38,343 | $1.46M | 0.00% | −259−0.7% | Reduced |
| Handelsbanken Fonder AB | 37,500 | $1.43M | 0.00% | +2,800+8.1% | Added |
| Cunning Capital Partners, LP | 37,360 | $1.42M | 0.57% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 37,100 | $1.41M | 0.02% | +300+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,042 | $1.41M | 0.00% | +34,619+1,428.8% | Added |
| Vident Advisory, LLC | 36,538 | $1.39M | 0.01% | −7,838−17.7% | Reduced |
| Cetera Investment Advisers | 36,003 | $1.37M | 0.00% | +9,102+33.8% | Added |
| Yousif Capital Management, LLC | 34,992 | $1.33M | 0.01% | −2,204−5.9% | Reduced |
| Arizona State Retirement System | 34,977 | $1.33M | 0.01% | +239+0.7% | Added |
| Point Nemo Capital, LLC | 34,831 | $1.33M | 0.67% | +34,831 | New |