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 |
|---|---|---|---|---|---|
| Man Group plc | 34,551 | $1.32M | 0.00% | −47,787−58.0% | Reduced |
| Freestone Grove Partners LP | 34,107 | $1.30M | 0.01% | −9,871−22.4% | Reduced |
| TD Waterhouse Canada Inc. | 32,485 | $1.28M | 0.00% | +32,485 | New |
| Neuberger Berman Group LLC | 33,418 | $1.27M | 0.00% | +15,593+87.5% | Added |
| Rothschild Investment LLC | 33,204 | $1.26M | 0.05% | +29,900+905.0% | Added |
| Prelude Capital Management, LLC | 33,076 | $1.26M | 0.09% | +33,076 | New |
| Vanguard Investments Australia, Ltd. | 32,306 | $1.23M | 0.00% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 31,121 | $1.19M | 0.10% | −36−0.1% | Reduced |
| Quadrature Capital Ltd | 30,865 | $1.18M | 0.01% | +30,865 | New |
| Dynamic Technology Lab Private Ltd | 30,839 | $1.17M | 0.26% | +30,839 | New |
| Intech Investment Management LLC | 30,661 | $1.17M | 0.01% | −59,155−65.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,347 | $1.16M | 0.01% | −1,413−4.4% | Reduced |
| Quinn Opportunity Partners LLC | 30,000 | $1.14M | 0.05% | +20,000+200.0% | Added |
| Amundi | 29,744 | $1.13M | 0.00% | −199,463−87.0% | Reduced |
| State of Michigan Retirement System | 29,668 | $1.13M | 0.01% | −800−2.6% | Reduced |
| Havemeyer Place LP | 29,443 | $1.12M | 0.11% | +29,443 | New |
| AE Wealth Management LLC | 29,039 | $1.11M | 0.01% | +16,065+123.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 28,514 | $1.09M | 0.01% | +116+0.4% | Added |
| Thrivent Financial for Lutherans | 28,149 | $1.07M | 0.00% | −411−1.4% | Reduced |
| New Mexico Educational Retirement Board | 27,800 | $1.06M | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 27,577 | $1.05M | 0.02% | −228−0.8% | Reduced |
| Bleakley Financial Group, LLC | 27,427 | $1.04M | 0.01% | +27,427 | New |
| Eschler Asset Management LLP | 27,000 | $1.03M | 1.84% | +27,000 | New |
| Oregon Public Employees Retirement Fund | 26,224 | $998.6K | 0.01% | +200+0.8% | Added |
| Huber Capital Management LLC | 26,100 | $993.9K | 0.15% | +2,576+11.0% | Added |
| Human Investing LLC | 25,831 | $983.6K | 0.13% | −612−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 25,097 | $955.7K | 0.00% | −3,099−11.0% | Reduced |
| Bank of Montreal | 25,048 | $953.8K | 0.00% | +1,738+7.5% | Added |
| Squarepoint Ops LLC | 24,921 | $949.0K | 0.00% | −783,841−96.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 24,668 | $939.4K | 0.03% | −6,860−21.8% | Reduced |
| denkapparat Operations GmbH | 24,170 | $920.4K | 0.30% | +14,376+146.8% | Added |
| SG Americas Securities, LLC | 23,847 | $908.0K | 0.00% | −140,126−85.5% | Reduced |
| HB Wealth Management, LLC | 23,475 | $893.9K | 0.01% | +7,708+48.9% | Added |
| Ameritas Investment Partners, Inc. | 23,352 | $889.2K | 0.02% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 23,233 | $884.7K | 0.25% | 00.0% | Unchanged |
| Brighton Jones LLC | 22,367 | $851.7K | 0.02% | +22,367 | New |
| LGT Group Foundation | 22,257 | $847.5K | 0.01% | −17,836−44.5% | Reduced |
| Mirabella Financial Services LLP | 22,021 | $838.6K | 0.08% | +985+4.7% | Added |
| Ritholtz Wealth Management | 22,013 | $838.3K | 0.01% | +1,801+8.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,854 | $832.2K | 0.00% | −762−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,540 | $820.0K | 0.00% | +4,590+27.1% | Added |
| Baird Financial Group, Inc. | 21,426 | $815.9K | 0.00% | +1,443+7.2% | Added |
| Sovereign's Capital Management, LLC | 21,239 | $808.8K | 0.54% | −469−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 20,171 | $805.8K | 0.02% | +11,495+132.5% | Added |
| Northwestern Mutual Wealth Management Co | 20,845 | $793.8K | 0.00% | +14,177+212.6% | Added |
| Dark Forest Capital Management LP | 20,541 | $782.2K | 0.05% | +20,541 | New |
| US Bancorp | 19,902 | $757.9K | 0.00% | +5,362+36.9% | Added |
| Pictet Asset Management Holding SA | 19,881 | $757.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,433 | $740.0K | 0.00% | +5,242+36.9% | Added |
| XTX Topco Ltd | 19,394 | $738.5K | 0.01% | +19,394 | New |
| Chesley Taft & Associates LLC | 19,382 | $738.1K | 0.03% | −550−2.8% | Reduced |
| Group One Trading, L.P. | 18,954 | $721.8K | 0.02% | +5,172+37.5% | Added |
| Farther Finance Advisors, LLC | 18,906 | $720.0K | 0.01% | +1,780+10.4% | Added |
| Lighthouse Investment Partners, LLC | 18,757 | $714.3K | 0.02% | −21,177−53.0% | Reduced |
| Winton Group Ltd | 18,500 | $704.5K | 0.02% | −25,500−58.0% | Reduced |
| The PNC Financial Services Group, Inc. | 18,451 | $702.6K | 0.00% | −746−3.9% | Reduced |
| Integrated Wealth Concepts LLC | 18,389 | $700.2K | 0.00% | +8,386+83.8% | Added |
| SRS Capital Advisors, Inc. | 18,184 | $692.4K | 0.00% | +17,724+3,853.0% | Added |
| Quadrant Capital Group LLC | 18,013 | $685.9K | 0.02% | +15,197+539.7% | Added |
| MSH Capital Advisors LLC | 17,578 | $669.4K | 0.12% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 17,388 | $662.1K | 0.01% | +3,545+25.6% | Added |
| Crossmark Global Holdings, Inc. | 17,245 | $656.7K | 0.01% | +5,800+50.7% | Added |
| Lido Advisors, LLC | 16,955 | $653.6K | 0.00% | +16,955 | New |
| Xponance, Inc. | 16,994 | $647.1K | 0.00% | −820−4.6% | Reduced |
| Rockland Trust Co | 16,866 | $642.3K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 16,766 | $638.5K | 0.01% | +16,766 | New |
| Bull Harbor Capital LLC | 16,740 | $637.5K | 0.12% | +16,740 | New |
| MAI Capital Management | 16,673 | $636.9K | 0.00% | +13,879+496.7% | Added |
| Wealthfront Advisers LLC | 16,720 | $636.7K | 0.00% | −325−1.9% | Reduced |
| Claret Asset Management Corp | 16,410 | $625.0K | 0.07% | +1,720+11.7% | Added |
| Archer Investment Corp | 16,300 | $620.7K | 0.12% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 16,060 | $619.2K | 0.01% | +1,149+7.7% | Added |
| Capital Financial Group Inc | 16,067 | $611.8K | 0.32% | +16,067 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,911 | $605.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16,036 | $605.1K | 0.00% | +1,810+12.7% | Added |
| Ifrah Financial Services, Inc. | 15,700 | $597.9K | 0.15% | −100−0.6% | Reduced |
| TCM Advisors, LLC | – | $590.2K | 0.46% | – | – |
| RMB Capital Management, LLC | 15,342 | $583.9K | 0.01% | +3,585+30.5% | Added |
| Legacy Bridge, LLC | 15,265 | $581.3K | 0.18% | 00.0% | Unchanged |
| RBF Capital, LLC | 15,000 | $571.2K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 14,314 | $545.1K | 0.02% | +14,314 | New |
| Hantz Financial Services, Inc. | 14,305 | $545.0K | 0.01% | +8,309+138.6% | Added |
| Public Employees Retirement Association of Colorado | 14,290 | $544.0K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 14,225 | $541.7K | 0.02% | +14,225 | New |
| Allworth Financial LP | 14,168 | $539.5K | 0.00% | +7,410+109.6% | Added |
| Swiss Life Asset Management Ltd | 13,842 | $527.1K | 0.00% | +1,908+16.0% | Added |
| New Age Alpha Advisors, LLC | 13,825 | $526.5K | 0.02% | −306−2.2% | Reduced |
| Abacus Wealth Partners, LLC | 13,220 | $503.4K | 0.05% | +446+3.5% | Added |
| D.A. Davidson & Co. | 12,533 | $477.3K | 0.00% | +12,533 | New |
| Affinity Capital Advisors, LLC | 12,094 | $474.3K | 0.06% | +4,666+62.8% | Added |
| Blackstone Group Inc. | 12,124 | $461.7K | 0.00% | +12,124 | New |
| Aviva PLC | 11,893 | $452.9K | 0.00% | +11,893 | New |
| Simplicity Wealth,LLC | 11,731 | $446.7K | 0.02% | +11,731 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,703 | $445.7K | 0.00% | −54−0.5% | Reduced |
| Krilogy Financial LLC | 11,663 | $444.1K | 0.01% | +11,663 | New |
| Omers Administration Corp | 11,600 | $441.7K | 0.00% | +11,600 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,523 | $438.8K | 0.02% | +11,523 | New |
| NorthCrest Asset Manangement, LLC | 11,317 | $437.5K | 0.01% | +11,317 | New |
| Frec Markets, Inc. | 11,239 | $428.0K | 0.04% | +11,239 | New |
| Frank, Rimerman Advisors LLC | 11,192 | $426.2K | 0.02% | +11,192 | New |