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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 11,031 | $420.0K | 0.00% | +4,049+58.0% | Added |
| West Family Investments, Inc. | 10,929 | $416.2K | 0.12% | +10,929 | New |
| Nykredit A/S | 10,685 | $406.9K | 0.00% | +10,685 | New |
| Natixis Advisors, L.P. | 10,472 | $398.0K | 0.00% | +10,472 | New |
| Baker Avenue Asset Management, LP | 10,354 | $394.3K | 0.01% | +10,354 | New |
| HighTower Advisors, LLC | 10,350 | $394.1K | 0.00% | −10,618−50.6% | Reduced |
| Securian Asset Management, Inc | 9,343 | $393.2K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,223 | $389.3K | 0.00% | +10,223 | New |
| Bank of Nova Scotia | 10,114 | $385.1K | 0.00% | −3,258−24.4% | Reduced |
| Syon Capital LLC | 10,034 | $382.1K | 0.02% | +10,034 | New |
| Arkadios Wealth Advisors | 9,997 | $380.7K | 0.01% | +9,997 | New |
| CX Institutional | 9,938 | $378.0K | 0.01% | +205+2.1% | Added |
| CWC Advisors, LLC. | 9,798 | $373.1K | 0.17% | −490−4.8% | Reduced |
| Federated Hermes, Inc. | 9,794 | $373.0K | 0.00% | −282−2.8% | Reduced |
| Citizens Financial Group Inc | 9,586 | $368.2K | 0.00% | +9,586 | New |
| Aviso Wealth Management | 9,639 | $367.1K | 0.14% | +85+0.9% | Added |
| Tower Research Capital LLC (TRC) | 9,497 | $361.6K | 0.01% | +5,361+129.6% | Added |
| Compass Financial Management LLC | 9,381 | $357.2K | 0.04% | +9,381 | New |
| Brown Advisory Inc | 9,142 | $348.1K | 0.00% | −156−1.7% | Reduced |
| Taylor Hoffman Capital Management LLC | 9,027 | $343.7K | 0.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,960 | $343.7K | 0.01% | +2,539+39.5% | Added |
| Evolve Private Wealth, LLC | 8,918 | $342.6K | 0.02% | +8,918 | New |
| Diversified Trust Co | 8,905 | $339.1K | 0.01% | +8,905 | New |
| Bridgewater Associates, LP | 8,759 | $333.5K | 0.00% | −37,770−81.2% | Reduced |
| HM Payson & Co | 8,750 | $333.2K | 0.00% | −200−2.2% | Reduced |
| FCG Investment Co | 8,690 | $330.9K | 0.11% | +8,690 | New |
| Boston Family Office LLC | 8,600 | $327.0K | 0.02% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 8,438 | $321.3K | 0.02% | +8,438 | New |
| Inscription Capital, LLC | 8,432 | $321.1K | 0.03% | +1,299+18.2% | Added |
| Jackson Thornton Asset Management, LLC | 8,249 | $314.1K | 0.02% | +8,249 | New |
| Dorsey & Whitney Trust CO LLC | 8,141 | $310.0K | 0.02% | +76+0.9% | Added |
| Bayforest Capital Ltd | 8,109 | $308.8K | 0.29% | +8,109 | New |
| Kera Capital Partners, Inc. | 8,065 | $307.1K | 0.03% | +8,065 | New |
| Federation des caisses Desjardins du Quebec | 8,006 | $304.9K | 0.00% | +4,924+159.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,963 | $303.2K | 0.00% | +7,963 | New |
| Mission Wealth Management, LP | 7,904 | $301.0K | 0.00% | +7,904 | New |
| Savant Capital, LLC | 7,421 | $296.8K | 0.00% | +7,421 | New |
| AlphaCore Capital LLC | 7,531 | $289.3K | 0.01% | +7,531 | New |
| Caerus Investment Advisors, LLC | 7,443 | $283.4K | 0.10% | +7,443 | New |
| TD Private Client Wealth LLC | 7,263 | $276.6K | 0.01% | −10.0% | Reduced |
| Ronald Blue Trust, Inc. | 7,213 | $274.7K | 0.00% | +125+1.8% | Added |
| Keybank National Association | 7,113 | $270.9K | 0.00% | +593+9.1% | Added |
| Resources Investment Advisors, LLC. | 6,978 | $265.7K | 0.00% | +6,978 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,873 | $261.9K | 0.00% | +2,141+45.2% | Added |
| Park National Corp | 6,800 | $258.9K | 0.01% | −198−2.8% | Reduced |
| Allstate Corp | 6,800 | $258.9K | 0.00% | +6,800 | New |
| Truist Financial Corp | 6,789 | $258.5K | 0.00% | −569−7.7% | Reduced |
| Utah Retirement Systems | 6,719 | $255.9K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 6,665 | $253.8K | 0.00% | +6,665 | New |
| Blueshift Asset Management, LLC | 6,520 | $248.3K | 0.06% | −8,699−57.2% | Reduced |
| Everence Capital Management Inc | 6,506 | $248.0K | 0.01% | +6,506 | New |
| DnB Asset Management AS | 6,509 | $247.9K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,486 | $247.0K | 0.00% | 00.0% | Unchanged |
| MOKAN Wealth Management Inc. | 6,434 | $245.0K | 0.09% | +83+1.3% | Added |
| Silver Coast Investments LLC | 6,428 | $244.8K | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,422 | $244.6K | 0.01% | +6,422 | New |
| Applied Finance Capital Management, LLC | 6,350 | $241.8K | 0.02% | +6,350 | New |
| Atomi Financial Group, Inc. | 6,298 | $239.8K | 0.01% | +6,298 | New |
| Legato Capital Management LLC | 6,110 | $232.7K | 0.02% | +6,110 | New |
| Integrated Quantitative Investments LLC | 6,110 | $232.7K | 0.04% | +6,110 | New |
| Waldron Private Wealth LLC | 6,075 | $231.3K | 0.01% | +6,075 | New |
| Robertson Stephens Wealth Management, LLC | 5,999 | $231.0K | 0.01% | +5,999 | New |
| Glenmede Trust Co NA | 5,978 | $227.6K | 0.00% | +5,978 | New |
| JMN Financial LLC | 5,897 | $227.4K | 0.18% | +5,897 | New |
| Sentinus, LLC | 5,945 | $226.4K | 0.02% | +5,945 | New |
| United Capital Financial Advisers, LLC | 5,890 | $224.3K | 0.00% | −2,049−25.8% | Reduced |
| Harbour Investments, Inc. | 5,879 | $223.9K | 0.00% | −3,329−36.2% | Reduced |
| Coldstream Capital Management Inc | 5,828 | $221.9K | 0.00% | +5,828 | New |
| Wedmont Private Capital | 5,538 | $219.3K | 0.01% | +5,538 | New |
| Arnhold LLC | 5,600 | $213.2K | 0.01% | +5,600 | New |
| Bridgefront Capital, LLC | 5,591 | $212.9K | 0.06% | −5,517−49.7% | Reduced |
| Apollon Wealth Management, LLC | 5,564 | $211.9K | 0.00% | +5,564 | New |
| Optas, LLC | 5,558 | $211.6K | 0.03% | +5,558 | New |
| Parcion Private Wealth LLC | 5,544 | $211.1K | 0.01% | +5,544 | New |
| Eagle Harbor Asset Management Inc | 5,542 | $211.0K | 0.17% | +5,542 | New |
| Umb Bank N A | 5,537 | $210.8K | 0.00% | +594+12.0% | Added |
| Crestwood Advisors Group LLC | 5,501 | $209.5K | 0.00% | +5,501 | New |
| Sym Financial Corp | 5,401 | $205.7K | 0.02% | +5,401 | New |
| Cypress Point Wealth Management, LLC | 5,378 | $204.8K | 0.04% | +5,378 | New |
| EverSource Wealth Advisors, LLC | 5,358 | $204.0K | 0.01% | +1,996+59.4% | Added |
| CSS LLC | 5,179 | $197.2K | 0.01% | −7,980−60.6% | Reduced |
| Signaturefd, LLC | 5,063 | $192.8K | 0.00% | +1,912+60.7% | Added |
| Rockefeller Capital Management L.P. | 4,919 | $187.3K | 0.00% | +692+16.4% | Added |
| Smartleaf Asset Management LLC | 4,456 | $170.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 4,449 | $170.0K | 0.10% | +2,203+98.1% | Added |
| STRS Ohio | 4,459 | $169.8K | 0.00% | +1,463+48.8% | Added |
| State of Wyoming | 4,378 | $166.7K | 0.02% | −6,580−60.0% | Reduced |
| 1620 Investment Advisors, Inc. | 4,053 | $154.4K | 0.10% | −106−2.5% | Reduced |
| KBC Group NV | 3,929 | $150.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3,852 | $146.7K | 0.07% | +2,603+208.4% | Added |
| New Vernon Capital Holdings II LLC | 3,763 | $143.3K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,472 | $132.2K | 0.00% | +1,699+95.8% | Added |
| Sterling Capital Management LLC | 3,344 | $127.3K | 0.00% | −302−8.3% | Reduced |
| Parallel Advisors, LLC | 3,339 | $127.2K | 0.00% | +152+4.8% | Added |
| SBI Securities Co., Ltd. | 3,278 | $124.8K | 0.00% | +2,000+156.5% | Added |
| Global Retirement Partners, LLC | 2,929 | $111.5K | 0.00% | +2,929 | New |
| Armstrong Advisory Group, Inc | 2,566 | $97.7K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,400 | $91.4K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,315 | $88.2K | 0.00% | +1,139+96.9% | Added |
| Center for Financial Planning, Inc. | 2,303 | $87.7K | 0.01% | 00.0% | Unchanged |