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 |
|---|---|---|---|---|---|
| Eurizon Capital SGR S.p.A. | 2,084 | $79.7K | 0.00% | −962−31.6% | Reduced |
| Versant Capital Management, Inc | 2,083 | $79.3K | 0.01% | −438−17.4% | Reduced |
| Independence Bank of Kentucky | 2,000 | $76.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,959 | $74.6K | 0.02% | +1,294+194.6% | Added |
| Bard Associates Inc | 1,898 | $73.0K | 0.02% | +76+4.2% | Added |
| Huntington National Bank | 1,874 | $71.4K | 0.00% | −158−7.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,744 | $66.4K | 0.02% | −1,572−47.4% | Reduced |
| Institute for Wealth Management, LLC. | 1,697 | $64.6K | 0.01% | +1,697 | New |
| Plato Investment Management Ltd | 1,614 | $61.1K | 0.00% | +1,614 | New |
| Quarry LP | 1,598 | $60.9K | 0.01% | +1,598 | New |
| Bogart Wealth, LLC | 1,395 | $53.1K | 0.00% | +84+6.4% | Added |
| National Bank of Canada | 1,241 | $47.2K | 0.00% | −234−15.9% | Reduced |
| Meeder Asset Management Inc | 1,204 | $45.8K | 0.00% | +1,204 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,197 | $45.6K | 0.00% | +199+19.9% | Added |
| High Point Wealth Management, LLC | 1,168 | $44.5K | 0.04% | +16+1.4% | Added |
| Corsicana & Co. | 1,050 | $40.0K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,040 | $39.6K | 0.01% | +267+34.5% | Added |
| Clearstead Advisors, LLC | 1,027 | $39.1K | 0.00% | +987+2,467.5% | Added |
| Employees Retirement System of Texas | 1,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 984 | $37.5K | 0.00% | −32−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 936 | $35.6K | 0.00% | −165−15.0% | Reduced |
| Massmutual Trust Co FSB | 895 | $34.1K | 0.00% | +314+54.0% | Added |
| Quent Capital, LLC | 849 | $32.3K | 0.00% | +305+56.1% | Added |
| QVIDTVM Management LLC | 844 | $32.1K | 0.04% | −22,411−96.4% | Reduced |
| Valley National Advisers Inc | 800 | $30.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 714 | $27.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 700 | $26.7K | 0.00% | −2,018−74.2% | Reduced |
| Bryn Mawr Trust Co | 700 | $26.7K | 0.00% | +700 | New |
| WPG Advisers, LLC | 692 | $26.4K | 0.02% | −63−8.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 671 | $25.6K | 0.00% | −9−1.3% | Reduced |
| SHP Wealth Management | 636 | $24.2K | 0.00% | +65+11.4% | Added |
| Penserra Capital Management LLC | 641 | $24.0K | 0.00% | −70−9.8% | Reduced |
| Owl Creek Wealth Partners LLC | 624 | $23.8K | 0.01% | −110−15.0% | Reduced |
| WealthCollab, LLC | 613 | $23.3K | 0.01% | +377+159.7% | Added |
| Salomon & Ludwin, LLC | 590 | $23.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 604 | $23.0K | 0.00% | −585−49.2% | Reduced |
| Central Trust Co | 603 | $23.0K | 0.00% | +558+1,240.0% | Added |
| Atwood & Palmer Inc | 570 | $21.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 558 | $21.0K | 0.00% | +124+28.6% | Added |
| Mather Group, LLC. | 531 | $20.2K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 502 | $19.2K | 0.00% | +502 | New |
| Newbridge Financial Services Group, Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 500 | $19.0K | 0.00% | +500 | New |
| Kemnay Advisory Services Inc. | 480 | $18.3K | 0.00% | +480 | New |
| Nomura Asset Management Co Ltd | 410 | $15.6K | 0.00% | −1,800−81.4% | Reduced |
| Manchester Capital Management LLC | 403 | $15.3K | 0.00% | +398+7,960.0% | Added |
| Eastern Bank | 400 | $15.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 392 | $14.9K | 0.00% | +5+1.3% | Added |
| Harbor Asset Planning, Inc. | 379 | $14.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 374 | $14.2K | 0.00% | +276+281.6% | Added |
| Basecamp Wealth Advisors LLC | 359 | $13.7K | 0.00% | +148+70.1% | Added |
| Cherry Tree Wealth Management, LLC | 358 | $13.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 357 | $13.6K | 0.00% | +150+72.5% | Added |
| Spire Wealth Management | 314 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 309 | $11.8K | 0.01% | +309 | New |
| Bell Investment Advisors, Inc | 302 | $11.5K | 0.00% | +70+30.2% | Added |
| Private Wealth Asset Management, LLC | 300 | $11.4K | 0.00% | −225−42.9% | Reduced |
| Continuum Advisory, LLC | 292 | $11.1K | 0.00% | +292 | New |
| Pacific Center for Financial Services | 280 | $10.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 271 | $10.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 263 | $10.0K | 0.00% | +4+1.5% | Added |
| AdvisorNet Financial, Inc | 228 | $8.68K | 0.00% | +4+1.8% | Added |
| LRI Investments, LLC | 216 | $8.23K | 0.00% | +73+51.0% | Added |
| Basepoint Wealth LLC | 211 | $8.02K | 0.00% | +3+1.4% | Added |
| Sittner & Nelson, LLC | 200 | $7.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $7.62K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 193 | $7.35K | 0.00% | +193 | New |
| Dogwood Wealth Management LLC | 180 | $6.85K | 0.00% | +109+153.5% | Added |
| North Star Investment Management Corp. | 178 | $6.80K | 0.00% | −1,808−91.0% | Reduced |
| International Assets Investment Management, LLC | 165 | $6.49K | 0.00% | −6,810−97.6% | Reduced |
| Wilkerson Advisory Group LLC | 167 | $6.36K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 142 | $5.41K | 0.00% | −6−4.1% | Reduced |
| Centennial Bank | 140 | $5.33K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 139 | $5.29K | 0.00% | +23+19.8% | Added |
| Geneos Wealth Management Inc. | 133 | $5.07K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 130 | $4.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $4.76K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 121 | $4.61K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 118 | $4.49K | 0.00% | +15+14.6% | Added |
| Grove Bank & Trust | 113 | $4.30K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 124 | $4.00K | 0.00% | +67+117.5% | Added |
| Darwin Advisors, LLC | 94 | $3.60K | 0.00% | +2+2.2% | Added |
| Assetmark, Inc | 88 | $3.35K | 0.00% | −113−56.2% | Reduced |
| Action Point Financial Planning, LLC | 85 | $3.20K | 0.00% | +85 | New |
| Bare Financial Services, Inc | 82 | $3.12K | 0.00% | +43+110.3% | Added |
| JFS Wealth Advisors, LLC | 81 | $3.08K | 0.00% | −1−1.2% | Reduced |
| CVA Family Office, LLC | 76 | $2.89K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $2.86K | 0.00% | −580−88.5% | Reduced |
| Cornerstone Financial Management LLC | 73 | $2.78K | 0.00% | +52+247.6% | Added |
| Richardson Financial Services Inc. | 70 | $2.67K | 0.00% | +70 | New |
| JPL Wealth Management, LLC | 67 | $2.55K | 0.00% | +29+76.3% | Added |
| Blume Capital Management, Inc. | 66 | $2.51K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 64 | $2.44K | 0.00% | −168−72.4% | Reduced |
| Kilter Group LLC | 64 | $2.44K | 0.00% | −1−1.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $2.02K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 52 | $1.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $1.96K | 0.00% | +51 | New |
| Silver Grove Financial Group, Inc. | 48 | $1.83K | 0.00% | +48 | New |
| Rialto Wealth Management, LLC | 46 | $1.75K | 0.00% | +46 | New |