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 |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 46 | $1.75K | 0.00% | +46 | New |
| Financial Management Professionals, Inc. | 42 | $1.62K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 39 | $1.49K | 0.00% | +39 | New |
| CoreCap Advisors, LLC | 36 | $1.37K | 0.00% | −160−81.6% | Reduced |
| Cornerstone Planning Group LLC | 33 | $1.30K | 0.00% | +23+230.0% | Added |
| Principia Wealth Advisory, LLC | 34 | $1.29K | 0.00% | +29+580.0% | Added |
| Torren Management, LLC | 33 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $1.07K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 15 | $1.00K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +17 | New |
| CKW Financial Group | 19 | $1.00K | 0.00% | +19 | New |
| Synergy Investment Management, LLC | 21 | $991 | 0.00% | +21 | New |
| Aventura Private Wealth, LLC | 26 | $990 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $924 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 23 | $876 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $875 | 0.00% | −3−11.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 20 | $779 | 0.00% | +3+17.6% | Added |
| Rossby Financial, LCC | 20 | $762 | 0.00% | −21−51.2% | Reduced |
| Trifecta Capital Advisors, LLC | 17 | $648 | 0.00% | +17 | New |
| Creative Capital Management Investments LLC | 17 | $647 | 0.00% | +17 | New |
| Asset Dedication, LLC | 16 | $610 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $610 | 0.00% | +16 | New |
| Planning Strategies Inc. | 15 | $571 | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 13 | $495 | 0.00% | +7+116.7% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $457 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $381 | 0.00% | −22−68.8% | Reduced |
| Creative Financial Designs Inc | 10 | $381 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $343 | 0.00% | +9 | New |
| Cassaday & Co Wealth Management LLC | 7 | $267 | 0.00% | −73−91.3% | Reduced |
| Quaker Wealth Management, LLC | 7 | $267 | 0.00% | −2−22.2% | Reduced |
| First Horizon Corp | 7 | $267 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 7 | $267 | 0.00% | +7 | New |
| Cordant, Inc. | 7 | $259 | 0.00% | +7 | New |
| Plante Moran Financial Advisors, LLC | 6 | $228 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 5 | $191 | 0.00% | +4+400.0% | Added |
| NBT Bank N A | 5 | $190 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4 | $152 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 3 | $119 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $114 | 0.00% | −4−57.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $39 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 0 | $24 | 0.00% | 0 | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| 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 |