H&R BLOCK INC (HRB) — Institutional Holders, Q2 2026 (page 4)
545 institutional investment managers reported a HRB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HRB 13F holders ranked 301–400 of 545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | West Family Investments#301 · 10,929 sh | 10,929 | $416.2K | 0.12% | New |
| 302 | Nykredit A/S#302 · 10,685 sh | 10,685 | $406.9K | <0.01% | — |
| 303 | NATIXIS ADVISORS#303 · 10,472 sh | 10,472 | $398.0K | <0.01% | New |
| 304 | Baker Avenue Asset Management#304 · 10,354 sh | 10,354 | $394.3K | <0.01% | New |
| 305 | HighTower Advisors#305 · 10,350 sh | 10,350 | $394.1K | <0.01% | -50.6% |
| 306 | SECURIAN ASSET MANAGEMENT#306 · 9,343 sh | 9,343 | $393.2K | 0.01% | 0.0% |
| 307 | Waverly Advisors#307 · 10,223 sh | 10,223 | $389.3K | <0.01% | New |
| 308 | BANK OF NOVA SCOTIA#308 · 10,114 sh | 10,114 | $385.1K | <0.01% | -24.4% |
| 309 | SYON CAPITAL#309 · 10,034 sh | 10,034 | $382.1K | 0.02% | New |
| 310 | Arkadios Wealth Advisors#310 · 9,997 sh | 9,997 | $380.7K | <0.01% | New |
| 311 | CX Institutional#311 · 9,938 sh | 9,938 | $378.0K | — | +2.1% |
| 312 | CWC Advisors#312 · 9,798 sh | 9,798 | $373.1K | — | -4.8% |
| 313 | FEDERATED HERMES#313 · 9,794 sh | 9,794 | $373.0K | <0.01% | -2.8% |
| 314 | CITIZENS FINANCIAL GROUP#314 · 9,586 sh | 9,586 | $368.2K | — | New |
| 315 | AVISO WEALTH MANAGEMENT#315 · 9,639 sh | 9,639 | $367.1K | 0.13% | +0.9% |
| 316 | Tower Research Capital (TRC)#316 · 9,497 sh | 9,497 | $361.6K | <0.01% | +129.6% |
| 317 | COMPASS FINANCIAL MANAGEMENT#317 · 9,381 sh | 9,381 | $357.2K | 0.04% | — |
| 318 | BROWN ADVISORY#318 · 9,142 sh | 9,142 | $348.1K | <0.01% | -1.7% |
| 319 | Taylor Hoffman Capital Management#319 · 9,027 sh | 9,027 | $343.7K | 0.08% | 0.0% |
| 320 | EVERGREEN CAPITAL MANAGEMENT#320 · 8,960 sh | 8,960 | $343.7K | — | +39.5% |
| 321 | EVOLVE PRIVATE WEALTH#321 · 8,918 sh | 8,918 | $342.6K | 0.02% | New |
| 322 | Diversified#322 · 8,905 sh | 8,905 | $339.1K | <0.01% | New |
| 323 | Bridgewater Associates#323 · 8,759 sh | 8,759 | $333.5K | <0.01% | -81.2% |
| 324 | HM PAYSON#324 · 8,750 sh | 8,750 | $333.2K | <0.01% | -2.2% |
| 325 | FCG Investment#325 · 8,690 sh | 8,690 | $330.9K | — | New |
| 326 | BOSTON FAMILY OFFICE#326 · 8,600 sh | 8,600 | $327.0K | 0.02% | 0.0% |
| 327 | WADDELL & ASSOCIATES#327 · 8,438 sh | 8,438 | $321.3K | 0.02% | New |
| 328 | Inscription Capital#328 · 8,432 sh | 8,432 | $321.1K | 0.03% | +18.2% |
| 329 | JACKSON THORNTON WEALTH MANAGEMENT#329 · 8,249 sh | 8,249 | $314.1K | 0.02% | New |
| 330 | Dorsey & Whitney#330 · 8,141 sh | 8,141 | $310.0K | 0.02% | +0.9% |
| 331 | Bayforest Capital Ltd#331 · 8,109 sh | 8,109 | $308.8K | 0.29% | New |
| 332 | Kera Capital Partners#332 · 8,065 sh | 8,065 | $307.1K | 0.03% | New |
| 333 | Federation des caisses Desjardins du Quebec#333 · 8,006 sh | 8,006 | $304.9K | <0.01% | +159.8% |
| 334 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#334 · 7,963 sh | 7,963 | $303.2K | — | New |
| 335 | MISSION WEALTH MANAGEMENT#335 · 7,904 sh | 7,904 | $301.0K | — | New |
| 336 | Savant Capital#336 · 7,421 sh | 7,421 | $296.8K | <0.01% | New |
| 337 | AlphaCore Capital#337 · 7,531 sh | 7,531 | $289.3K | <0.01% | New |
| 338 | Caerus Investment Advisors#338 · 7,443 sh | 7,443 | $283.4K | 0.09% | New |
| 339 | TD PRIVATE CLIENT WEALTH#339 · 7,263 sh | 7,263 | $276.6K | <0.01% | 0.0% |
| 340 | Ronald Blue#340 · 7,213 sh | 7,213 | $274.7K | — | +1.8% |
| 341 | KEYBANK NATIONAL ASSOCIATION#341 · 7,113 sh | 7,113 | $270.9K | <0.01% | +9.1% |
| 342 | OneDigital Investment Advisors#342 · 6,978 sh | 6,978 | $265.7K | <0.01% | New |
| 343 | MIRAE ASSET GLOBAL ETFS Ltd.#343 · 6,873 sh | 6,873 | $261.9K | <0.01% | +45.2% |
| 344 | PARK NATIONAL#344 · 6,800 sh | 6,800 | $258.9K | — | -2.8% |
| 345 | ALLSTATE#345 · 6,800 sh | 6,800 | $258.9K | <0.01% | New |
| 346 | TRUIST FINANCIAL#346 · 6,789 sh | 6,789 | $258.5K | <0.01% | -7.7% |
| 347 | Utah Retirement Systems#347 · 6,719 sh | 6,719 | $255.9K | <0.01% | 0.0% |
| 348 | TCG Advisory Services#348 · 6,665 sh | 6,665 | $253.8K | <0.01% | New |
| 349 | Blueshift Asset Management#349 · 6,520 sh | 6,520 | $248.3K | 0.06% | -57.2% |
| 350 | PRAXIS INVESTMENT MANAGEMENT#350 · 6,506 sh | 6,506 | $248.0K | 0.01% | New |
| 351 | DnB Asset Management AS#351 · 6,509 sh | 6,509 | $247.9K | <0.01% | 0.0% |
| 352 | Maryland State Retirement & Pension System#352 · 6,486 sh | 6,486 | $247.0K | <0.01% | 0.0% |
| 353 | MOKAN Wealth Management#353 · 6,434 sh | 6,434 | $245.0K | 0.09% | +1.3% |
| 354 | Silver Coast Investments#354 · 6,428 sh | 6,428 | $244.8K | 0.07% | 0.0% |
| 355 | Proficio Capital Partners#355 · 6,422 sh | 6,422 | $244.6K | <0.01% | New |
| 356 | Applied Finance Capital Management#356 · 6,350 sh | 6,350 | $241.8K | 0.02% | New |
| 357 | Compound Planning#357 · 6,298 sh | 6,298 | $239.8K | <0.01% | New |
| 358 | Legato Capital Management#358 · 6,110 sh | 6,110 | $232.7K | 0.02% | New |
| 359 | Integrated Quantitative Investments#359 · 6,110 sh | 6,110 | $232.7K | 0.04% | New |
| 360 | Waldron Private Wealth#360 · 6,075 sh | 6,075 | $231.3K | <0.01% | New |
| 361 | Robertson Stephens Wealth Management#361 · 5,999 sh | 5,999 | $231.0K | — | New |
| 362 | GLENMEDE NA#362 · 5,978 sh | 5,978 | $227.6K | <0.01% | New |
| 363 | JMN Financial#363 · 5,897 sh | 5,897 | $227.4K | 0.18% | New |
| 364 | Sentinus#364 · 5,945 sh | 5,945 | $226.4K | 0.02% | New |
| 365 | UNITED CAPITAL FINANCIAL ADVISORS#365 · 5,890 sh | 5,890 | $224.3K | <0.01% | -25.8% |
| 366 | HARBOUR INVESTMENTS#366 · 5,879 sh | 5,879 | $223.9K | <0.01% | -36.2% |
| 367 | COLDSTREAM CAPITAL MANAGEMENT#367 · 5,828 sh | 5,828 | $221.9K | <0.01% | New |
| 368 | Wedmont Private Capital#368 · 5,538 sh | 5,538 | $219.3K | — | New |
| 369 | Arnhold#369 · 5,600 sh | 5,600 | $213.2K | — | New |
| 370 | Bridgefront Capital#370 · 5,591 sh | 5,591 | $212.9K | 0.06% | -49.7% |
| 371 | Apollon Wealth Management#371 · 5,564 sh | 5,564 | $211.9K | — | New |
| 372 | Optas#372 · 5,558 sh | 5,558 | $211.6K | 0.03% | New |
| 373 | Parcion Private Wealth#373 · 5,544 sh | 5,544 | $211.1K | 0.01% | New |
| 374 | EAGLE HARBOR ASSET MANAGEMENT#374 · 5,542 sh | 5,542 | $211.0K | — | New |
| 375 | UMB Bank, n.a.#375 · 5,537 sh | 5,537 | $210.8K | <0.01% | +12.0% |
| 376 | Crestwood Advisors Group#376 · 5,501 sh | 5,501 | $209.5K | — | New |
| 377 | SYM FINANCIAL#377 · 5,401 sh | 5,401 | $205.7K | — | New |
| 378 | Cypress Point Wealth Management#378 · 5,378 sh | 5,378 | $204.8K | 0.04% | New |
| 379 | EverSource Wealth Advisors#379 · 5,358 sh | 5,358 | $204.0K | <0.01% | +120.2% |
| 380 | CSS#380 · 5,179 sh | 5,179 | $197.2K | <0.01% | -60.6% |
| 381 | SIGNATUREFD#381 · 5,063 sh | 5,063 | $192.8K | — | +60.7% |
| 382 | Rockefeller Capital Management L.P.#382 · 4,919 sh | 4,919 | $187.3K | <0.01% | +16.4% |
| 383 | Smartleaf Asset Management#383 · 4,456 sh | 4,456 | $170.3K | <0.01% | 0.0% |
| 384 | Covestor Ltd#384 · 4,449 sh | 4,449 | $170.0K | 0.10% | +98.1% |
| 385 | STRS OHIO#385 · 4,459 sh | 4,459 | $169.8K | <0.01% | +48.8% |
| 386 | State of Wyoming#386 · 4,378 sh | 4,378 | $166.7K | 0.02% | -60.0% |
| 387 | 1620 INVESTMENT ADVISORS#387 · 4,053 sh | 4,053 | $154.4K | 0.10% | -2.5% |
| 388 | KBC Group NV#388 · 3,929 sh | 3,929 | $150.0K | — | 0.0% |
| 389 | Essential Partners#389 · 3,852 sh | 3,852 | $146.7K | — | +208.4% |
| 390 | New Vernon Capital II#390 · 3,763 sh | 3,763 | $143.3K | 0.08% | 0.0% |
| 391 | Larson Financial Group#391 · 3,472 sh | 3,472 | $132.2K | <0.01% | +95.8% |
| 392 | Sterling Capital Management#392 · 3,344 sh | 3,344 | $127.3K | — | -8.3% |
| 393 | Parallel Advisors#393 · 3,339 sh | 3,339 | $127.2K | <0.01% | +4.8% |
| 394 | SBI Securities , Ltd.#394 · 3,278 sh | 3,278 | $124.8K | — | +156.5% |
| 395 | Global Retirement Partners#395 · 2,929 sh | 2,929 | $111.5K | <0.01% | — |
| 396 | ARMSTRONG ADVISORY GROUP#396 · 2,566 sh | 2,566 | $97.7K | — | 0.0% |
| 397 | Medallion Wealth Advisors#397 · 2,400 sh | 2,400 | $91.4K | 0.03% | 0.0% |
| 398 | GAMMA Investing#398 · 2,315 sh | 2,315 | $88.2K | — | +96.9% |
| 399 | Center for Financial Planning#399 · 2,303 sh | 2,303 | $87.7K | — | 0.0% |
| 400 | Eurizon Capital SGR S.p.A.#400 · 2,084 sh | 2,084 | $79.7K | <0.01% | -31.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.