H&R BLOCK INC (HRB) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Versant Capital Management#401 · 2,083 sh | 2,083 | $79.3K | — | -17.4% |
| 402 | Independence Bank of Kentucky#402 · 2,000 sh | 2,000 | $76.2K | — | 0.0% |
| 403 | Parkside Financial Bank#403 · 1,968 sh | 1,968 | $74.9K | — | +93.7% |
| 404 | True Wealth Design#404 · 1,959 sh | 1,959 | $74.6K | — | +194.6% |
| 405 | BARD ASSOCIATES#405 · 1,898 sh | 1,898 | $73.0K | 0.02% | +4.2% |
| 406 | HUNTINGTON NATIONAL BANK#406 · 1,874 sh | 1,874 | $71.4K | <0.01% | -7.8% |
| 407 | Measured Wealth Private Client Group#407 · 1,744 sh | 1,744 | $66.4K | 0.02% | -47.4% |
| 408 | Institute for Wealth Management#408 · 1,697 sh | 1,697 | $64.6K | <0.01% | New |
| 409 | Plato Investment Management Ltd#409 · 1,614 sh | 1,614 | $61.1K | <0.01% | New |
| 410 | Quarry#410 · 1,598 sh | 1,598 | $60.9K | <0.01% | New |
| 411 | Bogart Wealth#411 · 1,395 sh | 1,395 | $53.1K | <0.01% | +6.4% |
| 412 | NATIONAL BANK OF CANADA#412 · 1,241 sh | 1,241 | $47.2K | 0.00% | -15.9% |
| 413 | MEEDER ASSET MANAGEMENT#413 · 1,204 sh | 1,204 | $45.8K | <0.01% | New |
| 414 | Mirae Asset Global Investments , Ltd.#414 · 1,197 sh | 1,197 | $45.6K | <0.01% | +19.9% |
| 415 | High Point Wealth Management#415 · 1,168 sh | 1,168 | $44.5K | 0.04% | +1.4% |
| 416 | Corsicana#416 · 1,050 sh | 1,050 | $40.0K | 0.02% | 0.0% |
| 417 | ZRC WEALTH MANAGEMENT#417 · 1,040 sh | 1,040 | $39.6K | — | +34.5% |
| 418 | Clearstead Advisors#418 · 1,027 sh | 1,027 | $39.1K | <0.01% | +2467.5% |
| 419 | Employees Retirement System of Texas#419 · 1,000 sh | 1,000 | $38.0K | <0.01% | 0.0% |
| 420 | Steward Partners Investment Advisory#420 · 936 sh | 936 | $35.6K | <0.01% | -15.0% |
| 421 | MassMutual Private Wealth & , FSB#421 · 895 sh | 895 | $34.1K | — | +54.0% |
| 422 | Quent Capital#422 · 849 sh | 849 | $32.3K | <0.01% | +56.1% |
| 423 | QVIDTVM Management#423 · 844 sh | 844 | $32.1K | 0.04% | -96.4% |
| 424 | VALLEY NATIONAL ADVISERS#424 · 800 sh | 800 | $30.5K | — | 0.0% |
| 425 | SALEM INVESTMENT COUNSELORS#425 · 714 sh | 714 | $27.5K | — | New |
| 426 | Leonteq Securities AG#426 · 700 sh | 700 | $26.7K | <0.01% | -74.2% |
| 427 | Wilmington Savings Fund Society, FSB#427 · 700 sh | 700 | $26.7K | — | New |
| 428 | WPG Advisers#428 · 692 sh | 692 | $26.4K | — | -8.3% |
| 429 | Pinnacle Wealth Planning Services#429 · 671 sh | 671 | $25.6K | — | -1.3% |
| 430 | SHP Wealth Management#430 · 636 sh | 636 | $24.2K | <0.01% | +11.4% |
| 431 | Penserra Capital Management#431 · 641 sh | 641 | $24.0K | <0.01% | -9.8% |
| 432 | Owl Creek Wealth Partners#432 · 624 sh | 624 | $23.8K | — | -15.0% |
| 433 | WealthCollab#433 · 613 sh | 613 | $23.3K | <0.01% | +159.7% |
| 434 | Salomon & Ludwin#434 · 590 sh | 590 | $23.2K | <0.01% | 0.0% |
| 435 | IFP Advisors#435 · 604 sh | 604 | $23.0K | — | -49.2% |
| 436 | CENTRAL#436 · 603 sh | 603 | $23.0K | <0.01% | +1240.0% |
| 437 | ATWOOD & PALMER#437 · 570 sh | 570 | $21.7K | — | 0.0% |
| 438 | BESSEMER GROUP#438 · 558 sh | 558 | $21.0K | 0.00% | +28.6% |
| 439 | MATHER GROUP#439 · 531 sh | 531 | $20.2K | — | 0.0% |
| 440 | Fulcrum Asset Management LLP#440 · 502 sh | 502 | $19.2K | <0.01% | New |
| 441 | Newbridge Financial Services Group#441 · 500 sh | 500 | $19.0K | — | 0.0% |
| 442 | Tanglewood Legacy Advisors#442 · 500 sh | 500 | $19.0K | <0.01% | 0.0% |
| 443 | Nemes Rush Group#443 · 500 sh | 500 | $19.0K | <0.01% | New |
| 444 | Kemnay Advisory Services#444 · 480 sh | 480 | $18.3K | <0.01% | New |
| 445 | NOMURA ASSET MANAGEMENT LTD#445 · 410 sh | 410 | $15.6K | 0.00% | -81.4% |
| 446 | Manchester Capital Management#446 · 403 sh | 403 | $15.3K | — | +7960.0% |
| 447 | EASTERN BANK#447 · 400 sh | 400 | $15.2K | — | 0.0% |
| 448 | GHP Investment Advisors#448 · 392 sh | 392 | $14.9K | — | +1.3% |
| 449 | Harbor Asset Planning#449 · 379 sh | 379 | $14.4K | — | 0.0% |
| 450 | SJS Investment Consulting#450 · 374 sh | 374 | $14.2K | — | +281.6% |
| 451 | Basecamp Wealth Advisors#451 · 359 sh | 359 | $13.7K | <0.01% | +70.1% |
| 452 | Cherry Tree Wealth Management#452 · 358 sh | 358 | $13.6K | — | 0.0% |
| 453 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#453 · 357 sh | 357 | $13.6K | <0.01% | +72.5% |
| 454 | Spire Wealth Management#454 · 314 sh | 314 | $12.0K | <0.01% | 0.0% |
| 455 | Oakmont Advisory Group#455 · 309 sh | 309 | $11.8K | <0.01% | New |
| 456 | Bell Investment Advisors#456 · 302 sh | 302 | $11.5K | <0.01% | +30.2% |
| 457 | Private Wealth Asset Management#457 · 300 sh | 300 | $11.4K | <0.01% | -42.9% |
| 458 | Continuum Advisory#458 · 292 sh | 292 | $11.1K | <0.01% | New |
| 459 | Pacific Center for Financial Services#459 · 280 sh | 280 | $10.7K | — | 0.0% |
| 460 | HIGHLINE WEALTH PARTNERS#460 · 271 sh | 271 | $10.3K | — | 0.0% |
| 461 | TSFG#461 · 263 sh | 263 | $10.0K | — | +1.5% |
| 462 | AdvisorNet Financial#462 · 228 sh | 228 | $8.7K | — | +1.8% |
| 463 | LRI Investments#463 · 216 sh | 216 | $8.2K | <0.01% | +51.0% |
| 464 | Basepoint Wealth#464 · 211 sh | 211 | $8.0K | <0.01% | +1.4% |
| 465 | SITTNER & NELSON#465 · 200 sh | 200 | $7.6K | <0.01% | 0.0% |
| 466 | Abound Wealth Management#466 · 200 sh | 200 | $7.6K | — | 0.0% |
| 467 | Wealth Enhancement Services#467 · 193 sh | 193 | $7.3K | — | New |
| 468 | Dogwood Wealth Management#468 · 180 sh | 180 | $6.9K | <0.01% | +153.5% |
| 469 | North Star Investment Management#469 · 178 sh | 178 | $6.8K | — | -91.0% |
| 470 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#470 · 165 sh | 165 | $6.5K | <0.01% | -97.6% |
| 471 | Wilkerson Advisory Group#471 · 167 sh | 167 | $6.4K | — | 0.0% |
| 472 | Sachetta#472 · 142 sh | 142 | $5.4K | <0.01% | -4.1% |
| 473 | Centennial Bank#473 · 140 sh | 140 | $5.3K | <0.01% | 0.0% |
| 474 | Keating Financial Advisory Services#474 · 139 sh | 139 | $5.3K | <0.01% | +19.8% |
| 475 | Geneos Wealth Management#475 · 133 sh | 133 | $5.1K | <0.01% | 0.0% |
| 476 | McMillan Office#476 · 130 sh | 130 | $5.0K | <0.01% | 0.0% |
| 477 | FARMERS & MERCHANTS INVESTMENTS#477 · 125 sh | 125 | $4.8K | — | 0.0% |
| 478 | Cedar Mountain Advisors#478 · 121 sh | 121 | $4.6K | — | 0.0% |
| 479 | High Note Wealth#479 · 118 sh | 118 | $4.5K | <0.01% | +14.6% |
| 480 | Grove Bank#480 · 113 sh | 113 | $4.3K | — | 0.0% |
| 481 | Avion Wealth#481 · 124 sh | 124 | $4.0K | <0.01% | +117.5% |
| 482 | Darwin Wealth Management#482 · 94 sh | 94 | $3.6K | <0.01% | +2.2% |
| 483 | ASSETMARK#483 · 88 sh | 88 | $3.4K | — | -56.2% |
| 484 | ACTION POINT FINANCIAL PLANNING#484 · 85 sh | 85 | $3.2K | <0.01% | New |
| 485 | Bare Financial Services#485 · 82 sh | 82 | $3.1K | <0.01% | +110.3% |
| 486 | JFS WEALTH ADVISORS#486 · 81 sh | 81 | $3.1K | <0.01% | -1.2% |
| 487 | CVA Family Office#487 · 76 sh | 76 | $2.9K | <0.01% | 0.0% |
| 488 | Mitsubishi UFJ Asset Management , Ltd.#488 · 75 sh | 75 | $2.9K | 0.00% | -88.5% |
| 489 | Cornerstone Financial Management#489 · 73 sh | 73 | $2.8K | <0.01% | +247.6% |
| 490 | RICHARDSON FINANCIAL SERVICES#490 · 70 sh | 70 | $2.7K | <0.01% | New |
| 491 | JPL Wealth Management#491 · 67 sh | 67 | $2.6K | <0.01% | +76.3% |
| 492 | Blume Capital Management#492 · 66 sh | 66 | $2.5K | — | 0.0% |
| 493 | Kilter Group#493 · 64 sh | 64 | $2.4K | <0.01% | -1.5% |
| 494 | SouthState Bank#494 · 64 sh | 64 | $2.4K | <0.01% | -72.4% |
| 495 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#495 · 53 sh | 53 | $2.0K | 0.00% | 0.0% |
| 496 | Strategic Investment Solutions#496 · 52 sh | 52 | $2.0K | <0.01% | 0.0% |
| 497 | Prestige Wealth Management Group#497 · 51 sh | 51 | $2.0K | <0.01% | New |
| 498 | Silver Grove Financial Group#498 · 48 sh | 48 | $1.8K | <0.01% | New |
| 499 | Rialto Wealth Management#499 · 46 sh | 46 | $1.8K | <0.01% | New |
| 500 | AMERIFLEX GROUP#500 · 46 sh | 46 | $1.8K | <0.01% | New |
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.