H&R BLOCK INC (HRB) — Institutional Holders, Q2 2026 (page 6)
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 501 to 545. 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 501–545 of 545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Financial Management Professionals#501 · 42 sh | 42 | $1.6K | — | 0.0% |
| 502 | Barnes Dennig Private Wealth Management#502 · 39 sh | 39 | $1.5K | <0.01% | New |
| 503 | CoreCap Advisors#503 · 36 sh | 36 | $1.4K | — | -81.6% |
| 504 | Cornerstone Planning Group#504 · 33 sh | 33 | $1.3K | — | +230.0% |
| 505 | Principia Wealth Advisory#505 · 34 sh | 34 | $1.3K | <0.01% | +580.0% |
| 506 | Torren Management#506 · 33 sh | 33 | $1.3K | <0.01% | 0.0% |
| 507 | Fortitude Family Office#507 · 28 sh | 28 | $1.1K | — | 0.0% |
| 508 | Capital Advisors, Ltd.#508 · 17 sh | 17 | $1.0K | — | New |
| 509 | CKW FINANCIAL GROUP#509 · 19 sh | 19 | $1.0K | <0.01% | New |
| 510 | Synergy Investment Management#510 · 21 sh | 21 | $991.00 | <0.01% | New |
| 511 | Aventura Private Wealth#511 · 26 sh | 26 | $990.00 | <0.01% | 0.0% |
| 512 | Cromwell#512 · 24 sh | 24 | $924.00 | <0.01% | 0.0% |
| 513 | Sunrise Financial Services#513 · 23 sh | 23 | $876.00 | — | 0.0% |
| 514 | Dunhill Financial#514 · 23 sh | 23 | $875.00 | <0.01% | -11.5% |
| 515 | Transamerica Financial Advisors#515 · 20 sh | 20 | $779.00 | <0.01% | +17.6% |
| 516 | Rossby Financial, LCC#516 · 20 sh | 20 | $762.00 | <0.01% | -51.2% |
| 517 | Trifecta Capital Advisors#517 · 17 sh | 17 | $648.00 | — | New |
| 518 | Creative Capital Management Investments#518 · 17 sh | 17 | $647.00 | <0.01% | New |
| 519 | Asset Dedication#519 · 16 sh | 16 | $610.00 | 0.00% | 0.0% |
| 520 | Physician Wealth Advisors#520 · 16 sh | 16 | $610.00 | — | New |
| 521 | Planning Strategies#521 · 15 sh | 15 | $571.00 | — | — |
| 522 | Hughes Financial Services#522 · 13 sh | 13 | $495.00 | <0.01% | +116.7% |
| 523 | DiNuzzo Private Wealth#523 · 12 sh | 12 | $457.00 | — | 0.0% |
| 524 | MV CAPITAL MANAGEMENT#524 · 10 sh | 10 | $381.00 | 0.00% | -68.8% |
| 525 | CREATIVE FINANCIAL DESIGNS#525 · 10 sh | 10 | $381.00 | 0.00% | 0.0% |
| 526 | WEST PACES ADVISORS#526 · 9 sh | 9 | $343.00 | — | New |
| 527 | Quaker Wealth Management#527 · 7 sh | 7 | $267.00 | — | -22.2% |
| 528 | Cassaday & Wealth Management#528 · 7 sh | 7 | $267.00 | — | -91.2% |
| 529 | Mosley Wealth Management#529 · 7 sh | 7 | $267.00 | — | New |
| 530 | FIRST HORIZON NATIONAL#530 · 7 sh | 7 | $267.00 | — | 0.0% |
| 531 | Cordant#531 · 7 sh | 7 | $259.00 | <0.01% | New |
| 532 | Plante Moran Financial Advisors#532 · 6 sh | 6 | $228.00 | 0.00% | New |
| 533 | HFM Investment Advisors#533 · 5 sh | 5 | $191.00 | <0.01% | +400.0% |
| 534 | NBT BANK N A#534 · 5 sh | 5 | $190.00 | — | 0.0% |
| 535 | IFG Advisory#535 · 4 sh | 4 | $152.00 | 0.00% | New |
| 536 | James T. Borello RIA#536 · 4 sh | 4 | $152.00 | — | 0.0% |
| 537 | DecisionPoint Financial#537 · 3 sh | 3 | $119.00 | — | New |
| 538 | Bay Harbor Wealth Management#538 · 3 sh | 3 | $114.00 | 0.00% | -57.1% |
| 539 | Ritter Daniher Financial Advisory / DE#539 · 2 sh | 2 | $77.00 | 0.00% | 0.0% |
| 540 | MARYLAND CAPITAL ADVISORS#540 · 1 sh | 1 | $39.00 | — | — |
| 541 | RAFFA WEALTH MANAGEMENT#541 · 1 sh | 1 | $38.00 | 0.00% | 0.0% |
| 542 | Smallwood Wealth Investment Management#542 · 0 sh | 0 | $24.00 | 0.00% | New |
| 543 | Activest Wealth Management#543 · 0 sh | 0 | $0.00 | — | New |
| 544 | Navigoe#544 · 3 sh | 3 | $0.00 | 0.00% | New |
| 545 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#545 · 146,872 sh | 146,872 | — | — | -1.6% |
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.