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Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in H&R Block Inc as of Dec 31, 2024. 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
552
+16 vs. Q3 2024
Shares held
126.4M
+2.10M (+1.7%) vs. Q3 2024
Total value
$6.68B
−$1.22B (−15.5%) vs. Q3 2024
New holders
83
212 more added
Sold out
67
168 more reduced

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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.

Institutional holdersQ4 2024: 552 institutions
Q1 2021: 377 institutionsQ2 2021: 393 institutionsQ3 2021: 398 institutionsQ4 2021: 391 institutionsQ1 2022: 388 institutionsQ2 2022: 437 institutionsQ3 2022: 461 institutionsQ4 2022: 455 institutionsQ1 2023: 425 institutionsQ2 2023: 399 institutionsQ3 2023: 413 institutionsQ4 2023: 469 institutionsQ1 2024: 480 institutionsQ2 2024: 498 institutionsQ3 2024: 544 institutionsQ4 2024: 552 institutionsQ1 2025: 564 institutionsQ2 2025: 563 institutionsQ3 2025: 544 institutionsQ4 2025: 508 institutionsQ1 2026: 490 institutionsQ2 2026: 544 institutions
Value heldQ4 2024: $6.68B
Q1 2021: $3.37BQ2 2021: $3.59BQ3 2021: $3.74BQ4 2021: $3.39BQ1 2022: $3.63BQ2 2022: $4.93BQ3 2022: $5.87BQ4 2022: $5.24BQ1 2023: $5.07BQ2 2023: $4.32BQ3 2023: $5.72BQ4 2023: $6.11BQ1 2024: $6.29BQ2 2024: $6.85BQ3 2024: $7.92BQ4 2024: $6.68BQ1 2025: $7.00BQ2 2025: $6.79BQ3 2025: $5.93BQ4 2025: $5.12BQ1 2026: $3.86BQ2 2026: $4.87B
Institutions holding HRB and their total value by quarter
QuarterHoldersValue
Q2 2026544$4.87B
Q1 2026490$3.86B
Q4 2025508$5.12B
Q3 2025544$5.93B
Q2 2025563$6.79B
Q1 2025564$7.00B
Q4 2024552$6.68B
Q3 2024544$7.92B
Q2 2024498$6.85B
Q1 2024480$6.29B
Q4 2023469$6.11B
Q3 2023413$5.72B
Q2 2023399$4.32B
Q1 2023425$5.07B
Q4 2022455$5.24B
Q3 2022461$5.87B
Q2 2022437$4.93B
Q1 2022388$3.63B
Q4 2021391$3.39B
Q3 2021398$3.74B
Q2 2021393$3.59B
Q1 2021377$3.37B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q3 2024.

Institutions holding HRB in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
REAP Financial Group, LLC1$460.00%+1New
Bellwether Advisors, LLC1$530.00%+1New
Golden State Wealth Management, LLC1$580.00%+1New
Semmax Financial Advisors Inc.1$660.00%−31−96.9%Reduced
CoreCap Advisors, LLC4$2110.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$2640.00%+5New
WealthTrak Capital Management LLC5$2650.00%+5New
ORG Partners LLC6$3440.00%00.0%Unchanged
First Horizon Advisors, Inc.7$3700.00%00.0%Unchanged
Global Financial Private Client, LLC7$3700.00%+7New
Clearstead Advisors, LLC8$3970.00%+8New
West Branch Capital LLC8$4230.00%00.0%Unchanged
WR Wealth Planners, LLC9$4760.00%−278−96.9%Reduced
Cornerstone Planning Group LLC10$5440.00%00.0%Unchanged
State of Wyoming11$5810.00%+2+22.2%Added
Sachetta, LLC13$6880.00%+7+116.7%Added
NBC Securities, Inc.15$8030.07%+15New
Bruce G. Allen Investments, LLC18$9510.00%00.0%Unchanged
Picton Mahoney Asset Management18$1.00K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.20$1.06K0.00%00.0%Unchanged
Larson Financial Group LLC21$1.11K0.00%+21New
True Wealth Design, LLC26$1.37K0.00%−709−96.5%Reduced
SJS Investment Consulting Inc.27$1.43K0.00%−4−12.9%Reduced
Tucker Asset Management LLC27$1.43K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.27$1.43K0.00%00.0%Unchanged
Hexagon Capital Partners LLC29$1.53K0.00%+29New
CVA Family Office, LLC41$2.17K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$2.22K0.00%00.0%Unchanged
Aventura Private Wealth, LLC50$2.64K0.00%+50New
Strategic Investment Solutions, Inc.52$2.75K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC53$2.80K0.00%00.0%Unchanged
Hemington Wealth Management75$3.00K0.00%+26+53.1%Added
Farmers & Merchants Investments Inc57$3.01K0.00%00.0%Unchanged
Grove Bank & Trust58$3.06K0.00%+58New
McIlrath & Eck, LLC60$3.17K0.00%00.0%Unchanged
Logan Capital Management Inc64$3.38K0.00%+64New
Horizon Investments, LLC67$3.54K0.00%−23−25.6%Reduced
Clean Yield Group69$3.65K0.00%−9−11.5%Reduced
Annis Gardner Whiting Capital Advisors, LLC70$3.72K0.00%+25+55.6%Added
Altshuler Shaham Ltd71$3.75K0.00%+13+22.4%Added
Fortitude Family Office, LLC73$3.86K0.00%+21+40.4%Added
Laurel Wealth Advisors LLC75$3.96K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.75$4.04K0.00%00.0%Unchanged
WealthCollab, LLC78$4.12K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC79$4.21K0.00%−79−50.0%Reduced
Legacy Wealth Managment, LLC79$4.21K0.00%−79−50.0%Reduced
Curio Wealth, LLC86$4.54K0.00%+86New
MAI Capital Management95$5.02K0.00%+95New
Colonial Trust Co104$5.50K0.00%+104New
Hollencrest Capital Management111$5.87K0.00%00.0%Unchanged
LRI Investments, LLC121$6.39K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.123$6.50K0.00%+123New
JFS Wealth Advisors, LLC130$6.87K0.00%−36−21.7%Reduced
Atlas Capital Advisors LLC135$7.13K0.00%00.0%Unchanged
FSA Wealth Management LLC167$8.82K0.00%00.0%Unchanged
LGT Financial Advisors LLC167$8.82K0.02%00.0%Unchanged
Bell Investment Advisors, Inc171$9.04K0.00%−7−3.9%Reduced
Danske Bank A/S200$10.6K0.00%−1,300−86.7%Reduced
Caldwell Sutter Capital, Inc.200$10.6K0.00%00.0%Unchanged
Abound Wealth Management200$10.6K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd211$11.1K0.01%+211New
AdvisorNet Financial, Inc225$11.9K0.00%+9+4.2%Added
Wood Tarver Financial Group, LLC241$12.0K0.00%+241New
Massmutual Trust Co FSB231$12.2K0.00%+63+37.5%Added
Asset Dedication, LLC241$12.7K0.00%+225+1,406.3%Added
Harvest Fund Management Co., Ltd270$14.0K0.00%−8,344−96.9%Reduced
Park Square Financial Group, LLC271$14.3K0.01%+271New
EverSource Wealth Advisors, LLC275$14.5K0.00%+100+57.1%Added
Pacific Center for Financial Services280$14.8K0.00%00.0%Unchanged
Whittier Trust Co292$15.4K0.00%00.0%Unchanged
Central Trust Co297$15.7K0.00%−20−6.3%Reduced
Skopos Labs, Inc.298$15.7K0.00%+4+1.4%Added
Whipplewood Advisors, LLC312$16.5K0.01%+312New
Coppell Advisory Solutions LLC353$18.4K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC362$19.1K0.00%+282+352.5%Added
Lee Danner & Bass Inc400$21.1K0.00%+400New
Rise Advisors, LLC400$21.1K0.01%+2+0.5%Added
Eastern Bank401$21.2K0.00%+1+0.3%Added
Steward Partners Investment Advisory, LLC404$21.3K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC406$21.5K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.438$23.2K0.00%+2+0.5%Added
Cherry Tree Wealth Management, LLC449$23.7K0.01%00.0%Unchanged
Bogart Wealth, LLC466$24.6K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC500$26.4K0.01%00.0%Unchanged
Endeavor Private Wealth, Inc.500$26.6K0.03%+500New
Spire Wealth Management532$28.1K0.00%+532New
Darwin Advisors, LLC539$28.5K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.555$29.3K0.01%+555New
Parkside Financial Bank & Trust562$29.7K0.00%+47+9.1%Added
Quent Capital, LLC566$29.9K0.00%−22,490−97.5%Reduced
Atwood & Palmer Inc570$30.1K0.00%00.0%Unchanged
Mather Group, LLC.575$30.4K0.00%00.0%Unchanged
PrairieView Partners, LLC608$32.0K0.00%00.0%Unchanged
Penserra Capital Management LLC633$33.0K0.00%−14−2.2%Reduced
Harbor Capital Advisors, Inc.640$34.0K0.00%+3+0.5%Added
Smartleaf Asset Management LLC657$34.3K0.00%+146+28.6%Added
GAMMA Investing LLC658$34.8K0.00%+258+64.5%Added
NVWM, LLC676$35.7K0.01%00.0%Unchanged
Venturi Wealth Management, LLC679$35.9K0.00%−66−8.9%Reduced
Assetmark, Inc729$38.5K0.00%−568−43.8%Reduced