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, Q1 2025
Institutional positions in H&R Block Inc as of Mar 31, 2025. 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
- 564
- +19 vs. Q4 2024
- Shares held
- 128.5M
- +3.12M (+2.5%) vs. Q4 2024
- Total value
- $7.00B
- +$375.4M (+5.7%) vs. Q4 2024
- New holders
- 83
- 181 more added
- Sold out
- 64
- 211 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1 | $55 | 0.00% | −28−96.6% | Reduced |
| Bellwether Advisors, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1 | $73 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $110 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $165 | 0.00% | −23−88.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $165 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 5 | $275 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $275 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 6 | $329 | 0.00% | +6 | New |
| Sachetta, LLC | 6 | $330 | 0.00% | −7−53.8% | Reduced |
| Clearstead Advisors, LLC | 6 | $330 | 0.00% | −2−25.0% | Reduced |
| ORG Partners LLC | 6 | $367 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $384 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 8 | $440 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $550 | 0.00% | +10 | New |
| Halbert Hargrove Global Advisors, LLC | 10 | $550 | 0.00% | +10 | New |
| Greenline Partners, LLC | 12 | $659 | 0.00% | +12 | New |
| State of Wyoming | 16 | $879 | 0.00% | +5+45.5% | Added |
| WPG Advisers, LLC | 16 | $879 | 0.00% | +16 | New |
| Picton Mahoney Asset Management | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $1.01K | 0.00% | +7+70.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 21 | $1.15K | 0.00% | +21 | New |
| Larson Financial Group LLC | 24 | $1.32K | 0.00% | +3+14.3% | Added |
| Global Financial Private Client, LLC | 24 | $1.32K | 0.00% | +17+242.9% | Added |
| SJS Investment Consulting Inc. | 27 | $1.48K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $1.54K | 0.00% | +1+3.7% | Added |
| Horizon Investments, LLC | 29 | $1.59K | 0.00% | −38−56.7% | Reduced |
| First Command Advisory Services, Inc. | 29 | $1.59K | 0.00% | +29 | New |
| Hantz Financial Services, Inc. | 28 | $2.00K | 0.00% | +28 | New |
| CX Institutional | 28 | $2.00K | 0.00% | +28 | New |
| CVA Family Office, LLC | 41 | $2.25K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $2.31K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 43 | $2.36K | 0.00% | +43 | New |
| Caitong International Asset Management Co., Ltd | 47 | $2.58K | 0.00% | −164−77.7% | Reduced |
| Pineridge Advisors LLC | 50 | $2.73K | 0.00% | +50 | New |
| MAI Capital Management | 50 | $2.75K | 0.00% | −45−47.4% | Reduced |
| Aventura Private Wealth, LLC | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 52 | $2.85K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $2.91K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 56 | $3.08K | 0.00% | +56 | New |
| McIlrath & Eck, LLC | 60 | $3.29K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 64 | $3.53K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 69 | $3.79K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 73 | $4.01K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 73 | $4.01K | 0.00% | +2+2.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $4.12K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 78 | $4.28K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 79 | $4.34K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $4.54K | 0.00% | −85−98.8% | Reduced |
| Farmers & Merchants Investments Inc | 106 | $5.82K | 0.00% | +49+86.0% | Added |
| JFS Wealth Advisors, LLC | 114 | $6.26K | 0.00% | −16−12.3% | Reduced |
| LRI Investments, LLC | 121 | $6.64K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 124 | $6.81K | 0.00% | +124 | New |
| Hemington Wealth Management | 128 | $7.00K | 0.00% | +53+70.7% | Added |
| Optiver Holding B.V. | 133 | $7.30K | 0.00% | +133 | New |
| Atlas Capital Advisors LLC | 135 | $7.41K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 143 | $7.85K | 0.00% | +139+3,475.0% | Added |
| Stephens Consulting, LLC | 147 | $8.07K | 0.00% | +147 | New |
| Grove Bank & Trust | 151 | $8.29K | 0.00% | +93+160.3% | Added |
| Garde Capital, Inc. | 160 | $8.79K | 0.00% | +160 | New |
| FSA Wealth Management LLC | 167 | $9.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 180 | $9.88K | 0.00% | +9+5.3% | Added |
| Caldwell Sutter Capital, Inc. | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 206 | $11.0K | 0.00% | +206 | New |
| Park Square Financial Group, LLC | 207 | $11.4K | 0.01% | −64−23.6% | Reduced |
| Motco | 210 | $11.5K | 0.00% | +210 | New |
| Massmutual Trust Co FSB | 216 | $11.9K | 0.00% | −15−6.5% | Reduced |
| AdvisorNet Financial, Inc | 217 | $11.9K | 0.00% | −8−3.6% | Reduced |
| Harvest Fund Management Co., Ltd | 210 | $12.0K | 0.00% | −60−22.2% | Reduced |
| Asset Dedication, LLC | 241 | $13.2K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 241 | $13.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 269 | $14.8K | 0.01% | −131−32.8% | Reduced |
| Pacific Center for Financial Services | 280 | $15.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 292 | $16.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 297 | $16.3K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 57 | $18.8K | 0.01% | −255−81.7% | Reduced |
| Rossby Financial, LCC | 319 | $19.0K | 0.01% | +319 | New |
| Northwestern Mutual Wealth Management Co | 354 | $19.4K | 0.00% | −1,255−78.0% | Reduced |
| Eastern Bank | 401 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 406 | $22.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 417 | $22.9K | 0.00% | +142+51.6% | Added |
| GHP Investment Advisors, Inc. | 441 | $24.2K | 0.00% | +3+0.7% | Added |
| Signaturefd, LLC | 465 | $25.6K | 0.00% | −1,950−80.7% | Reduced |
| Boston Private Wealth LLC | 475 | $26.1K | 0.00% | +475 | New |
| Tanglewood Legacy Advisors, LLC | 500 | $27.5K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 513 | $28.2K | 0.01% | +215+72.1% | Added |
| Darwin Advisors, LLC | 539 | $28.5K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 523 | $28.7K | 0.01% | +74+16.5% | Added |
| Spire Wealth Management | 528 | $29.0K | 0.00% | −4−0.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 555 | $30.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 562 | $30.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 567 | $31.1K | 0.00% | +1+0.2% | Added |
| Atwood & Palmer Inc | 570 | $31.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 604 | $33.0K | 0.00% | −36−5.6% | Reduced |
| PrairieView Partners, LLC | 608 | $33.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 661 | $36.0K | 0.00% | +28+4.4% | Added |
| Bogart Wealth, LLC | 666 | $36.6K | 0.00% | +200+42.9% | Added |