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 |
|---|---|---|---|---|---|
| NVWM, LLC | 676 | $37.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 713 | $38.6K | 0.00% | +56+8.5% | Added |
| Mather Group, LLC. | 710 | $39.0K | 0.00% | +135+23.5% | Added |
| Valley National Advisers Inc | 800 | $43.0K | 0.01% | −27−3.3% | Reduced |
| Versant Capital Management, Inc | 785 | $43.1K | 0.01% | −49−5.9% | Reduced |
| Archer Investment Corp | 800 | $43.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 816 | $44.8K | 0.00% | +87+11.9% | Added |
| Nomura Asset Management Co Ltd | 830 | $45.6K | 0.00% | −260−23.9% | Reduced |
| SBI Securities Co., Ltd. | 845 | $46.4K | 0.00% | −22−2.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,013 | $54.8K | 0.00% | −100,787−99.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,021 | $56.1K | 0.00% | +617+152.7% | Added |
| Huntington National Bank | 1,032 | $56.7K | 0.00% | −385−27.2% | Reduced |
| Continuum Advisory, LLC | 1,080 | $59.3K | 0.01% | −85−7.3% | Reduced |
| HM Payson & Co | 1,150 | $63.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,356 | $75.0K | 0.05% | +243+21.8% | Added |
| Parallel Advisors, LLC | 1,392 | $76.4K | 0.00% | +85+6.5% | Added |
| Walleye Capital LLC | 1,446 | $79.4K | 0.00% | −55,375−97.5% | Reduced |
| Richardson Financial Services Inc. | 1,466 | $80.5K | 0.06% | −24−1.6% | Reduced |
| Salem Investment Counselors Inc | 1,458 | $80.6K | 0.00% | −742−33.7% | Reduced |
| GAMMA Investing LLC | 1,508 | $82.8K | 0.01% | +850+129.2% | Added |
| Bryn Mawr Trust Co | 1,536 | $84.3K | 0.00% | +155+11.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,660 | $91.2K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,700 | $93.3K | 0.00% | +1,700 | New |
| Geneos Wealth Management Inc. | 1,706 | $93.7K | 0.00% | +293+20.7% | Added |
| North Star Investment Management Corp. | 1,981 | $108.8K | 0.01% | +1+0.1% | Added |
| Independence Bank of Kentucky | 2,000 | $109.8K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,166 | $118.9K | 0.01% | +507+30.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,191 | $119.4K | 0.00% | +1,009+85.4% | Added |
| Bessemer Group Inc | 2,228 | $122.0K | 0.00% | −378−14.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,270 | $124.7K | 0.05% | +2,200+3,142.9% | Added |
| Quarry LP | 2,290 | $125.7K | 0.03% | −1,410−38.1% | Reduced |
| Center for Financial Planning, Inc. | 2,303 | $126.5K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 2,426 | $133.2K | 0.01% | +143+6.3% | Added |
| SRS Capital Advisors, Inc. | 2,584 | $141.9K | 0.01% | −171−6.2% | Reduced |
| Ci Investments Inc. | 3,088 | $170.0K | 0.00% | +61+2.0% | Added |
| Allworth Financial LP | 3,022 | $177.7K | 0.00% | −946−23.8% | Reduced |
| PEAK6 LLC | 3,237 | $177.7K | 0.01% | −101,380−96.9% | Reduced |
| CIBC Private Wealth Group, LLC | 3,403 | $186.3K | 0.00% | +757+28.6% | Added |
| Paladin Advisory Group, LLC | 3,584 | $196.8K | 0.16% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,675 | $201.7K | 0.00% | +3,675 | New |
| Corton Capital Inc. | 3,754 | $206.1K | 0.68% | +3,754 | New |
| Eagle Bay Advisors LLC | 3,777 | $208.8K | 0.18% | −550−12.7% | Reduced |
| Next Level Private LLC | 3,806 | $209.0K | 0.08% | +3,806 | New |
| Atomi Financial Group, Inc. | 3,860 | $212.0K | 0.01% | +3,860 | New |
| Valeo Financial Advisors, LLC | 3,871 | $212.6K | 0.01% | +3,871 | New |
| Advisors Asset Management, Inc. | 3,901 | $214.2K | 0.00% | −51−1.3% | Reduced |
| Armstrong Advisory Group, Inc | 4,110 | $217.2K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,580 | $217.6K | 0.01% | +3,580 | New |
| Corient IA LLC | 4,000 | $219.6K | 0.16% | +4,000 | New |
| Belmont Capital, LLC | 4,000 | $219.6K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,013 | $220.3K | 0.00% | −3,694−47.9% | Reduced |
| 1620 Investment Advisors, Inc. | 4,021 | $220.8K | 0.17% | −377−8.6% | Reduced |
| Thrive Wealth Management, LLC | 4,045 | $222.1K | 0.04% | +5+0.1% | Added |
| National Bank of Canada | 4,050 | $222.4K | 0.00% | −730−15.3% | Reduced |
| Westshore Wealth, LLC | 4,086 | $224.4K | 0.09% | −88−2.1% | Reduced |
| Banque Cantonale Vaudoise | 4,124 | $226.0K | 0.01% | +4,124 | New |
| Barnett & Company, Inc. | 4,120 | $226.2K | 0.19% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,143 | $227.5K | 0.10% | −5,065−55.0% | Reduced |
| Marex Group plc | 4,175 | $229.2K | 0.00% | +4,175 | New |
| Brown Brothers Harriman & Co | 4,180 | $229.5K | 0.00% | 00.0% | Unchanged |
| Brown Capital Management LLC | 4,189 | $230.0K | 0.01% | −2,146−33.9% | Reduced |
| HB Wealth Management, LLC | 4,196 | $230.4K | 0.00% | +4,196 | New |
| J.W. Cole Advisors, Inc. | 4,207 | $231.0K | 0.01% | +4,207 | New |
| Keybank National Association | 4,215 | $231.4K | 0.00% | −3,625−46.2% | Reduced |
| PFG Investments, LLC | 4,219 | $231.7K | 0.01% | +22+0.5% | Added |
| Holocene Advisors, LP | 4,265 | $234.2K | 0.00% | +4,265 | New |
| Prossimo Advisors, LLC | 4,271 | $235.0K | 0.18% | +34+0.8% | Added |
| D.A. Davidson & Co. | 4,295 | $235.9K | 0.00% | −6,371−59.7% | Reduced |
| Jain Global LLC | 4,315 | $236.9K | 0.00% | +4,315 | New |
| CIBC Asset Management Inc | 4,364 | $239.6K | 0.00% | +101+2.4% | Added |
| Impact Partnership Wealth, LLC | 4,373 | $240.1K | 0.05% | +4,373 | New |
| Spears Abacus Advisors LLC | 4,404 | $241.8K | 0.01% | −626−12.4% | Reduced |
| Convergence Financial, LLC | 4,480 | $246.0K | 0.05% | +4,480 | New |
| Coldstream Capital Management Inc | 4,493 | $246.7K | 0.01% | −137−3.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,582 | $251.6K | 0.01% | +91+2.0% | Added |
| EP Wealth Advisors, LLC | 4,609 | $253.1K | 0.00% | +84+1.9% | Added |
| NDVR, Inc. | 4,673 | $256.6K | 0.26% | −200−4.1% | Reduced |
| Pensionmark Financial Group, LLC | 4,757 | $261.2K | 0.01% | +4,757 | New |
| Cahill Financial Advisors Inc | 4,770 | $261.9K | 0.04% | +415+9.5% | Added |
| Guyasuta Investment Advisors Inc | 4,800 | $263.6K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 4,803 | $263.7K | 0.03% | −23−0.5% | Reduced |
| Pinnacle Associates Ltd | 4,861 | $266.9K | 0.00% | −10−0.2% | Reduced |
| Gallacher Capital Management LLC | 4,871 | $267.5K | 0.13% | −459−8.6% | Reduced |
| Level Four Advisory Services, LLC | 4,961 | $272.4K | 0.01% | 00.0% | Unchanged |
| Everett Harris & Co | 5,000 | $274.6K | 0.00% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 5,000 | $274.6K | 0.07% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $274.6K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,000 | $274.6K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 5,070 | $278.4K | 0.01% | −198−3.8% | Reduced |
| Taylor Hoffman Capital Management LLC | 4,972 | $280.1K | 0.10% | +4,972 | New |
| Boothbay Fund Management, LLC | 5,139 | $282.2K | 0.01% | −4,959−49.1% | Reduced |
| My Legacy Advisors, LLC | 5,236 | $287.5K | 0.11% | +112+2.2% | Added |
| Centiva Capital, LP | 5,341 | $293.3K | 0.02% | −10,240−65.7% | Reduced |
| DGS Capital Management, LLC | 5,384 | $295.6K | 0.08% | +1,124+26.4% | Added |
| Umb Bank N A | 5,480 | $300.9K | 0.00% | +794+16.9% | Added |
| EMC Capital Management | 5,512 | $303.0K | 0.18% | 00.0% | Unchanged |
| Arnhold LLC | 5,600 | $307.5K | 0.03% | 00.0% | Unchanged |
| Lindenwold Advisors | 5,610 | $308.0K | 0.17% | −1,375−19.7% | Reduced |
| Kingsview Wealth Management, LLC | 5,660 | $310.8K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,703 | $313.2K | 0.00% | −709−11.1% | Reduced |