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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 5,709 | $313.5K | 0.00% | −461−7.5% | Reduced |
| KBC Group NV | 5,780 | $317.0K | 0.00% | −61−1.0% | Reduced |
| IHT Wealth Management, LLC | 5,773 | $317.0K | 0.01% | +35+0.6% | Added |
| Robertson Stephens Wealth Management, LLC | 5,742 | $317.5K | 0.01% | +39+0.7% | Added |
| Quest Partners LLC | 5,864 | $322.0K | 0.04% | −5,523−48.5% | Reduced |
| Affinity Capital Advisors, LLC | 5,500 | $324.9K | 0.06% | −55−1.0% | Reduced |
| Arcus Capital Partners, LLC | 6,055 | $332.5K | 0.13% | +6,055 | New |
| Silver Coast Investments LLC | 6,096 | $334.7K | 0.13% | +1,220+25.0% | Added |
| Waldron Private Wealth LLC | 6,075 | $335.9K | 0.02% | −7,827−56.3% | Reduced |
| MOKAN Wealth Management Inc. | 6,158 | $338.1K | 0.20% | −850−12.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,180 | $339.3K | 0.01% | −5,572−47.4% | Reduced |
| Quadrant Capital Group LLC | 6,200 | $340.4K | 0.01% | +4,822+349.9% | Added |
| Shell Asset Management Co | 6,203 | $341.0K | 0.02% | −253−3.9% | Reduced |
| Prosperity Consulting Group, LLC | 6,454 | $354.4K | 0.03% | +918+16.6% | Added |
| Maryland State Retirement & Pension System | 6,486 | $356.1K | 0.01% | −1,441−18.2% | Reduced |
| Laurion Capital Management LP | 6,498 | $356.8K | 0.03% | +6,498 | New |
| Harbour Investments, Inc. | 6,530 | $358.6K | 0.01% | +5,010+329.6% | Added |
| Park National Corp | 6,601 | $362.5K | 0.01% | +133+2.1% | Added |
| Brinker Capital Investments, LLC | 6,611 | $363.0K | 0.00% | −611−8.5% | Reduced |
| Orion Portfolio Solutions, LLC | 6,611 | $363.0K | 0.00% | −611−8.5% | Reduced |
| Csenge Advisory Group | 5,813 | $366.5K | 0.02% | −397−6.4% | Reduced |
| Focus Financial Network, Inc. | 6,633 | $366.7K | 0.01% | 00.0% | Unchanged |
| Leuthold Group, LLC | 6,718 | $368.9K | 0.05% | −66,951−90.9% | Reduced |
| Merit Financial Group, LLC | 6,796 | $373.2K | 0.01% | −59−0.9% | Reduced |
| Counterpoint Mutual Funds LLC | 6,857 | $376.5K | 0.05% | +6,857 | New |
| Sterling Capital Management LLC | 7,020 | $385.5K | 0.01% | −17,552−71.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,154 | $392.9K | 0.00% | −2,331−24.6% | Reduced |
| Flagship Harbor Advisors, LLC | 7,163 | $393.3K | 0.02% | −69−1.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 7,197 | $395.2K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 7,251 | $398.2K | 0.02% | −192−2.6% | Reduced |
| Raiffeisen Bank International AG | 7,503 | $405.9K | 0.01% | +2,389+46.7% | Added |
| Utah Retirement Systems | 7,400 | $406.3K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,454 | $409.3K | 0.00% | −671−8.3% | Reduced |
| Hilltop Holdings Inc. | 7,500 | $411.8K | 0.03% | +744+11.0% | Added |
| Jump Financial, LLC | 7,584 | $416.4K | 0.01% | +7,584 | New |
| Two Sigma Securities, LLC | 7,622 | $418.5K | 0.06% | +7,622 | New |
| Panagora Asset Management Inc | 7,679 | $421.7K | 0.00% | +7,679 | New |
| Ronald Blue Trust, Inc. | 8,013 | $440.0K | 0.01% | +1,221+18.0% | Added |
| IFP Advisors, Inc | 8,044 | $441.7K | 0.01% | −1,626−16.8% | Reduced |
| Avantax Advisory Services, Inc. | 8,121 | $445.9K | 0.00% | +1,212+17.5% | Added |
| Advisors Capital Management, LLC | 8,275 | $454.4K | 0.01% | +14+0.2% | Added |
| Catalyst Funds Management Pty Ltd | 8,280 | $454.7K | 0.12% | +8,280 | New |
| CTC Alternative Strategies, Ltd. | 8,460 | $464.5K | 0.57% | +8,460 | New |
| Cresset Asset Management, LLC | 8,522 | $471.0K | 0.00% | −1,062−11.1% | Reduced |
| Tradewinds, LLC. | 8,581 | $471.2K | 0.13% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,686 | $476.9K | 0.03% | +459+5.6% | Added |
| TD Private Client Wealth LLC | 8,745 | $480.2K | 0.01% | +1,784+25.6% | Added |
| Paradigm Financial Partners, LLC | 8,752 | $480.6K | 0.06% | −408−4.5% | Reduced |
| TriaGen Wealth Management LLC | 8,756 | $480.8K | 0.17% | −98−1.1% | Reduced |
| Principal Securities, Inc. | 9,104 | $481.1K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,833 | $485.0K | 0.03% | +82+0.9% | Added |
| Boston Family Office LLC | 9,000 | $494.0K | 0.03% | 00.0% | Unchanged |
| United Services Automobile Association | 9,266 | $501.3K | 0.02% | +9,266 | New |
| Fulton Breakefield Broenniman LLC | 9,220 | $506.3K | 0.04% | −700−7.1% | Reduced |
| AE Wealth Management LLC | 9,413 | $516.9K | 0.00% | −635−6.3% | Reduced |
| Chesley Taft & Associates LLC | 9,658 | $530.3K | 0.03% | +317+3.4% | Added |
| Neuberger Berman Group LLC | 9,804 | $538.3K | 0.00% | −1,338−12.0% | Reduced |
| Wedmont Private Capital | 9,116 | $538.6K | 0.03% | −491−5.1% | Reduced |
| Scotia Capital Inc. | 9,979 | $547.9K | 0.00% | +717+7.7% | Added |
| Bartlett & Co. Wealth Management LLC | 10,000 | $552.9K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,072 | $553.1K | 0.01% | −1,100−9.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,112 | $555.3K | 0.21% | −75−0.7% | Reduced |
| Securian Asset Management, Inc | 10,165 | $558.2K | 0.02% | −195−1.9% | Reduced |
| Sunbelt Securities, Inc. | 10,263 | $563.5K | 0.05% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 10,283 | $564.6K | 0.06% | +10,283 | New |
| CWC Advisors, LLC. | 10,359 | $568.8K | 0.32% | +2,507+31.9% | Added |
| TCM Advisors, LLC | – | $587.5K | 0.51% | – | – |
| Tudor Investment Corp Et Al | 10,792 | $592.6K | 0.01% | −280,597−96.3% | Reduced |
| First Citizens Bank & Trust Co | 10,862 | $596.4K | 0.02% | +310+2.9% | Added |
| Fifth Third Bancorp | 10,864 | $596.5K | 0.00% | +405+3.9% | Added |
| Occudo Quantitative Strategies LP | 11,613 | $628.3K | 0.08% | −4,046−25.8% | Reduced |
| TownSquare Capital, LLC | 11,554 | $634.4K | 0.01% | −1,270−9.9% | Reduced |
| Journey Strategic Wealth LLC | 11,757 | $645.6K | 0.02% | +6,208+111.9% | Added |
| Kovack Advisors, Inc. | 11,831 | $649.7K | 0.07% | +11,831 | New |
| Aviso Wealth Management | 11,917 | $654.3K | 0.35% | 00.0% | Unchanged |
| Brown Advisory Inc | 11,942 | $655.7K | 0.00% | +191+1.6% | Added |
| Inceptionr LLC | 12,163 | $667.9K | 0.20% | −1,006−7.6% | Reduced |
| US Bancorp | 12,282 | $674.4K | 0.00% | −76−0.6% | Reduced |
| Affinity Wealth Management LLC | 12,337 | $677.4K | 0.13% | +1,999+19.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,500 | $686.4K | 0.09% | +2,327+22.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,808 | $693.3K | 0.01% | +14+0.1% | Added |
| Hancock Whitney Corp | 12,954 | $711.3K | 0.02% | +1,010+8.5% | Added |
| Jones Financial Companies LLLP | 13,067 | $714.4K | 0.00% | +2,044+18.5% | Added |
| FIL Ltd | 13,709 | $752.8K | 0.00% | +41+0.3% | Added |
| Bokf, NA | 14,287 | $784.5K | 0.01% | +1,456+11.3% | Added |
| SG Americas Securities, LLC | 14,514 | $797.0K | 0.00% | +8,482+140.6% | Added |
| Claret Asset Management Corp | – | $798.0K | 0.12% | – | New |
| New York Life Investment Management LLC | 14,545 | $798.7K | 0.01% | −94−0.6% | Reduced |
| Range Financial Group LLC | 14,587 | $801.0K | 0.36% | −58−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 14,802 | $813.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,758 | $816.4K | 0.01% | −5,769−28.1% | Reduced |
| CWM, LLC | 14,962 | $822.0K | 0.00% | −6,166−29.2% | Reduced |
| RBF Capital, LLC | 15,000 | $823.6K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 15,100 | $829.1K | 0.01% | +2,489+19.7% | Added |
| Advisory Research Inc | 15,116 | $830.0K | 0.15% | +41+0.3% | Added |
| Legacy Bridge, LLC | 15,265 | $838.2K | 0.47% | −12−0.1% | Reduced |
| CCM Investment Group, LLC | 15,614 | $844.7K | 0.09% | +684+4.6% | Added |
| Aigen Investment Management, LP | 15,625 | $858.0K | 0.14% | +15,625 | New |
| Wealth Enhancement Advisory Services, LLC | 15,950 | $875.8K | 0.00% | −5,388−25.3% | Reduced |
| NBC Securities, Inc. | 16,204 | $889.0K | 0.08% | +16,189+107,926.7% | Added |