H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 28,623 | $1.57M | 0.04% | −602−2.1% | Reduced |
| Nebula Research & Development LLC | 28,260 | $1.55M | 0.14% | +16,681+144.1% | Added |
| Bank of Montreal | 28,019 | $1.54M | 0.00% | −228−0.8% | Reduced |
| CBOE Vest Financial, LLC | 27,882 | $1.53M | 0.02% | +27,882 | New |
| New Mexico Educational Retirement Board | 27,800 | $1.53M | 0.05% | −3,300−10.6% | Reduced |
| Kestra Advisory Services, LLC | 27,561 | $1.51M | 0.01% | +1,910+7.4% | Added |
| Elo Mutual Pension Insurance Co | 27,435 | $1.51M | 0.03% | +14,622+114.1% | Added |
| Oregon Public Employees Retirement Fund | 27,224 | $1.49M | 0.03% | −700−2.5% | Reduced |
| Mackenzie Financial Corp | 26,557 | $1.46M | 0.00% | −31,996−54.6% | Reduced |
| Ameritas Investment Partners, Inc. | 26,336 | $1.45M | 0.05% | −1,114−4.1% | Reduced |
| Pinebridge Investments, L.P. | 26,156 | $1.44M | 0.01% | −17,974−40.7% | Reduced |
| Russell Investments Group, Ltd. | 25,922 | $1.42M | 0.00% | +12,253+89.6% | Added |
| CSS LLC | 25,812 | $1.42M | 0.10% | −1,326−4.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 25,277 | $1.39M | 0.45% | +2,886+12.9% | Added |
| Advisor Group Holdings, Inc. | 24,963 | $1.37M | 0.00% | +14,917+148.5% | Added |
| Credit Agricole S A | 24,915 | $1.37M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 24,554 | $1.35M | 0.01% | +24,554 | New |
| Bayesian Capital Management, LP | 24,421 | $1.34M | 0.22% | +9,994+69.3% | Added |
| Entropy Technologies, LP | 23,991 | $1.32M | 0.13% | +23,991 | New |
| Asset Management One Co.,Ltd. | 23,987 | $1.32M | 0.00% | +23,987 | New |
| Chase Investment Counsel Corp | 24,000 | $1.32M | 0.48% | +3,000+14.3% | Added |
| Argyle Capital Management Inc. | 23,233 | $1.28M | 0.47% | 00.0% | Unchanged |
| Huber Capital Management LLC | 23,200 | $1.27M | 0.24% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 23,179 | $1.27M | 0.30% | +19,383+510.6% | Added |
| Campbell & CO Investment Adviser LLC | 22,913 | $1.26M | 0.10% | −23,625−50.8% | Reduced |
| CWA Asset Management Group, LLC | 22,426 | $1.23M | 0.06% | +5,539+32.8% | Added |
| Park Avenue Securities LLC | 21,985 | $1.21M | 0.01% | +4,987+29.3% | Added |
| Convergence Investment Partners, LLC | 21,909 | $1.20M | 0.33% | −227−1.0% | Reduced |
| QRG Capital Management, Inc. | 21,869 | $1.20M | 0.01% | −1,037−4.5% | Reduced |
| Sovereign's Capital Management, LLC | 21,703 | $1.19M | 0.71% | +5,777+36.3% | Added |
| MML Investors Services, LLC | 21,144 | $1.16M | 0.00% | +4,281+25.4% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.15M | 0.28% | 00.0% | Unchanged |
| Ceera Investments, LLC | 20,510 | $1.13M | 0.39% | −720−3.4% | Reduced |
| Quantbot Technologies LP | 20,320 | $1.12M | 0.04% | +20,320 | New |
| Vident Advisory, LLC | 20,139 | $1.11M | 0.02% | +45+0.2% | Added |
| BW Gestao de Investimentos Ltda. | 20,100 | $1.10M | 0.12% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 20,026 | $1.10M | 0.13% | 00.0% | Unchanged |
| Oak Thistle LLC | 20,023 | $1.10M | 0.22% | −10,504−34.4% | Reduced |
| SummitTX Capital, L.P. | 19,884 | $1.09M | 0.05% | +19,884 | New |
| Pictet Asset Management Holding SA | 19,827 | $1.09M | 0.00% | +639+3.3% | Added |
| FORA Capital, LLC | 19,568 | $1.07M | 0.11% | −759−3.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,319 | $1.06M | 0.07% | +19,319 | New |
| Colony Group, LLC | 19,180 | $1.05M | 0.00% | −4,525−19.1% | Reduced |
| XTX Topco Ltd | 18,916 | $1.04M | 0.05% | +18,916 | New |
| Ethic Inc. | 18,249 | $1.03M | 0.02% | +4,253+30.4% | Added |
| Wealthfront Advisers LLC | 18,505 | $1.02M | 0.00% | −779−4.0% | Reduced |
| The PNC Financial Services Group, Inc. | 18,431 | $1.01M | 0.00% | −1,765−8.7% | Reduced |
| Xponance, Inc. | 18,050 | $991.1K | 0.01% | −1,605−8.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $988.4K | 0.13% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,942 | $985.2K | 0.00% | +17,942 | New |
| MSH Capital Advisors LLC | 17,767 | $975.6K | 0.30% | +230+1.3% | Added |
| Jefferies Financial Group Inc. | 17,499 | $960.9K | 0.02% | +12,741+267.8% | Added |
| Kessler Investment Group, LLC | 17,245 | $946.9K | 0.46% | −1,082−5.9% | Reduced |
| Baird Financial Group, Inc. | 17,219 | $945.5K | 0.00% | +120+0.7% | Added |
| HighTower Advisors, LLC | 17,041 | $935.7K | 0.00% | −2,143−11.2% | Reduced |
| Farther Finance Advisors, LLC | 16,543 | $931.8K | 0.02% | +3,388+25.8% | Added |
| Ascent Group, LLC | 16,901 | $928.0K | 0.04% | +920+5.8% | Added |
| Rockland Trust Co | 16,866 | $926.1K | 0.05% | 00.0% | Unchanged |
| Quantessence Capital LLC | 16,700 | $917.0K | 0.23% | +16,700 | New |
| Ifrah Financial Services, Inc. | 16,682 | $916.0K | 0.26% | −1,046−5.9% | Reduced |
| JustInvest LLC | 16,601 | $911.6K | 0.01% | −232−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,328 | $897.0K | 0.00% | +1,100+7.2% | Added |
| Vestcor Inc | 16,342 | $897.0K | 0.03% | +8,338+104.2% | Added |
| Gsa Capital Partners LLP | 16,201 | $890.0K | 0.08% | +16,201 | New |
| NBC Securities, Inc. | 16,204 | $889.0K | 0.08% | +16,189+107,926.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,950 | $875.8K | 0.00% | −5,388−25.3% | Reduced |
| Aigen Investment Management, LP | 15,625 | $858.0K | 0.14% | +15,625 | New |
| CCM Investment Group, LLC | 15,614 | $844.7K | 0.09% | +684+4.6% | Added |
| Legacy Bridge, LLC | 15,265 | $838.2K | 0.47% | −12−0.1% | Reduced |
| Advisory Research Inc | 15,116 | $830.0K | 0.15% | +41+0.3% | Added |
| Toroso Investments, LLC | 15,100 | $829.1K | 0.01% | +2,489+19.7% | Added |
| RBF Capital, LLC | 15,000 | $823.6K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 14,962 | $822.0K | 0.00% | −6,166−29.2% | Reduced |
| RSM US Wealth Management LLC | 14,758 | $816.4K | 0.01% | −5,769−28.1% | Reduced |
| Public Employees Retirement Association of Colorado | 14,802 | $813.0K | 0.00% | 00.0% | Unchanged |
| Range Financial Group LLC | 14,587 | $801.0K | 0.36% | −58−0.4% | Reduced |
| New York Life Investment Management LLC | 14,545 | $798.7K | 0.01% | −94−0.6% | Reduced |
| Claret Asset Management Corp | – | $798.0K | 0.12% | – | New |
| SG Americas Securities, LLC | 14,514 | $797.0K | 0.00% | +8,482+140.6% | Added |
| Bokf, NA | 14,287 | $784.5K | 0.01% | +1,456+11.3% | Added |
| FIL Ltd | 13,709 | $752.8K | 0.00% | +41+0.3% | Added |
| Jones Financial Companies LLLP | 13,067 | $714.4K | 0.00% | +2,044+18.5% | Added |
| Hancock Whitney Corp | 12,954 | $711.3K | 0.02% | +1,010+8.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,808 | $693.3K | 0.01% | +14+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,500 | $686.4K | 0.09% | +2,327+22.9% | Added |
| Affinity Wealth Management LLC | 12,337 | $677.4K | 0.13% | +1,999+19.3% | Added |
| US Bancorp | 12,282 | $674.4K | 0.00% | −76−0.6% | Reduced |
| Inceptionr LLC | 12,163 | $667.9K | 0.20% | −1,006−7.6% | Reduced |
| Brown Advisory Inc | 11,942 | $655.7K | 0.00% | +191+1.6% | Added |
| Aviso Wealth Management | 11,917 | $654.3K | 0.35% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,831 | $649.7K | 0.07% | +11,831 | New |
| Journey Strategic Wealth LLC | 11,757 | $645.6K | 0.02% | +6,208+111.9% | Added |
| TownSquare Capital, LLC | 11,554 | $634.4K | 0.01% | −1,270−9.9% | Reduced |
| Occudo Quantitative Strategies LP | 11,613 | $628.3K | 0.08% | −4,046−25.8% | Reduced |
| Fifth Third Bancorp | 10,864 | $596.5K | 0.00% | +405+3.9% | Added |
| First Citizens Bank & Trust Co | 10,862 | $596.4K | 0.02% | +310+2.9% | Added |
| Tudor Investment Corp Et Al | 10,792 | $592.6K | 0.01% | −280,597−96.3% | Reduced |
| TCM Advisors, LLC | – | $587.5K | 0.51% | – | – |
| CWC Advisors, LLC. | 10,359 | $568.8K | 0.32% | +2,507+31.9% | Added |
| Qsemble Capital Management, LP | 10,283 | $564.6K | 0.06% | +10,283 | New |