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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 10,263 | $563.5K | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 10,165 | $558.2K | 0.02% | −195−1.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,112 | $555.3K | 0.21% | −75−0.7% | Reduced |
| Guggenheim Capital LLC | 10,072 | $553.1K | 0.01% | −1,100−9.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $552.9K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 9,979 | $547.9K | 0.00% | +717+7.7% | Added |
| Wedmont Private Capital | 9,116 | $538.6K | 0.03% | −491−5.1% | Reduced |
| Neuberger Berman Group LLC | 9,804 | $538.3K | 0.00% | −1,338−12.0% | Reduced |
| Chesley Taft & Associates LLC | 9,658 | $530.3K | 0.03% | +317+3.4% | Added |
| AE Wealth Management LLC | 9,413 | $516.9K | 0.00% | −635−6.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 9,220 | $506.3K | 0.04% | −700−7.1% | Reduced |
| United Services Automobile Association | 9,266 | $501.3K | 0.02% | +9,266 | New |
| Boston Family Office LLC | 9,000 | $494.0K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,833 | $485.0K | 0.03% | +82+0.9% | Added |
| Principal Securities, Inc. | 9,104 | $481.1K | 0.01% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 8,756 | $480.8K | 0.17% | −98−1.1% | Reduced |
| Paradigm Financial Partners, LLC | 8,752 | $480.6K | 0.06% | −408−4.5% | Reduced |
| TD Private Client Wealth LLC | 8,745 | $480.2K | 0.01% | +1,784+25.6% | Added |
| Dorsey & Whitney Trust CO LLC | 8,686 | $476.9K | 0.03% | +459+5.6% | Added |
| Tradewinds, LLC. | 8,581 | $471.2K | 0.13% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,522 | $471.0K | 0.00% | −1,062−11.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 8,460 | $464.5K | 0.57% | +8,460 | New |
| Catalyst Funds Management Pty Ltd | 8,280 | $454.7K | 0.12% | +8,280 | New |
| Advisors Capital Management, LLC | 8,275 | $454.4K | 0.01% | +14+0.2% | Added |
| Avantax Advisory Services, Inc. | 8,121 | $445.9K | 0.00% | +1,212+17.5% | Added |
| IFP Advisors, Inc | 8,044 | $441.7K | 0.01% | −1,626−16.8% | Reduced |
| Ronald Blue Trust, Inc. | 8,013 | $440.0K | 0.01% | +1,221+18.0% | Added |
| Panagora Asset Management Inc | 7,679 | $421.7K | 0.00% | +7,679 | New |
| Two Sigma Securities, LLC | 7,622 | $418.5K | 0.06% | +7,622 | New |
| Jump Financial, LLC | 7,584 | $416.4K | 0.01% | +7,584 | New |
| Hilltop Holdings Inc. | 7,500 | $411.8K | 0.03% | +744+11.0% | Added |
| CIBC World Markets Inc. | 7,454 | $409.3K | 0.00% | −671−8.3% | Reduced |
| Utah Retirement Systems | 7,400 | $406.3K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 7,503 | $405.9K | 0.01% | +2,389+46.7% | Added |
| SageView Advisory Group, LLC | 7,251 | $398.2K | 0.02% | −192−2.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 7,197 | $395.2K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,163 | $393.3K | 0.02% | −69−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,154 | $392.9K | 0.00% | −2,331−24.6% | Reduced |
| Sterling Capital Management LLC | 7,020 | $385.5K | 0.01% | −17,552−71.4% | Reduced |
| Counterpoint Mutual Funds LLC | 6,857 | $376.5K | 0.05% | +6,857 | New |
| Merit Financial Group, LLC | 6,796 | $373.2K | 0.01% | −59−0.9% | Reduced |
| Leuthold Group, LLC | 6,718 | $368.9K | 0.05% | −66,951−90.9% | Reduced |
| Focus Financial Network, Inc. | 6,633 | $366.7K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 5,813 | $366.5K | 0.02% | −397−6.4% | Reduced |
| 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 |
| Park National Corp | 6,601 | $362.5K | 0.01% | +133+2.1% | Added |
| Harbour Investments, Inc. | 6,530 | $358.6K | 0.01% | +5,010+329.6% | Added |
| Laurion Capital Management LP | 6,498 | $356.8K | 0.03% | +6,498 | New |
| Maryland State Retirement & Pension System | 6,486 | $356.1K | 0.01% | −1,441−18.2% | Reduced |
| Prosperity Consulting Group, LLC | 6,454 | $354.4K | 0.03% | +918+16.6% | Added |
| Shell Asset Management Co | 6,203 | $341.0K | 0.02% | −253−3.9% | Reduced |
| Quadrant Capital Group LLC | 6,200 | $340.4K | 0.01% | +4,822+349.9% | Added |
| Tower Research Capital LLC (TRC) | 6,180 | $339.3K | 0.01% | −5,572−47.4% | Reduced |
| MOKAN Wealth Management Inc. | 6,158 | $338.1K | 0.20% | −850−12.1% | Reduced |
| Waldron Private Wealth LLC | 6,075 | $335.9K | 0.02% | −7,827−56.3% | Reduced |
| Silver Coast Investments LLC | 6,096 | $334.7K | 0.13% | +1,220+25.0% | Added |
| Arcus Capital Partners, LLC | 6,055 | $332.5K | 0.13% | +6,055 | New |
| Affinity Capital Advisors, LLC | 5,500 | $324.9K | 0.06% | −55−1.0% | Reduced |
| Quest Partners LLC | 5,864 | $322.0K | 0.04% | −5,523−48.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,742 | $317.5K | 0.01% | +39+0.7% | Added |
| IHT Wealth Management, LLC | 5,773 | $317.0K | 0.01% | +35+0.6% | Added |
| KBC Group NV | 5,780 | $317.0K | 0.00% | −61−1.0% | Reduced |
| Bank of Nova Scotia | 5,709 | $313.5K | 0.00% | −461−7.5% | Reduced |
| ProShare Advisors LLC | 5,703 | $313.2K | 0.00% | −709−11.1% | Reduced |
| Kingsview Wealth Management, LLC | 5,660 | $310.8K | 0.01% | 00.0% | Unchanged |
| Lindenwold Advisors | 5,610 | $308.0K | 0.17% | −1,375−19.7% | Reduced |
| Arnhold LLC | 5,600 | $307.5K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 5,512 | $303.0K | 0.18% | 00.0% | Unchanged |
| Umb Bank N A | 5,480 | $300.9K | 0.00% | +794+16.9% | Added |
| DGS Capital Management, LLC | 5,384 | $295.6K | 0.08% | +1,124+26.4% | Added |
| Centiva Capital, LP | 5,341 | $293.3K | 0.02% | −10,240−65.7% | Reduced |
| My Legacy Advisors, LLC | 5,236 | $287.5K | 0.11% | +112+2.2% | Added |
| Boothbay Fund Management, LLC | 5,139 | $282.2K | 0.01% | −4,959−49.1% | Reduced |
| Taylor Hoffman Capital Management LLC | 4,972 | $280.1K | 0.10% | +4,972 | New |
| Shelton Capital Management | 5,070 | $278.4K | 0.01% | −198−3.8% | Reduced |
| 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 |
| Level Four Advisory Services, LLC | 4,961 | $272.4K | 0.01% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 4,871 | $267.5K | 0.13% | −459−8.6% | Reduced |
| Pinnacle Associates Ltd | 4,861 | $266.9K | 0.00% | −10−0.2% | Reduced |
| Intrust Bank NA | 4,803 | $263.7K | 0.03% | −23−0.5% | Reduced |
| Guyasuta Investment Advisors Inc | 4,800 | $263.6K | 0.02% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 4,770 | $261.9K | 0.04% | +415+9.5% | Added |
| Pensionmark Financial Group, LLC | 4,757 | $261.2K | 0.01% | +4,757 | New |
| NDVR, Inc. | 4,673 | $256.6K | 0.26% | −200−4.1% | Reduced |
| EP Wealth Advisors, LLC | 4,609 | $253.1K | 0.00% | +84+1.9% | Added |
| Fifth Third Wealth Advisors LLC | 4,582 | $251.6K | 0.01% | +91+2.0% | Added |
| Coldstream Capital Management Inc | 4,493 | $246.7K | 0.01% | −137−3.0% | Reduced |
| Convergence Financial, LLC | 4,480 | $246.0K | 0.05% | +4,480 | New |
| Spears Abacus Advisors LLC | 4,404 | $241.8K | 0.01% | −626−12.4% | Reduced |
| Impact Partnership Wealth, LLC | 4,373 | $240.1K | 0.05% | +4,373 | New |
| CIBC Asset Management Inc | 4,364 | $239.6K | 0.00% | +101+2.4% | Added |
| Jain Global LLC | 4,315 | $236.9K | 0.00% | +4,315 | New |
| D.A. Davidson & Co. | 4,295 | $235.9K | 0.00% | −6,371−59.7% | Reduced |
| Prossimo Advisors, LLC | 4,271 | $235.0K | 0.18% | +34+0.8% | Added |
| Holocene Advisors, LP | 4,265 | $234.2K | 0.00% | +4,265 | New |
| PFG Investments, LLC | 4,219 | $231.7K | 0.01% | +22+0.5% | Added |