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 |
|---|---|---|---|---|---|
| Keybank National Association | 4,215 | $231.4K | 0.00% | −3,625−46.2% | Reduced |
| J.W. Cole Advisors, Inc. | 4,207 | $231.0K | 0.01% | +4,207 | New |
| HB Wealth Management, LLC | 4,196 | $230.4K | 0.00% | +4,196 | New |
| Brown Capital Management LLC | 4,189 | $230.0K | 0.01% | −2,146−33.9% | Reduced |
| Brown Brothers Harriman & Co | 4,180 | $229.5K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 4,175 | $229.2K | 0.00% | +4,175 | New |
| Teza Capital Management LLC | 4,143 | $227.5K | 0.10% | −5,065−55.0% | Reduced |
| Barnett & Company, Inc. | 4,120 | $226.2K | 0.19% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,124 | $226.0K | 0.01% | +4,124 | New |
| Westshore Wealth, LLC | 4,086 | $224.4K | 0.09% | −88−2.1% | Reduced |
| National Bank of Canada | 4,050 | $222.4K | 0.00% | −730−15.3% | Reduced |
| Thrive Wealth Management, LLC | 4,045 | $222.1K | 0.04% | +5+0.1% | Added |
| 1620 Investment Advisors, Inc. | 4,021 | $220.8K | 0.17% | −377−8.6% | Reduced |
| Captrust Financial Advisors | 4,013 | $220.3K | 0.00% | −3,694−47.9% | Reduced |
| Belmont Capital, LLC | 4,000 | $219.6K | 0.04% | 00.0% | Unchanged |
| Corient IA LLC | 4,000 | $219.6K | 0.16% | +4,000 | New |
| HighPoint Advisor Group LLC | 3,580 | $217.6K | 0.01% | +3,580 | New |
| Armstrong Advisory Group, Inc | 4,110 | $217.2K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,901 | $214.2K | 0.00% | −51−1.3% | Reduced |
| Valeo Financial Advisors, LLC | 3,871 | $212.6K | 0.01% | +3,871 | New |
| Atomi Financial Group, Inc. | 3,860 | $212.0K | 0.01% | +3,860 | New |
| Next Level Private LLC | 3,806 | $209.0K | 0.08% | +3,806 | New |
| Eagle Bay Advisors LLC | 3,777 | $208.8K | 0.18% | −550−12.7% | Reduced |
| Corton Capital Inc. | 3,754 | $206.1K | 0.68% | +3,754 | New |
| Quadrature Capital Ltd | 3,675 | $201.7K | 0.00% | +3,675 | New |
| Paladin Advisory Group, LLC | 3,584 | $196.8K | 0.16% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,403 | $186.3K | 0.00% | +757+28.6% | Added |
| PEAK6 LLC | 3,237 | $177.7K | 0.01% | −101,380−96.9% | Reduced |
| Allworth Financial LP | 3,022 | $177.7K | 0.00% | −946−23.8% | Reduced |
| Ci Investments Inc. | 3,088 | $170.0K | 0.00% | +61+2.0% | Added |
| SRS Capital Advisors, Inc. | 2,584 | $141.9K | 0.01% | −171−6.2% | Reduced |
| Private Trust Co NA | 2,426 | $133.2K | 0.01% | +143+6.3% | Added |
| Center for Financial Planning, Inc. | 2,303 | $126.5K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 2,290 | $125.7K | 0.03% | −1,410−38.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,270 | $124.7K | 0.05% | +2,200+3,142.9% | Added |
| Bessemer Group Inc | 2,228 | $122.0K | 0.00% | −378−14.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,191 | $119.4K | 0.00% | +1,009+85.4% | Added |
| Lindbrook Capital, LLC | 2,166 | $118.9K | 0.01% | +507+30.6% | Added |
| Independence Bank of Kentucky | 2,000 | $109.8K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,981 | $108.8K | 0.01% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 1,706 | $93.7K | 0.00% | +293+20.7% | Added |
| Canada Pension Plan Investment Board | 1,700 | $93.3K | 0.00% | +1,700 | New |
| Federation des caisses Desjardins du Quebec | 1,660 | $91.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,536 | $84.3K | 0.00% | +155+11.2% | Added |
| GAMMA Investing LLC | 1,508 | $82.8K | 0.01% | +850+129.2% | Added |
| Salem Investment Counselors Inc | 1,458 | $80.6K | 0.00% | −742−33.7% | Reduced |
| Richardson Financial Services Inc. | 1,466 | $80.5K | 0.06% | −24−1.6% | Reduced |
| Walleye Capital LLC | 1,446 | $79.4K | 0.00% | −55,375−97.5% | Reduced |
| Parallel Advisors, LLC | 1,392 | $76.4K | 0.00% | +85+6.5% | Added |
| Covestor Ltd | 1,356 | $75.0K | 0.05% | +243+21.8% | Added |
| HM Payson & Co | 1,150 | $63.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,080 | $59.3K | 0.01% | −85−7.3% | Reduced |
| Huntington National Bank | 1,032 | $56.7K | 0.00% | −385−27.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,021 | $56.1K | 0.00% | +617+152.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,013 | $54.8K | 0.00% | −100,787−99.0% | Reduced |
| SBI Securities Co., Ltd. | 845 | $46.4K | 0.00% | −22−2.5% | Reduced |
| Nomura Asset Management Co Ltd | 830 | $45.6K | 0.00% | −260−23.9% | Reduced |
| Assetmark, Inc | 816 | $44.8K | 0.00% | +87+11.9% | Added |
| Archer Investment Corp | 800 | $43.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 785 | $43.1K | 0.01% | −49−5.9% | Reduced |
| Valley National Advisers Inc | 800 | $43.0K | 0.01% | −27−3.3% | Reduced |
| Mather Group, LLC. | 710 | $39.0K | 0.00% | +135+23.5% | Added |
| Smartleaf Asset Management LLC | 713 | $38.6K | 0.00% | +56+8.5% | Added |
| NVWM, LLC | 676 | $37.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 666 | $36.6K | 0.00% | +200+42.9% | Added |
| Penserra Capital Management LLC | 661 | $36.0K | 0.00% | +28+4.4% | Added |
| Harbor Capital Advisors, Inc. | 604 | $33.0K | 0.00% | −36−5.6% | Reduced |
| PrairieView Partners, LLC | 608 | $33.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $31.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 567 | $31.1K | 0.00% | +1+0.2% | Added |
| Parkside Financial Bank & Trust | 562 | $30.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 555 | $30.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 528 | $29.0K | 0.00% | −4−0.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 523 | $28.7K | 0.01% | +74+16.5% | Added |
| Darwin Advisors, LLC | 539 | $28.5K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 513 | $28.2K | 0.01% | +215+72.1% | Added |
| Tanglewood Legacy Advisors, LLC | 500 | $27.5K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 475 | $26.1K | 0.00% | +475 | New |
| Signaturefd, LLC | 465 | $25.6K | 0.00% | −1,950−80.7% | Reduced |
| GHP Investment Advisors, Inc. | 441 | $24.2K | 0.00% | +3+0.7% | Added |
| EverSource Wealth Advisors, LLC | 417 | $22.9K | 0.00% | +142+51.6% | Added |
| Lowe Wealth Advisors, LLC | 406 | $22.3K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 401 | $22.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 354 | $19.4K | 0.00% | −1,255−78.0% | Reduced |
| Rossby Financial, LCC | 319 | $19.0K | 0.01% | +319 | New |
| Whipplewood Advisors, LLC | 57 | $18.8K | 0.01% | −255−81.7% | Reduced |
| Central Trust Co | 297 | $16.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 292 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $15.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 269 | $14.8K | 0.01% | −131−32.8% | 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 |
| Harvest Fund Management Co., Ltd | 210 | $12.0K | 0.00% | −60−22.2% | Reduced |
| AdvisorNet Financial, Inc | 217 | $11.9K | 0.00% | −8−3.6% | Reduced |
| Massmutual Trust Co FSB | 216 | $11.9K | 0.00% | −15−6.5% | Reduced |
| Motco | 210 | $11.5K | 0.00% | +210 | New |
| Park Square Financial Group, LLC | 207 | $11.4K | 0.01% | −64−23.6% | Reduced |
| Wayfinding Financial, LLC | 206 | $11.0K | 0.00% | +206 | New |
| Caldwell Sutter Capital, Inc. | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $11.0K | 0.00% | 00.0% | Unchanged |