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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 180 | $9.88K | 0.00% | +9+5.3% | Added |
| FSA Wealth Management LLC | 167 | $9.17K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 160 | $8.79K | 0.00% | +160 | New |
| Grove Bank & Trust | 151 | $8.29K | 0.00% | +93+160.3% | Added |
| Stephens Consulting, LLC | 147 | $8.07K | 0.00% | +147 | New |
| CoreCap Advisors, LLC | 143 | $7.85K | 0.00% | +139+3,475.0% | Added |
| Atlas Capital Advisors LLC | 135 | $7.41K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 133 | $7.30K | 0.00% | +133 | New |
| Hemington Wealth Management | 128 | $7.00K | 0.00% | +53+70.7% | Added |
| Atlantic Trust, LLC | 124 | $6.81K | 0.00% | +124 | New |
| LRI Investments, LLC | 121 | $6.64K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 114 | $6.26K | 0.00% | −16−12.3% | Reduced |
| Farmers & Merchants Investments Inc | 106 | $5.82K | 0.00% | +49+86.0% | Added |
| Curio Wealth, LLC | 1 | $4.54K | 0.00% | −85−98.8% | Reduced |
| Legacy Wealth Managment, LLC | 79 | $4.34K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 78 | $4.28K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $4.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 73 | $4.01K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 73 | $4.01K | 0.00% | +2+2.8% | Added |
| Clean Yield Group | 69 | $3.79K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 64 | $3.53K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $3.29K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 56 | $3.08K | 0.00% | +56 | New |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $2.91K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 52 | $2.85K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 50 | $2.75K | 0.00% | −45−47.4% | Reduced |
| Aventura Private Wealth, LLC | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 50 | $2.73K | 0.00% | +50 | New |
| Caitong International Asset Management Co., Ltd | 47 | $2.58K | 0.00% | −164−77.7% | Reduced |
| Headlands Technologies LLC | 43 | $2.36K | 0.00% | +43 | New |
| Financial Management Professionals, Inc. | 42 | $2.31K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 41 | $2.25K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 28 | $2.00K | 0.00% | +28 | New |
| CX Institutional | 28 | $2.00K | 0.00% | +28 | New |
| Horizon Investments, LLC | 29 | $1.59K | 0.00% | −38−56.7% | Reduced |
| First Command Advisory Services, Inc. | 29 | $1.59K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $1.54K | 0.00% | +1+3.7% | Added |
| SJS Investment Consulting Inc. | 27 | $1.48K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $1.32K | 0.00% | +3+14.3% | Added |
| Global Financial Private Client, LLC | 24 | $1.32K | 0.00% | +17+242.9% | Added |
| Binnacle Investments Inc | 21 | $1.15K | 0.00% | +21 | New |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $1.01K | 0.00% | +7+70.0% | Added |
| Picton Mahoney Asset Management | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 16 | $879 | 0.00% | +5+45.5% | Added |
| WPG Advisers, LLC | 16 | $879 | 0.00% | +16 | New |
| Greenline Partners, LLC | 12 | $659 | 0.00% | +12 | New |
| South State Corp. | 10 | $550 | 0.00% | +10 | New |
| Halbert Hargrove Global Advisors, LLC | 10 | $550 | 0.00% | +10 | New |
| West Branch Capital LLC | 8 | $440 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $384 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6 | $367 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $330 | 0.00% | −7−53.8% | Reduced |
| Clearstead Advisors, LLC | 6 | $330 | 0.00% | −2−25.0% | Reduced |
| Highline Wealth Partners LLC | 6 | $329 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 5 | $275 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $275 | 0.00% | +5 | New |
| True Wealth Design, LLC | 3 | $165 | 0.00% | −23−88.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $165 | 0.00% | +3 | New |
| GPS Wealth Strategies Group, LLC | 2 | $110 | 0.00% | +2 | New |
| Semmax Financial Advisors Inc. | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $55 | 0.00% | −28−96.6% | Reduced |
| Bellwether Advisors, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −6,414−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −192,728−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −65,155−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −59,800−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −53,715−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −52,170−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −45,020−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −38,774−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −33,815−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −27,414−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −26,920−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −26,671−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −19,241−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −18,187−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,184−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −17,656−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −17,081−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −15,548−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −14,828−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −14,502−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −13,348−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −11,632−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −11,216−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,941−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −10,822−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −10,571−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −10,486−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −7,803−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −7,451−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −5,878−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −9,677−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |