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, Q2 2025
Institutional positions in H&R Block Inc as of Jun 30, 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
- 563
- +3 vs. Q1 2025
- Shares held
- 123.6M
- −4.89M (−3.8%) vs. Q1 2025
- Total value
- $6.79B
- −$210.9M (−3.0%) vs. Q1 2025
- New holders
- 63
- 196 more added
- Sold out
- 60
- 208 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,128,502 | $885.3M | 0.02% | +205,488+1.3% | Added |
| FMR LLC | 13,850,032 | $760.2M | 0.04% | −844,792−5.7% | Reduced |
| Vanguard Group Inc | 13,842,573 | $759.8M | 0.01% | −326,413−2.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,432,672 | $243.3M | 0.89% | −193,495−4.2% | Reduced |
| State Street Corp | 4,221,017 | $233.3M | 0.01% | −255,824−5.7% | Reduced |
| Boston Partners | 3,233,854 | $177.5M | 0.20% | −534,058−14.2% | Reduced |
| Lazard Asset Management LLC | 3,186,469 | $174.9M | 0.24% | −543,838−14.6% | Reduced |
| Geode Capital Management, LLC | 2,849,655 | $156.4M | 0.01% | +150,184+5.6% | Added |
| Northern Trust Corp | 2,480,832 | $136.2M | 0.02% | −127,664−4.9% | Reduced |
| Dimensional Fund Advisors LP | 2,260,257 | $124.1M | 0.03% | −22,195−1.0% | Reduced |
| Wellington Management Group LLP | 2,252,526 | $123.6M | 0.02% | +110,538+5.2% | Added |
| Morgan Stanley | 2,054,586 | $112.8M | 0.01% | −95,426−4.4% | Reduced |
| Citadel Advisors LLC | 1,834,417 | $100.7M | 0.09% | +1,195,527+187.1% | Added |
| Norges Bank | 1,782,215 | $97.8M | 0.01% | +662,800+59.2% | Added |
| Qube Research & Technologies Ltd | 1,750,760 | $96.1M | 0.13% | +312,776+21.8% | Added |
| Charles Schwab Investment Management Inc | 1,635,983 | $89.8M | 0.02% | −52,768−3.1% | Reduced |
| Bank of New York Mellon Corp | 1,630,953 | $89.5M | 0.02% | −26,235−1.6% | Reduced |
| AQR Capital Management LLC | 1,617,221 | $88.5M | 0.07% | −171,819−9.6% | Reduced |
| LSV Asset Management | 1,609,281 | $88.3M | 0.21% | −58,371−3.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,598,656 | $87.8M | 0.06% | +83,103+5.5% | Added |
| Goldman Sachs Group Inc | 1,548,538 | $85.0M | 0.01% | +700,006+82.5% | Added |
| Royal Bank of Canada | 1,503,106 | $82.5M | 0.02% | +258,248+20.7% | Added |
| D. E. Shaw & Co., Inc. | 1,134,593 | $62.3M | 0.06% | +172,575+17.9% | Added |
| Marshall Wace, LLP | 1,091,626 | $59.9M | 0.07% | +215,472+24.6% | Added |
| Bank of America Corp | 1,012,087 | $55.6M | 0.00% | −205,727−16.9% | Reduced |
| Price T Rowe Associates Inc | 986,597 | $54.2M | 0.01% | +9,800+1.0% | Added |
| NewEdge Wealth, LLC | 954,198 | $52.6M | 0.82% | −56,248−5.6% | Reduced |
| Boston Trust Walden Corp | 864,851 | $47.5M | 0.34% | +129,094+17.5% | Added |
| Voloridge Investment Management, LLC | 863,653 | $47.4M | 0.17% | +255,900+42.1% | Added |
| Truist Financial Corp | 813,898 | $44.7M | 0.07% | +46,529+6.1% | Added |
| UBS Group AG | 756,546 | $41.5M | 0.01% | +16,991+2.3% | Added |
| First Trust Advisors LP | 741,385 | $40.7M | 0.03% | +84,972+12.9% | Added |
| JPMorgan Chase & Co | 739,127 | $40.6M | 0.00% | −204,279−21.7% | Reduced |
| Wedge Capital Management L L P | 737,997 | $40.5M | 0.72% | −44,951−5.7% | Reduced |
| Pacer Advisors, Inc. | 663,507 | $36.4M | 0.09% | −371,895−35.9% | Reduced |
| Bridgewater Associates, LP | 632,818 | $34.7M | 0.14% | +108,375+20.7% | Added |
| Envestnet Asset Management Inc | 615,826 | $33.8M | 0.01% | −87,846−12.5% | Reduced |
| BNP Paribas Arbitrage, SA | 603,884 | $33.1M | 0.03% | −20,114−3.2% | Reduced |
| Miller Howard Investments Inc | 561,218 | $30.8M | 0.98% | +7,058+1.3% | Added |
| Nuveen, LLC | 512,763 | $28.1M | 0.01% | −315,633−38.1% | Reduced |
| Barclays PLC | 497,311 | $27.3M | 0.01% | +384,783+341.9% | Added |
| Prevatt Capital Ltd | 460,000 | $25.2M | 8.74% | 00.0% | Unchanged |
| Jane Street Group, LLC | 456,917 | $25.1M | 0.04% | −191,156−29.5% | Reduced |
| California Public Employees Retirement System | 432,911 | $23.8M | 0.02% | −91,854−17.5% | Reduced |
| SEI Investments Co | 403,876 | $22.2M | 0.03% | +23,503+6.2% | Added |
| Rhumbline Advisers | 397,828 | $21.8M | 0.02% | −8,289−2.0% | Reduced |
| Invesco Ltd. | 383,733 | $21.1M | 0.00% | −35,270−8.4% | Reduced |
| Retirement Systems of Alabama | 381,020 | $20.9M | 0.07% | +722+0.2% | Added |
| Acadian Asset Management LLC | 377,756 | $20.7M | 0.04% | +377,756 | New |
| Man Group plc | 359,462 | $19.7M | 0.04% | −134,040−27.2% | Reduced |
| Voya Investment Management LLC | 349,625 | $19.2M | 0.02% | +40,235+13.0% | Added |
| Janus Henderson Group PLC | 349,276 | $19.2M | 0.01% | +272,120+352.7% | Added |
| Swedbank AB | 346,150 | $19.0M | 0.02% | +346,150 | New |
| Millennium Management LLC | 342,857 | $18.8M | 0.02% | −685,122−66.6% | Reduced |
| Alps Advisors Inc | 310,425 | $17.0M | 0.10% | −2,887−0.9% | Reduced |
| Moran Wealth Management, LLC | 309,526 | $17.0M | 0.53% | −871−0.3% | Reduced |
| Principal Financial Group Inc | 303,909 | $16.7M | 0.01% | −4,750−1.5% | Reduced |
| Legal & General Group Plc | 286,537 | $15.7M | 0.00% | −716−0.2% | Reduced |
| Liontrust Investment Partners LLP | 276,776 | $15.2M | 0.22% | −43,991−13.7% | Reduced |
| Cubist Systematic Strategies, LLC | 266,674 | $14.6M | 0.16% | +266,674 | New |
| American Century Companies Inc | 259,445 | $14.2M | 0.01% | +210,037+425.1% | Added |
| Swiss National Bank | 255,700 | $14.0M | 0.01% | −9,800−3.7% | Reduced |
| Tudor Investment Corp Et Al | 224,369 | $12.3M | 0.09% | +213,577+1,979.0% | Added |
| Federated Hermes, Inc. | 213,993 | $11.7M | 0.02% | +121,131+130.4% | Added |
| Ibex Wealth Advisors | 201,325 | $11.1M | 1.18% | +6,437+3.3% | Added |
| Canada Pension Plan Investment Board | 200,800 | $11.0M | 0.01% | +199,100+11,711.8% | Added |
| Treasurer of the State of North Carolina | 200,058 | $11.0M | 0.04% | +89,119+80.3% | Added |
| Ameriprise Financial Inc | 195,528 | $10.7M | 0.00% | −132,796−40.4% | Reduced |
| Alliancebernstein L.P. | 186,691 | $10.2M | 0.00% | −3,419−1.8% | Reduced |
| Cambria Investment Management, L.P. | 185,603 | $10.2M | 0.69% | −21,045−10.2% | Reduced |
| Midwest Trust Co | 176,320 | $9.68M | 0.13% | +176,320 | New |
| Raymond James Financial Inc | 176,204 | $9.67M | 0.00% | −25,228−12.5% | Reduced |
| UBS Asset Management Americas Inc | 172,098 | $9.45M | 0.00% | −704,282−80.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,175 | $9.34M | 0.02% | +570.0% | Added |
| CI Private Wealth, LLC | 166,168 | $9.12M | 0.01% | −459−0.3% | Reduced |
| HSBC Holdings PLC | 164,564 | $8.96M | 0.01% | +99,105+151.4% | Added |
| State Board of Administration of Florida Retirement System | 161,153 | $8.85M | 0.02% | +460+0.3% | Added |
| Two Sigma Investments, LP | 153,225 | $8.41M | 0.02% | −110,416−41.9% | Reduced |
| DekaBank Deutsche Girozentrale | 154,795 | $8.39M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 152,800 | $8.39M | 0.02% | +61,900+68.1% | Added |
| New York State Teachers Retirement System | 151,679 | $8.33M | 0.02% | −965−0.6% | Reduced |
| Point72 Asset Management, L.P. | 149,900 | $8.23M | 0.02% | +149,900 | New |
| Bank of Montreal | 147,921 | $8.12M | 0.00% | +119,902+427.9% | Added |
| Balyasny Asset Management LLC | 147,826 | $8.11M | 0.02% | −1,139,070−88.5% | Reduced |
| Landscape Capital Management, L.L.C. | 144,653 | $7.94M | 0.62% | +26,258+22.2% | Added |
| Tectonic Advisors LLC | 144,047 | $7.91M | 0.46% | +11,523+8.7% | Added |
| California State Teachers Retirement System | 128,301 | $7.04M | 0.01% | −403−0.3% | Reduced |
| Ruffer LLP | 125,597 | $6.89M | 0.30% | +26,976+27.4% | Added |
| Franklin Resources Inc | 124,572 | $6.84M | 0.00% | −191,271−60.6% | Reduced |
| Crossmark Global Holdings, Inc. | 121,071 | $6.65M | 0.11% | −5,415−4.3% | Reduced |
| Nordea Investment Management AB | 116,020 | $6.30M | 0.01% | −1,297−1.1% | Reduced |
| Russell Investments Group, Ltd. | 113,705 | $6.23M | 0.01% | +87,783+338.6% | Added |
| Capital Fund Management S.A. | 112,516 | $6.18M | 0.07% | −91,627−44.9% | Reduced |
| Engineers Gate Manager LP | 111,331 | $6.11M | 0.08% | +40,721+57.7% | Added |
| Twinbeech Capital LP | 108,591 | $5.96M | 0.14% | +108,591 | New |
| Skandinaviska Enskilda Banken AB (publ) | 108,500 | $5.96M | 0.03% | −189,000−63.5% | Reduced |
| Prudential Financial Inc | 99,666 | $5.95M | 0.01% | +23,624+31.1% | Added |
| Storebrand Asset Management AS | 108,181 | $5.94M | 0.02% | −20,000−15.6% | Reduced |
| Great West Life Assurance Co | 107,640 | $5.91M | 0.01% | −4,983−4.4% | Reduced |
| Mackenzie Financial Corp | 106,993 | $5.87M | 0.01% | +80,436+302.9% | Added |