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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 0 | $29 | 0.00% | −6−100.0% | Reduced |
| Bellwether Advisors, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $165 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 5 | $275 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 6 | $329 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $330 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 8 | $440 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $494 | 0.00% | +4+80.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $496 | 0.00% | +6+200.0% | Added |
| AdvisorNet Financial, Inc | 10 | $549 | 0.00% | −207−95.4% | Reduced |
| South State Corp. | 10 | $549 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 10 | $549 | 0.00% | +5+100.0% | Added |
| True Wealth Design, LLC | 10 | $549 | 0.00% | +7+233.3% | Added |
| GPS Wealth Strategies Group, LLC | 10 | $549 | 0.00% | +8+400.0% | Added |
| Maseco LLP | 13 | $713 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 16 | $879 | 0.00% | −11−40.7% | Reduced |
| Cromwell Holdings LLC | 16 | $884 | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 17 | $929 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $989 | 0.00% | +18 | New |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 26 | $1.43K | 0.00% | −24−48.0% | Reduced |
| Ameritas Advisory Services, LLC | 27 | $1.48K | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 27 | $1.48K | 0.00% | −1−3.6% | Reduced |
| First Command Advisory Services, Inc. | 29 | $1.59K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 38 | $2.09K | 0.00% | +38 | New |
| CVA Family Office, LLC | 41 | $2.25K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 41 | $2.25K | 0.00% | +41 | New |
| Bokf, NA | 42 | $2.31K | 0.00% | −14,245−99.7% | Reduced |
| Financial Management Professionals, Inc. | 42 | $2.32K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 45 | $2.47K | 0.00% | +24+114.3% | Added |
| Pineridge Advisors LLC | 50 | $2.73K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 52 | $2.85K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $2.91K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 58 | $2.99K | 0.00% | +58 | New |
| Brown, Lisle/Cummings, Inc. | 56 | $3.08K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $3.29K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 65 | $3.55K | 0.00% | +1+1.6% | Added |
| Clean Yield Group | 69 | $3.79K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 71 | $3.90K | 0.00% | −2−2.7% | Reduced |
| Fortitude Family Office, LLC | 72 | $3.95K | 0.00% | −1−1.4% | Reduced |
| First Horizon Advisors, Inc. | 76 | $4.17K | 0.00% | +69+985.7% | Added |
| WealthCollab, LLC | 78 | $4.28K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 79 | $4.34K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 79 | $4.34K | 0.00% | +79 | New |
| Curio Wealth, LLC | 86 | $4.72K | 0.00% | +85+8,500.0% | Added |
| Darwin Advisors, LLC | 89 | $4.93K | 0.00% | −450−83.5% | Reduced |
| Pandora Wealth, Inc. | 96 | $5.27K | 0.00% | +96 | New |
| Rossby Financial, LCC | 98 | $5.38K | 0.00% | −221−69.3% | Reduced |
| Park Square Financial Group, LLC | 104 | $5.71K | 0.00% | −103−49.8% | Reduced |
| Dogwood Wealth Management LLC | 108 | $5.97K | 0.00% | +108 | New |
| Farmers & Merchants Investments Inc | 114 | $6.26K | 0.00% | +8+7.5% | Added |
| JFS Wealth Advisors, LLC | 114 | $6.26K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 118 | $6.48K | 0.00% | −29−19.7% | Reduced |
| LRI Investments, LLC | 121 | $6.64K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 124 | $6.81K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 134 | $7.36K | 0.00% | +134 | New |
| Atlas Capital Advisors LLC | 135 | $7.41K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 140 | $7.68K | 0.00% | +140 | New |
| Whittier Trust Co | 146 | $8.01K | 0.00% | −146−50.0% | Reduced |
| Garde Capital, Inc. | 160 | $8.78K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 164 | $9.00K | 0.00% | +36+28.1% | Added |
| FSA Wealth Management LLC | 167 | $9.17K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 170 | $9.33K | 0.00% | +170 | New |
| Grove Bank & Trust | 171 | $9.39K | 0.00% | +20+13.2% | Added |
| Bell Investment Advisors, Inc | 180 | $9.88K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 218 | $12.0K | 0.00% | +212+3,533.3% | Added |
| Massmutual Trust Co FSB | 224 | $12.3K | 0.00% | +8+3.7% | Added |
| Wood Tarver Financial Group, LLC | 241 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 229 | $13.0K | 0.00% | +19+9.0% | Added |
| Asset Dedication, LLC | 241 | $13.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 247 | $14.0K | 0.00% | +219+782.1% | Added |
| TSFG, LLC | 253 | $14.0K | 0.00% | +253 | New |
| Rise Advisors, LLC | 272 | $14.9K | 0.01% | +3+1.1% | Added |
| Optiver Holding B.V. | 273 | $15.0K | 0.00% | +140+105.3% | Added |
| Pacific Center for Financial Services | 280 | $15.4K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 297 | $16.3K | 0.01% | +250+531.9% | Added |
| Central Trust Co | 297 | $16.3K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 300 | $16.5K | 0.00% | +300 | New |
| Larson Financial Group LLC | 328 | $18.0K | 0.00% | +304+1,266.7% | Added |
| Whipplewood Advisors, LLC | 354 | $19.4K | 0.01% | +297+521.1% | Added |
| GHP Investment Advisors, Inc. | 376 | $20.7K | 0.00% | −65−14.7% | Reduced |
| Harbor Asset Planning, Inc. | 379 | $20.8K | 0.02% | +379 | New |
| Eastern Bank | 400 | $22.0K | 0.00% | −1−0.2% | Reduced |
| Lowe Wealth Advisors, LLC | 406 | $22.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 430 | $23.6K | 0.00% | +355+473.3% | Added |
| Cherry Tree Wealth Management, LLC | 449 | $24.6K | 0.01% | −74−14.1% | Reduced |
| Quarry LP | 470 | $25.8K | 0.01% | −1,820−79.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $27.4K | 0.00% | −55−9.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 500 | $27.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 500 | $27.4K | 0.01% | +500 | New |
| MAI Capital Management | 506 | $27.8K | 0.00% | +456+912.0% | Added |
| Spire Wealth Management | 527 | $28.9K | 0.00% | −1−0.2% | Reduced |
| Parkside Financial Bank & Trust | 562 | $30.8K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $31.3K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 608 | $33.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 628 | $34.5K | 0.03% | +612+3,825.0% | Added |
| Signaturefd, LLC | 651 | $35.8K | 0.00% | +186+40.0% | Added |