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 |
|---|---|---|---|---|---|
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 657 | $36.1K | 0.06% | +657 | New |
| NVWM, LLC | 676 | $37.1K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 717 | $39.0K | 0.00% | +56+8.5% | Added |
| Northwestern Mutual Wealth Management Co | 711 | $39.0K | 0.00% | +357+100.8% | Added |
| Valley National Advisers Inc | 800 | $43.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 800 | $43.9K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 820 | $45.0K | 0.00% | −25−3.0% | Reduced |
| Versant Capital Management, Inc | 821 | $45.1K | 0.01% | +36+4.6% | Added |
| Nomura Asset Management Co Ltd | 830 | $45.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 866 | $47.5K | 0.00% | +200+30.0% | Added |
| EverSource Wealth Advisors, LLC | 914 | $50.2K | 0.00% | +497+119.2% | Added |
| Principal Securities, Inc. | 937 | $51.4K | 0.00% | −8,167−89.7% | Reduced |
| Employees Retirement System of Texas | 1,000 | $55.0K | 0.00% | +1,000 | New |
| Danske Bank A/S | 1,018 | $55.9K | 0.00% | +818+409.0% | Added |
| Assetmark, Inc | 1,071 | $58.8K | 0.00% | +255+31.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,082 | $59.4K | 0.00% | +69+6.8% | Added |
| Covestor Ltd | 1,113 | $61.0K | 0.04% | −243−17.9% | Reduced |
| HM Payson & Co | 1,150 | $63.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,226 | $67.1K | 0.01% | +513+71.9% | Added |
| Skopos Labs, Inc. | 1,257 | $69.0K | 0.01% | +744+145.0% | Added |
| Salem Investment Counselors Inc | 1,314 | $72.6K | 0.00% | −144−9.9% | Reduced |
| Geneos Wealth Management Inc. | 1,346 | $73.9K | 0.00% | −360−21.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,343 | $74.0K | 0.00% | +1,343 | New |
| Huntington National Bank | 1,359 | $74.6K | 0.00% | +327+31.7% | Added |
| Richardson Financial Services Inc. | 1,345 | $75.0K | 0.05% | −121−8.3% | Reduced |
| Harbor Capital Advisors, Inc. | 1,409 | $77.0K | 0.00% | +805+133.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,470 | $80.7K | 0.03% | −800−35.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,491 | $81.8K | 0.00% | +470+46.0% | Added |
| Parallel Advisors, LLC | 1,526 | $83.8K | 0.00% | +134+9.6% | Added |
| Bryn Mawr Trust Co | 1,536 | $84.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,660 | $91.1K | 0.00% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 1,769 | $97.1K | 0.00% | +1,769 | New |
| Global Retirement Partners, LLC | 1,917 | $105.2K | 0.00% | +1,917 | New |
| North Star Investment Management Corp. | 1,982 | $108.8K | 0.01% | +1+0.1% | Added |
| Independence Bank of Kentucky | 2,000 | $109.8K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,160 | $118.6K | 0.01% | +652+43.2% | Added |
| Bessemer Group Inc | 2,236 | $123.0K | 0.00% | +8+0.4% | Added |
| State of Wyoming | 2,250 | $123.5K | 0.02% | +2,234+13,962.5% | Added |
| Private Trust Co NA | 2,283 | $125.3K | 0.01% | −143−5.9% | Reduced |
| Center for Financial Planning, Inc. | 2,303 | $126.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,358 | $129.4K | 0.05% | +2,358 | New |
| Ci Investments Inc. | 2,371 | $130.0K | 0.00% | −717−23.2% | Reduced |
| Medallion Wealth Advisors, LLC | 2,400 | $133.9K | 0.05% | +2,400 | New |
| SRS Capital Advisors, Inc. | 2,537 | $139.5K | 0.01% | −47−1.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,745 | $150.5K | 0.00% | +554+25.3% | Added |
| EMC Capital Management | 2,917 | $160.0K | 0.09% | −2,595−47.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,955 | $162.2K | 0.01% | +2,955 | New |
| STRS Ohio | 3,169 | $173.9K | 0.00% | +3,169 | New |
| KBC Group NV | 3,387 | $186.0K | 0.00% | −2,393−41.4% | Reduced |
| CIBC Private Wealth Group, LLC | 3,487 | $191.4K | 0.00% | +84+2.5% | Added |
| Paladin Advisory Group, LLC | 3,584 | $196.7K | 0.15% | 00.0% | Unchanged |
| Keybank National Association | 3,685 | $202.3K | 0.00% | −530−12.6% | Reduced |
| Advisors Asset Management, Inc. | 3,789 | $208.0K | 0.00% | −112−2.9% | Reduced |
| Eagle Bay Advisors LLC | 3,779 | $208.9K | 0.17% | +2+0.1% | Added |
| Next Level Private LLC | 3,832 | $210.3K | 0.07% | +26+0.7% | Added |
| Cahill Financial Advisors Inc | 3,854 | $211.5K | 0.03% | −916−19.2% | Reduced |
| Brown Capital Management LLC | 3,915 | $214.9K | 0.01% | −274−6.5% | Reduced |
| AlphaStar Capital Management, LLC | 3,945 | $216.5K | 0.02% | +3,945 | New |
| EP Wealth Advisors, LLC | 3,982 | $218.5K | 0.00% | −627−13.6% | Reduced |
| Csenge Advisory Group | 3,854 | $219.5K | 0.01% | −1,959−33.7% | Reduced |
| Corient IA LLC | 4,000 | $219.6K | 0.13% | 00.0% | Unchanged |
| Belmont Capital, LLC | 4,000 | $219.6K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,039 | $221.7K | 0.01% | −180−4.3% | Reduced |
| Valeo Financial Advisors, LLC | 4,044 | $221.9K | 0.01% | +173+4.5% | Added |
| Thrive Wealth Management, LLC | 4,054 | $222.5K | 0.04% | +9+0.2% | Added |
| Westshore Wealth, LLC | 4,060 | $222.9K | 0.09% | −26−0.6% | Reduced |
| Prossimo Advisors, LLC | 4,070 | $223.0K | 0.18% | −201−4.7% | Reduced |
| Armstrong Advisory Group, Inc | 4,110 | $225.6K | 0.02% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 4,120 | $226.1K | 0.18% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,126 | $226.5K | 0.16% | +105+2.6% | Added |
| Vise Technologies, Inc. | 4,175 | $229.2K | 0.01% | +4,175 | New |
| Brown Brothers Harriman & Co | 4,180 | $229.4K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,208 | $231.0K | 0.00% | +12+0.3% | Added |
| Robeco Institutional Asset Management B.V. | 4,242 | $232.8K | 0.00% | −289,052−98.6% | Reduced |
| Walleye Capital LLC | 4,255 | $233.6K | 0.00% | +2,809+194.3% | Added |
| Tower Research Capital LLC (TRC) | 4,279 | $234.9K | 0.01% | −1,901−30.8% | Reduced |
| Coldstream Capital Management Inc | 4,288 | $235.4K | 0.00% | −205−4.6% | Reduced |
| D.A. Davidson & Co. | 4,327 | $237.5K | 0.00% | +32+0.7% | Added |
| CIBC Asset Management Inc | 4,364 | $239.5K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 4,409 | $242.0K | 0.00% | +5+0.1% | Added |
| CIBC World Markets Inc. | 4,431 | $243.2K | 0.00% | −3,023−40.6% | Reduced |
| Atomi Financial Group, Inc. | 4,478 | $245.8K | 0.01% | +618+16.0% | Added |
| Fifth Third Wealth Advisors LLC | 4,522 | $248.2K | 0.01% | −60−1.3% | Reduced |
| Shelton Capital Management | 4,748 | $260.6K | 0.01% | −322−6.4% | Reduced |
| Guyasuta Investment Advisors Inc | 4,800 | $263.5K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 4,803 | $263.6K | 0.02% | 00.0% | Unchanged |
| NDVR, Inc. | 4,824 | $264.8K | 0.25% | +151+3.2% | Added |
| Two Sigma Securities, LLC | 4,862 | $266.9K | 0.03% | −2,760−36.2% | Reduced |
| Level Four Advisory Services, LLC | 4,953 | $271.9K | 0.01% | −8−0.2% | Reduced |
| Umb Bank N A | 4,954 | $271.9K | 0.00% | −526−9.6% | Reduced |
| Taylor Hoffman Capital Management LLC | 4,972 | $272.9K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 4,979 | $273.3K | 0.00% | +1,957+64.8% | Added |
| Arcus Capital Partners, LLC | 4,989 | $273.8K | 0.12% | −1,066−17.6% | Reduced |
| Everett Harris & Co | 5,000 | $274.4K | 0.00% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 5,000 | $274.4K | 0.07% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $274.4K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,000 | $274.4K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,018 | $275.0K | 0.00% | −9,496−65.4% | Reduced |
| Captrust Financial Advisors | 5,140 | $282.1K | 0.00% | +1,127+28.1% | Added |
| Jain Global LLC | 5,170 | $283.8K | 0.00% | +855+19.8% | Added |