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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 5,182 | $284.4K | 0.00% | +5,182 | New |
| Brinker Capital Investments, LLC | 5,283 | $290.0K | 0.00% | −1,328−20.1% | Reduced |
| DGS Capital Management, LLC | 5,290 | $290.4K | 0.06% | −94−1.7% | Reduced |
| Banque Cantonale Vaudoise | 5,324 | $292.0K | 0.01% | +1,200+29.1% | Added |
| My Legacy Advisors, LLC | 5,166 | $293.2K | 0.10% | −70−1.3% | Reduced |
| Lindenwold Advisors | 5,367 | $294.6K | 0.15% | −243−4.3% | Reduced |
| Affinity Capital Advisors, LLC | 5,500 | $301.9K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,509 | $302.0K | 0.01% | −694−11.2% | Reduced |
| J.W. Cole Advisors, Inc. | 5,511 | $302.5K | 0.01% | +1,304+31.0% | Added |
| Sound Income Strategies, LLC | 5,549 | $304.6K | 0.02% | −137,776−96.1% | Reduced |
| Kingsview Wealth Management, LLC | 5,560 | $305.2K | 0.01% | −100−1.8% | Reduced |
| Diversified Trust Co | 5,582 | $306.4K | 0.01% | +5,582 | New |
| Arnhold LLC | 5,600 | $307.4K | 0.03% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,780 | $319.5K | 0.01% | +38+0.7% | Added |
| IHT Wealth Management, LLC | 5,884 | $322.9K | 0.01% | +111+1.9% | Added |
| ProShare Advisors LLC | 5,936 | $325.8K | 0.00% | +233+4.1% | Added |
| Headlands Technologies LLC | 6,029 | $330.9K | 0.04% | +5,986+13,920.9% | Added |
| Waldron Private Wealth LLC | 6,075 | $335.7K | 0.01% | 00.0% | Unchanged |
| MOKAN Wealth Management Inc. | 6,199 | $340.2K | 0.19% | +41+0.7% | Added |
| Prosperity Consulting Group, LLC | 6,257 | $343.4K | 0.03% | −197−3.1% | Reduced |
| Gsa Capital Partners LLP | 6,385 | $350.0K | 0.02% | −9,816−60.6% | Reduced |
| Entropy Technologies, LP | 6,388 | $350.6K | 0.03% | −17,603−73.4% | Reduced |
| Silver Coast Investments LLC | 6,428 | $352.8K | 0.13% | +332+5.4% | Added |
| Maryland State Retirement & Pension System | 6,486 | $356.0K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 6,515 | $357.6K | 0.01% | −86−1.3% | Reduced |
| Harbour Investments, Inc. | 6,609 | $362.8K | 0.01% | +79+1.2% | Added |
| Focus Financial Network, Inc. | 6,633 | $366.6K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,713 | $368.5K | 0.00% | −966−12.6% | Reduced |
| Leuthold Group, LLC | 6,718 | $368.8K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,744 | $370.2K | 0.01% | +544+8.8% | Added |
| Avantax Advisory Services, Inc. | 6,986 | $383.5K | 0.00% | −1,135−14.0% | Reduced |
| Utah Retirement Systems | 7,009 | $384.7K | 0.00% | −391−5.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 7,159 | $393.0K | 0.02% | −38−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 7,198 | $395.1K | 0.02% | +35+0.5% | Added |
| SageView Advisory Group, LLC | 7,170 | $398.6K | 0.02% | −81−1.1% | Reduced |
| Convergence Financial, LLC | 7,518 | $412.7K | 0.07% | +3,038+67.8% | Added |
| Petrus Trust Company, LTA | 7,644 | $419.6K | 0.04% | +7,644 | New |
| TCM Advisors, LLC | – | $439.1K | 0.37% | – | – |
| AdvisorShares Investments LLC | 8,000 | $439.1K | 0.08% | +8,000 | New |
| IFP Advisors, Inc | 7,436 | $440.7K | 0.01% | −608−7.6% | Reduced |
| Impact Partnership Wealth, LLC | 8,175 | $448.7K | 0.08% | +3,802+86.9% | Added |
| Bayesian Capital Management, LP | 8,321 | $456.7K | 0.07% | −16,100−65.9% | Reduced |
| Sterling Capital Management LLC | 8,347 | $458.2K | 0.01% | +1,327+18.9% | Added |
| Advisors Capital Management, LLC | 8,372 | $459.6K | 0.01% | +97+1.2% | Added |
| Paradigm Financial Partners, LLC | 8,419 | $462.1K | 0.05% | −333−3.8% | Reduced |
| Gallacher Capital Management LLC | 8,502 | $466.7K | 0.22% | +3,631+74.5% | Added |
| TriaGen Wealth Management LLC | 8,679 | $476.4K | 0.14% | −77−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,686 | $476.8K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,714 | $478.3K | 0.01% | −31−0.4% | Reduced |
| Merit Financial Group, LLC | 8,856 | $486.1K | 0.01% | +2,060+30.3% | Added |
| Ronald Blue Trust, Inc. | 8,972 | $492.5K | 0.01% | +959+12.0% | Added |
| Boston Family Office LLC | 9,000 | $494.0K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 9,110 | $500.0K | 0.03% | −110−1.2% | Reduced |
| Sherbrooke Park Advisers LLC | 9,113 | $500.2K | 0.22% | +9,113 | New |
| Daiwa Securities Group Inc. | 9,300 | $510.0K | 0.00% | +9,300 | New |
| Brown Advisory Inc | 9,314 | $511.2K | 0.00% | −2,628−22.0% | Reduced |
| Wedmont Private Capital | 9,213 | $512.4K | 0.02% | +97+1.1% | Added |
| Aviva PLC | 9,335 | $512.4K | 0.00% | +9,335 | New |
| AE Wealth Management LLC | 9,387 | $515.3K | 0.00% | −26−0.3% | Reduced |
| Credit Industriel Et Commercial | 9,493 | $521.1K | 0.08% | +9,493 | New |
| Point72 (DIFC) Ltd | 9,673 | $531.0K | 0.04% | +9,673 | New |
| Chesley Taft & Associates LLC | 9,786 | $537.2K | 0.02% | +128+1.3% | Added |
| Farringdon Capital, Ltd. | 9,838 | $540.0K | 0.18% | +9,838 | New |
| Guggenheim Capital LLC | 9,852 | $540.8K | 0.00% | −220−2.2% | Reduced |
| Sunbelt Securities, Inc. | 10,263 | $542.3K | 0.05% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 9,988 | $548.2K | 0.20% | −124−1.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $552.6K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 10,165 | $558.0K | 0.02% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10,551 | $580.0K | 0.01% | +10,533+58,516.7% | Added |
| CWC Advisors, LLC. | 10,610 | $582.4K | 0.30% | +251+2.4% | Added |
| Fifth Third Bancorp | 10,868 | $596.5K | 0.00% | +40.0% | Added |
| Bridgefront Capital, LLC | 11,439 | $627.9K | 0.17% | −22,218−66.0% | Reduced |
| Inceptionr LLC | 11,538 | $633.3K | 0.15% | −625−5.1% | Reduced |
| RMB Capital Management, LLC | 11,711 | $647.2K | 0.01% | +11,711 | New |
| Aviso Wealth Management | 11,917 | $654.1K | 0.31% | 00.0% | Unchanged |
| US Bancorp | 12,340 | $677.3K | 0.00% | +58+0.5% | Added |
| Affinity Wealth Management LLC | 12,649 | $694.3K | 0.11% | +312+2.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,133 | $720.9K | 0.01% | +325+2.5% | Added |
| FIL Ltd | 13,146 | $721.6K | 0.00% | −563−4.1% | Reduced |
| Journey Strategic Wealth LLC | 13,171 | $722.9K | 0.02% | +1,414+12.0% | Added |
| Hancock Whitney Corp | 13,526 | $742.4K | 0.01% | +572+4.4% | Added |
| Jones Financial Companies LLLP | 13,624 | $747.0K | 0.00% | +557+4.3% | Added |
| New York Life Investment Management LLC | 13,896 | $762.8K | 0.01% | −649−4.5% | Reduced |
| Public Employees Retirement Association of Colorado | 14,290 | $784.0K | 0.00% | −512−3.5% | Reduced |
| Bayforest Capital Ltd | 14,303 | $785.1K | 0.34% | +14,303 | New |
| Range Financial Group LLC | 14,543 | $798.3K | 0.31% | −44−0.3% | Reduced |
| Claret Asset Management Corp | 14,874 | $816.0K | 0.11% | – | – |
| SummitTX Capital, L.P. | 14,942 | $820.2K | 0.04% | −4,942−24.9% | Reduced |
| HighTower Advisors, LLC | 14,963 | $821.3K | 0.00% | −2,078−12.2% | Reduced |
| RBF Capital, LLC | 15,000 | $823.4K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 15,159 | $832.0K | 0.00% | +197+1.3% | Added |
| Legacy Bridge, LLC | 15,265 | $837.9K | 0.40% | 00.0% | Unchanged |
| South Dakota Investment Council | 15,301 | $840.0K | 0.02% | −17,561−53.4% | Reduced |
| MML Investors Services, LLC | 15,312 | $840.0K | 0.00% | −5,832−27.6% | Reduced |
| Baird Financial Group, Inc. | 15,553 | $853.7K | 0.00% | −1,666−9.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15,681 | $860.8K | 0.10% | +3,181+25.4% | Added |
| Toroso Investments, LLC | 15,721 | $862.9K | 0.01% | +621+4.1% | Added |
| QRG Capital Management, Inc. | 16,180 | $888.1K | 0.01% | −5,689−26.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,195 | $888.9K | 0.00% | +16,195 | New |
| Point72 Hong Kong Ltd | 16,209 | $889.7K | 0.06% | +16,209 | New |