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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 16,220 | $890.3K | 0.14% | +1,104+7.3% | Added |
| Farther Finance Advisors, LLC | 16,288 | $894.1K | 0.02% | −255−1.5% | Reduced |
| Vestcor Inc | 16,342 | $897.0K | 0.03% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 16,500 | $905.7K | 0.25% | −182−1.1% | Reduced |
| Ascent Group, LLC | 16,511 | $906.3K | 0.04% | −390−2.3% | Reduced |
| Rockland Trust Co | 16,866 | $925.8K | 0.05% | 00.0% | Unchanged |
| Xponance, Inc. | 17,180 | $943.0K | 0.01% | −870−4.8% | Reduced |
| JustInvest LLC | 17,244 | $946.8K | 0.01% | +643+3.9% | Added |
| RSM US Wealth Management LLC | 17,443 | $964.1K | 0.01% | +2,685+18.2% | Added |
| MSH Capital Advisors LLC | 17,734 | $973.4K | 0.28% | −33−0.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 17,903 | $982.7K | 0.17% | +17,903 | New |
| Dynamic Technology Lab Private Ltd | 18,000 | $988.0K | 0.13% | +18,000 | New |
| NJ State Employees Deferred Compensation Plan | 18,000 | $988.0K | 0.12% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 18,125 | $994.9K | 0.00% | −380−2.1% | Reduced |
| Kessler Investment Group, LLC | 18,262 | $1.00M | 0.41% | +1,017+5.9% | Added |
| Neo Ivy Capital Management | 18,292 | $1.00M | 0.32% | +18,292 | New |
| Nomura Holdings Inc | 18,403 | $1.01M | 0.01% | +18,403 | New |
| The PNC Financial Services Group, Inc. | 18,591 | $1.02M | 0.00% | +160+0.9% | Added |
| Convergence Investment Partners, LLC | 18,906 | $1.04M | 0.26% | −3,003−13.7% | Reduced |
| WBI Investments | 18,957 | $1.04M | 0.27% | +18,957 | New |
| Colony Group, LLC | 19,135 | $1.05M | 0.00% | −45−0.2% | Reduced |
| Davy Global Fund Management Ltd | 19,258 | $1.06M | 0.09% | −768−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,327 | $1.06M | 0.00% | +2,999+18.4% | Added |
| Susquehanna International Group, LLP | 19,522 | $1.07M | 0.00% | −94,459−82.9% | Reduced |
| CSS LLC | 19,547 | $1.07M | 0.07% | −6,265−24.3% | Reduced |
| Pictet Asset Management Holding SA | 19,732 | $1.08M | 0.00% | −95−0.5% | Reduced |
| Lecap Asset Management Ltd | 19,770 | $1.09M | 0.38% | −3,409−14.7% | Reduced |
| Macquarie Group Ltd | 19,900 | $1.09M | 0.00% | −78,556−79.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20,476 | $1.12M | 0.00% | +2,534+14.1% | Added |
| Ceera Investments, LLC | 20,510 | $1.13M | 0.34% | 00.0% | Unchanged |
| Ethic Inc. | 20,603 | $1.13M | 0.02% | +2,354+12.9% | Added |
| Advisor Group Holdings, Inc. | 20,860 | $1.15M | 0.00% | −4,103−16.4% | Reduced |
| Quantbot Technologies LP | 21,141 | $1.16M | 0.03% | +821+4.0% | Added |
| Edgestream Partners, L.P. | 21,569 | $1.18M | 0.03% | −171,999−88.9% | Reduced |
| Fox Run Management, L.L.C. | 21,748 | $1.19M | 0.20% | +21,748 | New |
| Sequoia Financial Advisors, LLC | 23,052 | $1.27M | 0.01% | −1,502−6.1% | Reduced |
| Huber Capital Management LLC | 23,200 | $1.27M | 0.22% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 23,233 | $1.28M | 0.46% | 00.0% | Unchanged |
| Vident Advisory, LLC | 23,337 | $1.28M | 0.01% | +3,198+15.9% | Added |
| Castlekeep Investment Advisors LLC | 23,705 | $1.30M | 0.64% | +23,705 | New |
| Chase Investment Counsel Corp | 24,000 | $1.32M | 0.42% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 24,019 | $1.32M | 0.00% | +16,865+235.7% | Added |
| Martingale Asset Management L P | 24,973 | $1.37M | 0.03% | −3,650−12.8% | Reduced |
| Qsemble Capital Management, LP | 25,850 | $1.42M | 0.14% | +15,567+151.4% | Added |
| Measured Wealth Private Client Group, LLC | 25,856 | $1.42M | 0.42% | +579+2.3% | Added |
| Sovereign's Capital Management, LLC | 25,863 | $1.42M | 0.76% | +4,160+19.2% | Added |
| Sciencast Management LP | 25,908 | $1.42M | 0.29% | +25,908 | New |
| Ameritas Investment Partners, Inc. | 25,994 | $1.43M | 0.05% | −342−1.3% | Reduced |
| First Citizens Bank & Trust Co | 26,631 | $1.46M | 0.03% | +15,769+145.2% | Added |
| Caisse de Depot Et Placement du Quebec | 26,717 | $1.47M | 0.00% | +26,717 | New |
| Oregon Public Employees Retirement Fund | 27,424 | $1.51M | 0.03% | +200+0.7% | Added |
| Citigroup Inc | 27,566 | $1.51M | 0.00% | −13,137−32.3% | Reduced |
| New Mexico Educational Retirement Board | 27,800 | $1.53M | 0.05% | 00.0% | Unchanged |
| LGT Group Foundation | 28,289 | $1.55M | 0.02% | −11,032−28.1% | Reduced |
| Kestra Advisory Services, LLC | 28,569 | $1.57M | 0.01% | +1,008+3.7% | Added |
| Neuberger Berman Group LLC | 28,871 | $1.58M | 0.00% | +19,067+194.5% | Added |
| New Age Alpha Advisors, LLC | 29,184 | $1.60M | 0.07% | +120+0.4% | Added |
| Kennondale Capital Management LLC | 29,286 | $1.61M | 1.64% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 29,561 | $1.62M | 0.07% | +7,135+31.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,891 | $1.64M | 0.03% | +130+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,354 | $1.65M | 0.00% | +13,404+84.0% | Added |
| Pinebridge Investments, L.P. | 30,033 | $1.65M | 0.01% | +3,877+14.8% | Added |
| Elo Mutual Pension Insurance Co | 30,179 | $1.66M | 0.03% | +2,744+10.0% | Added |
| Linden Thomas Advisory Services, LLC | 30,192 | $1.66M | 0.18% | −217−0.7% | Reduced |
| Algert Global LLC | 30,200 | $1.66M | 0.03% | +30,200 | New |
| Centiva Capital, LP | 30,490 | $1.67M | 0.11% | +25,149+470.9% | Added |
| Mercer Global Advisors Inc | 30,601 | $1.68M | 0.00% | −1,539−4.8% | Reduced |
| Omers Administration Corp | 31,336 | $1.72M | 0.01% | −700−2.2% | Reduced |
| Thrivent Financial for Lutherans | 31,522 | $1.73M | 0.00% | +140+0.4% | Added |
| State of Michigan Retirement System | 32,168 | $1.77M | 0.01% | +100+0.3% | Added |
| Ritholtz Wealth Management | 32,281 | $1.77M | 0.04% | −324−1.0% | Reduced |
| Natixis Advisors, L.P. | 32,284 | $1.77M | 0.00% | +870+2.8% | Added |
| Natixis | 32,320 | $1.77M | 0.01% | +32,320 | New |
| XTX Topco Ltd | 32,543 | $1.79M | 0.07% | +13,627+72.0% | Added |
| Cetera Investment Advisers | 32,555 | $1.79M | 0.00% | −19,977−38.0% | Reduced |
| Handelsbanken Fonder AB | 33,600 | $1.84M | 0.01% | −2,100−5.9% | Reduced |
| Brevan Howard Capital Management LP | 33,755 | $1.85M | 0.02% | −69,872−67.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,398 | $1.89M | 0.01% | +2,403+7.5% | Added |
| Pathstone Holdings, LLC | 34,469 | $1.90M | 0.01% | +2,915+9.2% | Added |
| Ontario Teachers Pension Plan Board | 34,906 | $1.92M | 0.04% | −23,630−40.4% | Reduced |
| CBOE Vest Financial, LLC | 35,041 | $1.92M | 0.03% | +7,159+25.7% | Added |
| Mariner, LLC | 35,051 | $1.92M | 0.00% | −8,350−19.2% | Reduced |
| GWM Advisors LLC | 35,167 | $1.93M | 0.01% | +697+2.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,392 | $1.94M | 0.08% | +1,236+3.6% | Added |
| M&T Bank Corp | 36,359 | $2.00M | 0.01% | −2,661−6.8% | Reduced |
| Human Investing LLC | 37,150 | $2.04M | 0.32% | −3,797−9.3% | Reduced |
| Cunning Capital Partners, LP | 37,360 | $2.05M | 1.07% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 37,700 | $2.07M | 0.04% | +200+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,997 | $2.09M | 0.01% | +1,927+5.3% | Added |
| Horizon Investments, LLC | 38,556 | $2.12M | 0.03% | +38,527+132,851.7% | Added |
| Virginia Retirement Systems Et Al | 38,800 | $2.13M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 39,063 | $2.14M | 0.01% | −248−0.6% | Reduced |
| Andra AP-fonden | 39,807 | $2.19M | 0.03% | 00.0% | Unchanged |
| Holocene Advisors, LP | 39,915 | $2.19M | 0.01% | +35,650+835.9% | Added |
| Ensign Peak Advisors, Inc | 40,292 | $2.21M | 0.00% | −6,250−13.4% | Reduced |
| Commonwealth Equity Services, LLC | 40,313 | $2.21M | 0.00% | +3,109+8.4% | Added |
| Teacher Retirement System of Texas | 40,852 | $2.24M | 0.01% | +1,949+5.0% | Added |
| Optimist Retirement Group LLC | 41,235 | $2.26M | 1.08% | −3,027−6.8% | Reduced |
| KLP Kapitalforvaltning AS | 42,500 | $2.35M | 0.01% | −17,300−28.9% | Reduced |
| Commerce Bank | 43,110 | $2.37M | 0.01% | −12,637−22.7% | Reduced |