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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 43,128 | $2.37M | 0.01% | −6,691−13.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 43,254 | $2.37M | 0.02% | −114−0.3% | Reduced |
| Deutsche Bank AG | 43,320 | $2.38M | 0.00% | −4,355−9.1% | Reduced |
| Stifel Financial Corp | 44,250 | $2.43M | 0.00% | −7,731−14.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 43,871 | $2.45M | 0.00% | −56,730−56.4% | Reduced |
| State of New Jersey Common Pension Fund D | 44,945 | $2.47M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 45,428 | $2.49M | 0.03% | −699−1.5% | Reduced |
| Burney Co | 45,842 | $2.52M | 0.09% | +1,112+2.5% | Added |
| Public Employees Retirement System of Ohio | 45,885 | $2.52M | 0.01% | −1,068−2.3% | Reduced |
| Tealwood Asset Management Inc | 46,001 | $2.52M | 1.12% | −1,373−2.9% | Reduced |
| Auxier Asset Management | 46,259 | $2.54M | 0.37% | −178−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 47,628 | $2.61M | 0.02% | 00.0% | Unchanged |
| Caxton Associates LLP | 48,719 | $2.67M | 0.07% | +10,747+28.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 50,553 | $2.77M | 0.03% | +1,476+3.0% | Added |
| Bank of Nova Scotia | 51,071 | $2.80M | 0.01% | +45,362+794.6% | Added |
| Rings Capital Management LLC | 53,000 | $2.91M | 1.41% | 00.0% | Unchanged |
| Trexquant Investment LP | 53,077 | $2.91M | 0.03% | −73,814−58.2% | Reduced |
| Agf Management Ltd | 53,264 | $2.92M | 0.01% | +2,719+5.4% | Added |
| State of Tennessee, Treasury Department | 55,436 | $3.04M | 0.01% | 00.0% | Unchanged |
| Round Hill Asset Management | 55,731 | $3.06M | 2.07% | −474−0.8% | Reduced |
| Aurora Investment Counsel | 56,026 | $3.08M | 1.62% | +630+1.1% | Added |
| HRT Financial LP | 57,453 | $3.15M | 0.01% | −425,484−88.1% | Reduced |
| State of Alaska, Department of Revenue | 57,968 | $3.18M | 0.03% | −715−1.2% | Reduced |
| Kendall Capital Management | 62,420 | $3.43M | 0.91% | +7,670+14.0% | Added |
| Amalgamated Bank | 62,580 | $3.44M | 0.03% | +755+1.2% | Added |
| LPL Financial LLC | 63,358 | $3.48M | 0.00% | −43,832−40.9% | Reduced |
| Los Angeles Capital Management LLC | 64,905 | $3.56M | 0.01% | −302,484−82.3% | Reduced |
| Mutual of America Capital Management LLC | 66,578 | $3.65M | 0.04% | −2,313−3.4% | Reduced |
| Janney Montgomery Scott LLC | 67,738 | $3.72M | 0.01% | +865+1.3% | Added |
| Empowered Funds, LLC | 68,423 | $3.76M | 0.04% | −159,511−70.0% | Reduced |
| Wells Fargo & Company | 70,680 | $3.88M | 0.00% | −77,076−52.2% | Reduced |
| Quantinno Capital Management LP | 73,992 | $4.06M | 0.02% | +32,532+78.5% | Added |
| TrimTabs Asset Management, LLC | 75,326 | $4.13M | 0.58% | +1,288+1.7% | Added |
| O'Shaughnessy Asset Management, LLC | 76,019 | $4.17M | 0.03% | +2,037+2.8% | Added |
| ING Groep NV | 76,600 | $4.20M | 0.03% | +76,600 | New |
| Victory Capital Management Inc | 77,224 | $4.24M | 0.00% | −36,380−32.0% | Reduced |
| State of Wisconsin Investment Board | 78,843 | $4.33M | 0.01% | −6,210−7.3% | Reduced |
| Nisa Investment Advisors, LLC | 78,415 | $4.34M | 0.02% | +17,530+28.8% | Added |
| Royce & Associates LP | 79,456 | $4.36M | 0.04% | −63,300−44.3% | Reduced |
| Brandywine Global Investment Management, LLC | 81,599 | $4.48M | 0.03% | −625−0.8% | Reduced |
| Creative Planning | 81,801 | $4.49M | 0.00% | −42−0.1% | Reduced |
| Jump Financial, LLC | 82,519 | $4.53M | 0.06% | +74,935+988.1% | Added |
| New York State Common Retirement Fund | 83,979 | $4.61M | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 86,742 | $4.76M | 0.06% | +31,494+57.0% | Added |
| Blue Whale Capital LLP | 86,990 | $4.77M | 0.31% | −473,917−84.5% | Reduced |
| Redwood Investment Management, LLC | 87,449 | $4.80M | 0.51% | −5,205−5.6% | Reduced |
| Schroder Investment Management Group | 88,576 | $4.86M | 0.00% | −5,773−6.1% | Reduced |
| Amundi | 87,712 | $4.90M | 0.00% | +913+1.1% | Added |
| Intech Investment Management LLC | 89,765 | $4.93M | 0.05% | −22,344−19.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 89,888 | $4.93M | 0.31% | +66,975+292.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 90,635 | $4.97M | 0.12% | +71,316+369.1% | Added |
| Verition Fund Management LLC | 92,737 | $5.09M | 0.03% | +47,886+106.8% | Added |
| National Bank of Canada | 94,197 | $5.17M | 0.01% | +90,147+2,225.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 94,844 | $5.21M | 0.01% | −24,814−20.7% | Reduced |
| Segall Bryant & Hamill, LLC | 95,000 | $5.21M | 0.07% | 00.0% | Unchanged |
| Cerity Partners LLC | 95,911 | $5.26M | 0.01% | +470+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 97,904 | $5.37M | 0.02% | −175,217−64.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 98,134 | $5.39M | 0.02% | +98,134 | New |
| Allianz Asset Management GmbH | 98,144 | $5.39M | 0.01% | +14,328+17.1% | Added |
| Rodgers Brothers Inc. | 99,900 | $5.48M | 0.69% | −10,000−9.1% | Reduced |
| Manufacturers Life Insurance Company, The | 100,306 | $5.51M | 0.00% | −5,831−5.5% | Reduced |
| Crawford Investment Counsel Inc | 101,004 | $5.54M | 0.10% | −2,674−2.6% | Reduced |
| Comerica Bank | 106,982 | $5.87M | 0.02% | +2,934+2.8% | Added |
| Mackenzie Financial Corp | 106,993 | $5.87M | 0.01% | +80,436+302.9% | Added |
| Great West Life Assurance Co | 107,640 | $5.91M | 0.01% | −4,983−4.4% | Reduced |
| Storebrand Asset Management AS | 108,181 | $5.94M | 0.02% | −20,000−15.6% | Reduced |
| Prudential Financial Inc | 99,666 | $5.95M | 0.01% | +23,624+31.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 108,500 | $5.96M | 0.03% | −189,000−63.5% | Reduced |
| Twinbeech Capital LP | 108,591 | $5.96M | 0.14% | +108,591 | New |
| Engineers Gate Manager LP | 111,331 | $6.11M | 0.08% | +40,721+57.7% | Added |
| Capital Fund Management S.A. | 112,516 | $6.18M | 0.07% | −91,627−44.9% | Reduced |
| Russell Investments Group, Ltd. | 113,705 | $6.23M | 0.01% | +87,783+338.6% | Added |
| Nordea Investment Management AB | 116,020 | $6.30M | 0.01% | −1,297−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 121,071 | $6.65M | 0.11% | −5,415−4.3% | Reduced |
| Franklin Resources Inc | 124,572 | $6.84M | 0.00% | −191,271−60.6% | Reduced |
| Ruffer LLP | 125,597 | $6.89M | 0.30% | +26,976+27.4% | Added |
| California State Teachers Retirement System | 128,301 | $7.04M | 0.01% | −403−0.3% | Reduced |
| Tectonic Advisors LLC | 144,047 | $7.91M | 0.46% | +11,523+8.7% | Added |
| Landscape Capital Management, L.L.C. | 144,653 | $7.94M | 0.62% | +26,258+22.2% | Added |
| Balyasny Asset Management LLC | 147,826 | $8.11M | 0.02% | −1,139,070−88.5% | Reduced |
| Bank of Montreal | 147,921 | $8.12M | 0.00% | +119,902+427.9% | Added |
| Point72 Asset Management, L.P. | 149,900 | $8.23M | 0.02% | +149,900 | New |
| New York State Teachers Retirement System | 151,679 | $8.33M | 0.02% | −965−0.6% | Reduced |
| Two Sigma Advisers, LP | 152,800 | $8.39M | 0.02% | +61,900+68.1% | Added |
| DekaBank Deutsche Girozentrale | 154,795 | $8.39M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 153,225 | $8.41M | 0.02% | −110,416−41.9% | Reduced |
| State Board of Administration of Florida Retirement System | 161,153 | $8.85M | 0.02% | +460+0.3% | Added |
| HSBC Holdings PLC | 164,564 | $8.96M | 0.01% | +99,105+151.4% | Added |
| CI Private Wealth, LLC | 166,168 | $9.12M | 0.01% | −459−0.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,175 | $9.34M | 0.02% | +570.0% | Added |
| UBS Asset Management Americas Inc | 172,098 | $9.45M | 0.00% | −704,282−80.4% | Reduced |
| Raymond James Financial Inc | 176,204 | $9.67M | 0.00% | −25,228−12.5% | Reduced |
| Midwest Trust Co | 176,320 | $9.68M | 0.13% | +176,320 | New |
| Cambria Investment Management, L.P. | 185,603 | $10.2M | 0.69% | −21,045−10.2% | Reduced |
| Alliancebernstein L.P. | 186,691 | $10.2M | 0.00% | −3,419−1.8% | Reduced |
| Ameriprise Financial Inc | 195,528 | $10.7M | 0.00% | −132,796−40.4% | Reduced |
| Treasurer of the State of North Carolina | 200,058 | $11.0M | 0.04% | +89,119+80.3% | Added |
| Canada Pension Plan Investment Board | 200,800 | $11.0M | 0.01% | +199,100+11,711.8% | Added |
| Ibex Wealth Advisors | 201,325 | $11.1M | 1.18% | +6,437+3.3% | Added |
| Federated Hermes, Inc. | 213,993 | $11.7M | 0.02% | +121,131+130.4% | Added |