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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 224,369 | $12.3M | 0.09% | +213,577+1,979.0% | Added |
| Swiss National Bank | 255,700 | $14.0M | 0.01% | −9,800−3.7% | Reduced |
| American Century Companies Inc | 259,445 | $14.2M | 0.01% | +210,037+425.1% | Added |
| Cubist Systematic Strategies, LLC | 266,674 | $14.6M | 0.16% | +266,674 | New |
| Liontrust Investment Partners LLP | 276,776 | $15.2M | 0.22% | −43,991−13.7% | Reduced |
| Legal & General Group Plc | 286,537 | $15.7M | 0.00% | −716−0.2% | Reduced |
| Principal Financial Group Inc | 303,909 | $16.7M | 0.01% | −4,750−1.5% | Reduced |
| Moran Wealth Management, LLC | 309,526 | $17.0M | 0.53% | −871−0.3% | Reduced |
| Alps Advisors Inc | 310,425 | $17.0M | 0.10% | −2,887−0.9% | Reduced |
| Millennium Management LLC | 342,857 | $18.8M | 0.02% | −685,122−66.6% | Reduced |
| Swedbank AB | 346,150 | $19.0M | 0.02% | +346,150 | New |
| Janus Henderson Group PLC | 349,276 | $19.2M | 0.01% | +272,120+352.7% | Added |
| Voya Investment Management LLC | 349,625 | $19.2M | 0.02% | +40,235+13.0% | Added |
| Man Group plc | 359,462 | $19.7M | 0.04% | −134,040−27.2% | Reduced |
| Acadian Asset Management LLC | 377,756 | $20.7M | 0.04% | +377,756 | New |
| Retirement Systems of Alabama | 381,020 | $20.9M | 0.07% | +722+0.2% | Added |
| Invesco Ltd. | 383,733 | $21.1M | 0.00% | −35,270−8.4% | Reduced |
| Rhumbline Advisers | 397,828 | $21.8M | 0.02% | −8,289−2.0% | Reduced |
| SEI Investments Co | 403,876 | $22.2M | 0.03% | +23,503+6.2% | Added |
| California Public Employees Retirement System | 432,911 | $23.8M | 0.02% | −91,854−17.5% | Reduced |
| Jane Street Group, LLC | 456,917 | $25.1M | 0.04% | −191,156−29.5% | Reduced |
| Prevatt Capital Ltd | 460,000 | $25.2M | 8.74% | 00.0% | Unchanged |
| Barclays PLC | 497,311 | $27.3M | 0.01% | +384,783+341.9% | Added |
| Nuveen, LLC | 512,763 | $28.1M | 0.01% | −315,633−38.1% | Reduced |
| Miller Howard Investments Inc | 561,218 | $30.8M | 0.98% | +7,058+1.3% | Added |
| BNP Paribas Arbitrage, SA | 603,884 | $33.1M | 0.03% | −20,114−3.2% | Reduced |
| Envestnet Asset Management Inc | 615,826 | $33.8M | 0.01% | −87,846−12.5% | Reduced |
| Bridgewater Associates, LP | 632,818 | $34.7M | 0.14% | +108,375+20.7% | Added |
| Pacer Advisors, Inc. | 663,507 | $36.4M | 0.09% | −371,895−35.9% | Reduced |
| Wedge Capital Management L L P | 737,997 | $40.5M | 0.72% | −44,951−5.7% | Reduced |
| JPMorgan Chase & Co | 739,127 | $40.6M | 0.00% | −204,279−21.7% | Reduced |
| First Trust Advisors LP | 741,385 | $40.7M | 0.03% | +84,972+12.9% | Added |
| UBS Group AG | 756,546 | $41.5M | 0.01% | +16,991+2.3% | Added |
| Truist Financial Corp | 813,898 | $44.7M | 0.07% | +46,529+6.1% | Added |
| Voloridge Investment Management, LLC | 863,653 | $47.4M | 0.17% | +255,900+42.1% | Added |
| Boston Trust Walden Corp | 864,851 | $47.5M | 0.34% | +129,094+17.5% | Added |
| NewEdge Wealth, LLC | 954,198 | $52.6M | 0.82% | −56,248−5.6% | Reduced |
| Price T Rowe Associates Inc | 986,597 | $54.2M | 0.01% | +9,800+1.0% | Added |
| Bank of America Corp | 1,012,087 | $55.6M | 0.00% | −205,727−16.9% | Reduced |
| Marshall Wace, LLP | 1,091,626 | $59.9M | 0.07% | +215,472+24.6% | Added |
| D. E. Shaw & Co., Inc. | 1,134,593 | $62.3M | 0.06% | +172,575+17.9% | Added |
| Royal Bank of Canada | 1,503,106 | $82.5M | 0.02% | +258,248+20.7% | Added |
| Goldman Sachs Group Inc | 1,548,538 | $85.0M | 0.01% | +700,006+82.5% | Added |
| Arrowstreet Capital, Limited Partnership | 1,598,656 | $87.8M | 0.06% | +83,103+5.5% | Added |
| LSV Asset Management | 1,609,281 | $88.3M | 0.21% | −58,371−3.5% | Reduced |
| AQR Capital Management LLC | 1,617,221 | $88.5M | 0.07% | −171,819−9.6% | Reduced |
| Bank of New York Mellon Corp | 1,630,953 | $89.5M | 0.02% | −26,235−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,635,983 | $89.8M | 0.02% | −52,768−3.1% | Reduced |
| Qube Research & Technologies Ltd | 1,750,760 | $96.1M | 0.13% | +312,776+21.8% | Added |
| Norges Bank | 1,782,215 | $97.8M | 0.01% | +662,800+59.2% | Added |
| Citadel Advisors LLC | 1,834,417 | $100.7M | 0.09% | +1,195,527+187.1% | Added |
| Morgan Stanley | 2,054,586 | $112.8M | 0.01% | −95,426−4.4% | Reduced |
| Wellington Management Group LLP | 2,252,526 | $123.6M | 0.02% | +110,538+5.2% | Added |
| Dimensional Fund Advisors LP | 2,260,257 | $124.1M | 0.03% | −22,195−1.0% | Reduced |
| Northern Trust Corp | 2,480,832 | $136.2M | 0.02% | −127,664−4.9% | Reduced |
| Geode Capital Management, LLC | 2,849,655 | $156.4M | 0.01% | +150,184+5.6% | Added |
| Lazard Asset Management LLC | 3,186,469 | $174.9M | 0.24% | −543,838−14.6% | Reduced |
| Boston Partners | 3,233,854 | $177.5M | 0.20% | −534,058−14.2% | Reduced |
| State Street Corp | 4,221,017 | $233.3M | 0.01% | −255,824−5.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,432,672 | $243.3M | 0.89% | −193,495−4.2% | Reduced |
| Vanguard Group Inc | 13,842,573 | $759.8M | 0.01% | −326,413−2.3% | Reduced |
| FMR LLC | 13,850,032 | $760.2M | 0.04% | −844,792−5.7% | Reduced |
| BlackRock, Inc. | 16,128,502 | $885.3M | 0.02% | +205,488+1.3% | Added |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −744,117−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −343,928−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −306,203−100.0% | Sold out |
| New Vernon Capital Holdings II LLC | 0 | $0 | 0.00% | −621,252−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −177,709−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −148,150−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −75,526−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −56,639−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −54,159−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −42,100−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −37,265−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −33,403−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −30,650−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −28,260−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −23,987−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −21,985−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −20,023−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,568−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −17,499−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −16,204−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,625−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −11,831−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,554−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,613−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −9,979−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −9,266−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −8,833−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −8,581−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −8,522−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −8,460−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −8,280−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −7,503−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,857−100.0% | Sold out |