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 |
|---|---|---|---|---|---|
| Comerica Bank | 106,982 | $5.87M | 0.02% | +2,934+2.8% | Added |
| Crawford Investment Counsel Inc | 101,004 | $5.54M | 0.10% | −2,674−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 100,306 | $5.51M | 0.00% | −5,831−5.5% | Reduced |
| Rodgers Brothers Inc. | 99,900 | $5.48M | 0.69% | −10,000−9.1% | Reduced |
| Allianz Asset Management GmbH | 98,144 | $5.39M | 0.01% | +14,328+17.1% | Added |
| Jacobs Levy Equity Management, Inc | 98,134 | $5.39M | 0.02% | +98,134 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 97,904 | $5.37M | 0.02% | −175,217−64.2% | Reduced |
| Cerity Partners LLC | 95,911 | $5.26M | 0.01% | +470+0.5% | Added |
| Segall Bryant & Hamill, LLC | 95,000 | $5.21M | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 94,844 | $5.21M | 0.01% | −24,814−20.7% | Reduced |
| National Bank of Canada | 94,197 | $5.17M | 0.01% | +90,147+2,225.9% | Added |
| Verition Fund Management LLC | 92,737 | $5.09M | 0.03% | +47,886+106.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 90,635 | $4.97M | 0.12% | +71,316+369.1% | Added |
| Campbell & CO Investment Adviser LLC | 89,888 | $4.93M | 0.31% | +66,975+292.3% | Added |
| Intech Investment Management LLC | 89,765 | $4.93M | 0.05% | −22,344−19.9% | Reduced |
| Amundi | 87,712 | $4.90M | 0.00% | +913+1.1% | Added |
| Schroder Investment Management Group | 88,576 | $4.86M | 0.00% | −5,773−6.1% | Reduced |
| Redwood Investment Management, LLC | 87,449 | $4.80M | 0.51% | −5,205−5.6% | Reduced |
| Blue Whale Capital LLP | 86,990 | $4.77M | 0.31% | −473,917−84.5% | Reduced |
| Illinois Municipal Retirement Fund | 86,742 | $4.76M | 0.06% | +31,494+57.0% | Added |
| New York State Common Retirement Fund | 83,979 | $4.61M | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 82,519 | $4.53M | 0.06% | +74,935+988.1% | Added |
| Creative Planning | 81,801 | $4.49M | 0.00% | −42−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 81,599 | $4.48M | 0.03% | −625−0.8% | Reduced |
| Royce & Associates LP | 79,456 | $4.36M | 0.04% | −63,300−44.3% | Reduced |
| Nisa Investment Advisors, LLC | 78,415 | $4.34M | 0.02% | +17,530+28.8% | Added |
| State of Wisconsin Investment Board | 78,843 | $4.33M | 0.01% | −6,210−7.3% | Reduced |
| Victory Capital Management Inc | 77,224 | $4.24M | 0.00% | −36,380−32.0% | Reduced |
| ING Groep NV | 76,600 | $4.20M | 0.03% | +76,600 | New |
| O'Shaughnessy Asset Management, LLC | 76,019 | $4.17M | 0.03% | +2,037+2.8% | Added |
| TrimTabs Asset Management, LLC | 75,326 | $4.13M | 0.58% | +1,288+1.7% | Added |
| Quantinno Capital Management LP | 73,992 | $4.06M | 0.02% | +32,532+78.5% | Added |
| Wells Fargo & Company | 70,680 | $3.88M | 0.00% | −77,076−52.2% | Reduced |
| Empowered Funds, LLC | 68,423 | $3.76M | 0.04% | −159,511−70.0% | Reduced |
| Janney Montgomery Scott LLC | 67,738 | $3.72M | 0.01% | +865+1.3% | Added |
| Mutual of America Capital Management LLC | 66,578 | $3.65M | 0.04% | −2,313−3.4% | Reduced |
| Los Angeles Capital Management LLC | 64,905 | $3.56M | 0.01% | −302,484−82.3% | Reduced |
| LPL Financial LLC | 63,358 | $3.48M | 0.00% | −43,832−40.9% | Reduced |
| Amalgamated Bank | 62,580 | $3.44M | 0.03% | +755+1.2% | Added |
| Kendall Capital Management | 62,420 | $3.43M | 0.91% | +7,670+14.0% | Added |
| State of Alaska, Department of Revenue | 57,968 | $3.18M | 0.03% | −715−1.2% | Reduced |
| HRT Financial LP | 57,453 | $3.15M | 0.01% | −425,484−88.1% | Reduced |
| Aurora Investment Counsel | 56,026 | $3.08M | 1.62% | +630+1.1% | Added |
| Round Hill Asset Management | 55,731 | $3.06M | 2.07% | −474−0.8% | Reduced |
| State of Tennessee, Treasury Department | 55,436 | $3.04M | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 53,264 | $2.92M | 0.01% | +2,719+5.4% | Added |
| Trexquant Investment LP | 53,077 | $2.91M | 0.03% | −73,814−58.2% | Reduced |
| Rings Capital Management LLC | 53,000 | $2.91M | 1.41% | 00.0% | Unchanged |
| Bank of Nova Scotia | 51,071 | $2.80M | 0.01% | +45,362+794.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 50,553 | $2.77M | 0.03% | +1,476+3.0% | Added |
| Caxton Associates LLP | 48,719 | $2.67M | 0.07% | +10,747+28.3% | Added |
| Teachers Retirement System of the State of Kentucky | 47,628 | $2.61M | 0.02% | 00.0% | Unchanged |
| Auxier Asset Management | 46,259 | $2.54M | 0.37% | −178−0.4% | Reduced |
| Tealwood Asset Management Inc | 46,001 | $2.52M | 1.12% | −1,373−2.9% | Reduced |
| Public Employees Retirement System of Ohio | 45,885 | $2.52M | 0.01% | −1,068−2.3% | Reduced |
| Burney Co | 45,842 | $2.52M | 0.09% | +1,112+2.5% | Added |
| Yousif Capital Management, LLC | 45,428 | $2.49M | 0.03% | −699−1.5% | Reduced |
| State of New Jersey Common Pension Fund D | 44,945 | $2.47M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 43,871 | $2.45M | 0.00% | −56,730−56.4% | Reduced |
| Stifel Financial Corp | 44,250 | $2.43M | 0.00% | −7,731−14.9% | Reduced |
| Deutsche Bank AG | 43,320 | $2.38M | 0.00% | −4,355−9.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 43,254 | $2.37M | 0.02% | −114−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 43,128 | $2.37M | 0.01% | −6,691−13.4% | Reduced |
| Commerce Bank | 43,110 | $2.37M | 0.01% | −12,637−22.7% | Reduced |
| KLP Kapitalforvaltning AS | 42,500 | $2.35M | 0.01% | −17,300−28.9% | Reduced |
| Optimist Retirement Group LLC | 41,235 | $2.26M | 1.08% | −3,027−6.8% | Reduced |
| Teacher Retirement System of Texas | 40,852 | $2.24M | 0.01% | +1,949+5.0% | Added |
| Commonwealth Equity Services, LLC | 40,313 | $2.21M | 0.00% | +3,109+8.4% | Added |
| Ensign Peak Advisors, Inc | 40,292 | $2.21M | 0.00% | −6,250−13.4% | Reduced |
| Holocene Advisors, LP | 39,915 | $2.19M | 0.01% | +35,650+835.9% | Added |
| Andra AP-fonden | 39,807 | $2.19M | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 39,063 | $2.14M | 0.01% | −248−0.6% | Reduced |
| Virginia Retirement Systems Et Al | 38,800 | $2.13M | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 38,556 | $2.12M | 0.03% | +38,527+132,851.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,997 | $2.09M | 0.01% | +1,927+5.3% | Added |
| Louisiana State Employees Retirement System | 37,700 | $2.07M | 0.04% | +200+0.5% | Added |
| Cunning Capital Partners, LP | 37,360 | $2.05M | 1.07% | 00.0% | Unchanged |
| Human Investing LLC | 37,150 | $2.04M | 0.32% | −3,797−9.3% | Reduced |
| M&T Bank Corp | 36,359 | $2.00M | 0.01% | −2,661−6.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,392 | $1.94M | 0.08% | +1,236+3.6% | Added |
| GWM Advisors LLC | 35,167 | $1.93M | 0.01% | +697+2.0% | Added |
| Mariner, LLC | 35,051 | $1.92M | 0.00% | −8,350−19.2% | Reduced |
| CBOE Vest Financial, LLC | 35,041 | $1.92M | 0.03% | +7,159+25.7% | Added |
| Ontario Teachers Pension Plan Board | 34,906 | $1.92M | 0.04% | −23,630−40.4% | Reduced |
| Pathstone Holdings, LLC | 34,469 | $1.90M | 0.01% | +2,915+9.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,398 | $1.89M | 0.01% | +2,403+7.5% | Added |
| Brevan Howard Capital Management LP | 33,755 | $1.85M | 0.02% | −69,872−67.4% | Reduced |
| Handelsbanken Fonder AB | 33,600 | $1.84M | 0.01% | −2,100−5.9% | Reduced |
| Cetera Investment Advisers | 32,555 | $1.79M | 0.00% | −19,977−38.0% | Reduced |
| XTX Topco Ltd | 32,543 | $1.79M | 0.07% | +13,627+72.0% | Added |
| Natixis | 32,320 | $1.77M | 0.01% | +32,320 | New |
| Natixis Advisors, L.P. | 32,284 | $1.77M | 0.00% | +870+2.8% | Added |
| Ritholtz Wealth Management | 32,281 | $1.77M | 0.04% | −324−1.0% | Reduced |
| State of Michigan Retirement System | 32,168 | $1.77M | 0.01% | +100+0.3% | Added |
| Thrivent Financial for Lutherans | 31,522 | $1.73M | 0.00% | +140+0.4% | Added |
| Omers Administration Corp | 31,336 | $1.72M | 0.01% | −700−2.2% | Reduced |
| Mercer Global Advisors Inc | 30,601 | $1.68M | 0.00% | −1,539−4.8% | Reduced |
| Centiva Capital, LP | 30,490 | $1.67M | 0.11% | +25,149+470.9% | Added |
| Algert Global LLC | 30,200 | $1.66M | 0.03% | +30,200 | New |
| Linden Thomas Advisory Services, LLC | 30,192 | $1.66M | 0.18% | −217−0.7% | Reduced |