H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 30,179 | $1.66M | 0.03% | +2,744+10.0% | Added |
| Pinebridge Investments, L.P. | 30,033 | $1.65M | 0.01% | +3,877+14.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,354 | $1.65M | 0.00% | +13,404+84.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,891 | $1.64M | 0.03% | +130+0.4% | Added |
| CWA Asset Management Group, LLC | 29,561 | $1.62M | 0.07% | +7,135+31.8% | Added |
| Kennondale Capital Management LLC | 29,286 | $1.61M | 1.64% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 29,184 | $1.60M | 0.07% | +120+0.4% | Added |
| Neuberger Berman Group LLC | 28,871 | $1.58M | 0.00% | +19,067+194.5% | Added |
| Kestra Advisory Services, LLC | 28,569 | $1.57M | 0.01% | +1,008+3.7% | Added |
| LGT Group Foundation | 28,289 | $1.55M | 0.02% | −11,032−28.1% | Reduced |
| New Mexico Educational Retirement Board | 27,800 | $1.53M | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 27,566 | $1.51M | 0.00% | −13,137−32.3% | Reduced |
| Oregon Public Employees Retirement Fund | 27,424 | $1.51M | 0.03% | +200+0.7% | Added |
| Caisse de Depot Et Placement du Quebec | 26,717 | $1.47M | 0.00% | +26,717 | New |
| First Citizens Bank & Trust Co | 26,631 | $1.46M | 0.03% | +15,769+145.2% | Added |
| Ameritas Investment Partners, Inc. | 25,994 | $1.43M | 0.05% | −342−1.3% | Reduced |
| Sciencast Management LP | 25,908 | $1.42M | 0.29% | +25,908 | New |
| Sovereign's Capital Management, LLC | 25,863 | $1.42M | 0.76% | +4,160+19.2% | Added |
| Measured Wealth Private Client Group, LLC | 25,856 | $1.42M | 0.42% | +579+2.3% | Added |
| Qsemble Capital Management, LP | 25,850 | $1.42M | 0.14% | +15,567+151.4% | Added |
| Martingale Asset Management L P | 24,973 | $1.37M | 0.03% | −3,650−12.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 24,019 | $1.32M | 0.00% | +16,865+235.7% | Added |
| Chase Investment Counsel Corp | 24,000 | $1.32M | 0.42% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 23,705 | $1.30M | 0.64% | +23,705 | New |
| Vident Advisory, LLC | 23,337 | $1.28M | 0.01% | +3,198+15.9% | Added |
| Argyle Capital Management Inc. | 23,233 | $1.28M | 0.46% | 00.0% | Unchanged |
| Huber Capital Management LLC | 23,200 | $1.27M | 0.22% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 23,052 | $1.27M | 0.01% | −1,502−6.1% | Reduced |
| Fox Run Management, L.L.C. | 21,748 | $1.19M | 0.20% | +21,748 | New |
| Edgestream Partners, L.P. | 21,569 | $1.18M | 0.03% | −171,999−88.9% | Reduced |
| Quantbot Technologies LP | 21,141 | $1.16M | 0.03% | +821+4.0% | Added |
| Advisor Group Holdings, Inc. | 20,860 | $1.15M | 0.00% | −4,103−16.4% | Reduced |
| Ethic Inc. | 20,603 | $1.13M | 0.02% | +2,354+12.9% | Added |
| Ceera Investments, LLC | 20,510 | $1.13M | 0.34% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20,476 | $1.12M | 0.00% | +2,534+14.1% | Added |
| Macquarie Group Ltd | 19,900 | $1.09M | 0.00% | −78,556−79.8% | Reduced |
| Lecap Asset Management Ltd | 19,770 | $1.09M | 0.38% | −3,409−14.7% | Reduced |
| Pictet Asset Management Holding SA | 19,732 | $1.08M | 0.00% | −95−0.5% | Reduced |
| CSS LLC | 19,547 | $1.07M | 0.07% | −6,265−24.3% | Reduced |
| Susquehanna International Group, LLP | 19,522 | $1.07M | 0.00% | −94,459−82.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,327 | $1.06M | 0.00% | +2,999+18.4% | Added |
| Davy Global Fund Management Ltd | 19,258 | $1.06M | 0.09% | −768−3.8% | Reduced |
| Colony Group, LLC | 19,135 | $1.05M | 0.00% | −45−0.2% | Reduced |
| WBI Investments | 18,957 | $1.04M | 0.27% | +18,957 | New |
| Convergence Investment Partners, LLC | 18,906 | $1.04M | 0.26% | −3,003−13.7% | Reduced |
| The PNC Financial Services Group, Inc. | 18,591 | $1.02M | 0.00% | +160+0.9% | Added |
| Nomura Holdings Inc | 18,403 | $1.01M | 0.01% | +18,403 | New |
| Neo Ivy Capital Management | 18,292 | $1.00M | 0.32% | +18,292 | New |
| Kessler Investment Group, LLC | 18,262 | $1.00M | 0.41% | +1,017+5.9% | Added |
| Wealthfront Advisers LLC | 18,125 | $994.9K | 0.00% | −380−2.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $988.0K | 0.12% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 18,000 | $988.0K | 0.13% | +18,000 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 17,903 | $982.7K | 0.17% | +17,903 | New |
| MSH Capital Advisors LLC | 17,734 | $973.4K | 0.28% | −33−0.2% | Reduced |
| RSM US Wealth Management LLC | 17,443 | $964.1K | 0.01% | +2,685+18.2% | Added |
| JustInvest LLC | 17,244 | $946.8K | 0.01% | +643+3.9% | Added |
| Xponance, Inc. | 17,180 | $943.0K | 0.01% | −870−4.8% | Reduced |
| Rockland Trust Co | 16,866 | $925.8K | 0.05% | 00.0% | Unchanged |
| Ascent Group, LLC | 16,511 | $906.3K | 0.04% | −390−2.3% | Reduced |
| Ifrah Financial Services, Inc. | 16,500 | $905.7K | 0.25% | −182−1.1% | Reduced |
| Vestcor Inc | 16,342 | $897.0K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 16,288 | $894.1K | 0.02% | −255−1.5% | Reduced |
| Advisory Research Inc | 16,220 | $890.3K | 0.14% | +1,104+7.3% | Added |
| Point72 Hong Kong Ltd | 16,209 | $889.7K | 0.06% | +16,209 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 16,195 | $888.9K | 0.00% | +16,195 | New |
| QRG Capital Management, Inc. | 16,180 | $888.1K | 0.01% | −5,689−26.0% | Reduced |
| Toroso Investments, LLC | 15,721 | $862.9K | 0.01% | +621+4.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 15,681 | $860.8K | 0.10% | +3,181+25.4% | Added |
| Baird Financial Group, Inc. | 15,553 | $853.7K | 0.00% | −1,666−9.7% | Reduced |
| 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 |
| Legacy Bridge, LLC | 15,265 | $837.9K | 0.40% | 00.0% | Unchanged |
| CWM, LLC | 15,159 | $832.0K | 0.00% | +197+1.3% | Added |
| RBF Capital, LLC | 15,000 | $823.4K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,963 | $821.3K | 0.00% | −2,078−12.2% | Reduced |
| SummitTX Capital, L.P. | 14,942 | $820.2K | 0.04% | −4,942−24.9% | Reduced |
| Claret Asset Management Corp | 14,874 | $816.0K | 0.11% | – | – |
| Range Financial Group LLC | 14,543 | $798.3K | 0.31% | −44−0.3% | Reduced |
| Bayforest Capital Ltd | 14,303 | $785.1K | 0.34% | +14,303 | New |
| Public Employees Retirement Association of Colorado | 14,290 | $784.0K | 0.00% | −512−3.5% | Reduced |
| New York Life Investment Management LLC | 13,896 | $762.8K | 0.01% | −649−4.5% | Reduced |
| Jones Financial Companies LLLP | 13,624 | $747.0K | 0.00% | +557+4.3% | Added |
| Hancock Whitney Corp | 13,526 | $742.4K | 0.01% | +572+4.4% | Added |
| Journey Strategic Wealth LLC | 13,171 | $722.9K | 0.02% | +1,414+12.0% | Added |
| FIL Ltd | 13,146 | $721.6K | 0.00% | −563−4.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,133 | $720.9K | 0.01% | +325+2.5% | Added |
| Affinity Wealth Management LLC | 12,649 | $694.3K | 0.11% | +312+2.5% | Added |
| US Bancorp | 12,340 | $677.3K | 0.00% | +58+0.5% | Added |
| Aviso Wealth Management | 11,917 | $654.1K | 0.31% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 11,711 | $647.2K | 0.01% | +11,711 | New |
| Inceptionr LLC | 11,538 | $633.3K | 0.15% | −625−5.1% | Reduced |
| Bridgefront Capital, LLC | 11,439 | $627.9K | 0.17% | −22,218−66.0% | Reduced |
| Fifth Third Bancorp | 10,868 | $596.5K | 0.00% | +40.0% | Added |
| CWC Advisors, LLC. | 10,610 | $582.4K | 0.30% | +251+2.4% | Added |
| Picton Mahoney Asset Management | 10,551 | $580.0K | 0.01% | +10,533+58,516.7% | Added |
| Securian Asset Management, Inc | 10,165 | $558.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,000 | $552.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 9,988 | $548.2K | 0.20% | −124−1.2% | Reduced |
| Sunbelt Securities, Inc. | 10,263 | $542.3K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,852 | $540.8K | 0.00% | −220−2.2% | Reduced |