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 |
|---|---|---|---|---|---|
| Farringdon Capital, Ltd. | 9,838 | $540.0K | 0.18% | +9,838 | New |
| Chesley Taft & Associates LLC | 9,786 | $537.2K | 0.02% | +128+1.3% | Added |
| Point72 (DIFC) Ltd | 9,673 | $531.0K | 0.04% | +9,673 | New |
| Credit Industriel Et Commercial | 9,493 | $521.1K | 0.08% | +9,493 | New |
| AE Wealth Management LLC | 9,387 | $515.3K | 0.00% | −26−0.3% | Reduced |
| Aviva PLC | 9,335 | $512.4K | 0.00% | +9,335 | New |
| Wedmont Private Capital | 9,213 | $512.4K | 0.02% | +97+1.1% | Added |
| Brown Advisory Inc | 9,314 | $511.2K | 0.00% | −2,628−22.0% | Reduced |
| Daiwa Securities Group Inc. | 9,300 | $510.0K | 0.00% | +9,300 | New |
| Sherbrooke Park Advisers LLC | 9,113 | $500.2K | 0.22% | +9,113 | New |
| Fulton Breakefield Broenniman LLC | 9,110 | $500.0K | 0.03% | −110−1.2% | Reduced |
| Boston Family Office LLC | 9,000 | $494.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,972 | $492.5K | 0.01% | +959+12.0% | Added |
| Merit Financial Group, LLC | 8,856 | $486.1K | 0.01% | +2,060+30.3% | Added |
| TD Private Client Wealth LLC | 8,714 | $478.3K | 0.01% | −31−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,686 | $476.8K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 8,679 | $476.4K | 0.14% | −77−0.9% | Reduced |
| Gallacher Capital Management LLC | 8,502 | $466.7K | 0.22% | +3,631+74.5% | Added |
| Paradigm Financial Partners, LLC | 8,419 | $462.1K | 0.05% | −333−3.8% | Reduced |
| Advisors Capital Management, LLC | 8,372 | $459.6K | 0.01% | +97+1.2% | Added |
| Sterling Capital Management LLC | 8,347 | $458.2K | 0.01% | +1,327+18.9% | Added |
| Bayesian Capital Management, LP | 8,321 | $456.7K | 0.07% | −16,100−65.9% | Reduced |
| Impact Partnership Wealth, LLC | 8,175 | $448.7K | 0.08% | +3,802+86.9% | Added |
| IFP Advisors, Inc | 7,436 | $440.7K | 0.01% | −608−7.6% | Reduced |
| TCM Advisors, LLC | – | $439.1K | 0.37% | – | – |
| AdvisorShares Investments LLC | 8,000 | $439.1K | 0.08% | +8,000 | New |
| Petrus Trust Company, LTA | 7,644 | $419.6K | 0.04% | +7,644 | New |
| Convergence Financial, LLC | 7,518 | $412.7K | 0.07% | +3,038+67.8% | Added |
| SageView Advisory Group, LLC | 7,170 | $398.6K | 0.02% | −81−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 7,198 | $395.1K | 0.02% | +35+0.5% | Added |
| Moody Lynn & Lieberson, LLC | 7,159 | $393.0K | 0.02% | −38−0.5% | Reduced |
| Utah Retirement Systems | 7,009 | $384.7K | 0.00% | −391−5.3% | Reduced |
| Avantax Advisory Services, Inc. | 6,986 | $383.5K | 0.00% | −1,135−14.0% | Reduced |
| Quadrant Capital Group LLC | 6,744 | $370.2K | 0.01% | +544+8.8% | Added |
| Leuthold Group, LLC | 6,718 | $368.8K | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,713 | $368.5K | 0.00% | −966−12.6% | Reduced |
| Focus Financial Network, Inc. | 6,633 | $366.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,609 | $362.8K | 0.01% | +79+1.2% | Added |
| Park National Corp | 6,515 | $357.6K | 0.01% | −86−1.3% | Reduced |
| Maryland State Retirement & Pension System | 6,486 | $356.0K | 0.01% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 6,428 | $352.8K | 0.13% | +332+5.4% | Added |
| Entropy Technologies, LP | 6,388 | $350.6K | 0.03% | −17,603−73.4% | Reduced |
| Gsa Capital Partners LLP | 6,385 | $350.0K | 0.02% | −9,816−60.6% | Reduced |
| Prosperity Consulting Group, LLC | 6,257 | $343.4K | 0.03% | −197−3.1% | Reduced |
| MOKAN Wealth Management Inc. | 6,199 | $340.2K | 0.19% | +41+0.7% | Added |
| Waldron Private Wealth LLC | 6,075 | $335.7K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 6,029 | $330.9K | 0.04% | +5,986+13,920.9% | Added |
| ProShare Advisors LLC | 5,936 | $325.8K | 0.00% | +233+4.1% | Added |
| IHT Wealth Management, LLC | 5,884 | $322.9K | 0.01% | +111+1.9% | Added |
| Robertson Stephens Wealth Management, LLC | 5,780 | $319.5K | 0.01% | +38+0.7% | Added |
| Arnhold LLC | 5,600 | $307.4K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 5,582 | $306.4K | 0.01% | +5,582 | New |
| Kingsview Wealth Management, LLC | 5,560 | $305.2K | 0.01% | −100−1.8% | Reduced |
| Sound Income Strategies, LLC | 5,549 | $304.6K | 0.02% | −137,776−96.1% | Reduced |
| J.W. Cole Advisors, Inc. | 5,511 | $302.5K | 0.01% | +1,304+31.0% | Added |
| Shell Asset Management Co | 5,509 | $302.0K | 0.01% | −694−11.2% | Reduced |
| Affinity Capital Advisors, LLC | 5,500 | $301.9K | 0.05% | 00.0% | Unchanged |
| Lindenwold Advisors | 5,367 | $294.6K | 0.15% | −243−4.3% | Reduced |
| My Legacy Advisors, LLC | 5,166 | $293.2K | 0.10% | −70−1.3% | Reduced |
| Banque Cantonale Vaudoise | 5,324 | $292.0K | 0.01% | +1,200+29.1% | Added |
| DGS Capital Management, LLC | 5,290 | $290.4K | 0.06% | −94−1.7% | Reduced |
| Brinker Capital Investments, LLC | 5,283 | $290.0K | 0.00% | −1,328−20.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,182 | $284.4K | 0.00% | +5,182 | New |
| Jain Global LLC | 5,170 | $283.8K | 0.00% | +855+19.8% | Added |
| Captrust Financial Advisors | 5,140 | $282.1K | 0.00% | +1,127+28.1% | Added |
| SG Americas Securities, LLC | 5,018 | $275.0K | 0.00% | −9,496−65.4% | Reduced |
| Everett Harris & Co | 5,000 | $274.4K | 0.00% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 5,000 | $274.4K | 0.07% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $274.4K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,000 | $274.4K | 0.03% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 4,989 | $273.8K | 0.12% | −1,066−17.6% | Reduced |
| Allworth Financial LP | 4,979 | $273.3K | 0.00% | +1,957+64.8% | Added |
| Taylor Hoffman Capital Management LLC | 4,972 | $272.9K | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 4,954 | $271.9K | 0.00% | −526−9.6% | Reduced |
| Level Four Advisory Services, LLC | 4,953 | $271.9K | 0.01% | −8−0.2% | Reduced |
| Two Sigma Securities, LLC | 4,862 | $266.9K | 0.03% | −2,760−36.2% | Reduced |
| NDVR, Inc. | 4,824 | $264.8K | 0.25% | +151+3.2% | Added |
| Intrust Bank NA | 4,803 | $263.6K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,800 | $263.5K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 4,748 | $260.6K | 0.01% | −322−6.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,522 | $248.2K | 0.01% | −60−1.3% | Reduced |
| Atomi Financial Group, Inc. | 4,478 | $245.8K | 0.01% | +618+16.0% | Added |
| CIBC World Markets Inc. | 4,431 | $243.2K | 0.00% | −3,023−40.6% | Reduced |
| Spears Abacus Advisors LLC | 4,409 | $242.0K | 0.00% | +5+0.1% | Added |
| CIBC Asset Management Inc | 4,364 | $239.5K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,327 | $237.5K | 0.00% | +32+0.7% | Added |
| Coldstream Capital Management Inc | 4,288 | $235.4K | 0.00% | −205−4.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,279 | $234.9K | 0.01% | −1,901−30.8% | Reduced |
| Walleye Capital LLC | 4,255 | $233.6K | 0.00% | +2,809+194.3% | Added |
| Robeco Institutional Asset Management B.V. | 4,242 | $232.8K | 0.00% | −289,052−98.6% | Reduced |
| HB Wealth Management, LLC | 4,208 | $231.0K | 0.00% | +12+0.3% | Added |
| Brown Brothers Harriman & Co | 4,180 | $229.4K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,175 | $229.2K | 0.01% | +4,175 | New |
| 1620 Investment Advisors, Inc. | 4,126 | $226.5K | 0.16% | +105+2.6% | Added |
| Barnett & Company, Inc. | 4,120 | $226.1K | 0.18% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,110 | $225.6K | 0.02% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 4,070 | $223.0K | 0.18% | −201−4.7% | Reduced |
| Westshore Wealth, LLC | 4,060 | $222.9K | 0.09% | −26−0.6% | Reduced |
| Thrive Wealth Management, LLC | 4,054 | $222.5K | 0.04% | +9+0.2% | Added |
| Valeo Financial Advisors, LLC | 4,044 | $221.9K | 0.01% | +173+4.5% | Added |