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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 4,039 | $221.7K | 0.01% | −180−4.3% | Reduced |
| Belmont Capital, LLC | 4,000 | $219.6K | 0.03% | 00.0% | Unchanged |
| Corient IA LLC | 4,000 | $219.6K | 0.13% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,854 | $219.5K | 0.01% | −1,959−33.7% | Reduced |
| EP Wealth Advisors, LLC | 3,982 | $218.5K | 0.00% | −627−13.6% | Reduced |
| AlphaStar Capital Management, LLC | 3,945 | $216.5K | 0.02% | +3,945 | New |
| Brown Capital Management LLC | 3,915 | $214.9K | 0.01% | −274−6.5% | Reduced |
| Cahill Financial Advisors Inc | 3,854 | $211.5K | 0.03% | −916−19.2% | Reduced |
| Next Level Private LLC | 3,832 | $210.3K | 0.07% | +26+0.7% | Added |
| Eagle Bay Advisors LLC | 3,779 | $208.9K | 0.17% | +2+0.1% | Added |
| Advisors Asset Management, Inc. | 3,789 | $208.0K | 0.00% | −112−2.9% | Reduced |
| Keybank National Association | 3,685 | $202.3K | 0.00% | −530−12.6% | Reduced |
| Paladin Advisory Group, LLC | 3,584 | $196.7K | 0.15% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,487 | $191.4K | 0.00% | +84+2.5% | Added |
| KBC Group NV | 3,387 | $186.0K | 0.00% | −2,393−41.4% | Reduced |
| STRS Ohio | 3,169 | $173.9K | 0.00% | +3,169 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,955 | $162.2K | 0.01% | +2,955 | New |
| EMC Capital Management | 2,917 | $160.0K | 0.09% | −2,595−47.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,745 | $150.5K | 0.00% | +554+25.3% | Added |
| SRS Capital Advisors, Inc. | 2,537 | $139.5K | 0.01% | −47−1.8% | Reduced |
| Medallion Wealth Advisors, LLC | 2,400 | $133.9K | 0.05% | +2,400 | New |
| Ci Investments Inc. | 2,371 | $130.0K | 0.00% | −717−23.2% | Reduced |
| Clear Street Markets LLC | 2,358 | $129.4K | 0.05% | +2,358 | New |
| Center for Financial Planning, Inc. | 2,303 | $126.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,283 | $125.3K | 0.01% | −143−5.9% | Reduced |
| State of Wyoming | 2,250 | $123.5K | 0.02% | +2,234+13,962.5% | Added |
| Bessemer Group Inc | 2,236 | $123.0K | 0.00% | +8+0.4% | Added |
| GAMMA Investing LLC | 2,160 | $118.6K | 0.01% | +652+43.2% | Added |
| Independence Bank of Kentucky | 2,000 | $109.8K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,982 | $108.8K | 0.01% | +1+0.1% | Added |
| Global Retirement Partners, LLC | 1,917 | $105.2K | 0.00% | +1,917 | New |
| Glenmede Investment Management, LP | 1,769 | $97.1K | 0.00% | +1,769 | New |
| Federation des caisses Desjardins du Quebec | 1,660 | $91.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,536 | $84.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,526 | $83.8K | 0.00% | +134+9.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,491 | $81.8K | 0.00% | +470+46.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,470 | $80.7K | 0.03% | −800−35.2% | Reduced |
| Harbor Capital Advisors, Inc. | 1,409 | $77.0K | 0.00% | +805+133.3% | Added |
| Richardson Financial Services Inc. | 1,345 | $75.0K | 0.05% | −121−8.3% | Reduced |
| Huntington National Bank | 1,359 | $74.6K | 0.00% | +327+31.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,343 | $74.0K | 0.00% | +1,343 | New |
| Geneos Wealth Management Inc. | 1,346 | $73.9K | 0.00% | −360−21.1% | Reduced |
| Salem Investment Counselors Inc | 1,314 | $72.6K | 0.00% | −144−9.9% | Reduced |
| Skopos Labs, Inc. | 1,257 | $69.0K | 0.01% | +744+145.0% | Added |
| Smartleaf Asset Management LLC | 1,226 | $67.1K | 0.01% | +513+71.9% | Added |
| HM Payson & Co | 1,150 | $63.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,113 | $61.0K | 0.04% | −243−17.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,082 | $59.4K | 0.00% | +69+6.8% | Added |
| Assetmark, Inc | 1,071 | $58.8K | 0.00% | +255+31.3% | Added |
| Danske Bank A/S | 1,018 | $55.9K | 0.00% | +818+409.0% | Added |
| Employees Retirement System of Texas | 1,000 | $55.0K | 0.00% | +1,000 | New |
| Principal Securities, Inc. | 937 | $51.4K | 0.00% | −8,167−89.7% | Reduced |
| EverSource Wealth Advisors, LLC | 914 | $50.2K | 0.00% | +497+119.2% | Added |
| Bogart Wealth, LLC | 866 | $47.5K | 0.00% | +200+30.0% | Added |
| Nomura Asset Management Co Ltd | 830 | $45.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 821 | $45.1K | 0.01% | +36+4.6% | Added |
| SBI Securities Co., Ltd. | 820 | $45.0K | 0.00% | −25−3.0% | Reduced |
| Archer Investment Corp | 800 | $43.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $43.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 711 | $39.0K | 0.00% | +357+100.8% | Added |
| Penserra Capital Management LLC | 717 | $39.0K | 0.00% | +56+8.5% | Added |
| NVWM, LLC | 676 | $37.1K | 0.01% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 657 | $36.1K | 0.06% | +657 | New |
| Signaturefd, LLC | 651 | $35.8K | 0.00% | +186+40.0% | Added |
| WPG Advisers, LLC | 628 | $34.5K | 0.03% | +612+3,825.0% | Added |
| PrairieView Partners, LLC | 608 | $33.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $31.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 562 | $30.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 527 | $28.9K | 0.00% | −1−0.2% | Reduced |
| MAI Capital Management | 506 | $27.8K | 0.00% | +456+912.0% | Added |
| Newbridge Financial Services Group, Inc. | 500 | $27.4K | 0.00% | −55−9.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 500 | $27.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 500 | $27.4K | 0.01% | +500 | New |
| Quarry LP | 470 | $25.8K | 0.01% | −1,820−79.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 449 | $24.6K | 0.01% | −74−14.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 430 | $23.6K | 0.00% | +355+473.3% | Added |
| Lowe Wealth Advisors, LLC | 406 | $22.3K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 400 | $22.0K | 0.00% | −1−0.2% | Reduced |
| Harbor Asset Planning, Inc. | 379 | $20.8K | 0.02% | +379 | New |
| GHP Investment Advisors, Inc. | 376 | $20.7K | 0.00% | −65−14.7% | Reduced |
| Whipplewood Advisors, LLC | 354 | $19.4K | 0.01% | +297+521.1% | Added |
| Larson Financial Group LLC | 328 | $18.0K | 0.00% | +304+1,266.7% | Added |
| Hillsdale Investment Management Inc. | 300 | $16.5K | 0.00% | +300 | New |
| Central Trust Co | 297 | $16.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 297 | $16.3K | 0.01% | +250+531.9% | Added |
| Pacific Center for Financial Services | 280 | $15.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 273 | $15.0K | 0.00% | +140+105.3% | Added |
| Rise Advisors, LLC | 272 | $14.9K | 0.01% | +3+1.1% | Added |
| Hantz Financial Services, Inc. | 247 | $14.0K | 0.00% | +219+782.1% | Added |
| TSFG, LLC | 253 | $14.0K | 0.00% | +253 | New |
| Asset Dedication, LLC | 241 | $13.2K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 241 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 229 | $13.0K | 0.00% | +19+9.0% | Added |
| Massmutual Trust Co FSB | 224 | $12.3K | 0.00% | +8+3.7% | Added |
| Clearstead Advisors, LLC | 218 | $12.0K | 0.00% | +212+3,533.3% | Added |
| Abound Wealth Management | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 180 | $9.88K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 171 | $9.39K | 0.00% | +20+13.2% | Added |
| GoalVest Advisory LLC | 170 | $9.33K | 0.00% | +170 | New |
| FSA Wealth Management LLC | 167 | $9.17K | 0.00% | 00.0% | Unchanged |