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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 164 | $9.00K | 0.00% | +36+28.1% | Added |
| Garde Capital, Inc. | 160 | $8.78K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 146 | $8.01K | 0.00% | −146−50.0% | Reduced |
| Centennial Bank | 140 | $7.68K | 0.00% | +140 | New |
| Atlas Capital Advisors LLC | 135 | $7.41K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 134 | $7.36K | 0.00% | +134 | New |
| Atlantic Trust, LLC | 124 | $6.81K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 121 | $6.64K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 118 | $6.48K | 0.00% | −29−19.7% | Reduced |
| JFS Wealth Advisors, LLC | 114 | $6.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 114 | $6.26K | 0.00% | +8+7.5% | Added |
| Dogwood Wealth Management LLC | 108 | $5.97K | 0.00% | +108 | New |
| Park Square Financial Group, LLC | 104 | $5.71K | 0.00% | −103−49.8% | Reduced |
| Rossby Financial, LCC | 98 | $5.38K | 0.00% | −221−69.3% | Reduced |
| Pandora Wealth, Inc. | 96 | $5.27K | 0.00% | +96 | New |
| Darwin Advisors, LLC | 89 | $4.93K | 0.00% | −450−83.5% | Reduced |
| Curio Wealth, LLC | 86 | $4.72K | 0.00% | +85+8,500.0% | Added |
| Legacy Wealth Managment, LLC | 79 | $4.34K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 79 | $4.34K | 0.00% | +79 | New |
| WealthCollab, LLC | 78 | $4.28K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 76 | $4.17K | 0.00% | +69+985.7% | Added |
| Fortitude Family Office, LLC | 72 | $3.95K | 0.00% | −1−1.4% | Reduced |
| Altshuler Shaham Ltd | 71 | $3.90K | 0.00% | −2−2.7% | Reduced |
| Clean Yield Group | 69 | $3.79K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 65 | $3.55K | 0.00% | +1+1.6% | Added |
| McIlrath & Eck, LLC | 60 | $3.29K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 56 | $3.08K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 58 | $2.99K | 0.00% | +58 | New |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $2.91K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 52 | $2.85K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 50 | $2.73K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 45 | $2.47K | 0.00% | +24+114.3% | Added |
| Financial Management Professionals, Inc. | 42 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 42 | $2.31K | 0.00% | −14,245−99.7% | Reduced |
| Ameriflex Group, Inc. | 41 | $2.25K | 0.00% | +41 | New |
| CVA Family Office, LLC | 41 | $2.25K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 38 | $2.09K | 0.00% | +38 | New |
| CX Institutional | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 29 | $1.59K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.48K | 0.00% | −1−3.6% | Reduced |
| Ameritas Advisory Services, LLC | 27 | $1.48K | 0.00% | +27 | New |
| Aventura Private Wealth, LLC | 26 | $1.43K | 0.00% | −24−48.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $989 | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 17 | $929 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $884 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 16 | $879 | 0.00% | −11−40.7% | Reduced |
| Maseco LLP | 13 | $713 | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 10 | $549 | 0.00% | −207−95.4% | Reduced |
| South State Corp. | 10 | $549 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 10 | $549 | 0.00% | +5+100.0% | Added |
| True Wealth Design, LLC | 10 | $549 | 0.00% | +7+233.3% | Added |
| GPS Wealth Strategies Group, LLC | 10 | $549 | 0.00% | +8+400.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $496 | 0.00% | +6+200.0% | Added |
| HFM Investment Advisors, LLC | 9 | $494 | 0.00% | +4+80.0% | Added |
| West Branch Capital LLC | 8 | $440 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $330 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $329 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $275 | 0.00% | +5 | New |
| NewSquare Capital LLC | 3 | $165 | 0.00% | +3 | New |
| Semmax Financial Advisors Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 0 | $29 | 0.00% | −6−100.0% | Reduced |
| 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 |