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, Q3 2025
Institutional positions in H&R Block Inc as of Sep 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
- 544
- −8 vs. Q2 2025
- Shares held
- 119.4M
- −2.36M (−1.9%) vs. Q2 2025
- Total value
- $5.93B
- −$756.0M (−11.3%) vs. Q2 2025
- New holders
- 83
- 169 more added
- Sold out
- 91
- 195 more reduced
11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,268,038 | $822.7M | 0.01% | +139,536+0.9% | Added |
| FMR LLC | 14,383,011 | $727.3M | 0.04% | +532,979+3.8% | Added |
| Vanguard Group Inc | 13,659,775 | $690.8M | 0.01% | −182,798−1.3% | Reduced |
| State Street Corp | 4,160,625 | $212.1M | 0.01% | −60,392−1.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,093,908 | $207.0M | 0.70% | −338,764−7.6% | Reduced |
| Boston Partners | 3,886,544 | $196.5M | 0.20% | +652,690+20.2% | Added |
| Lazard Asset Management LLC | 3,213,177 | $162.5M | 0.22% | +26,708+0.8% | Added |
| Geode Capital Management, LLC | 2,963,343 | $149.9M | 0.01% | +113,688+4.0% | Added |
| Northern Trust Corp | 2,750,413 | $139.1M | 0.02% | +269,581+10.9% | Added |
| AQR Capital Management LLC | 2,593,290 | $131.0M | 0.08% | +976,069+60.4% | Added |
| Dimensional Fund Advisors LP | 2,316,404 | $117.1M | 0.03% | +56,147+2.5% | Added |
| Wellington Management Group LLP | 2,304,245 | $116.5M | 0.02% | +51,719+2.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,990,367 | $100.7M | 0.06% | +391,711+24.5% | Added |
| Morgan Stanley | 1,828,829 | $92.5M | 0.01% | −225,757−11.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,635,448 | $82.7M | 0.01% | −5350.0% | Reduced |
| Royal Bank of Canada | 1,595,392 | $80.7M | 0.01% | +92,286+6.1% | Added |
| LSV Asset Management | 1,478,551 | $74.8M | 0.17% | −130,730−8.1% | Reduced |
| Bank of New York Mellon Corp | 1,431,440 | $72.4M | 0.01% | −199,513−12.2% | Reduced |
| Citadel Advisors LLC | 1,396,179 | $70.6M | 0.06% | −438,238−23.9% | Reduced |
| Marshall Wace, LLP | 1,198,558 | $60.6M | 0.07% | +106,932+9.8% | Added |
| Price T Rowe Associates Inc | 1,066,857 | $54.0M | 0.01% | +80,260+8.1% | Added |
| Qube Research & Technologies Ltd | 1,039,119 | $52.5M | 0.07% | −711,641−40.6% | Reduced |
| First Trust Advisors LP | 938,537 | $47.5M | 0.04% | +197,152+26.6% | Added |
| Bank of America Corp | 896,224 | $45.3M | 0.00% | −115,863−11.4% | Reduced |
| Goldman Sachs Group Inc | 862,872 | $43.6M | 0.01% | −685,666−44.3% | Reduced |
| Boston Trust Walden Corp | 857,095 | $43.3M | 0.32% | −7,756−0.9% | Reduced |
| NewEdge Wealth, LLC | 843,376 | $42.7M | 0.61% | −110,822−11.6% | Reduced |
| D. E. Shaw & Co., Inc. | 834,346 | $42.2M | 0.03% | −300,247−26.5% | Reduced |
| UBS Group AG | 784,198 | $39.7M | 0.01% | +27,652+3.7% | Added |
| Barclays PLC | 758,971 | $38.4M | 0.01% | +261,660+52.6% | Added |
| UBS Asset Management Americas Inc | 749,298 | $37.9M | 0.01% | +577,200+335.4% | Added |
| Nuveen, LLC | 692,945 | $35.0M | 0.01% | +180,182+35.1% | Added |
| BNP Paribas Arbitrage, SA | 657,423 | $33.2M | 0.03% | +53,539+8.9% | Added |
| JPMorgan Chase & Co | 649,834 | $32.9M | 0.00% | −89,293−12.1% | Reduced |
| Bridgewater Associates, LP | 606,262 | $30.7M | 0.12% | −26,556−4.2% | Reduced |
| Miller Howard Investments Inc | 560,065 | $28.3M | 0.86% | −1,153−0.2% | Reduced |
| Pacer Advisors, Inc. | 559,387 | $28.3M | 0.07% | −104,120−15.7% | Reduced |
| Invesco Ltd. | 445,334 | $22.5M | 0.00% | +61,601+16.1% | Added |
| SEI Investments Co | 432,268 | $21.9M | 0.02% | +28,392+7.0% | Added |
| Alps Advisors Inc | 411,450 | $20.8M | 0.12% | +101,025+32.5% | Added |
| California Public Employees Retirement System | 392,977 | $19.9M | 0.01% | −39,934−9.2% | Reduced |
| Rhumbline Advisers | 386,790 | $19.6M | 0.02% | −11,038−2.8% | Reduced |
| Prevatt Capital Ltd | 350,000 | $17.7M | 6.02% | −110,000−23.9% | Reduced |
| Swedbank AB | 346,150 | $17.5M | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 326,100 | $16.5M | 0.01% | +125,300+62.4% | Added |
| Engineers Gate Manager LP | 316,492 | $16.0M | 0.18% | +205,161+184.3% | Added |
| Voya Investment Management LLC | 300,957 | $15.2M | 0.02% | −48,668−13.9% | Reduced |
| Principal Financial Group Inc | 297,286 | $15.0M | 0.01% | −6,623−2.2% | Reduced |
| Voloridge Investment Management, LLC | 284,908 | $14.4M | 0.05% | −578,745−67.0% | Reduced |
| Franklin Resources Inc | 2,439,476 | $13.9M | 0.00% | +2,314,904+1,858.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 267,466 | $13.5M | 0.04% | +169,562+173.2% | Added |
| Legal & General Group Plc | 263,069 | $13.3M | 0.00% | −23,468−8.2% | Reduced |
| Woodline Partners LP | 260,532 | $13.2M | 0.06% | +260,532 | New |
| Swiss National Bank | 259,500 | $13.1M | 0.01% | +3,800+1.5% | Added |
| Millennium Management LLC | 228,003 | $11.5M | 0.01% | −114,854−33.5% | Reduced |
| Federated Hermes, Inc. | 227,797 | $11.5M | 0.02% | +13,804+6.5% | Added |
| Ameriprise Financial Inc | 224,484 | $11.4M | 0.00% | +28,956+14.8% | Added |
| Royce & Associates LP | 214,556 | $10.9M | 0.11% | +135,100+170.0% | Added |
| Treasurer of the State of North Carolina | 197,617 | $9.99M | 0.03% | −2,441−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 193,262 | $9.77M | 0.15% | +187,702+3,375.9% | Added |
| Raymond James Financial Inc | 183,290 | $9.27M | 0.00% | +7,086+4.0% | Added |
| Man Group plc | 176,035 | $8.90M | 0.02% | −183,427−51.0% | Reduced |
| Midwest Trust Co | 173,770 | $8.79M | 0.11% | −2,550−1.4% | Reduced |
| Cambria Investment Management, L.P. | 173,329 | $8.77M | 0.53% | −12,274−6.6% | Reduced |
| Alliancebernstein L.P. | 172,440 | $8.72M | 0.00% | −14,251−7.6% | Reduced |
| Tectonic Advisors LLC | 169,753 | $8.58M | 0.47% | +25,706+17.8% | Added |
| CI Private Wealth, LLC | 167,984 | $8.50M | 0.01% | +1,816+1.1% | Added |
| Retirement Systems of Alabama | 161,868 | $8.19M | 0.03% | −219,152−57.5% | Reduced |
| Acadian Asset Management LLC | 160,228 | $8.10M | 0.01% | −217,528−57.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 155,801 | $7.88M | 0.01% | −14,374−8.4% | Reduced |
| Crossmark Global Holdings, Inc. | 154,582 | $7.82M | 0.12% | +33,511+27.7% | Added |
| DekaBank Deutsche Girozentrale | 154,795 | $7.75M | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 150,299 | $7.60M | 0.03% | +143,586+2,138.9% | Added |
| State Board of Administration of Florida Retirement System | 145,059 | $7.34M | 0.01% | −16,094−10.0% | Reduced |
| Landscape Capital Management, L.L.C. | 144,124 | $7.29M | 0.46% | −529−0.4% | Reduced |
| New York State Teachers Retirement System | 143,333 | $7.25M | 0.01% | −8,346−5.5% | Reduced |
| Capital Fund Management S.A. | 139,971 | $7.08M | 0.07% | +27,455+24.4% | Added |
| Victory Capital Management Inc | 128,913 | $6.52M | 0.00% | +51,689+66.9% | Added |
| California State Teachers Retirement System | 128,307 | $6.49M | 0.01% | +60.0% | Added |
| Nordea Investment Management AB | 122,409 | $6.16M | 0.01% | +6,389+5.5% | Added |
| Brandywine Global Investment Management, LLC | 121,600 | $6.15M | 0.04% | +40,001+49.0% | Added |
| Nisa Investment Advisors, LLC | 119,483 | $6.09M | 0.02% | +41,068+52.4% | Added |
| ExodusPoint Capital Management, LP | 116,295 | $5.88M | 0.08% | +116,295 | New |
| Prudential Financial Inc | 115,057 | $5.82M | 0.01% | +15,391+15.4% | Added |
| Great West Life Assurance Co | 105,729 | $5.35M | 0.01% | −1,911−1.8% | Reduced |
| Cerity Partners LLC | 103,847 | $5.25M | 0.01% | +7,936+8.3% | Added |
| Morningstar Investment Management LLC | 103,578 | $5.24M | 0.19% | +103,578 | New |
| Ibex Wealth Advisors | 103,519 | $5.23M | 0.50% | −97,806−48.6% | Reduced |
| Jane Street Group, LLC | 102,266 | $5.17M | 0.01% | −354,651−77.6% | Reduced |
| Crawford Investment Counsel Inc | 101,125 | $5.11M | 0.08% | +121+0.1% | Added |
| Amundi | 99,840 | $5.08M | 0.00% | +12,128+13.8% | Added |
| Rodgers Brothers Inc. | 99,650 | $5.04M | 0.62% | −250−0.3% | Reduced |
| Renaissance Technologies LLC | 99,400 | $5.03M | 0.01% | +99,400 | New |
| Manufacturers Life Insurance Company, The | 96,819 | $4.90M | 0.00% | −3,487−3.5% | Reduced |
| Segall Bryant & Hamill, LLC | 95,000 | $4.80M | 0.06% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 94,876 | $4.80M | 0.06% | +8,134+9.4% | Added |
| Ruffer LLP | 91,950 | $4.65M | 0.26% | −33,647−26.8% | Reduced |
| American Century Companies Inc | 91,621 | $4.63M | 0.00% | −167,824−64.7% | Reduced |
| Creative Planning | 91,417 | $4.62M | 0.00% | +9,616+11.8% | Added |
| Schroder Investment Management Group | 85,684 | $4.34M | 0.00% | −2,892−3.3% | Reduced |