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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.

Q3 2025 vs. Q2 2025

How the institutions holding H&R Block Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of HRB: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders56311544−8
Shares123.6M1.80M119.4M−2.36M (−1.9%)
Value$6.79B$99.0M$5.93B−$756.0M (−11.3%)

11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held H&R Block Inc at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to HRB in Q3 2025
InstitutionSharesValue% of portfolio
Woodline Partners LP260,532$13.2M0.06%
ExodusPoint Capital Management, LP116,295$5.88M0.08%
Morningstar Investment Management LLC103,578$5.24M0.19%
Renaissance Technologies LLC99,400$5.03M0.01%
Seizert Capital Partners, LLC80,349$4.06M0.18%
MetLife Investment Management69,849$3.53M0.02%
Stratos Wealth Advisors, LLC44,381$2.24M0.11%
Weiss Asset Management LP38,610$1.95M0.03%
Squarepoint Ops LLC32,850$1.66M0.00%
Jefferies Financial Group Inc.26,813$1.36M0.01%
Oak Thistle LLC24,559$1.24M0.19%
Freestone Grove Partners LP22,988$1.16M0.01%
Summit Trail Advisors, LLC22,930$1.16M0.02%
ISAM Funds (UK) Ltd19,338$977.9K0.20%
GenTrust, LLC17,412$880.9K0.04%
Dark Forest Capital Management LP16,777$848.4K0.03%
Versor Investments LP16,636$841.3K0.15%
Exchange Traded Concepts, LLC15,789$798.5K0.01%
Limestone Investment Advisors LP14,846$750.8K0.34%
Integrated Wealth Concepts LLC14,572$736.9K0.01%
Armistice Capital, LLC14,506$733.6K0.02%
Semanteon Capital Management, LP11,135$563.1K0.71%
FORA Capital, LLC9,821$496.6K0.09%
denkapparat Operations GmbH9,794$495.3K0.32%
Capstone Investment Advisors, LLC9,216$466.1K0.00%
Occudo Quantitative Strategies LP8,922$451.2K0.05%
Tradewinds, LLC.8,581$433.9K0.11%
Aigen Investment Management, LP8,164$412.9K0.06%
Boothbay Fund Management, LLC8,113$410.3K0.01%
Krilogy Financial LLC7,991$404.2K0.02%
DRW Securities, LLC7,593$386.7K0.02%
Counterpoint Mutual Funds LLC7,122$360.2K0.03%
PharVision Advisers, LLC6,775$342.6K0.19%
Park Avenue Securities LLC6,764$342.0K0.00%
Aquatic Capital Management LLC6,715$339.6K0.01%
Scientech Research LLC6,176$312.3K0.11%
Quest Partners LLC6,090$308.0K0.02%
Swiss Life Asset Management Ltd6,078$307.4K0.00%
Buckingham Strategic Partners6,158$298.3K0.00%
Corton Capital Inc.5,822$294.4K0.72%
Wolverine Trading, LLC4,742$239.9K0.00%
Brighton Jones LLC4,685$236.9K0.01%
Prelude Capital Management, LLC4,656$235.5K0.02%
Institute for Wealth Management, LLC.4,195$212.1K0.02%
Chicago Partners Investment Group LLC4,092$209.7K0.01%
Keebeck Alpha, LP4,018$203.2K0.28%
Pallas Capital Advisors LLC4,007$202.6K0.01%
Gateway Investment Advisers LLC4,000$202.3K0.00%
CAPROCK Group, Inc.4,005$201.7K0.00%
New Vernon Capital Holdings II LLC3,763$190.3K0.09%
Advisory Services Network, LLC3,554$179.7K0.00%
Abich Financial Wealth Management LLC2,338$118.2K0.04%
Simplex Trading, LLC2,108$106.0K0.00%
Group One Trading, L.P.1,468$74.2K0.00%
Carolina Wealth Advisors, LLC1,136$57.4K0.02%
Rothschild Investment LLC1,133$57.3K0.00%
Corsicana & Co.1,050$53.1K0.03%
Wealthspire Advisors, LLC786$39.8K0.00%
Mather Group, LLC.685$34.6K0.00%
Quent Capital, LLC541$27.3K0.00%
Alpine Bank Wealth Management513$25.9K0.00%
Root Financial Partners, LLC339$17.1K0.00%
Manchester Capital Management LLC325$16.4K0.00%
Private Wealth Asset Management, LLC200$10.1K0.00%
Country Trust Bank85$4.30K0.00%
Salomon & Ludwin, LLC79$4.09K0.00%
Transamerica Financial Advisors, Inc.51$2.58K0.00%
Wealth Watch Advisors, INC30$1.52K0.00%
Vermillion Wealth Management, Inc.29$1.47K0.00%
NBC Securities, Inc.24$1.21K0.00%
Heartwood Wealth Advisors LLC22$1.11K0.00%
Cloud Capital Management, LLC24$1.00K0.00%
Key Financial Inc14$7160.00%
Palisade Asset Management, LLC9$4560.00%
First Horizon Corp7$3540.00%
Turning Point Benefit Group, Inc.6$3060.00%
American Capital Advisory, LLC6$3040.00%
Tortoise Investment Management, LLC6$3030.00%
CoreCap Advisors, LLC5$2530.00%
S&T Bank2$1010.00%
PEAK6 LLC2$1010.00%
Principia Wealth Advisory, LLC1$510.00%
Avion Wealth10$00.00%

Sold out (91)

Institutions that held H&R Block Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of HRB in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Moran Wealth Management, LLC309,526$17.0M
Liontrust Investment Partners LLP276,776$15.2M
Cubist Systematic Strategies, LLC266,674$14.6M
Tudor Investment Corp Et Al224,369$12.3M
Two Sigma Advisers, LP152,800$8.39M
Point72 Asset Management, L.P.149,900$8.23M
Balyasny Asset Management LLC147,826$8.11M
Twinbeech Capital LP108,591$5.96M
Skandinaviska Enskilda Banken AB (publ)108,500$5.96M
Allianz Asset Management GmbH98,144$5.39M
Blue Whale Capital LLP86,990$4.77M
Jump Financial, LLC82,519$4.53M
ING Groep NV76,600$4.20M
TrimTabs Asset Management, LLC75,326$4.13M
Los Angeles Capital Management LLC64,905$3.56M
Trexquant Investment LP53,077$2.91M
Caxton Associates LLP48,719$2.67M
Allspring Global Investments Holdings, LLC43,871$2.45M
Holocene Advisors, LP39,915$2.19M
Brevan Howard Capital Management LP33,755$1.85M
Centiva Capital, LP30,490$1.67M
Caisse de Depot Et Placement du Quebec26,717$1.47M
Sciencast Management LP25,908$1.42M
Qsemble Capital Management, LP25,850$1.42M
Edgestream Partners, L.P.21,569$1.18M
Lecap Asset Management Ltd19,770$1.09M
CSS LLC19,547$1.07M
Nomura Holdings Inc18,403$1.01M
Neo Ivy Capital Management18,292$1.00M
Dynamic Technology Lab Private Ltd18,000$988.0K
Point72 Asia (Singapore) Pte. Ltd.17,903$982.7K
Point72 Hong Kong Ltd16,209$889.7K
Connor, Clark & Lunn Investment Management Ltd.16,195$888.9K
QRG Capital Management, Inc.16,180$888.1K
Bayforest Capital Ltd14,303$785.1K
Affinity Wealth Management LLC12,649$694.3K
Inceptionr LLC11,538$633.3K
Bridgefront Capital, LLC11,439$627.9K
Sunbelt Securities, Inc.10,263$542.3K
Farringdon Capital, Ltd.9,838$540.0K
Point72 (DIFC) Ltd9,673$531.0K
Aviva PLC9,335$512.4K
Daiwa Securities Group Inc.9,300$510.0K
Sherbrooke Park Advisers LLC9,113$500.2K
Bayesian Capital Management, LP8,321$456.7K
Impact Partnership Wealth, LLC8,175$448.7K
AdvisorShares Investments LLC8,000$439.1K
Petrus Trust Company, LTA7,644$419.6K
Entropy Technologies, LP6,388$350.6K
Headlands Technologies LLC6,029$330.9K
Two Sigma Securities, LLC4,862$266.9K
Atomi Financial Group, Inc.4,478$245.8K
CIBC World Markets Inc.4,431$243.2K
Spears Abacus Advisors LLC4,409$242.0K
Robeco Institutional Asset Management B.V.4,242$232.8K
Prossimo Advisors, LLC4,070$223.0K
Valeo Financial Advisors, LLC4,044$221.9K
PFG Investments, LLC4,039$221.7K
Csenge Advisory Group3,854$219.5K
AlphaStar Capital Management, LLC3,945$216.5K
Brown Capital Management LLC3,915$214.9K
Next Level Private LLC3,832$210.3K
Eagle Bay Advisors LLC3,779$208.9K
Keybank National Association3,685$202.3K
Paladin Advisory Group, LLC3,584$196.7K
Financiere des Professionnels - Fonds d,investissement inc.2,955$162.2K
Clear Street Markets LLC2,358$129.4K
Glenmede Investment Management, LP1,769$97.1K
Bryn Mawr Trust Co1,536$84.3K
Skopos Labs, Inc.1,257$69.0K
Valley National Advisers Inc800$43.0K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.657$36.1K
Whipplewood Advisors, LLC354$19.4K
Hillsdale Investment Management Inc.300$16.5K
Caitong International Asset Management Co., Ltd297$16.3K
Wood Tarver Financial Group, LLC241$13.0K
Garde Capital, Inc.160$8.78K
Stephens Consulting, LLC118$6.48K
Park Square Financial Group, LLC104$5.71K
Pandora Wealth, Inc.96$5.27K
Brown, Lisle/Cummings, Inc.56$3.08K
Twin Peaks Wealth Advisors, LLC58$2.99K
Pineridge Advisors LLC50$2.73K
Bokf, NA42$2.31K
Ameriflex Group, Inc.41$2.25K
Mid-American Wealth Advisory Group, Inc.38$2.09K
Ameritas Advisory Services, LLC27$1.48K
Trifecta Capital Advisors, LLC18$989
Maseco LLP13$713
NewSquare Capital LLC3$165
Bellwether Advisors, LLC1$55

Not filed for Q3 2025 yet (11)

Institutions that held H&R Block Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HRB in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank1,782,215$97.8M
Avantax Advisory Services, Inc.6,986$383.5K
My Legacy Advisors, LLC5,166$293.2K
Belmont Capital, LLC4,000$219.6K
EP Wealth Advisors, LLC3,982$218.5K
PrairieView Partners, LLC608$33.0K
Atlas Capital Advisors LLC135$7.41K
Legacy Investment Solutions, LLC79$4.34K
First Horizon Advisors, Inc.76$4.17K
Parkworth Wealth Management, Inc.10$549
Semmax Financial Advisors Inc.1$70