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 |
|---|---|---|---|---|---|
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| ORG Partners LLC | 0 | $26 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $27 | 0.00% | −108−100.0% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $51 | 0.00% | +1 | New |
| S&T Bank | 2 | $101 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $101 | 0.00% | +2 | New |
| Atlantic Trust, LLC | 2 | $102 | 0.00% | −122−98.4% | Reduced |
| AdvisorNet Financial, Inc | 4 | $202 | 0.00% | −6−60.0% | Reduced |
| CoreCap Advisors, LLC | 5 | $253 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $303 | 0.00% | −3−33.3% | Reduced |
| Highline Wealth Partners LLC | 6 | $303 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $303 | 0.00% | +6 | New |
| Sachetta, LLC | 6 | $304 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $304 | 0.00% | +1+20.0% | Added |
| American Capital Advisory, LLC | 6 | $304 | 0.00% | +6 | New |
| Turning Point Benefit Group, Inc. | 6 | $306 | 0.00% | +6 | New |
| First Horizon Corp | 7 | $354 | 0.00% | +7 | New |
| West Branch Capital LLC | 8 | $405 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $407 | 0.00% | −1−11.1% | Reduced |
| Palisade Asset Management, LLC | 9 | $456 | 0.00% | +9 | New |
| South State Corp. | 10 | $506 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $506 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 14 | $716 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 16 | $810 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $816 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 19 | $961 | 0.00% | −46−70.8% | Reduced |
| Cornerstone Planning Group LLC | 19 | $964 | 0.00% | +2+11.8% | Added |
| CX Institutional | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 22 | $1.11K | 0.00% | +22 | New |
| NBC Securities, Inc. | 24 | $1.21K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $1.26K | 0.00% | −2−7.4% | Reduced |
| Aventura Private Wealth, LLC | 26 | $1.31K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 29 | $1.47K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 29 | $1.47K | 0.00% | +29 | New |
| Wealth Watch Advisors, INC | 30 | $1.52K | 0.00% | +30 | New |
| Clean Yield Group | 37 | $1.87K | 0.00% | −32−46.4% | Reduced |
| CVA Family Office, LLC | 41 | $2.07K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $2.14K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 51 | $2.58K | 0.00% | +51 | New |
| Strategic Investment Solutions, Inc. | 52 | $2.63K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $2.68K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $3.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $3.64K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 79 | $4.09K | 0.00% | +79 | New |
| Altshuler Shaham Ltd | 82 | $4.15K | 0.00% | +11+15.5% | Added |
| Binnacle Investments Inc | 84 | $4.25K | 0.00% | +39+86.7% | Added |
| Country Trust Bank | 85 | $4.30K | 0.00% | +85 | New |
| Curio Wealth, LLC | 86 | $4.35K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 86 | $4.40K | 0.00% | −12−12.2% | Reduced |
| Darwin Advisors, LLC | 90 | $4.57K | 0.00% | +1+1.1% | Added |
| WealthCollab, LLC | 100 | $5.06K | 0.00% | +22+28.2% | Added |
| Grove Bank & Trust | 113 | $5.71K | 0.00% | −58−33.9% | Reduced |
| JFS Wealth Advisors, LLC | 113 | $5.71K | 0.00% | −1−0.9% | Reduced |
| Hemington Wealth Management | 126 | $6.00K | 0.00% | −38−23.2% | Reduced |
| Farmers & Merchants Investments Inc | 119 | $6.02K | 0.00% | +5+4.4% | Added |
| LRI Investments, LLC | 121 | $6.12K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 133 | $6.73K | 0.00% | −1,213−90.1% | Reduced |
| Centennial Bank | 140 | $7.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 147 | $7.43K | 0.00% | −33−18.3% | Reduced |
| Massmutual Trust Co FSB | 158 | $7.99K | 0.00% | −66−29.5% | Reduced |
| FSA Wealth Management LLC | 167 | $8.45K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 170 | $8.60K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 178 | $9.00K | 0.00% | +168+1,680.0% | Added |
| Abound Wealth Management | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 200 | $10.1K | 0.00% | +200 | New |
| Harvest Fund Management Co., Ltd | 229 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 241 | $12.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 255 | $13.0K | 0.00% | +2+0.8% | Added |
| Rise Advisors, LLC | 274 | $13.8K | 0.00% | +2+0.7% | Added |
| Pacific Center for Financial Services | 280 | $14.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 297 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 314 | $16.3K | 0.00% | +168+115.1% | Added |
| Manchester Capital Management LLC | 325 | $16.4K | 0.00% | +325 | New |
| Root Financial Partners, LLC | 339 | $17.1K | 0.00% | +339 | New |
| Optiver Holding B.V. | 342 | $17.3K | 0.00% | +69+25.3% | Added |
| Cherry Tree Wealth Management, LLC | 358 | $18.1K | 0.00% | −91−20.3% | Reduced |
| GHP Investment Advisors, Inc. | 379 | $19.2K | 0.00% | +3+0.8% | Added |
| Harbor Asset Planning, Inc. | 379 | $19.2K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 400 | $20.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 406 | $20.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 428 | $21.6K | 0.00% | +100+30.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 430 | $21.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 463 | $23.4K | 0.00% | −188−28.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $25.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 500 | $25.3K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $25.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 504 | $25.5K | 0.00% | −2−0.4% | Reduced |
| Clearstead Advisors, LLC | 511 | $25.8K | 0.00% | +293+134.4% | Added |
| Alpine Bank Wealth Management | 513 | $25.9K | 0.00% | +513 | New |
| Harbor Capital Advisors, Inc. | 514 | $26.0K | 0.00% | −895−63.5% | Reduced |
| Spire Wealth Management | 519 | $26.3K | 0.00% | −8−1.5% | Reduced |
| Parkside Financial Bank & Trust | 532 | $26.9K | 0.00% | −30−5.3% | Reduced |
| Quent Capital, LLC | 541 | $27.3K | 0.00% | +541 | New |
| Atwood & Palmer Inc | 570 | $28.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 597 | $30.2K | 0.00% | −340−36.3% | Reduced |
| WPG Advisers, LLC | 665 | $33.6K | 0.03% | +37+5.9% | Added |
| NVWM, LLC | 676 | $34.2K | 0.01% | 00.0% | Unchanged |