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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 685 | $34.6K | 0.00% | +685 | New |
| Penserra Capital Management LLC | 725 | $36.0K | 0.00% | +8+1.1% | Added |
| Wealthspire Advisors, LLC | 786 | $39.8K | 0.00% | +786 | New |
| Archer Investment Corp | 800 | $40.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 805 | $40.7K | 0.00% | −266−24.8% | Reduced |
| Nomura Asset Management Co Ltd | 830 | $42.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 840 | $42.5K | 0.00% | +129+18.1% | Added |
| Walleye Capital LLC | 860 | $43.5K | 0.00% | −3,395−79.8% | Reduced |
| SBI Securities Co., Ltd. | 871 | $44.0K | 0.00% | +51+6.2% | Added |
| Bogart Wealth, LLC | 886 | $44.8K | 0.00% | +20+2.3% | Added |
| Danske Bank A/S | 900 | $45.5K | 0.00% | −118−11.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 935 | $47.3K | 0.00% | −147−13.6% | Reduced |
| Employees Retirement System of Texas | 1,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,042 | $52.7K | 0.01% | +221+26.9% | Added |
| Corsicana & Co. | 1,050 | $53.1K | 0.03% | +1,050 | New |
| Rothschild Investment LLC | 1,133 | $57.3K | 0.00% | +1,133 | New |
| Carolina Wealth Advisors, LLC | 1,136 | $57.4K | 0.02% | +1,136 | New |
| HM Payson & Co | 1,150 | $58.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,163 | $58.8K | 0.01% | −1,120−49.1% | Reduced |
| Richardson Financial Services Inc. | 1,285 | $65.0K | 0.04% | −60−4.5% | Reduced |
| Salem Investment Counselors Inc | 1,314 | $67.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,338 | $67.7K | 0.00% | +112+9.1% | Added |
| Hantz Financial Services, Inc. | 1,347 | $68.0K | 0.00% | +1,100+445.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,357 | $69.0K | 0.00% | +14+1.0% | Added |
| EverSource Wealth Advisors, LLC | 1,396 | $70.6K | 0.00% | +482+52.7% | Added |
| Covestor Ltd | 1,399 | $71.0K | 0.04% | +286+25.7% | Added |
| Parallel Advisors, LLC | 1,419 | $71.8K | 0.00% | −107−7.0% | Reduced |
| Group One Trading, L.P. | 1,468 | $74.2K | 0.00% | +1,468 | New |
| National Bank of Canada | 1,490 | $75.3K | 0.00% | −92,707−98.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,500 | $75.8K | 0.00% | +9+0.6% | Added |
| Ci Investments Inc. | 1,503 | $76.0K | 0.00% | −868−36.6% | Reduced |
| Huntington National Bank | 1,571 | $79.4K | 0.00% | +212+15.6% | Added |
| Global Retirement Partners, LLC | 1,672 | $84.6K | 0.00% | −245−12.8% | Reduced |
| GAMMA Investing LLC | 1,862 | $94.2K | 0.01% | −298−13.8% | Reduced |
| Advisors Asset Management, Inc. | 1,902 | $96.2K | 0.00% | −1,887−49.8% | Reduced |
| North Star Investment Management Corp. | 1,983 | $100.3K | 0.01% | +1+0.1% | Added |
| Independence Bank of Kentucky | 2,000 | $101.1K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,108 | $106.0K | 0.00% | +2,108 | New |
| State of Wyoming | 2,220 | $112.3K | 0.01% | −30−1.3% | Reduced |
| Center for Financial Planning, Inc. | 2,303 | $116.5K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 2,338 | $118.2K | 0.04% | +2,338 | New |
| Medallion Wealth Advisors, LLC | 2,400 | $121.4K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,493 | $126.0K | 0.01% | −3,016−54.7% | Reduced |
| TD Private Client Wealth LLC | 2,791 | $141.1K | 0.00% | −5,923−68.0% | Reduced |
| Quarry LP | 2,883 | $145.8K | 0.04% | +2,413+513.4% | Added |
| Bessemer Group Inc | 2,895 | $146.0K | 0.00% | +659+29.5% | Added |
| EMC Capital Management | 2,917 | $148.0K | 0.07% | 00.0% | Unchanged |
| STRS Ohio | 3,171 | $160.4K | 0.00% | +2+0.1% | Added |
| Advisory Services Network, LLC | 3,554 | $179.7K | 0.00% | +3,554 | New |
| New Vernon Capital Holdings II LLC | 3,763 | $190.3K | 0.09% | +3,763 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,793 | $191.8K | 0.00% | +1,048+38.2% | Added |
| CIBC Private Wealth Group, LLC | 3,835 | $193.9K | 0.00% | +348+10.0% | Added |
| KBC Group NV | 3,929 | $199.0K | 0.00% | +542+16.0% | Added |
| Andra AP-fonden | 3,982 | $201.4K | 0.00% | −35,825−90.0% | Reduced |
| 1620 Investment Advisors, Inc. | 3,986 | $201.6K | 0.14% | −140−3.4% | Reduced |
| CAPROCK Group, Inc. | 4,005 | $201.7K | 0.00% | +4,005 | New |
| Corient IA LLC | 4,000 | $202.3K | 0.15% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,000 | $202.3K | 0.00% | +4,000 | New |
| Pallas Capital Advisors LLC | 4,007 | $202.6K | 0.01% | +4,007 | New |
| Keebeck Alpha, LP | 4,018 | $203.2K | 0.28% | +4,018 | New |
| Westshore Wealth, LLC | 4,060 | $205.3K | 0.07% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 4,075 | $206.1K | 0.02% | +221+5.7% | Added |
| Thrive Wealth Management, LLC | 4,092 | $206.9K | 0.03% | +38+0.9% | Added |
| Armstrong Advisory Group, Inc | 4,110 | $207.8K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 4,120 | $208.3K | 0.16% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,092 | $209.7K | 0.01% | +4,092 | New |
| Brown Brothers Harriman & Co | 4,180 | $211.4K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,195 | $212.1K | 0.02% | +4,195 | New |
| SageView Advisory Group, LLC | 4,213 | $213.1K | 0.01% | −2,957−41.2% | Reduced |
| Umb Bank N A | 4,220 | $213.4K | 0.00% | −734−14.8% | Reduced |
| Essential Partners LLC | 4,350 | $220.0K | 0.07% | +4,216+3,146.3% | Added |
| CIBC Asset Management Inc | 4,364 | $220.7K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,408 | $222.9K | 0.00% | +120+2.8% | Added |
| Fifth Third Wealth Advisors LLC | 4,432 | $224.1K | 0.01% | −90−2.0% | Reduced |
| Vise Technologies, Inc. | 4,486 | $226.8K | 0.01% | +311+7.4% | Added |
| D.A. Davidson & Co. | 4,518 | $228.5K | 0.00% | +191+4.4% | Added |
| Intrust Bank NA | 4,565 | $230.9K | 0.02% | −238−5.0% | Reduced |
| NDVR, Inc. | 4,593 | $232.3K | 0.19% | −231−4.8% | Reduced |
| Prelude Capital Management, LLC | 4,656 | $235.5K | 0.02% | +4,656 | New |
| Brighton Jones LLC | 4,685 | $236.9K | 0.01% | +4,685 | New |
| Wolverine Trading, LLC | 4,742 | $239.9K | 0.00% | +4,742 | New |
| Shelton Capital Management | 4,748 | $240.1K | 0.01% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,700 | $240.4K | 0.04% | −800−14.5% | Reduced |
| Guyasuta Investment Advisors Inc | 4,800 | $242.7K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,956 | $250.6K | 0.01% | +3+0.1% | Added |
| Sound Income Strategies, LLC | 5,052 | $250.7K | 0.01% | −497−9.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 4,972 | $251.4K | 0.08% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 4,990 | $252.3K | 0.11% | +10.0% | Added |
| Everett Harris & Co | 5,000 | $252.8K | 0.00% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 5,000 | $252.8K | 0.06% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $252.8K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,000 | $252.8K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,006 | $253.2K | 0.00% | −176−3.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,045 | $255.1K | 0.05% | +3,575+243.2% | Added |
| Rockefeller Capital Management L.P. | 5,048 | $255.3K | 0.00% | −38,080−88.3% | Reduced |
| SG Americas Securities, LLC | 5,138 | $260.0K | 0.00% | +120+2.4% | Added |
| Banque Cantonale Vaudoise | 5,324 | $269.0K | 0.01% | 00.0% | Unchanged |
| Lindenwold Advisors | 5,402 | $273.2K | 0.13% | +35+0.7% | Added |
| HB Wealth Management, LLC | 5,420 | $274.1K | 0.00% | +1,212+28.8% | Added |
| J.W. Cole Advisors, Inc. | 5,529 | $279.6K | 0.01% | +18+0.3% | Added |