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, 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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 5,574 | $281.9K | 0.01% | −1,862−25.0% | Reduced |
| Arnhold LLC | 5,600 | $283.2K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,623 | $284.4K | 0.00% | −37,631−87.0% | Reduced |
| ProShare Advisors LLC | 5,694 | $287.9K | 0.00% | −242−4.1% | Reduced |
| DGS Capital Management, LLC | 5,776 | $292.1K | 0.05% | +486+9.2% | Added |
| Corton Capital Inc. | 5,822 | $294.4K | 0.72% | +5,822 | New |
| Allworth Financial LP | 5,825 | $294.6K | 0.00% | +846+17.0% | Added |
| Robertson Stephens Wealth Management, LLC | 5,819 | $296.7K | 0.01% | +39+0.7% | Added |
| Buckingham Strategic Partners | 6,158 | $298.3K | 0.00% | +6,158 | New |
| Algert Global LLC | 5,940 | $300.4K | 0.01% | −24,260−80.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,966 | $301.7K | 0.01% | +1,687+39.4% | Added |
| Quadrant Capital Group LLC | 5,971 | $302.0K | 0.01% | −773−11.5% | Reduced |
| Fox Run Management, L.L.C. | 6,053 | $306.1K | 0.05% | −15,695−72.2% | Reduced |
| Swiss Life Asset Management Ltd | 6,078 | $307.4K | 0.00% | +6,078 | New |
| Quest Partners LLC | 6,090 | $308.0K | 0.02% | +6,090 | New |
| Hancock Whitney Corp | 6,103 | $308.6K | 0.01% | −7,423−54.9% | Reduced |
| Waldron Private Wealth LLC | 6,075 | $309.8K | 0.01% | 00.0% | Unchanged |
| Scientech Research LLC | 6,176 | $312.3K | 0.11% | +6,176 | New |
| MOKAN Wealth Management Inc. | 6,240 | $315.6K | 0.16% | +41+0.7% | Added |
| Prosperity Consulting Group, LLC | 6,257 | $316.4K | 0.02% | 00.0% | Unchanged |
| Natixis | 6,297 | $318.4K | 0.00% | −26,023−80.5% | Reduced |
| Silver Coast Investments LLC | 6,428 | $325.1K | 0.11% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,486 | $328.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,495 | $328.5K | 0.01% | +611+10.4% | Added |
| Focus Financial Network, Inc. | 6,633 | $335.4K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 6,715 | $339.6K | 0.01% | +6,715 | New |
| Leuthold Group, LLC | 6,718 | $339.7K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,764 | $342.0K | 0.00% | +6,764 | New |
| PharVision Advisers, LLC | 6,775 | $342.6K | 0.19% | +6,775 | New |
| Sterling Capital Management LLC | 6,849 | $346.4K | 0.01% | −1,498−17.9% | Reduced |
| Utah Retirement Systems | 7,009 | $354.4K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,096 | $358.8K | 0.02% | −102−1.4% | Reduced |
| Brinker Capital Investments, LLC | 7,103 | $359.2K | 0.00% | +1,820+34.5% | Added |
| Counterpoint Mutual Funds LLC | 7,122 | $360.2K | 0.03% | +7,122 | New |
| Moody Lynn & Lieberson, LLC | 7,339 | $371.1K | 0.02% | +180+2.5% | Added |
| Park National Corp | 7,361 | $372.2K | 0.01% | +846+13.0% | Added |
| TCM Advisors, LLC | – | $374.2K | 0.32% | – | – |
| DRW Securities, LLC | 7,593 | $386.7K | 0.02% | +7,593 | New |
| Paradigm Financial Partners, LLC | 7,739 | $391.4K | 0.04% | −680−8.1% | Reduced |
| Krilogy Financial LLC | 7,991 | $404.2K | 0.02% | +7,991 | New |
| Bank of Nova Scotia | 8,021 | $405.6K | 0.00% | −43,050−84.3% | Reduced |
| Boothbay Fund Management, LLC | 8,113 | $410.3K | 0.01% | +8,113 | New |
| Aigen Investment Management, LP | 8,164 | $412.9K | 0.06% | +8,164 | New |
| Gsa Capital Partners LLP | 8,269 | $418.0K | 0.03% | +1,884+29.5% | Added |
| Harbour Investments, Inc. | 8,328 | $421.1K | 0.01% | +1,719+26.0% | Added |
| Advisors Capital Management, LLC | 8,350 | $422.3K | 0.01% | −22−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 8,446 | $427.1K | 0.00% | −526−5.9% | Reduced |
| Tradewinds, LLC. | 8,581 | $433.9K | 0.11% | +8,581 | New |
| Captrust Financial Advisors | 8,607 | $435.3K | 0.00% | +3,467+67.5% | Added |
| Dorsey & Whitney Trust CO LLC | 8,613 | $435.6K | 0.02% | −73−0.8% | Reduced |
| Occudo Quantitative Strategies LP | 8,922 | $451.2K | 0.05% | +8,922 | New |
| Boston Family Office LLC | 9,000 | $455.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 9,005 | $455.4K | 0.12% | +326+3.8% | Added |
| Pinebridge Investments, L.P. | 9,108 | $460.6K | 0.00% | −20,925−69.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 9,110 | $460.7K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 9,216 | $466.1K | 0.00% | +9,216 | New |
| Brown Advisory Inc | 9,256 | $468.1K | 0.00% | −58−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 9,616 | $486.3K | 0.01% | +7,079+279.0% | Added |
| Chesley Taft & Associates LLC | 9,661 | $488.6K | 0.02% | −125−1.3% | Reduced |
| denkapparat Operations GmbH | 9,794 | $495.3K | 0.32% | +9,794 | New |
| FORA Capital, LLC | 9,821 | $496.6K | 0.09% | +9,821 | New |
| Capital Advisory Group Advisory Services, LLC | 9,988 | $505.1K | 0.16% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 10,026 | $507.0K | 0.01% | −139−1.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $509.9K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 10,408 | $527.3K | 0.02% | +1,195+13.0% | Added |
| Convergence Financial, LLC | 10,491 | $530.5K | 0.08% | +2,973+39.5% | Added |
| Federation des caisses Desjardins du Quebec | 10,539 | $533.0K | 0.00% | +8,879+534.9% | Added |
| Aviso Wealth Management | 10,561 | $534.1K | 0.23% | −1,356−11.4% | Reduced |
| Credit Industriel Et Commercial | 10,604 | $536.2K | 0.09% | +1,111+11.7% | Added |
| CWC Advisors, LLC. | 10,674 | $539.8K | 0.26% | +64+0.6% | Added |
| Fifth Third Bancorp | 10,765 | $544.4K | 0.00% | −103−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,874 | $549.9K | 0.00% | −9,602−46.9% | Reduced |
| AE Wealth Management LLC | 10,987 | $555.6K | 0.00% | +1,600+17.0% | Added |
| Semanteon Capital Management, LP | 11,135 | $563.1K | 0.71% | +11,135 | New |
| Horizon Investments, LLC | 11,238 | $568.3K | 0.01% | −27,318−70.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,739 | $593.6K | 0.04% | −78,149−86.9% | Reduced |
| RMB Capital Management, LLC | 11,860 | $604.8K | 0.01% | +149+1.3% | Added |
| WBI Investments | 12,122 | $613.0K | 0.16% | −6,835−36.1% | Reduced |
| Journey Strategic Wealth LLC | 12,128 | $613.3K | 0.02% | −1,043−7.9% | Reduced |
| Toroso Investments, LLC | 12,146 | $614.2K | 0.00% | −3,575−22.7% | Reduced |
| Merit Financial Group, LLC | 12,338 | $623.9K | 0.01% | +3,482+39.3% | Added |
| Ontario Teachers Pension Plan Board | 12,350 | $624.5K | 0.01% | −22,556−64.6% | Reduced |
| FIL Ltd | 12,566 | $635.5K | 0.00% | −580−4.4% | Reduced |
| US Bancorp | 12,601 | $637.2K | 0.00% | +261+2.1% | Added |
| Ascent Group, LLC | 13,126 | $663.8K | 0.02% | −3,385−20.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,136 | $664.3K | 0.00% | +30.0% | Added |
| RSM US Wealth Management LLC | 13,088 | $668.8K | 0.01% | −4,355−25.0% | Reduced |
| Neuberger Berman Group LLC | 13,306 | $672.9K | 0.00% | −15,565−53.9% | Reduced |
| New York Life Investment Management LLC | 13,462 | $680.8K | 0.01% | −434−3.1% | Reduced |
| Farther Finance Advisors, LLC | 13,756 | $695.7K | 0.01% | −2,532−15.5% | Reduced |
| South Dakota Investment Council | 13,801 | $698.0K | 0.01% | −1,500−9.8% | Reduced |
| Guggenheim Capital LLC | 14,048 | $710.4K | 0.01% | +4,196+42.6% | Added |
| Susquehanna International Group, LLP | 14,253 | $720.8K | 0.00% | −5,269−27.0% | Reduced |
| Public Employees Retirement Association of Colorado | 14,290 | $723.0K | 0.00% | 00.0% | Unchanged |
| Range Financial Group LLC | 14,365 | $726.4K | 0.26% | −178−1.2% | Reduced |
| Armistice Capital, LLC | 14,506 | $733.6K | 0.02% | +14,506 | New |
| Diversified Trust Co | 14,510 | $733.8K | 0.01% | +8,928+159.9% | Added |
| Integrated Wealth Concepts LLC | 14,572 | $736.9K | 0.01% | +14,572 | New |
| Claret Asset Management Corp | 14,714 | $744.0K | 0.09% | −160−1.1% | Reduced |
| Jones Financial Companies LLLP | 14,802 | $745.3K | 0.00% | +1,178+8.6% | Added |