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 |
|---|---|---|---|---|---|
| Limestone Investment Advisors LP | 14,846 | $750.8K | 0.34% | +14,846 | New |
| RBF Capital, LLC | 15,000 | $758.5K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,175 | $767.4K | 0.00% | −137−0.9% | Reduced |
| Legacy Bridge, LLC | 15,265 | $772.0K | 0.32% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 15,786 | $798.0K | 0.00% | −16,498−51.1% | Reduced |
| Exchange Traded Concepts, LLC | 15,789 | $798.5K | 0.01% | +15,789 | New |
| Cambridge Investment Research Advisors, Inc. | 15,912 | $805.0K | 0.00% | −3,415−17.7% | Reduced |
| Ifrah Financial Services, Inc. | 16,432 | $831.0K | 0.22% | −68−0.4% | Reduced |
| Versor Investments LP | 16,636 | $841.3K | 0.15% | +16,636 | New |
| Dark Forest Capital Management LP | 16,777 | $848.4K | 0.03% | +16,777 | New |
| Advisory Research Inc | 16,837 | $851.4K | 0.11% | +617+3.8% | Added |
| Rockland Trust Co | 16,866 | $852.9K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 16,964 | $858.1K | 0.01% | −280−1.6% | Reduced |
| Baird Financial Group, Inc. | 17,239 | $871.8K | 0.00% | +1,686+10.8% | Added |
| Xponance, Inc. | 17,403 | $880.1K | 0.01% | +223+1.3% | Added |
| GenTrust, LLC | 17,412 | $880.9K | 0.04% | +17,412 | New |
| MSH Capital Advisors LLC | 17,734 | $896.8K | 0.24% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 17,771 | $898.7K | 0.12% | +2,090+13.3% | Added |
| Wealthfront Advisers LLC | 17,795 | $899.9K | 0.00% | −330−1.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $910.3K | 0.10% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 18,258 | $923.3K | 0.06% | −1,000−5.2% | Reduced |
| Kessler Investment Group, LLC | 18,334 | $927.1K | 0.40% | +72+0.4% | Added |
| Colony Group, LLC | 18,303 | $929.9K | 0.00% | −832−4.3% | Reduced |
| The PNC Financial Services Group, Inc. | 18,490 | $935.0K | 0.00% | −101−0.5% | Reduced |
| Verition Fund Management LLC | 18,563 | $938.7K | 0.01% | −74,174−80.0% | Reduced |
| Picton Mahoney Asset Management | 18,915 | $956.0K | 0.01% | +8,364+79.3% | Added |
| Convergence Investment Partners, LLC | 18,959 | $958.8K | 0.22% | +53+0.3% | Added |
| HighTower Advisors, LLC | 19,072 | $964.5K | 0.00% | +4,109+27.5% | Added |
| Advisor Group Holdings, Inc. | 19,337 | $977.2K | 0.00% | −1,523−7.3% | Reduced |
| ISAM Funds (UK) Ltd | 19,338 | $977.9K | 0.20% | +19,338 | New |
| Ethic Inc. | 19,719 | $997.2K | 0.02% | −884−4.3% | Reduced |
| Pictet Asset Management Holding SA | 19,732 | $997.8K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 19,900 | $1.01M | 0.00% | 00.0% | Unchanged |
| Ceera Investments, LLC | 20,510 | $1.04M | 0.32% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 20,808 | $1.05M | 0.01% | −2,244−9.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,187 | $1.12M | 0.00% | −1,832−7.6% | Reduced |
| Summit Trail Advisors, LLC | 22,930 | $1.16M | 0.02% | +22,930 | New |
| Freestone Grove Partners LP | 22,988 | $1.16M | 0.01% | +22,988 | New |
| Vestcor Inc | 23,194 | $1.17M | 0.04% | +6,852+41.9% | Added |
| Huber Capital Management LLC | 23,200 | $1.17M | 0.19% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 23,233 | $1.17M | 0.41% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 24,000 | $1.21M | 0.36% | 00.0% | Unchanged |
| Oak Thistle LLC | 24,559 | $1.24M | 0.19% | +24,559 | New |
| Martingale Asset Management L P | 24,646 | $1.25M | 0.03% | −327−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 25,096 | $1.27M | 0.04% | −898−3.5% | Reduced |
| Sovereign's Capital Management, LLC | 26,063 | $1.32M | 0.72% | +200+0.8% | Added |
| Measured Wealth Private Client Group, LLC | 26,535 | $1.34M | 0.36% | +679+2.6% | Added |
| Jefferies Financial Group Inc. | 26,813 | $1.36M | 0.01% | +26,813 | New |
| Oregon Public Employees Retirement Fund | 26,924 | $1.36M | 0.02% | −500−1.8% | Reduced |
| First Citizens Bank & Trust Co | 27,305 | $1.38M | 0.03% | +674+2.5% | Added |
| XTX Topco Ltd | 27,529 | $1.39M | 0.07% | −5,014−15.4% | Reduced |
| New Mexico Educational Retirement Board | 27,800 | $1.41M | 0.04% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 28,294 | $1.43M | 0.06% | −890−3.0% | Reduced |
| Kestra Advisory Services, LLC | 28,414 | $1.44M | 0.01% | −155−0.5% | Reduced |
| Gallacher Capital Management LLC | 28,425 | $1.44M | 0.57% | +19,923+234.3% | Added |
| Mackenzie Financial Corp | 28,452 | $1.44M | 0.00% | −78,541−73.4% | Reduced |
| Kennondale Capital Management LLC | 29,286 | $1.48M | 1.13% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 29,665 | $1.50M | 0.70% | +5,960+25.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,841 | $1.51M | 0.02% | −50−0.2% | Reduced |
| Thrivent Financial for Lutherans | 30,758 | $1.55M | 0.00% | −764−2.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 31,007 | $1.57M | 0.16% | +815+2.7% | Added |
| Ritholtz Wealth Management | 31,128 | $1.57M | 0.03% | −1,153−3.6% | Reduced |
| Omers Administration Corp | 31,336 | $1.58M | 0.01% | 00.0% | Unchanged |
| LGT Group Foundation | 31,386 | $1.60M | 0.02% | +3,097+10.9% | Added |
| State of Michigan Retirement System | 31,868 | $1.61M | 0.01% | −300−0.9% | Reduced |
| Vident Advisory, LLC | 32,516 | $1.64M | 0.02% | +9,179+39.3% | Added |
| Squarepoint Ops LLC | 32,850 | $1.66M | 0.00% | +32,850 | New |
| Virginia Retirement Systems Et Al | 33,400 | $1.69M | 0.01% | −5,400−13.9% | Reduced |
| Handelsbanken Fonder AB | 33,600 | $1.70M | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 34,161 | $1.73M | 0.06% | +4,600+15.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,360 | $1.74M | 0.01% | −38−0.1% | Reduced |
| Pathstone Holdings, LLC | 34,381 | $1.75M | 0.01% | −88−0.3% | Reduced |
| M&T Bank Corp | 34,605 | $1.75M | 0.01% | −1,754−4.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,613 | $1.75M | 0.06% | −779−2.2% | Reduced |
| Human Investing LLC | 35,261 | $1.78M | 0.26% | −1,889−5.1% | Reduced |
| Cetera Investment Advisers | 35,507 | $1.80M | 0.00% | +2,952+9.1% | Added |
| Ensign Peak Advisors, Inc | 35,682 | $1.80M | 0.00% | −4,610−11.4% | Reduced |
| SummitTX Capital, L.P. | 36,088 | $1.82M | 0.08% | +21,146+141.5% | Added |
| Teacher Retirement System of Texas | 37,198 | $1.88M | 0.01% | −3,654−8.9% | Reduced |
| Louisiana State Employees Retirement System | 37,300 | $1.89M | 0.03% | −400−1.1% | Reduced |
| Cunning Capital Partners, LP | 37,360 | $1.89M | 0.88% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 37,475 | $1.90M | 0.00% | −57,369−60.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 38,489 | $1.95M | 0.00% | +9,135+31.1% | Added |
| Weiss Asset Management LP | 38,610 | $1.95M | 0.03% | +38,610 | New |
| Aurora Investment Counsel | 38,621 | $1.95M | 1.02% | −17,405−31.1% | Reduced |
| Arizona State Retirement System | 39,616 | $2.00M | 0.01% | +553+1.4% | Added |
| Russell Investments Group, Ltd. | 40,515 | $2.05M | 0.00% | −73,190−64.4% | Reduced |
| Mercer Global Advisors Inc | 40,632 | $2.05M | 0.00% | +10,031+32.8% | Added |
| State of New Jersey Common Pension Fund D | 41,439 | $2.10M | 0.01% | −3,506−7.8% | Reduced |
| Citigroup Inc | 41,594 | $2.10M | 0.00% | +14,028+50.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,601 | $2.10M | 0.00% | +3,604+9.5% | Added |
| Optimist Retirement Group LLC | 41,765 | $2.11M | 0.95% | +530+1.3% | Added |
| Yousif Capital Management, LLC | 42,210 | $2.13M | 0.02% | −3,218−7.1% | Reduced |
| Commonwealth Equity Services, LLC | 43,033 | $2.18M | 0.00% | +2,720+6.7% | Added |
| Commerce Bank | 43,703 | $2.21M | 0.01% | +593+1.4% | Added |
| Burney Co | 43,896 | $2.22M | 0.07% | −1,946−4.2% | Reduced |
| Stratos Wealth Advisors, LLC | 44,381 | $2.24M | 0.11% | +44,381 | New |
| Tealwood Asset Management Inc | 44,976 | $2.27M | 0.92% | −1,025−2.2% | Reduced |
| Deutsche Bank AG | 45,223 | $2.29M | 0.00% | +1,903+4.4% | Added |
| CWM, LLC | 45,257 | $2.29M | 0.01% | +30,098+198.5% | Added |