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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 45,902 | $2.32M | 0.06% | −44,733−49.4% | Reduced |
| Auxier Asset Management | 46,037 | $2.33M | 0.33% | −222−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 46,171 | $2.33M | 0.01% | +286+0.6% | Added |
| Stifel Financial Corp | 46,820 | $2.37M | 0.00% | +2,570+5.8% | Added |
| KLP Kapitalforvaltning AS | 47,100 | $2.40M | 0.01% | +4,600+10.8% | Added |
| Teachers Retirement System of the State of Kentucky | 47,628 | $2.41M | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 47,944 | $2.42M | 0.00% | +12,893+36.8% | Added |
| Jain Global LLC | 48,207 | $2.44M | 0.03% | +43,037+832.4% | Added |
| CBOE Vest Financial, LLC | 50,892 | $2.57M | 0.03% | +15,851+45.2% | Added |
| GWM Advisors LLC | 52,078 | $2.63M | 0.01% | +16,911+48.1% | Added |
| Rings Capital Management LLC | 53,000 | $2.68M | 1.26% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 53,120 | $2.69M | 0.00% | −562,706−91.4% | Reduced |
| Elo Mutual Pension Insurance Co | 54,106 | $2.74M | 0.04% | +23,927+79.3% | Added |
| Wells Fargo & Company | 54,130 | $2.74M | 0.00% | −16,550−23.4% | Reduced |
| Comerica Bank | 54,735 | $2.77M | 0.01% | −52,247−48.8% | Reduced |
| Bank of Montreal | 55,225 | $2.79M | 0.00% | −92,696−62.7% | Reduced |
| State of Tennessee, Treasury Department | 55,436 | $2.80M | 0.01% | 00.0% | Unchanged |
| Round Hill Asset Management | 55,506 | $2.81M | 1.85% | −225−0.4% | Reduced |
| State of Alaska, Department of Revenue | 57,633 | $2.91M | 0.03% | −335−0.6% | Reduced |
| Quantinno Capital Management LP | 57,936 | $2.93M | 0.01% | −16,056−21.7% | Reduced |
| Redwood Investment Management, LLC | 63,181 | $2.94M | 0.32% | −24,268−27.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 59,089 | $2.99M | 0.02% | +8,536+16.9% | Added |
| Janus Henderson Group PLC | 61,188 | $3.09M | 0.00% | −288,088−82.5% | Reduced |
| Wedge Capital Management L L P | 61,281 | $3.10M | 0.05% | −676,716−91.7% | Reduced |
| Mutual of America Capital Management LLC | 61,829 | $3.13M | 0.03% | −4,749−7.1% | Reduced |
| Amalgamated Bank | 62,547 | $3.16M | 0.02% | −33−0.1% | Reduced |
| Intech Investment Management LLC | 62,614 | $3.17M | 0.03% | −27,151−30.2% | Reduced |
| Agf Management Ltd | 65,115 | $3.29M | 0.01% | +11,851+22.2% | Added |
| Kendall Capital Management | 65,235 | $3.30M | 0.74% | +2,815+4.5% | Added |
| HSBC Holdings PLC | 66,743 | $3.38M | 0.00% | −97,821−59.4% | Reduced |
| LPL Financial LLC | 66,788 | $3.38M | 0.00% | +3,430+5.4% | Added |
| Storebrand Asset Management AS | 68,181 | $3.45M | 0.01% | −40,000−37.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 68,866 | $3.48M | 0.02% | −7,153−9.4% | Reduced |
| MetLife Investment Management | 69,849 | $3.53M | 0.02% | +69,849 | New |
| Empowered Funds, LLC | 70,155 | $3.55M | 0.04% | +1,732+2.5% | Added |
| Quantbot Technologies LP | 71,856 | $3.63M | 0.10% | +50,715+239.9% | Added |
| Jacobs Levy Equity Management, Inc | 73,599 | $3.72M | 0.01% | −24,535−25.0% | Reduced |
| Janney Montgomery Scott LLC | 74,479 | $3.77M | 0.01% | +6,741+10.0% | Added |
| HRT Financial LP | 74,988 | $3.79M | 0.01% | +17,535+30.5% | Added |
| Two Sigma Investments, LP | 75,589 | $3.82M | 0.01% | −77,636−50.7% | Reduced |
| State of Wisconsin Investment Board | 77,256 | $3.91M | 0.01% | −1,587−2.0% | Reduced |
| Seizert Capital Partners, LLC | 80,349 | $4.06M | 0.18% | +80,349 | New |
| Truist Financial Corp | 81,566 | $4.12M | 0.01% | −732,332−90.0% | Reduced |
| New York State Common Retirement Fund | 81,979 | $4.15M | 0.01% | −2,000−2.4% | Reduced |
| Schroder Investment Management Group | 85,684 | $4.34M | 0.00% | −2,892−3.3% | Reduced |
| Creative Planning | 91,417 | $4.62M | 0.00% | +9,616+11.8% | Added |
| American Century Companies Inc | 91,621 | $4.63M | 0.00% | −167,824−64.7% | Reduced |
| Ruffer LLP | 91,950 | $4.65M | 0.26% | −33,647−26.8% | Reduced |
| Illinois Municipal Retirement Fund | 94,876 | $4.80M | 0.06% | +8,134+9.4% | Added |
| Segall Bryant & Hamill, LLC | 95,000 | $4.80M | 0.06% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 96,819 | $4.90M | 0.00% | −3,487−3.5% | Reduced |
| Renaissance Technologies LLC | 99,400 | $5.03M | 0.01% | +99,400 | New |
| Rodgers Brothers Inc. | 99,650 | $5.04M | 0.62% | −250−0.3% | Reduced |
| Amundi | 99,840 | $5.08M | 0.00% | +12,128+13.8% | Added |
| Crawford Investment Counsel Inc | 101,125 | $5.11M | 0.08% | +121+0.1% | Added |
| Jane Street Group, LLC | 102,266 | $5.17M | 0.01% | −354,651−77.6% | Reduced |
| Ibex Wealth Advisors | 103,519 | $5.23M | 0.50% | −97,806−48.6% | Reduced |
| Morningstar Investment Management LLC | 103,578 | $5.24M | 0.19% | +103,578 | New |
| Cerity Partners LLC | 103,847 | $5.25M | 0.01% | +7,936+8.3% | Added |
| Great West Life Assurance Co | 105,729 | $5.35M | 0.01% | −1,911−1.8% | Reduced |
| Prudential Financial Inc | 115,057 | $5.82M | 0.01% | +15,391+15.4% | Added |
| ExodusPoint Capital Management, LP | 116,295 | $5.88M | 0.08% | +116,295 | New |
| Nisa Investment Advisors, LLC | 119,483 | $6.09M | 0.02% | +41,068+52.4% | Added |
| Brandywine Global Investment Management, LLC | 121,600 | $6.15M | 0.04% | +40,001+49.0% | Added |
| Nordea Investment Management AB | 122,409 | $6.16M | 0.01% | +6,389+5.5% | Added |
| California State Teachers Retirement System | 128,307 | $6.49M | 0.01% | +60.0% | Added |
| Victory Capital Management Inc | 128,913 | $6.52M | 0.00% | +51,689+66.9% | Added |
| Capital Fund Management S.A. | 139,971 | $7.08M | 0.07% | +27,455+24.4% | Added |
| New York State Teachers Retirement System | 143,333 | $7.25M | 0.01% | −8,346−5.5% | Reduced |
| Landscape Capital Management, L.L.C. | 144,124 | $7.29M | 0.46% | −529−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 145,059 | $7.34M | 0.01% | −16,094−10.0% | Reduced |
| Panagora Asset Management Inc | 150,299 | $7.60M | 0.03% | +143,586+2,138.9% | Added |
| DekaBank Deutsche Girozentrale | 154,795 | $7.75M | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 154,582 | $7.82M | 0.12% | +33,511+27.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 155,801 | $7.88M | 0.01% | −14,374−8.4% | Reduced |
| Acadian Asset Management LLC | 160,228 | $8.10M | 0.01% | −217,528−57.6% | Reduced |
| Retirement Systems of Alabama | 161,868 | $8.19M | 0.03% | −219,152−57.5% | Reduced |
| CI Private Wealth, LLC | 167,984 | $8.50M | 0.01% | +1,816+1.1% | Added |
| Tectonic Advisors LLC | 169,753 | $8.58M | 0.47% | +25,706+17.8% | Added |
| Alliancebernstein L.P. | 172,440 | $8.72M | 0.00% | −14,251−7.6% | Reduced |
| Cambria Investment Management, L.P. | 173,329 | $8.77M | 0.53% | −12,274−6.6% | Reduced |
| Midwest Trust Co | 173,770 | $8.79M | 0.11% | −2,550−1.4% | Reduced |
| Man Group plc | 176,035 | $8.90M | 0.02% | −183,427−51.0% | Reduced |
| Raymond James Financial Inc | 183,290 | $9.27M | 0.00% | +7,086+4.0% | Added |
| Kingsview Wealth Management, LLC | 193,262 | $9.77M | 0.15% | +187,702+3,375.9% | Added |
| Treasurer of the State of North Carolina | 197,617 | $9.99M | 0.03% | −2,441−1.2% | Reduced |
| Royce & Associates LP | 214,556 | $10.9M | 0.11% | +135,100+170.0% | Added |
| Ameriprise Financial Inc | 224,484 | $11.4M | 0.00% | +28,956+14.8% | Added |
| Federated Hermes, Inc. | 227,797 | $11.5M | 0.02% | +13,804+6.5% | Added |
| Millennium Management LLC | 228,003 | $11.5M | 0.01% | −114,854−33.5% | Reduced |
| Swiss National Bank | 259,500 | $13.1M | 0.01% | +3,800+1.5% | Added |
| Woodline Partners LP | 260,532 | $13.2M | 0.06% | +260,532 | New |
| Legal & General Group Plc | 263,069 | $13.3M | 0.00% | −23,468−8.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 267,466 | $13.5M | 0.04% | +169,562+173.2% | Added |
| Franklin Resources Inc | 2,439,476 | $13.9M | 0.00% | +2,314,904+1,858.3% | Added |
| Voloridge Investment Management, LLC | 284,908 | $14.4M | 0.05% | −578,745−67.0% | Reduced |
| Principal Financial Group Inc | 297,286 | $15.0M | 0.01% | −6,623−2.2% | Reduced |
| Voya Investment Management LLC | 300,957 | $15.2M | 0.02% | −48,668−13.9% | Reduced |
| Engineers Gate Manager LP | 316,492 | $16.0M | 0.18% | +205,161+184.3% | Added |
| Canada Pension Plan Investment Board | 326,100 | $16.5M | 0.01% | +125,300+62.4% | Added |