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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 81,979 | $4.15M | 0.01% | −2,000−2.4% | Reduced |
| Truist Financial Corp | 81,566 | $4.12M | 0.01% | −732,332−90.0% | Reduced |
| Seizert Capital Partners, LLC | 80,349 | $4.06M | 0.18% | +80,349 | New |
| State of Wisconsin Investment Board | 77,256 | $3.91M | 0.01% | −1,587−2.0% | Reduced |
| Two Sigma Investments, LP | 75,589 | $3.82M | 0.01% | −77,636−50.7% | Reduced |
| HRT Financial LP | 74,988 | $3.79M | 0.01% | +17,535+30.5% | Added |
| Janney Montgomery Scott LLC | 74,479 | $3.77M | 0.01% | +6,741+10.0% | Added |
| Jacobs Levy Equity Management, Inc | 73,599 | $3.72M | 0.01% | −24,535−25.0% | Reduced |
| Quantbot Technologies LP | 71,856 | $3.63M | 0.10% | +50,715+239.9% | Added |
| Empowered Funds, LLC | 70,155 | $3.55M | 0.04% | +1,732+2.5% | Added |
| MetLife Investment Management | 69,849 | $3.53M | 0.02% | +69,849 | New |
| O'Shaughnessy Asset Management, LLC | 68,866 | $3.48M | 0.02% | −7,153−9.4% | Reduced |
| Storebrand Asset Management AS | 68,181 | $3.45M | 0.01% | −40,000−37.0% | Reduced |
| LPL Financial LLC | 66,788 | $3.38M | 0.00% | +3,430+5.4% | Added |
| HSBC Holdings PLC | 66,743 | $3.38M | 0.00% | −97,821−59.4% | Reduced |
| Kendall Capital Management | 65,235 | $3.30M | 0.74% | +2,815+4.5% | Added |
| Agf Management Ltd | 65,115 | $3.29M | 0.01% | +11,851+22.2% | Added |
| Intech Investment Management LLC | 62,614 | $3.17M | 0.03% | −27,151−30.2% | Reduced |
| Amalgamated Bank | 62,547 | $3.16M | 0.02% | −33−0.1% | Reduced |
| Mutual of America Capital Management LLC | 61,829 | $3.13M | 0.03% | −4,749−7.1% | Reduced |
| Wedge Capital Management L L P | 61,281 | $3.10M | 0.05% | −676,716−91.7% | Reduced |
| Janus Henderson Group PLC | 61,188 | $3.09M | 0.00% | −288,088−82.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 59,089 | $2.99M | 0.02% | +8,536+16.9% | Added |
| Redwood Investment Management, LLC | 63,181 | $2.94M | 0.32% | −24,268−27.8% | Reduced |
| Quantinno Capital Management LP | 57,936 | $2.93M | 0.01% | −16,056−21.7% | Reduced |
| State of Alaska, Department of Revenue | 57,633 | $2.91M | 0.03% | −335−0.6% | Reduced |
| Round Hill Asset Management | 55,506 | $2.81M | 1.85% | −225−0.4% | Reduced |
| State of Tennessee, Treasury Department | 55,436 | $2.80M | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 55,225 | $2.79M | 0.00% | −92,696−62.7% | Reduced |
| Comerica Bank | 54,735 | $2.77M | 0.01% | −52,247−48.8% | Reduced |
| Wells Fargo & Company | 54,130 | $2.74M | 0.00% | −16,550−23.4% | Reduced |
| Elo Mutual Pension Insurance Co | 54,106 | $2.74M | 0.04% | +23,927+79.3% | Added |
| Envestnet Asset Management Inc | 53,120 | $2.69M | 0.00% | −562,706−91.4% | Reduced |
| Rings Capital Management LLC | 53,000 | $2.68M | 1.26% | 00.0% | Unchanged |
| GWM Advisors LLC | 52,078 | $2.63M | 0.01% | +16,911+48.1% | Added |
| CBOE Vest Financial, LLC | 50,892 | $2.57M | 0.03% | +15,851+45.2% | Added |
| Jain Global LLC | 48,207 | $2.44M | 0.03% | +43,037+832.4% | Added |
| Mariner, LLC | 47,944 | $2.42M | 0.00% | +12,893+36.8% | Added |
| Teachers Retirement System of the State of Kentucky | 47,628 | $2.41M | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 47,100 | $2.40M | 0.01% | +4,600+10.8% | Added |
| Stifel Financial Corp | 46,820 | $2.37M | 0.00% | +2,570+5.8% | Added |
| Public Employees Retirement System of Ohio | 46,171 | $2.33M | 0.01% | +286+0.6% | Added |
| Auxier Asset Management | 46,037 | $2.33M | 0.33% | −222−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 45,902 | $2.32M | 0.06% | −44,733−49.4% | Reduced |
| CWM, LLC | 45,257 | $2.29M | 0.01% | +30,098+198.5% | Added |
| Deutsche Bank AG | 45,223 | $2.29M | 0.00% | +1,903+4.4% | Added |
| Tealwood Asset Management Inc | 44,976 | $2.27M | 0.92% | −1,025−2.2% | Reduced |
| Stratos Wealth Advisors, LLC | 44,381 | $2.24M | 0.11% | +44,381 | New |
| Burney Co | 43,896 | $2.22M | 0.07% | −1,946−4.2% | Reduced |
| Commerce Bank | 43,703 | $2.21M | 0.01% | +593+1.4% | Added |
| Commonwealth Equity Services, LLC | 43,033 | $2.18M | 0.00% | +2,720+6.7% | Added |
| Yousif Capital Management, LLC | 42,210 | $2.13M | 0.02% | −3,218−7.1% | Reduced |
| Optimist Retirement Group LLC | 41,765 | $2.11M | 0.95% | +530+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,601 | $2.10M | 0.00% | +3,604+9.5% | Added |
| Citigroup Inc | 41,594 | $2.10M | 0.00% | +14,028+50.9% | Added |
| State of New Jersey Common Pension Fund D | 41,439 | $2.10M | 0.01% | −3,506−7.8% | Reduced |
| Mercer Global Advisors Inc | 40,632 | $2.05M | 0.00% | +10,031+32.8% | Added |
| Russell Investments Group, Ltd. | 40,515 | $2.05M | 0.00% | −73,190−64.4% | Reduced |
| Arizona State Retirement System | 39,616 | $2.00M | 0.01% | +553+1.4% | Added |
| Aurora Investment Counsel | 38,621 | $1.95M | 1.02% | −17,405−31.1% | Reduced |
| Weiss Asset Management LP | 38,610 | $1.95M | 0.03% | +38,610 | New |
| Wealth Enhancement Advisory Services, LLC | 38,489 | $1.95M | 0.00% | +9,135+31.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 37,475 | $1.90M | 0.00% | −57,369−60.5% | Reduced |
| Cunning Capital Partners, LP | 37,360 | $1.89M | 0.88% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 37,300 | $1.89M | 0.03% | −400−1.1% | Reduced |
| Teacher Retirement System of Texas | 37,198 | $1.88M | 0.01% | −3,654−8.9% | Reduced |
| SummitTX Capital, L.P. | 36,088 | $1.82M | 0.08% | +21,146+141.5% | Added |
| Ensign Peak Advisors, Inc | 35,682 | $1.80M | 0.00% | −4,610−11.4% | Reduced |
| Cetera Investment Advisers | 35,507 | $1.80M | 0.00% | +2,952+9.1% | Added |
| Human Investing LLC | 35,261 | $1.78M | 0.26% | −1,889−5.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,613 | $1.75M | 0.06% | −779−2.2% | Reduced |
| M&T Bank Corp | 34,605 | $1.75M | 0.01% | −1,754−4.8% | Reduced |
| Pathstone Holdings, LLC | 34,381 | $1.75M | 0.01% | −88−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,360 | $1.74M | 0.01% | −38−0.1% | Reduced |
| CWA Asset Management Group, LLC | 34,161 | $1.73M | 0.06% | +4,600+15.6% | Added |
| Handelsbanken Fonder AB | 33,600 | $1.70M | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 33,400 | $1.69M | 0.01% | −5,400−13.9% | Reduced |
| Squarepoint Ops LLC | 32,850 | $1.66M | 0.00% | +32,850 | New |
| Vident Advisory, LLC | 32,516 | $1.64M | 0.02% | +9,179+39.3% | Added |
| State of Michigan Retirement System | 31,868 | $1.61M | 0.01% | −300−0.9% | Reduced |
| LGT Group Foundation | 31,386 | $1.60M | 0.02% | +3,097+10.9% | Added |
| Omers Administration Corp | 31,336 | $1.58M | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 31,128 | $1.57M | 0.03% | −1,153−3.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 31,007 | $1.57M | 0.16% | +815+2.7% | Added |
| Thrivent Financial for Lutherans | 30,758 | $1.55M | 0.00% | −764−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,841 | $1.51M | 0.02% | −50−0.2% | Reduced |
| Castlekeep Investment Advisors LLC | 29,665 | $1.50M | 0.70% | +5,960+25.1% | Added |
| Kennondale Capital Management LLC | 29,286 | $1.48M | 1.13% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 28,452 | $1.44M | 0.00% | −78,541−73.4% | Reduced |
| Gallacher Capital Management LLC | 28,425 | $1.44M | 0.57% | +19,923+234.3% | Added |
| Kestra Advisory Services, LLC | 28,414 | $1.44M | 0.01% | −155−0.5% | Reduced |
| New Age Alpha Advisors, LLC | 28,294 | $1.43M | 0.06% | −890−3.0% | Reduced |
| New Mexico Educational Retirement Board | 27,800 | $1.41M | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 27,529 | $1.39M | 0.07% | −5,014−15.4% | Reduced |
| First Citizens Bank & Trust Co | 27,305 | $1.38M | 0.03% | +674+2.5% | Added |
| Oregon Public Employees Retirement Fund | 26,924 | $1.36M | 0.02% | −500−1.8% | Reduced |
| Jefferies Financial Group Inc. | 26,813 | $1.36M | 0.01% | +26,813 | New |
| Measured Wealth Private Client Group, LLC | 26,535 | $1.34M | 0.36% | +679+2.6% | Added |
| Sovereign's Capital Management, LLC | 26,063 | $1.32M | 0.72% | +200+0.8% | Added |
| Ameritas Investment Partners, Inc. | 25,096 | $1.27M | 0.04% | −898−3.5% | Reduced |