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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 24,646 | $1.25M | 0.03% | −327−1.3% | Reduced |
| Oak Thistle LLC | 24,559 | $1.24M | 0.19% | +24,559 | New |
| Chase Investment Counsel Corp | 24,000 | $1.21M | 0.36% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 23,233 | $1.17M | 0.41% | 00.0% | Unchanged |
| Huber Capital Management LLC | 23,200 | $1.17M | 0.19% | 00.0% | Unchanged |
| Vestcor Inc | 23,194 | $1.17M | 0.04% | +6,852+41.9% | Added |
| Freestone Grove Partners LP | 22,988 | $1.16M | 0.01% | +22,988 | New |
| Summit Trail Advisors, LLC | 22,930 | $1.16M | 0.02% | +22,930 | New |
| Envestnet Portfolio Solutions, Inc. | 22,187 | $1.12M | 0.00% | −1,832−7.6% | Reduced |
| Sequoia Financial Advisors, LLC | 20,808 | $1.05M | 0.01% | −2,244−9.7% | Reduced |
| Ceera Investments, LLC | 20,510 | $1.04M | 0.32% | 00.0% | Unchanged |
| Macquarie Group Ltd | 19,900 | $1.01M | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 19,732 | $997.8K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 19,719 | $997.2K | 0.02% | −884−4.3% | Reduced |
| ISAM Funds (UK) Ltd | 19,338 | $977.9K | 0.20% | +19,338 | New |
| Advisor Group Holdings, Inc. | 19,337 | $977.2K | 0.00% | −1,523−7.3% | Reduced |
| HighTower Advisors, LLC | 19,072 | $964.5K | 0.00% | +4,109+27.5% | Added |
| Convergence Investment Partners, LLC | 18,959 | $958.8K | 0.22% | +53+0.3% | Added |
| Picton Mahoney Asset Management | 18,915 | $956.0K | 0.01% | +8,364+79.3% | Added |
| Verition Fund Management LLC | 18,563 | $938.7K | 0.01% | −74,174−80.0% | Reduced |
| The PNC Financial Services Group, Inc. | 18,490 | $935.0K | 0.00% | −101−0.5% | Reduced |
| Colony Group, LLC | 18,303 | $929.9K | 0.00% | −832−4.3% | Reduced |
| Kessler Investment Group, LLC | 18,334 | $927.1K | 0.40% | +72+0.4% | Added |
| Davy Global Fund Management Ltd | 18,258 | $923.3K | 0.06% | −1,000−5.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $910.3K | 0.10% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 17,795 | $899.9K | 0.00% | −330−1.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 17,771 | $898.7K | 0.12% | +2,090+13.3% | Added |
| MSH Capital Advisors LLC | 17,734 | $896.8K | 0.24% | 00.0% | Unchanged |
| GenTrust, LLC | 17,412 | $880.9K | 0.04% | +17,412 | New |
| Xponance, Inc. | 17,403 | $880.1K | 0.01% | +223+1.3% | Added |
| Baird Financial Group, Inc. | 17,239 | $871.8K | 0.00% | +1,686+10.8% | Added |
| JustInvest LLC | 16,964 | $858.1K | 0.01% | −280−1.6% | Reduced |
| Rockland Trust Co | 16,866 | $852.9K | 0.03% | 00.0% | Unchanged |
| Advisory Research Inc | 16,837 | $851.4K | 0.11% | +617+3.8% | Added |
| Dark Forest Capital Management LP | 16,777 | $848.4K | 0.03% | +16,777 | New |
| Versor Investments LP | 16,636 | $841.3K | 0.15% | +16,636 | New |
| Ifrah Financial Services, Inc. | 16,432 | $831.0K | 0.22% | −68−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,912 | $805.0K | 0.00% | −3,415−17.7% | Reduced |
| Exchange Traded Concepts, LLC | 15,789 | $798.5K | 0.01% | +15,789 | New |
| Natixis Advisors, L.P. | 15,786 | $798.0K | 0.00% | −16,498−51.1% | Reduced |
| Legacy Bridge, LLC | 15,265 | $772.0K | 0.32% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,175 | $767.4K | 0.00% | −137−0.9% | Reduced |
| RBF Capital, LLC | 15,000 | $758.5K | 0.03% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 14,846 | $750.8K | 0.34% | +14,846 | New |
| Jones Financial Companies LLLP | 14,802 | $745.3K | 0.00% | +1,178+8.6% | Added |
| Claret Asset Management Corp | 14,714 | $744.0K | 0.09% | −160−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 14,572 | $736.9K | 0.01% | +14,572 | New |
| Diversified Trust Co | 14,510 | $733.8K | 0.01% | +8,928+159.9% | Added |
| Armistice Capital, LLC | 14,506 | $733.6K | 0.02% | +14,506 | New |
| Range Financial Group LLC | 14,365 | $726.4K | 0.26% | −178−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 14,290 | $723.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,253 | $720.8K | 0.00% | −5,269−27.0% | Reduced |
| Guggenheim Capital LLC | 14,048 | $710.4K | 0.01% | +4,196+42.6% | Added |
| South Dakota Investment Council | 13,801 | $698.0K | 0.01% | −1,500−9.8% | Reduced |
| Farther Finance Advisors, LLC | 13,756 | $695.7K | 0.01% | −2,532−15.5% | Reduced |
| New York Life Investment Management LLC | 13,462 | $680.8K | 0.01% | −434−3.1% | Reduced |
| Neuberger Berman Group LLC | 13,306 | $672.9K | 0.00% | −15,565−53.9% | Reduced |
| RSM US Wealth Management LLC | 13,088 | $668.8K | 0.01% | −4,355−25.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,136 | $664.3K | 0.00% | +30.0% | Added |
| Ascent Group, LLC | 13,126 | $663.8K | 0.02% | −3,385−20.5% | Reduced |
| US Bancorp | 12,601 | $637.2K | 0.00% | +261+2.1% | Added |
| FIL Ltd | 12,566 | $635.5K | 0.00% | −580−4.4% | Reduced |
| Ontario Teachers Pension Plan Board | 12,350 | $624.5K | 0.01% | −22,556−64.6% | Reduced |
| Merit Financial Group, LLC | 12,338 | $623.9K | 0.01% | +3,482+39.3% | Added |
| Toroso Investments, LLC | 12,146 | $614.2K | 0.00% | −3,575−22.7% | Reduced |
| Journey Strategic Wealth LLC | 12,128 | $613.3K | 0.02% | −1,043−7.9% | Reduced |
| WBI Investments | 12,122 | $613.0K | 0.16% | −6,835−36.1% | Reduced |
| RMB Capital Management, LLC | 11,860 | $604.8K | 0.01% | +149+1.3% | Added |
| Campbell & CO Investment Adviser LLC | 11,739 | $593.6K | 0.04% | −78,149−86.9% | Reduced |
| Horizon Investments, LLC | 11,238 | $568.3K | 0.01% | −27,318−70.9% | Reduced |
| Semanteon Capital Management, LP | 11,135 | $563.1K | 0.71% | +11,135 | New |
| AE Wealth Management LLC | 10,987 | $555.6K | 0.00% | +1,600+17.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,874 | $549.9K | 0.00% | −9,602−46.9% | Reduced |
| Fifth Third Bancorp | 10,765 | $544.4K | 0.00% | −103−0.9% | Reduced |
| CWC Advisors, LLC. | 10,674 | $539.8K | 0.26% | +64+0.6% | Added |
| Credit Industriel Et Commercial | 10,604 | $536.2K | 0.09% | +1,111+11.7% | Added |
| Aviso Wealth Management | 10,561 | $534.1K | 0.23% | −1,356−11.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,539 | $533.0K | 0.00% | +8,879+534.9% | Added |
| Convergence Financial, LLC | 10,491 | $530.5K | 0.08% | +2,973+39.5% | Added |
| Wedmont Private Capital | 10,408 | $527.3K | 0.02% | +1,195+13.0% | Added |
| Bartlett & Co. Wealth Management LLC | 10,000 | $509.9K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 10,026 | $507.0K | 0.01% | −139−1.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 9,988 | $505.1K | 0.16% | 00.0% | Unchanged |
| FORA Capital, LLC | 9,821 | $496.6K | 0.09% | +9,821 | New |
| denkapparat Operations GmbH | 9,794 | $495.3K | 0.32% | +9,794 | New |
| Chesley Taft & Associates LLC | 9,661 | $488.6K | 0.02% | −125−1.3% | Reduced |
| SRS Capital Advisors, Inc. | 9,616 | $486.3K | 0.01% | +7,079+279.0% | Added |
| Brown Advisory Inc | 9,256 | $468.1K | 0.00% | −58−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 9,216 | $466.1K | 0.00% | +9,216 | New |
| Fulton Breakefield Broenniman LLC | 9,110 | $460.7K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 9,108 | $460.6K | 0.00% | −20,925−69.7% | Reduced |
| TriaGen Wealth Management LLC | 9,005 | $455.4K | 0.12% | +326+3.8% | Added |
| Boston Family Office LLC | 9,000 | $455.0K | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 8,922 | $451.2K | 0.05% | +8,922 | New |
| Dorsey & Whitney Trust CO LLC | 8,613 | $435.6K | 0.02% | −73−0.8% | Reduced |
| Captrust Financial Advisors | 8,607 | $435.3K | 0.00% | +3,467+67.5% | Added |
| Tradewinds, LLC. | 8,581 | $433.9K | 0.11% | +8,581 | New |
| Ronald Blue Trust, Inc. | 8,446 | $427.1K | 0.00% | −526−5.9% | Reduced |
| Advisors Capital Management, LLC | 8,350 | $422.3K | 0.01% | −22−0.3% | Reduced |
| Harbour Investments, Inc. | 8,328 | $421.1K | 0.01% | +1,719+26.0% | Added |