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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 8,269 | $418.0K | 0.03% | +1,884+29.5% | Added |
| Aigen Investment Management, LP | 8,164 | $412.9K | 0.06% | +8,164 | New |
| Boothbay Fund Management, LLC | 8,113 | $410.3K | 0.01% | +8,113 | New |
| Bank of Nova Scotia | 8,021 | $405.6K | 0.00% | −43,050−84.3% | Reduced |
| Krilogy Financial LLC | 7,991 | $404.2K | 0.02% | +7,991 | New |
| Paradigm Financial Partners, LLC | 7,739 | $391.4K | 0.04% | −680−8.1% | Reduced |
| DRW Securities, LLC | 7,593 | $386.7K | 0.02% | +7,593 | New |
| TCM Advisors, LLC | – | $374.2K | 0.32% | – | – |
| Park National Corp | 7,361 | $372.2K | 0.01% | +846+13.0% | Added |
| Moody Lynn & Lieberson, LLC | 7,339 | $371.1K | 0.02% | +180+2.5% | Added |
| Counterpoint Mutual Funds LLC | 7,122 | $360.2K | 0.03% | +7,122 | New |
| Brinker Capital Investments, LLC | 7,103 | $359.2K | 0.00% | +1,820+34.5% | Added |
| Flagship Harbor Advisors, LLC | 7,096 | $358.8K | 0.02% | −102−1.4% | Reduced |
| Utah Retirement Systems | 7,009 | $354.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,849 | $346.4K | 0.01% | −1,498−17.9% | Reduced |
| PharVision Advisers, LLC | 6,775 | $342.6K | 0.19% | +6,775 | New |
| Park Avenue Securities LLC | 6,764 | $342.0K | 0.00% | +6,764 | New |
| Leuthold Group, LLC | 6,718 | $339.7K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 6,715 | $339.6K | 0.01% | +6,715 | New |
| Focus Financial Network, Inc. | 6,633 | $335.4K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,495 | $328.5K | 0.01% | +611+10.4% | Added |
| Maryland State Retirement & Pension System | 6,486 | $328.0K | 0.01% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 6,428 | $325.1K | 0.11% | 00.0% | Unchanged |
| Natixis | 6,297 | $318.4K | 0.00% | −26,023−80.5% | Reduced |
| Prosperity Consulting Group, LLC | 6,257 | $316.4K | 0.02% | 00.0% | Unchanged |
| MOKAN Wealth Management Inc. | 6,240 | $315.6K | 0.16% | +41+0.7% | Added |
| Scientech Research LLC | 6,176 | $312.3K | 0.11% | +6,176 | New |
| Waldron Private Wealth LLC | 6,075 | $309.8K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 6,103 | $308.6K | 0.01% | −7,423−54.9% | Reduced |
| Quest Partners LLC | 6,090 | $308.0K | 0.02% | +6,090 | New |
| Swiss Life Asset Management Ltd | 6,078 | $307.4K | 0.00% | +6,078 | New |
| Fox Run Management, L.L.C. | 6,053 | $306.1K | 0.05% | −15,695−72.2% | Reduced |
| Quadrant Capital Group LLC | 5,971 | $302.0K | 0.01% | −773−11.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,966 | $301.7K | 0.01% | +1,687+39.4% | Added |
| Algert Global LLC | 5,940 | $300.4K | 0.01% | −24,260−80.3% | Reduced |
| Buckingham Strategic Partners | 6,158 | $298.3K | 0.00% | +6,158 | New |
| Robertson Stephens Wealth Management, LLC | 5,819 | $296.7K | 0.01% | +39+0.7% | Added |
| Allworth Financial LP | 5,825 | $294.6K | 0.00% | +846+17.0% | Added |
| Corton Capital Inc. | 5,822 | $294.4K | 0.72% | +5,822 | New |
| DGS Capital Management, LLC | 5,776 | $292.1K | 0.05% | +486+9.2% | Added |
| ProShare Advisors LLC | 5,694 | $287.9K | 0.00% | −242−4.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,623 | $284.4K | 0.00% | −37,631−87.0% | Reduced |
| Arnhold LLC | 5,600 | $283.2K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,574 | $281.9K | 0.01% | −1,862−25.0% | Reduced |
| J.W. Cole Advisors, Inc. | 5,529 | $279.6K | 0.01% | +18+0.3% | Added |
| HB Wealth Management, LLC | 5,420 | $274.1K | 0.00% | +1,212+28.8% | Added |
| Lindenwold Advisors | 5,402 | $273.2K | 0.13% | +35+0.7% | Added |
| Banque Cantonale Vaudoise | 5,324 | $269.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,138 | $260.0K | 0.00% | +120+2.4% | Added |
| Rockefeller Capital Management L.P. | 5,048 | $255.3K | 0.00% | −38,080−88.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,045 | $255.1K | 0.05% | +3,575+243.2% | Added |
| Resources Investment Advisors, LLC. | 5,006 | $253.2K | 0.00% | −176−3.4% | Reduced |
| Everett Harris & Co | 5,000 | $252.8K | 0.00% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 5,000 | $252.8K | 0.06% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $252.8K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,000 | $252.8K | 0.03% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 4,990 | $252.3K | 0.11% | +10.0% | Added |
| Taylor Hoffman Capital Management LLC | 4,972 | $251.4K | 0.08% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,052 | $250.7K | 0.01% | −497−9.0% | Reduced |
| Level Four Advisory Services, LLC | 4,956 | $250.6K | 0.01% | +3+0.1% | Added |
| Guyasuta Investment Advisors Inc | 4,800 | $242.7K | 0.01% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,700 | $240.4K | 0.04% | −800−14.5% | Reduced |
| Shelton Capital Management | 4,748 | $240.1K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,742 | $239.9K | 0.00% | +4,742 | New |
| Brighton Jones LLC | 4,685 | $236.9K | 0.01% | +4,685 | New |
| Prelude Capital Management, LLC | 4,656 | $235.5K | 0.02% | +4,656 | New |
| NDVR, Inc. | 4,593 | $232.3K | 0.19% | −231−4.8% | Reduced |
| Intrust Bank NA | 4,565 | $230.9K | 0.02% | −238−5.0% | Reduced |
| D.A. Davidson & Co. | 4,518 | $228.5K | 0.00% | +191+4.4% | Added |
| Vise Technologies, Inc. | 4,486 | $226.8K | 0.01% | +311+7.4% | Added |
| Fifth Third Wealth Advisors LLC | 4,432 | $224.1K | 0.01% | −90−2.0% | Reduced |
| Coldstream Capital Management Inc | 4,408 | $222.9K | 0.00% | +120+2.8% | Added |
| CIBC Asset Management Inc | 4,364 | $220.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4,350 | $220.0K | 0.07% | +4,216+3,146.3% | Added |
| Umb Bank N A | 4,220 | $213.4K | 0.00% | −734−14.8% | Reduced |
| SageView Advisory Group, LLC | 4,213 | $213.1K | 0.01% | −2,957−41.2% | Reduced |
| Institute for Wealth Management, LLC. | 4,195 | $212.1K | 0.02% | +4,195 | New |
| Brown Brothers Harriman & Co | 4,180 | $211.4K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,092 | $209.7K | 0.01% | +4,092 | New |
| Barnett & Company, Inc. | 4,120 | $208.3K | 0.16% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,110 | $207.8K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,092 | $206.9K | 0.03% | +38+0.9% | Added |
| Cahill Financial Advisors Inc | 4,075 | $206.1K | 0.02% | +221+5.7% | Added |
| Westshore Wealth, LLC | 4,060 | $205.3K | 0.07% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 4,018 | $203.2K | 0.28% | +4,018 | New |
| Pallas Capital Advisors LLC | 4,007 | $202.6K | 0.01% | +4,007 | New |
| Gateway Investment Advisers LLC | 4,000 | $202.3K | 0.00% | +4,000 | New |
| Corient IA LLC | 4,000 | $202.3K | 0.15% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,005 | $201.7K | 0.00% | +4,005 | New |
| 1620 Investment Advisors, Inc. | 3,986 | $201.6K | 0.14% | −140−3.4% | Reduced |
| Andra AP-fonden | 3,982 | $201.4K | 0.00% | −35,825−90.0% | Reduced |
| KBC Group NV | 3,929 | $199.0K | 0.00% | +542+16.0% | Added |
| CIBC Private Wealth Group, LLC | 3,835 | $193.9K | 0.00% | +348+10.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,793 | $191.8K | 0.00% | +1,048+38.2% | Added |
| New Vernon Capital Holdings II LLC | 3,763 | $190.3K | 0.09% | +3,763 | New |
| Advisory Services Network, LLC | 3,554 | $179.7K | 0.00% | +3,554 | New |
| STRS Ohio | 3,171 | $160.4K | 0.00% | +2+0.1% | Added |
| EMC Capital Management | 2,917 | $148.0K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,895 | $146.0K | 0.00% | +659+29.5% | Added |
| Quarry LP | 2,883 | $145.8K | 0.04% | +2,413+513.4% | Added |