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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 2,791 | $141.1K | 0.00% | −5,923−68.0% | Reduced |
| Shell Asset Management Co | 2,493 | $126.0K | 0.01% | −3,016−54.7% | Reduced |
| Medallion Wealth Advisors, LLC | 2,400 | $121.4K | 0.04% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 2,338 | $118.2K | 0.04% | +2,338 | New |
| Center for Financial Planning, Inc. | 2,303 | $116.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,220 | $112.3K | 0.01% | −30−1.3% | Reduced |
| Simplex Trading, LLC | 2,108 | $106.0K | 0.00% | +2,108 | New |
| Independence Bank of Kentucky | 2,000 | $101.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,983 | $100.3K | 0.01% | +1+0.1% | Added |
| Advisors Asset Management, Inc. | 1,902 | $96.2K | 0.00% | −1,887−49.8% | Reduced |
| GAMMA Investing LLC | 1,862 | $94.2K | 0.01% | −298−13.8% | Reduced |
| Global Retirement Partners, LLC | 1,672 | $84.6K | 0.00% | −245−12.8% | Reduced |
| Huntington National Bank | 1,571 | $79.4K | 0.00% | +212+15.6% | Added |
| Ci Investments Inc. | 1,503 | $76.0K | 0.00% | −868−36.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,500 | $75.8K | 0.00% | +9+0.6% | Added |
| National Bank of Canada | 1,490 | $75.3K | 0.00% | −92,707−98.4% | Reduced |
| Group One Trading, L.P. | 1,468 | $74.2K | 0.00% | +1,468 | New |
| Parallel Advisors, LLC | 1,419 | $71.8K | 0.00% | −107−7.0% | Reduced |
| Covestor Ltd | 1,399 | $71.0K | 0.04% | +286+25.7% | Added |
| EverSource Wealth Advisors, LLC | 1,396 | $70.6K | 0.00% | +482+52.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,357 | $69.0K | 0.00% | +14+1.0% | Added |
| Hantz Financial Services, Inc. | 1,347 | $68.0K | 0.00% | +1,100+445.3% | Added |
| Smartleaf Asset Management LLC | 1,338 | $67.7K | 0.00% | +112+9.1% | Added |
| Salem Investment Counselors Inc | 1,314 | $67.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,285 | $65.0K | 0.04% | −60−4.5% | Reduced |
| Private Trust Co NA | 1,163 | $58.8K | 0.01% | −1,120−49.1% | Reduced |
| HM Payson & Co | 1,150 | $58.2K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,136 | $57.4K | 0.02% | +1,136 | New |
| Rothschild Investment LLC | 1,133 | $57.3K | 0.00% | +1,133 | New |
| Corsicana & Co. | 1,050 | $53.1K | 0.03% | +1,050 | New |
| Versant Capital Management, Inc | 1,042 | $52.7K | 0.01% | +221+26.9% | Added |
| Employees Retirement System of Texas | 1,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 935 | $47.3K | 0.00% | −147−13.6% | Reduced |
| Danske Bank A/S | 900 | $45.5K | 0.00% | −118−11.6% | Reduced |
| Bogart Wealth, LLC | 886 | $44.8K | 0.00% | +20+2.3% | Added |
| SBI Securities Co., Ltd. | 871 | $44.0K | 0.00% | +51+6.2% | Added |
| Walleye Capital LLC | 860 | $43.5K | 0.00% | −3,395−79.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 840 | $42.5K | 0.00% | +129+18.1% | Added |
| Nomura Asset Management Co Ltd | 830 | $42.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 805 | $40.7K | 0.00% | −266−24.8% | Reduced |
| Archer Investment Corp | 800 | $40.5K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 786 | $39.8K | 0.00% | +786 | New |
| Penserra Capital Management LLC | 725 | $36.0K | 0.00% | +8+1.1% | Added |
| Mather Group, LLC. | 685 | $34.6K | 0.00% | +685 | New |
| NVWM, LLC | 676 | $34.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 665 | $33.6K | 0.03% | +37+5.9% | Added |
| Principal Securities, Inc. | 597 | $30.2K | 0.00% | −340−36.3% | Reduced |
| Atwood & Palmer Inc | 570 | $28.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 541 | $27.3K | 0.00% | +541 | New |
| Parkside Financial Bank & Trust | 532 | $26.9K | 0.00% | −30−5.3% | Reduced |
| Spire Wealth Management | 519 | $26.3K | 0.00% | −8−1.5% | Reduced |
| Harbor Capital Advisors, Inc. | 514 | $26.0K | 0.00% | −895−63.5% | Reduced |
| Alpine Bank Wealth Management | 513 | $25.9K | 0.00% | +513 | New |
| Clearstead Advisors, LLC | 511 | $25.8K | 0.00% | +293+134.4% | Added |
| MAI Capital Management | 504 | $25.5K | 0.00% | −2−0.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $25.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 500 | $25.3K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $25.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 463 | $23.4K | 0.00% | −188−28.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 430 | $21.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 428 | $21.6K | 0.00% | +100+30.5% | Added |
| Lowe Wealth Advisors, LLC | 406 | $20.5K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 400 | $20.2K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 379 | $19.2K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 379 | $19.2K | 0.00% | +3+0.8% | Added |
| Cherry Tree Wealth Management, LLC | 358 | $18.1K | 0.00% | −91−20.3% | Reduced |
| Optiver Holding B.V. | 342 | $17.3K | 0.00% | +69+25.3% | Added |
| Root Financial Partners, LLC | 339 | $17.1K | 0.00% | +339 | New |
| Manchester Capital Management LLC | 325 | $16.4K | 0.00% | +325 | New |
| Whittier Trust Co | 314 | $16.3K | 0.00% | +168+115.1% | Added |
| Central Trust Co | 297 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $14.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 274 | $13.8K | 0.00% | +2+0.7% | Added |
| TSFG, LLC | 255 | $13.0K | 0.00% | +2+0.8% | Added |
| Asset Dedication, LLC | 241 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 229 | $12.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 200 | $10.1K | 0.00% | +200 | New |
| True Wealth Design, LLC | 178 | $9.00K | 0.00% | +168+1,680.0% | Added |
| GoalVest Advisory LLC | 170 | $8.60K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 167 | $8.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 158 | $7.99K | 0.00% | −66−29.5% | Reduced |
| Bell Investment Advisors, Inc | 147 | $7.43K | 0.00% | −33−18.3% | Reduced |
| Centennial Bank | 140 | $7.08K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 133 | $6.73K | 0.00% | −1,213−90.1% | Reduced |
| LRI Investments, LLC | 121 | $6.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 119 | $6.02K | 0.00% | +5+4.4% | Added |
| Hemington Wealth Management | 126 | $6.00K | 0.00% | −38−23.2% | Reduced |
| JFS Wealth Advisors, LLC | 113 | $5.71K | 0.00% | −1−0.9% | Reduced |
| Grove Bank & Trust | 113 | $5.71K | 0.00% | −58−33.9% | Reduced |
| WealthCollab, LLC | 100 | $5.06K | 0.00% | +22+28.2% | Added |
| Darwin Advisors, LLC | 90 | $4.57K | 0.00% | +1+1.1% | Added |
| Rossby Financial, LCC | 86 | $4.40K | 0.00% | −12−12.2% | Reduced |
| Curio Wealth, LLC | 86 | $4.35K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 85 | $4.30K | 0.00% | +85 | New |
| Binnacle Investments Inc | 84 | $4.25K | 0.00% | +39+86.7% | Added |
| Altshuler Shaham Ltd | 82 | $4.15K | 0.00% | +11+15.5% | Added |
| Salomon & Ludwin, LLC | 79 | $4.09K | 0.00% | +79 | New |
| Legacy Wealth Managment, LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $3.64K | 0.00% | 00.0% | Unchanged |