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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 60 | $3.03K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $2.68K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 52 | $2.63K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 51 | $2.58K | 0.00% | +51 | New |
| Financial Management Professionals, Inc. | 42 | $2.14K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 41 | $2.07K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 37 | $1.87K | 0.00% | −32−46.4% | Reduced |
| Wealth Watch Advisors, INC | 30 | $1.52K | 0.00% | +30 | New |
| First Command Advisory Services, Inc. | 29 | $1.47K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 29 | $1.47K | 0.00% | +29 | New |
| Aventura Private Wealth, LLC | 26 | $1.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.26K | 0.00% | −2−7.4% | Reduced |
| NBC Securities, Inc. | 24 | $1.21K | 0.00% | +24 | New |
| Heartwood Wealth Advisors LLC | 22 | $1.11K | 0.00% | +22 | New |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 19 | $964 | 0.00% | +2+11.8% | Added |
| Logan Capital Management Inc | 19 | $961 | 0.00% | −46−70.8% | Reduced |
| Cromwell Holdings LLC | 16 | $816 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $810 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 14 | $716 | 0.00% | +14 | New |
| South State Corp. | 10 | $506 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $506 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 9 | $456 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 8 | $407 | 0.00% | −1−11.1% | Reduced |
| West Branch Capital LLC | 8 | $405 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 7 | $354 | 0.00% | +7 | New |
| Turning Point Benefit Group, Inc. | 6 | $306 | 0.00% | +6 | New |
| Sachetta, LLC | 6 | $304 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $304 | 0.00% | +1+20.0% | Added |
| American Capital Advisory, LLC | 6 | $304 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $303 | 0.00% | −3−33.3% | Reduced |
| Highline Wealth Partners LLC | 6 | $303 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $303 | 0.00% | +6 | New |
| CoreCap Advisors, LLC | 5 | $253 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 4 | $202 | 0.00% | −6−60.0% | Reduced |
| Atlantic Trust, LLC | 2 | $102 | 0.00% | −122−98.4% | Reduced |
| S&T Bank | 2 | $101 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $101 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 1 | $51 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $27 | 0.00% | −108−100.0% | Reduced |
| ORG Partners LLC | 0 | $26 | 0.00% | 0 | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −309,526−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −276,776−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −266,674−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −224,369−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −152,800−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −149,900−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −147,826−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −108,591−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −108,500−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −98,144−100.0% | Sold out |
| Blue Whale Capital LLP | 0 | $0 | 0.00% | −86,990−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −82,519−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −76,600−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −75,326−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −64,905−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −53,077−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −48,719−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −43,871−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −39,915−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −33,755−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −30,490−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −26,717−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −25,908−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −25,850−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −21,569−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −19,770−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −19,547−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,403−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −18,292−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −17,903−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −16,209−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −16,195−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −16,180−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −14,303−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −12,649−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,538−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,439−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −10,263−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −9,838−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −9,673−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −9,335−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,113−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,321−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −8,175−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,644−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,388−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −6,029−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −4,478−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −4,431−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −4,409−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −4,070−100.0% | Sold out |