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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.

Institutional holdersQ3 2025: 544 institutions
Q1 2021: 377 institutionsQ2 2021: 393 institutionsQ3 2021: 398 institutionsQ4 2021: 391 institutionsQ1 2022: 388 institutionsQ2 2022: 437 institutionsQ3 2022: 461 institutionsQ4 2022: 455 institutionsQ1 2023: 425 institutionsQ2 2023: 399 institutionsQ3 2023: 413 institutionsQ4 2023: 469 institutionsQ1 2024: 480 institutionsQ2 2024: 498 institutionsQ3 2024: 544 institutionsQ4 2024: 552 institutionsQ1 2025: 564 institutionsQ2 2025: 563 institutionsQ3 2025: 544 institutionsQ4 2025: 508 institutionsQ1 2026: 490 institutionsQ2 2026: 544 institutions
Value heldQ3 2025: $5.93B
Q1 2021: $3.37BQ2 2021: $3.59BQ3 2021: $3.74BQ4 2021: $3.39BQ1 2022: $3.63BQ2 2022: $4.93BQ3 2022: $5.87BQ4 2022: $5.24BQ1 2023: $5.07BQ2 2023: $4.32BQ3 2023: $5.72BQ4 2023: $6.11BQ1 2024: $6.29BQ2 2024: $6.85BQ3 2024: $7.92BQ4 2024: $6.68BQ1 2025: $7.00BQ2 2025: $6.79BQ3 2025: $5.93BQ4 2025: $5.12BQ1 2026: $3.86BQ2 2026: $4.87B
Institutions holding HRB and their total value by quarter
QuarterHoldersValue
Q2 2026544$4.87B
Q1 2026490$3.86B
Q4 2025508$5.12B
Q3 2025544$5.93B
Q2 2025563$6.79B
Q1 2025564$7.00B
Q4 2024552$6.68B
Q3 2024544$7.92B
Q2 2024498$6.85B
Q1 2024480$6.29B
Q4 2023469$6.11B
Q3 2023413$5.72B
Q2 2023399$4.32B
Q1 2023425$5.07B
Q4 2022455$5.24B
Q3 2022461$5.87B
Q2 2022437$4.93B
Q1 2022388$3.63B
Q4 2021391$3.39B
Q3 2021398$3.74B
Q2 2021393$3.59B
Q1 2021377$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.

Institutions holding HRB in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Valeo Financial Advisors, LLC0$00.00%−4,044−100.0%Sold out
PFG Investments, LLC0$00.00%−4,039−100.0%Sold out
Csenge Advisory Group0$00.00%−3,854−100.0%Sold out
AlphaStar Capital Management, LLC0$00.00%−3,945−100.0%Sold out
Brown Capital Management LLC0$00.00%−3,915−100.0%Sold out
Next Level Private LLC0$00.00%−3,832−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−3,779−100.0%Sold out
Keybank National Association0$00.00%−3,685−100.0%Sold out
Paladin Advisory Group, LLC0$00.00%−3,584−100.0%Sold out
Financiere des Professionnels - Fonds d,investissement inc.0$00.00%−2,955−100.0%Sold out
Clear Street Markets LLC0$00.00%−2,358−100.0%Sold out
Glenmede Investment Management, LP0$00.00%−1,769−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−1,536−100.0%Sold out
Skopos Labs, Inc.0$00.00%−1,257−100.0%Sold out
Valley National Advisers Inc0$00.00%−800−100.0%Sold out
Arrowpoint Investment Partners (Singapore) Pte. Ltd.0$00.00%−657−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−354−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−300−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−297−100.0%Sold out
Wood Tarver Financial Group, LLC0$00.00%−241−100.0%Sold out
Garde Capital, Inc.0$00.00%−160−100.0%Sold out
Stephens Consulting, LLC0$00.00%−118−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−104−100.0%Sold out
Pandora Wealth, Inc.0$00.00%−96−100.0%Sold out
Brown, Lisle/Cummings, Inc.0$00.00%−56−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−58−100.0%Sold out
Pineridge Advisors LLC0$00.00%−50−100.0%Sold out
Bokf, NA0$00.00%−42−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−41−100.0%Sold out
Mid-American Wealth Advisory Group, Inc.0$00.00%−38−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−27−100.0%Sold out
Trifecta Capital Advisors, LLC0$00.00%−18−100.0%Sold out
Maseco LLP0$00.00%−13−100.0%Sold out
NewSquare Capital LLC0$00.00%−3−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−1−100.0%Sold out
Norges Bank––––Not filed
Avantax Advisory Services, Inc.––––Not filed
My Legacy Advisors, LLC––––Not filed
Belmont Capital, LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
PrairieView Partners, LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Legacy Investment Solutions, LLC––––Not filed
First Horizon Advisors, Inc.––––Not filed
Parkworth Wealth Management, Inc.––––Not filed
Semmax Financial Advisors Inc.––––Not filed