H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
No open-market purchases or sales by H&R Block Inc insiders were filed in the last 90 days; 544 institutions reported holding it in 13F filings for Q2 2026, worth $4.87B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in H&R Block Inc as of Dec 31, 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
- 508
- −25 vs. Q3 2025
- Shares held
- 117.5M
- −1.92M (−1.6%) vs. Q3 2025
- Total value
- $5.12B
- −$809.0M (−13.6%) vs. Q3 2025
- New holders
- 76
- 153 more added
- Sold out
- 101
- 203 more reduced
11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,831,228 | $689.9M | 0.01% | −436,810−2.7% | Reduced |
| FMR LLC | 14,567,341 | $634.8M | 0.03% | +184,330+1.3% | Added |
| Vanguard Group Inc | 13,313,823 | $580.2M | 0.01% | −345,952−2.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,285,516 | $186.8M | 0.63% | +191,608+4.7% | Added |
| State Street Corp | 3,985,160 | $175.4M | 0.01% | −175,465−4.2% | Reduced |
| AQR Capital Management LLC | 3,402,728 | $147.0M | 0.08% | +809,438+31.2% | Added |
| Boston Partners | 3,065,070 | $133.6M | 0.14% | −821,474−21.1% | Reduced |
| Geode Capital Management, LLC | 2,890,440 | $126.0M | 0.01% | −72,903−2.5% | Reduced |
| Dimensional Fund Advisors LP | 2,519,882 | $109.8M | 0.02% | +203,478+8.8% | Added |
| Lazard Asset Management LLC | 2,492,030 | $108.6M | 0.18% | −721,147−22.4% | Reduced |
| Northern Trust Corp | 2,415,655 | $105.3M | 0.01% | −334,758−12.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,794,481 | $78.2M | 0.05% | −195,886−9.8% | Reduced |
| Wellington Management Group LLP | 1,697,916 | $74.0M | 0.01% | −606,329−26.3% | Reduced |
| Citadel Advisors LLC | 1,598,948 | $69.7M | 0.05% | +202,769+14.5% | Added |
| Norges Bank | 1,593,419 | $69.4M | 0.01% | +1,593,419 | New |
| Charles Schwab Investment Management Inc | 1,576,650 | $68.7M | 0.01% | −58,798−3.6% | Reduced |
| LSV Asset Management | 1,534,451 | $66.9M | 0.15% | +55,900+3.8% | Added |
| Morgan Stanley | 1,500,953 | $65.4M | 0.00% | −327,876−17.9% | Reduced |
| Bank of New York Mellon Corp | 1,419,957 | $61.9M | 0.01% | −11,483−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,345,723 | $58.6M | 0.04% | +511,377+61.3% | Added |
| Marshall Wace, LLP | 1,175,635 | $51.2M | 0.05% | −22,923−1.9% | Reduced |
| Bank of America Corp | 1,053,722 | $45.9M | 0.00% | +157,498+17.6% | Added |
| First Trust Advisors LP | 1,052,391 | $45.9M | 0.03% | +113,854+12.1% | Added |
| Ranmore Fund Management Ltd | 948,000 | $41.3M | 7.09% | +948,000 | New |
| UBS Group AG | 934,917 | $40.7M | 0.01% | +150,719+19.2% | Added |
| Goldman Sachs Group Inc | 902,067 | $39.3M | 0.01% | +39,195+4.5% | Added |
| BNP Paribas Arbitrage, SA | 873,613 | $38.1M | 0.02% | +216,190+32.9% | Added |
| NewEdge Wealth, LLC | 843,749 | $36.8M | 0.42% | +3730.0% | Added |
| Millennium Management LLC | 839,268 | $36.6M | 0.03% | +611,265+268.1% | Added |
| Lodge Hill Capital, LLC | 800,000 | $34.9M | 6.59% | +800,000 | New |
| Barclays PLC | 781,697 | $34.1M | 0.01% | +22,726+3.0% | Added |
| Boston Trust Walden Corp | 776,309 | $33.8M | 0.26% | −80,786−9.4% | Reduced |
| UBS Asset Management Americas Inc | 691,037 | $30.1M | 0.01% | −58,261−7.8% | Reduced |
| Nuveen, LLC | 681,709 | $29.7M | 0.01% | −11,236−1.6% | Reduced |
| Price T Rowe Associates Inc | 640,918 | $27.9M | 0.00% | −425,939−39.9% | Reduced |
| JPMorgan Chase & Co | 631,511 | $27.5M | 0.00% | −18,323−2.8% | Reduced |
| Invesco Ltd. | 613,621 | $26.7M | 0.00% | +168,287+37.8% | Added |
| Arbejdsmarkedets Tillaegspension | 555,637 | $24.2M | 0.62% | +555,637 | New |
| Royal Bank of Canada | 537,494 | $23.4M | 0.00% | −1,057,898−66.3% | Reduced |
| Pacer Advisors, Inc. | 533,391 | $23.2M | 0.06% | −25,996−4.6% | Reduced |
| Qube Research & Technologies Ltd | 507,482 | $22.1M | 0.03% | −531,637−51.2% | Reduced |
| Jane Street Group, LLC | 467,640 | $20.4M | 0.02% | +365,374+357.3% | Added |
| Bridgewater Associates, LP | 455,655 | $19.9M | 0.07% | −150,607−24.8% | Reduced |
| SEI Investments Co | 425,562 | $18.5M | 0.02% | −6,706−1.6% | Reduced |
| Alps Advisors Inc | 388,678 | $16.9M | 0.10% | −22,772−5.5% | Reduced |
| Rhumbline Advisers | 374,932 | $16.3M | 0.01% | −11,858−3.1% | Reduced |
| Miller Howard Investments Inc | 370,841 | $16.2M | 0.49% | −189,224−33.8% | Reduced |
| Canada Pension Plan Investment Board | 355,800 | $15.5M | 0.01% | +29,700+9.1% | Added |
| California Public Employees Retirement System | 353,081 | $15.4M | 0.01% | −39,896−10.2% | Reduced |
| Prevatt Capital Ltd | 350,000 | $15.3M | 4.41% | 00.0% | Unchanged |
| Swedbank AB | 345,643 | $15.1M | 0.01% | −507−0.1% | Reduced |
| Balyasny Asset Management LLC | 317,801 | $13.8M | 0.03% | +317,801 | New |
| Royce & Associates LP | 316,067 | $13.8M | 0.14% | +101,511+47.3% | Added |
| Voya Investment Management LLC | 286,604 | $12.5M | 0.01% | −14,353−4.8% | Reduced |
| Alliancebernstein L.P. | 276,213 | $12.0M | 0.00% | +103,773+60.2% | Added |
| Framtiden Holdings Management Co LLC | 275,000 | $12.0M | 13.00% | +275,000 | New |
| Principal Financial Group Inc | 271,894 | $11.8M | 0.01% | −25,392−8.5% | Reduced |
| Swiss National Bank | 252,100 | $11.0M | 0.01% | −7,400−2.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 240,790 | $10.5M | 0.03% | −26,676−10.0% | Reduced |
| Landscape Capital Management, L.L.C. | 210,498 | $9.17M | 0.61% | +66,374+46.1% | Added |
| Legal & General Group Plc | 202,168 | $8.81M | 0.00% | −60,901−23.2% | Reduced |
| Cambria Investment Management, L.P. | 200,151 | $8.72M | 0.51% | +26,822+15.5% | Added |
| Tectonic Advisors LLC | 197,473 | $8.61M | 0.45% | +27,720+16.3% | Added |
| DekaBank Deutsche Girozentrale | 154,795 | $8.03M | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 182,083 | $7.94M | 0.01% | +140,489+337.8% | Added |
| Raymond James Financial Inc | 178,564 | $7.78M | 0.00% | −4,726−2.6% | Reduced |
| Atom Investors LP | 171,538 | $7.48M | 0.59% | +171,538 | New |
| Midwest Trust Co | 170,328 | $7.42M | 0.09% | −3,442−2.0% | Reduced |
| Victory Capital Management Inc | 168,241 | $7.33M | 0.00% | +39,328+30.5% | Added |
| Kingsview Wealth Management, LLC | 165,431 | $7.21M | 0.10% | −27,831−14.4% | Reduced |
| CI Private Wealth, LLC | 153,862 | $6.70M | 0.01% | −14,122−8.4% | Reduced |
| Retirement Systems of Alabama | 151,731 | $6.61M | 0.02% | −10,137−6.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 150,854 | $6.57M | 0.01% | −4,947−3.2% | Reduced |
| Ameriprise Financial Inc | 150,146 | $6.55M | 0.00% | −74,338−33.1% | Reduced |
| HRT Financial LP | 145,565 | $6.34M | 0.02% | +70,577+94.1% | Added |
| New York State Teachers Retirement System | 142,169 | $6.20M | 0.01% | −1,164−0.8% | Reduced |
| Quantinno Capital Management LP | 137,929 | $6.01M | 0.01% | +79,993+138.1% | Added |
| State Board of Administration of Florida Retirement System | 137,927 | $6.01M | 0.01% | −7,132−4.9% | Reduced |
| Crossmark Global Holdings, Inc. | 135,875 | $5.92M | 0.08% | −18,707−12.1% | Reduced |
| California State Teachers Retirement System | 133,636 | $5.82M | 0.01% | +5,329+4.2% | Added |
| Bank of Nova Scotia | 121,127 | $5.28M | 0.01% | +113,106+1,410.1% | Added |
| Point72 Asset Management, L.P. | 119,858 | $5.22M | 0.01% | +119,858 | New |
| Ruffer LLP | 118,033 | $5.15M | 0.23% | +26,083+28.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 114,426 | $4.99M | 0.05% | +114,426 | New |
| Nisa Investment Advisors, LLC | 111,583 | $4.91M | 0.02% | −7,900−6.6% | Reduced |
| Natixis | 112,116 | $4.89M | 0.02% | +105,819+1,680.5% | Added |
| Nordea Investment Management AB | 110,986 | $4.79M | 0.00% | −11,423−9.3% | Reduced |
| Cerity Partners LLC | 109,330 | $4.76M | 0.01% | +5,483+5.3% | Added |
| Franklin Resources Inc | 107,486 | $4.68M | 0.00% | −2,331,990−95.6% | Reduced |
| Illinois Municipal Retirement Fund | 105,164 | $4.58M | 0.06% | +10,288+10.8% | Added |
| Ibex Wealth Advisors | 104,731 | $4.56M | 0.45% | +1,212+1.2% | Added |
| Great West Life Assurance Co | 102,676 | $4.47M | 0.01% | −3,053−2.9% | Reduced |
| Sound Income Strategies, LLC | 106,077 | $4.46M | 0.21% | +101,025+1,999.7% | Added |
| Crawford Investment Counsel Inc | 101,436 | $4.42M | 0.07% | +311+0.3% | Added |
| Ossiam | 99,405 | $4.33M | 0.09% | +99,405 | New |
| Rodgers Brothers Inc. | 99,400 | $4.33M | 0.52% | −250−0.3% | Reduced |
| Janney Montgomery Scott LLC | 97,710 | $4.26M | 0.01% | +23,231+31.2% | Added |
| Campbell & CO Investment Adviser LLC | 97,273 | $4.24M | 0.20% | +85,534+728.6% | Added |
| Creative Planning | 97,197 | $4.24M | 0.00% | +5,780+6.3% | Added |
| Seizert Capital Partners, LLC | 96,608 | $4.21M | 0.18% | +16,259+20.2% | Added |