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Livermore
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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.

Institutional holdersQ4 2025: 508 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 heldQ4 2025: $5.12B
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, Q4 2025

Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q3 2025.

Institutions holding HRB in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth12$00.00%+2+20.0%Added
Capital Advisors, Ltd. LLC2$00.00%+2New
Smallwood Wealth Investment Management, LLC0$280.00%0New
Triumph Capital Management1$440.00%+1New
Rialto Wealth Management, LLC2$880.00%−4−66.7%Reduced
Dunhill Financial, LLC3$1500.00%+3New
Plante Moran Financial Advisors, LLC4$1740.00%+4New
HFM Investment Advisors, LLC5$2180.00%−1−16.7%Reduced
CoreCap Advisors, LLC5$2180.00%00.0%Unchanged
First Horizon Corp7$3050.00%00.0%Unchanged
AdvisorNet Financial, Inc7$3050.00%+3+75.0%Added
MV Capital Management, Inc.7$3060.00%+7New
Quaker Wealth Management, LLC7$3060.00%+7New
Kilter Group LLC10$4360.00%+10New
USA Financial Portformulas Corp12$5230.00%+12New
Bay Harbor Wealth Management, LLC12$5260.00%+4+50.0%Added
Key Financial Inc14$6100.00%00.0%Unchanged
American Capital Advisory, LLC14$6110.00%+8+133.3%Added
Principia Wealth Advisory, LLC15$6540.00%+14+1,400.0%Added
Cullen/Frost Bankers, Inc.15$6540.00%+15New
Westside Investment Management, Inc.15$6540.00%+15New
Cornerstone Financial Management LLC15$6540.00%+15New
Caitong International Asset Management Co., Ltd17$7410.00%+17New
Cornerstone Planning Group LLC19$7420.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.22$9590.00%−3−12.0%Reduced
Pinnacle Wealth Planning Services, Inc.23$1.00K0.00%+23New
Sunrise Financial Services, LLC23$1.00K0.00%+23New
NBC Securities, Inc.24$1.04K0.00%00.0%Unchanged
United Financial Planning Group LLC24$1.05K0.00%+24New
Aventura Private Wealth, LLC26$1.13K0.00%00.0%Unchanged
Tucker Asset Management LLC27$1.18K0.00%+27New
Fortitude Family Office, LLC28$1.22K0.00%−44−61.1%Reduced
First Command Advisory Services, Inc.29$1.26K0.00%00.0%Unchanged
Wealth Watch Advisors, INC30$1.31K0.00%00.0%Unchanged
Clean Yield Group37$1.61K0.00%00.0%Unchanged
CVA Family Office, LLC41$1.79K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$1.85K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC45$1.96K0.00%−5,000−99.1%Reduced
Strategic Investment Solutions, Inc.52$2.27K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC53$2.31K0.00%00.0%Unchanged
McIlrath & Eck, LLC60$2.62K0.00%00.0%Unchanged
True Wealth Design, LLC62$2.70K0.00%−116−65.2%Reduced
SJS Investment Consulting Inc.65$2.83K0.00%+49+306.3%Added
Turning Point Benefit Group, Inc.66$2.88K0.00%+60+1,000.0%Added
Legacy Wealth Managment, LLC79$3.44K0.00%00.0%Unchanged
Salomon & Ludwin, LLC83$3.63K0.00%+4+5.1%Added
Country Trust Bank85$3.70K0.00%00.0%Unchanged
Curio Wealth, LLC86$3.74K0.00%00.0%Unchanged
Darwin Advisors, LLC91$3.97K0.00%+1+1.1%Added
American National Bank95$4.14K0.00%+95New
Massmutual Trust Co FSB106$4.62K0.00%−52−32.9%Reduced
Grove Bank & Trust113$4.92K0.00%00.0%Unchanged
LRI Investments, LLC121$5.27K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc125$5.45K0.00%+6+5.0%Added
Rossby Financial, LCC128$5.58K0.00%+42+48.8%Added
McMillan Office, Inc.130$5.67K0.00%+130New
Geneos Wealth Management Inc.133$5.80K0.00%00.0%Unchanged
Atlas Capital Advisors LLC135$5.88K0.00%+135New
JFS Wealth Advisors, LLC136$5.94K0.00%+23+20.4%Added
Quarry LP137$5.97K0.00%−2,746−95.2%Reduced
Bell Investment Advisors, Inc139$6.06K0.00%−8−5.4%Reduced
Centennial Bank140$6.10K0.00%00.0%Unchanged
Whittier Trust Co146$6.35K0.00%−168−53.5%Reduced
Steigerwald, Gordon & Koch Inc.148$6.45K0.00%+148New
Sittner & Nelson, LLC200$6.58K0.00%+200New
Transamerica Financial Advisors, Inc.167$7.34K0.00%+116+227.5%Added
Basecamp Wealth Advisors LLC171$7.45K0.00%+171New
Park Square Financial Group, LLC147$7.77K0.05%+147New
Keating Financial Advisory Services, Inc.182$7.93K0.00%+182New
Versant Capital Management, Inc189$8.24K0.00%−853−81.9%Reduced
Basepoint Wealth LLC205$8.97K0.01%+205New
South State Corp.220$9.59K0.00%+210+2,100.0%Added
Atlantic Trust, LLC220$9.59K0.00%+218+10,900.0%Added
Private Wealth Asset Management, LLC225$9.81K0.00%+25+12.5%Added
Asset Dedication, LLC241$10.5K0.00%00.0%Unchanged
TSFG, LLC257$11.0K0.00%+2+0.8%Added
Manchester Capital Management LLC265$11.5K0.00%−60−18.5%Reduced
Central Trust Co297$12.9K0.00%00.0%Unchanged
WealthCollab, LLC307$13.4K0.01%+207+207.0%Added
Pacific Center for Financial Services280$14.2K0.00%00.0%Unchanged
Root Financial Partners, LLC337$14.7K0.00%−2−0.6%Reduced
Assetmark, Inc345$15.0K0.00%−460−57.1%Reduced
Cherry Tree Wealth Management, LLC358$15.6K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.379$16.5K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.382$16.6K0.00%+3+0.8%Added
Elyxium Wealth, LLC398$17.3K0.00%+398New
Eastern Bank400$17.4K0.00%00.0%Unchanged
Torren Management, LLC408$17.8K0.01%+408New
Larson Financial Group LLC410$17.9K0.00%−18−4.2%Reduced
Bessemer Group Inc418$18.0K0.00%−2,477−85.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.430$18.3K0.00%00.0%Unchanged
Clearstead Advisors, LLC435$19.0K0.00%−76−14.9%Reduced
Newbridge Financial Services Group, Inc.500$21.8K0.00%00.0%Unchanged
Operose Advisors LLC500$21.8K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC500$21.8K0.01%00.0%Unchanged
Group One Trading, L.P.517$22.5K0.00%−951−64.8%Reduced
SHP Wealth Management548$23.9K0.00%+548New
Atwood & Palmer Inc570$24.8K0.00%00.0%Unchanged
Abound Wealth Management616$26.8K0.01%+416+208.0%Added
Northwestern Mutual Wealth Management Co618$26.9K0.00%−222−26.4%Reduced