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 |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 623 | $27.1K | 0.02% | −42−6.3% | Reduced |
| NVWM, LLC | 676 | $29.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 684 | $29.8K | 0.00% | −1,536−69.2% | Reduced |
| Penserra Capital Management LLC | 690 | $30.0K | 0.00% | −35−4.8% | Reduced |
| Parkside Financial Bank & Trust | 716 | $31.2K | 0.00% | +184+34.6% | Added |
| Los Angeles Capital Management LLC | 643 | $32.6K | 0.00% | +643 | New |
| MAI Capital Management | 760 | $33.1K | 0.00% | +256+50.8% | Added |
| ZRC Wealth Management, LLC | 765 | $33.3K | 0.01% | +765 | New |
| Valley National Advisers Inc | 800 | $34.0K | 0.00% | +800 | New |
| Archer Investment Corp | 800 | $34.9K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 800 | $34.9K | 0.00% | +800 | New |
| Nomura Asset Management Co Ltd | 830 | $36.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 836 | $36.4K | 0.00% | +317+61.1% | Added |
| Signaturefd, LLC | 843 | $36.7K | 0.00% | +380+82.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 849 | $37.0K | 0.00% | −86−9.2% | Reduced |
| Bogart Wealth, LLC | 866 | $37.7K | 0.00% | −20−2.3% | Reduced |
| Danske Bank A/S | 900 | $39.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 922 | $40.2K | 0.00% | +51+5.9% | Added |
| Employees Retirement System of Texas | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 1,050 | $45.8K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 1,123 | $48.9K | 0.00% | −40−3.4% | Reduced |
| Richardson Financial Services Inc. | 1,135 | $49.5K | 0.03% | −150−11.7% | Reduced |
| HM Payson & Co | 1,150 | $50.1K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,151 | $50.2K | 0.02% | +15+1.3% | Added |
| Smartleaf Asset Management LLC | 1,264 | $55.0K | 0.00% | −74−5.5% | Reduced |
| National Bank of Canada | 1,433 | $62.4K | 0.00% | −57−3.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,440 | $62.7K | 0.00% | −60−4.0% | Reduced |
| IFP Advisors, Inc | 1,477 | $64.4K | 0.00% | −4,097−73.5% | Reduced |
| Huntington National Bank | 1,627 | $70.9K | 0.00% | +56+3.6% | Added |
| Walleye Capital LLC | 1,637 | $71.3K | 0.00% | +777+90.3% | Added |
| Rothschild Investment LLC | 1,645 | $71.7K | 0.00% | +512+45.2% | Added |
| Aquatic Capital Management LLC | 1,666 | $72.6K | 0.00% | −5,049−75.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,742 | $75.9K | 0.00% | −7,874−81.9% | Reduced |
| Parallel Advisors, LLC | 1,802 | $78.5K | 0.00% | +383+27.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,802 | $79.0K | 0.00% | +445+32.8% | Added |
| Horizon Investments, LLC | 1,856 | $80.9K | 0.00% | −9,382−83.5% | Reduced |
| North Star Investment Management Corp. | 1,984 | $86.5K | 0.01% | +1+0.1% | Added |
| Independence Bank of Kentucky | 2,000 | $87.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,069 | $91.0K | 0.05% | +670+47.9% | Added |
| High Point Wealth Management, LLC | 2,283 | $99.5K | 0.09% | +2,283 | New |
| Center for Financial Planning, Inc. | 2,303 | $100.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,361 | $102.9K | 0.00% | +965+69.1% | Added |
| Medallion Wealth Advisors, LLC | 2,400 | $104.6K | 0.04% | 00.0% | Unchanged |
| EMC Capital Management | 2,479 | $108.0K | 0.05% | −438−15.0% | Reduced |
| GAMMA Investing LLC | 2,622 | $114.3K | 0.01% | +760+40.8% | Added |
| Eurizon Capital SGR S.p.A. | 2,735 | $119.0K | 0.00% | +2,735 | New |
| STRS Ohio | 3,034 | $132.2K | 0.00% | −137−4.3% | Reduced |
| Hantz Financial Services, Inc. | 3,296 | $144.0K | 0.00% | +1,949+144.7% | Added |
| Rockefeller Capital Management L.P. | 3,569 | $155.6K | 0.00% | −1,479−29.3% | Reduced |
| Global Retirement Partners, LLC | 3,577 | $155.9K | 0.00% | +1,905+113.9% | Added |
| SageView Advisory Group, LLC | 3,591 | $156.5K | 0.01% | −622−14.8% | Reduced |
| Motiv8 Investments LLC | 3,620 | $158.0K | 0.09% | +3,620 | New |
| CIBC Private Wealth Group, LLC | 3,708 | $161.6K | 0.00% | −127−3.3% | Reduced |
| New Vernon Capital Holdings II LLC | 3,763 | $164.0K | 0.08% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 3,809 | $166.0K | 0.11% | −177−4.4% | Reduced |
| KBC Group NV | 3,929 | $171.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3,959 | $172.5K | 0.00% | −261−6.2% | Reduced |
| Armstrong Advisory Group, Inc | 4,110 | $179.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,180 | $182.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,375 | $190.6K | 0.00% | +582+15.3% | Added |
| Catalyst Funds Management Pty Ltd | 4,600 | $200.5K | 0.05% | +4,600 | New |
| Keybank National Association | 4,645 | $202.4K | 0.00% | +4,645 | New |
| North Dakota State Investment Board | 4,654 | $202.8K | 0.01% | +4,654 | New |
| Affinity Capital Advisors, LLC | 4,700 | $204.8K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,784 | $207.8K | 0.01% | −5,624−54.0% | Reduced |
| Guyasuta Investment Advisors Inc | 4,800 | $209.2K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,826 | $210.3K | 0.00% | +826+20.7% | Added |
| Essential Partners LLC | 4,871 | $212.3K | 0.07% | +521+12.0% | Added |
| Level Four Advisory Services, LLC | 4,955 | $215.9K | 0.01% | −10.0% | Reduced |
| Everett Harris & Co | 5,000 | $217.9K | 0.00% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 5,000 | $217.9K | 0.05% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $217.9K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 5,046 | $219.9K | 0.05% | +5,046 | New |
| Resources Investment Advisors, LLC. | 5,052 | $220.2K | 0.00% | +46+0.9% | Added |
| ProShare Advisors LLC | 5,070 | $221.0K | 0.00% | −624−11.0% | Reduced |
| MQS Management LLC | 5,078 | $221.3K | 0.13% | +5,078 | New |
| Brinker Capital Investments, LLC | 5,093 | $221.9K | 0.00% | −2,010−28.3% | Reduced |
| Savant Capital, LLC | 5,120 | $223.1K | 0.00% | +5,120 | New |
| Jupiter Asset Management Ltd | 5,237 | $228.2K | 0.00% | +5,237 | New |
| Guggenheim Capital LLC | 5,314 | $231.6K | 0.00% | −8,734−62.2% | Reduced |
| Marex Group plc | 5,317 | $231.7K | 0.00% | +5,317 | New |
| Banque Cantonale Vaudoise | 5,324 | $232.0K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,365 | $233.8K | 0.00% | −738−12.1% | Reduced |
| Arnhold LLC | 5,600 | $244.0K | 0.02% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 5,710 | $248.8K | 0.04% | −66−1.1% | Reduced |
| D.A. Davidson & Co. | 5,731 | $249.8K | 0.00% | +1,213+26.8% | Added |
| Allworth Financial LP | 5,779 | $251.9K | 0.00% | −46−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 5,887 | $256.6K | 0.01% | +5,887 | New |
| Twinbeech Capital LP | 5,895 | $256.9K | 0.02% | +5,895 | New |
| Robertson Stephens Wealth Management, LLC | 5,900 | $259.6K | 0.01% | +81+1.4% | Added |
| Quadrant Capital Group LLC | 5,966 | $260.0K | 0.01% | −5−0.1% | Reduced |
| Focus Financial Network, Inc. | 6,000 | $264.3K | 0.01% | −633−9.5% | Reduced |
| Chicago Partners Investment Group LLC | 6,640 | $265.9K | 0.01% | +2,548+62.3% | Added |
| Waldron Private Wealth LLC | 6,075 | $267.3K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 6,139 | $267.5K | 0.10% | −13,199−68.3% | Reduced |
| MOKAN Wealth Management Inc. | 6,291 | $274.2K | 0.12% | +51+0.8% | Added |
| IHT Wealth Management, LLC | 6,324 | $275.6K | 0.01% | −171−2.6% | Reduced |
| Sterling Capital Management LLC | 6,382 | $278.1K | 0.00% | −467−6.8% | Reduced |
| Silver Coast Investments LLC | 6,428 | $280.1K | 0.10% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,467 | $282.0K | 0.02% | −1,802−21.8% | Reduced |