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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 6,486 | $282.7K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 6,599 | $288.0K | 0.01% | +6,599 | New |
| AlphaGrep UK Ltd | 6,618 | $288.4K | 0.10% | +6,618 | New |
| Utah Retirement Systems | 6,719 | $292.8K | 0.00% | −290−4.1% | Reduced |
| Ronald Blue Trust, Inc. | 6,856 | $298.8K | 0.00% | −1,590−18.8% | Reduced |
| Armistice Capital, LLC | 7,245 | $315.7K | 0.01% | −7,261−50.1% | Reduced |
| Park National Corp | 7,358 | $320.7K | 0.01% | −30.0% | Reduced |
| Vise Technologies, Inc. | 7,548 | $328.9K | 0.01% | +3,062+68.3% | Added |
| Tower Research Capital LLC (TRC) | 7,550 | $329.0K | 0.01% | +1,584+26.6% | Added |
| TD Private Client Wealth LLC | 7,619 | $332.0K | 0.01% | +4,828+173.0% | Added |
| Martingale Asset Management L P | 7,658 | $333.7K | 0.01% | −16,988−68.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,885 | $343.6K | 0.02% | −1,225−13.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,250 | $359.5K | 0.10% | −18,285−68.9% | Reduced |
| Taylor Hoffman Capital Management LLC | 8,322 | $362.7K | 0.11% | +3,350+67.4% | Added |
| Unifi Asset Management LP | 8,355 | $364.1K | 0.40% | +8,355 | New |
| Jain Global LLC | 8,580 | $373.9K | 0.00% | −39,627−82.2% | Reduced |
| Tradewinds, LLC. | 8,581 | $374.0K | 0.09% | 00.0% | Unchanged |
| Boston Family Office LLC | 8,600 | $375.0K | 0.02% | −400−4.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,662 | $377.5K | 0.02% | +49+0.6% | Added |
| Brown Advisory Inc | 8,756 | $381.6K | 0.00% | −500−5.4% | Reduced |
| TCM Advisors, LLC | – | $392.2K | 0.33% | – | – |
| Verition Fund Management LLC | 9,144 | $398.5K | 0.00% | −9,419−50.7% | Reduced |
| Securian Asset Management, Inc | 9,213 | $401.5K | 0.02% | −813−8.1% | Reduced |
| Captrust Financial Advisors | 9,228 | $402.2K | 0.00% | +621+7.2% | Added |
| Amundi | 9,377 | $408.7K | 0.00% | −90,463−90.6% | Reduced |
| Maridea Wealth Management LLC | 9,413 | $410.2K | 0.06% | +9,413 | New |
| denkapparat Operations GmbH | 9,794 | $426.8K | 0.23% | 00.0% | Unchanged |
| Lavelle Capital LP | 9,855 | $429.5K | 0.27% | +9,855 | New |
| Capital Advisory Group Advisory Services, LLC | 9,920 | $432.3K | 0.13% | −68−0.7% | Reduced |
| Quent Capital, LLC | 10,013 | $436.3K | 0.03% | +9,472+1,750.8% | Added |
| Natixis Advisors, L.P. | 10,026 | $437.0K | 0.00% | −5,760−36.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $440.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 10,139 | $440.7K | 0.00% | −18,313−64.4% | Reduced |
| Federated Hermes, Inc. | 10,166 | $443.0K | 0.00% | −217,631−95.5% | Reduced |
| Chesley Taft & Associates LLC | 10,170 | $443.2K | 0.02% | +509+5.3% | Added |
| Fifth Third Bancorp | 10,425 | $454.3K | 0.00% | −340−3.2% | Reduced |
| CSS LLC | 10,460 | $455.8K | 0.03% | +10,460 | New |
| CWC Advisors, LLC. | 10,461 | $455.9K | 0.22% | −213−2.0% | Reduced |
| Swiss Life Asset Management Ltd | 10,534 | $459.1K | 0.00% | +4,456+73.3% | Added |
| Convergence Financial, LLC | 10,551 | $459.8K | 0.07% | +60+0.6% | Added |
| Aviso Wealth Management | 10,561 | $460.3K | 0.19% | 00.0% | Unchanged |
| Ceera Investments, LLC | 10,580 | $461.1K | 0.18% | −9,930−48.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,874 | $473.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 10,985 | $478.7K | 0.03% | +4,895+80.4% | Added |
| HB Wealth Management, LLC | 11,033 | $480.8K | 0.00% | +5,613+103.6% | Added |
| Mutual Advisors, LLC | 11,078 | $482.8K | 0.01% | +11,078 | New |
| American Century Companies Inc | 11,226 | $489.2K | 0.00% | −80,395−87.7% | Reduced |
| New York Life Investment Management LLC | 11,461 | $499.5K | 0.00% | −2,001−14.9% | Reduced |
| Ensign Peak Advisors, Inc | 11,583 | $504.8K | 0.00% | −24,099−67.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,757 | $512.4K | 0.00% | +1,218+11.6% | Added |
| RMB Capital Management, LLC | 11,718 | $515.8K | 0.01% | −142−1.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,990 | $522.5K | 0.00% | −1,146−8.7% | Reduced |
| Harbour Investments, Inc. | 12,139 | $529.0K | 0.01% | +3,811+45.8% | Added |
| US Bancorp | 12,139 | $529.0K | 0.00% | −462−3.7% | Reduced |
| PEAK6 LLC | 12,454 | $542.7K | 0.01% | +12,452+622,600.0% | Added |
| Journey Strategic Wealth LLC | 12,469 | $543.4K | 0.01% | +341+2.8% | Added |
| South Dakota Investment Council | 12,501 | $545.0K | 0.01% | −1,300−9.4% | Reduced |
| RSM US Wealth Management LLC | 12,957 | $564.3K | 0.01% | −131−1.0% | Reduced |
| Oxford Asset Management LLP | 13,027 | $567.7K | 0.20% | +13,027 | New |
| Fieldview Capital Management, LLC | 13,030 | $567.8K | 0.10% | +13,030 | New |
| Jones Financial Companies LLLP | 13,055 | $568.9K | 0.00% | −1,747−11.8% | Reduced |
| Simplex Trading, LLC | 13,203 | $575.4K | 0.02% | +11,095+526.3% | Added |
| Merit Financial Group, LLC | 13,582 | $591.9K | 0.00% | +1,244+10.1% | Added |
| Xponance, Inc. | 14,281 | $622.4K | 0.00% | −3,122−17.9% | Reduced |
| Public Employees Retirement Association of Colorado | 14,290 | $623.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,297 | $623.0K | 0.00% | +3,310+30.1% | Added |
| MML Investors Services, LLC | 14,381 | $626.7K | 0.00% | −794−5.2% | Reduced |
| New Age Alpha Advisors, LLC | 14,431 | $628.9K | 0.03% | −13,863−49.0% | Reduced |
| JustInvest LLC | 14,480 | $631.0K | 0.01% | −2,484−14.6% | Reduced |
| Farther Finance Advisors, LLC | 14,521 | $632.8K | 0.01% | +765+5.6% | Added |
| Claret Asset Management Corp | 14,690 | $640.0K | 0.07% | −24−0.2% | Reduced |
| Neuberger Berman Group LLC | 14,953 | $651.6K | 0.00% | +1,647+12.4% | Added |
| RBF Capital, LLC | 15,000 | $653.7K | 0.03% | 00.0% | Unchanged |
| Range Financial Group LLC | 15,053 | $656.0K | 0.23% | +688+4.8% | Added |
| Pinebridge Investments LLC | 15,261 | $665.1K | 0.00% | +15,261 | New |
| Legacy Bridge, LLC | 15,265 | $665.2K | 0.27% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 14,062 | $668.4K | 0.05% | +14,062 | New |
| HighTower Advisors, LLC | 15,576 | $678.8K | 0.00% | −3,496−18.3% | Reduced |
| Integrated Wealth Concepts LLC | 15,983 | $696.5K | 0.01% | +1,411+9.7% | Added |
| Ifrah Financial Services, Inc. | 16,131 | $703.0K | 0.18% | −301−1.8% | Reduced |
| Morningstar Investment Management LLC | 16,692 | $727.0K | 0.04% | −86,886−83.9% | Reduced |
| Rockland Trust Co | 16,866 | $735.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 16,987 | $740.3K | 0.00% | −64,579−79.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,183 | $749.0K | 0.00% | +1,271+8.0% | Added |
| Exchange Traded Concepts, LLC | 17,193 | $749.3K | 0.01% | +1,404+8.9% | Added |
| Wealthfront Advisers LLC | 17,342 | $755.8K | 0.00% | −453−2.5% | Reduced |
| Advisory Research Inc | 17,526 | $763.8K | 0.10% | +689+4.1% | Added |
| Ethic Inc. | 17,561 | $765.3K | 0.01% | −2,158−10.9% | Reduced |
| MSH Capital Advisors LLC | 17,680 | $770.5K | 0.16% | −54−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 18,077 | $787.8K | 0.00% | −413−2.2% | Reduced |
| Kessler Investment Group, LLC | 18,329 | $798.8K | 0.34% | −50.0% | Reduced |
| GenTrust, LLC | 18,222 | $802.0K | 0.03% | +810+4.7% | Added |
| Gallacher Capital Management LLC | 18,435 | $803.4K | 0.31% | −9,990−35.1% | Reduced |
| Baird Financial Group, Inc. | 18,589 | $810.1K | 0.00% | +1,350+7.8% | Added |
| Pictet Asset Management Holding SA | 18,707 | $815.3K | 0.00% | −1,025−5.2% | Reduced |
| Picton Mahoney Asset Management | 19,287 | $840.5K | 0.01% | +372+2.0% | Added |
| Nomura Asset Management International Inc. | 19,900 | $867.0K | 0.00% | +19,900 | New |
| Advisor Group Holdings, Inc. | 19,894 | $867.3K | 0.00% | +557+2.9% | Added |
| Versor Investments LP | 20,100 | $876.0K | 0.14% | +3,464+20.8% | Added |
| Summit Trail Advisors, LLC | 21,481 | $939.0K | 0.02% | −1,449−6.3% | Reduced |