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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 22,474 | $979.4K | 0.00% | −14,724−39.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,496 | $980.4K | 0.00% | +309+1.4% | Added |
| Bank of Montreal | 22,712 | $989.8K | 0.00% | −32,513−58.9% | Reduced |
| Pathstone Holdings, LLC | 22,891 | $1.00M | 0.00% | −11,490−33.4% | Reduced |
| Huber Capital Management LLC | 23,100 | $1.01M | 0.15% | −100−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 23,170 | $1.01M | 0.03% | −1,926−7.7% | Reduced |
| LGT Group Foundation | 23,236 | $1.01M | 0.01% | −8,150−26.0% | Reduced |
| Argyle Capital Management Inc. | 23,233 | $1.01M | 0.34% | 00.0% | Unchanged |
| Sovereign's Capital Management, LLC | 23,316 | $1.02M | 0.62% | −2,747−10.5% | Reduced |
| Colony Group, LLC | 22,208 | $1.07M | 0.00% | +3,905+21.3% | Added |
| Sequoia Financial Advisors, LLC | 24,795 | $1.08M | 0.01% | +3,987+19.2% | Added |
| Oregon Public Employees Retirement Fund | 25,224 | $1.10M | 0.01% | −1,700−6.3% | Reduced |
| Freestone Grove Partners LP | 25,235 | $1.10M | 0.01% | +2,247+9.8% | Added |
| First Citizens Bank & Trust Co | 27,418 | $1.19M | 0.02% | +113+0.4% | Added |
| New Mexico Educational Retirement Board | 27,800 | $1.21M | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 27,816 | $1.21M | 0.04% | −6,797−19.6% | Reduced |
| Schroder Investment Management Group | 27,946 | $1.22M | 0.00% | −57,738−67.4% | Reduced |
| Susquehanna International Group, LLP | 28,084 | $1.22M | 0.00% | +13,831+97.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 28,286 | $1.23M | 0.01% | −1,555−5.2% | Reduced |
| Thrivent Financial for Lutherans | 28,468 | $1.24M | 0.00% | −2,290−7.4% | Reduced |
| Kennondale Capital Management LLC | 29,286 | $1.28M | 0.94% | 00.0% | Unchanged |
| Vestcor Inc | 29,494 | $1.28M | 0.04% | +6,300+27.2% | Added |
| Castlekeep Investment Advisors LLC | 29,665 | $1.29M | 0.59% | 00.0% | Unchanged |
| State of Michigan Retirement System | 29,868 | $1.30M | 0.01% | −2,000−6.3% | Reduced |
| Chase Investment Counsel Corp | 30,000 | $1.31M | 0.37% | +6,000+25.0% | Added |
| Cetera Investment Advisers | 30,156 | $1.31M | 0.00% | −5,351−15.1% | Reduced |
| Ritholtz Wealth Management | 30,312 | $1.32M | 0.02% | −816−2.6% | Reduced |
| Human Investing LLC | 30,380 | $1.32M | 0.19% | −4,881−13.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,937 | $1.35M | 0.14% | −70−0.2% | Reduced |
| Jump Financial, LLC | 31,341 | $1.37M | 0.02% | +31,341 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,637 | $1.38M | 0.01% | −2,723−7.9% | Reduced |
| Kestra Advisory Services, LLC | 31,663 | $1.38M | 0.01% | +3,249+11.4% | Added |
| CIBC World Markets Corp | 34,270 | $1.49M | 0.01% | +34,270 | New |
| Russell Investments Group, Ltd. | 34,396 | $1.50M | 0.00% | −6,119−15.1% | Reduced |
| Tealwood Asset Management Inc | 34,558 | $1.51M | 0.68% | −10,418−23.2% | Reduced |
| Vident Advisory, LLC | 34,597 | $1.51M | 0.01% | +2,081+6.4% | Added |
| Louisiana State Employees Retirement System | 35,000 | $1.53M | 0.03% | −2,300−6.2% | Reduced |
| Arizona State Retirement System | 35,655 | $1.55M | 0.01% | −3,961−10.0% | Reduced |
| Tudor Investment Corp Et Al | 36,096 | $1.57M | 0.01% | +36,096 | New |
| Yousif Capital Management, LLC | 39,210 | $1.58M | 0.02% | −3,000−7.1% | Reduced |
| M&T Bank Corp | 36,663 | $1.60M | 0.01% | +2,058+5.9% | Added |
| Engineers Gate Manager LP | 36,693 | $1.60M | 0.02% | −279,799−88.4% | Reduced |
| Aurora Investment Counsel | 36,798 | $1.60M | 0.84% | −1,823−4.7% | Reduced |
| Commonwealth Equity Services, LLC | 37,150 | $1.62M | 0.00% | −5,883−13.7% | Reduced |
| Cunning Capital Partners, LP | 37,360 | $1.63M | 0.75% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 39,578 | $1.72M | 0.00% | +1,089+2.8% | Added |
| Bridgefront Capital, LLC | 39,496 | $1.72M | 0.43% | +39,496 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,678 | $1.73M | 0.00% | −1,923−4.6% | Reduced |
| WBI Investments | 39,809 | $1.73M | 0.45% | +27,687+228.4% | Added |
| Mercer Global Advisors Inc | 40,765 | $1.78M | 0.00% | +133+0.3% | Added |
| Virginia Retirement Systems Et Al | 41,200 | $1.80M | 0.01% | +7,800+23.4% | Added |
| Burney Co | 41,344 | $1.80M | 0.06% | −2,552−5.8% | Reduced |
| Toroso Investments, LLC | 41,485 | $1.81M | 0.01% | +29,339+241.6% | Added |
| FIL Ltd | 41,564 | $1.81M | 0.00% | +28,998+230.8% | Added |
| Optimist Retirement Group LLC | 42,308 | $1.84M | 0.84% | +543+1.3% | Added |
| Lighthouse Investment Partners, LLC | 42,471 | $1.85M | 0.06% | +42,471 | New |
| Teachers Retirement System of the State of Kentucky | 42,628 | $1.86M | 0.01% | −5,000−10.5% | Reduced |
| Public Employees Retirement System of Ohio | 42,770 | $1.86M | 0.01% | −3,401−7.4% | Reduced |
| Deutsche Bank AG | 43,306 | $1.89M | 0.00% | −1,917−4.2% | Reduced |
| Commerce Bank | 44,150 | $1.92M | 0.01% | +447+1.0% | Added |
| Mariner, LLC | 44,637 | $1.95M | 0.00% | −3,307−6.9% | Reduced |
| Jefferies Financial Group Inc. | 45,038 | $1.96M | 0.02% | +18,225+68.0% | Added |
| Auxier Asset Management | 45,292 | $1.97M | 0.28% | −745−1.6% | Reduced |
| KLP Kapitalforvaltning AS | 45,400 | $1.99M | 0.01% | −1,700−3.6% | Reduced |
| State of Tennessee, Treasury Department | 51,160 | $2.02M | 0.01% | −4,276−7.7% | Reduced |
| Envestnet Asset Management Inc | 47,276 | $2.06M | 0.00% | −5,844−11.0% | Reduced |
| State of New Jersey Common Pension Fund D | 48,501 | $2.11M | 0.01% | +7,062+17.0% | Added |
| Handelsbanken Fonder AB | 49,300 | $2.15M | 0.01% | +15,700+46.7% | Added |
| Sprott Inc. | 50,000 | $2.18M | 0.08% | +50,000 | New |
| Comerica Bank | 51,468 | $2.24M | 0.01% | −3,267−6.0% | Reduced |
| Qsemble Capital Management, LP | 52,500 | $2.29M | 0.19% | +52,500 | New |
| Mutual of America Capital Management LLC | 52,615 | $2.29M | 0.02% | −9,214−14.9% | Reduced |
| Rings Capital Management LLC | 53,000 | $2.31M | 1.15% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 53,075 | $2.31M | 0.01% | −144,542−73.1% | Reduced |
| GWM Advisors LLC | 53,574 | $2.33M | 0.01% | +1,496+2.9% | Added |
| CWM, LLC | 53,631 | $2.34M | 0.01% | +8,374+18.5% | Added |
| Wells Fargo & Company | 53,915 | $2.35M | 0.00% | −215−0.4% | Reduced |
| Round Hill Asset Management | 54,606 | $2.38M | 1.50% | −900−1.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 55,009 | $2.40M | 0.02% | −4,080−6.9% | Reduced |
| State of Alaska, Department of Revenue | 55,563 | $2.42M | 0.03% | −2,070−3.6% | Reduced |
| Brevan Howard Capital Management LP | 56,411 | $2.46M | 0.05% | +56,411 | New |
| CBOE Vest Financial, LLC | 56,680 | $2.47M | 0.03% | +5,788+11.4% | Added |
| Amalgamated Bank | 57,592 | $2.51M | 0.02% | −4,955−7.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 58,450 | $2.55M | 0.01% | −10,416−15.1% | Reduced |
| Janus Henderson Group PLC | 59,148 | $2.58M | 0.00% | −2,040−3.3% | Reduced |
| Redwood Investment Management, LLC | 59,320 | $2.58M | 0.29% | −3,861−6.1% | Reduced |
| Stratos Wealth Advisors, LLC | 59,625 | $2.60M | 0.13% | +15,244+34.3% | Added |
| MetLife Investment Management | 62,809 | $2.74M | 0.01% | −7,040−10.1% | Reduced |
| Stifel Financial Corp | 62,900 | $2.74M | 0.00% | +16,080+34.3% | Added |
| Wedge Capital Management L L P | 63,755 | $2.78M | 0.05% | +2,474+4.0% | Added |
| SummitTX Capital, L.P. | 64,209 | $2.80M | 0.08% | +28,121+77.9% | Added |
| LPL Financial LLC | 65,366 | $2.85M | 0.00% | −1,422−2.1% | Reduced |
| State of Wisconsin Investment Board | 67,607 | $2.95M | 0.01% | −9,649−12.5% | Reduced |
| Storebrand Asset Management AS | 68,181 | $2.97M | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 68,824 | $3.00M | 0.01% | +3,709+5.7% | Added |
| Kendall Capital Management | 70,780 | $3.08M | 0.65% | +5,545+8.5% | Added |
| Intech Investment Management LLC | 75,034 | $3.27M | 0.03% | +12,420+19.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 75,473 | $3.29M | 0.01% | +37,998+101.4% | Added |
| Capital Fund Management S.A. | 76,757 | $3.35M | 0.03% | −63,214−45.2% | Reduced |
| Acadian Asset Management LLC | 76,956 | $3.35M | 0.01% | −83,272−52.0% | Reduced |