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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 78,511 | $3.42M | 0.00% | −3,468−4.2% | Reduced |
| Squarepoint Ops LLC | 79,336 | $3.46M | 0.01% | +46,486+141.5% | Added |
| Manufacturers Life Insurance Company, The | 88,952 | $3.88M | 0.00% | −7,867−8.1% | Reduced |
| Elo Mutual Pension Insurance Co | 91,258 | $3.98M | 0.06% | +37,152+68.7% | Added |
| HSBC Holdings PLC | 92,460 | $4.01M | 0.00% | +25,717+38.5% | Added |
| Prudential Financial Inc | 93,242 | $4.06M | 0.00% | −21,815−19.0% | Reduced |
| Segall Bryant & Hamill, LLC | 95,000 | $4.14M | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 95,097 | $4.14M | 0.01% | +89,959+1,750.9% | Added |
| Seizert Capital Partners, LLC | 96,608 | $4.21M | 0.18% | +16,259+20.2% | Added |
| Creative Planning | 97,197 | $4.24M | 0.00% | +5,780+6.3% | Added |
| Campbell & CO Investment Adviser LLC | 97,273 | $4.24M | 0.20% | +85,534+728.6% | Added |
| Janney Montgomery Scott LLC | 97,710 | $4.26M | 0.01% | +23,231+31.2% | Added |
| Rodgers Brothers Inc. | 99,400 | $4.33M | 0.52% | −250−0.3% | Reduced |
| Ossiam | 99,405 | $4.33M | 0.09% | +99,405 | New |
| Crawford Investment Counsel Inc | 101,436 | $4.42M | 0.07% | +311+0.3% | Added |
| Sound Income Strategies, LLC | 106,077 | $4.46M | 0.21% | +101,025+1,999.7% | Added |
| Great West Life Assurance Co | 102,676 | $4.47M | 0.01% | −3,053−2.9% | Reduced |
| Ibex Wealth Advisors | 104,731 | $4.56M | 0.45% | +1,212+1.2% | Added |
| Illinois Municipal Retirement Fund | 105,164 | $4.58M | 0.06% | +10,288+10.8% | Added |
| Franklin Resources Inc | 107,486 | $4.68M | 0.00% | −2,331,990−95.6% | Reduced |
| Cerity Partners LLC | 109,330 | $4.76M | 0.01% | +5,483+5.3% | Added |
| Nordea Investment Management AB | 110,986 | $4.79M | 0.00% | −11,423−9.3% | Reduced |
| Natixis | 112,116 | $4.89M | 0.02% | +105,819+1,680.5% | Added |
| Nisa Investment Advisors, LLC | 111,583 | $4.91M | 0.02% | −7,900−6.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 114,426 | $4.99M | 0.05% | +114,426 | New |
| Ruffer LLP | 118,033 | $5.15M | 0.23% | +26,083+28.4% | Added |
| Point72 Asset Management, L.P. | 119,858 | $5.22M | 0.01% | +119,858 | New |
| Bank of Nova Scotia | 121,127 | $5.28M | 0.01% | +113,106+1,410.1% | Added |
| California State Teachers Retirement System | 133,636 | $5.82M | 0.01% | +5,329+4.2% | Added |
| Crossmark Global Holdings, Inc. | 135,875 | $5.92M | 0.08% | −18,707−12.1% | Reduced |
| State Board of Administration of Florida Retirement System | 137,927 | $6.01M | 0.01% | −7,132−4.9% | Reduced |
| Quantinno Capital Management LP | 137,929 | $6.01M | 0.01% | +79,993+138.1% | Added |
| New York State Teachers Retirement System | 142,169 | $6.20M | 0.01% | −1,164−0.8% | Reduced |
| HRT Financial LP | 145,565 | $6.34M | 0.02% | +70,577+94.1% | Added |
| Ameriprise Financial Inc | 150,146 | $6.55M | 0.00% | −74,338−33.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 150,854 | $6.57M | 0.01% | −4,947−3.2% | Reduced |
| Retirement Systems of Alabama | 151,731 | $6.61M | 0.02% | −10,137−6.3% | Reduced |
| CI Private Wealth, LLC | 153,862 | $6.70M | 0.01% | −14,122−8.4% | Reduced |
| Kingsview Wealth Management, LLC | 165,431 | $7.21M | 0.10% | −27,831−14.4% | Reduced |
| Victory Capital Management Inc | 168,241 | $7.33M | 0.00% | +39,328+30.5% | Added |
| Midwest Trust Co | 170,328 | $7.42M | 0.09% | −3,442−2.0% | Reduced |
| Atom Investors LP | 171,538 | $7.48M | 0.59% | +171,538 | New |
| Raymond James Financial Inc | 178,564 | $7.78M | 0.00% | −4,726−2.6% | Reduced |
| Citigroup Inc | 182,083 | $7.94M | 0.01% | +140,489+337.8% | Added |
| DekaBank Deutsche Girozentrale | 154,795 | $8.03M | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 197,473 | $8.61M | 0.45% | +27,720+16.3% | Added |
| Cambria Investment Management, L.P. | 200,151 | $8.72M | 0.51% | +26,822+15.5% | Added |
| Legal & General Group Plc | 202,168 | $8.81M | 0.00% | −60,901−23.2% | Reduced |
| Landscape Capital Management, L.L.C. | 210,498 | $9.17M | 0.61% | +66,374+46.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 240,790 | $10.5M | 0.03% | −26,676−10.0% | Reduced |
| Swiss National Bank | 252,100 | $11.0M | 0.01% | −7,400−2.9% | Reduced |
| Principal Financial Group Inc | 271,894 | $11.8M | 0.01% | −25,392−8.5% | Reduced |
| Framtiden Holdings Management Co LLC | 275,000 | $12.0M | 13.00% | +275,000 | New |
| Alliancebernstein L.P. | 276,213 | $12.0M | 0.00% | +103,773+60.2% | Added |
| Voya Investment Management LLC | 286,604 | $12.5M | 0.01% | −14,353−4.8% | Reduced |
| Royce & Associates LP | 316,067 | $13.8M | 0.14% | +101,511+47.3% | Added |
| Balyasny Asset Management LLC | 317,801 | $13.8M | 0.03% | +317,801 | New |
| Swedbank AB | 345,643 | $15.1M | 0.01% | −507−0.1% | Reduced |
| Prevatt Capital Ltd | 350,000 | $15.3M | 4.41% | 00.0% | Unchanged |
| California Public Employees Retirement System | 353,081 | $15.4M | 0.01% | −39,896−10.2% | Reduced |
| Canada Pension Plan Investment Board | 355,800 | $15.5M | 0.01% | +29,700+9.1% | Added |
| Miller Howard Investments Inc | 370,841 | $16.2M | 0.49% | −189,224−33.8% | Reduced |
| Rhumbline Advisers | 374,932 | $16.3M | 0.01% | −11,858−3.1% | Reduced |
| Alps Advisors Inc | 388,678 | $16.9M | 0.10% | −22,772−5.5% | Reduced |
| SEI Investments Co | 425,562 | $18.5M | 0.02% | −6,706−1.6% | Reduced |
| Bridgewater Associates, LP | 455,655 | $19.9M | 0.07% | −150,607−24.8% | Reduced |
| Jane Street Group, LLC | 467,640 | $20.4M | 0.02% | +365,374+357.3% | Added |
| Qube Research & Technologies Ltd | 507,482 | $22.1M | 0.03% | −531,637−51.2% | Reduced |
| Pacer Advisors, Inc. | 533,391 | $23.2M | 0.06% | −25,996−4.6% | Reduced |
| Royal Bank of Canada | 537,494 | $23.4M | 0.00% | −1,057,898−66.3% | Reduced |
| Arbejdsmarkedets Tillaegspension | 555,637 | $24.2M | 0.62% | +555,637 | New |
| Invesco Ltd. | 613,621 | $26.7M | 0.00% | +168,287+37.8% | Added |
| JPMorgan Chase & Co | 631,511 | $27.5M | 0.00% | −18,323−2.8% | Reduced |
| Price T Rowe Associates Inc | 640,918 | $27.9M | 0.00% | −425,939−39.9% | Reduced |
| Nuveen, LLC | 681,709 | $29.7M | 0.01% | −11,236−1.6% | Reduced |
| UBS Asset Management Americas Inc | 691,037 | $30.1M | 0.01% | −58,261−7.8% | Reduced |
| Boston Trust Walden Corp | 776,309 | $33.8M | 0.26% | −80,786−9.4% | Reduced |
| Barclays PLC | 781,697 | $34.1M | 0.01% | +22,726+3.0% | Added |
| Lodge Hill Capital, LLC | 800,000 | $34.9M | 6.59% | +800,000 | New |
| Millennium Management LLC | 839,268 | $36.6M | 0.03% | +611,265+268.1% | Added |
| NewEdge Wealth, LLC | 843,749 | $36.8M | 0.42% | +3730.0% | Added |
| BNP Paribas Arbitrage, SA | 873,613 | $38.1M | 0.02% | +216,190+32.9% | Added |
| Goldman Sachs Group Inc | 902,067 | $39.3M | 0.01% | +39,195+4.5% | Added |
| UBS Group AG | 934,917 | $40.7M | 0.01% | +150,719+19.2% | Added |
| Ranmore Fund Management Ltd | 948,000 | $41.3M | 7.09% | +948,000 | New |
| First Trust Advisors LP | 1,052,391 | $45.9M | 0.03% | +113,854+12.1% | Added |
| Bank of America Corp | 1,053,722 | $45.9M | 0.00% | +157,498+17.6% | Added |
| Marshall Wace, LLP | 1,175,635 | $51.2M | 0.05% | −22,923−1.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,345,723 | $58.6M | 0.04% | +511,377+61.3% | Added |
| Bank of New York Mellon Corp | 1,419,957 | $61.9M | 0.01% | −11,483−0.8% | Reduced |
| Morgan Stanley | 1,500,953 | $65.4M | 0.00% | −327,876−17.9% | Reduced |
| LSV Asset Management | 1,534,451 | $66.9M | 0.15% | +55,900+3.8% | Added |
| Charles Schwab Investment Management Inc | 1,576,650 | $68.7M | 0.01% | −58,798−3.6% | Reduced |
| Norges Bank | 1,593,419 | $69.4M | 0.01% | +1,593,419 | New |
| Citadel Advisors LLC | 1,598,948 | $69.7M | 0.05% | +202,769+14.5% | Added |
| Wellington Management Group LLP | 1,697,916 | $74.0M | 0.01% | −606,329−26.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,794,481 | $78.2M | 0.05% | −195,886−9.8% | Reduced |
| Northern Trust Corp | 2,415,655 | $105.3M | 0.01% | −334,758−12.2% | Reduced |
| Lazard Asset Management LLC | 2,492,030 | $108.6M | 0.18% | −721,147−22.4% | Reduced |
| Dimensional Fund Advisors LP | 2,519,882 | $109.8M | 0.02% | +203,478+8.8% | Added |