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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 2,890,440 | $126.0M | 0.01% | −72,903−2.5% | Reduced |
| Boston Partners | 3,065,070 | $133.6M | 0.14% | −821,474−21.1% | Reduced |
| AQR Capital Management LLC | 3,402,728 | $147.0M | 0.08% | +809,438+31.2% | Added |
| State Street Corp | 3,985,160 | $175.4M | 0.01% | −175,465−4.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,285,516 | $186.8M | 0.63% | +191,608+4.7% | Added |
| Vanguard Group Inc | 13,313,823 | $580.2M | 0.01% | −345,952−2.5% | Reduced |
| FMR LLC | 14,567,341 | $634.8M | 0.03% | +184,330+1.3% | Added |
| BlackRock, Inc. | 15,831,228 | $689.9M | 0.01% | −436,810−2.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −284,908−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −260,532−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −176,035−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −150,299−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −121,600−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −116,295−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −99,400−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −75,589−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −73,599−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −71,856−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −70,155−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −45,902−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −38,610−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −34,161−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −31,336−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −27,529−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −24,559−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −18,959−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −18,258−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −17,771−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −16,777−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −14,846−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −14,510−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −13,126−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −12,350−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −11,135−100.0% | Sold out |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −10,604−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,821−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,216−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −9,005−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,922−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −8,350−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,164−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,113−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −7,991−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −7,739−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −7,593−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −7,339−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −7,122−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −7,096−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −6,775−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,764−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −6,718−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −6,257−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,176−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,053−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −6,158−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,623−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −5,529−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −4,748−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,656−100.0% | Sold out |
| NDVR, Inc. | 0 | $0 | 0.00% | −4,593−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −4,565−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −4,432−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,408−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,364−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −4,195−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Westshore Wealth, LLC | 0 | $0 | 0.00% | −4,060−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −4,018−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −4,007−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −4,005−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −3,982−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,554−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −1,902−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −597−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |