H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 95,097 | $4.14M | 0.01% | +89,959+1,750.9% | Added |
| Segall Bryant & Hamill, LLC | 95,000 | $4.14M | 0.06% | 00.0% | Unchanged |
| Prudential Financial Inc | 93,242 | $4.06M | 0.00% | −21,815−19.0% | Reduced |
| HSBC Holdings PLC | 92,460 | $4.01M | 0.00% | +25,717+38.5% | Added |
| Elo Mutual Pension Insurance Co | 91,258 | $3.98M | 0.06% | +37,152+68.7% | Added |
| Manufacturers Life Insurance Company, The | 88,952 | $3.88M | 0.00% | −7,867−8.1% | Reduced |
| Squarepoint Ops LLC | 79,336 | $3.46M | 0.01% | +46,486+141.5% | Added |
| New York State Common Retirement Fund | 78,511 | $3.42M | 0.00% | −3,468−4.2% | Reduced |
| Acadian Asset Management LLC | 76,956 | $3.35M | 0.01% | −83,272−52.0% | Reduced |
| Capital Fund Management S.A. | 76,757 | $3.35M | 0.03% | −63,214−45.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 75,473 | $3.29M | 0.01% | +37,998+101.4% | Added |
| Intech Investment Management LLC | 75,034 | $3.27M | 0.03% | +12,420+19.8% | Added |
| Kendall Capital Management | 70,780 | $3.08M | 0.65% | +5,545+8.5% | Added |
| Agf Management Ltd | 68,824 | $3.00M | 0.01% | +3,709+5.7% | Added |
| Storebrand Asset Management AS | 68,181 | $2.97M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 67,607 | $2.95M | 0.01% | −9,649−12.5% | Reduced |
| LPL Financial LLC | 65,366 | $2.85M | 0.00% | −1,422−2.1% | Reduced |
| SummitTX Capital, L.P. | 64,209 | $2.80M | 0.08% | +28,121+77.9% | Added |
| Wedge Capital Management L L P | 63,755 | $2.78M | 0.05% | +2,474+4.0% | Added |
| Stifel Financial Corp | 62,900 | $2.74M | 0.00% | +16,080+34.3% | Added |
| MetLife Investment Management | 62,809 | $2.74M | 0.01% | −7,040−10.1% | Reduced |
| Stratos Wealth Advisors, LLC | 59,625 | $2.60M | 0.13% | +15,244+34.3% | Added |
| Redwood Investment Management, LLC | 59,320 | $2.58M | 0.29% | −3,861−6.1% | Reduced |
| Janus Henderson Group PLC | 59,148 | $2.58M | 0.00% | −2,040−3.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 58,450 | $2.55M | 0.01% | −10,416−15.1% | Reduced |
| Amalgamated Bank | 57,592 | $2.51M | 0.02% | −4,955−7.9% | Reduced |
| CBOE Vest Financial, LLC | 56,680 | $2.47M | 0.03% | +5,788+11.4% | Added |
| Brevan Howard Capital Management LP | 56,411 | $2.46M | 0.05% | +56,411 | New |
| State of Alaska, Department of Revenue | 55,563 | $2.42M | 0.03% | −2,070−3.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 55,009 | $2.40M | 0.02% | −4,080−6.9% | Reduced |
| Round Hill Asset Management | 54,606 | $2.38M | 1.50% | −900−1.6% | Reduced |
| Wells Fargo & Company | 53,915 | $2.35M | 0.00% | −215−0.4% | Reduced |
| CWM, LLC | 53,631 | $2.34M | 0.01% | +8,374+18.5% | Added |
| GWM Advisors LLC | 53,574 | $2.33M | 0.01% | +1,496+2.9% | Added |
| Treasurer of the State of North Carolina | 53,075 | $2.31M | 0.01% | −144,542−73.1% | Reduced |
| Rings Capital Management LLC | 53,000 | $2.31M | 1.15% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 52,615 | $2.29M | 0.02% | −9,214−14.9% | Reduced |
| Qsemble Capital Management, LP | 52,500 | $2.29M | 0.19% | +52,500 | New |
| Comerica Bank | 51,468 | $2.24M | 0.01% | −3,267−6.0% | Reduced |
| Sprott Inc. | 50,000 | $2.18M | 0.08% | +50,000 | New |
| Handelsbanken Fonder AB | 49,300 | $2.15M | 0.01% | +15,700+46.7% | Added |
| State of New Jersey Common Pension Fund D | 48,501 | $2.11M | 0.01% | +7,062+17.0% | Added |
| Envestnet Asset Management Inc | 47,276 | $2.06M | 0.00% | −5,844−11.0% | Reduced |
| State of Tennessee, Treasury Department | 51,160 | $2.02M | 0.01% | −4,276−7.7% | Reduced |
| KLP Kapitalforvaltning AS | 45,400 | $1.99M | 0.01% | −1,700−3.6% | Reduced |
| Auxier Asset Management | 45,292 | $1.97M | 0.28% | −745−1.6% | Reduced |
| Jefferies Financial Group Inc. | 45,038 | $1.96M | 0.02% | +18,225+68.0% | Added |
| Mariner, LLC | 44,637 | $1.95M | 0.00% | −3,307−6.9% | Reduced |
| Commerce Bank | 44,150 | $1.92M | 0.01% | +447+1.0% | Added |
| Deutsche Bank AG | 43,306 | $1.89M | 0.00% | −1,917−4.2% | Reduced |
| Public Employees Retirement System of Ohio | 42,770 | $1.86M | 0.01% | −3,401−7.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 42,628 | $1.86M | 0.01% | −5,000−10.5% | Reduced |
| Lighthouse Investment Partners, LLC | 42,471 | $1.85M | 0.06% | +42,471 | New |
| Optimist Retirement Group LLC | 42,308 | $1.84M | 0.84% | +543+1.3% | Added |
| FIL Ltd | 41,564 | $1.81M | 0.00% | +28,998+230.8% | Added |
| Toroso Investments, LLC | 41,485 | $1.81M | 0.01% | +29,339+241.6% | Added |
| Burney Co | 41,344 | $1.80M | 0.06% | −2,552−5.8% | Reduced |
| Virginia Retirement Systems Et Al | 41,200 | $1.80M | 0.01% | +7,800+23.4% | Added |
| Mercer Global Advisors Inc | 40,765 | $1.78M | 0.00% | +133+0.3% | Added |
| WBI Investments | 39,809 | $1.73M | 0.45% | +27,687+228.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,678 | $1.73M | 0.00% | −1,923−4.6% | Reduced |
| Bridgefront Capital, LLC | 39,496 | $1.72M | 0.43% | +39,496 | New |
| Wealth Enhancement Advisory Services, LLC | 39,578 | $1.72M | 0.00% | +1,089+2.8% | Added |
| Cunning Capital Partners, LP | 37,360 | $1.63M | 0.75% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 37,150 | $1.62M | 0.00% | −5,883−13.7% | Reduced |
| Aurora Investment Counsel | 36,798 | $1.60M | 0.84% | −1,823−4.7% | Reduced |
| Engineers Gate Manager LP | 36,693 | $1.60M | 0.02% | −279,799−88.4% | Reduced |
| M&T Bank Corp | 36,663 | $1.60M | 0.01% | +2,058+5.9% | Added |
| Yousif Capital Management, LLC | 39,210 | $1.58M | 0.02% | −3,000−7.1% | Reduced |
| Tudor Investment Corp Et Al | 36,096 | $1.57M | 0.01% | +36,096 | New |
| Arizona State Retirement System | 35,655 | $1.55M | 0.01% | −3,961−10.0% | Reduced |
| Louisiana State Employees Retirement System | 35,000 | $1.53M | 0.03% | −2,300−6.2% | Reduced |
| Vident Advisory, LLC | 34,597 | $1.51M | 0.01% | +2,081+6.4% | Added |
| Tealwood Asset Management Inc | 34,558 | $1.51M | 0.68% | −10,418−23.2% | Reduced |
| Russell Investments Group, Ltd. | 34,396 | $1.50M | 0.00% | −6,119−15.1% | Reduced |
| CIBC World Markets Corp | 34,270 | $1.49M | 0.01% | +34,270 | New |
| Kestra Advisory Services, LLC | 31,663 | $1.38M | 0.01% | +3,249+11.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,637 | $1.38M | 0.01% | −2,723−7.9% | Reduced |
| Jump Financial, LLC | 31,341 | $1.37M | 0.02% | +31,341 | New |
| Linden Thomas Advisory Services, LLC | 30,937 | $1.35M | 0.14% | −70−0.2% | Reduced |
| Human Investing LLC | 30,380 | $1.32M | 0.19% | −4,881−13.8% | Reduced |
| Ritholtz Wealth Management | 30,312 | $1.32M | 0.02% | −816−2.6% | Reduced |
| Cetera Investment Advisers | 30,156 | $1.31M | 0.00% | −5,351−15.1% | Reduced |
| Chase Investment Counsel Corp | 30,000 | $1.31M | 0.37% | +6,000+25.0% | Added |
| State of Michigan Retirement System | 29,868 | $1.30M | 0.01% | −2,000−6.3% | Reduced |
| Castlekeep Investment Advisors LLC | 29,665 | $1.29M | 0.59% | 00.0% | Unchanged |
| Vestcor Inc | 29,494 | $1.28M | 0.04% | +6,300+27.2% | Added |
| Kennondale Capital Management LLC | 29,286 | $1.28M | 0.94% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 28,468 | $1.24M | 0.00% | −2,290−7.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 28,286 | $1.23M | 0.01% | −1,555−5.2% | Reduced |
| Susquehanna International Group, LLP | 28,084 | $1.22M | 0.00% | +13,831+97.0% | Added |
| Schroder Investment Management Group | 27,946 | $1.22M | 0.00% | −57,738−67.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 27,816 | $1.21M | 0.04% | −6,797−19.6% | Reduced |
| New Mexico Educational Retirement Board | 27,800 | $1.21M | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 27,418 | $1.19M | 0.02% | +113+0.4% | Added |
| Freestone Grove Partners LP | 25,235 | $1.10M | 0.01% | +2,247+9.8% | Added |
| Oregon Public Employees Retirement Fund | 25,224 | $1.10M | 0.01% | −1,700−6.3% | Reduced |
| Sequoia Financial Advisors, LLC | 24,795 | $1.08M | 0.01% | +3,987+19.2% | Added |
| Colony Group, LLC | 22,208 | $1.07M | 0.00% | +3,905+21.3% | Added |
| Sovereign's Capital Management, LLC | 23,316 | $1.02M | 0.62% | −2,747−10.5% | Reduced |