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 |
|---|---|---|---|---|---|
| Argyle Capital Management Inc. | 23,233 | $1.01M | 0.34% | 00.0% | Unchanged |
| LGT Group Foundation | 23,236 | $1.01M | 0.01% | −8,150−26.0% | Reduced |
| Ameritas Investment Partners, Inc. | 23,170 | $1.01M | 0.03% | −1,926−7.7% | Reduced |
| Huber Capital Management LLC | 23,100 | $1.01M | 0.15% | −100−0.4% | Reduced |
| Pathstone Holdings, LLC | 22,891 | $1.00M | 0.00% | −11,490−33.4% | Reduced |
| Bank of Montreal | 22,712 | $989.8K | 0.00% | −32,513−58.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,496 | $980.4K | 0.00% | +309+1.4% | Added |
| Teacher Retirement System of Texas | 22,474 | $979.4K | 0.00% | −14,724−39.6% | Reduced |
| Summit Trail Advisors, LLC | 21,481 | $939.0K | 0.02% | −1,449−6.3% | Reduced |
| Versor Investments LP | 20,100 | $876.0K | 0.14% | +3,464+20.8% | Added |
| Advisor Group Holdings, Inc. | 19,894 | $867.3K | 0.00% | +557+2.9% | Added |
| Nomura Asset Management International Inc. | 19,900 | $867.0K | 0.00% | +19,900 | New |
| Picton Mahoney Asset Management | 19,287 | $840.5K | 0.01% | +372+2.0% | Added |
| Pictet Asset Management Holding SA | 18,707 | $815.3K | 0.00% | −1,025−5.2% | Reduced |
| Baird Financial Group, Inc. | 18,589 | $810.1K | 0.00% | +1,350+7.8% | Added |
| Gallacher Capital Management LLC | 18,435 | $803.4K | 0.31% | −9,990−35.1% | Reduced |
| GenTrust, LLC | 18,222 | $802.0K | 0.03% | +810+4.7% | Added |
| Kessler Investment Group, LLC | 18,329 | $798.8K | 0.34% | −50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 18,077 | $787.8K | 0.00% | −413−2.2% | Reduced |
| MSH Capital Advisors LLC | 17,680 | $770.5K | 0.16% | −54−0.3% | Reduced |
| Ethic Inc. | 17,561 | $765.3K | 0.01% | −2,158−10.9% | Reduced |
| Advisory Research Inc | 17,526 | $763.8K | 0.10% | +689+4.1% | Added |
| Wealthfront Advisers LLC | 17,342 | $755.8K | 0.00% | −453−2.5% | Reduced |
| Exchange Traded Concepts, LLC | 17,193 | $749.3K | 0.01% | +1,404+8.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,183 | $749.0K | 0.00% | +1,271+8.0% | Added |
| Truist Financial Corp | 16,987 | $740.3K | 0.00% | −64,579−79.2% | Reduced |
| Rockland Trust Co | 16,866 | $735.0K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 16,692 | $727.0K | 0.04% | −86,886−83.9% | Reduced |
| Ifrah Financial Services, Inc. | 16,131 | $703.0K | 0.18% | −301−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 15,983 | $696.5K | 0.01% | +1,411+9.7% | Added |
| HighTower Advisors, LLC | 15,576 | $678.8K | 0.00% | −3,496−18.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 14,062 | $668.4K | 0.05% | +14,062 | New |
| Legacy Bridge, LLC | 15,265 | $665.2K | 0.27% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 15,261 | $665.1K | 0.00% | +15,261 | New |
| Range Financial Group LLC | 15,053 | $656.0K | 0.23% | +688+4.8% | Added |
| RBF Capital, LLC | 15,000 | $653.7K | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 14,953 | $651.6K | 0.00% | +1,647+12.4% | Added |
| Claret Asset Management Corp | 14,690 | $640.0K | 0.07% | −24−0.2% | Reduced |
| Farther Finance Advisors, LLC | 14,521 | $632.8K | 0.01% | +765+5.6% | Added |
| JustInvest LLC | 14,480 | $631.0K | 0.01% | −2,484−14.6% | Reduced |
| New Age Alpha Advisors, LLC | 14,431 | $628.9K | 0.03% | −13,863−49.0% | Reduced |
| MML Investors Services, LLC | 14,381 | $626.7K | 0.00% | −794−5.2% | Reduced |
| AE Wealth Management LLC | 14,297 | $623.0K | 0.00% | +3,310+30.1% | Added |
| Public Employees Retirement Association of Colorado | 14,290 | $623.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 14,281 | $622.4K | 0.00% | −3,122−17.9% | Reduced |
| Merit Financial Group, LLC | 13,582 | $591.9K | 0.00% | +1,244+10.1% | Added |
| Simplex Trading, LLC | 13,203 | $575.4K | 0.02% | +11,095+526.3% | Added |
| Jones Financial Companies LLLP | 13,055 | $568.9K | 0.00% | −1,747−11.8% | Reduced |
| Fieldview Capital Management, LLC | 13,030 | $567.8K | 0.10% | +13,030 | New |
| Oxford Asset Management LLP | 13,027 | $567.7K | 0.20% | +13,027 | New |
| RSM US Wealth Management LLC | 12,957 | $564.3K | 0.01% | −131−1.0% | Reduced |
| South Dakota Investment Council | 12,501 | $545.0K | 0.01% | −1,300−9.4% | Reduced |
| Journey Strategic Wealth LLC | 12,469 | $543.4K | 0.01% | +341+2.8% | Added |
| PEAK6 LLC | 12,454 | $542.7K | 0.01% | +12,452+622,600.0% | Added |
| US Bancorp | 12,139 | $529.0K | 0.00% | −462−3.7% | Reduced |
| Harbour Investments, Inc. | 12,139 | $529.0K | 0.01% | +3,811+45.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,990 | $522.5K | 0.00% | −1,146−8.7% | Reduced |
| RMB Capital Management, LLC | 11,718 | $515.8K | 0.01% | −142−1.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,757 | $512.4K | 0.00% | +1,218+11.6% | Added |
| Ensign Peak Advisors, Inc | 11,583 | $504.8K | 0.00% | −24,099−67.5% | Reduced |
| New York Life Investment Management LLC | 11,461 | $499.5K | 0.00% | −2,001−14.9% | Reduced |
| American Century Companies Inc | 11,226 | $489.2K | 0.00% | −80,395−87.7% | Reduced |
| Mutual Advisors, LLC | 11,078 | $482.8K | 0.01% | +11,078 | New |
| HB Wealth Management, LLC | 11,033 | $480.8K | 0.00% | +5,613+103.6% | Added |
| Quest Partners LLC | 10,985 | $478.7K | 0.03% | +4,895+80.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,874 | $473.9K | 0.00% | 00.0% | Unchanged |
| Ceera Investments, LLC | 10,580 | $461.1K | 0.18% | −9,930−48.4% | Reduced |
| Aviso Wealth Management | 10,561 | $460.3K | 0.19% | 00.0% | Unchanged |
| Convergence Financial, LLC | 10,551 | $459.8K | 0.07% | +60+0.6% | Added |
| Swiss Life Asset Management Ltd | 10,534 | $459.1K | 0.00% | +4,456+73.3% | Added |
| CWC Advisors, LLC. | 10,461 | $455.9K | 0.22% | −213−2.0% | Reduced |
| CSS LLC | 10,460 | $455.8K | 0.03% | +10,460 | New |
| Fifth Third Bancorp | 10,425 | $454.3K | 0.00% | −340−3.2% | Reduced |
| Chesley Taft & Associates LLC | 10,170 | $443.2K | 0.02% | +509+5.3% | Added |
| Federated Hermes, Inc. | 10,166 | $443.0K | 0.00% | −217,631−95.5% | Reduced |
| Mackenzie Financial Corp | 10,139 | $440.7K | 0.00% | −18,313−64.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $440.0K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 10,026 | $437.0K | 0.00% | −5,760−36.5% | Reduced |
| Quent Capital, LLC | 10,013 | $436.3K | 0.03% | +9,472+1,750.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 9,920 | $432.3K | 0.13% | −68−0.7% | Reduced |
| Lavelle Capital LP | 9,855 | $429.5K | 0.27% | +9,855 | New |
| denkapparat Operations GmbH | 9,794 | $426.8K | 0.23% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 9,413 | $410.2K | 0.06% | +9,413 | New |
| Amundi | 9,377 | $408.7K | 0.00% | −90,463−90.6% | Reduced |
| Captrust Financial Advisors | 9,228 | $402.2K | 0.00% | +621+7.2% | Added |
| Securian Asset Management, Inc | 9,213 | $401.5K | 0.02% | −813−8.1% | Reduced |
| Verition Fund Management LLC | 9,144 | $398.5K | 0.00% | −9,419−50.7% | Reduced |
| TCM Advisors, LLC | – | $392.2K | 0.33% | – | – |
| Brown Advisory Inc | 8,756 | $381.6K | 0.00% | −500−5.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,662 | $377.5K | 0.02% | +49+0.6% | Added |
| Boston Family Office LLC | 8,600 | $375.0K | 0.02% | −400−4.4% | Reduced |
| Tradewinds, LLC. | 8,581 | $374.0K | 0.09% | 00.0% | Unchanged |
| Jain Global LLC | 8,580 | $373.9K | 0.00% | −39,627−82.2% | Reduced |
| Unifi Asset Management LP | 8,355 | $364.1K | 0.40% | +8,355 | New |
| Taylor Hoffman Capital Management LLC | 8,322 | $362.7K | 0.11% | +3,350+67.4% | Added |
| Measured Wealth Private Client Group, LLC | 8,250 | $359.5K | 0.10% | −18,285−68.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,885 | $343.6K | 0.02% | −1,225−13.4% | Reduced |
| Martingale Asset Management L P | 7,658 | $333.7K | 0.01% | −16,988−68.9% | Reduced |
| TD Private Client Wealth LLC | 7,619 | $332.0K | 0.01% | +4,828+173.0% | Added |
| Tower Research Capital LLC (TRC) | 7,550 | $329.0K | 0.01% | +1,584+26.6% | Added |