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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 7,548 | $328.9K | 0.01% | +3,062+68.3% | Added |
| Park National Corp | 7,358 | $320.7K | 0.01% | −30.0% | Reduced |
| Armistice Capital, LLC | 7,245 | $315.7K | 0.01% | −7,261−50.1% | Reduced |
| Ronald Blue Trust, Inc. | 6,856 | $298.8K | 0.00% | −1,590−18.8% | Reduced |
| Utah Retirement Systems | 6,719 | $292.8K | 0.00% | −290−4.1% | Reduced |
| AlphaGrep UK Ltd | 6,618 | $288.4K | 0.10% | +6,618 | New |
| Skopos Labs, Inc. | 6,599 | $288.0K | 0.01% | +6,599 | New |
| Maryland State Retirement & Pension System | 6,486 | $282.7K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,467 | $282.0K | 0.02% | −1,802−21.8% | Reduced |
| Silver Coast Investments LLC | 6,428 | $280.1K | 0.10% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,382 | $278.1K | 0.00% | −467−6.8% | Reduced |
| IHT Wealth Management, LLC | 6,324 | $275.6K | 0.01% | −171−2.6% | Reduced |
| MOKAN Wealth Management Inc. | 6,291 | $274.2K | 0.12% | +51+0.8% | Added |
| ISAM Funds (UK) Ltd | 6,139 | $267.5K | 0.10% | −13,199−68.3% | Reduced |
| Waldron Private Wealth LLC | 6,075 | $267.3K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,640 | $265.9K | 0.01% | +2,548+62.3% | Added |
| Focus Financial Network, Inc. | 6,000 | $264.3K | 0.01% | −633−9.5% | Reduced |
| Quadrant Capital Group LLC | 5,966 | $260.0K | 0.01% | −5−0.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,900 | $259.6K | 0.01% | +81+1.4% | Added |
| Twinbeech Capital LP | 5,895 | $256.9K | 0.02% | +5,895 | New |
| Meeder Advisory Services, Inc. | 5,887 | $256.6K | 0.01% | +5,887 | New |
| Allworth Financial LP | 5,779 | $251.9K | 0.00% | −46−0.8% | Reduced |
| D.A. Davidson & Co. | 5,731 | $249.8K | 0.00% | +1,213+26.8% | Added |
| DGS Capital Management, LLC | 5,710 | $248.8K | 0.04% | −66−1.1% | Reduced |
| Arnhold LLC | 5,600 | $244.0K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,365 | $233.8K | 0.00% | −738−12.1% | Reduced |
| Banque Cantonale Vaudoise | 5,324 | $232.0K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 5,317 | $231.7K | 0.00% | +5,317 | New |
| Guggenheim Capital LLC | 5,314 | $231.6K | 0.00% | −8,734−62.2% | Reduced |
| Jupiter Asset Management Ltd | 5,237 | $228.2K | 0.00% | +5,237 | New |
| Savant Capital, LLC | 5,120 | $223.1K | 0.00% | +5,120 | New |
| Brinker Capital Investments, LLC | 5,093 | $221.9K | 0.00% | −2,010−28.3% | Reduced |
| MQS Management LLC | 5,078 | $221.3K | 0.13% | +5,078 | New |
| ProShare Advisors LLC | 5,070 | $221.0K | 0.00% | −624−11.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,052 | $220.2K | 0.00% | +46+0.9% | Added |
| Abel Hall, LLC | 5,046 | $219.9K | 0.05% | +5,046 | New |
| Everett Harris & Co | 5,000 | $217.9K | 0.00% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 5,000 | $217.9K | 0.05% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,000 | $217.9K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,955 | $215.9K | 0.01% | −10.0% | Reduced |
| Essential Partners LLC | 4,871 | $212.3K | 0.07% | +521+12.0% | Added |
| Gateway Investment Advisers LLC | 4,826 | $210.3K | 0.00% | +826+20.7% | Added |
| Guyasuta Investment Advisors Inc | 4,800 | $209.2K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,784 | $207.8K | 0.01% | −5,624−54.0% | Reduced |
| Affinity Capital Advisors, LLC | 4,700 | $204.8K | 0.03% | 00.0% | Unchanged |
| North Dakota State Investment Board | 4,654 | $202.8K | 0.01% | +4,654 | New |
| Keybank National Association | 4,645 | $202.4K | 0.00% | +4,645 | New |
| Catalyst Funds Management Pty Ltd | 4,600 | $200.5K | 0.05% | +4,600 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,375 | $190.6K | 0.00% | +582+15.3% | Added |
| Brown Brothers Harriman & Co | 4,180 | $182.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,110 | $179.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 3,959 | $172.5K | 0.00% | −261−6.2% | Reduced |
| KBC Group NV | 3,929 | $171.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 3,809 | $166.0K | 0.11% | −177−4.4% | Reduced |
| New Vernon Capital Holdings II LLC | 3,763 | $164.0K | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,708 | $161.6K | 0.00% | −127−3.3% | Reduced |
| Motiv8 Investments LLC | 3,620 | $158.0K | 0.09% | +3,620 | New |
| SageView Advisory Group, LLC | 3,591 | $156.5K | 0.01% | −622−14.8% | Reduced |
| Global Retirement Partners, LLC | 3,577 | $155.9K | 0.00% | +1,905+113.9% | Added |
| Rockefeller Capital Management L.P. | 3,569 | $155.6K | 0.00% | −1,479−29.3% | Reduced |
| Hantz Financial Services, Inc. | 3,296 | $144.0K | 0.00% | +1,949+144.7% | Added |
| STRS Ohio | 3,034 | $132.2K | 0.00% | −137−4.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,735 | $119.0K | 0.00% | +2,735 | New |
| GAMMA Investing LLC | 2,622 | $114.3K | 0.01% | +760+40.8% | Added |
| EMC Capital Management | 2,479 | $108.0K | 0.05% | −438−15.0% | Reduced |
| Medallion Wealth Advisors, LLC | 2,400 | $104.6K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,361 | $102.9K | 0.00% | +965+69.1% | Added |
| Center for Financial Planning, Inc. | 2,303 | $100.4K | 0.01% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 2,283 | $99.5K | 0.09% | +2,283 | New |
| Covestor Ltd | 2,069 | $91.0K | 0.05% | +670+47.9% | Added |
| Independence Bank of Kentucky | 2,000 | $87.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,984 | $86.5K | 0.01% | +1+0.1% | Added |
| Horizon Investments, LLC | 1,856 | $80.9K | 0.00% | −9,382−83.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,802 | $79.0K | 0.00% | +445+32.8% | Added |
| Parallel Advisors, LLC | 1,802 | $78.5K | 0.00% | +383+27.0% | Added |
| SRS Capital Advisors, Inc. | 1,742 | $75.9K | 0.00% | −7,874−81.9% | Reduced |
| Aquatic Capital Management LLC | 1,666 | $72.6K | 0.00% | −5,049−75.2% | Reduced |
| Rothschild Investment LLC | 1,645 | $71.7K | 0.00% | +512+45.2% | Added |
| Walleye Capital LLC | 1,637 | $71.3K | 0.00% | +777+90.3% | Added |
| Huntington National Bank | 1,627 | $70.9K | 0.00% | +56+3.6% | Added |
| IFP Advisors, Inc | 1,477 | $64.4K | 0.00% | −4,097−73.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,440 | $62.7K | 0.00% | −60−4.0% | Reduced |
| National Bank of Canada | 1,433 | $62.4K | 0.00% | −57−3.8% | Reduced |
| Smartleaf Asset Management LLC | 1,264 | $55.0K | 0.00% | −74−5.5% | Reduced |
| Carolina Wealth Advisors, LLC | 1,151 | $50.2K | 0.02% | +15+1.3% | Added |
| HM Payson & Co | 1,150 | $50.1K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,135 | $49.5K | 0.03% | −150−11.7% | Reduced |
| Private Trust Co NA | 1,123 | $48.9K | 0.00% | −40−3.4% | Reduced |
| Corsicana & Co. | 1,050 | $45.8K | 0.03% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 922 | $40.2K | 0.00% | +51+5.9% | Added |
| Danske Bank A/S | 900 | $39.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 866 | $37.7K | 0.00% | −20−2.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 849 | $37.0K | 0.00% | −86−9.2% | Reduced |
| Signaturefd, LLC | 843 | $36.7K | 0.00% | +380+82.1% | Added |
| Spire Wealth Management | 836 | $36.4K | 0.00% | +317+61.1% | Added |
| Nomura Asset Management Co Ltd | 830 | $36.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 800 | $34.9K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 800 | $34.9K | 0.00% | +800 | New |
| Valley National Advisers Inc | 800 | $34.0K | 0.00% | +800 | New |