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Disclosery

HRB BLOCK H & R INC

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Stock (common), issuer CIK 12659

530 managers (543 13F filers) reported a position in HRB shares at 2026-06-30, 127,923,041 shares in all. 122 filers opened a position and 67 filers sold out during the quarter.

Managers
530
13F filers
543
New
122
Added
195
Reduced
142
Sold out
67
Shares held by filers
127,923,041

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRELUDE CAPITAL MANAGEMENT, LLC33,076$1.26M0.09%new13F-HRTimeline
Linden Thomas Advisory Services, LLC31,121$1.19M0.1%-3613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd30,865$1.18M0.01%new13F-HRTimelineGroup
Dynamic Technology Lab Private Ltd30,839$1.17M0.26%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC30,661$1.17M0.01%-59,15513F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…30,347$1.16M0.01%-1,41313F-HRTimeline
Quinn Opportunity Partners LLC30,000$1.14M0.05%+20,00013F-HRTimeline
Amundiin group Amundi29,744$1.13M<0.01%-199,46313F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM29,668$1.13M0.01%-80013F-HRTimeline
Havemeyer Place LP29,443$1.12M0.11%new13F-HRTimeline
AE Wealth Management LLC29,039$1.11M0.01%+16,06513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,149$1.07M<0.01%-41113F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD27,800$1.06M0.03%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO27,577$1.05M0.02%-22813F-HRTimeline
Bleakley Financial Group, LLC27,427$1.04M0.01%new13F-HRTimeline
Eschler Asset Management LLPin group Eschler Asset Management LLP27,000$1.03M1.84%new13F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND26,224$999K0.01%+20013F-HRTimeline
Huber Capital Management LLC26,100$994K0.15%+2,57613F-HRTimeline
Human Investing LLC25,831$984K0.13%-61213F-HR/ATimeline
Sequoia Financial Advisors, LLC25,097$956K<0.01%-3,09913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/25,048$954K<0.01%+1,73813F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC24,921$949K<0.01%-783,84113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.24,668$939K0.03%-6,86013F-HRTimeline
denkapparat Operations GmbH24,170$920K0.3%+14,37613F-HRTimeline
SG Americas Securities, LLC23,847$908K<0.01%-140,12613F-HRTimeline
HB Wealth Management, LLC23,475$894K0.01%+7,70813F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…23,352$889K0.02%013F-HRTimelineGroup
Argyle Capital Management, LLC23,233$885K0.25%013F-HRTimeline
BRIGHTON JONES LLC22,367$852K0.02%new13F-HRTimeline
LGT Group Foundationin group LGT Group Foundation22,257$848K0.01%-17,83613F-HRTimelineGroup
MIRABELLA FINANCIAL SERVICES LLP22,021$839K0.08%+98513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT22,013$838K0.01%+1,80113F-HR/ATimeline
Cambridge Investment Research Advisors,…21,540$820K<0.01%+4,59013F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,426$816K<0.01%+1,44313F-HRTimelineGroup
Sovereign's Capital Management, LLC21,239$809K0.54%-46913F-HRTimeline
Chicago Partners Investment Group LLC20,171$806K0.02%+11,49513F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP20,541$782K0.05%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,902$758K<0.01%+5,36213F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…19,881$757K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC19,433$740K<0.01%+5,24213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd19,394$739K0.01%new13F-HRTimelineGroup
Chesley Taft & Associates LLC19,382$738K0.03%-55013F-HRTimeline
GROUP ONE TRADING LLC18,954$722K0.02%+5,17213F-HRTimeline
Farther Finance Advisors, LLC18,906$720K0.01%+1,78013F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…18,757$714K0.02%-21,17713F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd18,500$704K0.02%-25,50013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,451$703K<0.01%-74613F-HRTimelineGroup
Integrated Wealth Concepts LLC18,389$700K<0.01%+8,38613F-HR/ATimeline
Arax Advisory Partners18,184$692K<0.01%+17,72413F-HRTimeline
QUADRANT CAPITAL GROUP LLC18,013$686K0.02%+15,19713F-HRTimeline
MSH Capital Advisors LLC17,578$669K0.12%013F-HRTimeline
NewEdge Wealth, LLC17,388$662K0.01%+3,54513F-HRTimeline
Crossmark Global Holdings, Inc.17,245$657K0.01%+5,80013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,955$654K<0.01%new13F-HRTimelineGroup
XPONANCE LLC16,994$647K<0.01%-82013F-HRTimeline
ROCKLAND TRUST CO16,866$642K0.03%013F-HRTimeline
Bull Harbor Capital LLC16,740$637K0.12%new13F-HRTimeline
MAI Capital Management16,673$637K<0.01%+13,87913F-HRTimeline
Wealthfront Advisers LLC16,720$637K<0.01%-32513F-HRTimeline
Claret Asset Management Corp16,410$625K0.07%+1,72013F-HRTimeline
Archer Investment Corp16,300$621K0.12%013F-HR/ATimeline
CHOREO, LLC16,060$619K0.01%+1,14913F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV16,067$612K0.32%new13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…15,911$606K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,036$605K<0.01%+1,81013F-HRTimelineGroup
Ifrah Financial Services, Inc.15,700$598K0.15%-10013F-HRTimeline
Curi Capital, LLC15,342$584K0.01%+3,58513F-HRTimeline
Legacy Bridge, LLC15,265$581K0.18%013F-HRTimeline
RBF Capital, LLC15,000$571K0.02%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,314$545K0.02%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.14,305$545K0.01%+8,30913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,290$544K<0.01%013F-HRTimeline
Pallas Capital Advisors LLC14,225$542K0.02%new13F-HRTimeline
Allworth Financial LP14,168$540K<0.01%+7,41013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…13,842$527K<0.01%+1,90813F-HRTimelineGroup
New Age Alpha Advisors, LLC13,825$526K0.02%-30613F-HRTimeline
Abacus Wealth Partners, LLC13,220$503K0.05%+44613F-HRTimeline
D.A. DAVIDSON & CO.12,533$477K<0.01%new13F-HRTimeline
Affinity Capital Advisors, LLC12,094$474K0.06%+4,66613F-HRTimeline
Blackstone Inc.in group Blackstone Inc.12,124$462K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
AVIVA PLCin group AVIVA PLC11,893$453K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC11,731$447K0.02%new13F-HRTimeline
&PARTNERS11,703$446K<0.01%-5413F-HRTimeline
Krilogy Financial LLC11,663$444K0.01%new13F-HRTimeline
OMERS ADMINISTRATION Corp11,600$442K<0.01%new13F-HRTimeline
Financiere des Professionnels - Fonds d…11,523$439K0.02%new13F-HRTimeline
NorthCrest Asset Manangement, LLC11,317$438K0.01%new13F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.11,239$428K0.04%new13F-HRTimelineGroup
Frank, Rimerman Advisors LLC11,192$426K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC11,031$420K<0.01%+4,04913F-HRTimeline
West Family Investments, Inc.10,929$416K0.12%new13F-HRTimeline
Nykredit A/Sin group Nykredit A/S10,685$407K<0.01%13F-HR/ATimelineGroup
Natixis Investment Managersgroup of 2 filers holding10,472$398K-73,826Timeline
Baker Avenue Asset Management, LP10,354$394K0.01%new13F-HRTimeline
HighTower Advisors, LLC10,350$394K<0.01%-10,61813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC9,343$393K0.01%013F-HRTimeline
Waverly Advisors, LLC10,223$389K<0.01%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA10,114$385K<0.01%-3,25813F-HRTimelineGroup
SYON CAPITAL LLC10,034$382K0.02%new13F-HRTimeline
Arkadios Wealth Advisors9,997$381K0.01%new13F-HRTimeline
CX Institutional9,938$378K0.01%+20513F-HRTimeline
CWC Advisors, LLC.9,798$373K0.17%-49013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.9,794$373K<0.01%-28213F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,586$368K<0.01%new13F-HRTimelineGroup
AVISO WEALTH MANAGEMENT9,639$367K0.13%+8513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,497$362K0.01%+5,36113F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC9,381$357K0.04%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,142$348K<0.01%-15613F-HRTimelineGroup
Taylor Hoffman Capital Management LLC9,027$344K0.08%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,960$344K0.01%+2,53913F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC8,918$343K0.02%new13F-HRTimeline
DIVERSIFIED TRUST CO8,905$339K0.01%new13F-HRTimeline
Bridgewater Associates, LP8,759$334K<0.01%-37,77013F-HRTimeline
HM PAYSON & CO8,750$333K<0.01%-20013F-HRTimeline
FCG Investment Co8,690$331K0.11%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC8,438$321K0.02%new13F-HRTimeline
Inscription Capital, LLC8,432$321K0.03%+1,29913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC8,249$314K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,141$310K0.02%+7613F-HRTimeline
Bayforest Capital Ltd8,109$309K0.29%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding8,070$307K+2,340Timeline
Kera Capital Partners, Inc.8,065$307K0.03%new13F-HRTimeline
Federation des caisses Desjardins du Qu…8,006$305K<0.01%+4,92413F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,963$303K<0.01%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,904$301K<0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,421$297K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC7,531$289K0.01%new13F-HRTimeline
Caerus Investment Advisors, LLC7,443$283K0.1%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,263$277K0.01%-113F-HRTimeline
Blue Trust, Inc.7,213$275K<0.01%+12513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,113$271K<0.01%+59313F-HRTimelineGroup
OneDigital Investment Advisors LLC6,978$266K<0.01%new13F-HRTimeline
PARK NATIONAL CORP /OH/6,800$259K0.01%-19813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP6,800$259K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,789$259K<0.01%-56913F-HRTimelineGroup
Utah Retirement Systems6,719$256K<0.01%013F-HRTimeline
HUB Investment Partners, LLC6,665$254K<0.01%new13F-HRTimeline
Blueshift Asset Management, LLC6,520$248K0.06%-8,69913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC6,506$248K0.01%new13F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS6,509$248K<0.01%013F-HRTimelineGroup
Maryland State Retirement & Pension Sys…6,486$247K<0.01%013F-HRTimeline
MOKAN Wealth Management Inc.6,434$245K0.09%+8313F-HRTimeline
Silver Coast Investments LLC6,428$245K0.07%013F-HRTimeline
Proficio Capital Partners LLC6,422$245K0.01%new13F-HRTimeline
Applied Finance Capital Management, LLC6,350$242K0.02%new13F-HRTimeline
Compound Planning, Inc.6,298$240K0.01%new13F-HRTimeline
Legato Capital Management LLC6,110$233K0.02%new13F-HRTimeline
Integrated Quantitative Investments LLC6,110$233K0.04%new13F-HRTimeline
Waldron Private Wealth LLC6,075$231K0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…5,999$231K0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,978$228K<0.01%new13F-HRTimelineGroup
JMN Financial LLC5,897$227K0.18%new13F-HRTimeline
Rothschild Wealth LLC5,945$226K0.02%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,890$224K<0.01%-2,04913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.5,879$224K<0.01%-3,32913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,828$222K<0.01%new13F-HRTimeline
Wedmont Private Capital5,538$219K0.01%new13F-HRTimeline
Arnhold LLC5,600$213K0.01%new13F-HRTimeline
Bridgefront Capital, LLC5,591$213K0.06%-5,51713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,564$212K<0.01%new13F-HRTimelineGroup
Optas, LLC5,558$212K0.03%new13F-HRTimeline
Parcion Private Wealth LLC5,544$211K0.01%new13F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV5,542$211K0.17%new13F-HRTimeline
UMB Bank, n.a.5,537$211K<0.01%+59413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crestwood Advisors Group, LLC5,501$209K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp5,401$206K0.02%new13F-HRTimeline
Cypress Point Wealth Management, LLC5,378$205K0.04%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,358$204K0.01%+1,99613F-HRTimelineGroup
CSS LLC/IL5,179$197K0.01%-7,98013F-HRTimeline
SIGNATUREFD, LLC5,063$193K<0.01%+1,91213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,919$187K<0.01%+69213F-HRTimelineGroup
Smartleaf Asset Management LLC4,456$170K0.01%013F-HRTimeline
Covestor Ltd4,449$170K0.1%+2,20313F-HRTimeline
STRS OHIO4,459$170K<0.01%+1,46313F-HRTimeline
State of Wyoming4,378$167K0.02%-6,58013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,053$154K0.1%-10613F-HRTimeline
KBC Group NVin group KBC Group NV3,929$150K<0.01%013F-HRTimelineGroup
Essential Partners LLC3,852$147K0.07%+2,60313F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…3,763$143K0.08%013F-HRTimelineGroup
Larson Financial Group LLC3,472$132K<0.01%+1,69913F-HRTimeline
Sterling Capital Management LLC3,344$127K<0.01%-30213F-HRTimeline
Parallel Advisors, LLC3,339$127K<0.01%+15213F-HRTimeline
SBI Securities Co., Ltd.3,278$125K<0.01%+2,00013F-HRTimeline
Global Retirement Partners, LLC2,929$112K<0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,566$97.7K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,400$91.4K0.03%013F-HRTimeline
GAMMA Investing LLC2,315$88.2K<0.01%+1,13913F-HRTimeline
Center for Financial Planning, Inc.2,303$87.7K0.01%013F-HRTimeline
Eurizon Capital SGR S.p.A.2,084$79.7K<0.01%-96213F-HRTimeline
Versant Capital Management, Inc2,083$79.3K0.01%-43813F-HRTimeline
Independence Bank of Kentucky2,000$76.2K0.01%013F-HRTimeline
True Wealth Design, LLC1,959$74.6K0.02%+1,29413F-HRTimeline
BARD ASSOCIATES INC1,898$73K0.02%+7613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,874$71.4K<0.01%-15813F-HRTimelineGroup
Measured Wealth Private Client Group, L…1,744$66.4K0.02%-1,57213F-HRTimeline
Institute for Wealth Management, LLC.1,697$64.6K0.01%new13F-HRTimeline
Plato Investment Management Ltd1,614$61.1K<0.01%new13F-HRTimeline
Quarry LP1,598$60.9K0.01%new13F-HRTimeline
Bogart Wealth, LLC1,395$53.1K<0.01%+8413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,241$47.2K<0.01%-23413F-HRTimelineGroup