Skip to content
Disclosery

HRB BLOCK H & R INC

Follow

Stock (common), issuer CIK 12659

535 managers (549 13F filers) reported a position in HRB shares at 2024-12-31, 126,293,747 shares in all. 60 filers opened a position and 67 filers sold out during the quarter.

Managers
535
13F filers
549
New
60
Added
212
Reduced
168
Sold out
67
Shares held by filers
126,293,747

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WOLVERINE TRADING, LLC26,671$1.39M0.03%+13,76013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,651$1.36M0.01%+80313F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A24,915$1.32M<0.01%+16,30913F-HRTimelineGroup
LGT Group Foundationin group LGT Group Foundation24,608$1.3M0.02%-25113F-HRTimelineGroup
Sterling Capital Management LLC24,572$1.3M0.02%+1,46013F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…24,457$1.29M0.02%+10,48813F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth23,705$1.25M<0.01%+16,63813F-HR/ATimelineGroup
Argyle Capital Management, LLC23,233$1.23M0.48%+1,28313F-HRTimeline
Huber Capital Management LLC23,200$1.23M0.24%+3,00013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC22,981$1.21M<0.01%+17,13413F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.22,906$1.21M0.01%-5413F-HRTimeline
Measured Wealth Private Client Group, L…22,391$1.18M0.38%+58113F-HRTimeline
Convergence Investment Partners, LLC22,136$1.17M0.26%-24613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,338$1.13M<0.01%-4,30313F-HR/ATimeline
CEERA INVESTMENTS, LLC21,230$1.12M0.39%-8413F-HRTimeline
CWM, LLCin group CWM, LLC21,128$1.12M<0.01%-8,13213F-HRTimelineGroup
HUSSMAN STRATEGIC ADVISORS, INC.21,000$1.11M0.33%013F-HRTimeline
CHASE INVESTMENT COUNSEL CORP21,000$1.11M0.36%013F-HRTimeline
CHOREO, LLC20,527$1.08M0.02%+89213F-HRTimeline
FORA Capital, LLC20,327$1.07M0.12%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,196$1.07M<0.01%+2,08813F-HRTimelineGroup
BW Gestao de Investimentos Ltda.20,100$1.06M0.05%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC20,094$1.06M0.02%+14,81913F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (IRELAND) Ltd20,026$1.06M0.12%-72913F-HRTimeline
XPONANCE LLC19,655$1.04M0.01%+78413F-HRTimeline
Atria Wealth Solutions, Inc.19,241$1.02M0.01%+6,54413F-HRTimeline
Wealthfront Advisers LLC19,284$1.02M<0.01%-35013F-HR/ATimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding19,274$1.02M+18,184Timeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…19,188$1.01M<0.01%+99913F-HRTimelineGroup
HighTower Advisors, LLC19,184$1.01M<0.01%+1,20213F-HRTimeline
Kessler Investment Group, LLC18,327$968K0.46%-70813F-HRTimeline
Invst, LLC18,187$961K0.12%+27413F-HRTimeline
NJ State Employees Deferred Compensatio…18,000$951K0.12%013F-HRTimeline
Ifrah Financial Services, Inc.17,728$937K0.26%-57813F-HRTimeline
SHERBROOKE PARK ADVISERS LLC17,656$933K0.3%new13F-HRTimeline
MSH Capital Advisors LLC17,537$927K0.29%+813F-HRTimeline
Carlson Capital Management17,400$919K0.04%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,099$904K<0.01%+1,49013F-HRTimelineGroup
Blueshift Asset Management, LLC17,081$903K0.33%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,998$898K0.01%+1,14113F-HRTimelineGroup
CWA Asset Management Group, LLC16,887$892K0.04%+5,38013F-HRTimeline
ROCKLAND TRUST CO16,866$891K0.05%013F-HRTimeline
MML INVESTORS SERVICES, LLC16,863$891K<0.01%+1,30813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,981$844K0.06%+3913F-HRTimelineGroup
Sovereign's Capital Management, LLC15,926$842K0.54%13F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP15,659$827K0.15%new13F-HRTimeline
Centiva Capital, LP15,581$823K0.03%-17,71813F-HRTimeline
GROUP ONE TRADING LLC15,548$822K0.03%+4,67013F-HR/ATimeline
Legacy Bridge, LLC15,277$807K0.42%013F-HRTimeline
Cambridge Investment Research Advisors,…15,228$805K<0.01%-4,25613F-HRTimeline
ADVISORY RESEARCH INC15,075$797K0.13%+8313F-HRTimeline
RBF Capital, LLC15,000$793K0.04%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding14,950$790K-596Timeline
IMC-Chicago, LLC14,828$784K0.02%+3,23913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,802$782K<0.01%-43913F-HRTimeline
CCM INVESTMENT GROUP, LLC14,930$778K0.08%13F-HRTimeline
Range Financial Group LLC14,645$774K0.36%+10,23913F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…14,639$774K0.01%-1,27813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC14,502$766K0.02%-22,25013F-HRTimeline
Bayesian Capital Management, LP14,427$762K0.09%-6,90013F-HRTimeline
Waldron Private Wealth LLC13,902$740K0.03%+6,93613F-HRTimeline
Ethic Inc.13,996$740K0.01%+2,93213F-HRTimeline
FIL Ltdin group FIL Ltd13,668$722K<0.01%+5,58413F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…13,669$722K<0.01%-13,57213F-HRTimelineGroup
IEQ CAPITAL, LLC13,348$705K0.01%+4,40113F-HRTimeline
INCEPTIONR LLC13,169$696K0.16%+2,54213F-HRTimeline
Farther Finance Advisors, LLC13,155$695K0.03%-46213F-HRTimeline
&PARTNERS12,794$689K0.01%+6,79713F-HRTimeline
BOKF, NAin group BOKF, NA12,831$688K0.01%+12,24813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC12,824$678K0.01%+1,96913F-HRTimeline
Elo Mutual Pension Insurance Co12,813$677K0.01%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC12,611$666K0.01%-6,88413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\12,358$653K<0.01%+23313F-HRTimelineGroup
HANCOCK WHITNEY CORP11,944$631K0.02%-3,71813F-HRTimeline
AVISO WEALTH MANAGEMENT11,917$630K0.32%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,752$621K0.01%+8,65913F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC11,751$621K<0.01%-613F-HRTimelineGroup
Curi Capital, LLC11,632$615K0.01%013F-HRTimeline
Nebula Research & Development LLC11,579$612K0.07%-10,37713F-HRTimeline
AlphaQuest LLC11,387$602K0.08%-95413F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…11,314$598K0.41%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC11,216$593K<0.01%-2,70713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC11,172$590K<0.01%-10,51413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC11,142$589K<0.01%+3,20713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,023$582K<0.01%+42313F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC10,822$572K<0.01%-69,23313F-HRTimelineGroup
D.A. DAVIDSON & CO.10,666$564K<0.01%-6813F-HRTimeline
DIVERSIFIED TRUST CO10,571$559K0.01%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,552$558K0.01%+39213F-HRTimeline
AVIVA PLCin group AVIVA PLC10,486$554K<0.01%new13F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC10,360$547K0.02%-49413F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC10,338$546K0.1%-2,35313F-HRTimeline
CAXTON ASSOCIATES LP10,253$542K0.02%-16,89213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…10,187$538K0.19%+71013F-HRTimeline
Patriot Financial Group Insurance Agenc…10,173$538K0.07%+1,24613F-HRTimeline
Sunbelt Securities, Inc.10,263$535K0.05%-2713F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC10,098$534K0.02%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,000$532K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,046$531K<0.01%-33,22213F-HR/ATimelineGroup
AE Wealth Management LLC10,048$531K<0.01%-19713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC9,920$524K0.04%013F-HRTimeline
Wedmont Private Capital9,607$515K0.03%+10013F-HRTimeline
IFP Advisors, Inc9,670$511K0.02%+11913F-HRTimeline
Cresset Asset Management, LLC9,584$509K<0.01%-16,73713F-HRTimeline
Chesley Taft & Associates LLC9,341$494K0.02%-5913F-HRTimeline
SCOTIA CAPITAL INC.9,262$489K<0.01%new13F-HRTimeline
Teza Capital Management LLC9,208$487K0.07%-33,56613F-HRTimeline
Trivium Point Advisory, LLC9,160$484K0.06%-25613F-HRTimeline
TriaGen Wealth Management LLC8,854$468K0.16%+11713F-HRTimeline
Empirical Finance, LLC8,751$462K0.03%new13F-HRTimeline
Tradewinds, LLC.8,581$449K0.12%013F-HRTimeline
Schonfeld Strategic Advisors LLC8,312$439K<0.01%+41013F-HRTimeline
Advisors Capital Management, LLC8,261$437K0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,227$435K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.8,125$429K<0.01%+52513F-HRTimeline
Vestcor Inc8,004$423K0.01%-11,10713F-HRTimeline
Maryland State Retirement & Pension Sys…7,927$419K0.01%013F-HRTimeline
CWC Advisors, LLC.7,852$415K0.41%-11113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,840$414K<0.01%-1,75313F-HRTimelineGroup
Dorsey Wright & Associates7,803$412K0.1%-1013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,707$407K<0.01%-3,46213F-HRTimeline
AdvisorShares Investments LLC7,600$402K0.08%new13F-HRTimeline
Pallas Capital Advisors LLC7,451$394K0.02%-4,08713F-HRTimeline
SageView Advisory Group, LLC7,443$393K0.02%+9013F-HRTimeline
Utah Retirement Systems7,400$391K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,232$382K0.02%-15313F-HRTimeline
Orion Porfolio Solutions, LLC7,222$382K<0.01%+1,62313F-HRTimeline
Orion Portfolio Solutions, LLC7,222$382K<0.01%+1,62313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,197$380K0.02%+6013F-HRTimeline
MOKAN Wealth Management Inc.7,008$370K0.24%13F-HRTimeline
Lindenwold Advisors, INC6,985$369K0.2%+1,46213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,961$368K0.01%+88513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,909$365K<0.01%+25913F-HRTimeline
Merit Financial Group, LLC6,855$362K0.01%new13F-HRTimeline
Blue Trust, Inc.6,792$359K<0.01%+1,31013F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,756$357K0.02%+57913F-HRTimelineGroup
Focus Financial Network, Inc.6,633$353K0.01%+4013F-HRTimeline
PARK NATIONAL CORP /OH/6,468$342K0.01%+69313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,414$342K0.02%+68513F-HRTimeline
SHELL ASSET MANAGEMENT CO6,456$341K0.01%013F-HRTimeline
ProShare Advisors LLC6,412$339K<0.01%+32713F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC6,335$335K0.01%+75013F-HRTimeline
Csenge Advisory Group6,210$328K0.02%-46013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA6,170$326K<0.01%+26113F-HR/ATimelineGroup
SG Americas Securities, LLC6,032$319K<0.01%-18,51713F-HRTimeline
Tennessee Valley Asset Management Partn…5,878$311K0.05%new13F-HRTimeline
KBC Group NVin group KBC Group NV5,841$309K<0.01%+2,28113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…5,703$303K0.01%+3413F-HRTimeline
IHT Wealth Management, LLC5,738$303K0.01%+15213F-HRTimeline
Kingsview Wealth Management, LLC5,660$299K0.01%-713F-HRTimeline
Affinity Capital Advisors, LLC5,555$298K0.06%013F-HRTimeline
Arnhold LLC5,600$296K0.03%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,549$293K0.01%new13F-HRTimeline
Prosperity Consulting Group, LLC5,536$293K0.02%+4513F-HRTimeline
EMC Capital Management5,512$291K0.16%-3,10113F-HRTimeline
My Legacy Advisors, LLC5,124$284K0.11%+35913F-HRTimeline
Gallacher Capital Management LLC5,330$282K0.14%-5913F-HRTimeline
Kentucky Retirement Systems Insurance T…in group Kentucky Retirement Systems9,677$281K0.05%new13F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT5,268$278K0.01%-30413F-HRTimeline
WASHINGTON TRUST Co5,100$269K0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…5,114$267K<0.01%13F-HRTimelineGroup
Cannell & Spears LLC5,030$266K0.01%-1,86513F-HRTimeline
EVERETT HARRIS & CO /CA/5,000$264K<0.01%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,000$264K0.07%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,000$264K0.02%013F-HRTimeline
Bard Financial Services, Inc.5,000$264K0.03%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,961$262K0.01%+913F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management4,951$262K<0.01%-2,06813F-HRTimelineGroup
Caprock Group, LLC4,856$259K0.01%-1,04613F-HRTimeline
Silver Coast Investments LLC4,876$258K0.1%+30013F-HRTimeline
NDVR, Inc.4,873$257K0.25%+35813F-HRTimeline
PINNACLE ASSOCIATES LTD4,871$257K<0.01%+65013F-HRTimeline
INTRUST BANK NA4,826$255K0.03%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,800$254K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,780$253K<0.01%-1,06313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,758$251K<0.01%new13F-HR/ATimelineGroup
UMB Bank, n.a.4,686$248K<0.01%-1313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COLDSTREAM CAPITAL MANAGEMENT INC4,630$245K0.01%-24813F-HRTimeline
EP Wealth Advisors, LLC4,525$239K<0.01%+28013F-HRTimeline
OneDigital Investment Advisors LLC4,469$236K<0.01%-413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,398$232K0.18%-10613F-HRTimeline
Eagle Bay Advisors LLC4,327$230K0.14%+5113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,355$230K0.03%new13F-HRTimeline
Bleakley Financial Group, LLC4,323$228K0.01%-6913F-HRTimeline
CIBC Asset Management Inc4,263$225K<0.01%+22213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,260$225K0.06%+913F-HRTimelineGroup
Prossimo Advisors, LLC4,237$224K0.16%+68713F-HRTimeline
PFG Investments, LLC4,197$222K0.01%-44613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,180$221K<0.01%013F-HRTimelineGroup
Westshore Wealth, LLC4,174$221K0.09%013F-HRTimeline
Barnett & Company, Inc.4,120$218K0.14%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,110$217K0.02%013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP4,045$214K0.09%new13F-HRTimeline
Thrive Wealth Management, LLC4,040$213K0.04%013F-HRTimeline
Belmont Capital, LLC4,000$211K0.03%013F-HRTimeline
Allworth Financial LP3,968$211K<0.01%+2,32213F-HRTimeline
Advisors Asset Management, Inc.3,952$209K<0.01%+1,24013F-HR/ATimeline
STRATEGY ASSET MANAGERS LLC3,864$204K0.04%013F-HRTimeline
Global Retirement Partners, LLC3,863$204K0.01%+76613F-HRTimeline
Colonial River Investments, LLC3,860$204K0.1%+26813F-HRTimeline