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Disclosery

HRB BLOCK H & R INC

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Stock (common), issuer CIK 12659

552 managers (564 13F filers) reported a position in HRB shares at 2025-03-31, 128,540,960 shares in all. 75 filers opened a position and 61 filers sold out during the quarter.

Managers
552
13F filers
564
New
75
Added
181
Reduced
213
Sold out
61
Shares held by filers
128,540,960

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NEW MEXICO EDUCATIONAL RETIREMENT BOARD27,800$1.53M0.05%-3,30013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,561$1.51M0.01%+1,91013F-HRTimelineGroup
Elo Mutual Pension Insurance Co27,435$1.51M0.03%+14,62213F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND27,224$1.49M0.03%-70013F-HRTimeline
MACKENZIE FINANCIAL CORP26,557$1.46M<0.01%-31,99613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…26,336$1.45M0.05%-1,11413F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.26,156$1.44M0.01%-17,97413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…25,922$1.42M<0.01%+12,25313F-HRTimelineGroup
CSS LLC/IL25,812$1.42M0.1%-1,32613F-HRTimeline
Measured Wealth Private Client Group, L…25,277$1.39M0.45%+2,88613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,963$1.37M<0.01%+14,91713F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A24,915$1.37M0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC24,554$1.35M0.01%new13F-HRTimeline
Bayesian Capital Management, LP24,421$1.34M0.22%+9,99413F-HRTimeline
Entropy Technologies, LP23,991$1.32M0.13%new13F-HRTimeline
Asset Management One Co., Ltd.23,987$1.32M<0.01%new13F-HRTimeline
CHASE INVESTMENT COUNSEL CORP24,000$1.32M0.48%+3,00013F-HRTimeline
Argyle Capital Management, LLC23,233$1.28M0.47%013F-HRTimeline
Huber Capital Management LLC23,200$1.27M0.24%013F-HRTimeline
LECAP ASSET MANAGEMENT LTD23,179$1.27M0.3%+19,38313F-HRTimeline
Campbell & CO Investment Adviser LLC22,913$1.26M0.1%-23,62513F-HRTimeline
CWA Asset Management Group, LLC22,426$1.23M0.06%+5,53913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,985$1.21M0.01%+4,98713F-HRTimelineGroup
Convergence Investment Partners, LLC21,909$1.2M0.33%-22713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.21,869$1.2M0.01%-1,03713F-HRTimeline
Sovereign's Capital Management, LLC21,703$1.19M0.71%+5,77713F-HRTimeline
MML INVESTORS SERVICES, LLC21,144$1.16M<0.01%+4,28113F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.21,000$1.15M0.28%013F-HRTimeline
CEERA INVESTMENTS, LLC20,510$1.13M0.39%-72013F-HRTimeline
Quantbot Technologies LP20,320$1.12M0.04%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC20,139$1.11M0.02%+4513F-HRTimelineGroup
BW Gestao de Investimentos Ltda.20,100$1.1M0.12%013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd20,026$1.1M0.13%013F-HRTimeline
Oak Thistle LLC20,023$1.1M0.22%-10,50413F-HRTimeline
SummitTX Capital, L.P.19,884$1.09M0.05%13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…19,827$1.09M<0.01%+63913F-HRTimelineGroup
FORA Capital, LLC19,568$1.07M0.11%-75913F-HRTimeline
Y-Intercept (Hong Kong) Ltd19,319$1.06M0.07%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth19,180$1.05M<0.01%-4,52513F-HR/ATimelineGroup
XTX Topco Ltdin group XTX Topco Ltd18,916$1.04M0.05%new13F-HRTimelineGroup
Ethic Inc.18,249$1.03M0.02%+4,25313F-HRTimeline
Wealthfront Advisers LLC18,505$1.02M<0.01%-77913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,431$1.01M<0.01%-1,76513F-HRTimelineGroup
XPONANCE LLC18,050$991K0.01%-1,60513F-HRTimeline
NJ State Employees Deferred Compensatio…18,000$988K0.13%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…17,942$985K<0.01%new13F-HRTimelineGroup
MSH Capital Advisors LLC17,767$976K0.3%+23013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.17,499$961K0.02%+12,74113F-HRTimelineGroup
Kessler Investment Group, LLC17,245$947K0.46%-1,08213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,219$945K<0.01%+12013F-HRTimelineGroup
HighTower Advisors, LLC17,041$936K<0.01%-2,14313F-HRTimeline
Farther Finance Advisors, LLC16,543$932K0.02%+3,38813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,901$928K0.04%+92013F-HRTimelineGroup
ROCKLAND TRUST CO16,866$926K0.05%013F-HRTimeline
Quantessence Capital LLC16,700$917K0.23%new13F-HRTimeline
Ifrah Financial Services, Inc.16,682$916K0.26%-1,04613F-HRTimeline
Vestcor Inc16,342$897K0.03%+8,33813F-HRTimeline
Cambridge Investment Research Advisors,…16,328$897K<0.01%+1,10013F-HRTimeline
GSA CAPITAL PARTNERS LLP16,201$890K0.08%new13F-HRTimeline
LANARK FINANCIAL, INC.16,204$889K0.08%+16,18913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,950$876K<0.01%-5,38813F-HRTimeline
Aigen Investment Management, LP15,625$858K0.14%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding15,446$848K+496Timeline
CCM INVESTMENT GROUP, LLC15,614$845K0.09%+68413F-HRTimeline
Legacy Bridge, LLC15,265$838K0.47%-1213F-HRTimeline
ADVISORY RESEARCH INC15,116$830K0.15%+4113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC15,100$829K0.01%+2,48913F-HRTimelineGroup
RBF Capital, LLC15,000$824K0.05%013F-HRTimeline
CWM, LLCin group CWM, LLC14,962$822K<0.01%-6,16613F-HRTimelineGroup
CHOREO, LLC14,758$816K0.01%-5,76913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,802$813K<0.01%013F-HRTimeline
Range Financial Group LLC14,587$801K0.36%-5813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…14,545$799K0.01%-9413F-HRTimelineGroup
SG Americas Securities, LLC14,514$797K<0.01%+8,48213F-HRTimeline
BOKF, NAin group BOKF, NA14,287$784K0.01%+1,45613F-HRTimelineGroup
FIL Ltdin group FIL Ltd13,709$753K<0.01%+4113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,067$714K<0.01%+2,04413F-HR/ATimelineGroup
HANCOCK WHITNEY CORP12,954$711K0.02%+1,01013F-HRTimeline
&PARTNERS12,808$693K0.01%+1413F-HRTimeline
Patriot Financial Group Insurance Agenc…12,500$686K0.09%+2,32713F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC12,337$677K0.13%+1,99913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,282$674K<0.01%-7613F-HRTimelineGroup
INCEPTIONR LLC12,163$668K0.2%-1,00613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,942$656K<0.01%+19113F-HRTimelineGroup
AVISO WEALTH MANAGEMENT11,917$654K0.35%013F-HRTimeline
Kovack Advisors, Inc.11,831$650K0.07%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,757$646K0.02%+6,20813F-HRTimeline
TOWNSQUARE CAPITAL LLC11,554$634K0.01%-1,27013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP11,613$628K0.08%-4,04613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,862$596K0.02%+31013F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,792$593K0.01%-280,59713F-HRTimeline
CWC Advisors, LLC.10,359$569K0.32%+2,50713F-HRTimeline
Qsemble Capital Management, LP10,283$565K0.06%new13F-HRTimeline
Sunbelt Securities, Inc.10,263$564K0.05%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,165$558K0.02%-19513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…10,112$555K0.21%-7513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,072$553K0.01%-1,10013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC10,000$553K0.01%013F-HRTimeline
SCOTIA CAPITAL INC.9,979$548K<0.01%+71713F-HRTimeline
Wedmont Private Capital9,116$539K0.03%-49113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,804$538K<0.01%-1,33813F-HRTimelineGroup
Chesley Taft & Associates LLC9,658$530K0.03%+31713F-HRTimeline
AE Wealth Management LLC9,413$517K<0.01%-63513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC9,220$506K0.04%-70013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…9,266$501K0.02%new13F-HRTimelineGroup
Empirical Finance, LLC8,833$485K0.03%+8213F-HRTimeline
TriaGen Wealth Management LLC8,756$481K0.17%-9813F-HRTimeline
Trivium Point Advisory, LLC8,752$481K0.06%-40813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8,745$480K0.01%+1,78413F-HRTimeline
Dorsey & Whitney Trust CO LLC8,686$477K0.03%+45913F-HRTimeline
Tradewinds, LLC.8,581$471K0.13%013F-HRTimeline
Cresset Asset Management, LLC8,522$471K<0.01%-1,06213F-HRTimeline
CTC Alternative Strategies, Ltd.8,460$465K0.57%new13F-HRTimeline
Catalyst Funds Management Pty Ltd8,280$455K0.12%new13F-HRTimeline
Advisors Capital Management, LLC8,275$454K0.01%+1413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,121$446K<0.01%+1,21213F-HRTimeline
IFP Advisors, Inc8,044$442K0.01%-1,62613F-HRTimeline
Blue Trust, Inc.8,013$440K0.01%+1,22113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC7,679$422K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC7,622$419K0.06%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC7,584$416K0.01%new13F-HR/ATimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,500$412K0.03%+74413F-HRTimelineGroup
CIBC WORLD MARKET INC.7,454$409K<0.01%-67113F-HRTimeline
Utah Retirement Systems7,400$406K<0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…7,503$406K0.01%+2,38913F-HRTimelineGroup
SageView Advisory Group, LLC7,251$398K0.02%-19213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,197$395K0.03%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,163$393K0.02%-6913F-HRTimeline
Sterling Capital Management LLC7,020$385K0.01%-17,55213F-HRTimeline
Counterpoint Mutual Funds LLC6,857$377K0.05%new13F-HRTimeline
Merit Financial Group, LLC6,796$373K0.01%-5913F-HRTimeline
LEUTHOLD GROUP, LLC6,718$369K0.05%-66,95113F-HRTimeline
Focus Financial Network, Inc.6,633$367K0.01%013F-HRTimeline
Csenge Advisory Group5,813$366K0.02%-39713F-HRTimeline
Orion Porfolio Solutions, LLC6,611$363K<0.01%-61113F-HRTimeline
Orion Portfolio Solutions, LLC6,611$363K<0.01%-61113F-HR/ATimeline
PARK NATIONAL CORP /OH/6,601$362K0.01%+13313F-HRTimeline
HARBOUR INVESTMENTS, INC.6,530$359K0.01%+5,01013F-HRTimeline
Laurion Capital Management LP6,498$357K0.03%new13F-HRTimeline
Maryland State Retirement & Pension Sys…6,486$356K0.01%-1,44113F-HRTimeline
Prosperity Consulting Group, LLC6,454$354K0.03%+91813F-HRTimeline
SHELL ASSET MANAGEMENT CO6,203$341K0.02%-25313F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,200$340K0.01%+4,82213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,180$339K0.01%-5,57213F-HRTimelineGroup
MOKAN Wealth Management Inc.6,158$338K0.2%-85013F-HRTimeline
Waldron Private Wealth LLC6,075$336K0.02%-7,82713F-HRTimeline
Silver Coast Investments LLC6,096$335K0.13%+1,22013F-HRTimeline
Arcus Capital Partners, LLC6,055$332K0.13%new13F-HRTimeline
Affinity Capital Advisors, LLC5,500$325K0.06%-5513F-HRTimeline
AlphaQuest LLC5,864$322K0.04%-5,52313F-HRTimeline
Robertson Stephens Wealth Management, L…5,742$317K0.01%+3913F-HRTimeline
IHT Wealth Management, LLC5,773$317K0.01%+3513F-HRTimeline
KBC Group NVin group KBC Group NV5,780$317K<0.01%-6113F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,709$313K<0.01%-46113F-HR/ATimelineGroup
ProShare Advisors LLC5,703$313K<0.01%-70913F-HRTimeline
Kingsview Wealth Management, LLC5,660$311K0.01%013F-HRTimeline
Lindenwold Advisors, INC5,610$308K0.17%-1,37513F-HRTimeline
Arnhold LLC5,600$307K0.03%013F-HRTimeline
EMC Capital Management5,512$303K0.18%013F-HRTimeline
UMB Bank, n.a.5,480$301K<0.01%+79413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DGS Capital Management, LLCin group DGS Capital Management, LLC5,384$296K0.08%+1,12413F-HRTimelineGroup
Centiva Capital, LP5,341$293K0.02%-10,24013F-HRTimeline
My Legacy Advisors, LLC5,236$288K0.11%+11213F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,139$282K0.01%-4,95913F-HRTimeline
Taylor Hoffman Capital Management LLC4,972$280K0.1%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT5,070$278K0.01%-19813F-HRTimeline
EVERETT HARRIS & CO /CA/5,000$275K<0.01%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,000$275K0.07%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,000$275K0.02%013F-HRTimeline
Bard Financial Services, Inc.5,000$275K0.03%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,961$272K0.01%013F-HRTimelineGroup
Gallacher Capital Management LLC4,871$267K0.13%-45913F-HRTimeline
PINNACLE ASSOCIATES LTD4,861$267K<0.01%-1013F-HRTimeline
INTRUST BANK NA4,803$264K0.03%-2313F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,800$264K0.02%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,770$262K0.04%+41513F-HRTimeline
World Investment Advisors4,757$261K0.01%new13F-HRTimeline
NDVR, Inc.4,673$257K0.26%-20013F-HRTimeline
EP Wealth Advisors, LLC4,609$253K<0.01%+8413F-HRTimeline
Geneos Wealth Management Inc.1,847$251K<0.01%+43413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,493$247K0.01%-13713F-HRTimeline
Convergence Financial, LLC4,480$246K0.05%new13F-HRTimeline
Cannell & Spears LLC4,404$242K0.01%-62613F-HRTimeline
Impact Partnership Wealth, LLC4,373$240K0.05%new13F-HRTimeline
CIBC Asset Management Inc4,364$240K<0.01%+10113F-HRTimeline
Jain Global LLC4,315$237K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.4,295$236K<0.01%-6,37113F-HRTimeline
Prossimo Advisors, LLC4,271$235K0.18%+3413F-HRTimeline
Holocene Advisors, LP4,265$234K<0.01%new13F-HRTimeline
PFG Investments, LLC4,219$232K0.01%+2213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,215$231K<0.01%-3,62513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,207$231K0.01%new13F-HRTimeline
HB Wealth Management, LLC4,196$230K<0.01%new13F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC4,189$230K0.01%-2,14613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,180$230K<0.01%013F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd4,175$229K<0.01%new13F-HRTimelineGroup
Teza Capital Management LLC4,143$227K0.1%-5,06513F-HRTimeline
Barnett & Company, Inc.4,120$226K0.19%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,124$226K0.01%13F-HRTimelineGroup
Westshore Wealth, LLC4,086$224K0.09%-8813F-HRTimeline