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Disclosery

HRB BLOCK H & R INC

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Stock (common), issuer CIK 12659

548 managers (563 13F filers) reported a position in HRB shares at 2025-06-30, 123,598,361 shares in all. 55 filers opened a position and 61 filers sold out during the quarter.

Managers
548
13F filers
563
New
55
Added
197
Reduced
208
Sold out
61
Shares held by filers
123,598,361

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Kennondale Capital Management LLC29,286$1.61M1.64%013F-HRTimeline
New Age Alpha Advisors, LLC29,184$1.6M0.07%+12013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC28,871$1.58M<0.01%+19,06713F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,569$1.57M0.01%+1,00813F-HRTimelineGroup
LGT Group Foundationin group LGT Group Foundation28,289$1.55M0.02%-11,03213F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD27,800$1.53M0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC27,566$1.51M<0.01%-13,13713F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND27,424$1.51M0.03%+20013F-HRTimeline
Caisse de depot et placement du Quebec26,717$1.47M<0.01%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO26,631$1.46M0.03%+15,76913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding26,021$1.43M-315Timeline
Sciencast Management LP25,908$1.42M0.29%new13F-HRTimeline
Sovereign's Capital Management, LLC25,863$1.42M0.76%+4,16013F-HRTimeline
Measured Wealth Private Client Group, L…25,856$1.42M0.42%+57913F-HRTimeline
Qsemble Capital Management, LP25,850$1.42M0.14%+15,56713F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P24,973$1.37M0.03%-3,65013F-HRTimeline
CHASE INVESTMENT COUNSEL CORP24,000$1.32M0.42%013F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC23,705$1.3M0.64%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC23,337$1.28M0.01%+3,19813F-HRTimelineGroup
Argyle Capital Management, LLC23,233$1.28M0.46%013F-HRTimeline
Huber Capital Management LLC23,200$1.27M0.22%013F-HRTimeline
Sequoia Financial Advisors, LLC23,052$1.27M0.01%-1,50213F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.21,748$1.19M0.2%new13F-HRTimeline
Edgestream Partners, L.P.21,569$1.18M0.03%-171,99913F-HRTimeline
Quantbot Technologies LP21,141$1.16M0.03%+82113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,860$1.15M<0.01%-4,10313F-HR/ATimelineGroup
Ethic Inc.20,603$1.13M0.02%+2,35413F-HRTimeline
CEERA INVESTMENTS, LLC20,510$1.13M0.34%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…20,476$1.12M<0.01%+2,53413F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD19,900$1.09M<0.01%-78,55613F-HRTimelineGroup
LECAP ASSET MANAGEMENT LTD19,770$1.09M0.38%-3,40913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…19,732$1.08M<0.01%-9513F-HRTimelineGroup
CSS LLC/IL19,547$1.07M0.07%-6,26513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,522$1.07M<0.01%-94,45913F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,327$1.06M<0.01%+2,99913F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd19,258$1.06M0.09%-76813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding19,233$1.06M+18,403Timeline
Focus Partners Wealthin group Focus Partners Wealth19,135$1.05M<0.01%-4513F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC18,957$1.04M0.27%new13F-HRTimelineGroup
Convergence Investment Partners, LLC18,906$1.04M0.26%-3,00313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,591$1.02M<0.01%+16013F-HRTimelineGroup
Neo Ivy Capital Management18,292$1M0.32%new13F-HRTimeline
Kessler Investment Group, LLC18,262$1M0.41%+1,01713F-HRTimeline
Wealthfront Advisers LLC18,125$995K<0.01%-38013F-HRTimeline
NJ State Employees Deferred Compensatio…18,000$988K0.12%013F-HRTimeline
Dynamic Technology Lab Private Ltd18,000$988K0.13%new13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.17,903$983K0.17%new13F-HRTimeline
MSH Capital Advisors LLC17,734$973K0.28%-3313F-HRTimeline
CHOREO, LLC17,443$964K0.01%+2,68513F-HRTimeline
XPONANCE LLC17,180$943K0.01%-87013F-HRTimeline
ROCKLAND TRUST CO16,866$926K0.05%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,511$906K0.04%-39013F-HRTimelineGroup
Ifrah Financial Services, Inc.16,500$906K0.25%-18213F-HRTimeline
Vestcor Inc16,342$897K0.03%013F-HRTimeline
Farther Finance Advisors, LLC16,288$894K0.02%-25513F-HRTimeline
ADVISORY RESEARCH INC16,220$890K0.14%+1,10413F-HRTimeline
Point72 Hong Kong Ltd16,209$890K0.06%new13F-HRTimeline
Connor, Clark & Lunn Investment Managem…16,195$889K<0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.16,180$888K0.01%-5,68913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC15,721$863K0.01%+62113F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…15,681$861K0.1%+3,18113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,553$854K<0.01%-1,66613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding15,390$845K-56Timeline
MML INVESTORS SERVICES, LLC15,312$840K<0.01%-5,83213F-HRTimeline
South Dakota Investment Council15,301$840K0.02%-17,56113F-HRTimeline
Legacy Bridge, LLC15,265$838K0.4%013F-HRTimeline
CWM, LLCin group CWM, LLC15,159$832K<0.01%+19713F-HRTimelineGroup
RBF Capital, LLC15,000$823K0.04%013F-HRTimeline
HighTower Advisors, LLC14,963$821K<0.01%-2,07813F-HRTimeline
SummitTX Capital, L.P.14,942$820K0.04%-4,94213F-HRTimeline
Claret Asset Management Corp14,874$816K0.11%new13F-HRTimeline
Range Financial Group LLC14,543$798K0.31%-4413F-HRTimeline
Bayforest Capital Ltd14,303$785K0.34%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,290$784K<0.01%-51213F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…13,896$763K0.01%-64913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,624$747K<0.01%+55713F-HRTimelineGroup
HANCOCK WHITNEY CORP13,526$742K0.01%+57213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC13,171$723K0.02%+1,41413F-HRTimeline
FIL Ltdin group FIL Ltd13,146$722K<0.01%-56313F-HRTimelineGroup
&PARTNERS13,133$721K0.01%+32513F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC12,649$694K0.11%+31213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,340$677K<0.01%+5813F-HRTimelineGroup
AVISO WEALTH MANAGEMENT11,917$654K0.31%013F-HRTimeline
Curi Capital, LLC11,711$647K0.01%new13F-HRTimeline
INCEPTIONR LLC11,538$633K0.15%-62513F-HRTimeline
Bridgefront Capital, LLC11,439$628K0.17%-22,21813F-HRTimeline
CWC Advisors, LLC.10,610$582K0.3%+25113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT10,551$580K0.01%+10,53313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,165$558K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,000$553K0.01%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…9,988$548K0.2%-12413F-HRTimeline
Sunbelt Securities, Inc.10,263$542K0.05%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC9,852$541K<0.01%-22013F-HRTimelineGroup
Farringdon Capital, Ltd.9,838$540K0.18%new13F-HRTimeline
Chesley Taft & Associates LLC9,786$537K0.02%+12813F-HRTimeline
Point72 (DIFC) Ltd9,673$531K0.04%new13F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL9,493$521K0.08%new13F-HR/ATimeline
AE Wealth Management LLC9,387$515K<0.01%-2613F-HRTimeline
AVIVA PLCin group AVIVA PLC9,335$512K<0.01%new13F-HRTimelineGroup
Wedmont Private Capital9,213$512K0.02%+9713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,314$511K<0.01%-2,62813F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.9,300$510K<0.01%new13F-HRTimelineGroup
SHERBROOKE PARK ADVISERS LLC9,113$500K0.22%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC9,110$500K0.03%-11013F-HRTimeline
Blue Trust, Inc.8,972$492K0.01%+95913F-HRTimeline
Merit Financial Group, LLC8,856$486K0.01%+2,06013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8,714$478K0.01%-3113F-HRTimeline
Dorsey & Whitney Trust CO LLC8,686$477K0.03%013F-HRTimeline
TriaGen Wealth Management LLC8,679$476K0.14%-7713F-HRTimeline
Gallacher Capital Management LLC8,502$467K0.22%+3,63113F-HRTimeline
Trivium Point Advisory, LLC8,419$462K0.05%-33313F-HRTimeline
Advisors Capital Management, LLC8,372$460K0.01%+9713F-HRTimeline
Sterling Capital Management LLC8,347$458K0.01%+1,32713F-HR/ATimeline
Bayesian Capital Management, LP8,321$457K0.07%-16,10013F-HRTimeline
Impact Partnership Wealth, LLC8,175$449K0.08%+3,80213F-HRTimeline
IFP Advisors, Inc7,436$441K0.01%-60813F-HRTimeline
AdvisorShares Investments LLC8,000$439K0.08%new13F-HRTimeline
Petrus Trust Company, LTA7,644$420K0.04%new13F-HRTimeline
Convergence Financial, LLC7,518$413K0.07%+3,03813F-HRTimeline
SageView Advisory Group, LLC7,170$399K0.02%-8113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,198$395K0.02%+3513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,159$393K0.02%-3813F-HRTimeline
Utah Retirement Systems7,009$385K<0.01%-39113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,986$383K<0.01%-1,13513F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,744$370K0.01%+54413F-HRTimeline
LEUTHOLD GROUP, LLC6,718$369K0.04%013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC6,713$368K<0.01%-96613F-HRTimeline
Focus Financial Network, Inc.6,633$367K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,609$363K0.01%+7913F-HRTimeline
PARK NATIONAL CORP /OH/6,515$358K0.01%-8613F-HRTimeline
Maryland State Retirement & Pension Sys…6,486$356K0.01%013F-HRTimeline
Silver Coast Investments LLC6,428$353K0.13%+33213F-HRTimeline
Entropy Technologies, LP6,388$351K0.03%-17,60313F-HRTimeline
GSA CAPITAL PARTNERS LLP6,385$350K0.02%-9,81613F-HRTimeline
Prosperity Consulting Group, LLC6,257$343K0.03%-19713F-HRTimeline
MOKAN Wealth Management Inc.6,199$340K0.19%+4113F-HRTimeline
Waldron Private Wealth LLC6,075$336K0.01%013F-HRTimeline
Headlands Technologies LLC6,029$331K0.04%+5,98613F-HRTimeline
ProShare Advisors LLC5,936$326K<0.01%+23313F-HRTimeline
IHT Wealth Management, LLC5,884$323K0.01%+11113F-HRTimeline
Robertson Stephens Wealth Management, L…5,780$319K0.01%+3813F-HRTimeline
Arnhold LLC5,600$307K0.03%013F-HRTimeline
DIVERSIFIED TRUST CO5,582$306K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC5,560$305K0.01%-10013F-HRTimeline
Sound Income Strategies, LLC5,549$305K0.02%-137,77613F-HRTimeline
J.W. COLE ADVISORS, INC.5,511$302K0.01%+1,30413F-HRTimeline
SHELL ASSET MANAGEMENT CO5,509$302K0.01%-69413F-HRTimeline
Affinity Capital Advisors, LLC5,500$302K0.05%013F-HRTimeline
Lindenwold Advisors, INC5,367$295K0.15%-24313F-HRTimeline
My Legacy Advisors, LLC5,166$293K0.1%-7013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise5,324$292K0.01%+1,20013F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC5,290$290K0.06%-9413F-HRTimelineGroup
Orion Porfolio Solutions, LLC5,283$290K<0.01%-1,32813F-HR/ATimeline
OneDigital Investment Advisors LLC5,182$284K<0.01%new13F-HRTimeline
Jain Global LLC5,170$284K<0.01%+85513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,140$282K<0.01%+1,12713F-HRTimeline
SG Americas Securities, LLC5,018$275K<0.01%-9,49613F-HRTimeline
EVERETT HARRIS & CO /CA/5,000$274K<0.01%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,000$274K0.07%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,000$274K0.02%013F-HRTimeline
Bard Financial Services, Inc.5,000$274K0.03%013F-HRTimeline
Arcus Capital Partners, LLC4,989$274K0.12%-1,06613F-HRTimeline
Allworth Financial LP4,979$273K<0.01%+1,95713F-HRTimeline
Taylor Hoffman Capital Management LLC4,972$273K0.09%013F-HRTimeline
UMB Bank, n.a.4,954$272K<0.01%-52613F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,953$272K0.01%-813F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC4,862$267K0.03%-2,76013F-HRTimeline
NDVR, Inc.4,824$265K0.25%+15113F-HRTimeline
INTRUST BANK NA4,803$264K0.02%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,800$263K0.02%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,748$261K0.01%-32213F-HRTimeline
Compound Planning, Inc.4,478$246K0.01%+61813F-HRTimeline
CIBC WORLD MARKET INC.4,431$243K<0.01%-3,02313F-HRTimeline
Cannell & Spears LLC4,409$242K<0.01%+513F-HRTimeline
CIBC Asset Management Inc4,364$240K<0.01%013F-HRTimeline
D.A. DAVIDSON & CO.4,327$238K<0.01%+3213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,288$235K<0.01%-20513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,279$235K0.01%-1,90113F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC4,255$234K<0.01%+2,80913F-HRTimelineGroup
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…4,242$233K<0.01%-289,05213F-HRTimelineGroup
HB Wealth Management, LLC4,208$231K<0.01%+1213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,180$229K<0.01%013F-HRTimelineGroup
Vise Technologies, Inc.4,175$229K0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,126$227K0.16%+10513F-HRTimeline
Barnett & Company, Inc.4,120$226K0.18%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,110$226K0.02%013F-HRTimeline
Prossimo Advisors, LLC4,070$223K0.18%-20113F-HRTimeline
Westshore Wealth, LLC4,060$223K0.09%-2613F-HRTimeline
Thrive Wealth Management, LLC4,054$223K0.04%+913F-HRTimeline
Valeo Financial Advisors, LLC4,044$222K0.01%+17313F-HR/ATimeline
PFG Investments, LLC4,039$222K0.01%-18013F-HRTimeline
Belmont Capital, LLC4,000$220K0.03%013F-HRTimeline
Csenge Advisory Group3,854$219K0.01%-1,95913F-HRTimeline
EP Wealth Advisors, LLC3,982$219K<0.01%-62713F-HRTimeline
AlphaStar Capital Management, LLC3,945$217K0.02%new13F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC3,915$215K0.01%-27413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,854$212K0.03%-91613F-HRTimeline
Next Level Private LLC3,832$210K0.07%+2613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding3,827$210K+623Timeline
Eagle Bay Advisors LLC3,779$209K0.17%+213F-HRTimeline