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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 2025-09-30, 119,432,316 shares in all. 79 filers opened a position and 92 filers sold out during the quarter.

Managers
530
13F filers
543
New
79
Added
169
Reduced
195
Sold out
92
Shares held by filers
119,432,316

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CHASE INVESTMENT COUNSEL CORP24,000$1.21M0.36%013F-HRTimeline
Argyle Capital Management, LLC23,233$1.17M0.41%013F-HRTimeline
Huber Capital Management LLC23,200$1.17M0.19%013F-HRTimeline
Vestcor Inc23,194$1.17M0.04%+6,85213F-HRTimeline
Freestone Grove Partners LP22,988$1.16M0.01%new13F-HRTimeline
Summit Trail Advisors, LLC22,930$1.16M0.02%new13F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding22,083$1.12M-42,521Timeline
Sequoia Financial Advisors, LLC20,808$1.05M0.01%-2,24413F-HRTimeline
CEERA INVESTMENTS, LLC20,510$1.04M0.32%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD19,900$1.01M<0.01%013F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…19,732$998K<0.01%013F-HRTimelineGroup
Ethic Inc.19,719$997K0.02%-88413F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd19,338$978K0.2%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,337$977K<0.01%-1,52313F-HRTimelineGroup
HighTower Advisors, LLC19,072$965K<0.01%+4,10913F-HRTimeline
Convergence Investment Partners, LLC18,959$959K0.22%+5313F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT18,915$956K0.01%+8,36413F-HRTimeline
Verition Fund Management LLC18,563$939K0.01%-74,17413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,490$935K<0.01%-10113F-HRTimelineGroup
Kessler Investment Group, LLC18,334$927K0.4%+7213F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd18,258$923K0.06%-1,00013F-HRTimeline
NJ State Employees Deferred Compensatio…18,000$910K0.1%013F-HRTimeline
Wealthfront Advisers LLC17,795$900K<0.01%-33013F-HRTimeline
Patriot Financial Group Insurance Agenc…17,771$899K0.12%+2,09013F-HRTimeline
MSH Capital Advisors LLC17,734$897K0.24%013F-HRTimeline
GenTrust, LLC17,412$881K0.04%new13F-HRTimeline
XPONANCE LLC17,403$880K0.01%+22313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,239$872K<0.01%+1,68613F-HRTimelineGroup
ROCKLAND TRUST CO16,866$853K0.03%013F-HRTimeline
ADVISORY RESEARCH INC16,837$851K0.11%+61713F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP16,777$848K0.03%new13F-HR/ATimeline
Versor Investments LP16,636$841K0.15%new13F-HRTimeline
Ifrah Financial Services, Inc.16,432$831K0.22%-6813F-HRTimeline
Cambridge Investment Research Advisors,…15,912$805K<0.01%-3,41513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC15,789$798K0.01%new13F-HRTimeline
Legacy Bridge, LLC15,265$772K0.32%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding15,197$769K-193Timeline
MML INVESTORS SERVICES, LLC15,175$767K<0.01%-13713F-HRTimeline
RBF Capital, LLC15,000$759K0.03%013F-HRTimeline
Limestone Investment Advisors LP14,846$751K0.34%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,802$745K<0.01%+1,17813F-HRTimelineGroup
Claret Asset Management Corp14,714$744K0.09%-16013F-HRTimeline
Integrated Wealth Concepts LLC14,572$737K0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO14,510$734K0.01%+8,92813F-HRTimeline
ARMISTICE CAPITAL, LLC14,506$734K0.02%new13F-HRTimeline
Range Financial Group LLC14,365$726K0.26%-17813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,290$723K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,253$721K<0.01%-5,26913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC14,048$710K0.01%+4,19613F-HRTimelineGroup
South Dakota Investment Council13,801$698K0.01%-1,50013F-HRTimeline
Farther Finance Advisors, LLC13,756$696K0.01%-2,53213F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…13,462$681K0.01%-43413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,306$673K<0.01%-15,56513F-HRTimelineGroup
CHOREO, LLC13,088$669K0.01%-4,35513F-HRTimeline
&PARTNERS13,136$664K<0.01%+313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,126$664K0.02%-3,38513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\12,601$637K<0.01%+26113F-HRTimelineGroup
FIL Ltdin group FIL Ltd12,566$635K<0.01%-58013F-HRTimelineGroup
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…12,350$625K0.01%-22,55613F-HR/ATimelineGroup
Merit Financial Group, LLC12,338$624K0.01%+3,48213F-HR/ATimeline
Tidal Investments LLCin group Tidal Investments LLC12,146$614K<0.01%-3,57513F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC12,128$613K0.02%-1,04313F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC12,122$613K0.16%-6,83513F-HRTimelineGroup
Curi Capital, LLC11,860$605K0.01%+14913F-HRTimeline
Campbell & CO Investment Adviser LLC11,739$594K0.04%-78,14913F-HRTimeline
Horizon Investments, LLC11,238$568K0.01%-27,31813F-HRTimeline
Semanteon Capital Management, LP11,135$563K0.71%new13F-HRTimeline
AE Wealth Management LLC10,987$556K<0.01%+1,60013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…10,874$550K<0.01%-9,60213F-HRTimelineGroup
CWC Advisors, LLC.10,674$540K0.26%+6413F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL10,604$536K0.09%+1,11113F-HRTimeline
AVISO WEALTH MANAGEMENT10,561$534K0.23%-1,35613F-HRTimeline
Federation des caisses Desjardins du Qu…10,539$533K<0.01%+8,87913F-HRTimeline
Convergence Financial, LLC10,491$531K0.08%+2,97313F-HRTimeline
Wedmont Private Capital10,408$527K0.02%+1,19513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,000$510K0.01%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,026$507K0.01%-13913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…9,988$505K0.16%013F-HRTimeline
FORA Capital, LLC9,821$497K0.09%new13F-HRTimeline
denkapparat Operations GmbH9,794$495K0.32%new13F-HRTimeline
Chesley Taft & Associates LLC9,661$489K0.02%-12513F-HRTimeline
Arax Advisory Partners9,616$486K0.01%+7,07913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,256$468K<0.01%-5813F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…9,216$466K<0.01%new13F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC9,110$461K0.03%013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.9,108$461K<0.01%-20,92513F-HRTimeline
TriaGen Wealth Management LLC9,005$455K0.12%+32613F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP8,922$451K0.05%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,613$436K0.02%-7313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,607$435K<0.01%+3,46713F-HRTimeline
Tradewinds, LLC.8,581$434K0.11%new13F-HRTimeline
Blue Trust, Inc.8,446$427K<0.01%-52613F-HRTimeline
Advisors Capital Management, LLC8,350$422K0.01%-2213F-HRTimeline
HARBOUR INVESTMENTS, INC.8,328$421K0.01%+1,71913F-HRTimeline
GSA CAPITAL PARTNERS LLP8,269$418K0.03%+1,88413F-HRTimeline
Aigen Investment Management, LP8,164$413K0.06%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC8,113$410K0.01%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA8,021$406K<0.01%-43,05013F-HRTimelineGroup
Krilogy Financial LLC7,991$404K0.02%new13F-HRTimeline
Trivium Point Advisory, LLC7,739$391K0.04%-68013F-HRTimeline
DRW Securities, LLC7,593$387K0.02%new13F-HRTimeline
PARK NATIONAL CORP /OH/7,361$372K0.01%+84613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,339$371K0.02%+18013F-HRTimeline
Counterpoint Mutual Funds LLC7,122$360K0.03%new13F-HRTimeline
Orion Porfolio Solutions, LLC7,103$359K<0.01%+1,82013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,096$359K0.02%-10213F-HRTimeline
Utah Retirement Systems7,009$354K<0.01%013F-HRTimeline
Sterling Capital Management LLC6,849$346K0.01%-1,49813F-HRTimeline
PharVision Advisers, LLC6,775$343K0.19%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,764$342K<0.01%new13F-HRTimelineGroup
LEUTHOLD GROUP, LLC6,718$340K0.04%013F-HRTimeline
Aquatic Capital Management LLC6,715$340K0.01%new13F-HRTimeline
Focus Financial Network, Inc.6,633$335K0.01%013F-HRTimeline
IHT Wealth Management, LLC6,495$328K0.01%+61113F-HRTimeline
Maryland State Retirement & Pension Sys…6,486$328K0.01%013F-HRTimeline
Silver Coast Investments LLC6,428$325K0.11%013F-HRTimeline
Prosperity Consulting Group, LLC6,257$316K0.02%013F-HRTimeline
MOKAN Wealth Management Inc.6,240$316K0.16%+4113F-HRTimeline
Scientech Research LLC6,176$312K0.11%new13F-HRTimeline
Waldron Private Wealth LLC6,075$310K0.01%013F-HRTimeline
HANCOCK WHITNEY CORP6,103$309K0.01%-7,42313F-HRTimeline
AlphaQuest LLC6,090$308K0.02%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…6,078$307K<0.01%new13F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.6,053$306K0.05%-15,69513F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,971$302K0.01%-77313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,966$302K0.01%+1,68713F-HRTimelineGroup
ALGERT GLOBAL LLC5,940$300K0.01%-24,26013F-HR/ATimeline
Robertson Stephens Wealth Management, L…5,819$297K0.01%+3913F-HRTimeline
Allworth Financial LP5,825$295K<0.01%+84613F-HRTimeline
Corton Capital Inc.5,822$294K0.72%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,776$292K0.05%+48613F-HRTimelineGroup
ProShare Advisors LLC5,694$288K<0.01%-24213F-HRTimeline
Schonfeld Strategic Advisors LLC5,623$284K<0.01%-37,63113F-HRTimeline
Arnhold LLC5,600$283K0.02%013F-HRTimeline
IFP Advisors, Inc5,574$282K0.01%-1,86213F-HR/ATimeline
J.W. COLE ADVISORS, INC.5,529$280K0.01%+1813F-HRTimeline
HB Wealth Management, LLC5,420$274K<0.01%+1,21213F-HRTimeline
Lindenwold Advisors, INC5,402$273K0.13%+3513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise5,324$269K0.01%013F-HRTimelineGroup
SG Americas Securities, LLC5,138$260K<0.01%+12013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,048$255K<0.01%-38,08013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…5,045$255K0.05%+3,57513F-HRTimeline
OneDigital Investment Advisors LLC5,006$253K<0.01%-17613F-HRTimeline
EVERETT HARRIS & CO /CA/5,000$253K<0.01%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,000$253K0.06%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,000$253K0.02%013F-HRTimeline
Bard Financial Services, Inc.5,000$253K0.03%013F-HRTimeline
Arcus Capital Partners, LLC4,990$252K0.11%+113F-HRTimeline
Taylor Hoffman Capital Management LLC4,972$251K0.08%013F-HRTimeline
Sound Income Strategies, LLC5,052$251K0.01%-49713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,956$251K0.01%+313F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC4,800$243K0.01%013F-HRTimeline
Affinity Capital Advisors, LLC4,700$240K0.04%-80013F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,748$240K0.01%013F-HRTimeline
WOLVERINE TRADING, LLC4,742$240K<0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding4,728$239K+901Timeline
BRIGHTON JONES LLC4,685$237K0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,656$235K0.02%new13F-HRTimeline
NDVR, Inc.4,593$232K0.19%-23113F-HRTimeline
INTRUST BANK NA4,565$231K0.02%-23813F-HRTimeline
D.A. DAVIDSON & CO.4,518$229K<0.01%+19113F-HRTimeline
Vise Technologies, Inc.4,486$227K0.01%+31113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,408$223K<0.01%+12013F-HRTimeline
CIBC Asset Management Inc4,364$221K<0.01%013F-HRTimeline
Essential Partners LLC4,350$220K0.07%+4,21613F-HRTimeline
UMB Bank, n.a.4,220$213K<0.01%-73413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SageView Advisory Group, LLC4,213$213K0.01%-2,95713F-HRTimeline
Institute for Wealth Management, LLC.4,195$212K0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,180$211K<0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC4,092$210K0.01%new13F-HRTimeline
Barnett & Company, Inc.4,120$208K0.16%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,110$208K0.01%013F-HRTimeline
Thrive Wealth Management, LLC4,092$207K0.03%+3813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,075$206K0.02%+22113F-HRTimeline
Westshore Wealth, LLC4,060$205K0.07%013F-HRTimeline
Olympiad Research LP4,018$203K0.28%new13F-HRTimeline
Pallas Capital Advisors LLC4,007$203K0.01%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,000$202K<0.01%new13F-HRTimeline
Caprock Group, LLC4,005$202K<0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.3,986$202K0.14%-14013F-HRTimeline
Andra AP-fonden3,982$201K<0.01%-35,82513F-HRTimeline
KBC Group NVin group KBC Group NV3,929$199K<0.01%+54213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,835$194K<0.01%+34813F-HRTimelineGroup
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…3,763$190K0.09%new13F-HRTimelineGroup
Advisory Services Network, LLC3,554$180K<0.01%new13F-HRTimeline
STRS OHIO3,171$160K<0.01%+213F-HRTimeline
EMC Capital Management2,917$148K0.07%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,895$146K<0.01%+65913F-HRTimelineGroup
Quarry LP2,883$146K0.04%+2,41313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,791$141K<0.01%-5,92313F-HRTimeline
SHELL ASSET MANAGEMENT CO2,493$126K0.01%-3,01613F-HRTimeline
Medallion Wealth Advisors, LLC2,400$121K0.04%013F-HRTimeline
Abich Financial Wealth Management LLC2,338$118K0.04%13F-HRTimeline
Center for Financial Planning, Inc.2,303$116K0.01%013F-HRTimeline
State of Wyoming2,220$112K0.01%-3013F-HRTimeline
SIMPLEX TRADING, LLC2,108$106K<0.01%new13F-HRTimeline
Independence Bank of Kentucky2,000$101K0.01%013F-HRTimeline
North Star Investment Management Corp.1,983$100K0.01%+113F-HRTimeline
Advisors Asset Management, Inc.1,902$96.2K<0.01%-1,88713F-HR/ATimeline
GAMMA Investing LLC1,862$94.2K0.01%-29813F-HRTimeline