Skip to content
Disclosery

HRB BLOCK H & R INC

Follow

Stock (common), issuer CIK 12659

498 managers (508 13F filers) reported a position in HRB shares at 2025-12-31, 117,472,879 shares in all. 55 filers opened a position and 100 filers sold out during the quarter.

Managers
498
13F filers
508
New
55
Added
153
Reduced
202
Sold out
100
Shares held by filers
117,472,879

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…23,170$1.01M0.03%-1,92613F-HRTimelineGroup
Huber Capital Management LLC23,100$1.01M0.15%-10013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC22,891$1M<0.01%-11,49013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,712$990K<0.01%-32,51313F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS22,474$979K<0.01%-14,72413F-HRTimeline
Summit Trail Advisors, LLC21,481$939K0.02%-1,44913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding20,730$903K+19,900Timeline
Versor Investments LP20,100$876K0.14%+3,46413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,894$867K<0.01%+55713F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT19,287$841K0.01%+37213F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…18,707$815K<0.01%-1,02513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,589$810K<0.01%+1,35013F-HRTimelineGroup
Gallacher Capital Management LLC18,435$803K0.31%-9,99013F-HRTimeline
GenTrust, LLC18,222$802K0.03%+81013F-HRTimeline
Kessler Investment Group, LLC18,329$799K0.34%-513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,077$788K<0.01%-41313F-HRTimelineGroup
MSH Capital Advisors LLC17,680$770K0.16%-5413F-HRTimeline
Ethic Inc.17,561$765K0.01%-2,15813F-HRTimeline
ADVISORY RESEARCH INC17,526$764K0.1%+68913F-HRTimeline
Wealthfront Advisers LLC17,342$756K<0.01%-45313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC17,193$749K0.01%+1,40413F-HRTimeline
Cambridge Investment Research Advisors,…17,183$749K<0.01%+1,27113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,987$740K<0.01%-64,57913F-HRTimelineGroup
ROCKLAND TRUST CO16,866$735K0.03%013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…16,692$727K0.04%-86,88613F-HRTimelineGroup
Ifrah Financial Services, Inc.16,131$703K0.18%-30113F-HRTimeline
Integrated Wealth Concepts LLC15,983$697K0.01%+1,41113F-HRTimeline
HighTower Advisors, LLC15,576$679K<0.01%-3,49613F-HRTimeline
Fideuram Asset Management (Ireland) dac14,062$668K0.05%13F-HRTimeline
Legacy Bridge, LLC15,265$665K0.27%013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC15,261$665K<0.01%13F-HR/ATimeline
Range Financial Group LLC15,053$656K0.23%+68813F-HRTimeline
RBF Capital, LLC15,000$654K0.03%013F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC14,953$652K<0.01%+1,64713F-HRTimelineGroup
Claret Asset Management Corp14,690$640K0.07%-2413F-HRTimeline
Farther Finance Advisors, LLC14,521$633K0.01%+76513F-HRTimeline
New Age Alpha Advisors, LLC14,431$629K0.03%-13,86313F-HRTimeline
MML INVESTORS SERVICES, LLC14,381$627K<0.01%-79413F-HRTimeline
AE Wealth Management LLC14,297$623K<0.01%+3,31013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,290$623K<0.01%013F-HRTimeline
XPONANCE LLC14,281$622K<0.01%-3,12213F-HRTimeline
Merit Financial Group, LLC13,582$592K<0.01%+1,24413F-HRTimeline
SIMPLEX TRADING, LLC13,203$575K0.02%+11,09513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,055$569K<0.01%-1,74713F-HRTimelineGroup
Fieldview Capital Management, LLC13,030$568K0.1%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP13,027$568K0.2%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHOREO, LLC12,957$564K0.01%-13113F-HRTimeline
South Dakota Investment Council12,501$545K0.01%-1,30013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC12,469$543K0.01%+34113F-HRTimeline
PEAK6 LLCin group PEAK6 LLC12,454$543K0.01%+12,45213F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\12,139$529K<0.01%-46213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,139$529K0.01%+3,81113F-HRTimeline
&PARTNERS11,990$523K<0.01%-1,14613F-HRTimeline
Curi Capital, LLC11,718$516K0.01%-14213F-HRTimeline
Federation des caisses Desjardins du Qu…11,757$512K<0.01%+1,21813F-HRTimeline
Ensign Peak Advisors, Inc11,583$505K<0.01%-24,09913F-HR/ATimeline
New York Life Investment Management LLCin group New York Life Investment Mana…11,461$499K<0.01%-2,00113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC11,226$489K<0.01%-80,39513F-HRTimelineGroup
Mutual Advisors, LLC11,078$483K0.01%new13F-HRTimeline
HB Wealth Management, LLC11,033$481K<0.01%+5,61313F-HRTimeline
AlphaQuest LLC10,985$479K0.03%+4,89513F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…10,874$474K<0.01%013F-HRTimelineGroup
CEERA INVESTMENTS, LLC10,580$461K0.18%-9,93013F-HRTimeline
AVISO WEALTH MANAGEMENT10,561$460K0.19%013F-HRTimeline
Convergence Financial, LLC10,551$460K0.07%+6013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…10,534$459K<0.01%+4,45613F-HRTimelineGroup
CWC Advisors, LLC.10,461$456K0.22%-21313F-HRTimeline
CSS LLC/IL10,460$456K0.03%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding10,425$454K-4,772Timeline
Chesley Taft & Associates LLC10,170$443K0.02%+50913F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.10,166$443K<0.01%-217,63113F-HRTimelineGroup
MACKENZIE FINANCIAL CORP10,139$441K<0.01%-18,31313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,000$440K0.01%013F-HRTimeline
Quent Capital, LLC10,013$436K0.03%+9,47213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…9,920$432K0.13%-6813F-HRTimeline
LAVELLE CAPITAL LP9,855$429K0.27%13F-HRTimeline
denkapparat Operations GmbH9,794$427K0.23%013F-HRTimeline
Maridea Wealth Management LLC9,413$410K0.06%new13F-HRTimeline
Amundiin group Amundi9,377$409K<0.01%-90,46313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,228$402K<0.01%+62113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC9,213$402K0.02%-81313F-HRTimeline
Verition Fund Management LLC9,144$398K<0.01%-9,41913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,756$382K<0.01%-50013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC8,662$377K0.02%+4913F-HRTimeline
Tradewinds, LLC.8,581$374K0.09%013F-HRTimeline
Jain Global LLC8,580$374K<0.01%-39,62713F-HRTimeline
Unifi Asset Management LP8,355$364K0.4%13F-HRTimeline
Taylor Hoffman Capital Management LLC8,322$363K0.11%+3,35013F-HRTimeline
Measured Wealth Private Client Group, L…8,250$360K0.1%-18,28513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC7,885$344K0.02%-1,22513F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P7,658$334K0.01%-16,98813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,619$332K0.01%+4,82813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,550$329K0.01%+1,58413F-HRTimelineGroup
Vise Technologies, Inc.7,548$329K0.01%+3,06213F-HRTimeline
PARK NATIONAL CORP /OH/7,358$321K0.01%-313F-HRTimeline
ARMISTICE CAPITAL, LLC7,245$316K0.01%-7,26113F-HRTimeline
Blue Trust, Inc.6,856$299K<0.01%-1,59013F-HRTimeline
Utah Retirement Systems6,719$293K<0.01%-29013F-HRTimeline
AlphaGrep UK Ltd6,618$288K0.1%13F-HRTimeline
Brooklyn Investment Group6,599$288K0.01%new13F-HRTimeline
Maryland State Retirement & Pension Sys…6,486$283K0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP6,467$282K0.02%-1,80213F-HRTimeline
Silver Coast Investments LLC6,428$280K0.1%013F-HRTimeline
Sterling Capital Management LLC6,382$278K<0.01%-46713F-HRTimeline
IHT Wealth Management, LLC6,324$276K0.01%-17113F-HRTimeline
MOKAN Wealth Management Inc.6,291$274K0.12%+5113F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd6,139$268K0.1%-13,19913F-HRTimelineGroup
Waldron Private Wealth LLC6,075$267K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC6,640$266K0.01%+2,54813F-HRTimeline
Focus Financial Network, Inc.6,000$264K0.01%-63313F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,966$260K0.01%-513F-HRTimeline
Robertson Stephens Wealth Management, L…5,900$260K0.01%+8113F-HRTimeline
TWINBEECH CAPITAL LP5,895$257K0.02%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.5,887$257K0.01%new13F-HRTimelineGroup
Allworth Financial LP5,779$252K<0.01%-4613F-HRTimeline
D.A. DAVIDSON & CO.5,731$250K<0.01%+1,21313F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,710$249K0.04%-6613F-HRTimelineGroup
Arnhold LLC5,600$244K0.02%013F-HRTimeline
HANCOCK WHITNEY CORP5,365$234K<0.01%-73813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise5,324$232K0.01%013F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd5,317$232K<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC5,314$232K<0.01%-8,73413F-HRTimelineGroup
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD5,237$228K<0.01%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding5,224$228K+496Timeline
Savant Capital, LLCin group Savant Capital, LLC5,120$223K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC5,093$222K<0.01%-2,01013F-HRTimeline
MQS Management LLC5,078$221K0.13%new13F-HRTimeline
ProShare Advisors LLC5,070$221K<0.01%-62413F-HRTimeline
OneDigital Investment Advisors LLC5,052$220K<0.01%+4613F-HRTimeline
Abel Hall, LLC5,046$220K0.05%new13F-HRTimeline
EVERETT HARRIS & CO /CA/5,000$218K<0.01%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,000$218K0.05%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,000$218K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,955$216K0.01%-113F-HRTimelineGroup
Essential Partners LLC4,871$212K0.07%+52113F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,826$210K<0.01%+82613F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,800$209K0.01%013F-HRTimeline
Wedmont Private Capital4,784$208K0.01%-5,62413F-HRTimeline
Affinity Capital Advisors, LLC4,700$205K0.03%013F-HRTimeline
North Dakota State Investment Board4,654$203K0.01%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,645$202K<0.01%new13F-HRTimelineGroup
Catalyst Funds Management Pty Ltd4,600$200K0.05%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,180$182K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC4,110$179K0.01%013F-HRTimeline
UMB Bank, n.a.3,959$173K<0.01%-26113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KBC Group NVin group KBC Group NV3,929$171K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.3,809$166K0.11%-17713F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…3,763$164K0.08%013F-HRTimelineGroup
Motiv8 Investments LLC3,620$158K0.09%new13F-HRTimeline
SageView Advisory Group, LLC3,591$156K0.01%-62213F-HRTimeline
Global Retirement Partners, LLC3,577$156K<0.01%+1,90513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,569$156K<0.01%-1,47913F-HR/ATimelineGroup
HANTZ FINANCIAL SERVICES, INC.3,296$144K<0.01%+1,94913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STRS OHIO3,034$132K<0.01%-13713F-HRTimeline
Eurizon Capital SGR S.p.A.2,735$119K<0.01%13F-HRTimeline
GAMMA Investing LLC2,622$114K0.01%+76013F-HRTimeline
EMC Capital Management2,479$108K0.05%-43813F-HRTimeline
Medallion Wealth Advisors, LLC2,400$105K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,361$103K<0.01%+96513F-HRTimelineGroup
Center for Financial Planning, Inc.2,303$100K0.01%013F-HRTimeline
High Point Wealth Management, LLC2,283$99.5K0.09%13F-HRTimeline
Covestor Ltd2,069$91K0.05%+67013F-HRTimeline
Independence Bank of Kentucky2,000$87.2K0.01%013F-HRTimeline
North Star Investment Management Corp.1,984$86.5K0.01%+113F-HRTimeline
Horizon Investments, LLC1,856$80.9K<0.01%-9,38213F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,802$79K<0.01%+44513F-HRTimelineGroup
Parallel Advisors, LLC1,802$78.5K<0.01%+38313F-HRTimeline
Arax Advisory Partners1,742$75.9K<0.01%-7,87413F-HRTimeline
Aquatic Capital Management LLC1,666$72.6K<0.01%-5,04913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,645$71.7K<0.01%+51213F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC1,637$71.3K<0.01%+77713F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,627$70.9K<0.01%+5613F-HRTimelineGroup
IFP Advisors, Inc1,477$64.4K<0.01%-4,09713F-HRTimeline
Steward Partners Investment Advisory, L…1,440$62.7K<0.01%-6013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,433$62.4K<0.01%-5713F-HRTimelineGroup
Smartleaf Asset Management LLC1,264$55K<0.01%-7413F-HRTimeline
Carolina Wealth Advisors, LLC1,151$50.2K0.02%+1513F-HRTimeline
HM PAYSON & CO1,150$50.1K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,135$49.5K0.02%-15013F-HRTimeline
PRIVATE TRUST CO NA1,123$48.9K<0.01%-4013F-HRTimeline
Corsicana & Co.1,050$45.8K0.03%013F-HRTimeline
Employees Retirement System of Texas1,000$44K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.922$40.2K<0.01%+5113F-HRTimeline
DANSKE BANK A/S900$39.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC866$37.7K<0.01%-2013F-HRTimeline
SIGNATUREFD, LLC843$36.7K<0.01%+38013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management836$36.4K<0.01%+31713F-HRTimelineGroup
DV Trading LLC800$34.9K<0.01%13F-HRTimeline
Archer Investment Corp800$34.9K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC800$34K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC765$33.3K0.01%new13F-HRTimeline
MAI Capital Management760$33.1K<0.01%+25613F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC643$32.6K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust716$31.2K<0.01%+18413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…690$30K<0.01%-3513F-HRTimelineGroup
State of Wyoming684$29.8K<0.01%-1,53613F-HRTimeline
NVWM, LLC676$29.5K0.01%013F-HRTimeline
WPG Advisers, LLC623$27.1K0.02%-4213F-HRTimeline
Abound Wealth Management616$26.8K0.01%+41613F-HRTimeline
ATWOOD & PALMER INC570$24.8K<0.01%013F-HRTimeline