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Disclosery

HRB BLOCK H & R INC

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Stock (common), issuer CIK 12659

474 managers (488 13F filers) reported a position in HRB shares at 2026-03-31, 121,481,133 shares in all. 74 filers opened a position and 96 filers sold out during the quarter.

Managers
474
13F filers
488
New
74
Added
212
Reduced
135
Sold out
96
Shares held by filers
121,481,133

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…23,352$741K0.02%+18213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/23,310$740K<0.01%+59813F-HRTimelineGroup
QVIDTVM Management LLC23,255$738K0.91%new13F-HRTimeline
Argyle Capital Management, LLC23,233$737K0.24%013F-HRTimeline
Sovereign's Capital Management, LLC21,708$689K0.51%-1,60813F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP21,036$668K0.06%new13F-HRTimeline
HighTower Advisors, LLC20,968$666K<0.01%+5,39213F-HRTimeline
Kentucky Retirement Systemsin group Kentucky Retirement Systems22,561$655K0.05%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT20,212$642K0.01%-10,10013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,983$634K<0.01%+1,39413F-HRTimelineGroup
MAVERICK CAPITAL LTD19,943$633K0.01%-94,48313F-HRTimeline
Chesley Taft & Associates LLC19,932$633K0.03%+9,76213F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…19,881$631K<0.01%+1,17413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,197$609K<0.01%+1,12013F-HRTimelineGroup
Merit Financial Group, LLC19,006$603K<0.01%+5,42413F-HRTimeline
Range Financial Group LLC17,910$568K0.19%+2,85713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC17,825$566K<0.01%+2,87213F-HRTimelineGroup
XPONANCE LLC17,814$565K<0.01%+3,53313F-HRTimeline
MSH Capital Advisors LLC17,578$558K0.12%-10213F-HRTimeline
Farther Finance Advisors, LLC17,126$544K0.01%+2,60513F-HRTimeline
Wealthfront Advisers LLC17,045$541K<0.01%-29713F-HRTimeline
Engineers Gate Manager LP17,028$540K0.01%-19,66513F-HRTimeline
Cambridge Investment Research Advisors,…16,950$538K<0.01%-23313F-HRTimeline
ROCKLAND TRUST CO16,866$535K0.02%013F-HRTimeline
Archer Investment Corp16,300$517K0.11%+15,50013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…15,911$505K<0.01%+5,03713F-HRTimelineGroup
Ifrah Financial Services, Inc.15,800$501K0.13%-33113F-HRTimeline
HB Wealth Management, LLC15,767$500K<0.01%+4,73413F-HRTimeline
Legacy Bridge, LLC15,265$485K0.18%013F-HRTimeline
Blueshift Asset Management, LLC15,219$483K0.15%new13F-HRTimeline
CHOREO, LLC14,911$481K0.01%+1,95413F-HRTimeline
RBF Capital, LLC15,000$476K0.02%013F-HR/ATimeline
Claret Asset Management Corp14,690$466K0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,540$461K<0.01%+2,40113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,290$454K<0.01%013F-HRTimeline
NewEdge Advisors, LLC14,191$450K<0.01%-39,38313F-HR/ATimeline
AlphaGrep UK Ltd14,169$450K0.13%+7,55113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,226$449K<0.01%+1,17113F-HRTimelineGroup
New Age Alpha Advisors, LLC14,131$449K0.02%-30013F-HRTimeline
Aster Capital Management (DIFC) Ltd8,147$447K0.15%new13F-HRTimeline
NewEdge Wealth, LLC13,843$439K0.01%-829,90613F-HRTimeline
GROUP ONE TRADING LLC13,782$437K0.01%+13,26513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,632$433K<0.01%+4,40413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA13,372$424K<0.01%-107,75513F-HRTimelineGroup
CSS LLC/IL13,159$418K0.02%+2,69913F-HRTimeline
AE Wealth Management LLC12,974$412K<0.01%-1,32313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC12,879$409K0.01%+41013F-HRTimeline
FIL Ltdin group FIL Ltd12,870$408K<0.01%-28,69413F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP12,818$407K0.03%+6,35113F-HRTimeline
Abacus Wealth Partners, LLC12,774$405K0.04%new13F-HRTimeline
Brooklyn Investment Group12,705$403K0.01%+6,10613F-HRTimeline
Burns Matteson Capital Management, LLC12,669$402K0.16%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC12,199$387K0.06%+6,48913F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…11,934$379K<0.01%+1,40013F-HRTimelineGroup
Curi Capital, LLC11,757$373K0.01%+3913F-HRTimeline
&PARTNERS11,757$373K<0.01%-23313F-HRTimeline
Convergence Financial, LLC11,540$366K0.04%+98913F-HRTimeline
Crossmark Global Holdings, Inc.11,445$363K0.01%-124,43013F-HRTimeline
Bridgefront Capital, LLC11,108$353K0.09%-28,38813F-HRTimeline
State of Wyoming10,958$348K0.04%+10,27413F-HRTimeline
IMC-Chicago, LLC10,475$332K0.01%new13F-HRTimeline
Barnett & Company, Inc.10,420$331K0.26%new13F-HRTimeline
Vise Technologies, Inc.7,548$329K0.01%013F-HRTimeline
CWC Advisors, LLC.10,288$327K0.16%-17313F-HRTimeline
Vestcor Inc10,076$320K0.01%-19,41813F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.10,076$320K<0.01%-9013F-HRTimelineGroup
Integrated Wealth Concepts LLC10,003$317K<0.01%-5,98013F-HRTimeline
Quinn Opportunity Partners LLC10,000$317K0.02%new13F-HRTimeline
BURNEY CO/9,993$317K0.01%-31,35113F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd9,895$314K0.16%+3,75613F-HRTimelineGroup
denkapparat Operations GmbH9,794$311K0.13%013F-HRTimeline
CX Institutional9,733$309K0.01%new13F-HRTimeline
AVISO WEALTH MANAGEMENT9,554$303K0.14%-1,00713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC9,343$297K0.01%+13013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,298$295K<0.01%+54213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,208$292K<0.01%-2,93113F-HRTimeline
Taylor Hoffman Capital Management LLC9,027$287K0.09%+70513F-HRTimeline
HM PAYSON & CO8,950$284K<0.01%+7,80013F-HRTimeline
Chicago Partners Investment Group LLC8,676$273K0.01%+2,03613F-HRTimeline
MACKENZIE FINANCIAL CORP8,532$271K<0.01%-1,60713F-HRTimeline
Tradewinds, LLC.8,581$268K0.09%013F-HRTimeline
Unifi Asset Management LP8,355$265K0.15%013F-HRTimeline
INCEPTIONR LLC8,093$257K0.06%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,065$256K0.01%-59713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,939$252K<0.01%new13F-HRTimelineGroup
Van Diest Capital, LLC7,502$238K0.19%new13F-HRTimeline
Affinity Capital Advisors, LLC7,428$236K0.03%+2,72813F-HRTimeline
IHT Wealth Management, LLC7,393$235K0.01%+1,06913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,358$234K<0.01%-9,62913F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC7,264$231K<0.01%-35513F-HRTimeline
Inscription Capital, LLC7,133$226K0.02%new13F-HRTimeline
Blue Trust, Inc.7,088$225K<0.01%+23213F-HRTimeline
PARK NATIONAL CORP /OH/6,998$222K0.01%-36013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,975$222K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC6,982$222K<0.01%new13F-HRTimeline
Allworth Financial LP6,758$214K<0.01%+97913F-HRTimeline
Utah Retirement Systems6,719$213K<0.01%013F-HRTimeline
Ensign Peak Advisors, Inc6,592$209K<0.01%-4,99113F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,520$207K<0.01%+1,87513F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS6,509$207K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC6,498$206K<0.01%new13F-HRTimeline
Maryland State Retirement & Pension Sys…6,486$206K<0.01%013F-HRTimeline
Silver Coast Investments LLC6,428$204K0.07%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,421$203K<0.01%new13F-HRTimeline
MOKAN Wealth Management Inc.6,351$202K0.09%+6013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,996$190K<0.01%+2,70013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC5,988$189K<0.01%-70,96813F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding5,730$182K+506Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise5,324$169K0.01%013F-HRTimelineGroup
UMB Bank, n.a.4,943$157K<0.01%+98413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC4,456$141K0.01%+3,19213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,227$134K<0.01%+65813F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,180$133K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.4,159$132K0.09%+35013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,136$131K<0.01%-3,41413F-HRTimelineGroup
KBC Group NVin group KBC Group NV3,929$125K<0.01%013F-HRTimelineGroup
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…3,763$119K0.09%013F-HRTimelineGroup
Sterling Capital Management LLC3,646$116K<0.01%-2,73613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,362$107K<0.01%+1,00113F-HR/ATimelineGroup
Measured Wealth Private Client Group, L…3,316$105K0.03%-4,93413F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,304$105K0.01%+1,65913F-HRTimeline
Parallel Advisors, LLC3,187$101K<0.01%+1,38513F-HR/ATimeline
SIGNATUREFD, LLC3,151$100K<0.01%+2,30813F-HRTimeline
Federation des caisses Desjardins du Qu…3,082$97.8K<0.01%-8,67513F-HRTimeline
Eurizon Capital SGR S.p.A.3,046$96.8K<0.01%+31113F-HRTimeline
STRS OHIO2,996$95.1K<0.01%-3813F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2,872$91.2K<0.01%-9,58213F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC2,816$89.4K<0.01%-3,15013F-HR/ATimeline
MAI Capital Management2,794$88.7K<0.01%+2,03413F-HRTimeline
Leonteq Securities AG2,718$86.3K0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC2,704$85.8K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,566$81.4K0.01%-1,54413F-HRTimeline
Versant Capital Management, Inc2,521$80K0.01%+2,33213F-HRTimeline
Advisory Services Network, LLC2,502$79.4K<0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,423$76.9K<0.01%+62113F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,400$76.2K0.02%013F-HRTimeline
Center for Financial Planning, Inc.2,303$73.1K0.01%013F-HRTimeline
Covestor Ltd2,246$71K0.05%+17713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,032$64.5K<0.01%+40513F-HRTimelineGroup
Independence Bank of Kentucky2,000$63.5K0.01%013F-HRTimeline
North Star Investment Management Corp.1,986$63K<0.01%+213F-HRTimeline
BARD ASSOCIATES INC1,822$58.6K0.01%new13F-HRTimeline
Corsicana & Co.1,050$57.7K0.04%013F-HRTimeline
Larson Financial Group LLC1,773$56.3K<0.01%+1,36313F-HRTimeline
SIMPLEX TRADING, LLC1,540$48.9K<0.01%-11,66313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,475$46.8K<0.01%+4213F-HRTimelineGroup
Bogart Wealth, LLC1,311$41.6K<0.01%+44513F-HRTimeline
SBI Securities Co., Ltd.1,278$40.6K<0.01%+35613F-HRTimeline
Essential Partners LLC1,249$39.6K0.01%-3,62213F-HRTimeline
IFP Advisors, Inc1,189$37.7K<0.01%-28813F-HRTimeline
GAMMA Investing LLC1,176$37.3K<0.01%-1,44613F-HRTimeline
High Point Wealth Management, LLC1,152$36.6K0.04%-1,13113F-HRTimeline
Steward Partners Investment Advisory, L…1,101$34.9K<0.01%-33913F-HRTimeline
Parkside Financial Bank & Trust1,016$32.2K<0.01%+30013F-HRTimeline
Employees Retirement System of Texas1,000$32K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC800$25K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC773$24.5K0.01%+813F-HRTimeline
WPG Advisers, LLC755$24K0.02%+13213F-HRTimeline
Owl Creek Wealth Partners LLC734$23.3K0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC714$23K<0.01%new13F-HR/ATimeline
Penserra Capital Management LLCin group Penserra Capital Management L…711$22K<0.01%+2113F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.680$21.6K<0.01%+65713F-HRTimeline
NVWM, LLC676$21.5K<0.01%013F-HRTimeline
True Wealth Design, LLC665$21.1K0.01%+60313F-HRTimeline
Salomon & Ludwin, LLC590$19K<0.01%+50713F-HRTimeline
MassMutual Private Wealth & Trust, FSB581$18.4K<0.01%+47513F-HRTimeline
SHP Wealth Management571$18.1K<0.01%+2313F-HRTimeline
ATWOOD & PALMER INC570$18.1K<0.01%013F-HRTimeline
Quent Capital, LLC544$17.3K<0.01%-9,46913F-HRTimeline
MATHER GROUP, LLC.531$16.9K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC525$16.7K<0.01%+30013F-HRTimeline
Arax Advisory Partners460$16.6K<0.01%-1,28213F-HRTimeline
NFSG Corp500$15.9K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC500$15.9K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.496$15.7K<0.01%+48113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC434$13K<0.01%+1613F-HRTimelineGroup
EASTERN BANK400$12.7K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.387$12.3K<0.01%+513F-HRTimeline
Harbor Asset Planning, Inc.379$12K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC358$11.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management314$9.97K<0.01%-52213F-HRTimelineGroup
Pacific Center for Financial Services280$8.89K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC271$8.6K<0.01%new13F-HRTimeline
Root Financial Partners, LLC258$8.19K<0.01%-7913F-HRTimeline
TSFG, LLC259$8K<0.01%+213F-HRTimeline
WealthCollab, LLC236$7.49K<0.01%-7113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp232$7.36K<0.01%+1213F-HRTimelineGroup
Bell Investment Advisors, Inc232$7.36K<0.01%+9313F-HRTimeline
AdvisorNet Financial, Inc224$7.11K<0.01%+21713F-HRTimeline
Basecamp Wealth Advisors LLC211$6.7K<0.01%+4013F-HRTimeline
Basepoint Wealth LLC208$6.6K<0.01%+313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…207$6.57K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC201$6.38K<0.01%-14413F-HRTimelineGroup
SITTNER & NELSON, LLC200$6.35K<0.01%013F-HRTimeline
Abound Wealth Management200$6.35K<0.01%-41613F-HRTimeline
CoreCap Advisors, LLC196$6.22K<0.01%+19113F-HRTimeline
BOKF, NAin group BOKF, NA181$5.75K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC172$5.46K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC171$5.43K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC167$5.3K<0.01%new13F-HRTimeline