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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 2026-06-30, 127,923,041 shares in all. 122 filers opened a position and 67 filers sold out during the quarter.

Managers
530
13F filers
543
New
122
Added
195
Reduced
142
Sold out
67
Shares held by filers
127,923,041

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.1,204$45.8K<0.01%new13F-HRTimelineGroup
High Point Wealth Management, LLC1,168$44.5K0.04%+1613F-HRTimeline
Corsicana & Co.1,050$40K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,040$39.6K0.01%+26713F-HRTimeline
Clearstead Advisors, LLC1,027$39.1K<0.01%+98713F-HRTimeline
Employees Retirement System of Texas1,000$38K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust984$37.5K<0.01%-3213F-HRTimeline
Steward Partners Investment Advisory, L…936$35.6K<0.01%-16513F-HRTimeline
MassMutual Private Wealth & Trust, FSB895$34.1K<0.01%+31413F-HRTimeline
Quent Capital, LLC849$32.3K<0.01%+30513F-HRTimeline
QVIDTVM Management LLC844$32.1K0.04%-22,41113F-HRTimeline
VALLEY NATIONAL ADVISERS INC800$30.5K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC714$27.5K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB700$26.7K<0.01%new13F-HRTimeline
Leonteq Securities AG700$26.7K<0.01%-2,01813F-HRTimeline
WPG Advisers, LLC692$26.4K0.02%-6313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.671$25.6K<0.01%-913F-HRTimeline
SHP Wealth Management636$24.2K<0.01%+6513F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…641$24K<0.01%-7013F-HRTimelineGroup
Owl Creek Wealth Partners LLC624$23.8K0.01%-11013F-HRTimeline
WealthCollab, LLC613$23.3K0.01%+37713F-HRTimeline
Salomon & Ludwin, LLC590$23.2K<0.01%013F-HRTimeline
IFP Advisors, Inc604$23K<0.01%-58513F-HRTimeline
CENTRAL TRUST Co603$23K<0.01%+55813F-HRTimeline
ATWOOD & PALMER INC570$21.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC558$21K<0.01%+12413F-HRTimelineGroup
MATHER GROUP, LLC.531$20.2K<0.01%013F-HRTimeline
Fulcrum Asset Management LLP502$19.2K<0.01%new13F-HRTimeline
NFSG Corp500$19K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC500$19K0.01%013F-HRTimeline
Nemes Rush Group LLC500$19K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.480$18.3K<0.01%new13F-HRTimeline
Manchester Capital Management LLC403$15.3K<0.01%+39813F-HRTimeline
EASTERN BANK400$15.2K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.392$14.9K<0.01%+513F-HRTimeline
Harbor Asset Planning, Inc.379$14.4K0.01%013F-HRTimeline
SJS Investment Consulting Inc.374$14.2K<0.01%+27613F-HRTimeline
Basecamp Wealth Advisors LLC359$13.7K<0.01%+14813F-HRTimeline
Cherry Tree Wealth Management, LLC358$13.6K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…357$13.6K<0.01%+15013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management314$12K<0.01%013F-HRTimelineGroup
Oakmont Advisory Group, LLC309$11.8K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc302$11.5K<0.01%+7013F-HRTimeline
Private Wealth Asset Management, LLC300$11.4K<0.01%-22513F-HRTimeline
Continuum Advisory, LLC292$11.1K<0.01%new13F-HRTimeline
Pacific Center for Financial Services280$10.7K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC271$10.3K<0.01%013F-HRTimeline
TSFG, LLC263$10K<0.01%+413F-HRTimeline
AdvisorNet Financial, Inc228$8.68K<0.01%+413F-HRTimeline
LRI Investments, LLC216$8.23K<0.01%+7313F-HRTimeline
Basepoint Wealth LLC211$8.02K<0.01%+313F-HRTimeline
SITTNER & NELSON, LLC200$7.62K<0.01%013F-HRTimeline
Abound Wealth Management200$7.62K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.193$7.35K<0.01%new13F-HR/ATimeline
Dogwood Wealth Management LLC180$6.85K<0.01%+10913F-HRTimeline
North Star Investment Management Corp.178$6.8K<0.01%-1,80813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…165$6.49K<0.01%-6,81013F-HRTimeline
Wilkerson Advisory Group LLC167$6.36K<0.01%013F-HRTimeline
Sachetta, LLC142$5.41K<0.01%-613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/140$5.33K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…139$5.29K<0.01%+2313F-HRTimeline
Geneos Wealth Management Inc.133$5.07K<0.01%013F-HRTimeline
McMillan Office, Inc.130$4.95K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…125$4.76K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC121$4.61K<0.01%013F-HRTimeline
High Note Wealth, LLC118$4.49K<0.01%+1513F-HRTimeline
Grove Bank & Trust113$4.3K<0.01%013F-HRTimeline
Avion Wealth124$4K<0.01%+6713F-HRTimeline
Darwin Wealth Management, LLC94$3.6K<0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC88$3.35K<0.01%-11313F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS85$3.2K<0.01%new13F-HRTimeline
Bare Financial Services, Inc82$3.12K<0.01%+4313F-HRTimeline
JFS WEALTH ADVISORS, LLC81$3.08K<0.01%-113F-HRTimeline
CVA Family Office, LLC76$2.89K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC73$2.78K<0.01%+5213F-HR/ATimeline
RICHARDSON FINANCIAL SERVICES INC.70$2.67K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC67$2.55K<0.01%+2913F-HRTimeline
Blume Capital Management, Inc.66$2.51K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp64$2.44K<0.01%-16813F-HRTimelineGroup
Kilter Group LLC64$2.44K<0.01%-113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…53$2.02K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL52$1.98K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC51$1.96K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.48$1.83K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC46$1.75K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.46$1.75K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.42$1.62K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…39$1.49K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC36$1.37K<0.01%-16013F-HRTimeline
Cornerstone Planning Group LLC33$1.3K<0.01%+2313F-HRTimeline
Principia Wealth Advisory, LLC34$1.29K<0.01%+2913F-HRTimeline
Torren Management, LLC33$1.26K<0.01%013F-HRTimeline
Fortitude Family Office, LLC28$1.07K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP19$1K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC17$1K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC15$1K<0.01%new13F-HR/ATimeline
Synergy Investment Management, LLC21$991<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC26$990<0.01%013F-HRTimeline
Cromwell Holdings LLC24$924<0.01%013F-HRTimeline
Sunrise Financial Services, LLC23$876<0.01%013F-HRTimeline
Dunhill Financial, LLC23$875<0.01%-313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20$779<0.01%+313F-HRTimelineGroup
Rossby Financial, LCC20$762<0.01%-2113F-HRTimeline
Trifecta Capital Advisors, LLC17$648<0.01%new13F-HRTimeline
Creative Capital Management Investments…17$647<0.01%new13F-HRTimeline
Asset Dedication, LLC16$610<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.16$610<0.01%new13F-HRTimeline
Planning Strategies Inc.15$571<0.01%13F-HRTimeline
Hughes Financial Services, LLC13$495<0.01%+713F-HRTimeline
DiNuzzo Private Wealth, Inc.12$457<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$381<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10$381<0.01%-2213F-HR/ATimeline
WEST PACES ADVISORS INC.9$343<0.01%new13F-HRTimeline
FIRST HORIZON CORP7$267<0.01%013F-HRTimeline
Quaker Wealth Management, LLC7$267<0.01%-213F-HRTimeline
Cassaday & Co Wealth Management LLC7$267<0.01%-7313F-HRTimeline
Mosley Wealth Management7$267<0.01%new13F-HRTimeline
Cordant, Inc.7$259<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC6$228<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC5$191<0.01%+413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5$190<0.01%013F-HRTimelineGroup
IFG Advisory, LLC4$152<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC3$119<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC3$114<0.01%-413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2$77<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$39<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$38<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…0$24<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Navigoe, LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.