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Disclosery

HRB BLOCK H & R INC

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Stock (common), issuer CIK 12659

535 managers (549 13F filers) reported a position in HRB shares at 2024-12-31, 126,293,747 shares in all. 60 filers opened a position and 67 filers sold out during the quarter.

Managers
535
13F filers
549
New
60
Added
212
Reduced
168
Sold out
67
Shares held by filers
126,293,747

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Empirical Financial Services, LLC d.b.a…3,853$204K0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,846$203K0.01%+27413F-HRTimeline
Plato Investment Management Ltd3,814$202K0.01%+3,65013F-HRTimeline
LECAP ASSET MANAGEMENT LTD3,796$201K0.05%-22,64713F-HRTimeline
Quarry LP3,700$196K0.04%new13F-HRTimeline
Paladin Advisory Group, LLC3,584$189K0.15%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,027$160K<0.01%+9813F-HRTimelineGroup
Arax Advisory Partners2,755$146K0.01%+1,45513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,646$144K<0.01%+26313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,606$138K<0.01%+14813F-HRTimelineGroup
SIGNATUREFD, LLC2,415$128K<0.01%+1313F-HRTimeline
Center for Financial Planning, Inc.2,303$122K0.02%013F-HRTimeline
PRIVATE TRUST CO NA2,283$121K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,200$117K<0.01%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mendota Financial Group, LLC2,199$116K0.08%new13F-HRTimeline
Independence Bank of Kentucky2,000$106K0.02%new13F-HRTimeline
North Star Investment Management Corp.1,980$105K0.01%+113F-HRTimeline
Federation des caisses Desjardins du Qu…1,660$87.7K<0.01%013F-HRTimeline
Lindbrook Capital, LLC1,659$87.7K0.01%013F-HRTimeline
Kapitalo Investimentos Ltda1,614$85.3K0.06%new13F-HRTimeline
GeoWealth Management, LLC1,612$85.2K<0.01%+75013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,520$80.3K<0.01%+1,42813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,490$77.7K0.05%+1413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,417$74.9K<0.01%+7213F-HRTimelineGroup
Geneos Wealth Management Inc.1,413$74.7K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,381$73K<0.01%-1,28013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,378$72.8K0.01%+10413F-HRTimeline
Parallel Advisors, LLC1,307$69.1K<0.01%-11913F-HRTimeline
Continuum Advisory, LLC1,165$61.6K0.01%+5013F-HRTimeline
HM PAYSON & CO1,150$60.8K<0.01%013F-HRTimeline
Covestor Ltd1,113$59K0.04%-10513F-HRTimeline
SBI Securities Co., Ltd.867$45.8K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…838$44.3K0.01%+28913F-HRTimeline
Versant Capital Management, Inc834$44.1K0.01%+5613F-HRTimeline
VALLEY NATIONAL ADVISERS INC827$43K0.01%+2713F-HRTimeline
Archer Investment Corp800$42.3K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC729$38.5K<0.01%-56813F-HRTimelineGroup
Venturi Wealth Management, LLC679$35.9K<0.01%-6613F-HRTimeline
NVWM, LLC676$35.7K0.01%013F-HRTimeline
GAMMA Investing LLC658$34.8K<0.01%+25813F-HRTimeline
Smartleaf Asset Management LLC657$34.3K<0.01%+14613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.640$34K<0.01%+313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…633$33K<0.01%-1413F-HRTimelineGroup
PrairieView Partners, LLC608$32K<0.01%013F-HRTimeline
MATHER GROUP, LLC.575$30.4K<0.01%013F-HRTimeline
ATWOOD & PALMER INC570$30.1K<0.01%013F-HRTimeline
Quent Capital, LLC566$29.9K<0.01%-22,49013F-HRTimeline
Parkside Financial Bank & Trust562$29.7K<0.01%+4713F-HRTimeline
NFSG Corp555$29.3K0.01%new13F-HRTimeline
Darwin Wealth Management, LLC539$28.5K0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management532$28.1K<0.01%new13F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.500$26.6K0.03%13F-HRTimeline
Tanglewood Legacy Advisors, LLC500$26.4K0.01%013F-HRTimeline
Bogart Wealth, LLC466$24.6K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC449$23.7K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.438$23.2K<0.01%+213F-HRTimeline
Lowe Wealth Advisors, LLC406$21.5K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…404$21.3K<0.01%013F-HRTimeline
EASTERN BANK401$21.2K<0.01%+113F-HRTimeline
Rise Advisors, LLC400$21.1K0.01%+213F-HRTimeline
LEE DANNER & BASS INC400$21.1K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC362$19.1K<0.01%+28213F-HRTimeline
Coppell Advisory Solutions LLC353$18.4K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC312$16.5K0.01%13F-HRTimeline
Brooklyn Investment Group298$15.7K<0.01%+413F-HRTimeline
CENTRAL TRUST Co297$15.7K<0.01%-2013F-HRTimeline
WHITTIER TRUST CO292$15.4K<0.01%013F-HRTimeline
Pacific Center for Financial Services280$14.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…275$14.5K<0.01%+10013F-HRTimelineGroup
Park Square Financial Group, LLC271$14.3K0.01%13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …270$14K<0.01%-8,34413F-HRTimelineGroup
Asset Dedication, LLC241$12.7K<0.01%+22513F-HRTimeline
MassMutual Private Wealth & Trust, FSB231$12.2K<0.01%+6313F-HRTimeline
Wood Tarver Financial Group, LLC241$12K<0.01%13F-HRTimeline
AdvisorNet Financial, Inc225$11.9K<0.01%+913F-HRTimeline
Caitong International Asset Management …211$11.1K0.01%13F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.200$10.6K<0.01%013F-HRTimeline
DANSKE BANK A/S200$10.6K<0.01%-1,30013F-HRTimeline
Abound Wealth Management200$10.6K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc171$9.04K<0.01%-713F-HRTimeline
FSA Wealth Management LLC167$8.82K<0.01%013F-HRTimeline
LGT Financial Advisors LLC167$8.82K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.135$7.13K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC130$6.87K<0.01%-3613F-HRTimeline
Legend Financial Advisors, Inc.123$6.5K<0.01%new13F-HRTimeline
LRI Investments, LLC121$6.39K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT111$5.87K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors104$5.5K<0.01%new13F-HRTimelineGroup
MAI Capital Management95$5.02K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC86$4.54K<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC79$4.21K<0.01%-7913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…79$4.21K<0.01%-7913F-HRTimelineGroup
WealthCollab, LLC78$4.12K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC75$3.96K<0.01%013F-HRTimeline
Fortitude Family Office, LLC73$3.86K<0.01%+2113F-HRTimeline
Altshuler Shaham Ltd71$3.75K<0.01%+1313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…70$3.72K<0.01%+2513F-HRTimeline
Clean Yield Group69$3.65K<0.01%-913F-HRTimeline
Horizon Investments, LLC67$3.54K<0.01%-2313F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC64$3.38K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC60$3.17K<0.01%013F-HRTimeline
Grove Bank & Trust58$3.06K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…57$3.01K<0.01%013F-HRTimelineGroup
Hemington Wealth Management75$3K<0.01%+2613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…53$2.8K<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL52$2.75K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC50$2.64K<0.01%13F-HRTimeline
Financial Management Professionals, Inc.42$2.22K<0.01%013F-HRTimeline
CVA Family Office, LLC41$2.17K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC29$1.53K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC27$1.43K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.27$1.43K<0.01%-413F-HRTimeline
DiNuzzo Private Wealth, Inc.27$1.43K<0.01%013F-HRTimeline
True Wealth Design, LLC26$1.37K<0.01%-70913F-HRTimeline
Larson Financial Group LLC21$1.11K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.20$1.06K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT18$1K<0.01%013F-HR/ATimeline
Bruce G. Allen Investments, LLC18$951<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.15$8030.07%new13F-HRTimeline
Sachetta, LLC13$688<0.01%+713F-HRTimeline
State of Wyoming11$581<0.01%+213F-HRTimeline
Cornerstone Planning Group LLC10$544<0.01%013F-HRTimeline
WR Wealth Planners, LLC9$476<0.01%-27813F-HRTimeline
West Branch Capital LLC8$423<0.01%013F-HRTimeline
Clearstead Advisors, LLC8$397<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.7$370<0.01%013F-HRTimeline
Global Financial Private Client, LLC7$370<0.01%new13F-HRTimeline
ORG Partners LLC6$344<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$265<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.5$264<0.01%13F-HRTimeline
CoreCap Advisors, LLC4$211<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.1$66<0.01%-3113F-HRTimeline
Golden State Wealth Management, LLC1$58<0.01%13F-HRTimeline
Bellwether Advisors, LLC1$53<0.01%new13F-HRTimeline
REAP Financial Group, LLC1$46<0.01%new13F-HRTimeline