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Disclosery

HRB BLOCK H & R INC

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Stock (common), issuer CIK 12659

552 managers (564 13F filers) reported a position in HRB shares at 2025-03-31, 128,540,960 shares in all. 75 filers opened a position and 61 filers sold out during the quarter.

Managers
552
13F filers
564
New
75
Added
181
Reduced
213
Sold out
61
Shares held by filers
128,540,960

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,050$222K<0.01%-73013F-HRTimelineGroup
Thrive Wealth Management, LLC4,045$222K0.04%+513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,021$221K0.17%-37713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,013$220K<0.01%-3,69413F-HRTimeline
Belmont Capital, LLC4,000$220K0.04%013F-HRTimeline
HighPoint Advisor Group LLC3,580$218K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,110$217K0.02%013F-HRTimeline
Advisors Asset Management, Inc.3,901$214K<0.01%-5113F-HR/ATimeline
Valeo Financial Advisors, LLC3,871$213K0.01%new13F-HRTimeline
Compound Planning, Inc.3,860$212K0.01%new13F-HRTimeline
Next Level Private LLC3,806$209K0.08%new13F-HRTimeline
Eagle Bay Advisors LLC3,777$209K0.18%-55013F-HRTimeline
Corton Capital Inc.3,754$206K0.68%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd3,675$202K<0.01%new13F-HRTimelineGroup
Paladin Advisory Group, LLC3,584$197K0.16%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,403$186K<0.01%+75713F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC3,237$178K0.01%-101,38013F-HRTimelineGroup
Allworth Financial LP3,022$178K<0.01%-94613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding3,204$174K-99,778Timeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,088$170K<0.01%+6113F-HRTimelineGroup
Arax Advisory Partners2,584$142K0.01%-17113F-HRTimeline
PRIVATE TRUST CO NA2,426$133K0.01%+14313F-HRTimeline
Center for Financial Planning, Inc.2,303$126K0.02%013F-HRTimeline
Quarry LP2,290$126K0.03%-1,41013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,270$125K0.05%+2,20013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,228$122K<0.01%-37813F-HRTimelineGroup
Lindbrook Capital, LLC2,166$119K0.01%+50713F-HRTimeline
Independence Bank of Kentucky2,000$110K0.02%013F-HRTimeline
North Star Investment Management Corp.1,981$109K0.01%+113F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD1,700$93.3K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,660$91.2K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,536$84.3K<0.01%+15513F-HRTimeline
GAMMA Investing LLC1,508$82.8K0.01%+85013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC1,458$80.6K<0.01%-74213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,466$80.5K0.06%-2413F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,446$79.4K-63,800Timeline
Parallel Advisors, LLC1,392$76.4K<0.01%+8513F-HRTimeline
Covestor Ltd1,356$75K0.05%+24313F-HRTimeline
HM PAYSON & CO1,150$63.1K<0.01%013F-HRTimeline
Continuum Advisory, LLC1,080$59.3K0.01%-8513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,032$56.7K<0.01%-38513F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,021$56.1K<0.01%+61713F-HRTimeline
SBI Securities Co., Ltd.845$46.4K<0.01%-2213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding830$45.6K-18,444Timeline
ASSETMARK, INCin group ASSETMARK, INC816$44.8K<0.01%+8713F-HRTimelineGroup
Archer Investment Corp800$43.9K0.01%013F-HRTimeline
Versant Capital Management, Inc785$43.1K0.01%-4913F-HRTimeline
VALLEY NATIONAL ADVISERS INC800$43K0.01%-2713F-HRTimeline
MATHER GROUP, LLC.710$39K<0.01%+13513F-HRTimeline
Smartleaf Asset Management LLC713$38.6K<0.01%+5613F-HRTimeline
NVWM, LLC676$37.1K0.01%013F-HRTimeline
Bogart Wealth, LLC666$36.6K<0.01%+20013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…661$36K<0.01%+2813F-HRTimelineGroup
PrairieView Partners, LLC608$33K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.604$33K<0.01%-3613F-HRTimeline
ATWOOD & PALMER INC570$31.3K<0.01%013F-HRTimeline
Quent Capital, LLC567$31.1K<0.01%+113F-HRTimeline
Parkside Financial Bank & Trust562$30.9K<0.01%013F-HRTimeline
NFSG Corp555$30.5K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management528$29K<0.01%-413F-HRTimelineGroup
Cherry Tree Wealth Management, LLC523$28.7K0.01%+7413F-HRTimeline
Darwin Wealth Management, LLC539$28.5K0.01%013F-HRTimeline
Brooklyn Investment Group513$28.2K0.01%+21513F-HRTimeline
Tanglewood Legacy Advisors, LLC500$27.5K0.01%013F-HRTimeline
SVB WEALTH LLC475$26.1K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC465$25.6K<0.01%-1,95013F-HRTimeline
GHP Investment Advisors, Inc.441$24.2K<0.01%+313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…417$22.9K<0.01%+14213F-HRTimelineGroup
Lowe Wealth Advisors, LLC406$22.3K0.01%013F-HRTimeline
EASTERN BANK401$22K<0.01%013F-HRTimeline
Rossby Financial, LCC319$19K0.01%new13F-HRTimeline
Whipplewood Advisors, LLC57$18.8K0.01%-25513F-HRTimeline
CENTRAL TRUST Co297$16.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO292$16K<0.01%013F-HRTimeline
Pacific Center for Financial Services280$15.4K<0.01%013F-HRTimeline
Rise Advisors, LLC269$14.8K0.01%-13113F-HRTimeline
Asset Dedication, LLC241$13.2K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC241$13.2K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …210$12K<0.01%-6013F-HRTimelineGroup
AdvisorNet Financial, Inc217$11.9K<0.01%-813F-HRTimeline
MassMutual Private Wealth & Trust, FSB216$11.9K<0.01%-1513F-HRTimeline
MOTCO210$11.5K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC207$11.4K0.01%-6413F-HRTimeline
Wayfinding Financial, LLC206$11K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.200$11K0.01%013F-HRTimeline
DANSKE BANK A/S200$11K<0.01%013F-HRTimeline
Abound Wealth Management200$11K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc180$9.88K<0.01%+913F-HRTimeline
FSA Wealth Management LLC167$9.17K<0.01%013F-HRTimeline
Garde Capital, Inc.160$8.79K<0.01%new13F-HRTimeline
Grove Bank & Trust151$8.29K<0.01%+9313F-HRTimeline
Stephens Consulting, LLC147$8.07K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC143$7.85K<0.01%+13913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.135$7.41K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.133$7.3K<0.01%new13F-HRTimelineGroup
Hemington Wealth Management128$7K<0.01%+5313F-HRTimeline
Clearstead Trust, LLC124$6.81K<0.01%new13F-HRTimeline
LRI Investments, LLC121$6.64K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC114$6.26K<0.01%-1613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$5.82K<0.01%+4913F-HRTimelineGroup
CURIO WEALTH, LLC1$4.54K0.03%-8513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…79$4.34K<0.01%013F-HRTimelineGroup
WealthCollab, LLC78$4.28K<0.01%013F-HRTimeline
Altshuler Shaham Ltd73$4.01K<0.01%+213F-HRTimeline
Fortitude Family Office, LLC73$4.01K<0.01%013F-HRTimeline
Clean Yield Group69$3.79K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC64$3.53K<0.01%013F-HRTimeline
McIlrath & Eck, LLC60$3.29K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.56$3.08K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…53$2.91K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL52$2.85K<0.01%013F-HRTimeline
MAI Capital Management50$2.75K<0.01%-4513F-HRTimeline
Aventura Private Wealth, LLC50$2.75K<0.01%013F-HRTimeline
Pineridge Advisors LLC50$2.73K<0.01%new13F-HRTimeline
Caitong International Asset Management …47$2.58K<0.01%-16413F-HRTimeline
Headlands Technologies LLC43$2.36K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.42$2.31K<0.01%013F-HRTimeline
CVA Family Office, LLC41$2.25K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.28$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CX Institutional28$2K<0.01%new13F-HRTimeline
Horizon Investments, LLC29$1.59K<0.01%-3813F-HRTimeline
First Command Advisory Services, Inc.29$1.59K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.28$1.54K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.27$1.48K<0.01%013F-HRTimeline
Larson Financial Group LLC24$1.32K<0.01%+313F-HRTimeline
Global Financial Private Client, LLC24$1.32K<0.01%+1713F-HRTimeline
Binnacle Investments Inc21$1.15K<0.01%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.20$1.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC17$1.01K<0.01%+713F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT18$1K<0.01%013F-HRTimeline
State of Wyoming16$879<0.01%+513F-HRTimeline
WPG Advisers, LLC16$879<0.01%new13F-HRTimeline
Greenline Partners, LLC12$659<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10$550<0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC10$550<0.01%new13F-HRTimeline
West Branch Capital LLC8$440<0.01%013F-HRTimeline
First Horizon Advisors, Inc.7$384<0.01%013F-HRTimeline
ORG Partners LLC6$367<0.01%013F-HRTimeline
Clearstead Advisors, LLC6$330<0.01%-213F-HRTimeline
Sachetta, LLC6$330<0.01%-713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6$329<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.5$275<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$275<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC3$165<0.01%new13F-HRTimeline
True Wealth Design, LLC3$165<0.01%-2313F-HRTimeline
GPS Wealth Strategies Group, LLC2$110<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.1$73<0.01%013F-HRTimeline
Bellwether Advisors, LLC1$55<0.01%013F-HRTimeline
Hexagon Capital Partners LLC1$55<0.01%-2813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,41413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NewSquare Capital LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Bruce G. Allen Investments, LLC0$00%-1813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.