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Disclosery

HRB BLOCK H & R INC

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Stock (common), issuer CIK 12659

548 managers (563 13F filers) reported a position in HRB shares at 2025-06-30, 123,598,361 shares in all. 55 filers opened a position and 61 filers sold out during the quarter.

Managers
548
13F filers
563
New
55
Added
197
Reduced
208
Sold out
61
Shares held by filers
123,598,361

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Advisors Asset Management, Inc.3,789$208K<0.01%-11213F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,685$202K<0.01%-53013F-HRTimelineGroup
Paladin Advisory Group, LLC3,584$197K0.15%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,487$191K<0.01%+8413F-HRTimelineGroup
KBC Group NVin group KBC Group NV3,387$186K<0.01%-2,39313F-HRTimelineGroup
STRS OHIO3,169$174K<0.01%new13F-HRTimeline
Financiere des Professionnels - Fonds d…2,955$162K0.01%new13F-HR/ATimeline
EMC Capital Management2,917$160K0.09%-2,59513F-HRTimeline
Arax Advisory Partners2,537$140K0.01%-4713F-HRTimeline
Medallion Wealth Advisors, LLC2,400$134K0.05%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,371$130K<0.01%-71713F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC2,358$129K0.05%new13F-HRTimeline
Center for Financial Planning, Inc.2,303$126K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,283$125K0.01%-14313F-HRTimeline
State of Wyoming2,250$124K0.02%+2,23413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,236$123K<0.01%+813F-HRTimelineGroup
GAMMA Investing LLC2,160$119K0.01%+65213F-HRTimeline
Independence Bank of Kentucky2,000$110K0.02%013F-HRTimeline
North Star Investment Management Corp.1,982$109K0.01%+113F-HRTimeline
Global Retirement Partners, LLC1,917$105K<0.01%13F-HRTimeline
Glenmede Investment Management, LP1,769$97.1K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…1,660$91.1K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,536$84.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,526$83.8K<0.01%+13413F-HRTimeline
Steward Partners Investment Advisory, L…1,491$81.8K<0.01%+47013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,470$80.7K0.03%-80013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,409$77K<0.01%+80513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,345$75K0.05%-12113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,359$74.6K<0.01%+32713F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,343$74K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,346$73.9K<0.01%-50113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,314$72.6K<0.01%-14413F-HR/ATimeline
Brooklyn Investment Group1,257$69K0.01%+74413F-HR/ATimeline
Smartleaf Asset Management LLC1,226$67.1K0.01%+51313F-HRTimeline
HM PAYSON & CO1,150$63.1K<0.01%013F-HRTimeline
Covestor Ltd1,113$61K0.04%-24313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,071$58.8K<0.01%+25513F-HRTimelineGroup
DANSKE BANK A/S1,018$55.9K<0.01%+81813F-HRTimeline
Employees Retirement System of Texas1,000$55K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…914$50.2K<0.01%+49713F-HRTimelineGroup
Bogart Wealth, LLC866$47.5K<0.01%+20013F-HRTimeline
Versant Capital Management, Inc821$45.1K0.01%+3613F-HRTimeline
SBI Securities Co., Ltd.820$45K<0.01%-2513F-HRTimeline
Archer Investment Corp800$43.9K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC800$43K0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…717$39K<0.01%+5613F-HRTimelineGroup
NVWM, LLC676$37.1K0.01%013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…657$36.1K0.06%new13F-HRTimelineGroup
SIGNATUREFD, LLC651$35.8K<0.01%+18613F-HRTimeline
WPG Advisers, LLC628$34.5K0.03%+61213F-HRTimeline
PrairieView Partners, LLC608$33K<0.01%013F-HRTimeline
ATWOOD & PALMER INC570$31.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust562$30.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management527$28.9K<0.01%-113F-HRTimelineGroup
MAI Capital Management506$27.8K<0.01%+45613F-HRTimeline
NFSG Corp500$27.4K<0.01%-5513F-HRTimeline
Operose Advisors LLC500$27.4K0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC500$27.4K0.01%013F-HRTimeline
Quarry LP470$25.8K0.01%-1,82013F-HRTimeline
Cherry Tree Wealth Management, LLC449$24.6K0.01%-7413F-HRTimeline
Lowe Wealth Advisors, LLC406$22.3K0.01%013F-HRTimeline
EASTERN BANK400$22K<0.01%-113F-HRTimeline
Harbor Asset Planning, Inc.379$20.8K0.02%13F-HRTimeline
GHP Investment Advisors, Inc.376$20.7K<0.01%-6513F-HRTimeline
Whipplewood Advisors, LLC354$19.4K0.01%+29713F-HRTimeline
Larson Financial Group LLC328$18K<0.01%+30413F-HRTimeline
Hillsdale Investment Management Inc.300$16.5K<0.01%new13F-HRTimeline
CENTRAL TRUST Co297$16.3K<0.01%013F-HRTimeline
Caitong International Asset Management …297$16.3K0.01%+25013F-HRTimeline
Pacific Center for Financial Services280$15.4K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.273$15K<0.01%+14013F-HRTimelineGroup
Rise Advisors, LLC272$14.9K0.01%+313F-HRTimeline
TSFG, LLC253$14K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.247$14K<0.01%+21913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Asset Dedication, LLC241$13.2K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC241$13K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …229$13K<0.01%+1913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB224$12.3K<0.01%+813F-HRTimeline
Clearstead Advisors, LLC218$12K<0.01%+21213F-HRTimeline
Abound Wealth Management200$11K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc180$9.88K<0.01%013F-HRTimeline
Grove Bank & Trust171$9.39K<0.01%+2013F-HRTimeline
GoalVest Advisory LLC170$9.33K<0.01%new13F-HRTimeline
FSA Wealth Management LLC167$9.17K<0.01%013F-HRTimeline
Hemington Wealth Management164$9K<0.01%+3613F-HRTimeline
Garde Capital, Inc.160$8.78K<0.01%013F-HRTimeline
WHITTIER TRUST CO146$8.01K<0.01%-14613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/140$7.68K<0.01%new13F-HR/ATimelineGroup
ATLAS CAPITAL ADVISORS INC.135$7.41K<0.01%013F-HRTimeline
Essential Partners LLC134$7.36K<0.01%13F-HRTimeline
Clearstead Trust, LLC124$6.81K<0.01%013F-HRTimeline
LRI Investments, LLC121$6.64K<0.01%013F-HRTimeline
Stephens Consulting, LLC118$6.48K<0.01%-2913F-HRTimeline
JFS WEALTH ADVISORS, LLC114$6.26K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…114$6.26K<0.01%+813F-HRTimelineGroup
Dogwood Wealth Management LLC108$5.97K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC104$5.71K<0.01%-10313F-HRTimeline
Rossby Financial, LCC98$5.38K<0.01%-22113F-HRTimeline
Pandora Wealth, Inc.96$5.27K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC89$4.93K<0.01%-45013F-HRTimeline
CURIO WEALTH, LLC86$4.72K<0.01%+8513F-HRTimeline
Legacy Investment Solutions, LLC79$4.34K<0.01%13F-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
First Horizon Advisors, Inc.76$4.17K<0.01%+6913F-HRTimeline
Fortitude Family Office, LLC72$3.95K<0.01%-113F-HRTimeline
Altshuler Shaham Ltd71$3.9K<0.01%-213F-HRTimeline
Clean Yield Group69$3.79K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC65$3.55K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC60$3.29K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.56$3.08K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC58$2.99K<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
Nova Wealth Management, Inc.50$2.75K<0.01%new13F-HRTimeline
Pineridge Advisors LLC50$2.73K<0.01%013F-HRTimeline
Binnacle Investments Inc45$2.47K<0.01%+2413F-HRTimeline
Financial Management Professionals, Inc.42$2.32K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA42$2.31K<0.01%-14,24513F-HRTimelineGroup
AMERIFLEX GROUP, INC.41$2.25K<0.01%new13F-HRTimeline
CVA Family Office, LLC41$2.25K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.38$2.09K<0.01%new13F-HRTimeline
CX Institutional28$2K<0.01%013F-HR/ATimeline
First Command Advisory Services, Inc.29$1.59K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.27$1.48K<0.01%-113F-HRTimeline
Aventura Private Wealth, LLC26$1.43K<0.01%-2413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.20$1.1K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC18$989<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC17$929<0.01%013F-HRTimeline
Cromwell Holdings LLC16$884<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.16$879<0.01%-1113F-HRTimeline
MASECO LLP13$713<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10$549<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc10$549<0.01%-20713F-HRTimeline
GPS Wealth Strategies Group, LLC10$549<0.01%+813F-HRTimeline
True Wealth Design, LLC10$549<0.01%+713F-HRTimeline
Parkworth Wealth Management, Inc.10$549<0.01%+513F-HRTimeline
Bay Harbor Wealth Management, LLC9$496<0.01%+613F-HRTimeline
HFM Investment Advisors, LLC9$494<0.01%+413F-HRTimeline
West Branch Capital LLC8$440<0.01%013F-HRTimeline
Sachetta, LLC6$330<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6$329<0.01%013F-HRTimeline
Rialto Wealth Management, LLC5$275<0.01%new13F-HRTimeline
NewSquare Capital LLC3$165<0.01%+313F-HRTimeline
Semmax Financial Advisors Inc.1$70<0.01%013F-HRTimeline
Bellwether Advisors, LLC1$55<0.01%013F-HRTimeline
ORG Partners LLC0$29<0.01%-613F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.