Skip to content
Disclosery

HRB BLOCK H & R INC

Follow

Stock (common), issuer CIK 12659

530 managers (543 13F filers) reported a position in HRB shares at 2025-09-30, 119,432,316 shares in all. 79 filers opened a position and 92 filers sold out during the quarter.

Managers
530
13F filers
543
New
79
Added
169
Reduced
195
Sold out
92
Shares held by filers
119,432,316

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Global Retirement Partners, LLC1,672$84.6K<0.01%-24513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,571$79.4K<0.01%+21213F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,503$76K<0.01%-86813F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,500$75.8K<0.01%+913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,490$75.3K<0.01%-92,70713F-HRTimelineGroup
GROUP ONE TRADING LLC1,468$74.2K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,419$71.8K<0.01%-10713F-HRTimeline
Covestor Ltd1,399$71K0.04%+28613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,396$70.6K<0.01%+48213F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,357$69K<0.01%+1413F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,347$68K<0.01%+1,10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC1,338$67.7K<0.01%+11213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,314$67K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,285$65K0.04%-6013F-HRTimeline
PRIVATE TRUST CO NA1,163$58.8K0.01%-1,12013F-HRTimeline
HM PAYSON & CO1,150$58.2K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC1,136$57.4K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,133$57.3K<0.01%new13F-HRTimeline
Corsicana & Co.1,050$53.1K0.03%13F-HRTimeline
Versant Capital Management, Inc1,042$52.7K0.01%+22113F-HRTimeline
Employees Retirement System of Texas1,000$51K<0.01%013F-HRTimeline
DANSKE BANK A/S900$45.5K<0.01%-11813F-HR/ATimeline
Bogart Wealth, LLC886$44.8K<0.01%+2013F-HRTimeline
SBI Securities Co., Ltd.871$44K<0.01%+5113F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC860$43.5K<0.01%-3,39513F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding830$42K-18,403Timeline
ASSETMARK, INCin group ASSETMARK, INC805$40.7K<0.01%-26613F-HRTimelineGroup
Archer Investment Corp800$40.5K0.01%013F-HRTimeline
Wealthspire Advisors, LLC786$39.8K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…725$36K<0.01%+813F-HRTimelineGroup
MATHER GROUP, LLC.685$34.6K<0.01%new13F-HRTimeline
NVWM, LLC676$34.2K0.01%013F-HRTimeline
WPG Advisers, LLC665$33.6K0.03%+3713F-HRTimeline
ATWOOD & PALMER INC570$28.8K<0.01%013F-HRTimeline
Quent Capital, LLC541$27.3K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust532$26.9K<0.01%-3013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management519$26.2K<0.01%-813F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.514$26K<0.01%-89513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management513$25.9K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC511$25.8K<0.01%+29313F-HRTimeline
MAI Capital Management504$25.5K<0.01%-213F-HRTimeline
NFSG Corp500$25.3K<0.01%013F-HRTimeline
Operose Advisors LLC500$25.3K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC500$25.3K0.01%013F-HRTimeline
SIGNATUREFD, LLC463$23.4K<0.01%-18813F-HRTimeline
Larson Financial Group LLC428$21.6K<0.01%+10013F-HRTimeline
Lowe Wealth Advisors, LLC406$20.5K0.01%013F-HRTimeline
EASTERN BANK400$20.2K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.379$19.2K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.379$19.2K<0.01%+313F-HRTimeline
Cherry Tree Wealth Management, LLC358$18.1K<0.01%-9113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.342$17.3K<0.01%+6913F-HRTimelineGroup
Root Financial Partners, LLC339$17.1K<0.01%new13F-HRTimeline
Manchester Capital Management LLC325$16.4K<0.01%new13F-HRTimeline
WHITTIER TRUST CO314$16.3K<0.01%+16813F-HRTimeline
CENTRAL TRUST Co297$15K<0.01%013F-HRTimeline
Pacific Center for Financial Services280$14.2K<0.01%013F-HRTimeline
Rise Advisors, LLC274$13.8K<0.01%+213F-HRTimeline
TSFG, LLC255$13K<0.01%+213F-HRTimeline
Asset Dedication, LLC241$12.2K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …229$12K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC200$10.1K<0.01%new13F-HRTimeline
Abound Wealth Management200$10.1K<0.01%013F-HRTimeline
True Wealth Design, LLC178$9K<0.01%+16813F-HRTimeline
GoalVest Advisory LLC170$8.6K<0.01%013F-HRTimeline
FSA Wealth Management LLC167$8.45K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB158$7.99K<0.01%-6613F-HRTimeline
Bell Investment Advisors, Inc147$7.43K<0.01%-3313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/140$7.08K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.133$6.73K<0.01%-1,21313F-HRTimeline
LRI Investments, LLC121$6.12K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…119$6.02K<0.01%+513F-HRTimelineGroup
Hemington Wealth Management126$6K<0.01%-3813F-HRTimeline
JFS WEALTH ADVISORS, LLC113$5.71K<0.01%-113F-HRTimeline
Grove Bank & Trust113$5.71K<0.01%-5813F-HRTimeline
WealthCollab, LLC100$5.06K<0.01%+2213F-HRTimeline
Darwin Wealth Management, LLC90$4.57K<0.01%+113F-HRTimeline
Rossby Financial, LCC86$4.4K<0.01%-1213F-HRTimeline
CURIO WEALTH, LLC86$4.35K<0.01%013F-HRTimeline
COUNTRY TRUST BANK85$4.3K<0.01%new13F-HRTimeline
Binnacle Investments Inc84$4.25K<0.01%+3913F-HRTimeline
Altshuler Shaham Ltd82$4.15K<0.01%+1113F-HRTimeline
Salomon & Ludwin, LLC79$4.09K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…79$4K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC72$3.64K<0.01%013F-HRTimeline
McIlrath & Eck, LLC60$3.03K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…53$2.68K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL52$2.63K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…51$2.58K<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.50$2.53K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.42$2.14K<0.01%013F-HRTimeline
CVA Family Office, LLC41$2.07K<0.01%013F-HRTimeline
Clean Yield Group37$1.87K<0.01%-3213F-HRTimeline
Wealth Watch Advisors, INC30$1.52K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.29$1.47K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.29$1.47K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC26$1.31K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.25$1.26K<0.01%-213F-HRTimeline
LANARK FINANCIAL, INC.24$1.21K<0.01%new13F-HRTimeline
Heartwood Wealth Advisors LLC22$1.11K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.20$1.01K<0.01%013F-HRTimeline
CX Institutional28$1K<0.01%013F-HRTimeline
Cloud Capital Management, LLC24$1K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC19$964<0.01%+213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC19$961<0.01%-4613F-HRTimeline
Cromwell Holdings LLC16$816<0.01%013F-HRTimeline
SJS Investment Consulting Inc.16$810<0.01%013F-HRTimeline
Key Financial Inc14$716<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10$506<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC10$506<0.01%013F-HRTimeline
Palisade Asset Management, LLC9$456<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC8$407<0.01%-113F-HRTimeline
West Branch Capital LLC8$405<0.01%013F-HRTimeline
FIRST HORIZON CORP7$354<0.01%13F-HRTimeline
Turning Point Benefit Group, Inc.6$306<0.01%new13F-HRTimeline
Sachetta, LLC6$304<0.01%013F-HRTimeline
American Capital Advisory, LLC6$304<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC6$304<0.01%+113F-HRTimeline
Tortoise Investment Management, LLC6$303<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6$303<0.01%013F-HRTimeline
HFM Investment Advisors, LLC6$303<0.01%-313F-HRTimeline
CoreCap Advisors, LLC5$253<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc4$202<0.01%-613F-HRTimeline
Clearstead Trust, LLC2$102<0.01%-12213F-HRTimeline
S&T Bank/PA2$101<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2$101<0.01%new13F-HR/ATimelineGroup
Principia Wealth Advisory, LLC1$51<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC0$27<0.01%-10813F-HRTimelineAmount filed as zero, left out of ratios.
ORG Partners LLC0$26<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth10$00%new13F-HRTimelineValue filed as zero, left out of ratios.