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Disclosery

HRB BLOCK H & R INC

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Stock (common), issuer CIK 12659

498 managers (508 13F filers) reported a position in HRB shares at 2025-12-31, 117,472,879 shares in all. 55 filers opened a position and 100 filers sold out during the quarter.

Managers
498
13F filers
508
New
55
Added
153
Reduced
202
Sold out
100
Shares held by filers
117,472,879

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SHP Wealth Management548$23.9K<0.01%13F-HRTimeline
GROUP ONE TRADING LLC517$22.5K<0.01%-95113F-HRTimeline
NFSG Corp500$21.8K<0.01%013F-HRTimeline
Operose Advisors LLC500$21.8K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC500$21.8K0.01%013F-HRTimeline
Clearstead Advisors, LLC435$19K<0.01%-7613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC418$18K<0.01%-2,47713F-HRTimelineGroup
Larson Financial Group LLC410$17.9K<0.01%-1813F-HRTimeline
Torren Management, LLC408$17.8K0.01%13F-HRTimeline
EASTERN BANK400$17.4K<0.01%013F-HRTimeline
Elyxium Wealth, LLC398$17.3K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.382$16.6K<0.01%+313F-HRTimeline
Harbor Asset Planning, Inc.379$16.5K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC358$15.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC345$15K<0.01%-46013F-HRTimelineGroup
Root Financial Partners, LLC337$14.7K<0.01%-213F-HRTimeline
Pacific Center for Financial Services280$14.2K<0.01%013F-HRTimeline
WealthCollab, LLC307$13.4K0.01%+20713F-HRTimeline
CENTRAL TRUST Co297$12.9K<0.01%013F-HRTimeline
Manchester Capital Management LLC265$11.5K<0.01%-6013F-HRTimeline
TSFG, LLC257$11K<0.01%+213F-HRTimeline
Asset Dedication, LLC241$10.5K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC225$9.81K<0.01%+2513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp220$9.59K<0.01%+21013F-HRTimelineGroup
Clearstead Trust, LLC220$9.59K<0.01%+21813F-HRTimeline
Basepoint Wealth LLC205$8.97K0.01%new13F-HRTimeline
Versant Capital Management, Inc189$8.24K<0.01%-85313F-HRTimeline
Keating Financial Advisory Services, In…182$7.93K<0.01%13F-HRTimeline
Park Square Financial Group, LLC147$7.77K0.05%new13F-HRTimeline
Basecamp Wealth Advisors LLC171$7.45K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…167$7.34K<0.01%+11613F-HRTimelineGroup
SITTNER & NELSON, LLC200$6.58K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.148$6.45K<0.01%new13F-HRTimeline
WHITTIER TRUST CO146$6.35K<0.01%-16813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/140$6.1K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc139$6.06K<0.01%-813F-HRTimeline
Quarry LP137$5.97K<0.01%-2,74613F-HRTimeline
JFS WEALTH ADVISORS, LLC136$5.94K<0.01%+2313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.135$5.88K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.133$5.8K<0.01%013F-HRTimeline
McMillan Office, Inc.130$5.67K<0.01%13F-HRTimeline
Rossby Financial, LCC128$5.58K<0.01%+4213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…125$5.45K<0.01%+613F-HRTimelineGroup
LRI Investments, LLC121$5.27K<0.01%013F-HRTimeline
Grove Bank & Trust113$4.92K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB106$4.62K<0.01%-5213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST95$4.14K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC91$3.97K<0.01%+113F-HRTimeline
CURIO WEALTH, LLC86$3.74K<0.01%013F-HRTimeline
COUNTRY TRUST BANK85$3.7K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC83$3.63K<0.01%+413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…79$3.44K<0.01%013F-HRTimelineGroup
Turning Point Benefit Group, Inc.66$2.88K<0.01%+6013F-HRTimeline
SJS Investment Consulting Inc.65$2.83K<0.01%+4913F-HRTimeline
True Wealth Design, LLC62$2.7K<0.01%-11613F-HRTimeline
McIlrath & Eck, LLC60$2.62K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…53$2.31K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL52$2.27K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.50$2.18K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…45$1.96K<0.01%-5,00013F-HRTimeline
Financial Management Professionals, Inc.42$1.85K<0.01%013F-HRTimeline
CVA Family Office, LLC41$1.79K<0.01%013F-HRTimeline
Clean Yield Group37$1.61K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC30$1.31K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.29$1.26K<0.01%013F-HRTimeline
Fortitude Family Office, LLC28$1.22K<0.01%-4413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC27$1.18K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC26$1.13K<0.01%013F-HRTimeline
United Financial Planning Group LLC24$1.05K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.24$1.04K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.23$1K<0.01%new13F-HRTimeline
Sunrise Financial Services, LLC23$1K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.22$959<0.01%-313F-HRTimeline
Cornerstone Planning Group LLC19$742<0.01%013F-HRTimeline
Caitong International Asset Management …17$741<0.01%new13F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15$654<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.15$654<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC15$654<0.01%+1413F-HRTimeline
Cornerstone Financial Management LLC15$654<0.01%13F-HR/ATimeline
American Capital Advisory, LLC14$611<0.01%+813F-HRTimeline
Key Financial Inc14$610<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC12$526<0.01%+413F-HRTimeline
USA FINANCIAL FORMULAS12$523<0.01%new13F-HRTimeline
Kilter Group LLC10$436<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.7$306<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC7$306<0.01%new13F-HRTimeline
FIRST HORIZON CORP7$305<0.01%013F-HRTimeline
AdvisorNet Financial, Inc7$305<0.01%+313F-HRTimeline
CoreCap Advisors, LLC5$218<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$218<0.01%-113F-HRTimeline
Plante Moran Financial Advisors, LLC4$174<0.01%new13F-HRTimeline
Dunhill Financial, LLC3$150<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC2$88<0.01%-413F-HRTimeline
Triumph Capital Management1$44<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…0$28<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth12$00%+213F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Dogwood Wealth Management LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.