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Disclosery

HRB BLOCK H & R INC

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Stock (common), issuer CIK 12659

474 managers (488 13F filers) reported a position in HRB shares at 2026-03-31, 121,481,133 shares in all. 74 filers opened a position and 96 filers sold out during the quarter.

Managers
474
13F filers
488
New
74
Added
212
Reduced
135
Sold out
96
Shares held by filers
121,481,133

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Sachetta, LLC148$4.7K<0.01%new13F-HRTimeline
LRI Investments, LLC143$4.54K<0.01%+2213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/140$4.44K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…135$4.29K<0.01%+9013F-HRTimeline
Geneos Wealth Management Inc.133$4.22K<0.01%013F-HRTimeline
Signature Equity Partners, LLC132$4.19K<0.01%new13F-HRTimeline
McMillan Office, Inc.130$4.13K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…125$3.97K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC121$3.84K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…116$3.68K<0.01%-6613F-HRTimeline
Grove Bank & Trust113$3.59K<0.01%013F-HRTimeline
United Financial Planning Group LLC105$3.33K<0.01%+8113F-HRTimeline
High Note Wealth, LLC103$3.27K<0.01%new13F-HRTimeline
Key Capital Management, INC102$3.24K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.98$3.11K<0.01%+3313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC97$3.08K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC92$2.92K<0.01%+113F-HRTimeline
CURIO WEALTH, LLC87$2.76K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC86$2.73K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC82$2.6K<0.01%-5413F-HRTimeline
Cassaday & Co Wealth Management LLC80$2.54K<0.01%new13F-HRTimeline
CVA Family Office, LLC76$2.41K<0.01%+3513F-HRTimeline
First Pacific Financial74$2.35K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC71$2.25K<0.01%+7113F-HRTimeline
Blume Capital Management, Inc.66$2.1K<0.01%new13F-HRTimeline
Kilter Group LLC65$2.06K<0.01%+5513F-HRTimeline
WHITTIER TRUST CO60$1.96K<0.01%-8613F-HRTimeline
Horizon Investments, LLC60$1.9K<0.01%-1,79613F-HRTimeline
McIlrath & Eck, LLC60$1.9K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…53$1.68K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL52$1.65K<0.01%013F-HRTimeline
CENTRAL TRUST Co45$1.43K<0.01%-25213F-HRTimeline
Financial Management Professionals, Inc.42$1.35K<0.01%013F-HRTimeline
Rossby Financial, LCC41$1.3K<0.01%-8713F-HRTimeline
Clearstead Advisors, LLC40$1.27K<0.01%-39513F-HRTimeline
Bare Financial Services, Inc39$1.24K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC38$1.21K<0.01%new13F-HR/ATimeline
Torren Management, LLC33$1.05K<0.01%-37513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.32$1.02K<0.01%+2513F-HRTimeline
Avion Wealth57$1K<0.01%+4513F-HRTimeline
Magnolia Wealth Management, LLC30$952<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.29$920<0.01%013F-HRTimeline
Fortitude Family Office, LLC28$889<0.01%013F-HRTimeline
Dunhill Financial, LLC26$838<0.01%+2313F-HRTimeline
Aventura Private Wealth, LLC26$825<0.01%013F-HRTimeline
Cromwell Holdings LLC24$762<0.01%new13F-HRTimeline
Sunrise Financial Services, LLC23$730<0.01%013F-HRTimeline
Cornerstone Financial Management LLC21$667<0.01%+613F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…17$545<0.01%-15013F-HRTimelineGroup
Asset Dedication, LLC16$508<0.01%-22513F-HRTimeline
Westside Investment Management, Inc.15$476<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.13$416<0.01%new13F-HRTimeline
MASECO LLP13$415<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.12$381<0.01%-1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$317<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC10$317<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC10$301<0.01%-913F-HRTimeline
Quaker Wealth Management, LLC9$286<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC7$225<0.01%-513F-HRTimeline
Clearstead Trust, LLC7$223<0.01%-21313F-HRTimeline
FIRST HORIZON CORP7$222<0.01%013F-HRTimeline
Hughes Financial Services, LLC6$190<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5$159<0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC5$159<0.01%-26013F-HRTimeline
Principia Wealth Advisory, LLC5$159<0.01%-1013F-HRTimeline
PMV Capital Advisers, LLC4$141<0.01%new13F-HRTimeline
American Capital Advisory, LLC3$96<0.01%-1113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2$64<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$32<0.01%new13F-HRTimeline
Triumph Capital Management1$32<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1$32<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC1$32<0.01%-413F-HRTimeline
Smallwood Wealth Investment Management,…0$20<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…0$16<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.