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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
BlackRock, Inc.in group BlackRock, Inc.15,923,014$874M0.02%-517,62813F-HRTimelineGroup
FMR LLCin group FMR LLC14,694,824$807M0.05%+285,83313F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding14,185,587$779M-84,522Timeline
FULLER & THALER ASSET MANAGEMENT, INC.4,626,167$254M0.99%-75,72913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP4,476,841$248M0.01%-117,58013F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding4,503,669$247M-480,455Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,730,307$205M0.31%+1,145,28113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,699,471$148M0.01%+98,69913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,608,496$143M0.02%+263,27413F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,282,452$125M0.03%-52,90113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,150,012$118M0.01%-21,35113F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,141,988$118M0.02%+119,51013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,789,040$97.4M0.1%-461,01913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,688,751$92.7M0.02%-3,530,71113F-HR/ATimelineGroup
LSV ASSET MANAGEMENT1,667,652$91.6M0.22%+209,01913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,657,188$91M0.02%-27,55013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,615,935$88.7M-29,934Timeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …1,515,553$83.2M0.07%-535,12513F-HRTimelineGroup
Qube Research & Technologies Ltd1,437,984$79M0.12%+229,87613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management1,286,896$70.7M0.18%+1,281,94513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,244,858$68.4M0.02%+10,67113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,217,814$66.9M0.01%+302,93013F-HRTimelineGroup
NORGES BANK1,119,415$61.5M0.01%+35,90613F-HR/ATimeline
Pacer Advisors, Inc.1,035,402$56.9M0.13%-1,699,78713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,027,979$56.4M0.05%+896,82813F-HRTimelineGroup
NewEdge Wealth, LLC1,010,446$55.5M1%-85,26613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/976,797$53.6M0.01%+9,42813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.962,018$52.8M0.06%+735,73913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO943,406$51.8M<0.01%+298,98913F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP876,154$48.1M0.06%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC848,532$46.6M0.01%+112,12713F-HR/ATimelineGroup
WEDGE CAPITAL MANAGEMENT L L P/NC782,948$43M0.83%-101,76613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP767,369$42.1M0.07%+91,07513F-HRTimelineGroup
Clark Capital Management Group, Inc.744,117$40.9M0.29%-20,20313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding710,826$39M+103,642Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP656,413$36M0.03%+266,45813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC648,073$35.6M0.06%+505,71313F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC638,890$35.1M0.03%+132,24913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS623,998$34.3M0.03%+15,26013F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC607,753$33.4M0.12%new13F-HRTimeline
Blue Whale Capital LLP560,907$30.8M2.49%+71,21713F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY554,160$30.4M0.97%new13F-HRTimeline
California Public Employees Retirement …524,765$28.8M0.02%-20,87813F-HRTimeline
Bridgewater Associates, LP524,443$28.8M0.13%+83,96713F-HRTimeline
Man Group plcin group Man Group plc493,502$27.1M0.08%+420,88313F-HRTimelineGroup
HRT FINANCIAL LP482,937$26.5M0.17%new13F-HRTimeline
Prevatt Capital Ltd460,000$25.3M8.31%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.419,003$23M<0.01%-1,155,54913F-HRTimelineGroup
RHUMBLINE ADVISERS406,117$22.3M0.02%-4,15813F-HR/ATimeline
Franklin Resourcesgroup of 2 filers holding398,067$21.9M+15,742Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO380,373$20.9M0.03%+8,63013F-HR/ATimelineGroup
Retirement Systems of Alabama380,298$20.9M0.08%-3,72813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC367,389$20.2M0.09%+151,22413F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding354,541$19.5M+318,089Timeline
ExodusPoint Capital Management, LP343,928$18.9M0.25%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC328,324$18M<0.01%-3,17813F-HRTimelineGroup
Liontrust Investment Partners LLP320,767$17.6M0.28%+27,88313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding317,763$17.4M-6,552Timeline
ALPS ADVISORS INCin group ALPS ADVISORS INC313,312$17.2M0.1%+14,51813F-HRTimelineGroup
Moran Wealth Management, LLC310,397$17M0.57%-2,61613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC309,390$17M0.02%-28,54113F-HR/ATimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC306,203$16.8M0.04%+257,68113F-HR/ATimelineGroup
Skandinaviska Enskilda Banken AB (publ)297,500$16.3M0.08%-77,10013F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…293,294$16.1M0.03%-179,81813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc287,253$15.8M<0.01%+3,61013F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC273,121$15M0.05%+110,28813F-HRTimeline
Swiss National Bank265,500$14.6M0.01%-9,00013F-HRTimeline
Empowered Funds, LLC227,934$12.5M0.18%+27,54213F-HRTimeline
Cambria Investment Management, L.P.206,648$11.3M0.79%-21,02113F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…621,252$11.3M0.26%+609,93813F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.204,143$11.2M0.14%+171,79813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC201,432$11.1M<0.01%-1,54113F-HRTimelineGroup
IBEX WEALTH ADVISORS194,888$10.7M1.42%+1,28013F-HRTimeline
Edgestream Partners, L.P.193,568$10.6M0.36%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.190,110$10.4M<0.01%-5,88113F-HRTimeline
FINANCIAL COUNSELORS INC177,709$9.76M0.15%-5,71413F-HRTimeline
Corient Private Wealth LPgroup of 2 filers holding170,627$9.37M+12,228Timeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …170,118$9.34M0.02%-29,80213F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…160,693$8.82M0.02%-7,49013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…152,644$8.38M0.02%-12,83613F-HRTimeline
DekaBank Deutsche Girozentrale154,795$8.23M0.02%013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.148,150$8.13M0.05%-7,24413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN147,756$8.11M<0.01%+48,88413F-HRTimelineGroup
Sound Income Strategies, LLC143,325$7.87M0.46%-41,04913F-HRTimeline
ROYCE & ASSOCIATES LP142,756$7.84M0.08%-13,30013F-HRTimeline
Nuveen, LLCin group TIAA828,396$7.65M<0.01%13F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC132,524$7.28M0.45%+11,71613F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…128,704$7.07M0.01%-1,84013F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS128,181$7.04M0.02%-66,00013F-HRTimeline
Trexquant Investment LP126,891$6.97M0.08%new13F-HRTimeline
Crossmark Global Holdings, Inc.126,486$6.95M0.12%+19,41113F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding119,733$6.57M-9,937Timeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…118,395$6.5M0.58%new13F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …117,317$6.36M0.01%-1,29913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding113,981$6.26M+81,573Timeline
VICTORY CAPITAL MANAGEMENT INC113,604$6.24M0.01%+38,99913F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co112,623$6.19M0.01%-11,06213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC112,528$6.18M<0.01%-21,01113F-HR/ATimelineGroup
INTECH INVESTMENT MANAGEMENT LLC112,109$6.16M0.06%-69,30013F-HRTimeline
Treasurer of the State of North Carolina110,939$6.09M0.02%+1,48313F-HRTimeline
Rodgers Brothers Inc.109,900$6.03M0.8%-80013F-HRTimeline
LPL Financial LLC107,190$5.89M<0.01%+8,59813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …106,137$5.83M0.01%-2,83613F-HRTimelineGroup
COMERICA BANK104,048$5.71M0.02%-6,55513F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC103,678$5.69M0.1%+2,26113F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…103,627$5.69M0.16%new13F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …100,601$5.67M0.01%+49,82713F-HRTimelineGroup
Ruffer LLP98,621$5.42M0.21%+19,07413F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD98,456$5.41M0.01%+26,86513F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC95,441$5.24M0.01%-20,19613F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC95,000$5.22M0.08%-11613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP94,349$5.1M0.01%-98,99013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.92,862$5.1M0.01%+2,94413F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…92,654$5.09M0.55%-9,79813F-HR/ATimelineGroup
Amundiin group Amundi86,799$4.94M<0.01%-44113F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD85,053$4.67M0.01%-7,83913F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND83,979$4.61M0.01%-6,80013F-HR/ATimeline
Allianz Asset Management GmbHin group Allianz SE83,816$4.6M0.01%+5,03813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC76,042$4.56M0.01%+29,47513F-HRTimelineGroup
Creative Planningin group Creative Planning81,843$4.49M<0.01%+10,58413F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson77,156$4.17M<0.01%+12,31613F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…75,526$4.15M0.02%-2,94913F-HRTimelineGroup
Abacus FCF Advisors LLC74,038$4.07M0.64%+9,52713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC73,982$4.06M0.03%+54813F-HRTimeline
Engineers Gate Manager LP70,610$3.88M0.07%new13F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…68,891$3.78M0.04%-3,50313F-HR/ATimelineGroup
Janney Montgomery Scott LLC66,873$3.67M0.01%+9313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC65,459$3.55M<0.01%+42,47813F-HRTimelineGroup
Alaska Permanent Fund Corp56,639$3.42M0.05%013F-HRTimeline
AMALGAMATED BANK61,825$3.4M0.03%-3,89613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC60,885$3.37M0.02%-11,59713F-HRTimeline
KLP KAPITALFORVALTNING AS59,800$3.3M0.02%-10013F-HRTimeline
State of Alaska, Department of Revenue58,683$3.22M0.04%+5513F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…58,536$3.21M0.05%+34,07913F-HR/ATimelineGroup
Round Hill Asset Management56,205$3.09M2.22%-2,88513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK55,747$3.06M0.02%+71813F-HRTimelineGroup
State of Tennessee, Department of Treas…55,436$3.04M0.01%013F-HRTimeline
Aurora Investment Counsel55,396$3.04M1.69%-78413F-HRTimeline
Illinois Municipal Retirement Fund55,248$3.03M0.04%+13,44713F-HRTimeline
Kendall Capital Management54,750$3.01M0.88%+2,21513F-HRTimeline
PGGM Investments54,159$2.97M0.04%013F-HRTimeline
Rings Capital Management LLC53,000$2.91M1.48%013F-HRTimeline
Cetera Investment Advisers52,532$2.88M0.01%+14,93413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,981$2.85M<0.01%-9,91613F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD50,545$2.78M0.01%+6,65913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,819$2.74M0.01%-2,67013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC49,408$2.71M<0.01%-53,95213F-HRTimelineGroup
Police & Firemen's Retirement System of…49,077$2.69M0.03%-58013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\47,675$2.62M<0.01%+3,28013F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…47,628$2.62M0.02%013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC47,374$2.6M1.2%+15913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…46,953$2.58M0.01%-3,93613F-HRTimeline
Ensign Peak Advisors, Inc46,542$2.56M<0.01%-5,75713F-HRTimeline
AUXIER ASSET MANAGEMENT LLC46,437$2.55M0.38%-26013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC46,127$2.53M0.03%-3,70813F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…44,945$2.47M0.01%-5,92813F-HRTimelineGroup
Verition Fund Management LLC44,851$2.46M0.01%-41,30013F-HRTimeline
BURNEY CO/44,730$2.46M0.09%-1,85613F-HRTimeline
Optimist Retirement Group LLC44,262$2.43M1.22%+1,41613F-HRTimeline
Mariner, LLCin group Mariner, LLC43,401$2.38M<0.01%-8,76913F-HRTimelineGroup
Schonfeld Strategic Advisors LLC43,368$2.38M0.02%+35,05613F-HRTimeline
Alberta Investment Management Corp42,100$2.31M0.02%-47,90013F-HRTimeline
Quantinno Capital Management LP41,460$2.28M0.01%-3,38513F-HRTimeline
Human Investing LLC40,947$2.25M0.4%-99213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC40,703$2.24M<0.01%-27,20713F-HRTimelineGroup
Andra AP-fonden39,807$2.19M0.04%new13F-HRTimeline
LGT Group Foundationin group LGT Group Foundation39,321$2.16M0.03%+14,71313F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM39,311$2.16M0.01%-1,20113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp39,020$2.14M0.01%-88313F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS38,903$2.14M0.01%-86,43713F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al38,800$2.13M0.02%13F-HRTimeline
CAXTON ASSOCIATES LLP37,972$2.09M0.07%13F-HRTimeline
Louisiana State Employees Retirement Sy…37,500$2.06M0.04%-50013F-HRTimeline
Cunning Capital Partners, LP37,360$2.05M1.31%-21513F-HRTimeline
MAVERICK CAPITAL LTD37,265$2.05M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,204$2.04M<0.01%+1,19813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…36,070$1.98M0.01%-22013F-HRTimeline
Handelsbanken Fonder AB35,700$1.96M0.01%013F-HRTimeline
NewEdge Advisors, LLC34,470$1.89M0.01%-2,11513F-HRTimeline
Hennion & Walsh Asset Management, Inc.34,156$1.88M0.08%-33,03613F-HRTimeline
Bridgefront Capital, LLC33,657$1.85M0.53%new13F-HRTimeline
Aquatic Capital Management LLC33,403$1.83M0.05%new13F-HRTimeline
South Dakota Investment Council32,862$1.8M0.04%-50013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT32,605$1.79M0.05%+41013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,140$1.76M<0.01%-1,33913F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM32,068$1.76M0.01%-40013F-HRTimeline
OMERS ADMINISTRATION Corp32,036$1.76M0.02%+5,43613F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…31,995$1.76M0.01%+1,72813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC31,554$1.74M0.01%+12713F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding31,414$1.73M-5,408Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…31,382$1.72M<0.01%-86413F-HR/ATimelineGroup
F/m Investments LLC30,650$1.68M0.07%-1,43213F-HRTimeline
Linden Thomas Advisory Services, LLC30,409$1.67M0.22%+2513F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding30,115$1.65M-1,952Timeline
Kennondale Capital Management LLC29,286$1.61M1.75%013F-HRTimeline
New Age Alpha Advisors, LLC29,064$1.6M0.07%-2,04713F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P28,623$1.57M0.04%-60213F-HRTimeline
Nebula Research & Development LLC28,260$1.55M0.14%+16,68113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,019$1.54M<0.01%-22813F-HRTimelineGroup
Vest Financial, LLC27,882$1.53M0.02%new13F-HRTimeline