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Disclosery

HRB BLOCK H & R INC

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Stock (common), issuer CIK 12659

Filings received so far for Q3 2026: 19 13F filers report a position in HRB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Sound Income Strategies, LLC261,954$11.7M0.52%+5113F-HRTimeline
Farther Finance Advisors, LLC24,057$983K0.01%+5,15113F-HRTimeline
ROCKLAND TRUST CO16,919$691K0.03%+5313F-HRTimeline
CX Institutional10,724$438K0.01%+78613F-HRTimeline
Applied Capital LLC/FL10,712$438K0.29%new13F-HRTimeline
Wedmont Private Capital6,035$269K0.01%+49713F-HRTimeline
GAMMA Investing LLC4,763$195K0.01%+2,44813F-HRTimeline
Versant Capital Management, Inc3,879$158K0.01%+1,79613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,566$105K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,197$48.9K0.01%+15713F-HRTimeline
MassMutual Private Wealth & Trust, FSB834$34.1K<0.01%-6113F-HRTimeline
ATWOOD & PALMER INC570$23.3K<0.01%013F-HRTimeline
EASTERN BANK400$16.3K<0.01%013F-HRTimeline
Grove Bank & Trust113$4.62K<0.01%013F-HRTimeline
CoreCap Advisors, LLC82$3.35K<0.01%+4613F-HRTimeline
Polaris Financial Partners44$2K<0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP36$1.47K<0.01%new13F-HRTimeline
GoalVest Advisory LLC27$1.1K<0.01%new13F-HRTimeline
Planning Strategies Inc.15$613<0.01%013F-HRTimeline