H&R Block, Inc.
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$43.60avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding H&R Block, Inc. in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Boston Family Office LLC ($375K).
- Company
- H&R Block, Inc.
- CUSIP
- 936711050
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 400 shares sold, net −400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Boston Family Office LLC | 0.02% | Reduce -4.4% | 8,600 | $375K |
"% of holder's portfolio" is H&R Block, Inc.'s weight in each manager's 13F, not the share of H&R Block, Inc. the manager owns.