H&R BlockHRB
13F holders, Q1 2025 (March 31)562holders +12
75new positions
62sold out
8famous investors
$54.63avg. 13F price*
At the end of Q1 2025, 562 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, up 12 from Q4 2024. 75 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($874.3M), FMR LLC ($806.9M) and Vanguard Group Inc. ($778.0M). 8 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q1 2025)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $224.9M |
| Exits | 62 | $72.1M |
All 13F filers, Q4 2024 → Q1 2025: 13,938,234 shares bought and 12,371,296 shares sold, net +1,566,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 562 holders
| BlackRock, Inc. | 0.02% | Reduce -3.1% | 15,923,014 | $874.3M |
| FMR LLC | 0.05% | Add +2.0% | 14,694,824 | $806.9M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 14,168,986 | $778.0M |
| Fuller & Thaler Asset Management, Inc. | 0.99% | Reduce -1.6% | 4,626,167 | $254.0M |
| State Street Corp. | 0.01% | Reduce -2.6% | 4,476,841 | $247.5M |
| Boston Partners | 0.25% | Reduce -16.3% | 3,767,912 | $206.9M |
| Lazard Asset Management LLC | 0.34% | Add +44.3% | 3,730,307 | $204.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.8% | 2,699,471 | $148.3M |
| Northern Trust Corp. | 0.02% | Add +11.2% | 2,608,496 | $143.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.3% | 2,282,452 | $125.3M |
| Morgan Stanley | 0.01% | Reduce -1.0% | 2,150,012 | $118.1M |
| Wellington Management Group LLP | 0.02% | Add +5.9% | 2,141,988 | $117.6M |
| AQR Capital Management | 0.10% | Reduce -20.5% | 1,789,040 | $97.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -67.7% | 1,688,751 | $92.7M |
| LSV Asset Management | 0.22% | Add +14.3% | 1,667,652 | $91.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.6% | 1,657,188 | $91.0M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Reduce -26.1% | 1,515,553 | $83.2M |
| Qube Research & Technologies Ltd | 0.12% | Add +19.0% | 1,437,984 | $79.0M |
| Balyasny Asset Management L.P. | 0.18% | Add +25892.7% | 1,286,896 | $70.7M |
| Royal Bank of Canada | 0.02% | Add +0.9% | 1,244,858 | $68.4M |
| Bank of America Corp. | 0.01% | Add +33.1% | 1,217,814 | $66.9M |
| Norges Bank | 0.01% | Add +3.3% | 1,119,415 | $61.5M |
| Pacer Advisors, Inc. | 0.15% | Reduce -62.1% | 1,035,402 | $56.9M |
| Millennium Management | 0.06% | Add +683.8% | 1,027,979 | $56.4M |
| NewEdge Wealth, LLC | 1.01% | Reduce -7.8% | 1,010,446 | $55.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.0% | 976,797 | $53.6M |
| D. E. Shaw & Co. | 0.07% | Add +325.1% | 962,018 | $52.8M |
| JPMorgan Chase & Co. | 0.00% | Add +46.4% | 943,406 | $51.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +6.6% | 876,380 | $48.1M |
| Marshall Wace, LLP | 0.06% | New | 876,154 | $48.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +15.2% | 848,532 | $46.6M |
| Wedge Capital Management L L P | 0.83% | Reduce -11.5% | 782,948 | $43.0M |
| Truist Financial Corp. | 0.07% | Add +13.5% | 767,369 | $42.1M |
| Clark Capital Management Group, Inc. | 0.29% | Reduce -2.6% | 744,117 | $40.9M |
| UBS Group AG | 0.01% | Reduce -10.2% | 739,555 | $40.6M |
| Boston Trust Walden Corp | 0.30% | Add +52.1% | 735,757 | $40.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.7% | 703,672 | $38.6M |
| First Trust Advisors LP | 0.03% | Add +68.3% | 656,413 | $36.0M |
| Jane Street Group, LLC | 0.06% | Add +355.2% | 648,073 | $35.6M |
| Citadel Advisors | 0.03% | Add +26.1% | 638,890 | $35.1M |
| BNP Paribas Financial Markets | 0.03% | Add +2.5% | 623,998 | $34.3M |
| Voloridge Investment Management, LLC | 0.12% | New | 607,753 | $33.4M |
| Blue Whale Capital LLP | 2.49% | Add +14.5% | 560,907 | $30.8M |
| Miller Howard Investments Inc. | 0.97% | New | 554,160 | $30.4M |
| California Public Employees Retirement System | 0.02% | Reduce -3.8% | 524,765 | $28.8M |
| Bridgewater Associates | 0.13% | Add +19.1% | 524,443 | $28.8M |
| Man Group plc | 0.08% | Add +579.6% | 493,502 | $27.1M |
| HRT Financial LP | 0.17% | New | 482,937 | $26.5M |
| Prevatt Capital Ltd | 8.31% | No change | 460,000 | $25.3M |
| Invesco Ltd. | 0.00% | Reduce -73.4% | 419,003 | $23.0M |
| Rhumbline Advisers | 0.02% | Reduce -1.0% | 406,117 | $22.3M |
| Sei Investments Co. | 0.03% | Add +2.3% | 380,373 | $20.9M |
| Retirement Systems of Alabama | 0.08% | Reduce -1.0% | 380,298 | $20.9M |
| Los Angeles Capital Management LLC | 0.09% | Add +70.0% | 367,389 | $20.2M |
| ExodusPoint Capital Management, LP | 0.25% | New | 343,928 | $18.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.0% | 328,324 | $18.0M |
| Liontrust Investment Partners LLP | 0.28% | Add +9.5% | 320,767 | $17.6M |
| Franklin Resources Inc. | 0.01% | Add +6.5% | 315,843 | $17.3M |
| Alps Advisors Inc. | 0.10% | Add +4.9% | 313,312 | $17.2M |
| Moran Wealth Management, LLC | 0.57% | Reduce -0.8% | 310,397 | $17.0M |
| Voya Investment Management LLC | 0.02% | Reduce -8.4% | 309,390 | $17.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.1% | 308,659 | $16.9M |
| Squarepoint Ops LLC | 0.04% | Add +531.1% | 306,203 | $16.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.08% | Reduce -20.6% | 297,500 | $16.3M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -38.0% | 293,294 | $16.1M |
| Legal & General Group Plc | 0.00% | Add +1.3% | 287,253 | $15.8M |
| Swedbank AB | 0.02% | No change | 285,382 | $15.7M |
| GMO | 0.05% | Add +67.7% | 273,121 | $15.0M |
| Swiss National Bank | 0.01% | Reduce -3.3% | 265,500 | $14.6M |
| Two Sigma Investments, LP | 0.03% | Add +623.3% | 263,641 | $14.5M |
| Empowered Funds, LLC | 0.18% | Add +13.7% | 227,934 | $12.5M |
| Cambria Investment Management, L.P. | 0.79% | Reduce -9.2% | 206,648 | $11.3M |
| Capital Fund Management S.A. | 0.14% | Add +531.1% | 204,143 | $11.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 201,432 | $11.1M |
| Ibex Wealth Advisors | 1.42% | Add +0.7% | 194,888 | $10.7M |
| Edgestream Partners, L.P. | 0.36% | New | 193,568 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.0% | 190,110 | $10.4M |
| Financial Counselors Inc. | 0.15% | Reduce -3.1% | 177,709 | $9.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -14.9% | 170,118 | $9.3M |
| Corient Private Wealth LP | 0.01% | Add +5.2% | 166,627 | $9.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -4.5% | 160,693 | $8.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -7.8% | 152,644 | $8.4M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 154,795 | $8.2M |
| Corebridge Financial, Inc. | 0.05% | Reduce -4.7% | 148,150 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +49.4% | 147,756 | $8.1M |
| Sound Income Strategies, LLC | 0.46% | Reduce -22.3% | 143,325 | $7.9M |
| Royce & Associates LP | 0.09% | Reduce -8.5% | 142,756 | $7.8M |
| Nuveen, LLC | 0.00% | — | 828,396 | $7.6M |
| Tectonic Advisors LLC | 0.45% | Add +9.7% | 132,524 | $7.3M |
| California State Teachers Retirement System | 0.01% | Reduce -1.4% | 128,704 | $7.1M |
| Storebrand Asset Management As | 0.02% | Reduce -34.0% | 128,181 | $7.0M |
| Trexquant Investment LP | 0.08% | New | 126,891 | $7.0M |
| Crossmark Global Holdings, Inc. | 0.12% | Add +18.1% | 126,486 | $6.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -7.7% | 119,658 | $6.6M |
| Landscape Capital Management, L.L.C. | 0.58% | New | 118,395 | $6.5M |
| Nordea Investment Management AB | 0.01% | Reduce -1.1% | 117,317 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +328.4% | 113,981 | $6.3M |
| Victory Capital Management Inc. | 0.01% | Add +52.3% | 113,604 | $6.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.9% | 112,623 | $6.2M |
| Barclays PLC | 0.00% | Reduce -15.7% | 112,528 | $6.2M |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.