H&R BlockHRB
13F holders, Q2 2025 (June 30)561holders −1
55new positions
61sold out
8famous investors
$54.91avg. 13F price*
At the end of Q2 2025, 561 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, down 1 from Q1 2025. 55 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($885.3M), FMR LLC ($760.2M) and Vanguard Group Inc. ($759.8M). 8 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q2 2025)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $82.7M |
| Exits | 61 | $135.1M |
All 13F filers, Q1 2025 → Q2 2025: 9,274,638 shares bought and 14,028,020 shares sold, net −4,753,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| BlackRock, Inc. | 0.02% | Add +1.3% | 16,128,502 | $885.3M |
| FMR LLC | 0.04% | Reduce -5.8% | 13,850,032 | $760.2M |
| Vanguard Group Inc. | 0.01% | Reduce -2.3% | 13,842,573 | $759.8M |
| Fuller & Thaler Asset Management, Inc. | 0.89% | Reduce -4.2% | 4,432,672 | $243.3M |
| State Street Corp. | 0.01% | Reduce -5.7% | 4,221,017 | $233.3M |
| Boston Partners | 0.20% | Reduce -14.2% | 3,233,854 | $177.5M |
| Lazard Asset Management LLC | 0.27% | Reduce -14.6% | 3,186,469 | $174.9M |
| Geode Capital Management, LLC | 0.01% | Add +5.6% | 2,849,655 | $156.4M |
| Northern Trust Corp. | 0.02% | Reduce -4.9% | 2,480,832 | $136.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.0% | 2,260,257 | $124.1M |
| Wellington Management Group LLP | 0.02% | Add +5.2% | 2,252,526 | $123.6M |
| Morgan Stanley | 0.01% | Reduce -4.4% | 2,054,586 | $112.8M |
| Citadel Advisors | 0.09% | Add +187.1% | 1,834,417 | $100.7M |
| Norges Bank | 0.01% | Add +59.2% | 1,782,215 | $97.8M |
| Qube Research & Technologies Ltd | 0.13% | Add +21.8% | 1,750,760 | $96.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.1% | 1,635,983 | $89.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.6% | 1,630,953 | $89.5M |
| AQR Capital Management | 0.07% | Reduce -9.6% | 1,617,221 | $88.5M |
| LSV Asset Management | 0.21% | Reduce -3.5% | 1,609,281 | $88.3M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +5.5% | 1,598,656 | $87.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +82.5% | 1,548,538 | $85.0M |
| Royal Bank of Canada | 0.02% | Add +20.8% | 1,503,106 | $82.5M |
| D. E. Shaw & Co. | 0.07% | Add +17.9% | 1,134,593 | $62.3M |
| Marshall Wace, LLP | 0.07% | Add +24.6% | 1,091,626 | $59.9M |
| Bank of America Corp. | 0.00% | Reduce -16.9% | 1,012,087 | $55.6M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.0% | 986,597 | $54.2M |
| NewEdge Wealth, LLC | 0.82% | Reduce -5.6% | 954,198 | $52.6M |
| Boston Trust Walden Corp | 0.34% | Add +17.6% | 864,851 | $47.5M |
| Voloridge Investment Management, LLC | 0.17% | Add +42.1% | 863,653 | $47.4M |
| Truist Financial Corp. | 0.07% | Add +6.1% | 813,898 | $44.7M |
| UBS Group AG | 0.01% | Add +2.3% | 756,546 | $41.5M |
| First Trust Advisors LP | 0.03% | Add +12.9% | 741,385 | $40.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.6% | 739,127 | $40.6M |
| Wedge Capital Management L L P | 0.72% | Reduce -5.7% | 737,997 | $40.5M |
| Pacer Advisors, Inc. | 0.10% | Reduce -35.9% | 663,507 | $36.4M |
| Bridgewater Associates | 0.14% | Add +20.7% | 632,818 | $34.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.5% | 615,826 | $33.8M |
| BNP Paribas Financial Markets | 0.03% | Reduce -3.2% | 603,884 | $33.1M |
| Miller Howard Investments Inc. | 0.98% | Add +1.3% | 561,218 | $30.8M |
| Nuveen, LLC | 0.01% | Reduce -38.1% | 512,763 | $28.1M |
| Barclays PLC | 0.01% | Add +341.9% | 497,311 | $27.3M |
| Prevatt Capital Ltd | 8.74% | No change | 460,000 | $25.2M |
| Jane Street Group, LLC | 0.04% | Reduce -29.5% | 456,917 | $25.1M |
| California Public Employees Retirement System | 0.02% | Reduce -17.5% | 432,911 | $23.8M |
| Sei Investments Co. | 0.03% | Add +6.2% | 403,876 | $22.2M |
| Rhumbline Advisers | 0.02% | Reduce -2.0% | 397,828 | $21.8M |
| Invesco Ltd. | 0.00% | Reduce -8.4% | 383,733 | $21.1M |
| Retirement Systems of Alabama | 0.07% | Add +0.2% | 381,020 | $20.9M |
| Acadian Asset Management LLC | 0.04% | New | 377,756 | $20.7M |
| Man Group plc | 0.04% | Reduce -27.2% | 359,462 | $19.7M |
| Voya Investment Management LLC | 0.02% | Add +13.0% | 349,625 | $19.2M |
| Janus Henderson Group PLC | 0.01% | Add +352.7% | 349,276 | $19.2M |
| Swedbank AB | 0.02% | Add +21.3% | 346,150 | $19.0M |
| Millennium Management | 0.02% | Reduce -66.7% | 342,857 | $18.8M |
| Alps Advisors Inc. | 0.10% | Reduce -0.9% | 310,425 | $17.0M |
| Moran Wealth Management, LLC | 0.53% | Reduce -0.3% | 309,526 | $17.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.5% | 303,909 | $16.7M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 286,537 | $15.7M |
| Liontrust Investment Partners LLP | 0.22% | Reduce -13.7% | 276,776 | $15.2M |
| Cubist Systematic Strategies, LLC | 0.16% | New | 266,674 | $14.6M |
| American Century Companies Inc. | 0.01% | Add +425.1% | 259,445 | $14.2M |
| Swiss National Bank | 0.01% | Reduce -3.7% | 255,700 | $14.0M |
| Tudor Investment Corporation | 0.09% | Add +1979.0% | 224,369 | $12.3M |
| Federated Hermes, Inc. | 0.02% | Add +130.4% | 213,993 | $11.7M |
| Ibex Wealth Advisors | 1.18% | Add +3.3% | 201,325 | $11.1M |
| Canada Pension Plan Investment Board | 0.01% | Add +11711.8% | 200,800 | $11.0M |
| Treasurer of the State of North Carolina | 0.04% | Add +80.3% | 200,058 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.5% | 195,528 | $10.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.8% | 186,691 | $10.2M |
| Cambria Investment Management, L.P. | 0.69% | Reduce -10.2% | 185,603 | $10.2M |
| Midwest Trust Co | 0.13% | — | 176,320 | $9.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.5% | 176,204 | $9.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -80.4% | 172,098 | $9.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +0.0% | 170,175 | $9.3M |
| Corient Private Wealth LP | 0.01% | Reduce -0.3% | 166,168 | $9.1M |
| HSBC Holdings PLC | 0.01% | Add +151.4% | 164,564 | $9.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +0.3% | 161,153 | $8.8M |
| Two Sigma Investments, LP | 0.02% | Reduce -41.9% | 153,225 | $8.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 154,795 | $8.4M |
| Two Sigma Advisers, LP | 0.02% | Add +68.1% | 152,800 | $8.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.6% | 151,679 | $8.3M |
| Point72 Asset Management | 0.02% | New | 149,900 | $8.2M |
| Bank of Montreal | 0.00% | Add +427.9% | 147,921 | $8.1M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -88.5% | 147,826 | $8.1M |
| Landscape Capital Management, L.L.C. | 0.62% | Add +22.2% | 144,653 | $7.9M |
| Tectonic Advisors LLC | 0.46% | Add +8.7% | 144,047 | $7.9M |
| California State Teachers Retirement System | 0.01% | Reduce -0.3% | 128,301 | $7.0M |
| Ruffer LLP | 0.30% | Add +27.4% | 125,597 | $6.9M |
| Franklin Resources Inc. | 0.00% | Reduce -60.6% | 124,572 | $6.8M |
| Crossmark Global Holdings, Inc. | 0.11% | Reduce -4.3% | 121,071 | $6.6M |
| Nordea Investment Management AB | 0.01% | Reduce -1.1% | 116,020 | $6.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +338.6% | 113,705 | $6.2M |
| Capital Fund Management S.A. | 0.07% | Reduce -44.9% | 112,516 | $6.2M |
| Engineers Gate Manager LP | 0.08% | Add +57.7% | 111,331 | $6.1M |
| Twinbeech Capital LP | 0.14% | New | 108,591 | $6.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -63.5% | 108,500 | $6.0M |
| Prudential Financial Inc. | 0.01% | Add +31.1% | 99,666 | $5.9M |
| Storebrand Asset Management As | 0.02% | Reduce -15.6% | 108,181 | $5.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.4% | 107,640 | $5.9M |
| Mackenzie Financial Corp. | 0.01% | Add +302.9% | 106,993 | $5.9M |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.