H&R BlockHRB
13F holders, Q3 2025 (September 30)541holders −20
79new positions
91sold out
7famous investors
$49.66avg. 13F price*
At the end of Q3 2025, 541 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, down 20 from Q2 2025. 79 opened new positions and 91 sold out. The largest holders were BlackRock, Inc. ($822.7M), FMR LLC ($727.3M) and Vanguard Group Inc. ($690.8M). 7 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 Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q3 2025)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $64.3M |
| Exits | 91 | $162.8M |
All 13F filers, Q2 2025 → Q3 2025: 10,329,635 shares bought and 12,699,822 shares sold, net −2,370,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 541 holders
| BlackRock, Inc. | 0.01% | Add +0.9% | 16,268,038 | $822.7M |
| FMR LLC | 0.04% | Add +3.9% | 14,383,011 | $727.3M |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 13,659,775 | $690.8M |
| State Street Corp. | 0.01% | Reduce -1.4% | 4,160,625 | $212.1M |
| Fuller & Thaler Asset Management, Inc. | 0.70% | Reduce -7.6% | 4,093,908 | $207.0M |
| Boston Partners | 0.20% | Add +20.2% | 3,886,544 | $196.5M |
| Lazard Asset Management LLC | 0.22% | Add +0.8% | 3,213,177 | $162.5M |
| Geode Capital Management, LLC | 0.01% | Add +4.0% | 2,963,343 | $149.9M |
| Northern Trust Corp. | 0.02% | Add +10.9% | 2,750,413 | $139.1M |
| AQR Capital Management | 0.08% | Add +60.4% | 2,593,290 | $131.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.5% | 2,316,404 | $117.1M |
| Wellington Management Group LLP | 0.02% | Add +2.3% | 2,304,245 | $116.5M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +24.5% | 1,990,367 | $100.7M |
| Morgan Stanley | 0.01% | Reduce -11.0% | 1,828,829 | $92.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.0% | 1,635,448 | $82.7M |
| Royal Bank of Canada | 0.01% | Add +6.1% | 1,595,392 | $80.7M |
| LSV Asset Management | 0.17% | Reduce -8.1% | 1,478,551 | $74.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.2% | 1,431,440 | $72.4M |
| Citadel Advisors | 0.06% | Reduce -23.9% | 1,396,179 | $70.6M |
| Marshall Wace, LLP | 0.07% | Add +9.8% | 1,198,558 | $60.6M |
| T. Rowe Price Associates Inc. | 0.01% | Add +8.1% | 1,066,857 | $54.0M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -40.6% | 1,039,119 | $52.5M |
| First Trust Advisors LP | 0.04% | Add +26.6% | 938,537 | $47.5M |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 896,224 | $45.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -44.3% | 862,872 | $43.6M |
| Boston Trust Walden Corp | 0.32% | Reduce -0.9% | 857,095 | $43.3M |
| NewEdge Wealth, LLC | 0.61% | Reduce -11.6% | 843,376 | $42.7M |
| D. E. Shaw & Co. | 0.04% | Reduce -26.5% | 834,346 | $42.2M |
| UBS Group AG | 0.01% | Add +3.7% | 784,198 | $39.7M |
| Barclays PLC | 0.01% | Add +52.6% | 758,971 | $38.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +335.4% | 749,298 | $37.9M |
| Nuveen, LLC | 0.01% | Add +35.1% | 692,945 | $35.0M |
| BNP Paribas Financial Markets | 0.03% | Add +8.9% | 657,423 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.1% | 649,834 | $32.9M |
| Bridgewater Associates | 0.12% | Reduce -4.2% | 606,262 | $30.7M |
| Miller Howard Investments Inc. | 0.86% | Reduce -0.2% | 560,065 | $28.3M |
| Pacer Advisors, Inc. | 0.07% | Reduce -15.7% | 559,387 | $28.3M |
| Invesco Ltd. | 0.00% | Add +16.1% | 445,334 | $22.5M |
| Sei Investments Co. | 0.02% | Add +7.0% | 432,268 | $21.9M |
| Alps Advisors Inc. | 0.12% | Add +32.5% | 411,450 | $20.8M |
| California Public Employees Retirement System | 0.01% | Reduce -9.2% | 392,977 | $19.9M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 386,790 | $19.6M |
| Prevatt Capital Ltd | 6.02% | Reduce -23.9% | 350,000 | $17.7M |
| Swedbank AB | 0.02% | No change | 346,150 | $17.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +62.4% | 326,100 | $16.5M |
| Engineers Gate Manager LP | 0.18% | Add +184.3% | 316,492 | $16.0M |
| Voya Investment Management LLC | 0.02% | Reduce -13.9% | 300,957 | $15.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.2% | 297,286 | $15.0M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -67.0% | 284,908 | $14.4M |
| Franklin Resources Inc. | 0.00% | Add +1858.3% | 2,439,476 | $13.9M |
| GMO | 0.04% | Add +173.2% | 267,466 | $13.5M |
| Legal & General Group Plc | 0.00% | Reduce -8.2% | 263,069 | $13.3M |
| Woodline Partners LP | 0.06% | New | 260,532 | $13.2M |
| Swiss National Bank | 0.01% | Add +1.5% | 259,500 | $13.1M |
| Millennium Management | 0.01% | Reduce -33.5% | 228,003 | $11.5M |
| Federated Hermes, Inc. | 0.02% | Add +6.5% | 227,797 | $11.5M |
| Ameriprise Financial Inc. | 0.00% | Add +14.8% | 224,484 | $11.4M |
| Royce & Associates LP | 0.11% | Add +170.0% | 214,556 | $10.9M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -1.2% | 197,617 | $10.0M |
| Kingsview Wealth Management, LLC | 0.15% | Add +3375.9% | 193,262 | $9.8M |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 183,290 | $9.3M |
| Man Group plc | 0.02% | Reduce -51.0% | 176,035 | $8.9M |
| Midwest Trust Co | 0.11% | Reduce -1.4% | 173,770 | $8.8M |
| Cambria Investment Management, L.P. | 0.53% | Reduce -6.6% | 173,329 | $8.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.6% | 172,440 | $8.7M |
| Tectonic Advisors LLC | 0.47% | Add +17.9% | 169,753 | $8.6M |
| Corient Private Wealth LP | 0.01% | Add +1.1% | 167,984 | $8.5M |
| Retirement Systems of Alabama | 0.03% | Reduce -57.5% | 161,868 | $8.2M |
| Acadian Asset Management LLC | 0.01% | Reduce -57.6% | 160,228 | $8.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -8.4% | 155,801 | $7.9M |
| Crossmark Global Holdings, Inc. | 0.12% | Add +27.7% | 154,582 | $7.8M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 154,795 | $7.7M |
| Panagora Asset Management Inc. | 0.03% | Add +2138.9% | 150,299 | $7.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -10.0% | 145,059 | $7.3M |
| Landscape Capital Management, L.L.C. | 0.46% | Reduce -0.4% | 144,124 | $7.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.5% | 143,333 | $7.2M |
| Capital Fund Management S.A. | 0.07% | Add +24.4% | 139,971 | $7.1M |
| Victory Capital Management Inc. | 0.00% | Add +66.9% | 128,913 | $6.5M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 128,307 | $6.5M |
| Nordea Investment Management AB | 0.01% | Add +5.5% | 122,409 | $6.2M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +49.0% | 121,600 | $6.1M |
| Nisa Investment Advisors, LLC | 0.02% | Add +52.4% | 119,483 | $6.1M |
| ExodusPoint Capital Management, LP | 0.08% | New | 116,295 | $5.9M |
| Prudential Financial Inc. | 0.01% | Add +15.4% | 115,057 | $5.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.8% | 105,729 | $5.3M |
| Cerity Partners LLC | 0.01% | Add +8.3% | 103,847 | $5.3M |
| Morningstar Investment Management LLC | 0.19% | New | 103,578 | $5.2M |
| Ibex Wealth Advisors | 0.50% | Reduce -48.6% | 103,519 | $5.2M |
| Jane Street Group, LLC | 0.01% | Reduce -77.6% | 102,266 | $5.2M |
| Crawford Investment Counsel Inc. | 0.08% | Add +0.1% | 101,125 | $5.1M |
| Amundi | 0.00% | Add +13.8% | 99,840 | $5.1M |
| Rodgers Brothers Inc. | 0.62% | Reduce -0.3% | 99,650 | $5.0M |
| Renaissance Technologies | 0.01% | New | 99,400 | $5.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.5% | 96,819 | $4.9M |
| Segall Bryant & Hamill, LLC | 0.06% | No change | 95,000 | $4.8M |
| Illinois Municipal Retirement Fund | 0.06% | Add +9.4% | 94,876 | $4.8M |
| Ruffer LLP | 0.26% | Reduce -26.8% | 91,950 | $4.6M |
| American Century Companies Inc. | 0.00% | Reduce -64.7% | 91,621 | $4.6M |
| Creative Planning | 0.00% | Add +11.8% | 91,417 | $4.6M |
| Schroder Investment Management Group | 0.00% | Reduce -3.3% | 85,684 | $4.3M |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.