H&R BlockHRB
13F holders, Q4 2025 (December 31)506holders −35
54new positions
98sold out
9famous investors
$43.59avg. 13F price*
At the end of Q4 2025, 506 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, down 35 from Q3 2025. 54 opened new positions and 98 sold out. The largest holders were BlackRock, Inc. ($689.9M), FMR LLC ($634.8M) and Vanguard Group Inc. ($580.2M). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Lee Ainslie (0.1% of Maverick Capital's portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q4 2025)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $130.6M |
| Exits | 98 | $107.3M |
All 13F filers, Q3 2025 → Q4 2025: 8,808,062 shares bought and 13,247,137 shares sold, net −4,439,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| BlackRock, Inc. | 0.01% | Reduce -2.7% | 15,831,228 | $689.9M |
| FMR LLC | 0.03% | Add +1.3% | 14,567,341 | $634.8M |
| Vanguard Group Inc. | 0.01% | Reduce -2.5% | 13,313,823 | $580.2M |
| Fuller & Thaler Asset Management, Inc. | 0.63% | Add +4.7% | 4,285,516 | $186.8M |
| State Street Corp. | 0.01% | Reduce -4.2% | 3,985,160 | $175.4M |
| AQR Capital Management | 0.08% | Add +31.2% | 3,402,728 | $147.0M |
| Boston Partners | 0.14% | Reduce -21.1% | 3,065,070 | $133.6M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.5% | 2,890,440 | $126.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +8.8% | 2,519,882 | $109.8M |
| Lazard Asset Management LLC | 0.18% | Reduce -22.4% | 2,492,030 | $108.6M |
| Northern Trust Corp. | 0.01% | Reduce -12.2% | 2,415,655 | $105.3M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -9.8% | 1,794,481 | $78.2M |
| Wellington Management Group LLP | 0.01% | Reduce -26.3% | 1,697,916 | $74.0M |
| Citadel Advisors | 0.05% | Add +14.5% | 1,598,948 | $69.7M |
| Norges Bank | 0.01% | — | 1,593,419 | $69.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.6% | 1,576,650 | $68.7M |
| LSV Asset Management | 0.15% | Add +3.8% | 1,534,451 | $66.9M |
| Morgan Stanley | 0.00% | Reduce -17.9% | 1,500,953 | $65.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 1,419,957 | $61.9M |
| D. E. Shaw & Co. | 0.05% | Add +61.3% | 1,345,723 | $58.6M |
| Marshall Wace, LLP | 0.05% | Reduce -1.9% | 1,175,635 | $51.2M |
| Bank of America Corp. | 0.00% | Add +17.6% | 1,053,722 | $45.9M |
| First Trust Advisors LP | 0.03% | Add +12.1% | 1,052,391 | $45.9M |
| Ranmore Fund Management Ltd | 7.09% | New | 948,000 | $41.3M |
| UBS Group AG | 0.01% | Add +19.2% | 934,917 | $40.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.5% | 902,067 | $39.3M |
| BNP Paribas Financial Markets | 0.02% | Add +32.9% | 873,613 | $38.1M |
| NewEdge Wealth, LLC | 0.42% | Add +0.0% | 843,749 | $36.8M |
| Millennium Management | 0.03% | Add +268.1% | 839,268 | $36.6M |
| Lodge Hill Capital, LLC | 6.59% | New | 800,000 | $34.9M |
| Barclays PLC | 0.01% | Add +3.0% | 781,697 | $34.1M |
| Boston Trust Walden Corp | 0.26% | Reduce -9.4% | 776,309 | $33.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -7.8% | 691,037 | $30.1M |
| Nuveen, LLC | 0.01% | Reduce -1.6% | 681,709 | $29.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -39.9% | 640,918 | $27.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 631,511 | $27.5M |
| Invesco Ltd. | 0.00% | Add +37.8% | 613,621 | $26.7M |
| Arbejdsmarkedets Tillaegspension | 0.62% | — | 555,637 | $24.2M |
| Royal Bank of Canada | 0.00% | Reduce -66.3% | 537,494 | $23.4M |
| Pacer Advisors, Inc. | 0.06% | Reduce -4.7% | 533,391 | $23.2M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -51.2% | 507,482 | $22.1M |
| Jane Street Group, LLC | 0.02% | Add +357.3% | 467,640 | $20.4M |
| Bridgewater Associates | 0.07% | Reduce -24.8% | 455,655 | $19.9M |
| Sei Investments Co. | 0.02% | Reduce -1.6% | 425,562 | $18.5M |
| Alps Advisors Inc. | 0.10% | Reduce -5.5% | 388,678 | $16.9M |
| Rhumbline Advisers | 0.01% | Reduce -3.1% | 374,932 | $16.3M |
| Miller Howard Investments Inc. | 0.49% | Reduce -33.8% | 370,841 | $16.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +9.1% | 355,800 | $15.5M |
| California Public Employees Retirement System | 0.01% | Reduce -10.2% | 353,081 | $15.4M |
| Prevatt Capital Ltd | 4.41% | No change | 350,000 | $15.3M |
| Swedbank AB | 0.01% | Reduce -0.1% | 345,643 | $15.1M |
| Balyasny Asset Management L.P. | 0.03% | New | 317,801 | $13.8M |
| Royce & Associates LP | 0.14% | Add +47.3% | 316,067 | $13.8M |
| Voya Investment Management LLC | 0.01% | Reduce -4.8% | 286,604 | $12.5M |
| Alliancebernstein L.P. | 0.00% | Add +60.2% | 276,213 | $12.0M |
| Framtiden Holdings Management Co LLC | 13.00% | — | 275,000 | $12.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -8.5% | 271,894 | $11.8M |
| Swiss National Bank | 0.01% | Reduce -2.9% | 252,100 | $11.0M |
| GMO | 0.03% | Reduce -10.0% | 240,790 | $10.5M |
| Landscape Capital Management, L.L.C. | 0.61% | Add +46.0% | 210,498 | $9.2M |
| Legal & General Group Plc | 0.00% | Reduce -23.1% | 202,168 | $8.8M |
| Cambria Investment Management, L.P. | 0.51% | Add +15.5% | 200,151 | $8.7M |
| Tectonic Advisors LLC | 0.45% | Add +16.3% | 197,473 | $8.6M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 154,795 | $8.0M |
| Citigroup Inc. | 0.01% | Add +337.8% | 182,083 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.6% | 178,564 | $7.8M |
| Atom Investors LP | 0.59% | New | 171,538 | $7.5M |
| Midwest Trust Co | 0.09% | Reduce -2.0% | 170,328 | $7.4M |
| Victory Capital Management Inc. | 0.00% | Add +30.5% | 168,241 | $7.3M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -14.4% | 165,431 | $7.2M |
| Corient Private Wealth LP | 0.01% | Reduce -8.4% | 153,862 | $6.7M |
| Retirement Systems of Alabama | 0.02% | Reduce -6.3% | 151,731 | $6.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -3.2% | 150,854 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.1% | 150,146 | $6.6M |
| HRT Financial LP | 0.02% | Add +94.1% | 145,565 | $6.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.8% | 142,169 | $6.2M |
| Quantinno Capital Management LP | 0.01% | Add +138.1% | 137,929 | $6.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -4.9% | 137,927 | $6.0M |
| Crossmark Global Holdings, Inc. | 0.08% | Reduce -12.1% | 135,875 | $5.9M |
| California State Teachers Retirement System | 0.01% | Add +4.2% | 133,636 | $5.8M |
| Bank of Nova Scotia | 0.01% | Add +1410.1% | 121,127 | $5.3M |
| Point72 Asset Management | 0.01% | New | 119,858 | $5.2M |
| Ruffer LLP | 0.23% | Add +28.4% | 118,033 | $5.2M |
| Maverick Capital | 0.05% | New | 114,426 | $5.0M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -6.6% | 111,583 | $4.9M |
| Natixis | 0.02% | Add +1680.5% | 112,116 | $4.9M |
| Nordea Investment Management AB | 0.00% | Reduce -9.3% | 110,986 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +5.3% | 109,330 | $4.8M |
| Franklin Resources Inc. | 0.00% | Reduce -95.6% | 107,486 | $4.7M |
| Illinois Municipal Retirement Fund | 0.06% | Add +10.8% | 105,164 | $4.6M |
| Ibex Wealth Advisors | 0.45% | Add +1.2% | 104,731 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.9% | 102,676 | $4.5M |
| Sound Income Strategies, LLC | 0.21% | Add +1999.7% | 106,077 | $4.5M |
| Crawford Investment Counsel Inc. | 0.07% | Add +0.3% | 101,436 | $4.4M |
| Ossiam | 0.09% | New | 99,405 | $4.3M |
| Rodgers Brothers Inc. | 0.52% | Reduce -0.3% | 99,400 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +31.2% | 97,710 | $4.3M |
| Campbell & CO Investment Adviser LLC | 0.20% | Add +728.6% | 97,273 | $4.2M |
| Creative Planning | 0.00% | Add +6.3% | 97,197 | $4.2M |
| Seizert Capital Partners, LLC | 0.18% | Add +20.2% | 96,608 | $4.2M |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.