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 |
| SG Americas Securities, LLC | 0.01% | Add +1750.9% | 95,097 | $4.1M |
| Segall Bryant & Hamill, LLC | 0.06% | No change | 95,000 | $4.1M |
| Prudential Financial Inc. | 0.00% | Reduce -19.0% | 93,242 | $4.1M |
| HSBC Holdings PLC | 0.00% | Add +38.5% | 92,460 | $4.0M |
| Elo Mutual Pension Insurance Co | 0.06% | Add +68.7% | 91,258 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.1% | 88,952 | $3.9M |
| Squarepoint Ops LLC | 0.01% | Add +141.5% | 79,336 | $3.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -4.2% | 78,511 | $3.4M |
| Acadian Asset Management LLC | 0.01% | Reduce -52.0% | 76,956 | $3.4M |
| Capital Fund Management S.A. | 0.03% | Reduce -45.2% | 76,757 | $3.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +101.4% | 75,473 | $3.3M |
| Intech Investment Management LLC | 0.03% | Add +19.8% | 75,034 | $3.3M |
| Kendall Capital Management | 0.65% | Add +8.5% | 70,780 | $3.1M |
| Agf Management Ltd. | 0.01% | Add +5.7% | 68,824 | $3.0M |
| Storebrand Asset Management As | 0.01% | No change | 68,181 | $3.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -12.5% | 67,607 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 65,366 | $2.8M |
| SummitTX Capital, L.P. | 0.08% | Add +77.9% | 64,209 | $2.8M |
| Wedge Capital Management L L P | 0.05% | Add +4.0% | 63,755 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +34.3% | 62,900 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -10.1% | 62,809 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +34.4% | 59,625 | $2.6M |
| Redwood Investment Management, LLC | 0.29% | Reduce -6.1% | 59,320 | $2.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.3% | 59,148 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -15.1% | 58,450 | $2.5M |
| Amalgamated Bank | 0.02% | Reduce -7.9% | 57,592 | $2.5M |
| Vest Financial, LLC | 0.03% | Add +11.4% | 56,680 | $2.5M |
| Brevan Howard Capital Management LP | 0.05% | New | 56,411 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -3.6% | 55,563 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -6.9% | 55,009 | $2.4M |
| Round Hill Asset Management | 1.50% | Reduce -1.6% | 54,606 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 53,915 | $2.3M |
| Cwm, LLC | 0.01% | Add +18.5% | 53,631 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +2.9% | 53,574 | $2.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -73.1% | 53,075 | $2.3M |
| Rings Capital Management LLC | 1.15% | No change | 53,000 | $2.3M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -14.9% | 52,615 | $2.3M |
| Qsemble Capital Management, LP | 0.19% | New | 52,500 | $2.3M |
| Comerica Bank | 0.01% | Reduce -6.0% | 51,468 | $2.2M |
| Sprott Inc. | 0.08% | New | 50,000 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | Add +46.7% | 49,300 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +17.0% | 48,501 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.0% | 47,276 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -7.7% | 51,160 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -3.6% | 45,400 | $2.0M |
| Auxier Asset Management LLC | 0.28% | Reduce -1.6% | 45,292 | $2.0M |
| Jefferies Financial Group Inc. | 0.02% | Add +68.0% | 45,038 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -6.9% | 44,637 | $1.9M |
| Commerce Bank | 0.01% | Add +1.0% | 44,150 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -4.2% | 43,306 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -7.4% | 42,770 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -10.5% | 42,628 | $1.9M |
| Lighthouse Investment Partners, LLC | 0.06% | New | 42,471 | $1.9M |
| Optimist Retirement Group LLC | 0.84% | Add +1.3% | 42,308 | $1.8M |
| FIL Ltd | 0.00% | Add +230.8% | 41,564 | $1.8M |
| Tidal Investments LLC | 0.01% | Add +241.6% | 41,485 | $1.8M |
| Burney Co./ | 0.06% | Reduce -5.8% | 41,344 | $1.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +23.4% | 41,200 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 40,765 | $1.8M |
| Wbi Investments, LLC | 0.45% | Add +228.4% | 39,809 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -4.6% | 39,678 | $1.7M |
| Bridgefront Capital, LLC | 0.43% | New | 39,496 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.8% | 39,578 | $1.7M |
| Cunning Capital Partners, LP | 0.75% | No change | 37,360 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.7% | 37,150 | $1.6M |
| Aurora Investment Counsel | 0.84% | Reduce -4.7% | 36,798 | $1.6M |
| Engineers Gate Manager LP | 0.02% | Reduce -88.4% | 36,693 | $1.6M |
| M&T Bank Corp | 0.01% | Add +6.0% | 36,663 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.1% | 39,210 | $1.6M |
| Tudor Investment Corporation | 0.01% | New | 36,096 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -10.0% | 35,655 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -6.2% | 35,000 | $1.5M |
| Vident Advisory, LLC | 0.01% | Add +6.4% | 34,597 | $1.5M |
| Tealwood Asset Management Inc. | 0.68% | Reduce -23.2% | 34,558 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -15.1% | 34,396 | $1.5M |
| Cibc World Markets Corp. | 0.01% | — | 34,270 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.4% | 31,663 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -7.9% | 31,637 | $1.4M |
| Jump Financial, LLC | 0.02% | New | 31,341 | $1.4M |
| Linden Thomas Advisory Services, LLC | 0.14% | Reduce -0.2% | 30,937 | $1.3M |
| Human Investing LLC | 0.19% | Reduce -13.8% | 30,380 | $1.3M |
| Ritholtz Wealth Management | 0.02% | Reduce -2.6% | 30,312 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -15.1% | 30,156 | $1.3M |
| Chase Investment Counsel Corp. | 0.37% | Add +25.0% | 30,000 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -6.3% | 29,868 | $1.3M |
| Castlekeep Investment Advisors LLC | 0.59% | No change | 29,665 | $1.3M |
| Vestcor Inc | 0.04% | Add +27.2% | 29,494 | $1.3M |
| Kennondale Capital Management LLC | 0.94% | No change | 29,286 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.5% | 28,468 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -5.2% | 28,286 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +97.0% | 28,084 | $1.2M |
| Schroder Investment Management Group | 0.00% | Reduce -67.4% | 27,946 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -19.6% | 27,816 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 27,800 | $1.2M |
| First Citizens Bank & Trust Co. | 0.02% | Add +0.4% | 27,418 | $1.2M |
| Freestone Grove Partners LP | 0.01% | Add +9.8% | 25,235 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -6.3% | 25,224 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +19.2% | 24,795 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +21.3% | 22,208 | $1.1M |
| Sovereign's Capital Management, LLC | 0.62% | Reduce -10.5% | 23,316 | $1.0M |
| Argyle Capital Management, LLC | 0.34% | No change | 23,233 | $1.0M |
| LGT Group Foundation | 0.01% | Reduce -26.0% | 23,236 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -7.7% | 23,170 | $1.0M |
| Huber Capital Management LLC | 0.15% | Reduce -0.4% | 23,100 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -33.4% | 22,891 | $1.0M |
| Bank of Montreal | 0.00% | Reduce -58.9% | 22,712 | $990K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.4% | 22,496 | $980K |
| Teacher Retirement System of Texas | 0.00% | Reduce -39.6% | 22,474 | $979K |
| Summit Trail Advisors, LLC | 0.02% | Reduce -6.3% | 21,481 | $939K |
| Versor Investments LP | 0.14% | Add +20.8% | 20,100 | $876K |
| Osaic Holdings, Inc. | 0.00% | Add +2.9% | 19,894 | $867K |
| Nomura Asset Management International Inc. | 0.00% | — | 19,900 | $867K |
| Picton Mahoney Asset Management | 0.01% | Add +2.0% | 19,287 | $841K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.2% | 18,707 | $815K |
| Baird Financial Group, Inc. | 0.00% | Add +7.8% | 18,589 | $810K |
| Gallacher Capital Management LLC | 0.31% | Reduce -35.1% | 18,435 | $803K |
| GenTrust, LLC | 0.03% | Add +4.7% | 18,222 | $802K |
| Kessler Investment Group, LLC | 0.34% | Reduce -0.0% | 18,329 | $799K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.2% | 18,077 | $788K |
| MSH Capital Advisors LLC | 0.16% | Reduce -0.3% | 17,680 | $770K |
| Ethic Inc. | 0.01% | Reduce -10.9% | 17,561 | $765K |
| Advisory Research Inc. | 0.10% | Add +4.1% | 17,526 | $764K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.5% | 17,342 | $756K |
| Exchange Traded Concepts, LLC | 0.01% | Add +8.9% | 17,193 | $749K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.0% | 17,183 | $749K |
| Truist Financial Corp. | 0.00% | Reduce -79.2% | 16,987 | $740K |
| Rockland Trust Co. | 0.03% | No change | 16,866 | $735K |
| Morningstar Investment Management LLC | 0.04% | Reduce -83.9% | 16,692 | $727K |
| Ifrah Financial Services, Inc. | 0.18% | Reduce -1.8% | 16,131 | $703K |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.7% | 15,983 | $697K |
| HighTower Advisors, LLC | 0.00% | Reduce -18.3% | 15,576 | $679K |
| Fideuram Asset Management (Ireland) dac | 0.05% | — | 14,062 | $668K |
| Legacy Bridge, LLC | 0.27% | No change | 15,265 | $665K |
| Pinebridge Investments LLC | 0.00% | — | 15,261 | $665K |
| Range Financial Group LLC | 0.23% | Add +4.8% | 15,053 | $656K |
| RBF Capital, LLC | 0.03% | No change | 15,000 | $654K |
| Neuberger Berman Group LLC | 0.00% | Add +12.4% | 14,953 | $652K |
| Claret Asset Management Corp | 0.07% | Reduce -0.2% | 14,690 | $640K |
| Farther Finance Advisors, LLC | 0.01% | Add +5.6% | 14,521 | $633K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -14.6% | 14,480 | $631K |
| New Age Alpha Advisors, LLC | 0.03% | Reduce -49.0% | 14,431 | $629K |
| MML Investors Services, LLC | 0.00% | Reduce -5.2% | 14,381 | $627K |
| AE Wealth Management LLC | 0.00% | Add +30.1% | 14,297 | $623K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,290 | $623K |
| Xponance LLC | 0.00% | Reduce -17.9% | 14,281 | $622K |
| Merit Financial Group, LLC | 0.00% | Add +10.1% | 13,582 | $592K |
| Simplex Trading, LLC | 0.02% | Add +526.3% | 13,203 | $575K |
| Jones Financial Companies LLLP | 0.00% | Reduce -11.8% | 13,055 | $569K |
| Fieldview Capital Management, LLC | 0.10% | New | 13,030 | $568K |
| Oxford Asset Management LLP | 0.20% | New | 13,027 | $568K |
| Choreo, LLC | 0.01% | Reduce -1.0% | 12,957 | $564K |
| South Dakota Investment Council | 0.01% | Reduce -9.4% | 12,501 | $545K |
| Journey Strategic Wealth LLC | 0.01% | Add +2.8% | 12,469 | $543K |
| PEAK6 LLC | 0.01% | Add +622600.0% | 12,454 | $543K |
| US Bancorp \de | 0.00% | Reduce -3.7% | 12,139 | $529K |
| Harbour Investments, Inc. | 0.01% | Add +45.8% | 12,139 | $529K |
| &partners | 0.00% | Reduce -8.7% | 11,990 | $523K |
| Curi Capital, LLC | 0.01% | Reduce -1.2% | 11,718 | $516K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +11.6% | 11,757 | $512K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -67.5% | 11,583 | $505K |
| New York Life Investment Management LLC | 0.00% | Reduce -14.9% | 11,461 | $499K |
| American Century Companies Inc. | 0.00% | Reduce -87.8% | 11,226 | $489K |
| Mutual Advisors, LLC | 0.01% | New | 11,078 | $483K |
| HB Wealth Management, LLC | 0.00% | Add +103.6% | 11,033 | $481K |
| AlphaQuest LLC | 0.03% | Add +80.4% | 10,985 | $479K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 10,874 | $474K |
| Ceera Investments, LLC | 0.18% | Reduce -48.4% | 10,580 | $461K |
| Aviso Wealth Management | 0.19% | No change | 10,561 | $460K |
| Convergence Financial, LLC | 0.07% | Add +0.6% | 10,551 | $460K |
| Swiss Life Asset Management Ltd | 0.00% | Add +73.3% | 10,534 | $459K |
| CWC Advisors, LLC. | 0.22% | Reduce -2.0% | 10,461 | $456K |
| CSS LLC | 0.08% | New | 10,460 | $456K |
| Fifth Third Bancorp | 0.00% | Reduce -3.2% | 10,425 | $454K |
| Chesley Taft & Associates LLC | 0.02% | Add +5.3% | 10,170 | $443K |
| Federated Hermes, Inc. | 0.00% | Reduce -95.5% | 10,166 | $443K |
| Mackenzie Financial Corp. | 0.00% | Reduce -64.4% | 10,139 | $441K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,000 | $440K |
| Natixis Advisors, LLC | 0.00% | Reduce -36.5% | 10,026 | $437K |
| Quent Capital, LLC | 0.03% | Add +1750.8% | 10,013 | $436K |
| Capital Advisory Group Advisory Services, LLC | 0.13% | Reduce -0.7% | 9,920 | $432K |
| Lavelle Capital LP | 0.27% | — | 9,855 | $429K |
| denkapparat Operations GmbH | 0.23% | No change | 9,794 | $427K |
| Maridea Wealth Management LLC | 0.06% | New | 9,413 | $410K |
| Amundi | 0.00% | Reduce -90.6% | 9,377 | $409K |
| Captrust Financial Advisors | 0.00% | Add +7.2% | 9,228 | $402K |
| Securian Asset Management, Inc. | 0.02% | Reduce -8.1% | 9,213 | $402K |
| Verition Fund Management LLC | 0.00% | Reduce -50.7% | 9,144 | $398K |
| Brown Advisory Inc. | 0.00% | Reduce -5.4% | 8,756 | $382K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.6% | 8,662 | $377K |
| Tradewinds, LLC. | 0.09% | No change | 8,581 | $374K |
| Jain Global LLC | 0.00% | Reduce -82.2% | 8,580 | $374K |
| Unifi Asset Management LP | 0.40% | — | 8,355 | $364K |
| Taylor Hoffman Capital Management LLC | 0.11% | Add +67.4% | 8,322 | $363K |
| Measured Wealth Private Client Group, LLC | 0.10% | Reduce -68.9% | 8,250 | $360K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -13.4% | 7,885 | $344K |
| Martingale Asset Management L P | 0.01% | Reduce -68.9% | 7,658 | $334K |
| TD Private Client Wealth LLC | 0.01% | Add +173.0% | 7,619 | $332K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +26.6% | 7,550 | $329K |
| Vise Technologies, Inc. | 0.01% | Add +68.3% | 7,548 | $329K |
| Park National Corp. | 0.01% | Reduce -0.0% | 7,358 | $321K |
| Armistice Capital, LLC | 0.01% | Reduce -50.1% | 7,245 | $316K |
| Blue Trust, Inc. | 0.00% | Reduce -18.8% | 6,856 | $299K |
| Utah Retirement Systems | 0.00% | Reduce -4.1% | 6,719 | $293K |
| AlphaGrep UK Ltd | 0.10% | — | 6,618 | $288K |
| Brooklyn Investment Group | 0.01% | New | 6,599 | $288K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,486 | $283K |
| Gsa Capital Partners LLP | 0.02% | Reduce -21.8% | 6,467 | $282K |
| Silver Coast Investments LLC | 0.10% | No change | 6,428 | $280K |
| Sterling Capital Management LLC | 0.00% | Reduce -6.8% | 6,382 | $278K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.6% | 6,324 | $276K |
| MOKAN Wealth Management Inc. | 0.12% | Add +0.8% | 6,291 | $274K |
| iSAM Funds (UK) Ltd | 0.10% | Reduce -68.3% | 6,139 | $268K |
| Waldron Private Wealth LLC | 0.01% | No change | 6,075 | $267K |
| Chicago Partners Investment Group LLC | 0.01% | Add +62.3% | 6,640 | $266K |
| Focus Financial Network, Inc. | 0.01% | Reduce -9.5% | 6,000 | $264K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.1% | 5,966 | $260K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +1.4% | 5,900 | $260K |
| Twinbeech Capital LP | 0.02% | New | 5,895 | $257K |
| Meeder Advisory Services, Inc. | 0.01% | New | 5,887 | $257K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 5,779 | $252K |
| D.A. Davidson & Co. | 0.00% | Add +26.9% | 5,731 | $250K |
| DGS Capital Management, LLC | 0.04% | Reduce -1.1% | 5,710 | $249K |
| Arnhold LLC | 0.02% | No change | 5,600 | $244K |
| Hancock Whitney Corp. | 0.00% | Reduce -12.1% | 5,365 | $234K |
| Banque Cantonale Vaudoise | 0.01% | No change | 5,324 | $232K |
| Marex Group Ltd | 0.00% | New | 5,317 | $232K |
| Guggenheim Capital LLC | 0.00% | Reduce -62.2% | 5,314 | $232K |
| Jupiter Asset Management Ltd. | 0.00% | New | 5,237 | $228K |
| Savant Capital, LLC | 0.00% | New | 5,120 | $223K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -28.3% | 5,093 | $222K |
| MQS Management LLC | 0.13% | New | 5,078 | $221K |
| ProShare Advisors LLC | 0.00% | Reduce -11.0% | 5,070 | $221K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.9% | 5,052 | $220K |
| Abel Hall, LLC | 0.05% | New | 5,046 | $220K |
| Roof Eidam Maycock Peralta, LLC | 0.05% | No change | 5,000 | $218K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 5,000 | $218K |
| Everett Harris & Co. | 0.00% | No change | 5,000 | $218K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.0% | 4,955 | $216K |
| Essential Partners LLC | 0.07% | Add +12.0% | 4,871 | $212K |
| Gateway Investment Advisers LLC | 0.00% | Add +20.6% | 4,826 | $210K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 4,800 | $209K |
| Wedmont Private Capital | 0.01% | Reduce -54.0% | 4,784 | $208K |
| Affinity Capital Advisors, LLC | 0.03% | No change | 4,700 | $205K |
| North Dakota State Investment Board | 0.01% | — | 4,654 | $203K |
| Keybank National Association | 0.00% | New | 4,645 | $202K |
| Catalyst Funds Management Pty Ltd | 0.05% | New | 4,600 | $200K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +15.3% | 4,375 | $191K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,180 | $182K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 4,110 | $179K |
| UMB Bank, n.a. | 0.00% | Reduce -6.2% | 3,959 | $173K |
| KBC Group NV | 0.00% | No change | 3,929 | $171K |
| 1620 Investment Advisors, Inc. | 0.11% | Reduce -4.4% | 3,809 | $166K |
| New Vernon Capital Holdings II LLC | 0.08% | No change | 3,763 | $164K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.3% | 3,708 | $162K |
| Motiv8 Investments LLC | 0.09% | New | 3,620 | $158K |
| SageView Advisory Group, LLC | 0.01% | Reduce -14.8% | 3,591 | $156K |
| Global Retirement Partners, LLC | 0.00% | Add +113.9% | 3,577 | $156K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -29.3% | 3,569 | $156K |
| Hantz Financial Services, Inc. | 0.00% | Add +144.7% | 3,296 | $144K |
| STRS Ohio | 0.00% | Reduce -4.3% | 3,034 | $132K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 2,735 | $119K |
| GAMMA Investing LLC | 0.01% | Add +40.8% | 2,622 | $114K |
| EMC Capital Management | 0.05% | Reduce -15.0% | 2,479 | $108K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 2,400 | $105K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +69.1% | 2,361 | $103K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,303 | $100K |
| High Point Wealth Management, LLC | 0.10% | — | 2,283 | $99K |
| Covestor Ltd | 0.05% | Add +47.9% | 2,069 | $91K |
| Independence Bank of Kentucky | 0.01% | No change | 2,000 | $87K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,984 | $86K |
| Horizon Investments, LLC | 0.00% | Reduce -83.5% | 1,856 | $81K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +32.8% | 1,802 | $79K |
| Parallel Advisors, LLC | 0.00% | Add +27.0% | 1,802 | $79K |
| Arax Advisory Partners | 0.00% | Reduce -81.9% | 1,742 | $76K |
| Aquatic Capital Management LLC | 0.00% | Reduce -75.2% | 1,666 | $73K |
| Rothschild Investment LLC | 0.00% | Add +45.2% | 1,645 | $72K |
| Walleye Capital LLC | 0.00% | Add +90.3% | 1,637 | $71K |
| Huntington National Bank | 0.00% | Add +3.6% | 1,627 | $71K |
| IFP Advisors, Inc | 0.00% | Reduce -73.5% | 1,477 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 1,440 | $63K |
| National Bank of Canada | 0.00% | Reduce -3.8% | 1,433 | $62K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -5.5% | 1,264 | $55K |
| Carolina Wealth Advisors, LLC | 0.02% | Add +1.3% | 1,151 | $50K |
| HM Payson & Co. | 0.00% | No change | 1,150 | $50K |
| Richardson Financial Services Inc. | 0.02% | Reduce -11.7% | 1,135 | $49K |
| Private Trust Co. NA | 0.00% | Reduce -3.4% | 1,123 | $49K |
| Corsicana & Co. | 0.03% | No change | 1,050 | $46K |
| Employees Retirement System of Texas | 0.00% | No change | 1,000 | $44K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.9% | 922 | $40K |
| Danske Bank A/S | 0.00% | No change | 900 | $39K |
| Bogart Wealth, LLC | 0.00% | Reduce -2.3% | 866 | $38K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -9.2% | 849 | $37K |
| Signaturefd, LLC | 0.00% | Add +82.1% | 843 | $37K |
| Spire Wealth Management | 0.00% | Add +61.1% | 836 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 830 | $36K |
| Archer Investment Corp | 0.01% | No change | 800 | $35K |
| DV Trading LLC | 0.00% | — | 800 | $35K |
| Valley National Advisers Inc. | 0.00% | New | 800 | $34K |
| Elevation Wealth Partners, LLC | 0.01% | New | 765 | $33K |
| MAI Capital Management | 0.00% | Add +50.8% | 760 | $33K |
| Los Angeles Capital Management LLC | 0.00% | New | 643 | $33K |
| Parkside Financial Bank & Trust | 0.00% | Add +34.6% | 716 | $31K |
| Penserra Capital Management LLC | 0.00% | Reduce -4.8% | 690 | $30K |
| State of Wyoming | 0.00% | Reduce -69.2% | 684 | $30K |
| Nvwm, LLC | 0.01% | No change | 676 | $29K |
| WPG Advisers, LLC | 0.02% | Reduce -6.3% | 623 | $27K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.4% | 618 | $27K |
| Abound Wealth Management | 0.01% | Add +208.0% | 616 | $27K |
| Atwood & Palmer Inc. | 0.00% | No change | 570 | $25K |
| SHP Wealth Management | 0.00% | — | 548 | $24K |
| Group One Trading LLC | 0.00% | Reduce -64.8% | 517 | $23K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 500 | $22K |
| Operose Advisors LLC | 0.01% | No change | 500 | $22K |
| NFSG Corp | 0.00% | No change | 500 | $22K |
| Clearstead Advisors, LLC | 0.00% | Reduce -14.9% | 435 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 430 | $18K |
| Bessemer Group Inc. | 0.00% | Reduce -85.6% | 418 | $18K |
| Larson Financial Group LLC | 0.00% | Reduce -4.2% | 410 | $18K |
| Torren Management, LLC | 0.01% | — | 408 | $18K |
| Eastern Bank | 0.00% | No change | 400 | $17K |
| Elyxium Wealth, LLC | 0.00% | New | 398 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.8% | 382 | $17K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 379 | $17K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 358 | $16K |
| Assetmark, Inc. | 0.00% | Reduce -57.1% | 345 | $15K |
| Root Financial Partners, LLC | 0.00% | Reduce -0.6% | 337 | $15K |
| Pacific Center for Financial Services | 0.00% | No change | 280 | $14K |
| WealthCollab, LLC | 0.01% | Add +207.0% | 307 | $13K |
| CENTRAL TRUST Co | 0.00% | No change | 297 | $13K |
| Manchester Capital Management LLC | 0.00% | Reduce -18.5% | 265 | $12K |
| Tsfg, LLC | 0.00% | Add +0.8% | 257 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 241 | $11K |
| Private Wealth Asset Management, LLC | 0.00% | Add +12.5% | 225 | $10K |
| Clearstead Trust, LLC | 0.00% | Add +10900.0% | 220 | $10K |
| SouthState Bank Corp | 0.00% | Add +2100.0% | 220 | $10K |
| Basepoint Wealth LLC | 0.01% | New | 205 | $9K |
| Versant Capital Management, Inc | 0.00% | Reduce -81.9% | 189 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 182 | $8K |
| Park Square Financial Group, LLC | 0.05% | New | 147 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 171 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +227.4% | 167 | $7K |
| Sittner & Nelson, LLC | 0.00% | New | 200 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 148 | $6K |
| Whittier Trust Co. | 0.00% | Reduce -53.5% | 146 | $6K |
| Centennial Bank | 0.00% | No change | 140 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -5.4% | 139 | $6K |
| Quarry LP | 0.00% | Reduce -95.3% | 137 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +20.4% | 136 | $6K |
| Atlas Capital Advisors Inc. | 0.00% | — | 135 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 133 | $6K |
| McMillan Office, Inc. | 0.00% | — | 130 | $6K |
| Rossby Financial, LCC | 0.00% | Add +48.8% | 128 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +5.0% | 125 | $5K |
| LRI Investments, LLC | 0.00% | No change | 121 | $5K |
| Grove Bank & Trust | 0.00% | No change | 113 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -32.9% | 106 | $5K |
| American National Bank & Trust | 0.00% | New | 95 | $4K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.1% | 91 | $4K |
| Curio Wealth, LLC | 0.00% | No change | 86 | $4K |
| Country Trust Bank | 0.00% | No change | 85 | $4K |
| Salomon & Ludwin, LLC | 0.00% | Add +5.1% | 83 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 79 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | Add +1000.0% | 66 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +306.3% | 65 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -65.2% | 62 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 60 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 53 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 52 | $2K |
| Nova Wealth Management, Inc. | 0.00% | No change | 50 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -99.1% | 45 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 42 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 41 | $2K |
| Clean Yield Group | 0.00% | No change | 37 | $2K |
| Wealth Watch Advisors, INC | 0.00% | No change | 30 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 29 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -61.1% | 28 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 27 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 26 | $1K |
| United Financial Planning Group LLC | 0.00% | New | 24 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 24 | $1K |
| Sunrise Financial Services, LLC | 0.00% | — | 23 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 23 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -12.0% | 22 | $959 |
| Cornerstone Planning Group LLC | 0.00% | No change | 19 | $742 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 17 | $741 |
| Cornerstone Financial Management LLC | 0.00% | — | 15 | $654 |
| Principia Wealth Advisory, LLC | 0.00% | Add +1400.0% | 15 | $654 |
| Westside Investment Management, Inc. | 0.00% | New | 15 | $654 |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 15 | $654 |
| American Capital Advisory, LLC | 0.00% | Add +133.3% | 14 | $611 |
| Key Financial Inc | 0.00% | No change | 14 | $610 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 12 | $526 |
| USA Financial Formulas | 0.00% | New | 12 | $523 |
| Kilter Group LLC | 0.00% | New | 10 | $436 |
| Quaker Wealth Management, LLC | 0.00% | New | 7 | $306 |
| MV Capital Management, Inc. | 0.00% | New | 7 | $306 |
| First Horizon Corp. | 0.00% | No change | 7 | $305 |
| AdvisorNet Financial, Inc | 0.00% | Add +75.0% | 7 | $305 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -16.7% | 5 | $218 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $218 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 4 | $174 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $150 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -66.7% | 2 | $88 |
| Triumph Capital Management | 0.00% | New | 1 | $44 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 2 | $0 |
| Avion Wealth | 0.00% | Add +20.0% | 12 | $0 |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.