Institutional Ownership H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB). We have compiled data on the 625 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $5.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
25,856
shares
|
$1.33 Million
0.43% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
25,850
shares
|
$1.33 Million
0.14% of portfolio
|
Q2 2025
Added 151.39%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
24,973
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
24,915
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 189.51%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
24,628
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
24,019
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 235.74%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
24,000
shares
|
$1.23 Million
0.42% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
23,991
shares
|
$1.23 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
23,705
shares
|
$1.22 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
23,337
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 15.88%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
23,233
shares
|
$1.19 Million
0.47% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Aug 13, 2025 Q2 2025 |
23,200
shares
|
$1.19 Million
0.22% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
22,231
shares
|
$1.14 Million
0.79% of portfolio
|
Q4 2022
Reduced 1.33%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
21,748
shares
|
$1.12 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
21,569
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 88.86%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
21,141
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
20,860
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
20,603
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
20,510
shares
|
$1.05 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
20,476
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
19,900
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 79.79%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
19,770
shares
|
$1.01 Million
0.38% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
19,732
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Rayliant Investment Research
Santa Monica, CA |
Feb 14, 2023 Q4 2022 |
19,730
shares
|
$1.01 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,547
shares
|
$1 Million
0.11% of portfolio
|
Q2 2025
Reduced 24.27%
|