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 626 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $6.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
23,987
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
23,233
shares
|
$1.3 Million
0.48% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
May 14, 2025 Q1 2025 |
23,200
shares
|
$1.3 Million
0.25% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
22,913
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 50.76%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
22,231
shares
|
$1.25 Million
0.79% of portfolio
|
Q4 2022
Reduced 1.33%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
21,909
shares
|
$1.23 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
21,703
shares
|
$1.22 Million
0.71% of portfolio
|
Q1 2025
Added 36.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
21,144
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 25.39%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
May 05, 2025 Q1 2025 |
21,000
shares
|
$1.18 Million
0.3% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
20,510
shares
|
$1.15 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
20,320
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
20,139
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Bw Gestao De Investimentos Ltda.
|
May 15, 2025 Q1 2025 |
20,100
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
20,026
shares
|
$1.12 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
20,023
shares
|
$1.12 Million
0.23% of portfolio
|
Q1 2025
Reduced 34.41%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
19,884
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
19,827
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
19,770
shares
|
$1.11 Million
0.38% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Rayliant Investment Research
Santa Monica, CA |
Feb 14, 2023 Q4 2022 |
19,730
shares
|
$1.11 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
19,568
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
19,319
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
18,916
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
18,671
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
18,505
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,431
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.74%
|