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 |
|---|---|---|---|---|---|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
18,262
shares
|
$1.02 Million
0.43% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
18,249
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Added 30.39%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
18,050
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
18,048
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
18,000
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2017
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
17,942
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
17,767
shares
|
$997,084
0.3% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
17,499
shares
|
$982,043
0.01% of portfolio
|
Q1 2025
Added 267.78%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
17,400
shares
|
$976,488
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
17,219
shares
|
$966,330
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
17,041
shares
|
$956,340
0.0% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
16,866
shares
|
$946,519
0.05% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,700
shares
|
$937,204
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
16,682
shares
|
$936,193
0.27% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
16,601
shares
|
$931,648
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
16,511
shares
|
$926,597
0.04% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
16,342
shares
|
$917,113
0.03% of portfolio
|
Q1 2025
Added 104.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,328
shares
|
$916,327
0.0% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,288
shares
|
$914,082
0.02% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,271
shares
|
$913,128
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
16,180
shares
|
$908,021
0.01% of portfolio
|
Q2 2025
Reduced 26.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
15,681
shares
|
$880,017
0.11% of portfolio
|
Q2 2025
Added 25.45%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
15,625
shares
|
$876,875
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
15,614
shares
|
$876,257
0.09% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,370
shares
|
$862,564
0.04% of portfolio
|
Q3 2022
Added 127.94%
|