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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
19,522
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 82.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,327
shares
|
$992,248
0.0% of portfolio
|
Q2 2025
Added 18.37%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
19,258
shares
|
$988,705
0.1% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
18,957
shares
|
$973,252
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
18,906
shares
|
$970,634
0.27% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
18,671
shares
|
$958,569
0.0% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
18,591
shares
|
$954,461
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
18,403
shares
|
$944,810
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
18,262
shares
|
$937,571
0.43% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
18,125
shares
|
$930,537
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
18,048
shares
|
$926,584
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
18,000
shares
|
$924,120
0.12% of portfolio
|
Q3 2017
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
17,903
shares
|
$919,140
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
17,734
shares
|
$910,463
0.28% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
17,443
shares
|
$895,523
0.01% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
17,400
shares
|
$893,316
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
17,244
shares
|
$885,306
0.01% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
17,180
shares
|
$882,021
0.01% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
16,866
shares
|
$865,900
0.05% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
16,511
shares
|
$847,674
0.04% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
16,500
shares
|
$847,110
0.25% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
16,342
shares
|
$838,998
0.03% of portfolio
|
Q1 2025
Added 104.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,288
shares
|
$836,225
0.02% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,271
shares
|
$835,353
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,220
shares
|
$832,734
0.14% of portfolio
|
Q2 2025
Added 7.3%
|