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 596 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $5.65 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
16,591
shares
|
$906,698
0.0% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,271
shares
|
$889,210
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
15,942
shares
|
$871,230
0.08% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
15,917
shares
|
$869,864
0.01% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
15,857
shares
|
$866,585
0.01% of portfolio
|
Q3 2024
Added 1.95%
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
15,662
shares
|
$855,928
0.03% of portfolio
|
Q3 2024
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
15,609
shares
|
$853,031
0.0% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,555
shares
|
$850,080
0.0% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,370
shares
|
$839,970
0.04% of portfolio
|
Q3 2022
Added 127.94%
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
15,277
shares
|
$834,888
0.55% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
15,241
shares
|
$832,920
0.0% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$819,750
0.05% of portfolio
|
Q3 2020
Reduced 82.84%
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,992
shares
|
$819,312
0.19% of portfolio
|
Q3 2024
Reduced 36.78%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,876
shares
|
$812,973
0.0% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
13,969
shares
|
$763,405
0.01% of portfolio
|
Q3 2024
Reduced 51.99%
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
13,923
shares
|
$760,891
0.01% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
13,667
shares
|
$746,901
0.09% of portfolio
|
Q3 2024
Reduced 27.13%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
13,617
shares
|
$744,169
0.03% of portfolio
|
Q3 2024
Added 34.96%
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
13,000
shares
|
$710,450
0.25% of portfolio
|
Q3 2024
New holding
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,911
shares
|
$705,586
0.0% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,697
shares
|
$693,891
0.01% of portfolio
|
Q3 2024
Added 17.16%
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
12,691
shares
|
$693,563
0.16% of portfolio
|
Q3 2024
New holding
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
12,600
shares
|
$688,590
0.09% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
12,588
shares
|
$687,934
0.01% of portfolio
|
Q3 2024
Reduced 52.99%
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,448
shares
|
$680,283
0.08% of portfolio
|
Q3 2024
Added 4.18%
|