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 |
|---|---|---|---|---|---|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
16,209
shares
|
$832,170
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
16,195
shares
|
$831,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
16,180
shares
|
$830,681
0.01% of portfolio
|
Q2 2025
Reduced 26.01%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
15,721
shares
|
$807,116
0.01% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
15,681
shares
|
$805,062
0.11% of portfolio
|
Q2 2025
Added 25.45%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
15,625
shares
|
$802,187
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
15,614
shares
|
$801,622
0.09% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
15,553
shares
|
$798,491
0.0% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,370
shares
|
$789,095
0.04% of portfolio
|
Q3 2022
Added 127.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
15,312
shares
|
$786,118
0.0% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
15,301
shares
|
$785,553
0.02% of portfolio
|
Q2 2025
Reduced 53.44%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
15,265
shares
|
$783,705
0.44% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
15,159
shares
|
$778,263
0.0% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$770,100
0.04% of portfolio
|
Q3 2020
Reduced 82.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
14,963
shares
|
$768,200
0.0% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
14,942
shares
|
$767,122
0.04% of portfolio
|
Q2 2025
Reduced 24.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,876
shares
|
$763,733
0.0% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
14,874
shares
|
$763,631
0.11% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
14,543
shares
|
$746,637
0.34% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
14,303
shares
|
$734,316
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
14,290
shares
|
$733,648
0.0% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
13,896
shares
|
$713,420
0.01% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
13,624
shares
|
$699,456
0.0% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
13,526
shares
|
$694,424
0.01% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
13,171
shares
|
$676,199
0.02% of portfolio
|
Q2 2025
Added 12.03%
|