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 |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
15,265
shares
|
$856,671
0.51% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
15,116
shares
|
$848,309
0.16% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
15,100
shares
|
$847,412
0.01% of portfolio
|
Q1 2025
Added 19.74%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
15,000
shares
|
$841,800
0.05% of portfolio
|
Q3 2020
Reduced 82.84%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
14,962
shares
|
$839,667
0.0% of portfolio
|
Q1 2025
Reduced 29.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,876
shares
|
$834,841
0.0% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
14,802
shares
|
$830,688
0.0% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
14,758
shares
|
$828,218
0.01% of portfolio
|
Q1 2025
Reduced 28.1%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
14,545
shares
|
$816,265
0.01% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
14,543
shares
|
$816,153
0.34% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
14,526
shares
|
$815,199
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
14,514
shares
|
$814,525
0.0% of portfolio
|
Q1 2025
Added 140.62%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
14,287
shares
|
$801,786
0.01% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
13,709
shares
|
$769,349
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
13,067
shares
|
$733,320
0.0% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
12,954
shares
|
$726,978
0.02% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
12,808
shares
|
$718,784
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
12,649
shares
|
$709,861
0.12% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
12,620
shares
|
$708,234
0.01% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
12,282
shares
|
$689,265
0.0% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
12,163
shares
|
$682,587
0.2% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
11,942
shares
|
$670,185
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
11,917
shares
|
$668,782
0.35% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
11,831
shares
|
$663,955
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
11,757
shares
|
$659,802
0.02% of portfolio
|
Q1 2025
Added 111.88%
|