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 |
|---|---|---|---|---|---|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
11,613
shares
|
$651,721
0.09% of portfolio
|
Q1 2025
Reduced 25.84%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
11,554
shares
|
$648,410
0.01% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
10,868
shares
|
$609,912
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
10,862
shares
|
$609,575
0.01% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
10,792
shares
|
$605,647
0.0% of portfolio
|
Q1 2025
Reduced 96.3%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
10,700
shares
|
$600,484
0.05% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
10,610
shares
|
$595,433
0.3% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
10,283
shares
|
$577,081
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10,263
shares
|
$575,959
0.06% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,253
shares
|
$575,398
0.02% of portfolio
|
Q4 2024
Reduced 62.23%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
10,165
shares
|
$570,459
0.02% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,072
shares
|
$565,240
0.01% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,000
shares
|
$561,200
0.01% of portfolio
|
Q4 2022
Reduced 24.24%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
10,000
shares
|
$561,200
0.01% of portfolio
|
Q4 2022
Reduced 24.24%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
9,988
shares
|
$560,526
0.2% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
9,979
shares
|
$560,021
0.0% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
9,804
shares
|
$550,200
0.0% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
9,786
shares
|
$549,190
0.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
9,413
shares
|
$528,257
0.0% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
9,266
shares
|
$520,007
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
9,220
shares
|
$517,426
0.04% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,213
shares
|
$517,033
0.02% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,104
shares
|
$510,916
0.01% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,856
shares
|
$496,998
0.01% of portfolio
|
Q2 2025
Added 30.31%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
8,833
shares
|
$495,707
0.03% of portfolio
|
Q1 2025
Added 0.94%
|