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 |
|---|---|---|---|---|---|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
13,146
shares
|
$674,915
0.0% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,133
shares
|
$674,248
0.01% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
12,649
shares
|
$649,399
0.12% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
12,340
shares
|
$633,535
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
11,917
shares
|
$611,818
0.31% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
11,711
shares
|
$601,242
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
11,538
shares
|
$592,360
0.15% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
11,533
shares
|
$592,104
0.0% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
11,439
shares
|
$587,278
0.18% of portfolio
|
Q2 2025
Reduced 66.01%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
10,868
shares
|
$557,963
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
10,610
shares
|
$544,717
0.3% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
10,551
shares
|
$541,688
0.01% of portfolio
|
Q2 2025
Added 58516.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,263
shares
|
$526,902
0.05% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,253
shares
|
$526,389
0.02% of portfolio
|
Q4 2024
Reduced 62.23%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
10,165
shares
|
$521,871
0.02% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
10,000
shares
|
$513,400
0.01% of portfolio
|
Q4 2022
Reduced 24.24%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,000
shares
|
$513,400
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
|
$512,783
0.2% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,852
shares
|
$505,801
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
9,838
shares
|
$505,082
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
9,786
shares
|
$502,413
0.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
9,673
shares
|
$496,611
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Jul 28, 2025 Q2 2025 |
9,493
shares
|
$487,370
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
9,387
shares
|
$481,928
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
9,335
shares
|
$479,258
0.0% of portfolio
|
Q2 2025
New holding
|