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 |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
8,756
shares
|
$491,386
0.18% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
8,714
shares
|
$489,029
0.01% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
8,686
shares
|
$487,458
0.03% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
8,581
shares
|
$481,565
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
8,522
shares
|
$478,254
0.0% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
8,502
shares
|
$477,132
0.22% of portfolio
|
Q2 2025
Added 74.54%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
8,460
shares
|
$474,775
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
8,419
shares
|
$472,474
0.05% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
8,280
shares
|
$464,673
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
8,275
shares
|
$464,393
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,121
shares
|
$455,750
0.0% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,044
shares
|
$451,429
0.01% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
8,013
shares
|
$449,689
0.01% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
7,679
shares
|
$430,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,622
shares
|
$427,746
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,598
shares
|
$426,399
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,584
shares
|
$425,614
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,529
shares
|
$422,527
0.01% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
7,503
shares
|
$421,068
0.01% of portfolio
|
Q1 2025
Added 46.71%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
7,500
shares
|
$420,900
0.03% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
7,454
shares
|
$418,318
0.0% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
7,400
shares
|
$415,288
0.0% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
7,251
shares
|
$406,926
0.02% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
7,238
shares
|
$406,196
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,163
shares
|
$401,987
0.02% of portfolio
|
Q1 2025
Reduced 0.95%
|