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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
9,314
shares
|
$478,180
0.0% of portfolio
|
Q2 2025
Reduced 22.01%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
9,300
shares
|
$477,462
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,213
shares
|
$472,995
0.02% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
9,113
shares
|
$467,861
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
9,110
shares
|
$467,707
0.03% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
8,972
shares
|
$460,622
0.01% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,856
shares
|
$454,667
0.01% of portfolio
|
Q2 2025
Added 30.31%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
8,714
shares
|
$447,376
0.01% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
8,686
shares
|
$445,939
0.03% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
8,679
shares
|
$445,579
0.15% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
8,502
shares
|
$436,492
0.22% of portfolio
|
Q2 2025
Added 74.54%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
8,419
shares
|
$432,231
0.05% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
8,372
shares
|
$429,818
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
8,347
shares
|
$428,534
0.01% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
8,321
shares
|
$427,200
0.08% of portfolio
|
Q2 2025
Reduced 65.93%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
8,280
shares
|
$425,095
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
8,175
shares
|
$419,704
0.08% of portfolio
|
Q2 2025
Added 86.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,089
shares
|
$415,289
0.0% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
8,000
shares
|
$410,720
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$410,720
0.04% of portfolio
|
Q2 2025
Reduced 25.23%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,644
shares
|
$392,442
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,598
shares
|
$390,081
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,529
shares
|
$386,538
0.01% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
7,518
shares
|
$385,974
0.07% of portfolio
|
Q2 2025
Added 67.81%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,436
shares
|
$381,764
0.01% of portfolio
|
Q2 2025
Reduced 7.56%
|