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 |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
7,238
shares
|
$371,598
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,198
shares
|
$369,545
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,170
shares
|
$368,107
0.02% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
7,159
shares
|
$367,543
0.02% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,089
shares
|
$363,949
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
7,009
shares
|
$359,842
0.0% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,986
shares
|
$358,661
0.0% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
6,744
shares
|
$346,236
0.01% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
6,718
shares
|
$344,902
0.05% of portfolio
|
Q1 2025
Reduced 90.88%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,713
shares
|
$344,645
0.0% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
6,633
shares
|
$340,538
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,611
shares
|
$339,408
0.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,609
shares
|
$339,306
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
6,515
shares
|
$334,480
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
6,486
shares
|
$332,991
0.01% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,468
shares
|
$332,067
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
6,428
shares
|
$330,013
0.13% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
6,385
shares
|
$327,805
0.02% of portfolio
|
Q2 2025
Reduced 60.59%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,257
shares
|
$321,234
0.03% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jul 25, 2025 Q2 2025 |
6,199
shares
|
$318,256
0.19% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
6,075
shares
|
$311,890
0.01% of portfolio
|
Q1 2025
Reduced 56.3%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,029
shares
|
$309,528
0.04% of portfolio
|
Q2 2025
Added 13920.93%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
5,936
shares
|
$304,754
0.0% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,884
shares
|
$302,084
0.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
5,780
shares
|
$296,745
0.01% of portfolio
|
Q2 2025
Added 0.66%
|