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 |
|---|---|---|---|---|---|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
7,159
shares
|
$401,763
0.02% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
7,154
shares
|
$401,482
0.0% of portfolio
|
Q1 2025
Reduced 24.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,089
shares
|
$397,834
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
7,020
shares
|
$393,962
0.01% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
6,718
shares
|
$377,014
0.05% of portfolio
|
Q1 2025
Reduced 90.88%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
6,633
shares
|
$372,243
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,611
shares
|
$371,009
0.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,530
shares
|
$366,463
0.01% of portfolio
|
Q1 2025
Added 329.61%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
6,515
shares
|
$365,621
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Laurion Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
6,498
shares
|
$364,667
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
6,486
shares
|
$363,994
0.01% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,468
shares
|
$362,984
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
6,454
shares
|
$362,198
0.03% of portfolio
|
Q1 2025
Added 16.58%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
6,385
shares
|
$358,326
0.02% of portfolio
|
Q2 2025
Reduced 60.59%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
6,203
shares
|
$348,112
0.02% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
6,200
shares
|
$347,944
0.01% of portfolio
|
Q1 2025
Added 349.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
6,180
shares
|
$346,821
0.01% of portfolio
|
Q1 2025
Reduced 47.41%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
6,158
shares
|
$345,586
0.2% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
6,096
shares
|
$342,107
0.13% of portfolio
|
Q1 2025
Added 25.02%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
6,075
shares
|
$340,929
0.02% of portfolio
|
Q1 2025
Reduced 56.3%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
6,055
shares
|
$339,806
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,864
shares
|
$329,087
0.04% of portfolio
|
Q1 2025
Reduced 48.5%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,813
shares
|
$326,225
0.02% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
5,780
shares
|
$324,373
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,773
shares
|
$323,980
0.01% of portfolio
|
Q1 2025
Added 0.61%
|