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 |
|---|---|---|---|---|---|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
5,707
shares
|
$292,997
0.22% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Arnhold LLC
|
Jul 29, 2025 Q2 2025 |
5,600
shares
|
$287,504
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,593
shares
|
$287,144
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,582
shares
|
$286,579
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,560
shares
|
$285,450
0.01% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5,549
shares
|
$284,885
0.02% of portfolio
|
Q2 2025
Reduced 96.13%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,511
shares
|
$282,934
0.01% of portfolio
|
Q2 2025
Added 31.0%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
5,509
shares
|
$282,832
0.01% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,500
shares
|
$282,370
0.05% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
5,367
shares
|
$275,541
0.16% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
5,324
shares
|
$273,334
0.01% of portfolio
|
Q2 2025
Added 29.1%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
5,283
shares
|
$271,229
0.0% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,182
shares
|
$266,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,170
shares
|
$265,427
0.0% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,166
shares
|
$265,222
0.11% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,140
shares
|
$263,887
0.0% of portfolio
|
Q2 2025
Added 28.08%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
5,018
shares
|
$257,624
0.0% of portfolio
|
Q2 2025
Reduced 65.43%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$256,700
0.21% of portfolio
|
Q1 2022
Added 4.17%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,000
shares
|
$256,700
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
5,000
shares
|
$256,700
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
5,000
shares
|
$256,700
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
5,000
shares
|
$256,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
4,989
shares
|
$256,135
0.13% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,979
shares
|
$255,621
0.0% of portfolio
|
Q2 2025
Added 64.76%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
4,972
shares
|
$255,262
0.09% of portfolio
|
Q1 2025
New holding
|