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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
5,742
shares
|
$322,241
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
5,709
shares
|
$320,389
0.0% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
5,707
shares
|
$320,276
0.22% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
5,703
shares
|
$320,052
0.0% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,660
shares
|
$317,639
0.01% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
5,610
shares
|
$314,833
0.18% of portfolio
|
Q1 2025
Reduced 19.69%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
5,600
shares
|
$314,272
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,593
shares
|
$313,879
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,582
shares
|
$313,261
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5,549
shares
|
$311,409
0.02% of portfolio
|
Q2 2025
Reduced 96.13%
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
5,512
shares
|
$309,333
0.18% of portfolio
|
Q4 2024
Reduced 36.0%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,500
shares
|
$308,660
0.05% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
5,341
shares
|
$299,736
0.01% of portfolio
|
Q1 2025
Reduced 65.72%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,166
shares
|
$289,915
0.11% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,139
shares
|
$288,400
0.01% of portfolio
|
Q1 2025
Reduced 49.11%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
5,070
shares
|
$284,528
0.01% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
5,000
shares
|
$280,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,000
shares
|
$280,600
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
5,000
shares
|
$280,600
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$280,600
0.21% of portfolio
|
Q1 2022
Added 4.17%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
5,000
shares
|
$280,600
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
4,972
shares
|
$279,028
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
4,961
shares
|
$278,411
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,954
shares
|
$278,018
0.0% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
4,861
shares
|
$272,799
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|